Asia ex Japan

Highlight

Market Views: Fixed Income

12MAR 2019

Why Asian corporate bonds can make your portfolio more efficient

Schroders analysis found that allocating to Asian corporate bonds, with their attractive yields and relatively low levels of risk, backed by solid country and company fundamentals, can improve portfolio efficiency.

Market Views: Equities

07DEC 2018

2018

DECEMBER

03DEC 2018

Economic Views

Trump-Xi trade truce: what next?

Quickview: The trade truce between the US and China is a positive outcome, but we expect hostilities to resume later next year.

OCTOBER

19OCT 2018

Economic Views

China’s growth surprise is just the start

With the impact of tariffs yet to show up in the data, and the looming threat of a property slowdown, the larger-than-expected slowdown in Chinese growth is a taste of things to come.

AUGUST

08AUG 2018

Alternatives

The data boom in Chinese cities and what it means for real estate investing

China is at the forefront of a technological revolution and the quantity of data it will yield is unprecedented. For investors in companies based in the country’s global cities, this could bring compelling opportunities.

JULY

16JUL 2018

Economic Views

China enters the slowdown phase

Quickview: China’s economy slowed in Q2 and we see further weakness in Q3, as policymaker support takes time to translate to growth.

JUNE

26JUN 2018

Market Views: Equities

"Malaysia Boleh?" (Can Malaysia do it?)

Following the recent election result, can Malaysia’s economic and stockmarket fortunes turn around or will the brain drain continue to hamper progress?

20JUN 2018

Market Views: Multi-Asset

Our multi-asset investment views for June 2018

We have downgraded equities this month in Europe, Japan, Pacific ex-Japan and emerging markets. Here's why.

MAY

16MAY 2018

Market Views: Multi-Asset

Our multi-asset investment views for May 2018

This month our infographic reveals we have downgraded a number of asset classes, but upgraded our view on the US dollar.