We discuss three themes that will shape market performance in the coming year, as well as four events that could take investors by surprise.
In focus: The Schroders Economics Team now forecasts just one interest rate rise this year in the US. We explore why and consider other likely monetary policy moves in major economies.
Market Views: Fixed Income
We expect that the US dollar’s strength should fade in 2019 as the pace of US rate hikes begins to slow, which will ease the pressure on Asian bonds next year.
Market Views: Multi-Asset
As stock markets fell in October, bond yields rose – bucking a long term trend. This has significant implications for how investors look at diversification.
Quickview: Latest data paints a rosy picture for US employment and wage growth, and supports the case for a further rate hike in December.
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