Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
Voting at the Schroders Investment Conference in Venice last week revealed the views of 100 leading fund selectors from around the world on issues such as market risks, sustainability and interest rates.
Although global liquidity tightening presents a significant challenge to emerging markets, we believe a select number of local currency debt markets are still attractively valued.
Global Investor Study
Investors expect annual returns of more than 10% over the next five years, with millennials looking for nearly 12%.
At the latest Schroders Live event on 4 October, our panel looked at whether equities can sustain their stellar run in view of the coming reduction in central bank liquidity, geopolitical tensions, currency moves and stretched valuations.
After $3.5 trillion of quantitative easing, soon the US authorities will start turning off the taps. But only if they can avoid a market meltdown.