Multi-Asset

SEPTEMBER

06SEP 2017

Markets

How frightening is quantitative tightening?

We examine some of the potential consequences for markets when the Fed removes the punchbowl of QE. Will it be as boring a process as Janet Yellen hopes?

JULY

03JUL 2017

Markets

Seven charts that caught our eye in June

We highlight a few of the charts we found interesting this month, including a roundup of stockmarkets, a warning to bulls and a global infrastructure deficit .

JUNE

16JUN 2017

Markets

Is it time to focus on capital preservation, rather than capital growth?

We look at the challenge and importance of emphasising capital preservation over capital growth as market risks build.

JANUARY

16JAN 2017

Markets

Schroders Live: Positioning for change

At our latest Schroders Live event on 13 January, our expert panel discussed major themes in markets, including the recent rotation, likely impact of Donald Trump, and the prospects for emerging markets.

2016

DECEMBER

12DEC 2016

Markets

Outlook 2017: Multi-asset

After several years of a persistently low growth environment, a renewed focus on fiscal policy in 2017 could revive hopes of stronger economic expansion.

NOVEMBER

28NOV 2016

Markets

Can the emerging markets revival continue?

Our panel of experts reflect on the revival seen in emerging markets this year, and discuss whether it is set to continue in 2017 in the wake of the recent US presidential election result.

09NOV 2016

Watch/Listen

60 seconds on the market implications of Trump's victory

Johanna Kyrklund discusses the possible impact of Donald Trump's US election win on various asset classes.

SEPTEMBER

28SEP 2016

Markets

Schroders Live: Brexit, US elections and central banks in focus

At our Schroders Live event on 28 September, Senior European Economist & Strategist Azad Zangana and Multi-Asset fund manager Remi Olu-Pitan, discussed the major themes in markets with Manus Cranny, Bloomberg’s European Markets Editor

AUGUST

01AUG 2016

Markets

Multi-Asset Insights: What are the implications of CSPP for corporate behaviour?

This month we review the progress of the European Central Bank’s Corporate Sector Purchase Programme (CSPP) and how it may affect corporates’ capital structure decisions.

JUNE

28JUN 2016

Markets

Multi-Asset Insights: Have central banks lost their potency in determining exchange rates?

This month's Multi-Asset Insights examines how the role of monetary policy as a significant driver of exchange rates appears to be breaking down.