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Schroders - Investment Weather Forecast - Multi-Asset - emerging markets face perfect storm

Ugo Montrucchio, Multi-Asset Fund Manager, gives his view on global markets from a multi-asset perspective:

The medium-term outlook for global equities remains quite bright. Valuations at the moment are fair, but we think that modest growth elsewhere in the world, and accommodative monetary conditions, should provide some support for earnings in the medium-term.

The outlook on emerging markets is much darker for both equities and fixed income. Emerging markets at the moment are going through a perfect storm, facing - 
- A stronger dollar
- Deteriorating corporate balance sheets
- Much lower pricing power among their exporters, given the weakening demand coming from the developed world

The outlook for the fixed income market is in general overcast. We think that some level of volatility will feed through the system as we approach the first interest rate hike in the US. Equally we think that very benign monetary policy almost everywhere else in the world should be supportive for government bonds in the medium-term.

Company: Schroders Date added: 14-06-2016
Duration: 2
Categories: Multi-Asset

Biographies

 Schroders

Schroders

At Schroders, asset management is our business and our goals are completely aligned with those of our clients - the creation of long-term value.

We manage £324.9 billion (€409.7 billion/US$466.9 billion) on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of asset classes across equities, fixed income, multi-asset and alternatives.

We employ over 3,700 talented people worldwide operating from 38 offices in 28 different countries across Europe, the Americas, Asia and the Middle East, close to the markets in which we invest and close to our clients.

Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.

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