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Schroders - Investment Weather Forecast - Multi-Asset

Schroders’ Head of UK & European Product & Manager Solutions, Henriette Bergh, gives her views on the year ahead for multi-asset investing and where the team are currently seeing opportunities:
- We see mixed weather with diverging monetary policies and stretched asset valuations, expecting the Federal Reserve to tighten interest rates later in the year, while the ECB, Bank of Japan and People’s Bank of China should continue with expansionary monetary policies.
- We expect to see our sunniest weather in US equities and are bullish on the dollar, although we do see potential funding issues for emerging market countries as a result of the strong dollar.
- We see some bright spots in European investment grade fixed income, which should benefit from poor issuance and spill-over effects from quantitative easing. In this low yielding environment we have seen a pick up in market volatility, from the low levels experienced previously.

Company: Schroders Date added: 05-02-2015
Duration: 3
Categories: Multi-Asset




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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