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03.12.2014 17:53:01

Schroders' fund managers reflect on 2014 and give their outlooks for 2015

Schroders Outlooks 2015 on Axel Springer
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Outlooks 2015
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Schroders' fund managers reflect on 2014 and give their outlooks for 2015 across global markets and asset classes: 

Emerging Markets Debt Relative

EMD (95)

Although the asset management industry treats emerging markets as a single entity, those countries that comprise the grouping continue to move in different directions, a trend that is almost sure to define 2015.

Read the outlook from James Barrineau, Co-head of EMD Relative

 

European Equities

European equities (95)

Monetary policy remains loose in Europe but governments could do more to boost demand. Meanwhile, the weaker euro and stronger banking sector should help support European equities in the coming year.

Read the outlook from Rory Bateman, Head of UK and European Equities

 

Global Bonds

bond_100x100

With volatility in bond markets likely to continue its comeback in 2015, opportunities for fixed income investors will emerge.

Read the outlook from Bob Jolly, Head of Global Macro

 

Multi-Asset Investments

multi-asset

In recent years we have danced to the central bankers' tune. With rates pinned at 0% we correctly judged that the path of least resistance, for developed equities in particular, was up. As we move into 2015, however, it might be time to sit some of the dances out.

Read the outlook from Johanna Kyrklund, Head of Multi-Asset Investments

 

UK Corporate Bonds

uk corporate bonds (95 by 95)

UK corporate bonds could offer a good source of returns for 2015, provided investors are looking in the right places.

Read the outlook from Alix Stewart, Fund Manager - Fixed Income

 

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