Economic and asset allocation views Q4 2018

Schroders
Door oktober 15, 2018 11:02

Economic and asset allocation views Q4 2018

Global market perspective 

The trade war between the US and China intensified in the third quarter with both sides announcing a second round of tariffs. So far the market response has been a striking divergence between the US and Chinese bourses with the S&P 500 powering ahead whilst the MSCI China has slumped. Clearly, investors see the advantage to the US and we discuss the trade wars in more detail in the Strategy note (page 13). US outperformance also owes something to the cyclical picture with the economy rebounding strongly whilst the rest of the world generally disappointed on the growth front. Our downgrade to global growth in August was led by cuts to our forecasts for Europe and Japan. We also trimmed our emerging market forecasts in response to the slowdown in China and the likely escalation of the trade conflict with the US (page 9).  

Schroders
Door oktober 15, 2018 11:02

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Asset Allocation Consensus September

Twitter

The integration of #ESG criteria often has a greater impact for emerging countries. Find out why in an interview with our expert #Karine_Jesiolowski (via @allnews_ch).

Low interest rates drive housing market -> https://t.co/XjhuRim2P7 #Interest #mortgages via @ABNAMROeconomen

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