Nowhere to Run, Nowhere to Hide
June was an ugly month, as the focus shifted from inflation to the growing risk of recession, pushing equities and credit lower. As Schroders’ Simon Doyle explains, there were few places to hide.
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A Challenging Year Ahead for Investors
2021 was marked by strong performance, but there was increasing dispersion across sectors and regions – in 2022 we expect global growth and profits to moderate and increasing headwinds for equity markets.
Read MoreOne Year on from the COVID-19 Shutdowns
Investment markets have staged an impressive recovery in the 12 months since the economic shutdowns of March 2020. But it remains to be seen how soon vaccine rollouts will get us back to something resembling ‘normal’.
Read MoreFuture returns under pressure
Suppressed yields in fixed income and elevated equity valuations have put future returns under pressure. Investment teams have a few choices – take more risk or think differently about how portfolios are structured.
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