23 Dec 2014
Schroders' fund managers reflect on 2014 and give their outlooks for 2015 across global markets and asset classes.
The entire series of Schroders outlooks can be found here on TalkingPoint.
Emerging market equities
Read the outlook from Allan Conway, Head of Emerging Market Equities
Global emerging markets look supported by strong domestic demand growth and reform potential. However, challenges remain, primarily revolving around a strong US dollar.
Related fund: Schroder Global Emerging Markets Fund
Read the outlook from Philip Matthews, Fund Manager, UK Equities
Share valuations remain close their long-run average, which gives us comfort in the market's aggregate level. We believe value still exists within the domestic banks and house builders.
Related fund: Schroder UK Alpha Plus Fund
US multi-sector fixed income
Read the outlook from Andy Chorlton, Head of US Multi-Sector Fixed Income
There will be significant focus on the Federal Reserve in 2015, but investors must ensure that this doesn't blind them to the opportunities across the fixed income market.
Read the quickview on the US job report from 5 December
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