View more on these topics

Emerging sector running out of steam

Schroders believes that recent strong performance in emerging markets equities may be about to run out of steam.

The firm has been overweight in emerging market equities which have benefited from a weak dollar. But, without further spurs to the sector, it says the market may slow down.

Schroders is also overweight in Japanese equities because of what it describes as reasonable valuations and relative good profit prospects. Relative to the broader market, it believes many good-quality Japanese firms are on attractive valuations.

Recent strength in the US economy, combined with a reassessment of the outlook for consumer spending, has led to an upgrade in US GDP forecasts at Schroders.

The firm is underweight in US equities and is overweight in UK equities. It has also reduced a modest overweight position in Europe excluding the UK.

The Schroders’ asset allocation policy says: “Within equity markets, continental Europe is particularly vulnerable and we have moved from a modest overweight position to neutral here.”

Recommended

Parents split over child fund future

Parents are split over the introduction of child trust funds, with 44 per cent saying they are encouraged to save more while half say it will make no difference to them.

Introducing Trevor Greetham

Ryan Medlock, Investment Proposition Manager, Royal London Royal London Asset Management’s (RLAM) new head of multi-asset is officially up and running. I want to look at what expertise Trevor brings to the table and how this affects the Governed Portfolios (GPs) and Governed Retirement Income Portfolios (GRIPs). Trevor Greetham joined RLAM in April 2015 from […]

Certification guide

Guide: how to… certify your pension scheme

Certification is highly complex and surrounded by a minefield of information and auto-enrolment jargon, which can make it very difficult to understand. However, for many employers it is a necessary process that must be executed successfully.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com