In this short video, Johanna Kyrklund, Global Head of Multi-Asset Investments at Schroders, explains why she favours US and emerging market equities and expects stocks to continue to rise.
With central banks having stepped back from monetary tightening and evidence that corporate earnings are stabilising, we believe that the path of least resistance is equities to continue to grind higher. Particularly because the rally so far has been relatively under owned by investors.
From a regional standpoint we favour the US and the emerging markets. The US because growth in the US continues to surprise relative to the rest of the world, and emerging markets because the valuations there are particularly attractive.
The biggest risk to our view is that growth doesn’t come through as expected. We are concerned about the continuing weakness in European activity indicators in particular. But, overall, some positive news for the second quarter with an eye on those growth risks, particularly in Europe.
Articles on this website are offered only for general information and educational purposes. They are not offered as, and do not constitute, financial advice. You should not act or rely on any information contained in this website without first seeking advice from a professional.
Past performance is not a guide to future performance and may not be repeated. Capital is at risk; investments and the income from them can fall as well as rise and investors may not get back the amounts originally invested.
You are now departing from the regulatory site of Finura. Finura is not responsible for the accuracy of the information contained within the linked site.
As tax year end approaches, there is still time to make use of your available reliefs and allowances.
This tax year end planning checklist covers the main planning opportunities available to UK resident individuals and will hopefully help to inspire action to reduce tax for the 2023/24 tax year and to plan ahead for 2024/25.
As tax rate band thresholds are changing, understanding the impact on high rate taxpayers and the economy is crucial.
It was recently revealed in the media that the amount we need to enjoy a ‘moderate’ retirement has increased by £8,000 per annum, a 38% increase, in just one year.