CIO Lens Q4 2023
- 16 October 2023
- 5 mins reading time
In this video Johanna Kyrklund, Chief Investment Officer at Schroder Investment Management, says we’ve seen significant regional divergence during the summer. The US economy has proved more resilient than expected, China has struggled with a weak property sector, Japan has soared due to ultra-low interest rates, and Germany’s economic slowdown has gained some momentum. As a result, her team has moved to a positive view on US and Japanese equities but is negative on German equities. Regarding fixed income, she expects US bond yields to stabilise as inflation subsides but her team prefers European investment grade corporate bonds partly due to their attractive yields. She views commodities as a good source of diversification if economic growth and inflation remain higher than expected.
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Schroder Investment Management (SIM) provides investment management and advice services for Schroders Personal Wealth (SPW) funds and portfolios respectively.
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