How might 2017 look for investors?
While 2016 was generally a positive years for investors, politics and economics provided big surprises and highlighted how intertwined politics and economics have become. As we head into 2017, the macro picture of reasonable economic growth, falling unemployment and low inflation belies a more complex micro-picture where extreme policy measures have distorted not only the pricing and allocation of risk, but also the distribution of the ensuing gains. Accordingly, we start the year with a worrying misalignment between valuations and fundamentals. (VIEW LINK)
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Simon is responsible for Schroders' Australian Fixed Income and Multi-Asset capabilities. He has direct portfolio management responsibility for the Schroder Real Return Strategy, Schroder Balanced Strategy and Schroder Fixed Income Core-Plus Strategy