What's the outlook for shares and bonds in 2017?

Simon Doyle

As 2017 looms, investors are questioning the role of central bankers and their ability to reignite growth. US President-elect Donald Trump, meanwhile, is promising fiscal stimulus. The shift of focus from monetary to fiscal policy has driven US stocks to record highs, sparked a sell-off in bonds and yield-orientated sectors on stock markets and heightened expectations that inflation will accelerate. Given the extent and length of time that monetary stimulus drove markets in recent years, investors can expect these trends to continue through 2017. (VIEW LINK)


Simon Doyle

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

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