Schroders’ perspectives on multi-asset investing in 2015

Schroders’ head of Portfolio Solutions, John McLaughlin, discusses his outlook for multi-asset investments in 2015.

He is positive on US, Japan and emerging market equities compared to European equities. According to McLaughlin, US duration will come under pressure while there could be rotation out of US HY.

Schroders is moost negative on the Japanese Yen, where he expects a reversal as the market begins to price in the easing of the Bank of Japan.

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