Alan Brown is senior advisor for Schroder Investment Management in London, where he served as CIO from 2005 to 2012. He works closely with the the 263 billion $435 billion firm’s biggest institutional clients. He shares his bird’s-eye view of investing with Jame DiBiasio
What’s the No.1 challenge for investors right now
The issue in developed markets over the past year or so has been the tension between rising discount rates ie yields and rising earnings. The question is whether earnings will rise enough to compensate for a rise in bond yields. If interest rates are increased too quickly, we could get into a difficult position....
¬ Haymarket Media Limited. All rights reserved.
