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US dollar assets set to be winners again

But Schroders execs disagree over prospects for emerging market equities
Wednesday, November 19, 2014 - 05:50
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A strong US dollar and a disinflationary trend are usually accompanied by market volatility, so there is still a place for Treasuries, says Schroders multi-asset fund manager Remi Ajewole.

MANY global economies are grappling with a disinflationary or deflationary trend, which has implications for investment assets. Schroders multi-asset fund manager Remi Ajewole says the disinflationary trend, coupled with the divergence in central banks' policies, suggests that US dollar assets