Schroders multi-asset team backs equities as recession risk falls
Thawing of geopolitical tensions behind positive outlook
The team also said demand for credit remains strong due to the Fed's 'dovish' outlook
The risk of recession has reduced over the past month, according to the multi-asset team at Schroders, which upgraded its view on equities from 'neutral' to 'positive' and downgraded government bonds to 'neutral' last month.
The team, which increased its exposure to 'cyclicality' via emerging market equities and US small caps in October, has now also upgraded its view on Japanese equities from 'neutral' to 'positive' over...
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