Schroders sees cheap quality companies outside the US and a 2027 shaped by bonds

FinanceInternationalFinectNov 13, 2026, 2:52 AMAI summary

Johanna Kyrklund, chief investment officer of Schroders Group, points to quality companies trading at cheap valuations, especially outside the United States, as an opportunity for 2027 — an unusual combination that allows investors to diversify beyond AI and the big US tech names. She also warns that risks — geopolitics, AI and debt — are increasingly correlated and that "everything comes back to the bond market", with fiscal credibility as a differentiating factor between markets.

In 40 seconds

Kyrklund highlights quality businesses at value prices, especially outside the US, as a way to diversify beyond AI
Schroders' CIO says the big tech names have become the 'Lag 7' after an uneven year
She sees little recession risk in the US but warns geopolitics, AI and debt are increasingly correlated

Read the full story at Finect

IASummary generated by artificial intelligence from a story by Finect. It may contain errors: the original source prevails.

Schroders
renta variable
bonos
mercados privados
IA

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Schroders sees cheap quality companies outside the US and a 2027 shaped by bonds

In 40 seconds

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European stocks fall after Jensen Huang's resignation as Nvidia CEO

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