Investment - Articles - Stockmarket sell off: investing through seven lean years

 Schroders' Multi-Asset Investment team discusses where global markets might go next and the key issues investors should consider

 In summary:

 
•   The recent volatility in the markets originates from investors recognising the deepening economic malaise associated with the (clumsy) unwinding of excessive debt in the West.
 
•   We need to continue to monitor the cycle closely and be ready to take advantage of it in spite of our bigger picture concerns. Clearly the performance of emerging economies, and China in particular, will be critical to this call.
 
•   In our own funds, we are unlikely to de-risk further and are looking for opportunities to pick up cheap assets.