Investment perspectives
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Talking Point - Municipals: Do natural hazards affect municipal credit?
May 15, 2012
With portions of many states and cities in the U.S. recently damaged by tornados, investors have questioned the impact that natural hazards have on municipal credit. This paper addresses the affect this can have on credit. -
Talking Point - Rising fertility in Europe: a demographic shift or statistical blip?
May 15, 2012
In this paper, we explore the drivers and implications of the recent uptick in fertility rates in Western Europe, assessing the potential for a "new demographic transition" in the developed world. -
Talking Point: The golden constant
Apr 11, 2012
A summary of the recent presentation from Economics Consultant Jill Leyland at the latest Schroders Secular Market Forum.
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Talking Point: Why Japan?
Apr 03, 2012
Despite remaining the world’s third largest economy, Japan has been marginalized in the eyes of many investors on account of poor demographics, deflationary pressure and faster growth rates in emerging Asian economies. This situation was compounded by the Great Tohoku Earthquake in March 2011 and the subsequent nuclear disaster which it triggered. As Japan begins to emerge from an exceptionally difficult period, we update why we’re becoming more confident that the Japanese equity market could also be at a major turning point…
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Talking Point: Indian equities: is it safe to get back in the market?
Mar 28, 2012
Manish Bhatia looks at how investors should position themselves for the next phase of India’s economic cycle and discusses whether the worst is now over for the country’s equities.
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Quickview: China
Mar 28, 2012
China’s economic development has become one of the most important focal points for investors throughout the world. Its recent efforts to deflate (but not explode) this rapidly growing nation’s housing ‘bubble’ has attracted global attention and anxiety.
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Talking Point - Japan earthquake: one year on
Mar 07, 2012
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Quickview: Risks remain after latest Greece bailout
Feb 23, 2012
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Quickview: Second Greek bailout may not be enough
Feb 23, 2012
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Cutting debt and deficits
Jan 24, 2012
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Quickview: Central banks join forces
Dec 05, 2011
Comments on the co-coordinated action recently taken by central banks. -
Talking Point - Twelve angry (Congress) men
Nov 18, 2011
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Quickview: Where next for Italy and the euro?
Nov 15, 2011
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TalkingPoint: Debt dynamics
Aug 15, 2011
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Quickview: Fed rides to the rescue
Aug 10, 2011
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The case for blending equity styles
Feb 26, 2010