We still see scope for further interest rate rises from the Fed this year, following yesterday’s 25 basis point hike at the March meeting of the FOMC.
Core inflation looks likely to accelerate further, putting pressure on the Federal Reserve to keep tightening policy.
This month we look at the prospects for trade and the dollar, the case for withdrawing extraordinary stimulus measures in Europe, and forthcoming elections in emerging markets.
Demand for income remains strong but investors may be taking on more risk than they realise. We look at how to generate a sustainable income yield across asset classes.
We look back at the drivers of Europe’s stockmarket gains in 2017, including the ongoing economic recovery and diminishing political risk.
In this month's infographic, Schroders' economists revise up their global growth forecasts and provide their outlook for interest rates in 2018.
Reliable income is much harder to find now than in the past. We examine the reasons for this and look at how asset managers can help investors achieve sustainable higher income.