UK

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Economics

09FEB 2018

BoE: earlier and greater interest rate rises on the horizon

UK policymakers are concerned about inflation despite weak growth; we now forecast a November rate hike.

2018

JANUARY

08JAN 2018

Global Market Perspective

Global Market Perspective Q1 2018

Themes for 2018, slowing global liquidity, the behaviour of inflation and a review of 2017 all feature in this quarter's economic and asset allocation views.

05JAN 2018

Markets

European stockmarkets in 2017 - nine charts that show the trends

We look back at the drivers of Europe’s stockmarket gains in 2017, including the ongoing economic recovery and diminishing political risk.

03JAN 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - January 2018

We review what happened in markets and the global economy in 2017, when political risk failed to stifle asset price exuberance. We also highlight our themes for 2018.

2017

DECEMBER

28DEC 2017

Markets

What are infrastructure debt investments?

Challenges faced by traditional assets classes mean that interest in private asset investments, such as infrastructure debt, is rising. But how does it work?

20DEC 2017

Markets

The FTSE in 2017: Five charts that tell the story

The UK stockmarket hit all-time highs in 2017 underpinned by record dividend payments and monetary stimulus, but what does 2018 hold in store?

13DEC 2017

Markets

Outlook 2018: Another good year for investors?

We find a spirit of cautious optimism in our round-up of the market views from around Schroders.

12DEC 2017

Economics

UK inflation breaches the BoE's upper target

Higher food and energy prices put further pressure on households ahead of festive period.