• Watch: 60 seconds with Matt Hudson on the change in leadership in equity markets

    Watch: 60 seconds with Matt Hudson on the change in leadership in equity marketsNEW

    Matt Hudson, Head of Pan-European Business Cycle, explains the shift in the focus of equity investors in their hunt for yield.

    • Matt Hudson, Head of Pan-European Business Cycle
    • 26 May 2015
  • Schroders Quickview: End of the cycle for the US?

    Schroders Quickview: End of the cycle for the US?

    Chief Economist Keith Wade looks at today’s US inflation release and notes that despite a negative headline inflation print, there are signs that inflationary pressures are picking up.

    • Keith Wade, Chief Economist & Strategist
    • 22 May 2015

See also

Economic views

The long view

  • Is Japan abandoning its cash conservatism?

    Is Japan abandoning its cash conservatism?

    Within global equities, one of the key themes we see emerging in 2015 is a shift in focus of corporate Japan from stockpiling to distributing excess cash; a trend which may awaken income-seekers’ interest in the country.

  • Demand response to boost oil prices

    Demand response to boost oil prices

    Market consensus has become slightly less negative about the oil price since the dark days of early January. We explain why we believe the market is setting up for a significant supply shock.

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Secular Market Forum

  • The shifts and the shocks

    Speaking at Schroders' Secular Market Forum in the winter of 2014, the Financial Times' Martin Wolf discussed what we've learned - and have still to learn - from the financial crisis.

    • Martin Wolf , Associate Editor & Chief Economics Commentator, Financial Times
    • 14 Jan 2015
  • The third industrial revolution

    What effect will the third revolution have on the world economy?

    • Paul Markillie, Innovation Editor at The Economist magazine
    • 11 Nov 2013

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