At our recent forum in Edinburgh, five leading Schroders fund managers and chief economist Keith Wade met to discuss the state of global markets and assess what lies ahead.
Matt Hudson, Head of Pan-European Business Cycle, explains the shift in the focus of equity investors in their hunt for yield.
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.
We are unconcerned by a single negative reading of -0.1% from UK annual consumer price inflation and expect to see higher inflation as 2015 progresses.
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.
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.
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.
What effect will the third revolution have on the world economy?