Schroders Talking Point

Can DC members afford to ignore inflation?

Mark Humphreys, Head of UK Strategic Solutions — Thu, 16 May 2013 15:45:30 GMT

If there were to be a substantial rise in inflation, the real value of retirement benefits could be severely eroded. The question is; can DC members afford to ignore inflation? And is there anything they can do to protect themselves?

Schroders Quickview: Eurozone records sixth quarter of recession

Azad Zangana, European Economist — Wed, 15 May 2013 14:59:54 GMT

Of the major countries that have reported GDP, only Germany managed to eke out some positive growth...

Equities are not the problem

Tim Horne, DC Investment Solutions Manager — Tue, 7 May 2013 15:19:12 GMT

A one size fits all, cheap, passive equity lifestyle is no longer fit for purpose.

Schroders Quickview: ECB cuts rates, and hints at negative rates for banks

Azad Zangana, European Economist — Thu, 2 May 2013 16:17:04 GMT

After 10 months on hold, the European Central Bank (ECB) cut its main policy interest (refinancing) rate from 0.75% to 0.50% as macroeconomic data continued to worsen in the eurozone.

Global consumers: Emerging from the crisis

Virginie Maisonneuve, Head of Global and International Equities — Wed, 1 May 2013 16:02:16 GMT

What is happening to the global consumer and what are the key trends for investors to watch out for?

Schroders Economic & Strategy Viewpoint - April 2013

Keith Wade, Chief Economist & Strategist — Tue, 30 Apr 2013 14:12:33 GMT

In this month's viewpoint:
Another year of “sell in May”?
Europe needs the ECB to act
Is the Chinese economy rebalancing?

What’s the outlook for the Indian economy?

Chandresh Nigam, Head of Investment, Axis AMC — Tue, 30 Apr 2013 09:54:39 GMT

Going forward, a combination of lower interest rates and policy de-bottlenecking will likely be drivers of an improved investment cycle for the Indian economy.

Schroders Quickview: UK avoids triple-dip recession

Azad Zangana, European Economist — Thu, 25 Apr 2013 11:27:15 GMT

Initial estimates for Q1 GDP show the UK narrowly avoided an unprecedented triple-dip recession.

The next steps for the euro: what is needed to ensure its survival?

Keith Wade, Chief Economist & Strategist — Mon, 22 Apr 2013 16:23:07 GMT

There are two key areas the eurozone needs to address; both can be seen as fault lines in the design of the common currency.

Schroders Quickview: Tensions rise on the Korean peninsula

Sang Chul Kim, Head of Local Investment, Schroders Korea — Thu, 11 Apr 2013 10:47:21 GMT

As South Korea raises its alert level in response to the North’s increasingly belligerent rhetoric on potential missile tests, what will the likely impact be on the markets?

Investment Outlook - April 2013

Robert Farago, Head of Asset Allocation, Schroders Private Bank — Wed, 10 Apr 2013 11:34:10 GMT

The latest market commentary and outlook from Schroders Private Bank

Schroders Global Market Perspective - Q2 2013

Economics Team, Schroders — Tue, 9 Apr 2013 14:01:01 GMT

Economic and asset allocation views covering Q2 2013

Schroders Quickview: Bank of Japan Governor announces aggressive easing measures

Nathan Gibbs, Fund Manager, Japanese Equities — Thu, 4 Apr 2013 10:36:55 GMT

The newly-constituted Policy Board of the Bank of Japan (BoJ) has completed its first meeting under the leadership of Mr Kuroda, the new Governor, and unveiled plans for a new phase of monetary easing.

Special report: Broken models? Economics and ecosystem services

Rick Stathers, Head of Responsible Investment, Schroders — Wed, 3 Apr 2013 10:36:10 GMT

A collaborative research project between Alliance Trust Investments, Newton Investment Management and Schroders

Investment Outlook - March 2013

Robert Farago, Head of Asset Allocation, Schroders Private Bank — Wed, 27 Mar 2013 12:36:47 GMT

The latest market commentary and outlook from Schroders Private Bank

Schroders Economic & Strategy Viewpoint - March 2013

Keith Wade, Chief Economist & Strategist — Wed, 27 Mar 2013 10:18:44 GMT

In this month's viewpoint:
Can Japan beat deflation?
UK: Going nowhere fast
China: property sector shows signs of overheating

The renminbi: implications and implementation of becoming a reserve currency

Dr Yuning Gao, University of Cambridge — Mon, 25 Mar 2013 14:00:22 GMT

Part 2 of a series of papers based on research by Dr Yuning Gao, University of Cambridge, on the internationalisation of the renminbi.

UK Budget 2013: Yet another fiscal slip

Azad Zangana, European Economist — Thu, 21 Mar 2013 14:11:55 GMT

Azad Zangana takes an in-depth look at yesterday's Budget and what it means for the UK economy.

Potential for reflation in Japan

Nathan Gibbs, Fund Manager, Japanese Equities — Thu, 21 Mar 2013 11:46:46 GMT

As inflationary expectations in Japan turn positive we will see demands for higher income and consumption brought forward.

The case for investing in affordable housing

Anthony Doherty, Property Fund Manager, Multi-Manager — Tue, 19 Mar 2013 13:26:59 GMT

We assess the options available for pension funds, consider the likely portfolio implications for risk and return and highlight the issues we think should be taken into account by investors considering an allocation to the sector.

Margins at risk

Rick Stathers, Head of Responsible Investment — Tue, 19 Mar 2013 11:43:03 GMT

An examination of how environmental and social factors may affect profit margins within the textiles, apparel and luxury goods sector.

Schroders Quickview: Depositors beware! Cyprus bailout sets poor precedent

Azad Zangana, European Economist — Mon, 18 Mar 2013 13:41:36 GMT

After months of negotiations, an agreement has been reached on a bailout for Cyprus and, in particular, Cypriot banks.

Watch: Global economic update - March 2013

Keith Wade, Chief Economist & Strategist — Wed, 13 Mar 2013 16:34:18 GMT

Keith Wade discusses the outlook for the global economy.

Sequestration’s impact on municipal credit quality

Eric Friedland, Head of Municipal Research — Mon, 11 Mar 2013 11:24:46 GMT

Overall municipal bond credit quality will not be immediately affected by sequestration. This is because the cuts will fall unevenly across the country.

Watch: Focus on the markets after sequester cuts - Virginie Maisonneuve speaks to CNBC

Virginie Maisonneuve, Head of Global and International Equities — Wed, 6 Mar 2013 10:45:53 GMT

Virginie discuss the outlook on global markets and how automatic spending cuts in the US will impact the markets and the economy.

Schroders Quickview: China cooling measures set to impact property stocks

Laura Luo, Fund Manager, Chinese Equities — Wed, 6 Mar 2013 10:03:16 GMT

Monday saw China’s Shanghai Composite benchmark slump by over 3.5%, in large part because of tightening measures on property purchases announced by the central government last Friday.

Property, liability-matching and investment risk

Keeran Kang, Property Fund Analyst — Mon, 4 Mar 2013 11:12:11 GMT

We explore the relationship between property and inflation, examine the ability of real estate to perform as a liability-matching investment, and challenge the current capital market view of property risk.

Investment Outlook - February 2013

Robert Farago, Head of Asset Allocation, Schroders Private Bank — Mon, 4 Mar 2013 11:08:28 GMT

The latest market commentary and outlook from Schroders Private Bank

Schroders Economic & Strategy Viewpoint - February 2013

Keith Wade, Chief Economist & Strategist — Wed, 27 Feb 2013 15:29:07 GMT

In this month's viewpoint:
Global update: an increasing transatlantic divide
Downgrading Europe
Growth outlook diverges amongst the BRICs

Schroders Quickview: Italian elections yield gridlock

Azad Zangana, European Economist — Tue, 26 Feb 2013 14:28:17 GMT

Following months of campaigning and deal making, the elections in Italy appear to have resulted in gridlock.