Monetary Policy

Highlight

Economic and Strategy Viewpoint

29NOV 2019

Economic and Strategy Viewpoint - December 2019

Schroders' economists suggest the global economy will probably avoid a recession in 2020, why they are optimistic about emerging markets next year, and mull the end of Japan's era of "Abenomics".

2019

AUGUST

20AUG 2019

Markets

What do low (and falling) US interest rates mean for real estate and securitised credit investors?

We expect lower interest rates to support commercial real estate and residential property values. How can investors take advantage?

09AUG 2019

Economics

Will the UK economy slip into recession?

Disappointing GDP data shows the UK economy contracted in the second quarter and raises the risk of the country entering a technical recession.

09AUG 2019

Economics

Two challenges remain for Bank of Japan despite stronger-than-expected GDP

Second quarter GDP growth shows improved domestic demand but further easing measures from the central bank look likely.

07AUG 2019

Economics

Fed rate cut spurs EMs into action

A wave of rate cuts across the emerging markets is likely, as India joins Brazil in cutting interest rates by more than expected.

01AUG 2019

Economics

No-deal Brexit risk fails to spark BoE action

Constrained Bank of England keeps interest rates on hold as markets continue to ignore the bank’s forward guidance

01AUG 2019

Economics

Brazil's central bank does not disappoint

Brazil’s central bank lowered its key interest rate by 50bps to 6%, and further easing looks likely amid progress on economic reforms.

JULY

31JUL 2019

Economics

Slowing eurozone needs fiscal boost

A sluggish outlook and low inflation suggest the European Central Bank is inching towards further stimulus, which we don’t think will be enough.