enCopyright: (C) Schroders697262https://www.schroders.com/en/bm/asset-management/insights/economic-views/chinas-growth-surprise-is-just-the-start/Craig BothamAsia ex JapanGlobal Emerging MarketsCraig BothamChinaEconomicsEconomic viewsEmerging MarketsWith the impact of tariffs yet to show up in the data, and the looming threat of a property slowdown, the larger-than-expected slowdown in Chinese growth is a taste of things to come.Fri, 19 Oct 2018 11:00:00 +0200asiaexjapanglobalemergingmarketscraigbothamchinaeconomicseconomicviewsemergingmarketshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/china-hong-kong-clouds.jpg696941https://www.schroders.com/en/bm/asset-management/insights/equities/Climate_dashboard_points_to_4_degree_rise_despite_healthy_increase_in_carbon_prices/Sustainable Investment TeamGlobalClimate ChangeSustainabilityESGSocialEnvironmentalGovernanceSustainable Investment TeamThe latest update to our Climate Progress Dashboard implies the current pace of change - across the measures we track - will lead to long-run temperatures rises of around 4° Celsius.Wed, 17 Oct 2018 13:30:00 +0200globalclimatechangesustainabilityesgsocialenvironmentalgovernancesustainableinvestmentteamhttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/coal-mineral-exploitation.jpg696166https://www.schroders.com/en/bm/asset-management/insights/equities/infographic-sustainability-report-q3-2018/Sustainable Investment TeamEquitiesGlobalClimate ChangeInfographicSustainabilityESGSocialEnvironmentalGovernanceSustainable Investment TeamSustainability ReportingIn the latest sustainability report we provide an update on our Climate Progress Dashboard and look at the increasing risks posed by cyber crime.Tue, 16 Oct 2018 17:00:00 +0200equitiesglobalclimatechangeinfographicsustainabilityesgsocialenvironmentalgovernancesustainableinvestmentteamsustainabilityreportinghttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/vintage-oldtimer-dashboard.jpg696073https://www.schroders.com/en/bm/asset-management/insights/economic-views/infographic-a-view-of-the-global-economy-in-october-2018/Schroders Economics TeamGlobalSchroders Economics TeamEconomicsEconomic viewsIn this month's infographic we look at whether trade wars will end the current economic cycle and the issues facing Italy's highly indebted government.Tue, 16 Oct 2018 11:00:00 +0200globalschroderseconomicsteameconomicseconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/new-york-stock-exchange-manhattan.jpg695775https://www.schroders.com/en/bm/asset-management/insights/economic-views/tough-week-for-markets-amid-worries-over-rising-interest-rates/Azad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamInflationInterest RatesVolatilityEconomicsEconomic viewsYesterday’s softer US inflation reading has helped to settle stock markets but we still expect further rate increases and trade tensions to remain a concern.Fri, 12 Oct 2018 14:00:00 +0200globalazadzanganacraigbothaminflationinterestratesvolatilityeconomicseconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/market-ticker.jpg694403https://www.schroders.com/en/bm/asset-management/insights/economic-views/us-finds-temporary-inflation-relief/Keith WadeUSKeith WadeInflationEconomic viewsThe current strong economic activity and tight labour market are likely to result in elevated inflation in 2019Thu, 11 Oct 2018 17:00:00 +0200uskeithwadeinflationeconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/american-flag-us-port-container-ship-symbols-economy-industry-pride.jpg693527https://www.schroders.com/en/bm/asset-management/insights/multi-asset/politics-and-portfolios-how-investors-are-adapting-to-a-new-normal/Philip HaddonEquitiesMulti-AssetGlobal Emerging MarketsGlobalUSAlastair BakerKatherine DavidsonChinaPhilip HaddonSustainabilityESGGovernanceMarket viewsAlpha EquityMulti-Asset SolutionsEmerging MarketsPolitics is moving markets like never before. So how are fund managers adjusting?Wed, 10 Oct 2018 14:00:00 +0200equitiesmultiassetglobalemergingmarketsglobalusalastairbakerkatherinedavidsonchinaphiliphaddonsustainabilityesggovernancemarketviewsalphamultiassetsolutionsemergingmarketshttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/united-states-capital-building.jpg693469https://www.schroders.com/en/bm/asset-management/insights/economic-views/uk-suffers-world-cup-hangover/Azad ZanganaUKAzad ZanganaGrowthGDPEconomicsEconomic viewsThe economy stalled in August after a strong July.Wed, 10 Oct 2018 11:00:00 +0200ukazadzanganagrowthgdpeconomicseconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/british-pub.jpg693388https://www.schroders.com/en/bm/asset-management/insights/equities/How-can-investors-prepare-for-the-next-market-crash/Andrew ConnellEquitiesGlobalSolutionsAfter a record bull run for some stock markets we discuss how best investors might mitigate the risks of a potential crash.Wed, 10 Oct 2018 11:00:00 +0200equitiesglobalsolutionshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/rain-on-rainbow-umbrella.jpg677474https://www.schroders.com/en/bm/asset-management/insights/equities/will-water-become-more-valuable-than-oil/GlobalOil PricesResponsible InvestmentClimate ChangeAndrew HowardSustainabilityESGSocialEnvironmentalGovernanceThree experts argue whether or not water might one day be more expensive than the fuel that powers the global economy.Fri, 05 Oct 2018 14:00:00 +0200globaloilpricesresponsibleinvestmentclimatechangeandrewhowardsustainabilityesgsocialenvironmentalgovernancehttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/the-times-articles/water-oil_andrea_ucini_300_rgb.jpg677432https://www.schroders.com/en/bm/asset-management/insights/economic-views/why-indias-central-bank-may-have-made-a-mistake/Craig BothamGlobal Emerging MarketsCraig BothamInflationInterest RatesMonetary PolicyIndiaEconomic viewsEmerging MarketsWe don’t find the reasoning behind the Indian central bank’s decision to leave rates on hold particularly persuasive.Fri, 05 Oct 2018 12:00:00 +0200globalemergingmarketscraigbothaminflationinterestratesmonetarypolicyindiaeconomicviewsemergingmarketshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/india-taj-mahal-sunset-india.jpg677358https://www.schroders.com/en/bm/asset-management/insights/equities/brexit-23-answers-to-investors-questions/Simon KeaneCurrenciesEquitiesUKSue NoffkeFederal ReserveInflationGlobal EconomyGrowthInterest RatesQuantitative EasingBoEMonetary PolicyBrexitEU ReferendumMarket viewsAlpha EquityThere remains much uncertainty as negotiations between the UK and EU enter a crucial stage. Sue Noffke, UK equities fund manager, provides some clarity for investors.Fri, 05 Oct 2018 11:00:00 +0200currenciesequitiesuksuenoffkefederalreserveinflationglobaleconomygrowthinterestratesquantitativeeasingboemonetarypolicybrexiteureferendummarketviewsalphahttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/london-big-ben.jpg677116https://www.schroders.com/en/bm/asset-management/insights/equities/why-brazils-election-is-so-important/Pablo RiverollEquitiesGlobal Emerging MarketsGrowthBrazilEmerging MarketsPablo RiverollBrazil’s election looks set to be one of the closest in decades. We explain what is at stake and why Brazilian financial markets are so volatile. Thu, 04 Oct 2018 14:00:00 +0200equitiesglobalemergingmarketsgrowthbrazilemergingmarketspabloriverollhttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/brazil-favela.jpg676906https://www.schroders.com/en/bm/asset-management/insights/equities/can-european-equities-play-catch-up-in-q4/Rory BatemanEquitiesEurope ex UKRory BatemanGrowthSharesMarket viewsAlpha EquityEuropean equitiesReturns from European equities have lagged the US so far in 2018 but we see signs this could change as we head towards year-end.Wed, 03 Oct 2018 15:00:00 +0200equitieseuropeexukrorybatemangrowthsharesmarketviewsalphaeuropeanequitieshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/paris-cityscape-la-defense.jpg675384https://www.schroders.com/en/bm/asset-management/insights/equities/are-short-sellers-ethical/Duncan LamontEquitiesGlobalLiquid AlternativesSharesDuncan LamontSustainabilityAlpha EquityIt’s a few of the practitioners, rather than the practice, of short selling that can be unethical.Wed, 03 Oct 2018 11:00:00 +0200equitiesgloballiquidalternativessharesduncanlamontsustainabilityalphahttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/business-team-investment-entrepreneur-trading-concept.jpg672246https://www.schroders.com/en/bm/asset-management/insights/economic-views/markets-react-negatively-to-italys-planned-fiscal-overshoot/Azad ZanganaEurope ex UKAzad ZanganaGlobal EconomyEconomicsEconomic viewsQuickview: The planned fiscal expansion is far smaller than initially feared, suggesting an over-reaction in marketsFri, 28 Sep 2018 13:00:00 +0200europeexukazadzanganaglobaleconomyeconomicseconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/italy-florence-cityscape.jpg672054https://www.schroders.com/en/bm/asset-management/insights/fixed-income/troubled-argentina-turns-a-corner/James BarrineauFixed IncomeGlobal Emerging MarketsJames BarrineauInflationBondsMonetary PolicyCreditMarket viewsEmerging MarketsMarket sentiment towards Argentina is likely to improve after a landmark week which should bring greater clarity on the country’s outlook.Fri, 28 Sep 2018 10:00:00 +0200fixedincomeglobalemergingmarketsjamesbarrineauinflationbondsmonetarypolicycreditmarketviewsemergingmarketshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/aregentina-snow-capped-mountains.jpg671738https://www.schroders.com/en/bm/asset-management/insights/multi-asset/whats-on-investors-minds-in-eight-polls/Philip HaddonMulti-AssetGlobalUSLiquid AlternativesClimate ChangePhilip HaddonSustainabilityESGGovernanceMarket viewsAlpha EquityVoting at the Schroders Investment Conference in Venice last week revealed the views of 100 leading fund selectors from around the world on issues such as market risks, sustainability and interest rates.Thu, 27 Sep 2018 12:00:00 +0200multiassetglobalusliquidalternativesclimatechangephiliphaddonsustainabilityesggovernancemarketviewsalphahttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/italy-venice.jpg671375https://www.schroders.com/en/bm/asset-management/insights/economic-views/us-fed-lifts-rates-with-more-in-store/Keith WadeUSKeith WadeFederal ReserveInterest RatesMonetary PolicyEconomicsEconomic viewsQuickview: We continue to expect further rate rises, taking the policy rate to 3% by mid-2019.Thu, 27 Sep 2018 10:00:00 +0200uskeithwadefederalreserveinterestratesmonetarypolicyeconomicseconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/federal-reserve-building.jpg671097https://www.schroders.com/en/bm/asset-management/insights/equities/five-charts-that-explain-the-case-for-emerging-markets/Andrew RymerEquitiesFixed IncomeGlobal Emerging MarketsGrowthEmerging MarketsAndrew RymerFor those investors unfamiliar with emerging markets, it’s important to understand some key facts about risks and rewards, as well as their sheer importance in the world economy.Wed, 26 Sep 2018 12:00:00 +0200equitiesfixedincomeglobalemergingmarketsgrowthemergingmarketsandrewrymerhttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/china-great-wall-in-summer-badaling-china.jpg670450https://www.schroders.com/en/bm/asset-management/insights/multi-asset/our-multi-asset-views---september-2018/Multi-Asset InvestmentsMulti-AssetMulti-Asset Investments SchrodersAsset AllocationMarket viewsMulti-Asset SolutionsCurrencies dominate the changes in our asset allocation views this month, including an upgrade for the US dollar.Mon, 24 Sep 2018 16:00:00 +0200multiassetmulti-assetinvestmentsschrodersassetallocationmarketviewsmultiassetsolutionshttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/the-united-states-capitol-building.jpg