Snapshot

20JUN 2019

Economic Views

Fed holds fire, but July rate cut likely

Although the US Federal Reserve kept rates unchanged this month, the direction of travel is towards easier policy. Whether this will be enough to restore corporate confidence and spending may depend as much on the president as the Fed.

19JUN 2019

Market Views: Equities

Are profits no longer required?

The number of loss-making US companies listing on the stock market is close to a record high. We ask two Schroders experts what this means for investors.

18JUN 2019

Watch/Listen

What to look for when investing in global cities

Hugo Machin, Fund Manager, Global Cities, explains what makes a successful global city investment and why London is so highly rated.

18JUN 2019

Market Views: Equities

Is the financials sector priced for disruption?

Low interest rates are one reason why the financials sector is lowly valued, and the prospect of disruption may be another.

12JUN 2019

Market Views: Equities

Why growth stocks look vulnerable

The divergence between growth and value parts of the market has been extreme and could be due a turnaround.

07JUN 2019

Economic Views

US jobs report increases economic slowdown fears

Weaker US non-farm payrolls data could be the first sign of a cooling labour market

05JUN 2019

Economic Views

Trump targets Mexico, hits the Fed

We cannot be sure if Trump’s Mexican tariffs are just part of his bargaining strategy, but it may get him the Fed rate cut he wants.

MAY

30MAY 2019

Economic Views

Brazil optimism fades as economy shrinks

Despite a poor start to the year for Brazil under new president Jair Bolsonaro, we think the picture will improve later in the year.

29MAY 2019

Market Views: Multi-Asset

How different assets perform in an economic slowdown

It appears that the US is entering the slowdown phase of the economic cycle. But what might that mean for returns across asset classes? And can a recession be avoided?

29MAY 2019

Market Views: Fixed Income

What ETF flows say about emerging market debt opportunities

Outflows from the world’s largest passive emerging market debt ETF appear to be bottoming – is this an opportunity for investors?