Snapshot

FEBRUARY

28FEB 2019

Market Views: Fixed Income

Infrastructure debt: why ESG is more than just a marketing term

Many investors are jumping on the ESG (Environmental, Social and Governance) bandwagon but who is really committed to backing up these values through credit analysis?

14FEB 2019

Economic Views

Germany and Japan avoid recession but weaker global trade bites

Domestic demand improved in both economies at the end of 2018 but trade concerns persist.

12FEB 2019

Economic Views

Why China’s recent slowdown may be more pronounced than investors realise

Schroders’ China Activity Indicator has slowed sharply.

11FEB 2019

Economic Views

Brexit uncertainty weighs on UK GDP growth

The weak growth figures point to risk of recession this year.

07FEB 2019

Economic Views

Bank of England downgrades growth forecast as Brexit hits sentiment

Upside risks remain if an orderly Brexit is achieved, paving the way for an interest rate rise.

07FEB 2019

Economic Views

India's central bank takes a dovish turn

The central bank has cut interest rates but a pause may have been a more prudent option.

01FEB 2019

Economic Views

US labour market remains robust despite government shutdown

Snapshot: Strong jobs data gives confidence in the US economy but is unlikely to change the Fed’s more dovish tone.

JANUARY

31JAN 2019

Economic Views

Eurozone growth fails to recover as Italy slips into recession

Snapshot: Leading indicators suggest further weakness to come, but European risk assets are already priced for recession.

31JAN 2019

Economic Views

The Fed: still the market's flexible friend

Snapshot: The US central bank’s more dovish stance has been welcomed by markets. We forecast another rate rise this year if activity picks up as expected.

24JAN 2019

Economic Views

Infographic: A view of the world economy in January 2019

This month's infographic looks at three economic themes for 2019 as well as some black swan risks.