Economic & Strategy Viewpoint

16APR 2019

Stocks and bonds rebound after a difficult year

Sentiment has brightened, thanks in part to reassuring words from central banks, but growth remains at lower levels and political risks persist

Economic & Strategy Viewpoint

16APR 2019



12FEB 2019

Talking points

Tobacco: profits and growth are hard to stub out

The market thinks regulation and declining usage will hit the sector hard,  and some tobacco giants are now priced at 20-year lows. But the market’s predicted the death of big tobacco before… and been wrong


21JAN 2019

Talking points

The key question about the origins of Brexit that so few get right

Brexit stems in part from a decision taken by the UK in 2004 - but too few people today are aware of that, according to columnist Merryn Somerset Webb

20JAN 2019

Talking points

A gripping read...

The best non-fiction we enjoyed in 2018 - as recommended by Cazenove Capital colleagues from all parts of the business

08JAN 2019

Global Market Perspective

Five key investment themes for 2019

Markets have entered 2019 in a state of heightened anxiety: these are the key factors on which concerns are now focused.

07JAN 2019

Global Market Perspective

January 2019: Market Review & Outlook

Investors’ fears centre upon a weakening US and global economy. While data suggests US growth may have peaked, we still expect global growth in 2019 of almost 3%



24DEC 2018


December turmoil: what’s spooking global markets?

Equity markets worldwide are reacting to fears of a slowing global economy. But have they got ahead of themselves?


30OCT 2018

Economic & Strategy Viewpoint

From synchronised growth to a fragmented and divergent world

World markets and economies, which at the start of the year were moving in tandem, are now going their separate ways

Contact Schroders Wealth Management

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Ariel Sergio Goekmen

Ariel Sergio Goekmen

Head Private Clients - Zurich
Marc Brodard

Marc Brodard

Head of Private Clients - Geneva