Global Emerging Markets

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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".

Economic and Strategy Viewpoint

31OCT 2019

2019

OCTOBER

25OCT 2019

Markets

Three myths surrounding ESG in emerging market debt

Many feel that a focus on ESG is not compatible with emerging market debt investing. We disagree.

24OCT 2019

Markets

How might EM investors benefit from the continued opening up of China’s capital markets?

As China’s capital markets continue to open up, we highlight the potential opportunity for emerging markets (EM) investors to reap the benefits of the broader opportunity set.

18OCT 2019

Economics

Does record low for China growth mark a turning point?

We think the Chinese economy could be about to turn the corner as growth hits a modern-era low.

16OCT 2019

Markets

Which stock markets are "cheap" entering the final quarter of 2019?

There are plenty of reasons why investors could justifiably feel pessimistic about the future, but stock market valuations are not one of them.

16OCT 2019

Economics

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?

SEPTEMBER

24SEP 2019

Markets

Eight charts that explain the growing importance of China A-shares

More and more international investors are turning their attention to the increasingly important China A shares market. Here’s why.

06SEP 2019

Economics

How trade wars are weakening the BRICs

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.