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Strategy & economics

18OCT 2019

Caspar Rock: 2019 third quarter update

The past three months saw rising equities and strong performance from bonds and gold. Risks ahead include ongoing US-China trade disputes and Brexit outcomes. "We are prepared to be agile if circumstances change."

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Strategy & economics

12SEP 2019

Strategy & economics

06SEP 2019

2019

AUGUST

01AUG 2019

Strategy & economics

Brazil's central bank does not disappoint

Brazil’s central bank lowered its key interest rate by 50bps to 6%, and further easing looks likely amid progress on economic reforms.

JULY

26JUL 2019

Strategy & economics

A cautious cut from the Russian central bank

We expect one further cut this year as inflation continues to decline.

10JUL 2019

Strategy & economics

Why central banks' arsenal gives EM advantage

We look at why central banks in emerging markets have the upper hand over their developed market counterparts.

09JUL 2019

Strategy & economics

Caspar Rock: 2019 second quarter update

After a period of strong market performance, "few assets could be described as cheap". Looking ahead, US-China trade conflict remains a key risk

APRIL

18APR 2019

Strategy & economics

Janet Mui: weekly economic update 18 April

Data released this week has continued to surprise - positively for China and the UK - despite continuing uncertainty

12APR 2019

Strategy & economics

Janet Mui: weekly economic update 12 April

Brexit' delay protracts uncertainty for the UK. In Europe and the US, interest rate policy remains

05APR 2019

Strategy & economics

Janet Mui: weekly economic update 5 April

In this week’s update, Janet discusses global activity data, the latest Brexit developments and progress in the US-China trade talks.

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Robert Ridland

Robert Ridland

Head of Wealth Management, Hong Kong
Telephone:
robert.ridland@schroders.com
Jason Huang

Jason Huang

Senior Relationship Manager
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