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Economics

09SEP 2019

How does geopolitics impact investment returns and what can you do about it?

Our economists have analysed the effect geopolitical risk can have on investors’ portfolios. Should investors simply hold their nerve during volatile times? Or is it better to entrust fund managers able to take a more dynamic approach?

Economics

24JUN 2019

2019

JUNE

19JUN 2019

Economics

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.

05JUN 2019

Economics

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

16MAY 2019

Economics

Who will pay as US-China trade wars intensify?

The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.

03MAY 2019

Economics

The Goldilocks jobs market continues in the US

The latest US employment data supports the central bank keeping interest rates on hold.

02MAY 2019

Economics

Watching and waiting: Fed in neutral

The Fed’s next move is likely to be a rate cut, but not until next year

APRIL

26APR 2019

Economics

Robust US growth figures calm recession worries

Weaker inflation suggests interest rates are likely to remain on hold

10APR 2019

Economics

The coming squeeze on US profits

We see US profits falling 4% in 2020 as slower growth and higher wage costs hit companies’ profit margins. But we have modelled a range of alternatives - and charted the potential impact.