Snapshot

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Economics

24JUN 2019

Is this market losing its marbles?

Multi-asset chart of the month: How the US stock market's relationship with business confidence has gone awry.

Economics

19JUN 2019

2019

JUNE

18JUN 2019

Economics

Is the financials sector priced for disruption?

Low interest rates are one reason why the financials sector is lowly valued, and the prospect of disruption may be another.

12JUN 2019

Economics

Why growth stocks look vulnerable

The divergence between growth and value parts of the market has been extreme and could be due a turnaround.

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

24MAY 2019

Economics

May resignation raises UK recession risk

Our economics experts share their views as Boris Johnson, who could easily take the UK out of the EU without a deal, is installed as favourite to become the UK’s next prime minister.

24MAY 2019

Economics

Our multi-asset views for May 2019

We have downgraded equities this month and upgraded government bonds and gold. Here's why.

22MAY 2019

Economics

The power of disruption and what it means for Asia

The massive disruption seen in US retail is a useful reminder to Asian investors of what the future may hold.

17MAY 2019

Economics

Which are the world’s most sustainable investment markets?

Schroders research finds that the biggest social and environmental benefits are achieved in countries imposing the greatest regulatory requirements, where Europe leads the way.