Chief Economist & Strategist
In this month's infographic we look at the political risks simmering in Europe and the potential issues with global growth without wage inflation.
Despite the strengthening of global activity, inflation remains quiescent. This is creating consternation among policymakers whose models would have predicted a pick-up in wage and price pressure.
Latest payroll data sees jobs market rebound and keeps the prospect of a further rate rise in December on the cards. But wages stay subdued.
Economic and Strategy Viewpoint
This month, our economists puzzle over the lack of inflation in a buoyant global economy, and weigh the difficulties investors face in assessing political risk and emerging market exposure.
In this month's infographic we look at how central banks will tighten monetary policy, the outlook for UK interest rates and inflation in emerging markets.
At the latest Schroders Live event on 4 October, our panel looked at whether equities can sustain their stellar run in view of the coming reduction in central bank liquidity, geopolitical tensions, currency moves and stretched valuations.
Global Market Perspective
Small caps, global liquidity, and seven-year returns are among the topics in the spotlight in the latest economic and asset allocation views covering Q4 2017.