Keith Wade

Chief Economist & Strategist

20NOV 2017

Economics

Political risks simmering: Spain, Italy and Austria divided

In this month's infographic we look at the political risks simmering in Europe and the potential issues with global growth without wage inflation.

06NOV 2017

Economics

Firing on all cylinders?

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.

03NOV 2017

Economics

Rates set to rise again in December as US jobs rebound

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.

OCTOBER

31OCT 2017

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - November 2017

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.

18OCT 2017

Economics

World economy squeezed: rate rises, QE and emerging markets disinflation

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.

13OCT 2017

Economics

Federal Reserve poised for December rate rise

Despite mixed signals on inflation, the US Federal Reserve is likely to raise interest rates in December.

13OCT 2017

Watch/Listen

60 seconds with Keith Wade on the Goldilocks economy

In this video Keith Wade explains why the global economy is currently in a Goldilocks scenario.

09OCT 2017

Markets

Will it be smooth sailing for markets until the end of the year?

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.

06OCT 2017

Global Market Perspective

Global Market Perspective Q4 2017

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.