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Markets

04DEC 2019

Outlook 2020: Securitised credit

Signs of consumer stress mean securitised credit investors should be especially alert to quality and liquidity in the coming year.

Markets

03DEC 2019

Markets

02DEC 2019

2019

NOVEMBER

29NOV 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - December 2019

Schroders' economists suggest the global economy will probably avoid a recession in 2020, why they are optimistic about emerging markets next year, and mull the end of Japan's era of "Abenomics".

21NOV 2019

Thought Leadership

The rise of US superstar firms and its implications for investors

A handful of “superstar” firms have changed the investment landscape in recent years. But should their dominance be ringing alarm bells for investors?

20NOV 2019

Economics

Infographic: A snapshot of the world economy in November 2019

This month's infographic looks at the outlook for US company profits and the lessons we can learn from Japan's government spending in the 1990s.

19NOV 2019

Markets

Are we witnessing the US dollar’s fall from grace?

November’s multi-asset chart of the month highlights how a global shortage of US dollars could be reversing. This could signal the beginning of a weak phase for the currency.

OCTOBER

31OCT 2019

Economics

Fed hits pause, for now

Trade uncertainty and a squeeze on profit margins could see a return to rate cuts in 2020.

31OCT 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - November 2019

This month's Viewpoint discusses the outlook for US corporate profits, the debt picture in emerging markets, and the lessons we can draw from Japan's experience of fiscal stimulus in the 1990s.

24OCT 2019

Markets

The six biggest bull runs since 1962 (and their corrections)

We compare the current record bull market rally with previous ones over the past 60 years and consider whether or not it can last.