Federal Reserve

27MAY 2015


5 key themes shaping the global economy

Schroders Chief Economist Keith Wade sees five key themes shaping the macroeconomic landscape and supporting risk assets over the next year including energy prices, central bank monetary policy and the hunt for yield.

22MAY 2015


Schroders Quickview: End of the cycle for the US?

Chief Economist Keith Wade looks at today’s US inflation release and notes that despite a negative headline inflation print, there are signs that inflationary pressures are picking up.

21MAY 2015


Multi-Asset Insights: Opportunities in emerging market debt?

The latest insight from our multi-asset team explores the prospects for emerging market debt with US interest rates expected to normalise.

19MAY 2015


Has the bear market in bonds arrived?

Fixed income fund manager Gareth Isaac discusses whether the recent weakness in bond markets is a short-term setback, or the start of a sustained bear market for fixed income.

05MAY 2015


Emerging markets: Corporates at risk

Schroders Emerging Markets Economist Craig Botham takes a look at countries, including Turkey and China, facing potential issues from the toxic combination of rising corporate debt and falling profits.


23MAR 2015


Can commodities survive a stronger US dollar?

The latest insight from our multi-asset team focuses on the relationship between the greenback and commodity prices.

20MAR 2015


Schroders Quickview: Dollar strength tips Fed towards later rate rise

Federal Open Market Committee meeting triggers a change in rate hike forecasts, says Schroders Chief Economist & Strategist Keith Wade.

18MAR 2015


FOMC meeting presents potential turning point for emerging market debt

As the Federal Open Markets Committee meets to discuss the future direction of its monetary policy, Schroders fund manager and Co-head of Emerging Markets Debt Relative James Barrineau discusses the potential opportunities a tightening cycle presents for investors.