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.
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.
The latest insight from our multi-asset team explores the prospects for emerging market debt with US interest rates expected to normalise.
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.
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.
Federal Open Market Committee meeting triggers a change in rate hike forecasts, says Schroders Chief Economist & Strategist Keith Wade.
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.