Global Market Perspective
Themes for 2018, slowing global liquidity, the behaviour of inflation and a review of 2017 all feature in this quarter's economic and asset allocation views.
Economic and Strategy Viewpoint
We review what happened in markets and the global economy in 2017, when political risk failed to stifle asset price exuberance. We also highlight our themes for 2018.
In the first infographic of 2018 we review the themes that dominated the global economy over the last 12 months and provide an outlook for the year ahead.
In this month's infographic, Schroders' economists revise up their global growth forecasts and provide their outlook for interest rates in 2018.
The joint progress report leaves several options open for the UK but phase II of negotiations is likely to prove at least as difficult as phase I.