Economic views

08JAN 2018

Global Market Perspective

Global Market Perspective Q1 2018

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.

03JAN 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - January 2018

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.

02JAN 2018

Economics

Infographic: the economic story of 2017

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.

2017

DECEMBER

19DEC 2017

Economics

Will the global economy continue to bounce back in 2018?

In this month's infographic, Schroders' economists revise up their global growth forecasts and provide their outlook for interest rates in 2018.

14DEC 2017

Economics

A dovish hike from the Federal Reserve

Quickview: The US central bank revised up its growth forecasts but concerns over subdued inflation still linger.

12DEC 2017

Economics

UK inflation breaches the BoE's upper target

Higher food and energy prices put further pressure on households ahead of festive period.

08DEC 2017

Economics

Fed still on course for December hike after jobs report

Quickview: The latest US non-farm payrolls show robust jobs growth although wage growth remains subdued.

08DEC 2017

Economics

Is the UK government heading towards a softer Brexit?

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.

07DEC 2017

Economics

Brazil rates sink to record low

Quickview: Central bank signals easing cycle is near its end.

01DEC 2017

Economics

Brazilian GDP growth accelerates ahead of expectations

Quickview: Brazilian GDP growth accelerates to 1.4% in Q3 amid a pick-up in investment.