Federal Reserve

JANUARY

31JAN 2019

Economics

The Fed: still the market's flexible friend

Snapshot: The US central bank’s more dovish stance has been welcomed by markets. We forecast another rate rise this year if activity picks up as expected.

23JAN 2019

Economics

Three themes for 2019 - and some black swans

We discuss three themes that will shape market performance in the coming year, as well as four events that could take investors by surprise.

15JAN 2019

Economics

What is the outlook for interest rates in 2019?

In focus: The Schroders Economics Team now forecasts just one interest rate rise this year in the US. We explore why and consider other likely monetary policy moves in major economies.

2018

DECEMBER

20DEC 2018

Economics

Fearful markets disappointed by Fed policy stance

Market participants had expected a more dovish statement given recent volatility in risk assets

18DEC 2018

Markets

Outlook 2019: Asian bonds

We expect that the US dollar’s strength should fade in 2019 as the pace of US rate hikes begins to slow, which will ease the pressure on Asian bonds next year.

17DEC 2018

Markets

Outlook 2019: Securitised credit and asset-based lending

The securitised sector offers respite from overcrowded corporate credit markets and inefficiencies continue to create opportunities.

07DEC 2018

Economics

US wage growth strong even as job market slows

Quickview: The November US jobs report showed that fewer jobs were added than expected, but wage growth remains strong.

NOVEMBER

21NOV 2018

Markets

Has the 18-year relationship between bond yields and stocks turned sour?

As stock markets fell in October, bond yields rose – bucking a long term trend. This has significant implications for how investors look at diversification.

02NOV 2018

Economics

December rate hike likely after US jobs boost

Quickview: Latest data paints a rosy picture for US employment and wage growth, and supports the case for a further rate hike in December.

OCTOBER

05OCT 2018

Markets

Brexit: 23 answers to investors’ questions

There remains much uncertainty as negotiations between the UK and EU enter a crucial stage. Sue Noffke, UK equities fund manager, provides some clarity for investors.