Economic views

16OCT 2017

Economics

China’s Communist party congress: what investors should expect

The 19th National Congress of the Communist Party of China begins on Wednesday. Will President Xi Jinping stick or twist on the country’s economic policy, and what might it mean for markets?

13OCT 2017

Economics

Federal Reserve poised for December rate rise

Despite mixed signals on inflation, the US Federal Reserve is likely to raise interest rates in December.

13OCT 2017

Watch/Listen

60 seconds with Keith Wade on the Goldilocks economy

In this video Keith Wade explains why the global economy is currently in a Goldilocks scenario.

09OCT 2017

Markets

Will it be smooth sailing for markets until the end of the year?

At the latest Schroders Live event on 4 October, our panel looked at whether equities can sustain their stellar run in view of the coming reduction in central bank liquidity, geopolitical tensions, currency moves and stretched valuations.

06OCT 2017

Global Market Perspective

Global Market Perspective Q4 2017

Small caps, global liquidity, and seven-year returns are among the topics in the spotlight in the latest economic and asset allocation views covering Q4 2017.

04OCT 2017

Economics

From QE to QT - whither global liquidity?

In this month's TalkingEconomics, our economists discuss global liquidity, the outlook for UK interest rates and falling inflation in emerging markets.

04OCT 2017

Economics

Indian central bank holds its ground as growth slows

As expected, the Reserve Bank of India (RBI) left rates unchanged at 5.75%, with concerns over both slowing growth and rising inflation present. There seems little chance of further easing this year.

03OCT 2017

Markets

Investing is a marathon, not a sprint — even during revolutions

Huw van Steenis discusses three of the big themes for investors at Schroders' recent Madrid event: coping with tech disruption, the end of QE and populism.

SEPTEMBER

29SEP 2017

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - October 2017

This month, our economists discuss global liquidity, the outlook for UK interest rates and falling inflation in emerging markets.