Federal Reserve

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

21SEP 2017

Economics

US Fed likely to hold fire despite hawkish intent

The central bank aims to raise rates but further evidence of inflation picking up is still needed.

12SEP 2017

Markets

Bitcoin's bite: why central banks should clamp down on cryptocurrencies

The penny drops for central banks on cryptocurrencies.

06SEP 2017

Markets

How frightening is quantitative tightening?

We examine some of the potential consequences for markets when the Fed removes the punchbowl of QE. Will it be as boring a process as Janet Yellen hopes?

AUGUST

23AUG 2017

Markets

Hong Kong versus Singapore: 10 years of banking returns

How have Hong Kong and Singapore banks fared since the onset of the Global Financial Crisis? We take a look at a decade of returns to find out.

04AUG 2017

Economics

Fed unlikely to budge despite strong jobs report

Although employment growth is positive, the Federal Reserve will likely remain on hold for 2017 while inflation remains weak and balance sheet reduction looms.

02AUG 2017

Economics

TalkingEconomics: Central bank hawks, low inflation and balance sheet reduction

Low inflation is harrying the hawks, and is keeping the Fed cautious as it looks to reduce its balance sheet.

JULY

27JUL 2017

Economics

Fed leaves rates on hold and balance sheet reduction is coming soon

The combination of balance sheet reduction and low inflation suggests there may not be another rate hike in 2017.

07JUL 2017

Global Market Perspective

Global Market Perspective Q3 2017

In the latest economic and asset allocation views covering Q3 2017 we ask if investors have become complacent, review mid-year markets and look at the historical market impact of presidential impeachments.

04JUL 2017

Economics

TalkingEconomics: Are investors complacent?

Our economics team review market performance year-to-date, consider whether we have seen the end of the "Trump trade" and ask if investors have become complacent.