enCopyright: (C) Schroders707036https://www.schroders.com/en/sg/private-investor/sg-insights/economics/brexit-uk-economic-outlook-hinges-on-may-selling-deal/Azad ZanganaEquitiesUKAzad ZanganaBrexitEconomic viewsMarket viewsWe think the risk of a no-deal Brexit should mean Theresa May gets her deal through parliament. If not, the UK risks a recession next year. Fri, 16 Nov 2018 17:00:00 +0100equitiesukazadzanganabrexiteconomicviewsmarketviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/london-commuters-on-foot-rush-hour.jpg706681https://www.schroders.com/en/sg/private-investor/sg-insights/economics/natural-disasters-hit-japanese-growth/Piya SachdevaJapanEconomic viewsJapan's stop-start year continues with weakness seen across the board over the third quarter amid a series of natural disasters. Wed, 14 Nov 2018 14:00:00 +0100japaneconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/japan-tokyo-shinjuku-2016.jpg706246https://www.schroders.com/en/sg/private-investor/sg-insights/economics/should-other-countries-take-a-leaf-out-of-trumps-economic-playbook/Keith WadeGlobalKeith WadeGlobal EconomyGrowthGDPEconomicsEconomic viewsWith growth outside the US faltering, we expect governments around the world to take a leaf out of Trump’s playbook and use tax and spending measures to support their economies. Mon, 12 Nov 2018 16:00:00 +0100globalkeithwadeglobaleconomygrowthgdpeconomicseconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/american-flag-us-port-container-ship-symbols-economy-industry-pride.jpg705968https://www.schroders.com/en/sg/private-investor/sg-insights/economics/world-cup-spending-spree-temporarily-boosts-uk-economy/Azad ZanganaUKAzad ZanganaGrowthGDPEconomicsBrexitEconomic viewsAlthough third quarter GDP data was strong, the UK economy flat-lined in August and September. We expect a very weak end to 2018.Fri, 09 Nov 2018 11:00:00 +0100ukazadzanganagrowthgdpeconomicsbrexiteconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/oxford-street-london-shopping.jpg705793https://www.schroders.com/en/sg/private-investor/sg-insights/markets/antibiotics-medicines-achilles-heel/GlobalResponsible InvestmentSustainabilityESGSocialEnvironmentalGovernanceWe ask leading experts, including Schroders fund manager John Bowler, what the food and pharmaceutical industries are doing to counter the challenge of increased resistance to antibiotics.Thu, 08 Nov 2018 09:00:00 +0100globalresponsibleinvestmentsustainabilityesgsocialenvironmentalgovernancehttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/the-times-articles/antibiotics.jpg705600https://www.schroders.com/en/sg/private-investor/sg-insights/economics/us-midterm-elections-is-gridlock-good/Keith WadeFrank ThormannFrederick SchaeferEquitiesUSFrederick SchaeferKeith WadeUS Monetary PolicyEconomicsEconomic viewsMarket viewsQuickview: The US midterms have, as expected, seen the Democrats take the House with the Republicans holding the Senate. Our investment experts consider the implications for fiscal policy, trade, and the 2020 presidential election. Wed, 07 Nov 2018 11:00:00 +0100equitiesusfrederickschaeferkeithwadeusmonetarypolicyeconomicseconomicviewsmarketviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/us-capitol-building.jpg705745https://www.schroders.com/en/sg/private-investor/sg-insights/markets/plastics-phase-out-exposure-through-the-value-chain/Seema SuchakElly IrvingGlobalSustainabilityESGSocialEnvironmentalGovernanceSustainable Investment TeamSustainability ReportingOur Sustainable Investment Team takes an in-depth look at the companies likely to be most impacted by the drive to reduce the use of plastics. Wed, 07 Nov 2018 09:00:00 +0100globalsustainabilityesgsocialenvironmentalgovernancesustainableinvestmentteamsustainabilityreportinghttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/plastic-bag-pollution-in-ocean.jpg705279https://www.schroders.com/en/sg/private-investor/sg-insights/markets/mind-the-garp--growth-at-a-ridiculous-price/Robin McDonaldMarcus BrookesMulti-AssetGlobalUKMarcus BrookesMulti-ManagerRobin McDonaldSharesMarket viewsMulti-Asset SolutionsEvidence is accumulating that the market leadership of growth stocks is now fracturing. If true, it could herald a dramatic reversal in many of the trends of recent years.Tue, 06 Nov 2018 15:00:00 +0100multiassetglobalukmarcusbrookesmultimanagerrobinmcdonaldsharesmarketviewsmultiassetsolutionshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/underground-train.jpg705245https://www.schroders.com/en/sg/private-investor/sg-insights/markets/monthly-markets-review---october-2018/EquitiesFixed IncomeGlobalCommoditiesInvestment Communications TeamMarket reviewsMulti-Asset SolutionsA review of markets in October when shares fell sharply amid ongoing concerns over global growth and trade. Tue, 06 Nov 2018 12:00:00 +0100equitiesfixedincomeglobalcommoditiesinvestmentcommunicationsteammarketreviewsmultiassetsolutionshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/stock-graph-onscreen.jpg704992https://www.schroders.com/en/sg/private-investor/sg-insights/markets/shocktober-seven-charts-that-tell-the-story-of-the-worst-month-for-stocks-in-six-years/David BrettEquitiesGlobalDavid BrettHere are our charts of the month for October, when stock markets sold off sharply.Mon, 05 Nov 2018 09:00:00 +0100equitiesglobaldavidbretthttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/market-display-stockexchange.jpg704851https://www.schroders.com/en/sg/private-investor/sg-insights/economics/december-rate-hike-likely-after-us-jobs-boost/Janet MuiUSUS Monetary PolicyFederal ReserveJanet MuiEconomicsEconomic viewsQuickview: Latest data paints a rosy picture for US employment and wage growth, and supports the case for a further rate hike in December.Fri, 02 Nov 2018 14:00:00 +0100ususmonetarypolicyfederalreservejanetmuieconomicseconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/liberty-island-overlooking-manhattan-skyline.jpg704450https://www.schroders.com/en/sg/private-investor/sg-insights/markets/less-can-be-more-how-to-improve-financial-reporting/David KnutsonFixed IncomeUSBondsCreditMarket viewsThe recent debate on the usefulness of quarterly reporting in the US misses the point.Thu, 01 Nov 2018 15:00:00 +0100fixedincomeusbondscreditmarketviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/beer-taps.jpg704346https://www.schroders.com/en/sg/private-investor/sg-insights/markets/how-has-the-us-stock-market-performed-around-midterm-elections/David BrettEquitiesUSDavid BrettCould the US midterm elections on 6 November pose a further stumbling block for stock markets?Thu, 01 Nov 2018 12:00:00 +0100equitiesusdavidbretthttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/midterm-elections.jpg704129https://www.schroders.com/en/sg/private-investor/sg-insights/economic-and-strategy-viewpoint1/economic-and-strategy-viewpoint---november-2018/Keith WadeAzad ZanganaCraig BothamGlobal Emerging MarketsGlobalAzad ZanganaCraig BothamKeith WadeBrazilGermanyEconomic & Strategy ViewpointEconomic viewsThe market selloff, the return of fiscal policy, a slowdown in eurozone data and Bolsanaro's Brazil victory all feature in our monthly analysis of the global economy.Wed, 31 Oct 2018 17:00:00 +0100globalemergingmarketsglobalazadzanganacraigbothamkeithwadebrazilgermanyeconomicstrategyviewpointeconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/berlin-panorama.jpg703529https://www.schroders.com/en/sg/private-investor/sg-insights/economics/Bank_of_Japan_stands_firm_amid_concern_over_side_effects_of_easing/Piya SachdevaEquitiesJapanInflationAbenomicsGlobal EconomyInterest RatesQuantitative EasingEconomicsEconomic viewsThe Japanese central bank held fire on monetary policy changes at its October meeting as it downgraded the inflation outlook yet again Wed, 31 Oct 2018 11:30:00 +0100equitiesjapaninflationabenomicsglobaleconomyinterestratesquantitativeeasingeconomicseconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/japan_drummer_boj.jpg703192https://www.schroders.com/en/sg/private-investor/sg-insights/economics/the-global-economy-in-pictures---october-2018/InfographicEconomicsIn this month's infographic we look at whether trade wars will end the current economic cycle and the issues facing Italy's highly indebted government.Tue, 30 Oct 2018 03:00:00 +0100infographiceconomicshttps://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg703301https://www.schroders.com/en/sg/private-investor/sg-insights/economics/brazil-backs-bolsanaro-what-next/Craig BothamPablo RiverollEquitiesGlobal Emerging MarketsCraig BothamBrazilEconomicsEconomic viewsEmerging MarketsPablo RiverollDespite his controversial reputation, Jair Bolsanaro’s victory in the Brazilian election has been greeted with investor optimism. But the real test is yet to come – particularly regarding the crucial topic of pension reform.Mon, 29 Oct 2018 12:00:00 +0100equitiesglobalemergingmarketscraigbothambrazileconomicseconomicviewsemergingmarketspabloriverollhttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/rio-de-janeiro-aerial.jpg695877https://www.schroders.com/en/sg/private-investor/sg-insights/markets/your-journey-to-retirement/Stephen KwaInvestors are often told that staying invested in a fixed asset allocation portfolio for the long term is all they need to generate returns that meet or exceed retirement goals. Here’s why we think this principle is flawed. Thu, 25 Oct 2018 18:00:00 +0200https://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/mountains-945x470.jpg698660https://www.schroders.com/en/sg/private-investor/sg-insights/markets/market-falls-cause-for-alarm-or-calm/Investment Communications TeamEquitiesEurope ex UKGlobalJapanUKUSVolatilitySharesPhilip HaddonMarket viewsAlpha EquityMulti-Asset SolutionsIt’s been a torrid period for stock markets recently. We examine what’s been happening and find out why some investors think it could be a time of opportunity.Thu, 25 Oct 2018 16:00:00 +0200equitieseuropeexukglobaljapanukusvolatilitysharesphiliphaddonmarketviewsalphamultiassetsolutionshttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/after-the-storm-clouds.jpg702962https://www.schroders.com/en/sg/private-investor/sg-insights/markets/why-the-european-carbon-price-can-no-longer-be-ignored/Global Climate Change TeamClimate ChangeSustainabilityESGSocialEnvironmentalGovernanceThe EU carbon market was reformed in 2017, meaning the price of carbon permits has soared over the past year. We look at the industrial impact and what this could mean for climate change.Thu, 25 Oct 2018 09:00:00 +0200climatechangesustainabilityesgsocialenvironmentalgovernancehttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/wind_turbine_construction_finished.jpg697973https://www.schroders.com/en/sg/private-investor/sg-insights/economics/is-japans-economy-lacking-women/Piya SachdevaJapanAbenomicsGrowthEconomicsEconomic viewsJapan’s impressive labour market data masks the low number of women employed or actively looking for work, known as the participation rate. We look at what might happen as this number rises.Wed, 24 Oct 2018 11:00:00 +0200japanabenomicsgrowtheconomicseconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/japan-tokyo-shinjuku-rush-hour.jpg697884https://www.schroders.com/en/sg/private-investor/sg-insights/markets/our-multi-asset-views-for-october-2018/Multi-Asset InvestmentsMulti-AssetGlobalJapanUSMulti-Asset Investments SchrodersMarket viewsMulti-Asset SolutionsOur asset allocation views this month include an upgrade to equities overall, and also specifically in Japan.Wed, 24 Oct 2018 10:00:00 +0200multiassetglobaljapanusmulti-assetinvestmentsschrodersmarketviewsmultiassetsolutionshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/japan-tokyo-shinjuku-2016.jpg697841https://www.schroders.com/en/sg/private-investor/sg-insights/markets/the-one-word-secret-of-the-greatest-investor-youve-never-heard-of/Simon AdlerBuy - sell disciplineThe Value PerspectiveAfter seven very successful decades managing money, one of Warren Buffett’s heroes concluded that the secret of long-term investing could be summed up in a single word.Wed, 24 Oct 2018 04:00:00 +0200buyselldisciplinethevalueperspectivehttps://www.schroders.com/en/sysglobalassets/digital/insights/images/secret_istock-857777582.jpg697641https://www.schroders.com/en/sg/private-investor/sg-insights/markets/sugar-big-food-big-tobacco/GlobalResponsible InvestmentSustainabilityESGSocialEnvironmentalGovernanceAnd, if so, is legislation the best option? David Prosser of The Times canvasses opinions on either side. Tue, 23 Oct 2018 12:00:00 +0200globalresponsibleinvestmentsustainabilityesgsocialenvironmentalgovernancehttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/the-times-articles/sugar-big-food-big-tobacco.jpg697733https://www.schroders.com/en/sg/private-investor/sg-insights/markets/why-psychology-is-the-secret-ingredient-in-the-success-of-global-cities/Tom WalkerReal EstateTom WalkerPrivate AssetsReal estate investors may not be aware of the impact psychology can have on cities.Mon, 22 Oct 2018 08:00:00 +0200realestatetomwalkerprivateassetshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/ucla_university_california_los_angeles.jpg698750https://www.schroders.com/en/sg/private-investor/sg-insights/markets/will-water-become-more-valuable-than-oil/GlobalOil PricesResponsible InvestmentClimate ChangeAndrew HowardSustainabilityESGSocialEnvironmentalGovernanceThree experts argue whether or not water might one day be more expensive than the fuel that powers the global economy.Mon, 22 Oct 2018 06:00:00 +0200globaloilpricesresponsibleinvestmentclimatechangeandrewhowardsustainabilityesgsocialenvironmentalgovernancehttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/the-times-articles/water-oil_andrea_ucini_300_rgb.jpg697276https://www.schroders.com/en/sg/private-investor/sg-insights/economics/chinas-growth-surprise-is-just-the-start/Craig BothamAsia ex JapanGlobal Emerging MarketsCraig BothamChinaEconomicsEconomic viewsEmerging MarketsWith the impact of tariffs yet to show up in the data, and the looming threat of a property slowdown, the larger-than-expected slowdown in Chinese growth is a taste of things to come.Fri, 19 Oct 2018 11:00:00 +0200asiaexjapanglobalemergingmarketscraigbothamchinaeconomicseconomicviewsemergingmarketshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/china-hong-kong-clouds.jpg696953https://www.schroders.com/en/sg/private-investor/sg-insights/markets/Climate_dashboard_points_to_4_degree_rise_despite_healthy_increase_in_carbon_prices/Sustainable Investment TeamGlobalClimate ChangeSustainabilityESGSocialEnvironmentalGovernanceSustainable Investment TeamThe latest update to our Climate Progress Dashboard implies the current pace of change - across the measures we track - will lead to long-run temperatures rises of around 4° Celsius.Wed, 17 Oct 2018 13:30:00 +0200globalclimatechangesustainabilityesgsocialenvironmentalgovernancesustainableinvestmentteamhttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/coal-mineral-exploitation.jpg