Markets
13DEC 2019
What the US-China trade deal means for global growth
At first glance, the "phase one" US-China trade deal looks to slightly exceed our expectations, suggesting modest upside to our economic growth forecasts.
Snapshot
Highlight
2019
NOVEMBER
27NOV 2019
Markets
Our multi-asset investment views - November 2019
This month we upgraded equities to positive and downgraded bonds to neutral, reflecting our belief that recession risks have reduced.
20NOV 2019
Economics
Infographic: A snapshot of the world economy in November 2019
This month's infographic looks at the outlook for US company profits and the lessons we can learn from Japan's government spending in the 1990s.
19NOV 2019
Markets
Are we witnessing the US dollar’s fall from grace?
November’s multi-asset chart of the month highlights how a global shortage of US dollars could be reversing. This could signal the beginning of a weak phase for the currency.
14NOV 2019
Economics
Disappointing Japanese growth bolsters case for rate cut
Economic growth was weaker than we expected in Q3, increasing expectations for a rate cut from the Bank of Japan
11NOV 2019
Economics
UK economy rebounds to avoid recession
Unless the economy improves and a smooth Brexit is achieved, interest rates may be lowered.
07NOV 2019
Economics
Bank of England takes dovish turn, but for how long?
While two members vote to cut interest rates, recent developments suggest the prospect of this happening are fading.
05NOV 2019
Markets
Institutional study: sustainable investment scepticism in sharp decline
The level of cynicism towards sustainable investments has fallen sharply, Schroders Institutional Investor Study found.