Global

10JAN 2019

Markets

Is this popular measure of stock market value giving a misleading “sell” signal?

Here's why scare stories about the current CAPE being a predictor of doom may prove to be wide of the mark.

09JAN 2019

Global Market Perspective

Q1 2019

Our latest economic and asset allocation views include a review of a turbulent year for markets, a look ahead to key themes for 2019, and a note on investment implications as the US cycle approaches the slowdown phase.

07JAN 2019

Markets

Quarterly markets review - Q4 2018

A look back on markets in Q4 when global equities suffered steep declines amid persistent worries over trade and economic growth.

04JAN 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - January 2019

In our latest update we review 2018 and look ahead to key themes for 2019 and some potential "black swans".

04JAN 2019

Markets

Market turmoil: Is now the right time to save or invest?

Leading experts, including Schroders' Head of Income Solutions Rupert Rucker, join the 'big money debate' in The Times.

03JAN 2019

Watch/Listen

Outlook 2019: 60 seconds on the global economy

We forecast global growth to slow in 2019 and the dollar looks set to weaken with US interest rates peaking mid-year.

02JAN 2019

Markets

How Q4 ranks among the worst 20 quarters of the past half century

Global stocks have suffered their worst quarter since 2011. We look at how it compared with the 20 worst quarters over the last 48 years and the potential silver lining for investors today.

02JAN 2019

Markets

Why oil could bounce back in 2019

Following the recent oil price plunge, we look at the outlook for oil supply and demand in the coming year.

2018

DECEMBER

31DEC 2018

Markets

How can we prepare for the AI revolution?

With artificial intelligence expected to infiltrate almost every aspect of modern life within a generation, we look at some of the most meaningful changes it is likely to bring about.

28DEC 2018

Markets

Our multi-asset views for December 2018

In our latest monthly update we discuss rising market volatility, our upgrade to gold and bonds as a diversifier.