Economic and Strategy Viewpoint
In this month's Viewpoint we update our global growth forecasts, look at Europe which has become a source of comfort in an uncertain world, and ask whether emerging markets have reached their nadir?
This month's Multi-Asset Insights explores higher levels of volatility and the resulting risks and opportunities for investors.
New regulations have seen banks and money market funds change their cash management processes. Is this contributing to a squeeze in dollar-denominated funding?
In the opening weeks of 2016, fixed income investors have had their faith in the banking sector, particularly in Europe, tested once again. What is causing the alarm, and is it justified?
In this month’s infographic, our economists look at whether global economic concerns have been overplayed or whether it’s time for investors to panic.
The Bank of Japan recently joined a handful of central banks by cutting interest rates into negative territory. Are the unintended consequences of these moves contributing to weakness in financial stocks?
Fixed Income Investment Director Michael Lake believes that the market volatility since the start of the year is largely sentiment driven and has been exacerbated by a lack of liquidity.
In the wake of rising company awareness and the increasing costs of water risk, we explore the potential financial impacts of water stress on companies in the beverages sector.
The Schroders Economics team has studied the way markets behave during periods in which the Federal Reserve (Fed) tightens monetary policy, and how they perform following periods of “panic”. Will this time be any different?
An overview of markets in January 2016 when worries over growth in China and the US, as well as volatile oil prices, put significant pressure on global equities.