Global Economy

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Economics

09SEP 2019

How does geopolitics impact investment returns and what can you do about it?

Our economists have analysed the effect geopolitical risk can have on investors’ portfolios. Should investors simply hold their nerve during volatile times? Or is it better to entrust fund managers able to take a more dynamic approach?

2019

FEBRUARY

08FEB 2019

Economics

Five charts to gauge the environment for equities

Judging the end of the market cycle is difficult. Here, Schroders fund managers - including Nick Kirrage, Nick Kissack and Alex Breese - discuss charts that have caught their eye.

JANUARY

23JAN 2019

Economics

Three themes for 2019 - and some black swans

We discuss three themes that will shape market performance in the coming year, as well as four events that could take investors by surprise.

2018

DECEMBER

05DEC 2018

Economics

Outlook 2019: Global equities

We are seeking out companies investing for change in 2019, while increasingly wary of those that have borrowed excessively.

05DEC 2018

Economics

Outlook 2019: Global economy

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

NOVEMBER

12NOV 2018

Economics

Should other countries take a leaf out of Trump's economic playbook?

With 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.

OCTOBER

05OCT 2018

Economics

Brexit: 23 answers to investors’ questions

There remains much uncertainty as negotiations between the UK and EU enter a crucial stage. Sue Noffke, UK equities fund manager, provides some clarity for investors.

SEPTEMBER

18SEP 2018

Economics

Trade wars step up, more to come

Quickview: As the trade wars escalate we see no sign of agreement between the US and China. We assess the macro impact.