Economic and Strategy Viewpoint
29NOV 2019
Schroders' economists suggest the global economy will probably avoid a recession in 2020, why they are optimistic about emerging markets next year, and mull the end of Japan's era of "Abenomics".
Global Market Perspective
03OCT 2019
Economic and Strategy Viewpoint
01OCT 2019
23AUG 2019
Economic and Strategy Viewpoint
In their latest forecast update, our economists downgrade their projections for global growth due to the recent escalation in the US-China trade war.
31JUL 2019
Economic and Strategy Viewpoint
This month our economists look at why fiscal policy is back in vogue, what's behind weak US inflation and why weak sterling isn't helping the UK.
11JUL 2019
Global Market Perspective
Our latest economic and asset allocation views include a note on US monetary policy as well as our views on rising geopolitical risk and the possibility of a US recession.
28JUN 2019
Economic and Strategy Viewpoint
In this month's Viewpoint we discuss the outlook for US interest rates as well as the policy options available to central banks in the event of a global slowdown.
01MAY 2019
Economic and Strategy Viewpoint
This month we consider the prospect of a "melt-up" in markets, as well as stockpiling in the UK and the economic difficulties facing Turkey and Argentina.
29MAR 2019
Economic and Strategy Viewpoint
In this month's Viewpoint, we consider the outlook for US profits, the ECB's interest rate policy and the upcoming elections in India.
15MAR 2019
Thought Leadership
Headlines on consumer delinquency have taken a negative spin. Recent auto delinquency data is at near-peak levels despite today’s low unemployment. But it’s important to examine exactly what is being reported as “delinquency” when reviewing the data.
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