Craig Botham

Senior Emerging Markets Economist

Highlight

Economic and Strategy Viewpoint

29NOV 2019

Economic and Strategy Viewpoint - December 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".

Economic and Strategy Viewpoint

31OCT 2019

2019

OCTOBER

14OCT 2019

Economics

Trade war déjà vu is scant comfort to investors

We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one.

01OCT 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - October 2019

The latest update from the economics team discusses whether global activity is at a turning point as well as including an update on Brexit and the prospects for China’s currency.

SEPTEMBER

30SEP 2019

Economics

How do presidential impeachments affect markets?

As US President Donald Trump faces fresh impeachment calls, we look at whether such inquiries in the past have moved markets.

06SEP 2019

Economics

How trade wars are weakening the BRICs

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.

AUGUST

23AUG 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - September 2019

In their latest forecast update, our economists downgrade their projections for global growth due to the recent escalation in the US-China trade war.

07AUG 2019

Economics

Fed rate cut spurs EMs into action

A wave of rate cuts across the emerging markets is likely, as India joins Brazil in cutting interest rates by more than expected.

05AUG 2019

Economics

Has Trump misjudged China?

With the yuan’s latest depreciation, China is upping the ante in its trade war with the US. This has significant market and economic implications.