Economic and Strategy Viewpoint
29NOV 2019
Outlook 2020: Global economy
The global economy should perform better in 2020, underpinned by a US-China trade truce and lower interest rates, Schroders’ chief economist Keith Wade explains.
Keith Wade
Chief Economist & Strategist
Highlight
2019
OCTOBER
31OCT 2019
Economics
Fed hits pause, for now
Trade uncertainty and a squeeze on profit margins could see a return to rate cuts in 2020.
17OCT 2019
Economics
Brexit deal reaction: recession averted?
What are the implications of today's breakthrough in Brexit negotiations?
16OCT 2019
Economics
The "inescapable truths" one year on: what's changed?
A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?
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.
10OCT 2019
Global Market Perspective
Global Market Perspective - Q4 2019
Our latest economic and asset allocation views include a discussion about the ongoing trade war and its implications for gold.
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
09SEP 2019
Markets
Measuring the market impact of geopolitics
Geopolitical risk is on the rise and investors will increasingly need to take it into account in the coming years. Our analysis looks at how it can impact portfolios and what investors can do about it in terms of strategy.