Japan

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Economics

19JUN 2018

Trade tensions - the US ups the ante

As the US threatens further tariffs on Chinese goods, we look at the possible response from China and the potential impact on other emerging market economies.

2018

APRIL

23APR 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - May 2018

Trade wars, and how they might affect the US, emerging markets and Japan, are the focus of this month's viewpoint.

FEBRUARY

14FEB 2018

Economics

Japanese growth moderates, but eighth consecutive quarter of positive GDP growth confirmed

Quickview: Consumption and capex the bright spots in a weaker-than-expected Japan GDP report.

05FEB 2018

Markets

What has driven stockmarket returns and what will drive them in future?

While the equity markets of various countries and regions have performed very similarly over the past three years, the components of returns have been very different

JANUARY

08JAN 2018

Global Market Perspective

Global Market Perspective Q1 2018

Themes for 2018, slowing global liquidity, the behaviour of inflation and a review of 2017 all feature in this quarter's economic and asset allocation views.

2017

DECEMBER

13DEC 2017

Markets

Outlook 2018: Another good year for investors?

We find a spirit of cautious optimism in our round-up of the market views from around Schroders.

04DEC 2017

Markets

Outlook 2018: Japanese equities

The policy environment for Japanese companies looks favourable for the year ahead, although external risks remain.

01DEC 2017

Economics

Outlook 2018: Global economy

In the first part of our series of articles assessing the outlook for next year, Keith Wade discusses whether the Goldilocks combination of strong growth and low inflation can continue in 2018.