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".


07DEC 2018



24OCT 2018

Economic Views

Womenomics: Is Japan’s economy lacking women?

Japan’s impressive labour market data masks the low number of women employed or actively looking for work, known as the participation rate. We look at what might happen as this number rises.


18SEP 2018

Economic Views

Japan PM poised to cement his position

Quickview: We see a more hawkish monetary policy stance as one implication of a Shinzo Abe leadership election win.


14FEB 2018

Economic Views

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.



04DEC 2017


Outlook 2018: Japanese equities

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


28FEB 2017

Economic Views

How exposed is the Japanese economy to possible US trade protectionism?

Japan may appear less exposed than some other countries to US trade risks but it would still be affected by anti-globalisation measures.



21JUN 2016

Economic Views

Investing in the future: Japan's focus on sustainability

Japanese companies are increasingly thinking long term in order to thrive and grow in the future.


18MAY 2016

Economic Views

Schroders Quickview: Japan GDP figures flatter to deceive

The Japanese economy continues to struggle to regain momentum. We expect today’s GDP figures will result in a delay to the next consumption tax hike.