Economics

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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".

2019

NOVEMBER

11NOV 2019

Economic Views

UK economy rebounds to avoid recession

Unless the economy improves and a smooth Brexit is achieved, interest rates may be lowered.

07NOV 2019

Economic Views

Bank of England takes dovish turn, but for how long?

While two members vote to cut interest rates, recent developments suggest the prospect of this happening are fading.

OCTOBER

31OCT 2019

Economic Views

Eurozone economy defies pessimists

Latest GDP data shows that France has helped the eurozone economy outperform the more pessimistic consensus forecasts. Whether Germany is in recession remains to be seen.

31OCT 2019

Economic Views

Fed hits pause, for now

Trade uncertainty and a squeeze on profit margins could see a return to rate cuts in 2020.

28OCT 2019

Economic Views

Smooth Brexit could be on cards as election looms

A smooth Brexit could remove some of the fog of uncertainty over the UK economic outlook, a prospect made more likely by the agreement to extend the deadline to 31 January 2020.

28OCT 2019

Equities

What Thomas Cook's collapse tells us about the power of disruption

Thomas Cook's collapse after 178 years shows that even the most venerable of businesses are not immune to the power of disruptive change. We look at some of the causes of its demise.

23OCT 2019

Economic Views

Is the US heading for recession in 2020?

We look at what bond and labour markets are signalling about the prospects for the US economy next year.