Economics

16OCT 2017

Economic Views

China’s Communist party congress: what investors should expect

The 19th National Congress of the Communist Party of China begins on Wednesday. Will President Xi Jinping stick or twist on the country’s economic policy, and what might it mean for markets?

13OCT 2017

Economic Views

Federal Reserve poised for December rate rise

Despite mixed signals on inflation, the US Federal Reserve is likely to raise interest rates in December.

13OCT 2017

Watch/Listen

60 seconds with Keith Wade on the Goldilocks economy

In this video Keith Wade explains why the global economy is currently in a Goldilocks scenario.

06OCT 2017

Fixed Income

We are still in a bull market… for complacency

In today’s complacent and expensive bond markets, an active and flexible approach is needed. We look at where the risks and opportunities lie.

05OCT 2017

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - October 2017

This month, our economists discuss global liquidity, the outlook for UK interest rates and falling inflation in emerging markets.

04OCT 2017

Economic Views

From QE to QT - whither global liquidity?

In this month's TalkingEconomics, our economists discuss global liquidity, the outlook for UK interest rates and falling inflation in emerging markets.

03OCT 2017

Equities

Investing is a marathon, not a sprint — even during revolutions

Huw van Steenis discusses three of the big themes for investors at Schroders' recent Madrid event: coping with tech disruption, the end of QE and populism.

SEPTEMBER

28SEP 2017

Multi-Asset

Quantitative tightening: the three things the Fed wants to avoid

After $3.5 trillion of quantitative easing, soon the US authorities will start turning off the taps. But only if they can avoid a market meltdown.

22SEP 2017

Economic Views

Markets shrug at May's Florence speech

Theresa May’s speech confirmed that the UK is seeking a transition period but gave few further details on the final shape of Brexit.