Keith Wade

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Economic and Strategy Viewpoint

29MAR 2019

Economic and Strategy Viewpoint - April 2019

In this month's Viewpoint, we consider the outlook for US profits, the ECB's interest rate policy and the upcoming elections in India.

2019

MARCH

17MAR 2019

Markets

Infographic: Inescapable truths for the decade ahead

This interactive infographic explores our inescapable investment truths.

01MAR 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - March 2019

In our latest forecast update, we cut our 2019 global growth projection again but we still think the US and world economy will avoid recession.

JANUARY

31JAN 2019

Economics

The Fed: still the market's flexible friend

Snapshot: The US central bank’s more dovish stance has been welcomed by markets. We forecast another rate rise this year if activity picks up as expected.

23JAN 2019

Economics

Three themes for 2019 - and some black swans

We discuss three themes that will shape market performance in the coming year, as well as four events that could take investors by surprise.

15JAN 2019

Economics

What is the outlook for interest rates in 2019?

In focus: The Schroders Economics Team now forecasts just one interest rate rise this year in the US. We explore why and consider other likely monetary policy moves in major economies.

14JAN 2019

Economics

How trade wars have affected emerging market returns

Snapshot: We illustrate how trade concerns influenced emerging markets equity returns in 2018, and discuss the prospect of a rebound this year.

09JAN 2019

Global Market Perspective

Q1 2019

Our latest economic and asset allocation views include a review of a turbulent year for markets, a look ahead to key themes for 2019, and a note on investment implications as the US cycle approaches the slowdown phase.