Russia

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Economics

16MAR 2018

Russian election: how might Putin’s inevitable victory affect the economy?

For Russia the risk lies not in Sunday’s election, but what comes after.

2017

DECEMBER

05DEC 2017

Markets

Outlook 2018: Emerging market equities

We believe the outlook for emerging market equities remains positive, albeit we expect returns to be more modest in 2018.

NOVEMBER

13NOV 2017

Economics

More rate cuts to come after Russia growth slows?

Russian growth slowed more than the market expected in the third quarter, supporting the argument for further rate cuts by the central bank.

OCTOBER

09OCT 2017

Markets

Why economic growth has been a mirage for emerging market investors

The link between emerging market companies' earnings and GDP growth is tenuous. We explain why investors are better off focusing on fundamental analysis of individual companies.

06OCT 2017

Global Market Perspective

Global Market Perspective Q4 2017

Small caps, global liquidity, and seven-year returns are among the topics in the spotlight in the latest economic and asset allocation views covering Q4 2017.

04OCT 2017

Markets

Is the emerging markets revival sustainable?

In this in-depth Q&A, our panel of experts discuss the outlook for emerging market assets, from both a bonds and equities point of view.

03OCT 2017

Markets

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.

JUNE

16JUN 2017

Economics

Russian central bank cuts rates but alters tone

The Russian central bank cut its headline interest rate by 25bps, in line with expectations, but changed its outlook for the pace of future easing.