Monetary Policy

01AUG 2016


Multi-Asset Insights: What are the implications of CSPP for corporate behaviour?

This month we review the progress of the European Central Bank’s Corporate Sector Purchase Programme (CSPP) and how it may affect corporates’ capital structure decisions.


29JUL 2016


Bank of Japan: cupboard is bare but corporate prospects undimmed

After the Bank of Japan's latest policy decision, we look at the options left for authorities to stimulate the economy and the outlook for corporate earnings.

22JUL 2016


Paying to lend? The failure of negative interest rate policy

We look at the economic and market impact of negative interest rate policy and where policymakers might head next.

15JUL 2016


Schroders Quickview: China outperforms, but is this economy a one-trick pony?

Chinese GDP growth was better than expected in the second quarter, but appears overly reliant on one engine of growth: fiscal stimulus.

14JUL 2016


How UK interest rate predictions have shifted after the Brexit vote

Following today's announcement to hold interest rates from the Bank of England (BoE) Andrew Oxlade, Head of Editorial Content, looks at market expectations for the BoE's interest rate policy and answers five crucial questions:


29JUN 2016


Stagflation: what is it and why should investors care?

Following Brexit the term "stagflation" has reared its head, but what is it, what signs should investors look for and how will it affect different investments?

28JUN 2016


Multi-Asset Insights: Have central banks lost their potency in determining exchange rates?

This month's Multi-Asset Insights examines how the role of monetary policy as a significant driver of exchange rates appears to be breaking down.

13JUN 2016


What would helicopter money mean for markets?

The Multi-Manager View: the team looks at one of the next possible policy weapons in the monetary arsenal - helicopter money - and considers its market implications.

10JUN 2016


Schroders Quickview: Russia - one cut down, many more to come

Russia cuts interest rates but more reductions will be needed to support a return to economic growth.


18MAY 2016


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.