Monetary Policy

19AUG 2015

Markets

Multi-Asset Insights: Emerging markets' vulnerability demands focus on quality

Continuing the emerging markets (EM) theme from last month, when we shared our views on how economically vulnerable EM may be in an environment of rising US interest rates, this month we provide an expanded update on our views across EM risk premia.

19AUG 2015

Watch/Listen

Watch: Is the Second Great Depression approaching? The case against

In the second part of a two part series in which we debate whether we are on the verge of a depression akin to that which hit in 1929, Chief Economist and Strategist Keith Wade presents three reasons why we will not see a repeat of the Great Depression today. 

19AUG 2015

Watch/Listen

Watch: Is the Second Great Depression approaching? The case for

In the first part of a two part series in which we debate whether we are on the verge of a depression akin to that which hit in 1929, Emerging Markets Economist Craig Botham presents his four key reasons for a bleak global outlook.

17AUG 2015

Economics

August 2015 Economic Infographic

Schroders August 2015 economic infographic looks at the problems facing China's policy makers following the equity boom and bust, the political risk in Europe shifting to Iberia, and storm clouds lifting over the global economy.

14AUG 2015

Economics

Schroders Quickview: Eurozone growth disappoints but remains steady

Although economic growth in the eurozone slowed in the second quarter, we continue to expect an acceleration in the second half of the year as ongoing oil price weakness boosts households’ spending power.

14AUG 2015

Markets

Absolute return - thinking differently about bond funds

We take a look at absolute return bond funds, and explore how a strategic approach could better protect capital without sacrificing growth.

13AUG 2015

Markets

Schroders Quickview: How will China's devaluation impact eurozone equities?

China’s central bank has taken steps to devalue the renminbi. The initial direct impact on eurozone equities is fairly limited but certain sectors and companies have more pronounced exposure.

11AUG 2015

Markets

Schroders Quickview: Large yuan depreciation not on the horizon

We believe today’s moves by the People's Bank of China (PBoC) do not signal the start of a substantial devaluation in the yuan as financial and social stability remain the overriding concerns for policymakers.

10AUG 2015

Markets

Monthly markets review - July 2015

An overview of markets in July 2015 when developed markets rebounded but emerging markets lagged behind amid worries over Brazil and China.

04AUG 2015

Markets

Seeking yield: the long-term Asian dividend story

Despite the prospect of an impending Federal Reserve rate hike, we believe the long-term case for investing in Asian dividend stocks remains strong.