Economic and Strategy Viewpoint
In this month's Viewpoint Schroders team of economists take a look at the issues affecting the performance of the global economy including Iberian political risks, China's equity boom and bust, and the threat posed by dollar strength.
Following a rebound in UK GDP, Schroders Senior European Economist & Strategist Azad Zangana expects the Bank of England to raise interest rates in early 2016 and at a faster pace than markets anticipate.
As the Federal Reserve looks to normalise monetary conditions we look at the potential impact on emerging market (EM) liquidity from three angles: external, domestic and equity positioning.
Labour market indicators in the UK suggest supply is becoming tight as corresponding wage data is now accelerating. Despite this, the Bank of England (BoE) remains relaxed.
In July's infographic we take an in depth look at the drivers behind the global economic recovery, how UK labour shortages could impact wage growth & monetary policy, and the impact on Greece of its bailout deal.
In the first of a two-part debate between Schroders’ economists, Emerging Markets Economist Craig Botham presents the case that the global outlook is bleak and that we are on the verge of a deep depression akin to that which hit in 1929.
Global Market Perspective
Economic and asset allocation views covering Q3 2015: Looking ahead, we see a pick-up in global activity as the US bounces back from a weak first quarter and growth in Japan and Europe resumes.
The Greek crisis is reaching a crescendo and the final "in or out" referendum this weekend has potentially huge and lasting repercussions.