Monetary Policy

JULY

31JUL 2015

Economic and Strategy Viewpoint

July 2015

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.

28JUL 2015

Economics

Schroders Quickview: As UK growth rebounds, are rate rises on the horizon?

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.

28JUL 2015

Markets

Multi-Asset Insights: Are emerging markets prepared for the eventual US rate hike?

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.

16JUL 2015

Economics

TalkingEconomics: UK summary July 2015

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.

16JUL 2015

Economics

TalkingEconomics: Emerging markets summary July 2015

Direct links between a Greek exit (Grexit) and emerging markets (EM) are limited, but there is always the risk of contagion.

15JUL 2015

Economics

July 2015 Economic Infographic

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.

14JUL 2015

Economics

Is the Second Great Depression approaching? Part one: the case for

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.

13JUL 2015

Economics

Schroders Quickview: Greece to receive pay-as-you-go bailout

A road map to a long-term bailout deal has been agreed, but not without Greece making major concessions.

13JUL 2015

Global Market Perspective

Q3 2015

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.

JUNE

29JUN 2015

Economics

Schroders Quickview: Greece faces the abyss

The Greek crisis is reaching a crescendo and the final "in or out" referendum this weekend has potentially huge and lasting repercussions.