Monetary Policy

22MAY 2015


Schroders Quickview: End of the cycle for the US?

Chief Economist Keith Wade looks at today’s US inflation release and notes that despite a negative headline inflation print, there are signs that inflationary pressures are picking up.

21MAY 2015


Schroders Live reveals European optimism

At the May 2015 Schroders Live event, the panellists struck an optimistic tone and found a number of reasons to be upbeat about both growth and equities, especially in Europe.

21MAY 2015


Multi-Asset Insights: Opportunities in emerging market debt?

The latest insight from our multi-asset team explores the prospects for emerging market debt with US interest rates expected to normalise.

21MAY 2015


Watch: Massimo Tosato on the Global Investment Trends Survey

Massimo Tosato, Executive Vice Chairman of Schroders plc, looks at the disconnect between investors' expectations and behaviour highlighted by the Global Investment Trends Survey.

19MAY 2015


Has the bear market in bonds arrived?

Fixed income fund manager Gareth Isaac discusses whether the recent weakness in bond markets is a short-term setback, or the start of a sustained bear market for fixed income.

13MAY 2015


Schroders Quickview: Eurozone recovery gathers momentum

Although the eurozone economy remains fragile, today’s GDP data show it has enjoyed a good start to 2015. 


21APR 2015


60 seconds with Marcus Brookes on the outlook for interest rates in 2015

Marcus Brookes, Head of Multi-Manager, explains why interest rates rises in the US and the UK will likely be delayed in 2015, and what impact that will have for mortgage holders.

20APR 2015


Schroders Quickview: China stimulus rolled out as growth stalls

China's cut to Banks' reserve requirement ratio signals growth concerns after a weak first quarter, but should not be read as “Chinese QE” or an attempt to weaken the currency and we expect more rate cuts to come in 2015.

13APR 2015

Global Market Perspective

Q2 2015

Schroders Chief Economist and Strategist Keith Wade explains why his team are in favour of European stocks over US equities, remain neutral on bonds but downgrade their view on bunds and treasuries as we head into the second quarter of 2015.


18MAR 2015


FOMC meeting presents potential turning point for emerging market debt

As the Federal Open Markets Committee meets to discuss the future direction of its monetary policy, Schroders fund manager and Co-head of Emerging Markets Debt Relative James Barrineau discusses the potential opportunities a tightening cycle presents for investors.