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.
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.
The latest insight from our multi-asset team explores the prospects for emerging market debt with US interest rates expected to normalise.
Massimo Tosato, Executive Vice Chairman of Schroders plc, looks at the disconnect between investors' expectations and behaviour highlighted by the Global Investment Trends Survey.
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.
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.
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.
Global Market Perspective
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.
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.