We examine some of the potential consequences for markets when the Fed removes the punchbowl of QE. Will it be as boring a process as Janet Yellen hopes?
We highlight a few of the charts we found interesting this month, including a roundup of stockmarkets, a warning to bulls and a global infrastructure deficit .
We look at the challenge and importance of emphasising capital preservation over capital growth as market risks build.
At our latest Schroders Live event on 13 January, our expert panel discussed major themes in markets, including the recent rotation, likely impact of Donald Trump, and the prospects for emerging markets.
Our panel of experts reflect on the revival seen in emerging markets this year, and discuss whether it is set to continue in 2017 in the wake of the recent US presidential election result.
At our Schroders Live event on 28 September, Senior European Economist & Strategist Azad Zangana and Multi-Asset fund manager Remi Olu-Pitan, discussed the major themes in markets with Manus Cranny, Bloomberg’s European Markets Editor
This month we review the progress of the European Central Bank’s Corporate Sector Purchase Programme (CSPP) and how it may affect corporates’ capital structure decisions.
This month's Multi-Asset Insights examines how the role of monetary policy as a significant driver of exchange rates appears to be breaking down.