China’s growth is stable but all the old problems remain, with renewed and persistent renminbi (RMB) weakness beginning to nudge complacent investors back into mild concern. More government stimulus will be needed – and delivered – in 2017, but we expect severe problems before the decade is out.
Global Market Perspective
Economic and asset allocation views covering Q4 2016, including our forecasts update, a look at the upcoming US election and a research note on the limits of monetary policy.
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
Bond investors seeking stable returns face an increasingly difficult task, but there are options available.
The Bank of England's bold measures should gain traction in the economy. We look at the implications for bond markets from here.
The post-Brexit recession risk calls for more stimulus, but does the Bank now have any ammunition left?
With negative interest rate policy (NIRP) imposed in Japan and across much of Europe, we explain what it means and look at its effects.