Monetary Policy


03NOV 2016


TalkingEconomics: China - problems build behind the dam of growth

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.


20OCT 2016


Brazil cuts rates with further easing likely

Lingering concerns over inflation constrain more aggressive cuts for now.

12OCT 2016

Global Market Perspective

Q4 2016

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.


28SEP 2016


Schroders Live: Brexit, US elections and central banks in focus

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

21SEP 2016


No BoJ rate cut, but new policies brought in to boost inflation

The BoJ move is welcome, but will the public be convinced?

06SEP 2016


How can bond investors generate returns in a low rate, post-Brexit world?

Bond investors seeking stable returns face an increasingly difficult task, but there are options available.


05AUG 2016


BoE and bonds: the fixed income view on the latest measures

The Bank of England's bold measures should gain traction in the economy. We look at the implications for bond markets from here.

04AUG 2016


Bank of England seeks to ease Brexit pain with interest rate cut and QE restart

The post-Brexit recession risk calls for more stimulus, but does the Bank now have any ammunition left?

04AUG 2016


Will you "pay to save"? What negative interest rates mean for investors

With negative interest rate policy (NIRP) imposed in Japan and across much of Europe, we explain what it means and look at its effects.

03AUG 2016


Will the Bank of England pull out all the stops?

Go all out or save some for later? That is the question the Bank of England (BoE) will face on Thursday 4 August.