In July's infographic we take an in depth look at the drivers behind the global economic recovery, how UK labour shortages could impact wage growth & monetary policy, and the impact on Greece of its bailout deal.
In the first of a two-part debate between Schroders’ economists, Emerging Markets Economist Craig Botham presents the case that the global outlook is bleak and that we are on the verge of a deep depression akin to that which hit in 1929.
There were limited growth changes made to our emerging markets forecast, but all of the BRIC members face challenges this year, with sentiment on India beginning to turn.
The European Central Bank's injection of stimulus and the fall in energy prices continue to provide support for the eurozone, but UK growth is likely to be hurt by austerity measures following the Conservatives' win in the May general election.
Schroders economists cut their global growth forecasts for 2015, while reflecting on concerns surrounding the Federal Reserve interest rate policy and how it might impact global investment.
The eurozone’s flash estimate for the harmonised index of consumer prices (HICP) showed an annual increase of 0.3% in May – the first increase since November 2014, backing up our view that deflation is not a major concern for the region.
At our recent forum in Edinburgh, five leading Schroders fund managers and chief economist Keith Wade met to discuss the state of global markets and assess what lies ahead.
Schroders Chief Economist Keith Wade sees five key themes shaping the macroeconomic landscape and supporting risk assets over the next year including energy prices, central bank monetary policy and the hunt for yield.
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.