Inflation

21MAY 2015

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Watch: Massimo Tosato on the Global Investment Trends Survey

Massimo Tosato, Executive Vice Chairman of Schroders plc, looks at the disconnect between investors' expectations and behaviour highlighted by the Global Investment Trends Survey.

19MAY 2015

Economics

Schroders Quickview: UK falls temporarily into deflation

We are unconcerned by a single negative reading of -0.1% from UK annual consumer price inflation and expect to see higher inflation as 2015 progresses.

19MAY 2015

Markets

Has the bear market in bonds arrived?

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.

19MAY 2015

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60 seconds with Rajeev de Mello: Asian bond boost from falling inflation

Rajeev De Mello, Head of Asian Fixed Income, looks at how falling inflation and a strong US dollar are impacting Asian bonds and currencies.

APRIL

20APR 2015

Economics

Schroders Quickview: China stimulus rolled out as growth stalls

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.

MARCH

24MAR 2015

Economics

Schroders Quickview: Falling UK inflation to spur domestic demand

“The fall in energy prices over the last six months has been largely driven by an increase in global supply rather than a fall in global end demand.”

11MAR 2015

Economics

Forecast update: Global tilt toward advanced economies

An acceleration in the advanced economies is offset by weaker growth in the emerging markets to leave our global growth forecast at 2.8% in 2015.Inflation in the advanced world is expected to record its lowest rate for five years in 2015, but picks up in 2016 as the impact of lower energy prices fades. We do not expect sustained deflation in the eurozone or in the wider global economy.

11MAR 2015

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Schroders Investment Weather Forecast: US shines in mixed outlook for multi-asset

In 2015 we see a mixed weather front across multiple asset classes and regions, with diverging monetary policy and stretched valuations.

FEBRUARY

12FEB 2015

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60 seconds with Keith Wade on the economic outlook for the US

Keith Wade gives his view on the outlook for the US economy ahead of the release of the retail sales and consumer confidence data.