Growth

25APR 2017

Economics

What a Macron victory would mean for Europe’s economy and equities

How would a Macron presidency in France affect equities, the ECB, Brexit negotiations, and more? At our latest Schroders Live event Keith Wade and Martin Skanberg discussed some of the big issues facing Europe and its markets right now.

04APR 2017

Economics

Value investment rally: has the ship sailed?

It’s not too late to get on board the value rally, according to a panel of Schroders fund managers, and a renewed focus on investment styles is here to stay.

03APR 2017

Economics

TalkingEconomics: Is populism good for markets?

In this monthly summary of our views on the global economy, we discuss the impact of populist policies on markets, political risk in France and the recent upswing in global trade.

MARCH

13MAR 2017

Economics

Where next for the value rally in Europe?

Late 2016 saw the market rotate towards value but opportunities now look more balanced.

03MAR 2017

Economics

TalkingEconomics: World economic recovery faces inflation headwind

In the monthly summary of our views on the global economy we highlight the growing threat inflation poses.

FEBRUARY

23FEB 2017

Economics

What next for inflation?

We explain why inflation is on the rise and look at the situation in the US, UK, Europe and China

JANUARY

31JAN 2017

Economics

TalkingEconomics - The world economy shrugs off uncertainty… for now

Concerns about the impact of Brexit and President Donald Trump’s populist policies on growth have been swept aside and growth forecasts are now likely to be upgraded

25JAN 2017

Economics

EuroView: Rotation, earnings recovery and a view from the US

Rory Bateman discusses key themes in European equities, including the rotation towards value, prospects for corporate earnings, and the investment implications of a Donald Trump presidency.

2016

DECEMBER

15DEC 2016

Economics

The story of the global economy in December 2016

In this month's infographic we investigate global growth and the risks presented by a Trump presidency, how higher inflation could dent European growth and why emerging markets continue to push onwards and upwards.

12DEC 2016

Economics

Outlook 2017: Multi-asset

After several years of a persistently low growth environment, a renewed focus on fiscal policy in 2017 could revive hopes of stronger economic expansion.