US

2019

MARCH

22MAR 2019

Sustainability

Sustainable Investment Report 2018

In a foreword to Schroders annual Sustainable Investment Report, chief executive Peter Harrison explains how the company's approach to investing is serving a wider social purpose.

21MAR 2019

Economic Views

Fed turns more dovish and signals an end to rate hikes

The Federal Reserve signals no rate rises for 2019

15MAR 2019

Fixed Income

Consumer delinquency - Thank u, next!

Headlines on consumer delinquency have taken a negative spin. Recent auto delinquency data is at near-peak levels despite today’s low unemployment. But it’s important to examine exactly what is being reported as “delinquency” when reviewing the data.

14MAR 2019

Fixed Income

Consumer delinquency…thank U, next

Headlines on consumer delinquency have taken a negative spin. Recent auto delinquency data presented by the Federal Reserve Bank of New York (FRBNY) shows auto delinquency at near-peak levels, despite today’s low unemployment. If this seems a bit inconsistent, we agree. It’s important to examine exactly what is being reported as “delinquency” when reviewing this data.

12MAR 2019

Equities

A new approach to investing in emerging markets

Gavin Ralston and Kristjan Mee propose a new way of investing in emerging markets to benefit from the opening up of China’s capital markets

12MAR 2019

Fixed Income

EMD Relative weekly notes: Week Ending March 8, 2019

Week Ending March 8, 2019