Interest Rates

17DEC 2015

Fixed Income

Schroders Quickview: Has the Fed hike actually made emerging markets more appealing?

Now that the Federal Reserve (Fed) has raised rates, investors may start to view emerging market debt in a new light.

16DEC 2015

Economic Views

Fed: Up!

It has been exactly seven years (to the day) of zero interest rate policy in the US.

15DEC 2015

Fixed Income

Outlook 2016: US Multi-Sector Fixed Income

The market appears confident that Federal Reserve rate hikes will be gradual in 2016, and we believe this could be storing up some shocks for the new year.

11DEC 2015

Fixed Income

What happens once interest rates lift off?

Expectations that the Federal Reserve (Fed) will raise interest rates have increased markedly following the October Federal Open Market Committee (FOMC) meeting, but what does this mean for bond investors?

03DEC 2015

Economic Views

Global economy in pictures: Annual 2015 economic infographic

We review a turbulent year for the global economy which endured dramatic falls in the price of oil, geopolitical tension in Europe, a stockmarket crash in China and ends with the Federal Reserve considering raising interest rates for the first time in nearly a decade.

01DEC 2015

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint December 2015

In this month's Viewpoint our economists cut their global and European growth forecasts for 2016, examine the uneven recovery in emerging markets and look at what the risks are to the world economy.


20NOV 2015

Economic Views

November 2015 Economic Infographic

In the latest infographic Schroders economists examine the factors that could tip the global economy into recession, the problem with the UK's proposed 'tax-credit' reforms*, what's driving risk appetite among investors and the corruption scandals crippling Brazil.

06NOV 2015

Economic Views

Schroders Quickview: Case for US rate rise boosted by jobs surprise

Despite Friday's strong jobs data, we see little need for the Federal Reserve to aggressively tighten monetary policy.


29OCT 2015

Fixed Income

Schroders Quickview: What does a more hawkish Fed mean for EM debt?

A moderately more hawkish Federal Reserve—which on Wednesday opened the door wider for a December rate hike—will perhaps stall a recovery in emerging market currencies, but the global search for yield will likely keep dollar denominated emerging market debt from retreating in price substantially.

28OCT 2015

Fixed Income

Will interest rates “neutralise” in our lifetimes?

The Federal Reserve’s (Fed) decision to delay raising interest rates in the wake of fears over the health of China’s economy highlights the conundrum facing central bankers, so when will interest rates rise and will I be dead before rates match GDP growth rates (“neutralise”) again?