Economic Views
11MAR 2019
Is the ECB’s guidance to markets proving effective?
Delays in tightening monetary policy lead to comparisons with Japan as negative interest rates become the “new normal”.
Interest Rates
Highlight
Economic Views
04APR 2019
Economic Views
08MAR 2019
2019
FEBRUARY
08FEB 2019
Equities
Five charts to gauge the environment for equities
Judging the end of the market cycle is difficult. Here, Schroders fund managers - including Nick Kirrage, Nick Kissack and Alex Breese - discuss charts that have caught their eye.
07FEB 2019
Economic Views
Bank of England downgrades growth forecast as Brexit hits sentiment
Upside risks remain if an orderly Brexit is achieved, paving the way for an interest rate rise.
07FEB 2019
Economic Views
India's central bank takes a dovish turn
The central bank has cut interest rates but a pause may have been a more prudent option.
JANUARY
31JAN 2019
Economic Views
The Fed: still the market's flexible friend
Snapshot: The US central bank’s more dovish stance has been welcomed by markets. We forecast another rate rise this year if activity picks up as expected.
29JAN 2019
Equities
Perspective: the prospects for Indian assets in 2019
Politics could drive performance of Indian assets on a near-term basis, but the long-term fundamental case for investment in India is robust, argues India Investment Specialist, Jigar Gandhi.
15JAN 2019
Economic Views
What is the outlook for interest rates in 2019?
In focus: The Schroders Economics Team now forecasts just one interest rate rise this year in the US. We explore why and consider other likely monetary policy moves in major economies.
2018
DECEMBER
20DEC 2018
Economic Views
Fearful markets disappointed by Fed policy stance
Market participants had expected a more dovish statement given recent volatility in risk assets