Chief Economist and Strategist Keith Wade, and Fixed Income Portfolio Manager Lisa Hornby, discuss the latest US GDP release and its potential effect on the Federal Reserve's outlook.
As the Federal Reserve looks to normalize monetary conditions, we look at the potential impact on emerging market (EM) liquidity from three angles: external, domestic and equity positioning.
In the first of a two-part debate between Schroders' economists, Emerging Markets Economist Craig Botham presents the case that the global outlook is bleak and that we are on the verge of a deep depression akin to that which hit in 1929.
Global Market Perspective
Economic and asset allocation views covering Q3 2015: Looking ahead, we see a pick-up in global activity as the US bounces back from a weak first quarter and growth in Japan and Europe resumes.
We assess the outcome of the latest meeting of the US Federal Open Markets Committee and how it affects the likely timing of the first interest rate rise.
Fixed income portfolio manager Gareth Isaac discusses the recent bond market volatility and its implications for investors over the longer term.
Economic and Strategy Viewpoint
In this month's Viewpoint, our economists focus on global growth expectations and have cut their forecasts for the US, Japan and the UK following a disappointing first quarter.
At our recent forum in Edinburgh, five leading Schroders fund managers and chief economist Keith Wade met to discuss the state of global markets and assess what lies ahead.
Chief Economist Keith Wade looks at today's US inflation release and notes that despite a negative headline inflation print, there are signs that inflationary pressures are picking up.
Massimo Tosato, Executive Vice Chairman of Schroders plc, looks at the disconnect between investors' expectations and behaviour highlighted by the Global Investment Trends Survey.