Monetary Policy

Highlight

Economic Views

04APR 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”.

Economic Views

07FEB 2019

2019

JANUARY

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

05DEC 2018

Equities

Outlook 2019: Global equities

We are seeking out companies investing for change in 2019, while increasingly wary of those that have borrowed excessively.

NOVEMBER

26NOV 2018

Economic Views

Has the 18-year relationship between bond yields and stocks turned sour?

As stock markets fell in October, bond yields rose – bucking a long term trend. This has significant implications for how investors look at diversification.

OCTOBER

05OCT 2018

Equities

Why India’s central bank may have made a mistake

We don’t find the reasoning behind the Indian central bank’s decision to leave rates on hold particularly persuasive.

05OCT 2018

Equities

Brexit: 23 answers to investors’ questions

There remains much uncertainty as negotiations between the UK and EU enter a crucial stage. Sue Noffke, UK equities fund manager, provides some clarity for investors.

SEPTEMBER

28SEP 2018

Fixed Income

Troubled Argentina turns a corner

Market sentiment towards Argentina is likely to improve after a landmark week which should bring greater clarity on the country’s outlook.

27SEP 2018

Economic Views

US Fed lifts rates, with more in store

Quickview: We continue to expect further rate rises, taking the policy rate to 3% by mid-2019.