Economics

01NOV 2017

Equities

The rise of young Asia: how millennials are transforming a region

We look at the huge shift of economic power towards a growing and increasingly wealthy Asian middle class, which - crucially - is both young and at ease with technology and rapid change.

OCTOBER

31OCT 2017

Economic Views

Europe is booming

Strong growth and falling inflation means investors can continue to enjoy the Goldilocks environment.

26OCT 2017

Economic Views

Upbeat ECB to extend QE into 2018

Monthly purchases will be halved, but repurchases will continue for some time as the economy appears to have turned a corner.

26OCT 2017

Economic Views

End in sight for Brazil’s easing cycle

With Brazil announcing another interest rate cut, we think the easing cycle is likely to end in December.

25OCT 2017

Economic Views

UK GDP growth remains sluggish but rates are poised to rise

The Bank of England is unlikely to back away from raising interest rates in November despite ongoing weakness in growth and productivity.

18OCT 2017

Watch/Listen

60 seconds explaining quantitative tightening

Marcus Brookes quickly explains how the Federal Reserve is turning off the taps on its $3.5 trillion QE programme.

16OCT 2017

Economic Views

China’s Communist party congress: what investors should expect

The 19th National Congress of the Communist Party of China begins on Wednesday. Will President Xi Jinping stick or twist on the country’s economic policy, and what might it mean for markets?

13OCT 2017

Economic Views

Federal Reserve poised for December rate rise

Despite mixed signals on inflation, the US Federal Reserve is likely to raise interest rates in December.

13OCT 2017

Watch/Listen

60 seconds with Keith Wade on the Goldilocks economy

In this video Keith Wade explains why the global economy is currently in a Goldilocks scenario.

09OCT 2017

Multi-Asset

Will it be smooth sailing for markets until the end of the year?

At the latest Schroders Live event on 4 October, our panel looked at whether equities can sustain their stellar run in view of the coming reduction in central bank liquidity, geopolitical tensions, currency moves and stretched valuations.