Economics

06OCT 2017

Fixed Income

We are still in a bull market… for complacency

In today’s complacent and expensive bond markets, an active and flexible approach is needed. We look at where the risks and opportunities lie.

05OCT 2017

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - October 2017

This month, our economists discuss global liquidity, the outlook for UK interest rates and falling inflation in emerging markets.

04OCT 2017

Economic Views

From QE to QT - whither global liquidity?

In this month's TalkingEconomics, our economists discuss global liquidity, the outlook for UK interest rates and falling inflation in emerging markets.

03OCT 2017

Equities

Investing is a marathon, not a sprint — even during revolutions

Huw van Steenis discusses three of the big themes for investors at Schroders' recent Madrid event: coping with tech disruption, the end of QE and populism.

SEPTEMBER

22SEP 2017

Economic Views

Markets shrug at May's Florence speech

Theresa May’s speech confirmed that the UK is seeking a transition period but gave few further details on the final shape of Brexit.

21SEP 2017

Economic Views

US Fed likely to hold fire despite hawkish intent

The central bank aims to raise rates but further evidence of inflation picking up is still needed.

18SEP 2017

Economic Views

Emerging markets, inflation and political risk – a summary of the world economy

This month we focus on the factors keeping global economic activity strong, why the outlook for emerging markets is bright except in India and the risks facing Europe and the UK.

12SEP 2017

Economic Views

Bitcoin's bite: why central banks should clamp down on cryptocurrencies

The penny drops for central banks on cryptocurrencies.

07SEP 2017

Economic Views

Draghi stalls for time on QE details

ECB keeps interest rates and QE on hold and fails to talk down the euro.

AUGUST

23AUG 2017

Economic Views

TalkingEconomics: Global forecast update - Goldilocks lives on

Steady global growth and low inflation means we remain in a Goldilocks environment where activity is neither too hot nor too cold.