In today’s complacent and expensive bond markets, an active and flexible approach is needed. We look at where the risks and opportunities lie.
Economic and Strategy Viewpoint
This month, our economists discuss global liquidity, the outlook for UK interest rates and falling inflation in emerging markets.
In this month's TalkingEconomics, our economists discuss global liquidity, the outlook for UK interest rates and falling inflation in emerging markets.
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.
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.
Steady global growth and low inflation means we remain in a Goldilocks environment where activity is neither too hot nor too cold.