Monetary Policy

17OCT 2017

Equities

Where next for Japan as election looms?

With an upcoming general election and worries over growth, how do we view the Japanese market?

04OCT 2017

Economic Views

Indian central bank holds its ground as growth slows

As expected, the Reserve Bank of India (RBI) left rates unchanged at 5.75%, with concerns over both slowing growth and rising inflation present. There seems little chance of further easing this year.

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

12SEP 2017

Economic Views

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

The penny drops for central banks on cryptocurrencies.

06SEP 2017

Multi-Asset

How frightening is quantitative tightening?

We examine some of the potential consequences for markets when the Fed removes the punchbowl of QE. Will it be as boring a process as Janet Yellen hopes?

04SEP 2017

Multi-Asset

Chart attack: Seven market snapshots from August

Solar, bitcoin, tech and tea all feature among the seven charts that caught our eye last month.

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.

23AUG 2017

Equities

Hong Kong versus Singapore: 10 years of banking returns

How have Hong Kong and Singapore banks fared since the onset of the Global Financial Crisis? We take a look at a decade of returns to find out.

22AUG 2017

Alternatives

Market complacency could bolster case for gold

Equity valuations are extremely high and complacency stalks markets; we explain why this could be a time for gold to shine.

09AUG 2017

Equities

The global financial crisis 10 years on: six charts that tell the story

It has been 10 years since the start of the global financial crisis. We show the impact then and during the decade that followed.