Our specialists discuss the investment implications of the VW scandal for the auto industry and find pockets of opportunity where companies have been oversold.
With interest rates set to rise in the UK and the US Schroders Chief Economist Keith Wade looks at the likely impact the hikes will have on investments.
Equity markets are experiencing turbulence but the authorities have tools available to calm markets.
With growth having rebounded in the second quarter and inflation forecast to rise above 1% in 2016, we believe the Bank of England looks set to raise interest rates early next year.
Overall, the slower pace of austerity presents some upside risks to our growth forecast, while the introduction of the national living wage raises the risk of higher inflation.
In this month's Viewpoint:
- The square root recovery
- UK: Labour shortages risk higher inflation
- The prophesies of Delphi: would Grexit topple EM?
- Views at a glance
Schroders ESG analyst Elly Irving discusses the financial and social impact of the living wage.
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