Economic views

  • Seven-year asset class forecast returns: 2015 update

    Seven-year asset class forecast returns: 2015 updateNEW

    According to the Schroders Economics team's latest analysis, investors looking for positive real returns over the next seven years should look to equity, credit and alternatives. Pacific ex Japan equities likely promise the highest real returns, followed closely by emerging market equities, though this higher return comes with higher risk, and could be undermined by currency moves.

  • Schroders Quickview: US rebounds, edging Fed towards a rate rise in September

    Schroders Quickview: US rebounds, edging Fed towards a rate rise in September

    Chief Economist and Strategist, Keith Wade, and Fixed Income Portfolio Manager, Lisa Hornby, discuss the latest US GDP release and its potential effect on the Federal Reserve's outlook.

  • Climate change and the global economy: policy responses

    Climate change and the global economy: policy responses

    In the last of a series of four articles, our economists look at some popular policy responses, concluding that we should act sooner rather than later to avoid potential future costs.

  • Schroders Quickview: As UK growth rebounds, are rate rises on the horizon?

    Schroders Quickview: As UK growth rebounds, are rate rises on the horizon?

    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.

    • Azad Zangana, Senior European Economist & Strategist
    • 28 Jul 2015
  • Climate change and the global economy: regional effects

    Climate change and the global economy: regional effects

    In the third of a series of four articles, Keith Wade and Marcus Jennings discuss how climate change will affect developed and developing countries differently.

  • Climate change and the global economy: quantifying the impact

    Climate change and the global economy: quantifying the impact

    In the second of a series of four articles, our economists examine various methods of quantifying the impact of climate change on global economic activity.

  • Climate change and the global economy: growth and inflation

    Climate change and the global economy: growth and inflation

    In the first of a series of four articles, Keith Wade and Marcus Jennings examine the effect of climate change on global growth and inflation.

  • Is the Second Great Depression approaching? Part two: the case against...

    Is the Second Great Depression approaching? Part two: the case against...

    In the final part of our economists' debate, Chief Economist and Strategist Keith Wade argues that we are not about to enter another Great Depression; the world today is different.

    • Keith Wade, Chief Economist & Strategist
    • 15 Jul 2015
  • Schroders Quickview: China - strong growth, fragile foundations

    Schroders Quickview: China - strong growth, fragile foundations

    While China has defied the sceptics for now, we do not see much in the data to encourage us about the economy’s future.

  • Is the Second Great Depression approaching? Part one: the case for...

    Is the Second Great Depression approaching? Part one: the case for...

    In the first of a two-part debate between Schroders’ economists, Emerging Markets Economist Craig Botham presents the case that the global outlook is bleak and that we are on the verge of a deep depression akin to that which hit in 1929.