Economic views

  • Schroders Quickview: US jobs report leaves September rate hike in play

    Schroders Quickview: US jobs report leaves September rate hike in playNEW

    The much-anticipated US employment report depicted a healthy US labour market today. Despite events in China, we still believe the Federal Reserve (Fed) will raise interest rates on 17 September.

    • Keith Wade, Chief Economist & Strategist
    • 4 Sep 2015
  • Schroders Quickview: Chinese stimulus to boost sentiment, but not growth yet

    Schroders Quickview: Chinese stimulus to boost sentiment, but not growth yet

    The People’s Bank of China (PBoC) moved to cut both the benchmark interest rate and reserve requirement ratio (RRR) today. The stimulus measures should help market sentiment, but we do not expect a resurgent China as a result.

  • Schroders Quickview: Eurozone growth disappoints but remains steady

    Schroders Quickview: Eurozone growth disappoints but remains steady

    Although economic growth in the eurozone slowed in the second quarter, we continue to expect an acceleration in the second half of the year as ongoing oil price weakness boosts households’ spending power.

    • Azad Zangana, Senior European Economist & Strategist
    • 14 Aug 2015
  • Schroders Quickview: Large yuan depreciation not on the horizon

    Schroders Quickview: Large yuan depreciation not on the horizon

    We believe today’s moves by the PBoC do not signal the start of a substantial devaluation in the yuan as financial and social stability remain the overriding concerns for policymakers.

  • Seven-year asset class forecast returns: 2015 update

    Seven-year asset class forecast returns: 2015 update

    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.