Economic views

  • Schroders Quickview: Doubts over China remain despite stabilising growth

    Schroders Quickview: Doubts over China remain despite stabilising growth

    The downward trajectory of economic growth in China was reversed in the second quarter, as real GDP grew 7.5% year on year, against growth of 7.4% the previous quarter.

  • Schroders Global Market Perspective - Q3 2014

    Schroders Global Market Perspective - Q3 2014

    Economic and asset allocation views covering Q3 2014

  • Schroders Quickview: India’s budget shows positive signs

    Schroders Quickview: India’s budget shows positive signs

    On balance, India’s Finance Minister, Arun Jaitley, delivered a positive budget speech yesterday. Expectations were extremely elevated however, and markets were somewhat disappointed. Nonetheless, we think there is much to be constructive about in what was laid out.

  • Will eurozone tests spark wave of banking consolidation?

    Will eurozone tests spark wave of banking consolidation?

    The harsher the Asset Quality Review and Stress Test process and the greater the number of failures, the greater the probability that we see weaker banks being consumed by stronger rivals.

  • Scottish independence: economic and political challenges

    Scottish independence: economic and political challenges

    Scotland will hold an historic referendum that could see it end a 300-year long political and economic union with the rest of the UK. We analyse the political and economic implications for both an independent Scotland and the remaining UK.

  • Schroders Economic & Strategy Viewpoint - June 2014

    Schroders Economic & Strategy Viewpoint - June 2014

    In this month's Viewpoint:
    Dovish Fed risks liquidity bubble.
    Scottish independence: economic and political challenges
    Indonesian elections: no swift turnaround on offer.
    Views at a glance.

  • Schroders Quickview: Easy Fed pumps markets

    Schroders Quickview: Easy Fed pumps markets

    Janet Yellen is following in the best tradition of her predecessors Greenspan and Bernanke by pumping markets higher.

    • Keith Wade, Chief Economist & Strategist
    • 19 Jun 2014
  • Schroders Quickview: Bank of England sends mixed messages to markets

    Schroders Quickview: Bank of England sends mixed messages to markets

    Schroders' economists bring forward their forecast for the first UK rate increase following latest MPC minutes.

  • India: The new government faces a brimming inbox

    India: The new government faces a brimming inbox

    In the third of a four part series looking at the BRIC regions, Craig Botham, Emerging Markets Economist at Schroders, shares his views on India.

  • Watch: 60 seconds on the economic impact of the World Cup for Brazil

    Watch: 60 seconds on the economic impact of the World Cup for Brazil

    Schroders’ Emerging Markets Economist discusses the likely impact of the World Cup for the Brazilian economy.