Economic views

  • Schroders Live reveals European optimism

    Schroders Live reveals European optimismNEW

    At the May 2015 Schroders Live event, the panellists struck an optimistic tone and found a number of reasons to be upbeat about both growth and equities, especially in Europe.

    • Keith Wade, Chief Economist & Strategist
    • Simon Webber, Lead Portfolio Manager, Global and International Equities
    • 21 May 2015
  • Schroders Quickview: UK falls temporarily into deflation

    Schroders Quickview: UK falls temporarily into deflation

    We are unconcerned by a single negative reading of -0.1% from UK annual consumer price inflation and expect to see higher inflation as 2015 progresses.

    • Azad Zangana, Senior European Economist & Strategist
    • 19 May 2015
  • Schroders Quickview: Big fall for Russian GDP in the first quarter

    Schroders Quickview: Big fall for Russian GDP in the first quarter

    Russia's GDP contraction is better than expected but still represents a painful fall.

  • Schroders Quickview: Eurozone recovery gathers momentum

    Schroders Quickview: Eurozone recovery gathers momentum

    Although the eurozone economy remains fragile, today’s GDP data show it has enjoyed a good start to 2015.

  • Watch: Can a recovery in European earnings power further stock gains?

    Watch: Can a recovery in European earnings power further stock gains?

    James Sym reflects on the recent performance of European stocks, and whether a recovery in earnings will help boost returns.

    • James Sym, European Equities fund manager
    • 12 May 2015
  • Schroders Quickview: China cuts rates, but more is needed

    Schroders Quickview: China cuts rates, but more is needed

    In a move that should prove helpful at the margin, the People’s Bank of China at the weekend delivered another cut to the benchmark lending and deposit rates. We expect this aggressive easing trend to accelerate during the rest of 2015.

  • Schroders Quickview: UK election surprise lifts investor uncertainty

    Schroders Quickview: UK election surprise lifts investor uncertainty

    As results continue to roll in for one of the most unpredictable UK general elections of all time, it appears that the polls were wrong over the closeness of the race for Number 10 and investors are likely to respond positively to the news.

    • Azad Zangana, Senior European Economist & Strategist
    • 8 May 2015
  • No repeat of taper tantrum expected in Asia when Fed raises rates

    No repeat of taper tantrum expected in Asia when Fed raises rates

    In this Q&A Rajeev De Mello, Head of Asian Fixed Income explains why Asian economies are better prepared now for a Federal Reserve rate hike than they were for the tapering announcement of 2013.

  • Schroders Quickview: China stimulus rolled out as growth stalls

    Schroders Quickview: China stimulus rolled out as growth stalls

    A data-heavy week in China was capped at the weekend by a larger-than-expected 100 basis points cut to the reserve requirement ratio (RRR).

  • Schroders Quickview: Can Chinese growth stay on target?

    Schroders Quickview: Can Chinese growth stay on target?

    Although the latest Chinese GDP data was in line with expectations, we doubt whether stimulus efforts are enough to cause growth to accelerate.