Economic views

  • Schroders Quickview: Japan election result endorses Abenomics

    Schroders Quickview: Japan election result endorses AbenomicsNEW

    Prime Minister Abe's comfortable election victory is a boost to his programme of reform.

    • Andrew Rose, Fund Manager, Japanese Equities
    • 16 Dec 2014
  • ECB: No sovereign QE for Christmas, but promises of a New Year's resolution

    ECB: No sovereign QE for Christmas, but promises of a New Year's resolution

    Markets appear disappointed by the lack of news from the ECB on QE. However, the tone remained dovish and open to additional stimulus.

  • Schroders Quickview: Mini pre-election giveaway

    Schroders Quickview: Mini pre-election giveaway

    With just over five months to go until the general election, today’s Autumn Statement was the Chancellor’s penultimate opportunity to showcase both the public finances and the macroeconomic outlook to the electorate.

  • Schroders Quickview: Chinese reforms and easing unlikely to boost growth

    Schroders Quickview: Chinese reforms and easing unlikely to boost growth

    There were two significant announcements from China’s policymakers last week. They mark a change of stance by the People’s Bank of China (PBOC), which until now had focused on selective easing measures and liquidity injections.

  • Schroders Quickview: India and Brazil’s future growth reliant on reform

    Schroders Quickview: India and Brazil’s future growth reliant on reform

    Latest GDP figures show the contrasting performance of Brazil and India, but both economies require reforms.

  • Turkish optimism defies difficult backdrop

    Turkish optimism defies difficult backdrop

    A postcard from... Istanbul: Craig Botham reflects on his recent visit to Turkey's largest city where, despite its status as one of the "Fragile Five" and ISIS on its doorstep, he found no shortage of optimism.

  • Schroders Quickview: Eurozone growth remains sluggish

    Schroders Quickview: Eurozone growth remains sluggish

    The eurozone economy grew by 0.2% in the third quarter compared to the previous quarter, which was slightly better than consensus expectations of 0.1%. Compared to the same period a year earlier, the eurozone grew by 0.8%.

  • Schroders Quickview: BoE remains cautious

    Schroders Quickview: BoE remains cautious

    BoE Governor Mark Carney delivered a cautious outlook when presenting the November Inflation Report, suggesting that interest rates could be kept unchanged until the end of 2015.

  • Watch: 60 seconds with Keith Wade on the outlook for emerging markets

    Watch: 60 seconds with Keith Wade on the outlook for emerging markets

    It is a mixed picture for emerging markets as some countries struggle with inflation or political issues, while others are in far better shape.

    • Keith Wade, Chief Economist & Strategist
    • 11 Nov 2014
  • Watch: 60 seconds with Keith Wade on the UK outlook

    Watch: 60 seconds with Keith Wade on the UK outlook

    Keith Wade explains why he thinks uncertainty over next year's general election could cause UK growth to slow.

    • Keith Wade, Chief Economist & Strategist
    • 6 Nov 2014