Economic views

  • Schroders Quickview: Greece faces the abyss

    Schroders Quickview: Greece faces the abyss

    The Greek crisis has now reached its crescendo. If the referendum this weekend returns a vote to accept the bailout and remain in the eurozone, then the country can start to recover. However, if it rejects the offer and effectively decides to leave, then it will be the beginning of a very painful era in Greece’s history.

    • Azad Zangana, Senior European Economist & Strategist
    • 29 Jun 2015
  • Schroders Quickview: Fed reiterates rate hike stance

    Schroders Quickview: Fed reiterates rate hike stance

    We assess the outcome of the latest meeting of the US Federal Open Markets Committee and how it affects the likely timing of the first interest rate rise.

    • Lisa Hornby, Portfolio Manager, US Fixed Income
    • 18 Jun 2015
  • Schroders Quickview: Eurozone inflation returns

    Schroders Quickview: Eurozone inflation returns

    The eurozone’s flash estimate for the harmonised consumer price index (HICP) showed an annual increase of 0.3% in May – the first increase since November 2014, backing up our view that deflation is not a major concern for the region.

    • Azad Zangana, Senior European Economist & Strategist
    • 2 Jun 2015
  • Watch: 60 seconds on the impact of the living wage

    Watch: 60 seconds on the impact of the living wage

    Schroders ESG analyst Elly Irving discusses the financial and social impact of the living wage.

  • Indian and Brazilian growth figures likely to prompt easing

    Indian and Brazilian growth figures likely to prompt easing

    Surprising first quarter growth figures for both India and Brazil were released today. In both economies, we think the numbers could trigger monetary policy easing.

  • Schroders Quickview: End of the cycle for the US?

    Schroders Quickview: End of the cycle for the US?

    Chief Economist Keith Wade looks at today’s US inflation release and notes that despite a negative headline inflation print, there are signs that inflationary pressures are picking up.

    • Keith Wade, Chief Economist & Strategist
    • 22 May 2015
  • Schroders Live reveals European optimism

    Schroders Live reveals European optimism

    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.