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.
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.
Russia's GDP contraction is better than expected but still represents a painful fall.
Although the eurozone economy remains fragile, today’s GDP data show it has enjoyed a good start to 2015.
James Sym reflects on the recent performance of European stocks, and whether a recovery in earnings will help boost returns.
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.
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.
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.
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).
Although the latest Chinese GDP data was in line with expectations, we doubt whether stimulus efforts are enough to cause growth to accelerate.
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