Economic views

  • Smog-bound Beijing faces marathon adjustment

    Smog-bound Beijing faces marathon adjustmentNEW

    A postcard from... Beijing: Keith Wade reflects on his recent visit to China where he sensed a move away from market-based solutions towards a greater centralisation of power.

    • Keith Wade, Chief Economist & Strategist
    • 30 Oct 2014
  • Watch: 60 seconds with Keith Wade on the US outlook

    Watch: 60 seconds with Keith Wade on the US outlookNEW

    Amid growing concerns about possible threats to US growth, Keith Wade explains why he is confident that the country's economic recovery remains on track.

    • Keith Wade, Chief Economist & Strategist
    • 29 Oct 2014
  • Schroders Live: Volatility presents an opportunity

    Schroders Live: Volatility presents an opportunity

    In a wide-ranging and interactive debate Peter Harrison, Head of Investment, and Azad Zangana, European Economist, gave their opinions on the global growth cycle, outlook for Europe and the implication of volatility for investors.

  • Schroders Quickview: Dilma's delight likely to sour markets

    Schroders Quickview: Dilma's delight likely to sour markets

    Brazil disappointed investors by returning incumbent Dilma Rousseff to the presidential office in Sunday’s vote. Hopes for reform to address Brazil’s structural economic problems have been dimmed, if not dashed.

  • Schroders Quickview: UK growth slows, but remains robust

    Schroders Quickview: UK growth slows, but remains robust

    The initial estimate for GDP growth shows a slowdown to 0.7% for the third quarter of the year, compared to 0.9% in the second quarter. However, 0.7% quarterly growth is only slightly below average growth since the start of 2013, and remains indicative of a robust economy.

  • Schroders Quickview: China focuses on quality as growth slows

    Schroders Quickview: China focuses on quality as growth slows

    Chinese GDP expanded 7.3% year on year in the third quarter, in line with our forecast but slower than the second quarter reading of 7.5%.

  • Schroders Global Market Perspective - Q4 2014

    Schroders Global Market Perspective - Q4 2014

    Economic and asset allocation views covering Q4 2014

  • Schroders Live: Growing pains for the global economy?

    Schroders Live: Growing pains for the global economy?

    Register now for Schroders Live, our quarterly, interactive and live debate, where we discuss the latest macroeconomic issues while also giving you the chance to pose questions to our panellists.

  • Schroders Quickview: Fed begins to worry about the rest of the world

    Schroders Quickview: Fed begins to worry about the rest of the world

    The minutes of the September Federal Open Market Committee meeting took a more dovish turn than markets had expected with the committee citing weakness in the rest of the world and the strength of the US dollar as a concern.

    • Keith Wade, Chief Economist & Strategist
    • 9 Oct 2014
  • Schroders Quickview: Draghi disappoints

    Schroders Quickview: Draghi disappoints

    European Central Bank (ECB) President Mario Draghi confirmed that the ECB will buy covered bonds from mid-October and asset backed securities (ABS) from the fourth quarter of this year.