Keith Wade

  • Equities: is the bull market under threat?

    Equities: is the bull market under threat?NEW

    Equity markets have experienced a setback recently and this has led many strategists to question the longer term case for the asset class. However, we remain positive on shares and believe that equities can still generate an attractive premium for investors.

    • Keith Wade, Chief Economist & Strategist
    • 23 Oct 2014
  • 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 Economic & Strategy Viewpoint - September 2014

    Schroders Economic & Strategy Viewpoint - September 2014

    In this month's Viewpoint:
    USD breakout: causes and consequences
    UK: Back to business
    Brazil: Up the Amazon without a paddle
    Views at a glance

  • Schroders Economic & Strategy Viewpoint - August 2014

    Schroders Economic & Strategy Viewpoint - August 2014

    In this month's Viewpoint:
    Forecast update: recovery continues but headwinds persist
    Europe: downside risks rise
    EM forecast update: politics and policy
    Macro summary

  • Schroders Quickview: Japan GDP feels effect of consumption tax

    Schroders Quickview: Japan GDP feels effect of consumption tax

    Japan’s second quarter real GDP fell a bracing 6.8% compared to the previous quarter on an annualised basis.

  • Schroders Quickview: US economy rebounds strongly

    Schroders Quickview: US economy rebounds strongly

    Following the weather-hit first quarter, the US economy has rebounded strongly.

    • Keith Wade, Chief Economist & Strategist
    • 30 Jul 2014
  • Schroders Economic & Strategy Viewpoint - July 2014

    Schroders Economic & Strategy Viewpoint - July 2014

    In this month's Viewpoint:
    US: Why worry about rising wages?
    Eurozone: Making progress
    The EM export recovery: are we nearly there yet?
    Views at a glance

  • Watch: Global Economic Update - July 2014

    Watch: Global Economic Update - July 2014

    Keith Wade discusses the outlook for the US, the UK, Europe, emerging markets and Japan, and provides an overall global asset allocation view.

    • Keith Wade, Chief Economist & Strategist
    • 23 Jul 2014
  • Schroders Economic & Strategy Viewpoint - June 2014

    Schroders Economic & Strategy Viewpoint - June 2014

    In this month's Viewpoint:
    Dovish Fed risks liquidity bubble.
    Scottish independence: economic and political challenges
    Indonesian elections: no swift turnaround on offer.
    Views at a glance.

  • Schroders Quickview: Easy Fed pumps markets

    Schroders Quickview: Easy Fed pumps markets

    Janet Yellen is following in the best tradition of her predecessors Greenspan and Bernanke by pumping markets higher.

    • Keith Wade, Chief Economist & Strategist
    • 19 Jun 2014