Democrat sweep to open fiscal floodgates and boost growth
January 8, 2021
By: Keith Wade, Schroders’ Chief Economist Democrats have completed a sweep of Congress following the double victory in the state of Georgia’s run-off election. Keith Wade, Schroders’ Chief Economist, discusses what this means for the…
How China’s continued recovery could buoy EM assets
September 21, 2020
By: David Rees, Senior Emerging Markets Economist, Schroders Despite underwhelming economic data for July, we think China’s economic recovery remains on track, which bodes well for emerging market assets. An underwhelming set of activity data…
China Payment Survey 2020
June 8, 2020
In the context of weaker activity in China due to the health crisis, Coface’s latest survey on business payments in China shows a deterioration in payment behaviour in 2019.
Following the historic fall of the West Texas Intermediate (WTI) futures price for May delivery into negative territory, going as low as negative US$37.6 per barrel
The "Made in Russia" strategy
October 7, 2019
Faced with fluctuations in hydrocarbon prices and economic sanctions from Western countries, Russia has developed a strategy that favours “Made in Russia” – but the results have remained mixed.
Notes from the Trading Desk – Europe
September 11, 2019
It was a strong start to September for global equities as trade optimism and hope for central bank stimulus led to risk-on rotation. Italy’s equity market was the clear outperformer in Europe amid some
The pummelled pound is going to continue to be battered either way in the short to medium-term under Boris Johnson or Jeremy Corbyn, says the CEO of one of the world’s leading
Postcards from China
July 30, 2019
Rising trade disputes and U.S.-China strategic tensions are increasingly weighing on global risk assets. How are the frictions playing out on the ground in China?
