enCopyright: (C) Schroders705700https://www.schroders.com/en/ca/asset-management/insights/economic-views/economic-views23/economic-and-strategy-viewpoint-Nov-2018/Keith WadeAzad ZanganaCraig BothamAzad ZanganaCraig BothamKeith WadeGlobal EconomyGrowthEconomic & Strategy ViewpointThe market selloff, the return of fiscal policy, a slowdown in eurozone data and Bolsanaro's Brazil victory all feature in our monthly analysis of the global economy.Wed, 07 Nov 2018 15:48:00 +0100azadzanganacraigbothamkeithwadeglobaleconomygrowtheconomic&strategyviewpointhttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/berlin-panorama.jpg705588https://www.schroders.com/en/ca/asset-management/insights/economic-views/us-midterm-elections-is-gridlock-good/Keith WadeFrank ThormannFrederick SchaeferEquitiesUSFrederick SchaeferKeith WadeUS Monetary PolicyEconomicsEconomic viewsMarket viewsQuickview: The US midterms have, as expected, seen the Democrats take the House with the Republicans holding the Senate. Our investment experts consider the implications for fiscal policy, trade, and the 2020 presidential election. Wed, 07 Nov 2018 11:00:00 +0100equitiesusfrederickschaeferkeithwadeusmonetarypolicyeconomicseconomicviewsmarketviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/us-capitol-building.jpg703520https://www.schroders.com/en/ca/asset-management/insights/economic-views/Bank_of_Japan_stands_firm_amid_concern_over_side_effects_of_easing/Piya SachdevaEquitiesJapanInflationAbenomicsGlobal EconomyInterest RatesQuantitative EasingEconomicsEconomic viewsThe Japanese central bank held fire on monetary policy changes at its October meeting as it downgraded the inflation outlook yet again Wed, 31 Oct 2018 11:30:00 +0100equitiesjapaninflationabenomicsglobaleconomyinterestratesquantitativeeasingeconomicseconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/japan_drummer_boj.jpg702860https://www.schroders.com/en/ca/asset-management/insights/economic-views/brazil-backs-bolsanaro-what-next/Craig BothamPablo RiverollEquitiesGlobal Emerging MarketsCraig BothamBrazilEconomicsEconomic viewsEmerging MarketsPablo RiverollDespite his controversial reputation, Jair Bolsanaro’s victory in the Brazilian election has been greeted with investor optimism. But the real test is yet to come – particularly regarding the crucial topic of pension reform.Mon, 29 Oct 2018 12:00:00 +0100equitiesglobalemergingmarketscraigbothambrazileconomicseconomicviewsemergingmarketspabloriverollhttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/rio-de-janeiro-aerial.jpg698686https://www.schroders.com/en/ca/asset-management/insights/economic-views/High-grade-credit-you-get-what-you-pay-for/Shuai ZhangFixed IncomeGlobalCreditShuai ZhangInvestment grade corporate bonds look expensive, but given positive changes in fundamental credit quality in recent years the asset class still presents attractive opportunities. Thu, 25 Oct 2018 17:25:00 +0200fixedincomeglobalcreditshuaizhanghttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/abacus.jpg697959https://www.schroders.com/en/ca/asset-management/insights/economic-views/is-japans-economy-lacking-women/Piya SachdevaJapanAbenomicsGrowthEconomicsEconomic viewsJapan’s impressive labour market data masks the low number of women employed or actively looking for work, known as the participation rate. We look at what might happen as this number rises.Wed, 24 Oct 2018 11:00:00 +0200japanabenomicsgrowtheconomicseconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/japan-tokyo-shinjuku-rush-hour.jpg697264https://www.schroders.com/en/ca/asset-management/insights/economic-views/chinas-growth-surprise-is-just-the-start/Craig BothamAsia ex JapanGlobal Emerging MarketsCraig BothamChinaEconomicsEconomic viewsEmerging MarketsWith the impact of tariffs yet to show up in the data, and the looming threat of a property slowdown, the larger-than-expected slowdown in Chinese growth is a taste of things to come.Fri, 19 Oct 2018 11:00:00 +0200asiaexjapanglobalemergingmarketscraigbothamchinaeconomicseconomicviewsemergingmarketshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/china-hong-kong-clouds.jpg698610https://www.schroders.com/en/ca/asset-management/insights/economic-views/Climate_dashboard_points_to_4_degree_rise_despite_healthy_increase_in_carbon_prices/Sustainable Investment TeamGlobalClimate ChangeSustainabilityESGSocialEnvironmentalGovernanceSustainable Investment TeamThe latest update to our Climate Progress Dashboard implies the current pace of change - across the measures we track - will lead to long-run temperatures rises of around 4° Celsius.Wed, 17 Oct 2018 13:30:00 +0200globalclimatechangesustainabilityesgsocialenvironmentalgovernancesustainableinvestmentteamhttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/coal-mineral-exploitation.jpg696075https://www.schroders.com/en/ca/asset-management/insights/economic-views/infographic-a-view-of-the-global-economy-in-october-2018/Schroders Economics TeamGlobalSchroders Economics TeamEconomicsEconomic viewsIn this month's infographic we look at whether trade wars will end the current economic cycle and the issues facing Italy's highly indebted government.Tue, 16 Oct 2018 11:00:00 +0200globalschroderseconomicsteameconomicseconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/new-york-stock-exchange-manhattan.jpg695777https://www.schroders.com/en/ca/asset-management/insights/economic-views/tough-week-for-markets-amid-worries-over-rising-interest-rates/Azad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamInflationInterest RatesVolatilityEconomicsEconomic viewsYesterday’s softer US inflation reading has helped to settle stock markets but we still expect further rate increases and trade tensions to remain a concern.Fri, 12 Oct 2018 14:00:00 +0200globalazadzanganacraigbothaminflationinterestratesvolatilityeconomicseconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/market-ticker.jpg693471https://www.schroders.com/en/ca/asset-management/insights/economic-views/uk-suffers-world-cup-hangover/Azad ZanganaUKAzad ZanganaGrowthGDPEconomicsEconomic viewsThe economy stalled in August after a strong July.Wed, 10 Oct 2018 11:00:00 +0200ukazadzanganagrowthgdpeconomicseconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/british-pub.jpg