enCopyright: (C) Schroders705803https://www.schroders.com/en/us/insights/equities/antibiotics-medicines-achilles-heel/GlobalResponsible InvestmentSustainabilityESGSocialEnvironmentalGovernanceWe ask leading experts, including Schroders fund manager John Bowler, what the food and pharmaceutical industries are doing to counter the challenge of increased resistance to antibiotics.Thu, 08 Nov 2018 09:00:00 +0100globalresponsibleinvestmentsustainabilityesgsocialenvironmentalgovernancehttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/the-times-articles/antibiotics.jpg705702https://www.schroders.com/en/us/insights/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.jpg705676https://www.schroders.com/en/us/insights/equities/How-emerging-markets-have-changed-over-the-past-20-years/Andrew RymerEquitiesGlobal Emerging MarketsChinaEmerging MarketsAndrew RymerWe review the evolution of the MSCI Emerging Markets Index and consider the emerging countries to watch for the future. Wed, 07 Nov 2018 13:00:00 +0100equitiesglobalemergingmarketschinaemergingmarketsandrewrymerhttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/great-wall-of-china.jpg705609https://www.schroders.com/en/us/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.jpg705754https://www.schroders.com/en/us/insights/equities/plastics-phase-out-exposure-through-the-value-chain/Seema SuchakElly IrvingGlobalSustainabilityESGSocialEnvironmentalGovernanceSustainable Investment TeamSustainability ReportingOur Sustainable Investment Team takes an in-depth look at the companies likely to be most impacted by the drive to reduce the use of plastics. Wed, 07 Nov 2018 09:00:00 +0100globalsustainabilityesgsocialenvironmentalgovernancesustainableinvestmentteamsustainabilityreportinghttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/plastic-bag-pollution-in-ocean.jpg705003https://www.schroders.com/en/us/insights/equities/shocktober-seven-charts-that-tell-the-story-of-the-worst-month-for-stocks-in-six-years/David BrettEquitiesGlobalDavid BrettHere are our charts of the month for October, when stock markets sold off sharply.Mon, 05 Nov 2018 09:00:00 +0100equitiesglobaldavidbretthttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/market-display-stockexchange.jpg704860https://www.schroders.com/en/us/insights/economic-views/december-rate-hike-likely-after-us-jobs-boost/Janet MuiUSUS Monetary PolicyFederal ReserveJanet MuiEconomicsEconomic viewsQuickview: Latest data paints a rosy picture for US employment and wage growth, and supports the case for a further rate hike in December.Fri, 02 Nov 2018 14:00:00 +0100ususmonetarypolicyfederalreservejanetmuieconomicseconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/liberty-island-overlooking-manhattan-skyline.jpg704512https://www.schroders.com/en/us/insights/multi-asset/sustainable-investment-report-q3-2018/Multi-AssetInfographicSustainability North AmericaESGEnvironmentalGovernanceSustainable Investment TeamIn this quarter's infographic we focus on engaging with emerging threats from auto financing and the challenges facing the fossil fuel industry.Thu, 01 Nov 2018 17:44:00 +0100multiassetinfographicsustainability-naesgenvironmentalgovernancesustainableinvestmentteamhttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/desert-landscape-with-bumpy-road.jpg704460https://www.schroders.com/en/us/insights/fixed-income/less-can-be-more-how-to-improve-financial-reporting/David KnutsonFixed IncomeUSBondsCreditMarket viewsThe recent debate on the usefulness of quarterly reporting in the US misses the point.Thu, 01 Nov 2018 15:00:00 +0100fixedincomeusbondscreditmarketviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/beer-taps.jpg704357https://www.schroders.com/en/us/insights/equities/how-has-the-us-stock-market-performed-around-midterm-elections/David BrettEquitiesUSDavid BrettCould the US midterm elections on 6 November pose a further stumbling block for stock markets?Thu, 01 Nov 2018 12:00:00 +0100equitiesusdavidbretthttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/midterm-elections.jpg703642https://www.schroders.com/en/us/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.jpg702880https://www.schroders.com/en/us/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.jpg698687https://www.schroders.com/en/us/insights/fixed-income/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.jpg698670https://www.schroders.com/en/us/insights/equities/market-falls-cause-for-alarm-or-calm/Investment Communications TeamEquitiesEurope ex UKGlobalJapanUKUSVolatilitySharesPhilip HaddonMarket viewsAlpha EquityMulti-Asset SolutionsIt’s been a torrid period for stock markets recently. We examine what’s been happening and find out why some investors think it could be a time of opportunity.Thu, 25 Oct 2018 16:00:00 +0200equitieseuropeexukglobaljapanukusvolatilitysharesphiliphaddonmarketviewsalphamultiassetsolutionshttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/after-the-storm-clouds.jpg702969https://www.schroders.com/en/us/insights/equities/why-the-european-carbon-price-can-no-longer-be-ignored/Global Climate Change TeamClimate ChangeSustainabilityESGSocialEnvironmentalGovernanceThe EU carbon market was reformed in 2017, meaning the price of carbon permits has soared over the past year. We look at the industrial impact and what this could mean for climate change.Thu, 25 Oct 2018 09:00:00 +0200climatechangesustainabilityesgsocialenvironmentalgovernancehttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/wind_turbine_construction_finished.jpg697983https://www.schroders.com/en/us/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.jpg697895https://www.schroders.com/en/us/insights/multi-asset/our-multi-asset-views-for-october-2018/Multi-Asset InvestmentsMulti-AssetGlobalJapanUSMulti-Asset Investments SchrodersMarket viewsMulti-Asset SolutionsOur asset allocation views this month include an upgrade to equities overall, and also specifically in Japan.Wed, 24 Oct 2018 10:00:00 +0200multiassetglobaljapanusmulti-assetinvestmentsschrodersmarketviewsmultiassetsolutionshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/japan-tokyo-shinjuku-2016.jpg697653https://www.schroders.com/en/us/insights/equities/sugar-big-food-big-tobacco/GlobalResponsible InvestmentSustainabilityESGSocialEnvironmentalGovernanceAnd, if so, is legislation the best option? David Prosser of The Times canvasses opinions on either side. Tue, 23 Oct 2018 12:00:00 +0200globalresponsibleinvestmentsustainabilityesgsocialenvironmentalgovernancehttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/the-times-articles/sugar-big-food-big-tobacco.jpg697742https://www.schroders.com/en/us/insights/equities/why-psychology-is-the-secret-ingredient-in-the-success-of-global-cities/Tom WalkerReal EstateTom WalkerPrivate AssetsReal estate investors may not be aware of the impact psychology can have on cities.Mon, 22 Oct 2018 08:00:00 +0200realestatetomwalkerprivateassetshttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/ucla_university_california_los_angeles.jpg697286https://www.schroders.com/en/us/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.jpg698617https://www.schroders.com/en/us/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.jpg696099https://www.schroders.com/en/us/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.jpg695797https://www.schroders.com/en/us/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.jpg694425https://www.schroders.com/en/us/insights/economic-views/us-finds-temporary-inflation-relief/Keith WadeUSKeith WadeInflationEconomic viewsThe current strong economic activity and tight labour market are likely to result in elevated inflation in 2019Thu, 11 Oct 2018 17:00:00 +0200uskeithwadeinflationeconomicviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/american-flag-us-port-container-ship-symbols-economy-industry-pride.jpg693553https://www.schroders.com/en/us/insights/multi-asset/politics-and-portfolios-how-investors-are-adapting-to-a-new-normal/Philip HaddonEquitiesMulti-AssetGlobal Emerging MarketsGlobalUSAlastair BakerKatherine DavidsonChinaPhilip HaddonSustainabilityESGGovernanceMarket viewsAlpha EquityMulti-Asset SolutionsEmerging MarketsPolitics is moving markets like never before. So how are fund managers adjusting?Wed, 10 Oct 2018 14:00:00 +0200equitiesmultiassetglobalemergingmarketsglobalusalastairbakerkatherinedavidsonchinaphiliphaddonsustainabilityesggovernancemarketviewsalphamultiassetsolutionsemergingmarketshttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/united-states-capital-building.jpg693491https://www.schroders.com/en/us/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