Feature

Schroders Talking Point has moved

Thu, 04 Aug 2011 10:57:56 +0000

Find us at www.schroderstalkingpoint.com

Global competitiveness: is Tennessee the new Guangdong?

Tue, 02 Aug 2011 14:55:31 +0000

Katherine Davidson, Research Associate - Global & Intl Equities, Schroders
Virginie Maisonneuve, Head of Global & International Equities, Schroders
This article explores the shifts in global competitiveness as the world adjusts to a post-financial crisis environment

The US debt ceiling debate: a view from Asia

Tue, 02 Aug 2011 10:11:53 +0000

Rajeev De Mello, Head of Asian Fixed Income, Schroders
A discussion on the impact of the US debt situation on the global bond market.

US debt ceiling solution edges closer

Mon, 01 Aug 2011 09:09:20 +0000

David Harris, Senior Portfolio Manager, US Fixed Income, Schroders
A deal to raise the US debt ceiling and avoid the extreme market disorder of a technical default finally seems to be at hand. More details should be available on Monday or Tuesday of this week, but a workable roadmap is quickly taking shape as of late Sunday evening.

US debt debate

Fri, 29 Jul 2011 16:21:35 +0000

Johanna Kyrklund, Head of UK Multi-Asset, Schroders
Keith Wade, Chief Economist, Schroders
A view from Schroders' Multi-Asset Team

Schroders Quickview: A new bail-out for Greece - relief but no end to the crisis

Fri, 22 Jul 2011 17:22:30 +0000

Virginie Maisonneuve, Head of Global & International Equities, Schroders
Virginie Maisonneuve gives initial reaction to the new bail-out of Greece.

Schroders Quickview: Merkel and Sarkozy throw the kitchen sink at the peripheral debt problem

Fri, 22 Jul 2011 15:51:45 +0000

Azad Zangana, European Economist, Schroders
David Scammell, Head of European and UK Interest Rate Strategies, Schroders
The recent flare-up of the sovereign debt crisis has shaken the foundations of the European Monetary Union, threatening to bring down the third and fourth largest member states, Italy and Spain. After eight hours of negotiations last night, eurozone leaders emerged with their latest solution.

Fragmentation in the Global Village: the paradoxes of our increasingly interconnected world

Fri, 22 Jul 2011 09:39:24 +0000

Katherine Davidson, Research Associate - Global & Intl Equities, Schroders
Virginie Maisonneuve, Head of Global & International Equities, Schroders
Although we live in a globalised world, another trend is developing. This article explores the growing fragmentation within the "global village".

Schroders Quickview: European bank stress tests - lacklustre as expected

Mon, 18 Jul 2011 10:01:06 +0000

Roger Doig, Credit Analyst, Schroders
As expected, the stress tests themselves are widely derided, but then the surprise would have been that they were credible and satisfying for the market.

Schroders Quickview: US fiscal and monetary policy and credit ratings

Thu, 14 Jul 2011 15:17:43 +0000

David Harris, Senior Portfolio Manager, US Fixed Income, Schroders
Ed Fitzpatrick, Fund Manager, Fixed Income, Schroders
The outlook for the US economy and fixed income markets has quickly become much more complicated

UK inflation to pick up: Azad Zangana speaks to Bloomberg

Tue, 12 Jul 2011 15:52:46 +0000

Azad Zangana, European Economist, Schroders
Azad talks about UK inflation and the outlook for European Central Bank monetary policy. Speaking wtih Maryam Nemazee on Bloomberg Television's 'The Pulse', also discusses Italian bonds and the European sovereign debt crisis.

Schroders Quickview: European crisis deepens

Tue, 12 Jul 2011 13:24:59 +0000

Azad Zangana, European Economist, Schroders
David Scammell, Head of European and UK Interest Rate Strategies, Schroders
The crisis in the Eurozone is deepening by the day as concerns spread beyond Greece, Ireland and Portugal, and into Spain and, more worryingly, Italy.

Austerity splits European views on economic outlook

Mon, 11 Jul 2011 09:02:44 +0000

Azad Zangana, European Economist, Schroders
A recent Pan-European investor sentiment survey conducted by Schroders revealed that investors from countries with the lowest needs for fiscal austerity are the most optimistic about their own country's economic outlook and also the global economic outlook for 2011.

No 'double-dip' for the US: Virginie Maisonneuve speaks to CNBC

Fri, 08 Jul 2011 08:07:16 +0000

Virginie Maisonneuve, Head of Global & International Equities, Schroders
Virginie Maisonneuve discusses the possibility of a double-dip in the US.

Schroders Quickview: ECB raises interest rates by 25 basis points

Thu, 07 Jul 2011 16:08:38 +0000

Azad Zangana, European Economist, Schroders