The Federal Reserve is unlikely to cut rates as previously expected in June and it is now a close call whether it will cut at all in 2024. Heightened risks in the Middle East add a further element of uncertainty. Will the Federal Reserve cut rates this year?...
Markets had a strong run in the final weeks of 2023 as investors rushed to price in a monetary policy pivot - in the form of anticipated rate cuts - from central banks. That has left valuations looking stretched across asset classes. But it is already clear that 2024...
Kondi Nkosi, South Africa Country Head, SchrodersOur research shows that buybacks became more widespread in 2022, with some markets narrowing the gap with the US, where they are most common. In this article, we look at what’s driving this trend, why buybacks divide...
David Rees, Senior Emerging Markets Economist at Schroders A key plank of our view on emerging markets (EM) is that steep declines in inflation, in part due to a reversal of food price pressures, would allow central banks to start cutting interest rates this year,...
As a regime shift takes place, the global economy is on the cusp of a decade of higher capitalexpenditure by companies. Smart manufacturers are poised to reap the rewards of this. Capital expenditure (capex) by corporates is proving surprisingly resilient. We think...