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Shock to the system: Insurance's role in absorbing the impact of inflation
Shock to the system: Insurance's role in absorbing the impact of inflation
In a new macroeconomic environment marked by high inflation and slow economic growth, insurers have a...
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Professional Investors
Crisis, what crisis?
Crisis, what crisis?
The banking crisis is a sign that tighter policy is biting and in Schroders view will tame inflation...
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Professional Investors
Bank Failures and the Fed
Bank Failures and the Fed
The failure of Silicon Valley Bank raises questions for Fed policy and economic growth.
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Professional Investors
Growing Demand, Tight Supply Support Commodities in 2023
Growing Demand, Tight Supply Support Commodities in 2023
Despite macroeconomic headwinds, commodities markets may offer attractive return potential this year...
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Professional Investors
Bonds Bring Resilience for Uncertain Economic Times
Bonds Bring Resilience for Uncertain Economic Times
As the investment landscape continues to shift, active fixed income offers investors many ways to seize...
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Professional Investors
The mild winter will delay Europe's recession, not prevent it
The mild winter will delay Europe's recession, not prevent it
Other risks will likely weigh on the Continent later this year.
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Professional Investors
Rate rises: the ECB is not done yet
Rate rises: the ECB is not done yet
The European Central Bank has raised its policy rate, and more hikes are coming.
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Professional Investors
Five important insights from 2022
Five important insights from 2022
The Fed is determined to fight inflation and yield is back, but socially oriented goals could impact...
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Professional Investors
The regime change in markets demands fresh ideas
The regime change in markets demands fresh ideas
Alpha potential is still available for those who adapt to the new paradigm.
Professional Investors
This economic cycle is different
This economic cycle is different
Unique circumstances mean there are no clear cut lessons from history, making this economic cycle particularly...
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Professional Investors
Midterm election preview: what investors need to know
Midterm election preview: what investors need to know
Regardless of the election’s outcome, federal agencies will be an important tool for Biden to advance...
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