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October 2014

Opinion China focuses on quality as growth slows

Chinese GDP expanded 7.3% year on year in the third quarter, in line with Schroders’s forecast but slower than the second quarter reading of 7.5%.

October 2014

Strategy Market setback provides opportunity

There has been a substantial increase in volatility over recent weeks caused by a number of different factors which have significantly impacted investor sentiment. European equities have declined by almost 15% since mid-September and we would like to highlight this setback (...)

September 2014

Opinion USA: an impression of capacity under-utilization…

Those who were hoping for a shift in tone from the Federal Reserve regarding an imminent rate hike, encouraged by increasing signs of a recovery in the US, will be disappointed. The Fed has reiterated its concerns over the dynamics of the (...)

September 2014

Opinion Jokowi

After ten years of strong growth, the Indonesian economy is slowing considerably. This is because of the falling Chinese demand for commodities, the gradual normalisation of US monetary policy and an inevitable decline in government (...)

September 2014

Opinion ECB Moves, Mild Eurozone Fiscal Easing to Follow

The European Central Bank’s unconventional monetary policy measures and rate cuts announced 4 September highlight the risks facing the eurozone economy, Fitch Ratings says.

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