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Schroders

November 15, 2019

UK Economy Rebounds To Avoid Recession

The first release of UK GDP for the third quarter shows the economy avoided a technical recession. Real GDP growth was 0.3% quarter-on-quarter compared to -0.2% in the second quarter, although the latest figure did disappoint consensus expectations of 0.4%.

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Schroders

November 1, 2019

Fed Hits Pause, For Now

The US Federal Reserve (Fed) has cut rates by 25 basis points to take the target for the federal funds rate to 1.50%–1.75%. But in his press conference, Fed chair Jerome Powell indicated that the bar to further easing had been raised and would require a “material reassessment” of the economic outlook.

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Schroders

September 27, 2019

Could WeWork Disrupt Offices Like Amazon Disrupted Shopping?

Office space provider WeWork has generated headlines recently with its plans to list on public markets. While the listing has been abandoned amid doubts over governance and valuation, we see the company as a significant disruptor of the office market across global cities. In fact, we think WeWork’s impact on how people work could be comparable to Amazon’s impact on how people shop.

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Schroders

September 4, 2019

How Will Global Disruption Affect Small Cap Stocks?

Investors are increasingly being drawn to smaller companies due to their ability to navigate the growing theme of disruption. Small capitalisation stocks, or small caps, can offer the potential for higher returns compared with investing in larger companies, although they are not without risks. As with all equities, investors may not get back the amount they originally invested.Investors are increasingly being drawn to smaller companies due to their ability to navigate the growing theme of disruption.

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Schroders

August 30, 2019

Will Electric Cars Create Shocking Losses Or Supercharge Profits?

The auto industry is unloved. Investors worry that profits have peaked, given a sustained period of over-supply and as vehicle demand slows into weaker economic growth. Meanwhile, it’s becoming increasingly important for car makers to invest if they want to remain relevant in a world of electric vehicles and autonomous driving.

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Schroders

August 22, 2019

Will The UK Economy Slip Into Recession?

Disappointing GDP data shows the UK economy contracted in the second quarter and raises the risk of the country entering a technical recession.The UK economy contracted by 0.2% in the second quarter, following 0.5% growth at the start of the year.

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Schroders

August 8, 2019

Fed Rate Cut Spurs EMs Into Action

Like Brazil last week, India’s central bank surprised markets with a larger-than-expected cut, easing by 35 bps to take the policy rate to 5.4%. The accompanying statement was also rather dovish in tone and suggested more cuts to come. This month’s rate cut had been flagged at the previous meeting, the new governor’s first, which also delivered a rate cut.

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Schroders

August 5, 2019

Boris Johnson: The Challenges Faced By The New UK PM

Boris Johnson has won the Conservative Party leadership contest to succeed Theresa May as prime minister. The former Foreign Secretary and Mayor of London beat Jeremy Hunt, the current Foreign Secretary by a wide margin: 66% to 34% of the votes. From the outset, Johnson must navigate a deeply divided party, and a shrinking majority in parliament. In his campaign, he promised to use a no-deal exit from the EU as a real threat to gain leverage in negotiations.

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