Comment

Retail sales sluggish and further challenges ahead

Retail sales saw modest growth in June, finds CBI, with July set to see further challenges as consumer confidence falls post-election, but opportunity lurks for companies that excel in digital thinking

EU Referendum: One year on

On the first anniversary of the UK's historic vote to leave the European Union, Schroders looks at the impact the referendum has had on the UK from an economic, fixed income and equity perspective.

Outlook for manufacturers looks mixed

At face value, the June CBI survey suggests that the manufacturing sector has had a strong Q2 and has considerable momentum going into Q3, however, manufacturing surveys have been stronger than recent official data

Bank of England will hold off from raising interest rates

We maintain the view that the Bank of England will hold off from raising interest rates in 2017 says EY ITEM Club

The Police Have Enough to Contend With

Although slowly coming down, emotions are still at a heightened level after the events of the last few weeks.

A Near Term Interest Rate Hike Remains Unlikely

By Howard Archer, Chief Economic Advisor to the EY ITEM Club:

• Bank of England Governor in no hurry to raise UK interest rates

Investor sentiment constructive, but cautious in the long term

Notwithstanding various data disappointments over the past month, mainly reflecting business surveys moderately descending from elevated levels

Should the State Requisition Property When Necessary?

The Grenfell Tower tragedy that has caused so much death, injury and sorrow, has also brought the question of wealth inequality into stark relief.

Russian central bank cuts rates but alters tone

Craig Botham, Schroders' Emerging Markets Economist, comments on the Russian central bank's decision to cut its headline interest rate by 25 basis points (bps).

New Report Shows the Benefits of Brexit

While the usual Remoaners pick over the bones of the general election and try to convince anyone who might listen that the result proves the people want to now stay in the European Union

Despite close MPC vote interest rates may not rise in near term

With the UK economy struggling, economic and political uncertainty magnified by the election result, and earnings growth very weak, a compelling case can still be made for the Bank of England to hold off from any interest rate hike.

Another Fed hike, but how many more to come?

Following the latest interest rate rise in the US, we expect a further one in September and balance sheet reduction to kick in around the turn of the year, comments Schroders' Chief Economist, Keith Wade: