MARKETS
Are banks vulnerable to a crisis in commercial real estate?
Fears are rising about regional banks’ exposure to commercial real estate...
The Investment Outlook Q2 2023
Financial conditions are likely to tighten further in the coming months....
Global Economic Outlook Spring 2023: Everything everywhere all at once
Negative confidence effects from the near-death experience in the US banking...
Weakening Credit and Tightening Lending Conditions Drive Compelling Value
Higher interest rates and tighter lending conditions are creating a very...
Fractured Markets, Strong Bonds
For investors, times of uncertainty can underscore the importance of a...
What the collapse of SVB means for investors
The investment world has been rocked by two bank failures in the US and...
Fed Weighs Stubborn Inflation Against Banking System Stress
Slower credit growth may curtail broader U.S. economic growth, taking pressure...
Regulators welcome the Government's updated Green Finance Strategy
In a joint statement, the FCA, the FRC, the BoE and the TPR have welcomed...
Fed and Treasury won't come to the rescue
The Fed stuck to its inflation-fighting script yesterday, pointing to other...
Contagion or contained: banks in focus
After a turbulent week for the banking sector, Schroder's experts assess...
Rates risk reverb
Higher rates have triggered a banking crisis, provoking actions from policymakers,...
Quarterly Investment Letter
Following a turbulent week in the markets, Graham Wainer (CEO Investment...
