Schroders warns global markets of rising long-term yields; central-bank credibility concerns push yields higher

Schroders warns global markets of rising long-term yields; central-bank credibility concerns push yields higher Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

August 13, 2026

Schroders warns long-term yields may rise in global markets due to central bank credibility concerns; Fed to begin rate hikes later this year

Schroders warns long-term yields may rise in global markets due to central bank credibility concerns; Fed to begin rate hikes later this year Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

August 13, 2026

Global economy to deliver solid growth worldwide; long-term yields surge on credibility concerns

Global economy to deliver solid growth worldwide; long-term yields surge on credibility concerns Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

August 13, 2026

Schroders Economic and Strategy Viewpoint Q3 2026 global; Long-term yields may surge on credibility fears.

Schroders Economic and Strategy Viewpoint Q3 2026 global; Long-term yields may surge on credibility fears. Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

August 13, 2026

Emerging market debt in global markets remains resilient despite uncertainty; Latin America leads with +12.6% YTD in GBI-EM.

Emerging market debt in global markets remains resilient despite uncertainty; Latin America leads with +12.6% YTD in GBI-EM. Emerging market debt remains resilient as uncertainty tests markets Emerging market debt remains resilient as uncertainty tests markets Strong investor demand is helping performance overall, while divergence continues between commodity-exporting economies and those exposed to oil supply disruption. Despite the recent mild correction, emerging markets debt (EMD) continues to demonstrate resilience amid exceptionally uncertain global macroeconomic, monetary and geopolitical backdrops. This resilience is reflected in the sustained inflows into the asset class, as shown in the chart below. Improving demand from foreign investors has helped maintain the strong outperformance recorded over the past three years. This favourable performance trajectory has also remained firmly in place despite recent renewed upward pressure on developed market bond yields. ...

August 12, 2026

Healthcare sector offers structural growth opportunities globally; Regulatory clarity lifts valuations, pharma re-rating.

Healthcare sector offers structural growth opportunities globally; Regulatory clarity lifts valuations, pharma re-rating. Beyond tech concentration: why healthcare offers structural growth opportunities Beyond tech concentration: why healthcare offers structural growth opportunities Unloved healthcare presents compelling opportunities in terms of low current valuations and powerful demographic tailwinds. Market concentration remains extreme, with just five US tech megacaps comprising almost 20% of the MSCI ACWI global index*. And within the S&P500, the tech weighting is now at a multi-decade high (see chart, below). ...

August 12, 2026

Schroders Insights Economic and Strategy Viewpoint Q3 2026 Global; long-term yields rise due to credibility concerns

Schroders Insights Economic and Strategy Viewpoint Q3 2026 Global; long-term yields rise due to credibility concerns Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

August 12, 2026

India hosts FIBA U18 Asia Cup 2026 at Veer Savarkar Indoor Stadium, Ahmedabad; YouTube live stream only; no TV broadcast

India hosts FIBA U18 Asia Cup 2026 at Veer Savarkar Indoor Stadium, Ahmedabad; YouTube live stream only; no TV broadcast FIBA U18 Asia Cup 2026: Know schedule and where to watch live streaming in India FIBA U18 Asia Cup 2026: India look to make home court advantage count - full schedule, where to watch live Australia are the defending champions, while China are the most successful team in the history of the tournament. Watch live! ...

August 12, 2026

Ryo Tanimoto und Koji Takasaki pfeifen Regionalliga Nord, Bayern und 3. Liga in Deutschland; 3. Liga Einsatz am 3. und 4. Spieltag

Ryo Tanimoto und Koji Takasaki pfeifen Regionalliga Nord, Bayern und 3. Liga in Deutschland; 3. Liga Einsatz am 3. und 4. Spieltag Deutsch-japanischer Schiri-Austausch geht in die nächste Runde Deutsch-japanischer Schiri-Austausch geht in die nächste Runde Kommen auch in der 3. Liga zum Einsatz: die japanischen FIFA-Referees Ryo Tanimoto (l.) und Koji Takasaki Der Schiedsrichter-Austausch zwischen dem Japanischen Fußball-Verband (JFA) und der DFB Schiri GmbH wird in diesen Tagen fortgesetzt. ...

August 12, 2026

Schroders warns global markets about rising long-term yields tied to central bank credibility; yields surge higher

Schroders warns global markets about rising long-term yields tied to central bank credibility; yields surge higher Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

August 12, 2026