Economics & strategy


Strategy & economics

14NOV 2017

Strategy & economics

10NOV 2017



07NOV 2017

Strategy & economics

What are the political and policy ramifications of the 19th Chinese Communist Party Congress?

Our Global Economist, Janet Mui, writes her monthly market review on the culmination of the 19th Chinese Communist Party Congress.

03NOV 2017

Strategy & economics

Market implications of the Bank of England interest rate rise

Our investment team analyse the outcome of yesterday's Bank of England meeting and what impact it will have on the markets.


09OCT 2017

Strategy & economics

Statistical miasma

Richard Jeffrey explains the vital role of the Office for National Statistics in our lives, not only affecting our well-being but the growth potential of the country


11SEP 2017

Strategy & economics

Curves and shapes

Following an improvement in competitiveness resulting from the post-referendum fall in the pound, the UK’s trade accounts may now be on the brink of a significant improvement. Even so, continuing and substantial trade and current account deficits suggest that the economy is not yet on a sustainable growth path.

06SEP 2017

Strategy & economics

Chart of the month - September

We believe the transitory factors behind the recent weakness in US inflation will dissipate, while the surge in gasoline prices and dollar weakness will force inflation upwards – both of which may lift currently depressed inflation expectations


21AUG 2017

Strategy & economics

Is ONS data reflecting 'true' economic activity?

Richard reviews GDP data from the first quarter of 2017 and looks at how it can be misconstrued

16AUG 2017

Strategy & economics

Gleaning insight from big data

There is an abundance of big data available in today’s world. In this video, we explain how the Schroders Data Insights Team capture useful output from the blizzard of information, and why it’s important for us as investment managers.

Contact Cazenove Capital

To discuss your DFM requirements, or to find out more about our services and how we can help you, please contact:

Nick Georgiadis

Nick Georgiadis

Head of DFM Team
Simon Cooper

Simon Cooper

Business Development Director