Feb 2011 - Schroders Global Economic Update

Keith Wade, Chief Economist & Strategist at Schroders, discusses the outlook for the global economy. Summary: •What is threatening to sour the global sweet spot? •What is going to stop the rise in commodity prices creating a real inflation problem? •Are the emerging markets and China in particular becoming too hot to handle? •Do you expect the ECB to echo its BRIC counterparts and tighten policy? •What may encourage the ECB to give in to its hawkish tendencies? •Where will investors find the most value right now?