What does faster EM growth mean for investors?
Relatively fast growth has in the past supported the outperformance of emerging market assets says David Rees, Senior Emerging Markets Economist, Schroders
Why 2023 is the year to go global for credit
Investors flocked into high-grade credit at the start of 2023, producing a broad-based rally on the back of hopes that central banks would soon start rein back interest rate rises says, Rajeev Shah, Global Credit Strategist at Schroders.
Four “flavours” of value for equity investors
Value stocks can be found in many areas of global equity markets, but four areas in particular are catching our attention says Simon Adler, Fund Manager, Equity Value at Schroders.
Regime shift: investing into the new era
As this economic cycle ends, we shouldn’t expect to see the patterns of the past decade repeated says, Azad Zangana, Senior European Economist and Strategist at Schroders.
Economy – Forget soft landings – how much of a recession...
Since the last interest rate move by the Federal Reserve (Fed) on 27 July, investors have taken a more optimistic view of when the...
Value Stocks – Why bargain hunters should be shopping in Europe,...
The value investor has become something of an endangered species over the last decade, pushed to the side-lines of a market fixated on seeking never-ending growth in areas such as technology.
COP27 wrap-up: an historic deal was made, but what comes next?
Irene Lauro, Environmental Economist at Schroders, provides a summary of what happened at COP27 in Egypt and what to look out for at COP15.
What’s the point of COP27?
The world has already warmed to around 1.1 degrees centigrade above pre-industrial times. So, are the COP climate summits working? By Maria Teresa Zappia, Deputy CEO at BlueOrchard and Head of Sustainability and Impact at Schroders Capital.
Data that can help you keep a cool investing head in...
Markets have continued to fall as investors focus on the longer-term outcomes of the conflict and how these play into other concerns including sharply higher inflation, rising interest rates and a potential recession says, Duncan Lamont, CFA Head of Strategic Research, Schroders
Five reasons why digital infrastructure is among the most exciting investment...
Data centres, macro towers and fibre connectivity are among resilient growth areas as the digital economies of emerging markets bloom, writes Ben Forster, Portfolio Manager, Global Real Asset Securities
