Expert magazine

Edition: June - October 2016


Feature: Putting a price on climate change
The economic implications of climate change are already forcing themselves onto investors’ agendas. In this article we draw on the growing volume of academic work to look at the likely economic cost. Our conclusion is that climate change will reduce productivity and economic activity, while inflation will increase. Effective policy response will require collective action. Shareholders have a role, but effective adjustment requires market based mechanisms, such as carbon pricing and higher insurance premiums.

Further topics:
Investment ideas: The case for small caps in a world of deflation and disruption

Funds focus:
Convertible Bonds: Perfect for treasure hunters and yield seekers
Schroder ISF EURO Credit Absolute Return

Chinese trend growth, part one: demographic perspective

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Edition June – Oct 2016 54 pages | 7,664 kb