As covered in the Financial Times, our research challenges the conventional wisdom that portfolio turnover and transaction costs should be minimised, and finds it to be misguided.
We explain why ESG integration is not just about managing downside controversy risks but the insight it can bring to future growth.
Global Market Perspectives
In den jüngsten Einschätzungen zur Konjunktur und Vermögensaufteilung für das dritte Quartal 2017 erkundigen wir uns nach der Zufriedenheit der Anleger. Außerdem stellen wir einen Marktüberblick zur Jahresmitte an und befassen uns mit den historischen Auswirkungen präsidialer Amtsenthebungsverfahren auf die Märkte.
Climate change will be a defining driver of the global economy, society and financial markets over the coming years, decades and beyond. Schroders has developed a Climate Change Dashboard to measure progress towards a decarbonised world.
The world could be heading for a dystopian or booming future thanks to the incredible advances being made in automation. We look at the robot age and what it might mean for investors.
There are many opinions on the merits of founders continuing to run their businesses into public ownership. Surprisingly, there has been limited analysis to underpin those opinions. We set out to bring some evidence to the subject.
This paper draws on the expertise of practitioners and the limited body of academic evidence to establish a broad framework, examining how ESG integration can generate alpha for sovereign fixed income.
In this month's viewpoint we consider whether we have seen the end of the "Trump trade", if investors have become too complacent and where the danger points are for emerging markets.