Foresight

Highlight

Thought Leadership

09SEP 2019

Measuring the market impact of geopolitics

Geopolitical risk is on the rise and investors will increasingly need to take it into account in the coming years. Our analysis looks at how it can impact portfolios and what investors can do about it in terms of strategy.

2019

APRIL

11APR 2019

Thought Leadership

SustainEx: Quantifying the hidden costs of companies’ social impacts

Andrew Howard, Head of Sustainable Research, explains the rationale and analysis behind Schroders’ ground-breaking SustainEx tool and how the societal costs it measures could affect future corporate profitability.

MARCH

18MAR 2019

Markets

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

17MAR 2019

Markets

Infographic: Inescapable truths for the decade ahead

This interactive infographic explores our inescapable investment truths.

FEBRUARY

01FEB 2019

Markets

Climate Progress Dashboard shows improvement to 3.9°C but more action is needed

Although the COP24 yielded worryingly few advances, there are still glimmers of hope for climate change progress.

2018

DECEMBER

10DEC 2018

Thought Leadership

The underperformance of value: a tale of unintended consequences

Our research shows that, given the poor performance of many value-orientated funds, investors would do well to choose their value factor carefully.

04DEC 2018

Thought Leadership

The emerging market convergence question

The idea of convergence is a powerful one for many emerging markets investors. But what is it? Why should it happen? What does history tell us about it?