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.
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.
Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
Although the COP24 yielded worryingly few advances, there are still glimmers of hope for climate change progress.
Our research shows that, given the poor performance of many value-orientated funds, investors would do well to choose their value factor carefully.
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?