Global overview

Find out how investment trends in areas such as sustainability and private markets are affecting people globally - as well as how their strategies are being adapted for the new investment landscape

New paths in a changing investment landscape

Investors currently face difficult challenges. Ongoing inflation and geopolitical uncertainty – coupled with the need to decarbonise our economies – are making markets difficult to navigate. To understand how their strategies and views are adapting, Schroders’ Global Investor Study surveyed over 23,000 people who invest, from 33 countries and territories around the world.

78%
agree that higher inflation and interest rates mean we have entered a new regime in policy and market behaviour
54%
have changed their investment strategy in light of this and
34%
intend to do so

Yet people are still optimistic about returns

How people think their returns over the next 12 months will compare with the previous 12 months

What investments have become more attractive over the last six months?

Ranked by the difference between “more attractive” and “less attractive”

#1
Actively managed funds
#2
Private assets such as private equity or real estate
#3
Digital assets

Sustainable investment: time to engage

As people understand more about sustainable investing, they are thinking in greater depth about what it means. One aspect is “active ownership”, where investment managers influence company boards and management teams so that more sustainable practices are properly considered for the benefit of long-term value creation.

A large majority of people believe that engaging with companies on sustainability will benefit their investments

Do people think encouraging companies to act sustainably helps generate long-term value?

As people learn about investing, they become more convinced that active ownership is effective

Top three areas where people think engagement is most important

More information and education would mean more people would invest sustainably

Yet overall, people remain enthusiastic about sustainable investing

Whether people are attracted to sustainable funds and why

Moving forward with private assets

The survey shows people generally understand the issues around investing in private assets. (Private assets include private equity, real estate, infrastructure, and private debt and credit, i.e. direct lending to companies.) This is an important finding, as increasingly regulators globally are allowing ordinary investors to access these types of investments, which were previously reserved for pension funds and similar large institutions.

The top three private assets people most want to invest in

30%
Private equity
24%
Real estate
23%
Infrastructure and renewable energy

People think private assets can boost performance and diversification — and also improve sustainability

Reasons why people would invest in private assets

But they acknowledge the complexities around private assets, and admit they need to gain experience with them

Top five perceived barriers to investing in private assets

On average, people would consider putting

Explore the findings

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For illustrative purposes only and does not constitute a recommendation to invest in the above-mentioned security / sector / country.

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