Schroders analysis implies falling oil and gas production is offset by lower investment in clean technologies, leaving the climate dashboard pointing to a 4.1° rise.
In the monthly round-up of our asset allocation views, we discuss the three factors which will determine whether the reflationary environment continues.
Schroders Live: Keith Wade and Michael Scott discussed reflation, commodity prices and political developments in the US, as well as where to find opportunities in the current market environment
In this month's infographic we look at the shift towards global reflation, the end of quantitative easing and whether political risk is set to return in 2018.
It has been a year since Donald Trump’s presidential inauguration. We take a look at how financial markets have performed.
Given the economic burden of opioid addiction in the US and the political attention it receives, we believe there will be opportunities for companies offering solutions, as well as risks to those companies implicated in its causes.
Demand for income remains strong but investors may be taking on more risk than they realise. We look at how to generate a sustainable income yield across asset classes.