27SEP 2022
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Schroders
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Economic views
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- Economic Views
- Economic and Strategy Viewpoint
- Global Market Perspective
- Should the pollsters be fired?
- South Africa: time to deliver on reforms
- Three reasons why Asia’s set to pass on the growth baton
- Is Turkish turbulence a taste of things to come for EM?
- Brazil prospects brighten after rate hike
- India: brewing second wave overshadows the outlook
- Are China’s economic prospects shifting?
- OPEC wrangling emphasises EM energy exporters’ predicament
- China: what zero tolerance, supply chain disruption and floods mean for economic growth
- Why China’s strong start to 2022 is unlikely to continue
- Schroders Recession Dashboard: what is it telling us?
- Why recession looms for the developed world
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Markets
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- Market Views: Equities
- Market Views: Fixed Income
- Market Views: Multi-Asset
- What has driven stock market returns and what could drive them in the future?
- Q&A: Why electric trucks could help EU meet CO2 targets
- What the data tells us about the shape of the US economic recovery
- Why digital infrastructure could emerge stronger from Covid-19
- The “homebody economy” – investing in your digital back yard
- Q&A: The demographic challenge facing European cities
- Can behavioural finance explain how investors think about sustainability?
- Institutions don’t share retail investors’ optimism on returns
- What is the EU Green Deal and how might it impact business?
- What would be the environmental and social impact of a Biden presidency?
- Gearing up against greenwashers: investors seek clarity on sustainability terminology
- Our multi-asset investment views - October 2020
- Video: How climate change might affect investment returns
- Has the euro's time come to shine?
- What does average inflation targeting mean for the business cycle?
- How has the crisis affected insurance investors?
- Our multi-asset investment views - November 2020
- Outlook 2021: Global and thematic equities
- Outlook 2021: Asian equities
- Outlook 2021: Global bonds
- Outlook 2021: US fixed income
- What is an impact bond? A specialist fund manager explains
- Why everyone’s talking about hydrogen
- What next for Biden’s climate and social agenda?
- How data science helps sustainable investors
- US pension rules could slow - but not halt - the use of sustainable investments
- On thin ice: the danger posed by thawing permafrost and how businesses need to prepare
- The investor's dilemma: do sustainable funds need a digital detox?
- London regains top spot in Schroders’ Global Cities Index
- Podcast: The four “M”s: why the 21st century belongs to Asia
- Chasing “financial independence retire early” (FIRE): is it possible?
- Five reasons to believe in a new commodities super-cycle
- Climate Progress Dashboard: will 2021 be the year of decisive change?
- Why profits are in the driving seat for US equity returns this year
- Can China really become carbon net zero by 2060?
- What investors can learn from Bill Gates’ climate warning
- Why the going is about to get tougher for investing in climate change
- Climate change tracker hits record low as progress gathers pace
- Does an emissions scandal await the real estate sector?
- Retirement planning? Sorry, we’re too busy watching Netflix
- Has the value ship sailed?
- Video – Katherine Davidson on the largest company you’ve never heard of that’s helping you use less plastic
- Private equity in China: five charts that show what investors could be missing
- How tech and medical advances are transforming healthcare investing
- Are we now on the road to net-zero?
- 33 reasons not to invest in the stock market
- “DO sweat the small stuff”: how ESG missteps impact future performance
- Are auto companies preparing their workforce for a more digital future?
- Q&A: How global cities could benefit from green dividends
- Q&A: What is “natural capital” and why should investors care?
- How we’re pushing for more transparency on sustainability in the housing associations sector
- Workers of the world unite! How the post-pandemic recovery is increasing the bargaining power of labour
- Which city tops the Schroders European Sustainable Cities index?
- How sustainable are "fast fashion" businesses?
- Make do and mend: why fashion needs to look to the past to thrive in the future
- Climate progress tracker improves on higher carbon prices and electric vehicle sales
- Why capex is key to solving the supply chain issues hampering the economy
- Our review of the 2021 AGM season and how we voted
- What the data tells us about the next phase of the Covid-19 pandemic
- Why data centres aren’t as bad for the environment as you may think
- Impact investing: the importance of sustainable infrastructure in EM
- Where is the value in emerging market equities?
- How do retail investors feel about returns from sustainable investing?
- Five reasons why energy transition stocks can weather the inflation storm
- Q&A: How tech is shaking up the banking sector
- Is the energy crisis bad for climate change investors?
- How does stagflation impact investment returns?
- The world is on fire: how can investors move from climate anxiety to action?
- Peter Harrison: two reasons for post-COP26 optimism
- What is the point of purpose?
- How we see sustainability: the CEO and the ESG fund manager
- Could global cities be the cause of, and solution to, climate change?
- Outlook 2022: Global cities
- Infographic: the competitive advantages of frontier markets
- 16 years of returns: History's lesson for investors
- Four reasons to be optimistic about energy transition equities
- Why is there a negative correlation between equities and bonds?
- What does Russia’s invasion of Ukraine mean for markets?
- What are the implications of the sanctions against Russia?
- Gold - the only “safe haven” asset?
- Has the Ukraine war sped up the clean energy revolution?
- Capital punishment: private sector sanctions in Russia
- What ails Asian equities and where to from here?
- What does stagflation mean for your equity portfolio?
- Q&A: will the gold price surge continue?
- Is misfiring Netflix now a value stock?
- Google, Facebook: how we are acting to protect digital rights
- Q&A: Are we heading towards a commodity super-cycle?
- Finding opportunities in stagflationary times
- Shareholder resolutions: prepared to disagree
- Understanding the changes to the MiFID II suitability assessment
- What is the "just transition" and why does it matter for investors?
- Peter Harrison: why we must make nature investible
- Why bargain hunters should be shopping in Europe, not the US
- Hot in the city: why investors should care about soaring temperatures
- Why sustainable investors may rue being too passive
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