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Investment Horizons Spring 2021

We are pleased to provide our 14th edition of Investment Horizons, our North American perennial compilation of research articles inspired by our global client engagements.

In our first article, we look at the basis of capital growth investing through the lens of mathematic principle and determine that the duality of factor analysis (Growth v Value) can have common allies.

Our next featured article, shows our Multi-Asset team discussing portfolio construction principles in an era of zero rates, and how the traditional 60/40 paradigm is being challenged by new and dynamic thinking.

The next two Perspective pieces offer quick insights on two very timely topics: the current vaccine rollout, and the Fed.

Lastly, our Head of Policy Research, Anastasia Petraki, provides a world-tour view on a topic of emerging relevance – sustainable finance.


Topics:

  • Alternatives
  • Currencies
  • Fixed Income
  • Multi-Asset
  • W centrum uwagi
  • Responsible Investing
  • Equities
  • Coronavirus

The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.