24 June 2021
What investors can learn from Bill Gates' climate warning
What investors can learn from Bill Gates' climate warning

The Microsoft founder’s new book further strengthens our conviction about investing in the energy transition.

23 June 2021
Johanna Kyrklund: Time to slow down (but not too much)
Johanna Kyrklund: Time to slow down (but not too much)

Like in the 90s action movie Speed, you can’t take your foot too far off the gas in today’s markets.

21 June 2021
Monthly markets review - May 2021
Monthly markets review - May 2021

A look back at markets in May when shares moved up on re-opening and vaccine optimism, although rising inflation sparked some concerns.

16 June 2021
The £33k cost of trying to time the market
The £33k cost of trying to time the market

When markets fall, the natural instinct is to sell. Our research highlights how costly it can be to miss the stock market’s best days.

17 June 2021
32 reasons not to invest in the stock market
32 reasons not to invest in the stock market

Over four decades there have been plenty of stock market shocks to dissuade people from investing. Our data shows what happened after each event.

15 June 2021
Could global growth this year be the fastest this century? - Copy
Could global growth this year be the fastest this century?

We've substantially upgraded our growth forecasts for 2021.

20 May 2021
Why you shouldn't try to time the top of the market
Why you shouldn't try to time the top of the market

Popular measures of stock market valuation scream that the US stock market is eye-wateringly expensive and that you should run a mile. But does that mean you should?

19 May 2021
Fed vs vigilantes: why bond markets are hotting up
Fed vs vigilantes: why bond markets are hotting up

Bond markets are in a process of transition, and a burgeoning tussle between the Federal Reserve and bond vigilantes could make life interesting in 2021.

20 May 2021
Does an emissions scandal await the real estate sector?
Does an emissions scandal await the real estate sector?

The property sector must agree on a coordinated approach to environmental standards if it is to reduce its carbon footprint.

19 May 2021
Four reasons for investing in US small and mid caps (and four challenges)
Four reasons for investing in US small and mid caps (and four challenges)

We see four reasons why US small and mid caps are a happy hunting ground for investors, and the current economic recovery offers an extra boost.

17 May 2021
Can global cities still thrive after the Covid-19 crisis?
Can global cities still thrive after the Covid-19 crisis?

Despite changes to the way we live and work, global cities will continue to flourish once the pandemic ends.

14 May 2021
Has the value ship sailed?
Has the value ship sailed?

Value’s recent strong performance has led many investors to question whether they’ve missed the boat. Here’s why we think they haven’t.

29 March 2021
Schroders TV: Does the 21st Century belong to Asia? 23 March 2021
Schroders TV: Does the 21st Century belong to Asia? 23 March 2021

A brutal pandemic with political and social turmoil have destabilised the West’s once concrete foundations. But having survived a financial crisis and recovered quicker from Covid-19, Asian economies appear to be on much firmer ground. Our regular host Lesley-Ann Morgan is joined by Nick Field, Global Emerging Market Equity Strategist, David Rees, Economist and Viswanathan Parameswar, Head of Investments Asia, as they discuss why for investors, the 21st century could belong to Asia.

3 May 2021
What is the post-pandemic outlook for Asian shares?
What is the post-pandemic outlook for Asian shares?

Asia’s response to the pandemic served it well in 2020. However, with a risk of bubbles developing in some areas, investors will need to be agile in their stockpicking.

28 April 2021
Why the going is about to get tougher for investing in climate change
Why the going is about to get tougher for investing in climate change

After an extraordinary year in 2020, the competition for climate change growth opportunities is about to get much tougher.

27 April 2021
Will Covid leave scars on the world economy?
Will Covid leave scars on the world economy?

Chief Economist Keith Wade considers the longer-term effect of the Covid-19 pandemic on economic activity by tackling three key questions.

30 March 2021
What real estate managers need to learn from the hospitality sector post Covid-19
What real estate managers need to learn from the hospitality sector post Covid-19

Landlords and tenants need to work together to create sustainable solutions for the future, and we think it’s win-win for both.

31 March 2021
High yield in sweet spot amid government bond turbulence
High yield in sweet spot amid government bond turbulence

Government yields look set to remain higher and more volatile from here. Here's why we think high yield corporate bonds could be set to benefit.

30 March 2021
Is there an "epic bubble" in Asia?
Is there an "epic bubble" in Asia?

Robin Parbrook looks at whether we should all be as concerned about equities in Asia as GMO's Jeremy Grantham is about the US.

4 March 2021
Will rising commodity prices prompt a shift for equity investors?
Will rising commodity prices prompt a shift for equity investors?

Prices for all sorts of commodities are on the rise, potentially prompting investors to reappraise their view of commodity-related stocks.