The long view

  • Internet kills the video star?

    Internet kills the video star?

    Television is changing and internet giants like Google and Facebook are poised to prosper as a result. James Gautrey examines the opportunity this presents.

    • James Gautrey, Portfolio Manager, Global Sector Specialist - Technology
    • 2 Mar 2015
  • Schroders Responsible Investment Report: banks, tax, carbon and ESG

    Schroders Responsible Investment Report: banks, tax, carbon and ESG

    In the latest Schroders Responsible Investment Report: banks' new approach to risk; corporate tax; carbon action and ESG engagement with BHP Billiton and Debenhams.

  • The end of the road: has the developed world reached ‘peak car’?

    The end of the road: has the developed world reached ‘peak car’?

    From boardrooms to showrooms, there is growing confidence in the recovery of the auto industry. However, longer-term data suggest that, cyclical tailwinds aside, the market for automobiles in developed markets could be in structural decline.

  • Banks: a new approach to risk

    Banks: a new approach to risk

    The latest report from our ESG team looks at governance, culture and risk in a revamped banking industry.

  • Wealth preservation: A (mis)calculated risk?

    Wealth preservation: A (mis)calculated risk?

    How focusing on the wrong risk has undermined wealth preservation strategies.

  • Why investors should care about data security risk

    Why investors should care about data security risk

    A new study from our Environmental, Social and Governance (ESG) team looks at the increasing importance of data security and how it provides opportunities and risks for companies and investors.

  • Investment Horizons: Issue 2, 2014

    Investment Horizons: Issue 2, 2014

    We hope you enjoy this second edition of Investment Horizons, our regular look at vital themes for institutional investors.

  • Healthcare: an innovation injection

    Healthcare: an innovation injection

    Healthcare has been one of the best performing global sectors year-to-date, which begs the question: how much further can it go? John Bowler argues that ongoing innovation from medical companies will continue to drive strong performance in the sector and highlights a few key areas where this is already occurring.

    • John Bowler, Fund Manager, Global Healthcare
    • 19 Nov 2014
  • Lessons from the last 40 years for the next 20

    Lessons from the last 40 years for the next 20

    In place of his usual Crystal Ball looking at the year ahead, Alan Brown takes a longer perspective and thinks about the lessons we can take from the last 40 years.

  • Osborne throws down a pre-retirement challenge

    Osborne throws down a pre-retirement challenge

    The reforms could provide a much-needed spur to pension saving.

    • Tim Horne, DC Investment Solutions Manager
    • 14 Jul 2014