The long view

  • The Sentiment Cycle: The study of the behaviour of market participants

    The Sentiment Cycle: The study of the behaviour of market participants

    Sentiment moves in long-term cycles; emotion, investor positioning and press coverage all change as an asset progresses through its life cycle. Our graphic takes you through the sentiment cycle.

  • Responsible Investment Report Q2 2015

    Responsible Investment Report Q2 2015

    In this quarter's Responsible Investment Report and infographic Schroders’ ESG team demonstrates active ownership, investigates green bonds and financial inclusion.

  • Is the Second Great Depression approaching? Part two: the case against...

    Is the Second Great Depression approaching? Part two: the case against...

    In the final part of our economists' debate, Chief Economist and Strategist Keith Wade argues that we are not about to enter another Great Depression; the world today is different.

    • Keith Wade, Chief Economist & Strategist
    • 15 Jul 2015
  • Is the Second Great Depression approaching? Part one: the case for...

    Is the Second Great Depression approaching? Part one: the case for...

    In the first of a two-part debate between Schroders’ economists, Emerging Markets Economist Craig Botham presents the case that the global outlook is bleak and that we are on the verge of a deep depression akin to that which hit in 1929.

  • The costly future of green shipping

    The costly future of green shipping

    "We're going to need a greener boat": the latest research and video from the Schroders ESG team looks at the environmental impact of shipping and the regulatory implications for companies in the sector.

  • Schroders Live reveals European optimism

    Schroders Live reveals European optimism

    At the May 2015 Schroders Live event, the panellists struck an optimistic tone and found a number of reasons to be upbeat about both growth and equities, especially in Europe.

    • Keith Wade, Chief Economist & Strategist
    • Simon Webber, Lead Portfolio Manager, Global and International Equities
    • 21 May 2015
  • Is Japan abandoning its cash conservatism?

    Is Japan abandoning its cash conservatism?

    Within global equities, one of the key themes we see emerging in 2015 is a shift in focus of corporate Japan from stockpiling to distributing excess cash; a trend which may awaken income-seekers’ interest in the country.

    • Simon Webber, Lead Portfolio Manager, Global and International Equities
    • 20 May 2015
  • Investment Horizons: Issue 3, 2015

    Investment Horizons: Issue 3, 2015

    Thought leadership from Schroders: widening investors’ horizons.

  • Schroders Global Investment Trends Survey reveals worldwide appetite for income

    Schroders Global Investment Trends Survey reveals worldwide appetite for income

    The latest Schroders Global Investment Trends Survey paints a picture of increasing confidence and shows that income is at the top of investors’ wish lists.

  • ESG: Annual Responsible Investment Report

    ESG: Annual Responsible Investment Report

    The 15th Annual Responsible Investment Report is now available. This year's report highlights how we have improved and deepened our coverage of many important issues.