The long view

  • 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.

  • Financial inclusion: how is the UK faring?

    Financial inclusion: how is the UK faring?

    While the UK banking sector is making progress in addressing the issue of financial inclusion, significant challenges remain. We believe that financial education is key to overcoming these.

  • Responding to climate change risk in portfolio management

    Responding to climate change risk in portfolio management

    The latest paper from our SRI team explores how investors can understand their portfolios' exposure to climate change risks and ways to mitigate these risks.

  • Demand response to boost oil prices

    Demand response to boost oil prices

    Market consensus has become slightly less negative about the oil price since the dark days of early January. We explain why we believe the market is setting up for a significant supply shock.

    • Mark Lacey, Global Energy Fund Manager
    • John Coyle, Fund Manager, Global Sector Specialist
    • 31 Mar 2015
  • Living Wage: a UK perspective

    Living Wage: a UK perspective

    The living wage is gaining momentum in the UK. We look at its costs and benefits, which sectors have the most exposure to the issue and the impact of its implementation on corporate margins.