The long view

  • 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.

  • Taxing times: Corporate tax avoidance under the spotlight

    Taxing times: Corporate tax avoidance under the spotlight

    The latest report from our ESG team examines the topic of corporate tax avoidance and the investment risks it poses.

  • The FTSE 100's evolution since its 1999 peak

    The FTSE 100's evolution since its 1999 peak

    In this infographic see how the entry of Hikma Pharmaceutical on Monday 23 March represents a further shift in the make up of the UK's benchmark index.

    • Schroders, Investment Communications Team
    • 20 Mar 2015
  • 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.