Global

  • Schroders Economic and Strategy Viewpoint - July 2015

    Schroders Economic and Strategy Viewpoint - July 2015NEW

    In this month's Viewpoint:
    - Global: Storm clouds lift
    - Eurozone: Political risk shifts to Iberia
    - China's equity boom and bust
    - View at a glance

  • Climate change and the global economy: policy responses

    Climate change and the global economy: policy responses

    In the last of a series of four articles, our economists look at some popular policy responses, concluding that we should act sooner rather than later to avoid potential future costs.

  • Climate change and the global economy: quantifying the impact

    Climate change and the global economy: quantifying the impact

    In the second of a series of four articles, our economists examine various methods of quantifying the impact of climate change on global economic activity.

  • Climate change matters: a roundup of events in June

    Climate change matters: a roundup of events in June

    In this monthly newsletter, the ESG team reviews recent climate change-related developments.

  • 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.

  • Climate change and the global economy: growth and inflation

    Climate change and the global economy: growth and inflation

    In the first of a series of four articles, Keith Wade and Marcus Jennings examine the effect of climate change on global growth and inflation.

  • 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
  • Schroders Quickview: Puerto Rico's distress should be contained

    Schroders Quickview: Puerto Rico's distress should be contained

    In isolation, Puerto Rico's credit deterioration is unlikely to lead to broader systemic risk.

  • Real estate: Big city, bright lights, better returns?

    Real estate: Big city, bright lights, better returns?

    Schroders Head of Real Estate Research, Mark Callender, investigates the lure of big city real estate investment and urges investors to think more carefully about portfolio construction before increasing exposure to the big cities in Europe and North America.