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Investment Management
The energy mix: how drought is creating change
Schroders economist, Irene Lauro, explores the impact of droughts on the energy and transport sectors in Europe and the rest of the world.
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Investment Management
Is an inflationary regime change imminent and how will this change investment positioning?
In this episode of Schroders' 'The Investment Download' podcast, Adam Farstrup, Head of Multi-Asset Strategy for Schroders Americas, discusses the potential of a regime change, and the recent Wall Street...
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Investment Management
Metals market critical to net-zero
BlackRock discusses how the metals market can support the creation of a more sustainable world.
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Investment Management
Investors must stay course during periods of underperformance
Schroders explains why investors must ride out difficult periods to deliver outperformance over the long-term.
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Investment Management
Tensions between the US and China worsen
Schroders discusses the implications of a decoupling between the US and China on national economies as well as the global economy.
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Investment Management
Can private markets adapt to cope with long-term trends?
BlackRock's whitepaper examines how private markets are suited to deal with inflation, megatrends, and the demand for net-zero.
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Investment Management
Could rising interest rates impede global economic growth?
Schroders examines the impact that rising interest rates and newly introduced fiscal policy could have on global growth.
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Investment Management
Could China become a source of global inflation?
Schroders discusses how China’s economic activity and response to the COVID-19 pandemic could lead to rising inflation across the globe.
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Investment Management
How the Russia-Ukraine crisis has altered the US energy mix
T. Rowe Price explores the implications of the Russia-Ukraine crisis on the US energy mix, considers policy changes, and makes comparison to European reliance.
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Investment Management
Will commodities prices keep on rising?
BlackRock uses a scenario-based approach to determine the future of commodities prices, which have soared due to increased demand.
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Investment Management
The outlook for Brazilian equities in a turbulent year
Schroders explores the position of the Brazilian equities market, and considers whether it has peaked amid falling commodity prices and election uncertainty.
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Investment Management
How high yield bonds are riding the waves of volatility
T. Rowe Price discusses the value of high-yield bonds and the role market volatility plays in value return.
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