Investment Compass

Passive sustainable funds are growing strongly. But sustainable investors are at risk of a mismatch between what they expect and the reality of what they receive. Growing social...

When it comes to climate change investing, the tendency is to think of the opportunities presented by companies that are enabling the transition to a low carbon future....

With the first half of the year already over, it’s an opportune moment to consider what’s next for Asian stock markets and other equities. Macro events are likely...

The war between Russia and Ukraine is already having a significant effect on inflation and activity in the world economy as commodity prices have soared and supply chains...

Alongside the terrible human tragedy that has unfolded since Russia’s invasion of Ukraine, the war has also exaggerated many pre-existing investment trends. Some include the upward pressure on...

Pressure on the global food and water system is growing as a result of climate change, and time to address its potentially disastrous consequences is running out. Fresh...

Market trends in Asia this year have tended to see consumer, internet, semiconductor and technology stocks come under pressure. Internet stocks face ongoing regulatory uncertainties, while consumer companies...

Global stock markets have had a difficult few weeks and have fallen particular steeply since the US Federal Reserve (Fed) raised interest rates by 50 basis points (0.50%)...

Government bond yields have soared, and the effects have reverberated through the rest of the fixed income market. But how much yields have risen depends on which part...

Written by: Johanna Kyrklund, Group Chief Investment Officer and Co-Head of Investment, Schroders   I grew up in Rome, a city inextricably linked throughout its history to politics....