Investment Compass

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....

There is a lot going on in the financial markets right now. Meaningful inflation has returned for the first time in decades. Supply chains everywhere continue to be...

Russia’s tragic invasion of Ukraine has increased the risk of “stagflation” – where slowing economic growth combines with accelerating inflation. Global equities tend to suffer in this environment,...

It has been an inauspicious start to 2022 for many Asian stock markets. Although there have been some bright spots – notably Australia and the smaller ASEAN markets...

Russia’s shocking invasion of Ukraine is having horrendous consequences, and our thoughts are with the millions of people affected. As climate change investors, we also have to consider...

The tragic impact of Russia’s invasion is first and foremost being felt by the people of Ukraine. In time, however, this crisis poses risks to food supply that...

Russia’s invasion of Ukraine, which is having devastating human consequences, has increased the risk of a stagflation environment – one of slowing economic growth but high inflation. How...