Schroders’ CONTEXT research model offers a consistent and robust approach for assessing environmental, social and governance issues.

Schroders believes investors may need to reassess how they position their portfolios if inflation falls back as expected over the course of this year and next.

Schroders considers the wider macroeconomic and investment backdrop as the country heads to the polls.

Recent research conducted by Schroders and Ad Lucem has identified four disconnects between advisers and their female clients – why does this matter, and how easily can it be rectified?

As the recruitment of Jurgen Klopp as Liverpool manager nine years ago neatly illustrates, a period of underachievement can mask significant potential for future success – and Schroders thinks the same goes for investing.

If it pays to be greedy when others are fearful, then now may be time to consider increasing exposure to UK shares, says Schroders.

Arguably the most significant impact of rising interest rates is an end to the era of unlimited free money – and those who misallocated capital over the last decade are beginning to understand what that means.

The increased popularity of standalone China allocations, and the launch of emerging markets ex-China strategies, has amplified the debate over how to allocate to Chinese equities. Schroders assesses the key considerations.

Schroders explains how deforestation poses risks both to investments and to the likelihood of achieving global climate goals.

Andy Howard, Global Head of Sustainable Investment, discusses investment industry initiatives focused on climate change and Schroders' approach to membership of such bodies.

Schroders discusses the rise of energy security and what this means for the energy transition movement, both in conventional and renewable energy.

General Sir Nick Carter and Schroders’ investment experts discuss recent events in the Middle East, looking at the shifting alliances between major geopolitical players and the implications for markets.

Schroders’ Johanna Kyrklund reflects on the differences between the 1990s tech bubble and markets now.

How can you ensure the risk and return balance of a client’s portfolio remains right for them, while providing a smoother investment journey?

Schroders’ James Goodman and Jean Roche speak with discoverIE CEO Nick Jeffries to uncover how he turned the company into a 15-bagger.

It’s important to consider the long cyclical nature of the energy transition across conventional and renewable energy, as they both play a crucial role in providing energy security, stability, and low-cost energy.

Schroders’ analysis suggests that committed engagement leads to both reductions in harmful emissions and improved investment returns.

Although decarbonising an investment portfolio is a multi-faceted, multi-stage exercise, it needn’t be complicated.

Schroders’ Quantitative Equity Product (QEP) team consider the key themes for equity investors in the months ahead.

Since its launch in 2018, SustainEx has become the cornerstone of sustainability research at Schroders.

Is it time to trade your cash for short-dated fixed income? The shift could be a multi-decade opportunity for savvy investors.

With cash rates peaking and markets at all-time highs, many market participants find themselves with investment paralysis. Schroders asks: what’s next – is there life after cash? 

With share prices now exceeding the bubble-era high in 1989, Schroders examines whether the Japanese stock market can continue to move higher.

Bad economic news could eventually become good news for Chinese equities if the rising risk of outright deflation prompts the authorities to take more aggressive fiscal and monetary action.

Developing renewable energy assets, or opting instead to buy them when they are already operational, results in very different potential return and risk profiles. Higher interest rates have made those differences clearer.

Commodities form a vital asset class, but one which investors often exclude. Schroders’ framework is among the first to help investors reconsider their exposure to the sector while maintaining social and environmental considerations.

A muddled inflation picture, uncertainty over if or when rates might be cut and markets at all time highs … Schroders asks: what should investors do?

Retiring baby boomers in many countries will mean fewer workers, forcing companies to turn to robotics, automation and AI, with many potential investment implications.

How undervalued are UK equities? Let me count the ways, says Schroders’ Head of Strategic Research, Duncan Lamont.

History suggests that this can be a good time to consider whether small caps deserve a place within a diversified portfolio. Robert Starkey, Portfolio Manager, Schroder Investment Solutions, tells us more.

While many investors may feel nervous about the potential for a fall, Schroders’ analysis of stock market returns since 1926 shows that investing at a new high can be profitable.

Schroders’ latest research examines how sustainability factors, particularly climate risk, education, and sociopolitical stability, influence the way investors price sovereign credit.

Schroders’ Felix Odey discusses how food production and consumption is challenging climate targets and what the potential solutions might be.

In a volatile year, staying invested will matter as events could turn quickly.

Schroders’ Gillian Hepburn speaks with an AI implementation expert and a financial adviser who are already harnessing AI technology.

After years of being out of fashion, real estate has suddenly become a hot topic for investors. Listen to Schroders’ Tom Walker to find out why.

Fund managers’ credibility shouldn’t be measured by voting records alone. The crux of good stewardship rests on well-informed conversations with management, says Schroders.

Schroders explore the differences and similarities of key sustainable regulations in Europe and the UK, new developments around fund name guidelines, and the implications for investors.

New long-term analysis digs into returns during 22 rate-cutting cycles since 1928.

The 2023 Schroders Adviser Survey: the annual Schroders Adviser Survey seeks the views of advisers on a broad range of topics, and the latest survey highlights some of biggest threats and opportunities for advisers in 2024. 

Climate change and shifts in return forecasts underline how investors will need to work harder.

Former poker player Casper Berry advises on how investors might avoid some of the pitfalls that can lead them to making bad decisions in the coming year.

Schroders’ Keith Wade, Chief Economist & Strategist, looks back at three themes that he believes have dominated the last 35 years.

History tells us that this can be a good time to consider whether these companies deserve a place within a diversified portfolio. Schroders analysed data from the past five decades.

Schroders’ experts explore how investors in equities, fixed income and private assets are responding to challenges as they look to 2024. 

The ‘Seven Sins’” of fund management.

The extraterrestrial hunt for commodities – Schroders discusses the race for commodities, supply chain issues and tensions in space. 

Savings rates have trebled in 12 months, and UK savers can earn over 5% on deposits. So doesn’t it make sense to cut risk and stick to the safety of cash?

Should advising female clients be a key strategy for 2023? Research suggests that by 2025, women will own 60% of UK wealth, but 70% of women will change their adviser within a year of their partner dying.

What it means for strategic asset allocation – Schroders assesses whether historic approaches to portfolio construction should be reconsidered. 

Carol Storey, Climate Engagement Lead, and Jonathan Fletcher, Emerging Market Fund Manager and Head of EM Sustainability Research, explain why investors care about climate transition plans.

The Schroders Annual Adviser Survey has always provided insights and, with over 400 advisers taking part last November, the most recent survey was no exception.

The income desert is behind us, but investors need to navigate new income opportunities with care, say Dorian Carrell and Joven Lee.

As this economic cycle ends, we shouldn't expect to see the patterns of the past decade repeated. A new regime in policy and market behaviour is unfolding which investors need to understand if they are to find the best opportunities and safeguard their portfolios.