Global Market Perspective
Economic and asset allocation views covering Q3 2016. This includes a global trade research note, global strategy update on Brexit implications and a mid-year performance review.
After nearly a decade of low interest rates and central banks pumping money into financial markets traditional safe haven investments have become expensive, so where could investors look to keep their investments safe?
With the rise of electric cars expected to transform the automobile industry in the coming years, we are finding a multitude of investment opportunities relating to batteries.
The swift rise to prominence of companies such as Airbnb and Uber emphasises the importance of identifying sectors and companies potentially at risk of similar disruptions.
When the UK voted for Brexit the market didn’t like it. It fell sharply, but within days the FTSE 100 was back above its pre-Brexit levels. So, what should investors take away from the events of the last week?
Gold is on a path back from being a forgotten asset to a core allocation in a deeply uncertain world. Brexit exacerbates trends already firmly in place.
Following Brexit the term "stagflation" has reared its head, but what is it, what signs should investors look for and how will it affect different investments?
Schroders’ ESG team examines the social pressures that led the UK to vote Leave and the challenges and opportunities they imply for global industries and markets.
At a special event following the result of the European Union referendum, four Schroders experts assess the possible implications of the Britain’s decision to leave the economic bloc.