High yield crisis also offers opportunities
March is not even halfway through, but has already presided over the largest fall in the price of European high-yield bonds since October 2008. The BofA European Currency High Yield Index is already in the minus 8% this month, but the unprecedented fall in prices also offers opportunities. Within Europe, I would now rather invest in Italy than the UK or Germany.
Schroders: Energy transition is accelerating
Moving away from carbon-based energy production is a long term trend that investors can still catch. By Mark Lacey, Head of Commodities at Schroders
Schroders: 10-year forecasts: what returns do we expect from major asset classes?
We have developed fresh forecasts for absolute returns across asset classes for the next ten years.
Schroders: Investing in climate change: risks and opportunities
Picking the potential winners from the losers as climate change transforms the global economy. By Yashica Reddy, Associate Product Manager at Schroders
Schroders: Three myths surrounding ESG in emerging market debt
Many feel that a focus on ESG is not compatible with emerging market debt investing. We disagree.
Schroders: The three fastest-growing trends in healthcare
With new insight into diseases and a multitude of new medicines being developed, it is an interesting time to be investing in healthcare. Here are three of the three fastest-growing trends.
Schroders: Is Bill Gates right about the “zero” climate impact of fossil fuel divestment?
Billionaire Bill Gates claims selling shares of fossil fuel companies is ineffective in the fight against climate change and has had “zero” effect on emissions. We think he has a point.
Schroders: Stranger Things vs Mickey Mouse: How the media old guard is adapting to disruption
Everyone’s focused on the new kids on the block like Netflix and Amazon Prime Video, but don’t underestimate the ability of the established order such as Walt Disney to adapt and thrive.
Schroders: Can Amazon really be a climate change champion?
The e-commerce giant has a chequered history when it comes to climate change, but recent steps towards carbon reduction mean we see it as a future force for good.
AXA IM : (In)égalité ho/fe en Inde : les femmes et l’économie informelle
En Inde, l’inégalité entre les sexes semble commencer à un très jeune âge. Alors que les femmes sont fortement sous-représentées dans l’économie , atteindre l’égalité nécessitera un changement significatif des attitudes.