Content (141)
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White papersThe Fed’s normalising of rates is not easing
Given that the US economy is healthy, we believe the market is overestimating what the Fed will do.
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White papersPrivate equity’s resilience during major crises: a 25-year analysis
Over the last four years, financial markets have been subject to a series of shocks that have had far-reaching implications. From the global pandemic and subsequent shutdown of major economies to recent geopolitical tensions, the market environment has been rife with uncertainty. Amidst this turbulence, private equity still managed to deliver impressive absolute and relative performance. Over the period 2019 to 2023, global private equity experienced 16% annualised performance, outperforming the MSCI ACWI gross index by 8%.
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White papersBeyond renewables: Investing in the global energy transition
The global push to decarbonise will require investment in a wide range of technologies and infrastructure, bringing a diverse array of potential opportunities for investors.
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White papersInfrastructure debt: Capturing the mainstream
Jerome Neyroud, head of infrastructure debt investments at Schroders Capital, on why infrastructure debt is no longer niche, the appeal of the asset class and the sectors poised to drive future demand.
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White papersPrivate Markets Investment Outlook Q4 2024: Reasons to be optimistic
A continued decline in inflation, the beginning of normalising central bank rates, and an improved capital demand/supply balance create a favourable environment for private market investments. However, persistent geopolitical tensions underscore the need for diversified allocations.
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White papersIncome is in
For the first time in a long time, investors can earn attractive income in debt markets. This includes of course public fixed income, but also the spectrum of private debt/private credit, from traditional direct lending to crowded markets such as specialty finance or asset-based lending.
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White papersVideo killed the radio star: why private equity investors need to rethink the re-up
42 years ago, MTV introduced itself to the world with a song as prophetic as it was catchy. The Buggle’s hit song “Video Killed the Radio Star” ushered in a wildly different era for the consumption of music. We think private equity is facing its own MTV moment.
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White papersThe four pillars of impact investing and how they work in the real world
Investors can achieve the greatest positive impact with their capital by focusing on four key themes.
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White papersNew to private assets? Here’s what to expect.
Understanding the varied benefits of adding private assets to a portfolio is the first step on a journey. This is what to expect as an investor.
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White papersImpact investing behind the scenes: four ways investor capital builds a sustainable future
Three of Schroders Capital’s impact experts explain some of the ways we might put pension capital to work, and dig into why private markets are so important to building sustainable change.
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White papersHow do private equity co-investments work and what are they used for?
There are many ways to invest in private equity. As more investors can now access this asset class, we describe the advantages of co-investing and include some key case studies in Europe.
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White papersPeter Harrison: The City needs to embrace risk
Proposals to overhaul listings rules are a step in the right direction but much more work needs to be done.
