All Commentary articles – Page 54
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White papersNavigating Uncertainty— Risks and Opportunities in Commercial Real Estate
Rapid shifts in the global economic and capital markets are exerting strong influences on U.S. commercial real estate.
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White papersCross Asset Investment Strategy - May 2023
Topic of the Month: Our key takeaways from IMF’s Spring meetings
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White papersSchroders Global Real Estate Lens May 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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White papersA buyer’s market: Roundtable with Jochen Mende and other industry experts on secondaries with Private Equity International
The secondaries industry exists to provide liquidity to an illiquid market. In the current period of high macroeconomic volatility, therefore, demand for secondaries’ solutions should be through the roof. To a certain extent, this is true.
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White papersLike 10,000 Interns: How ChatGPT Can Liberate Investment Analysts
ChatGPT is generating excitement about the power of artificial intelligence (AI) to reshape business. For investment firms, AI can help execute many menial functions to free up analysts for deeper research dives, armed with more information than they could ever process alone.
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White papersSchroders Global Real Estate Lens May 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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White papersDebt’s defence against volatility
The appetite for infrastructure debt continues to grow, with a well-developed pipeline of investments, says Infranity’s CEO Philippe Benaroya
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White papersKeynote Interview: The renewables path is clear
In an article originally published by Infrastructure Investor magazine, Matt Ridley, partner at Schroders Greencoat, says the right time for renewables is now, with the required investment in renewable energy and associated infrastructure representing a multi-trillion dollar opportunity globally.
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PodcastThe Cost of Waiting for Goldilocks
Janet Rilling and Danny Sarnowski discuss the costs investors can face as they wait for a “Goldilocks moment” to add duration to their fixed income portfolios.
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White papersA step-by-step guide to measuring social impact in real estate
There’s no benchmark for social impact investing, but investment is gaining traction. In this article we - Schroders Capital - explain how we measure place-based impact.
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White papersBenefits of Private Real Estate in Volatile Markets
In recent years, institutional and retail investor allocations to private real estate have risen steadily.
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White papersAsset Allocation Committee Outlook: 2Q 2023
Despite equities holding up well so far in 2023, the Asset Allocation Committee remains cautious, anticipating volatility as we approach peaks in rates and inflation and troughs in economic growth and earnings.
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White papersInstitutional Investor: America’s Top Asset Management Firms
Institutional Investor published their list of America’s top asset management firms, according to the companies owned by them. We are proud to announce that we were ranked within their top 10 list.
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White papersThe cost of not acting is high
The world is facing an environmental crisis of unprecedented dimensions. Fighting climate change should be a high priority for humankind as it is closely linked to many other environmental challenges.
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White papersImpact Investing - for investors who want to make a difference
As the scientific evidence of climate change is becoming increasingly indisputable, impact investing has become a prominent and necessary aspect of investing.
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White papersReconsidering the banks sector
Banks have been held widely in the credit side of our sustainable strategies, and selectively on the equity side, for the entirety of their history, reflecting the role that products such as mortgages, current accounts and savings play in society.
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White papersCombining sustainability and outperformance with credit factor investing
What is the ex-ante impact of different sustainable investment approaches on the alpha of a credit portfolio? And what can investors do who want both outperformance and sustainable credit investments? Credit factor investing provides a solution to both questions.
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White papersImpact investing: why social action in real estate is as important as climate action
It is a movement that is hard to argue against. Impact investing, which the Global Impact Investing Network (GIIN) says can be defined as investment strategies that aim to ‘generate specific beneficial social or environmental effects in addition to financial gains’, has grown enormously in recent years.
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White papersMaking an impact with fixed income
Impact investing is an increasingly compelling consideration for core bond allocations
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White papersInflation, disinflation, inflection Who is right?
The market narrative remains focused on a single topic – inflation – but the overall picture is markedly different to that of late 2022. Equity, credit and rates markets are not synchronised in their pricing or probabilities of the outcomes from here. This conflicting picture of significant rate cuts just around the corner, dovetailing nicely with median levels of credit spreads and a somewhat lofty equity multiple valuation backdrop, leave us asking: ‘Who is right?’
