Climate Progress Dashboard forecasts global warming of 3.9°C despite Covid-19 crisis September 2, 2020 | City Talk The latest update to our Climate Progress Dashboard suggests the current pace of change will result in temperatures rising by 3.9°C above pre-industrial levels. Global temperatures are on course to rise by 3.9°C, almost twice the Paris Agreement target, according to our analysis of indicators from the second quarter of the year. Huge reductions in [...]
How might stocks react to a Biden win? September 1, 2020 | City Talk Our analysis suggests such an assumption would be premature. It’s not just Covid-19 and the economic slump it has caused that are on investors’ minds. They’re also beginning to worry about the risks surrounding the 2020 US presidential election. The latest polls show that the presumptive Democratic nominee, Joe Biden, is poised to win and the [...]
Share and share alike: electronically? August 28, 2020 | City Talk Where – if you’re lucky enough to own shares – do you store the paperwork? A drawer? The attic? Share certificates – possessed by millions of Britons – and dividend cheques seem on a path becoming obsolete. A trend towards digital delivery of shareholder-related communications means that the era of private investors filing away their [...]
Why digital infrastructure could emerge stronger from Covid-19 August 28, 2020 | City Talk The Covid-19 pandemic has accelerated the need to modernise digital infrastructure networks. We expect that this will create new investment opportunities. Surging online activity Whether we like it or not, the Covid-19 pandemic has cemented our addiction to fast and reliable internet access. While speaking to colleagues remotely, food shopping online or monitoring our ‘smart [...]
What does value investing have in common with Forrest Gump? August 26, 2020 | City Talk Gump is rewarded for his determination and resilience in the face of vicious storms in the 1994 film “Forrest Gump”. We believe returns could be bountiful for the genuinely long-term and patient value investor too. When I look at a chart like this, I think one of two things. Either it’s different this time for [...]
How working flexibly can give investors an edge August 24, 2020 | City Talk I’ve always said that the question of how you create a high performing investment culture is inextricably linked with the individuals involved and how they interact with each other. This is a people business and this view has been at the heart of how we approach investment matters at Schroders. As a leader of an [...]
From protein to plastics – EU funding continues to flow (for now) August 21, 2020 | City Talk Portugal’s off the list. Croatia’s on the list. Spain and France have been on the list for a while. As far as Europe is concerned, the headlines are dominated by the latest quarantine rules for people returning to Britain from holiday hotspots. It’s tough to keep track of the changing rules and timings. On a [...]
Mind the gap? Financing scale-ups takes sharper focus August 19, 2020 | City Talk ‘There is a risk… of a lost generation of innovative businesses unable to access the right capital to scale and go global’: so warns an analysis published this month entitled The Future of Growth Capital. The report – co-produced by Innovate Finance, the ScaleUp Institute and Deloitte, in collaboration with industry, investors and the recently [...]
UK savings rates halve since coronavirus lockdown August 17, 2020 Average savings rates in the UK have fallen for the fifth consecutive month, as the impact of coronavirus and subsequent base rate cuts hit returns. Since lockdown restrictions were imposed in March, average savings rates for easy access, notice accounts and their ISA equivalents have halved. Moneyfacts’ savings report shows all average saving rates are [...]
Market shock: how did investors react to the impact of Covid-19? August 17, 2020 | City Talk Coronavirus brought a decade-long US bull market to an end and sparked a sudden stock market collapse. A surprising proportion of investors responded by taking on more risk. Faced by of one of the biggest economic shocks in history it is little surprise that the vast majority of investors reacted by changing their portfolios. What [...]