The economics of AI and trade tariffs give investors pause for thought. Tech and tariffs trigger higher volatility Global equities remain close to all-time highs, but investors’ optimism is being tested. The first big surprise of the year came when a Chinese artificial intelligence (AI) company revealed that it had created a Large Language Model comparable […]
Category Archives: Insights
Schroders’ quarterly briefing on the economic impact of climate change, the energy transition and natural capital. Welcome to the quarterly Green Macro Newsletter, where we present recent news, internal and external research on topics covering the economic impact of climate change, green energy transition, and natural capital. In this newsletter we focus on recent developments […]
Trump’s aggressive use of tariff threats is rattling markets. Our economists consider the possible impact. Global shares fell on Monday 3 February and the dollar rose following news that the US planned to apply tariffs to goods from Mexico, Canada and China, starting from Tuesday 4 February. Later the same day, news emerged that the […]
We look at five key characteristics that have allowed businesses to achieve incredible success in the past – and will allow them to thrive for years to come. To listen to this article as an AI-generated podcast, click below. This recording was created in minutes using NotebookLM, an AI-assistant powered by Google’s Gemini 1.5 Pro […]
Fears about the adverse impact the Trump administration will have on the renewable energy sector in the US may be overstated. Key takeaways When assessing the impact that Donald Trump’s second term in office could have on the renewable energy sector, there are several key points, along with a few caveats, to bear in mind. […]
Peter Brend, third-generation director of family hotel business the Brend Collection, tells us why he still waits tables and how he is tackling the challenge of passing a business to his children. Apart from a stint as a fulltime athlete – becoming the sixth fastest 400-metre sprinter in the UK – Peter Brend has always […]
While the impact of DeepSeek’s innovative approach to AI is yet to be fully understood, highly concentrated markets had become vulnerable to a pullback. Stock markets suffered a sell-off on Monday 27 January as China’s DeepSeek claimed new advances in the field of artificial intelligence. DeepSeek says it has trained a generative AI chatbot at […]
Incumbent leaders and governments are being ousted in elections the world over. 2024 saw one of the biggest global power shifts in recent history, with more people voting than ever before. In a year of elections across the globe, there was one common thread: change. Sitting parties on both the left and right got bulldozed […]
More resilient portfolios are needed to tackle the challenges of rising bond yields and market concentration. In the middle of 2024, my mantra was “don’t overthink it”: positive nominal growth and interest rate cuts were supportive of equity markets, even against the backdrop of stretched valuations in the US. Moving into 2025, I maintain that […]
As President Trump begins his second stint in the White House, our investment experts consider the current state of the US economy and the stock and bond markets. With Donald Trump taking office, investors need to pay attention to which campaign trail promises become policy priorities. This will have implications for the economy, equities and […]