The Global Macro & Asset Allocation team led by Henry McVey recently published its Outlook for 2025: Glass Still Half Full sharing our comprehensive views on the macro and geopolitical backdrop and
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Please remember that the value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested or may even
To facilitate legibility, the language forms male, female and diverse (m/f/d) are not used simultaneously in this text. All references to persons apply equally to all genders. Schroder Investment Management (Switzerland) AG
Here are five ways to create an ecosystem of innovation and responsibility that endures well beyond your own tenure. By Eric Edwards, MD, PhD As the CEO of Phlow Corp., one of
The Complex Effects of a Trade War The policy conundrums that have dominated headlines aren’t going away soon. In particular, the Trump administration’s on-again, off-again approach to tariffs has left import-dependent US
As stocks dip, bonds are stepping up. Since mid-January, a new political regime in Washington has shaken the geopolitical landscape and global markets. In this volatile environment, bonds have performed well, resuming
The Complex Effects of a Trade War The policy conundrums that have dominated headlines aren’t going away soon. In particular, the Trump administration’s on-again, off-again approach to tariffs has left import-dependent US
To facilitate legibility, the language forms male, female and diverse (m/f/d) are not used simultaneously in this text. All references to persons apply equally to all genders. Schroder Investment Management (Switzerland) AG
Earnings Have Exceeded Expectations The macro data is also supportive. Cyclical data is holding up better than expected, and GDP growth could benefit from plans to boost defense spending across Europe. Earnings
As we see it, it’s impossible to quantify a level of risk premium that would reflect the changes we expect in the post-WWII geopolitical regime. However, this shift does suggest to us