EP 233: A Global Reset in Patterns of Market Behavior Lies Ahead

A new regime in financial policy and market behavior is unfolding and the patterns of the past decade are facing a period of adjustment. Schroders Asset Management believes this new regime will be driven by several themes, including decarbonization, deglobalization and demographic change. In today’s Episode Three of this Schroders and SFP series we’re going to zero in on the impact deglobalization and demographic change are having on sustainability-focused investment strategies. Our guests from Schroders include Angus Bauer, Head of Sustainable Investment Research and Lazaro Tiant, Sustainable Investment Analyst. Let's begin by identifying Schroders’ sustainability considerations related to deglobalization and demographic change. A new study, released today by Cornell University’s Global Labor Institute (GLI) and Schroders, reveals extreme heat and flooding are threatening key apparel production hubs. See the attachments tab for the link.