For investors trying to get a handle on what’s happening in the global economy, confusion and uncertainty seem to reign. My guest today, Marina Severinovsky, Head of Sustainability, North America for Schroders Asset Management, brings a new perspective in today’s podcast. Schroders believes that markets are currently experiencing more than a typical cyclical turning point. In fact, we’re looking at a global reset where patterns of the past decade will face a period of adjustment. What does this mean for investors and asset managers? Severinovsky and I talk about how a new regime in policy and market behavior is unfolding, driven by global themes like decarbonization, deglobalization, and demographic change, all of which investors need to understand if they are to find the best opportunities and safeguard their portfolios. Tune in to the program to find out why the Schroders team believes Sustainability will be key to navigating this new era.
See the BrightTalk Attachments tab for additional Schroders research on Regime Shift topics for investors.