As we approach our next Masterclass, speakers Doug Abbott, Head of UK Wealth, Client Group, Schroders plc and Keith Wade, Chief Economist, Schroders plc, explain how the three “Ds” of decarbonisation, demographics and deglobalisation bring new challenges to the investment landscape, but may also bring opportunities and understanding these trends is key for journalists covering what comes next.

Can you give a quick overview of what your Masterclass session will cover?

“The 3D Reset” refers to the three “Ds” of decarbonisation, demographics and deglobalisation. We believe these ongoing trends have had and will continue to have massive long-term implications for the global economy. Taken together, the 3Ds are reshaping the investment landscape. Understanding the three Ds - how they affect the global economy, what that means for market volatility, and how active investors should be allocating their assets - might be the key to deciphering what comes next and where the opportunities are.”

What are the challenges surrounding your topic you would like journalists to help their readers understand? How will you be discussing this at the Masterclass?

•    Deglobalisation
The Covid-19 pandemic and rising geopolitical tensions have heralded a new era where greater supply chain resilience and security is a priority. These winds have and may continue to encourage greater nearshoring of key sectors, such as manufacturing, which in turn could have implications across a wide range of sectors and asset classes.

•    Decarbonisation
As countries around the world accelerate their response to climate change, we are in the midst of a transition from an overwhelming reliance on fossil fuels to greener energy sources. This energy transition will be expensive and drive inflationary tendencies, particularly given the amount of investment needed to bring innovation to scale.

•    Demographics
Changing demographics - specifically a predicted slowing of global population growth - will have a huge impact on inflation and economic growth as employers face pressure to compete for a tighter talent pool and maximize the efficiency of its existing workforce. Companies will also look to invest in productivity-boosting technology to protect profit margins, likely hastening the more widespread adoption of robotics and artificial intelligence.

Any general tips for money writers covering your sector?

The 3D Reset brings new challenges, but for active and attuned investors, it may also bring opportunities. Without a crystal ball, the future remains blurry, but it can become clearer when money writers/journalists see in the world through the 3D lense.

What would you like to change about how journalists cover your area of expertise?

Tell us about the big stories in your sector in the past few months. Could these be rolling stories? (e.g. any recent initiatives/reports/ legislation you will be covering in your presentation)

Schroders Institutional Investor Study 2023 - Schroders Press Release
Schroders marks sustainability milestone with leading impact industry verification
Schroders receives approval to launch first Long-Term Asset Fund

Finally, why is it important for journalists to have access to initiatives such as Headlinemoney Masterclasses?

Headlinemoney is an excellent one stop destination for investment management industry initiatives, and brings together all the industry stakeholders.

Doug Abbott, Head of UK Wealth, Client Group, Schroders plc and Keith Wade, Chief Economist, Schroders plc will be speaking at the upcoming Headlinemoney Masterclass on 31 October 2023, along with three other financial services experts giving succinct overviews of their sectors for financial journalists. Find out more and book a place.