Schroders' Global Transformation Range

Explore the transformational opportunities that are shaping our lives today and beyond.

Invest today for tomorrow's world

Thematic investing offers investors the chance to both manage the challenges that these disruptive forces pose but also grasp the exciting opportunities that come with this transformation. The Schroders Global Transformation Range consists of eight thematic strategies that focus on powerful, long-term global trends that are creating the potential for a wealth of investment opportunities.

Global Climate Change

How will climate change affect investment decisions?

Global Cities

Demographic trends are putting cities at the heart of economic growth

Global Disruption

Disruptive forces are changing the way we consume, transact and live

Global Energy Transition

The importance of the energy transition is becoming increasingly clear

Healthcare Innovation

Healthcare innovation and lifestyle changes are contributing to longer, healthier lives

Smart Manufacturing

We are entering a new age of industrial renaissance

Changing Lifestyles

With cloud technology interconnecting the world, big changes are just around the corner

Sustainable Food and Water

Investing in food and water systems for a sustainable future

Digital Infrastructure

We live in an information economy where the use of data is the world’s biggest business

Global Climate Leaders

Recognising the foremost leaders in climate ambition

Global Climate Change

Climate change and the transition to a low-carbon world is the biggest challenge we face today. It will change societies, businesses and industries in the decades to come. But with change comes opportunities.

$20 trillion

Investment required over the next 10 years to meet the 2°C temperature rise target.
Source: UN, Schroders, as at July 2019

3.8 °C

Aggregate implied temperature rise according to Schroders' Climate Progress Dashboard

More about the strategy

Global Cities

With cities generating more than 80% of world GDP, they are the lifeblood of global economic growth. They attract the brightest talent, the best companies, the most sought-after real estate. Finding the winning cities of tomorrow could mean finding the winning investments for your portfolio.

6 million

The number of people expected to move into urban areas each month until 2050.
Source: Schroders, as at July 2019; UN Department of Economic and Social Affairs, 2018 Revision of World Urbanization Prospects.

68%

The proportion of the global population expected to live in cities by 2050.
Source: Schroders, as at July 2019; UN Department of Economic and Social Affairs, 2018 Revision of World Urbanization Prospects/

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Global Disruption

Disruption is all around us. It transforms the way we live, displaces existing markets, and pioneers new creations we didn't even know we needed. The game-changing companies that drive disruption represent a highly attractive long-term investment opportunity.

12 years

The expected average lifespan of a company in the S&P500 - compared to 60 years in 1950.
Source: Innosight, 2018 Corporate Longevity Forecast: Creative Destruction is Accelerating

3x in 30 years

Patent applications worldwide has tripled over the last 30 years.
Source: WIPO Statistics Database, September 2018.

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Global Energy Transition

$120 trillion of investment into renewable energy is required to reach climate targets by 2050. This combined with increasing consumer demand means that the clean energy transition is not only an opportunity but a necessity.

20% to 85%

The required increase in share of energy generated by renewables by 2050 to reduce carbon emissions.
Source: Schroders, IEA as at June 2019

No brainer

Renewable energy is becoming the cheapest form of power - making it the energy of choice for utilities, governments, and consumers globally.
Source: Lazard estimates, 2017.

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Healthcare Innovation

Rapid advances in science, healthy living and improved well-being has never been more in the spotlight. A new wave of innovation is transforming healthcare across its various strands. And the benefits are clear.

70%

70% of the aging process is determined by lifestyle / behaviour / environment.
Source: Institute for Health Metrics and Evaluation. Leading causes of death worldwide. 2016

+1 year every 10 years

Life expectancy is expected to increase by 1 year every 10 years.
Source: UN Statistics Division as at October 2019

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Smart Manufacturing

Innovation remains the driving force behind the world of manufacturing. New innovations are changing the way businesses design, engineer, sell and service products.

15 hours of downtime

A typical manufacturer loses 15 hours of downtime every week. In the automotive industry, this could costs a supplier almost $22,000 per minute of downtime.
Source: Schroders as at March 2020

2/3 to 3/4 of data unused

2/3 to 3/4 of enterprise level data is wasted. Software innovation and adoption is accelerating exponentially because this data can help predict when machines will fail.
Source: Schroders as at March 2020.

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Changing Lifestyles

Social media and global connectivity allows anyone to easily broadcast to the world with just a click of a button.

6.3 hours a day on digital media

Adults in the US spent 6.3 hours a day on digital media in 2018 compared to 2.7 hours in 2008.
Source: eMarketer via Meeker slides May 2018

3x faster growth

E-commerce is growing 3x faster than hypermarkets
Source: Danone as at February 2019

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Introduction to Schroders’ Global Transformation Range

Even before the coronavirus crisis disrupted our day-to-day life, the world had been transforming in some pretty fundamental ways.
View this webinar to hear how technological innovation, urbanisation, climate change and the transition to clean energy is re-shaping our lives and the planet as we know it.

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Schroder Investment Management North America Inc. (“SIMNA”) is an SEC registered investment adviser providing asset management products and services to clients in the US and Canada. Schroder Fund Advisors LLC (“SFA”) is a wholly-owned subsidiary of SIMNA Inc. and is registered as a limited purpose broker-dealer with FINRA and markets certain investment vehicles for which for which another Schroders entity is an investment adviser. SIMNA and SFA are wholly owned subsidiaries of Schroders plc.

Schroder Adveq, Schroder Secquaero and other Schroders private equity advisors have been rebranded as Schroders Capital. Schroders Capital will be the private markets investment division of Schroders plc. Schroders Capital US Inc. (“Schroders Capital US” or “Schroders Capital” herein) is registered as an investment adviser with the SEC. It provides asset management products and services to clients in the United States and Canada.

Schroder Secquaero (formerly Secquaero Advisors AG) is Zurich-based and provides non-discretionary advice to certain strategies, including Insurance-linked securities, marketed in North America.

Schroder Adveq and Schroder Secquaero, currently known as Schroders Capital, are wholly-owned subsidiary of Schroders plc. For more information, visit www.schroderscapital.com

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Schroders' Global Transformation Range

Explore the transformational opportunities that are shaping our lives today and beyond.

Invest today for tomorrow's world

Global Climate Change

Global Cities

Global Disruption

Global Energy Transition

Healthcare Innovation

Smart Manufacturing

Changing Lifestyles

Sustainable Food and Water

Digital Infrastructure

Global Climate Leaders

Global Climate Change

$20 trillion

3.8 °C

Global Cities

6 million

68%

Global Disruption

12 years

3x in 30 years

Global Energy Transition

20% to 85%

No brainer

Healthcare Innovation

70%

+1 year every 10 years

Smart Manufacturing

15 hours of downtime

2/3 to 3/4 of data unused

Changing Lifestyles

6.3 hours a day on digital media

3x faster growth

Introduction to Schroders’ Global Transformation Range

Related insights

Contact Schroders