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Schroders

Ten stockmarket themes for 2025 and beyond

Schroders' QEP investment team considers some of the potential beneficiaries of a change in market leadership should the giant US technology stocks struggle to extend their outperformance.

Schroders Equity Lens: your go-to guide to global equity markets

US equities’ returns have exceeded 20% in five of the past six years, leaving others in their wake, but can this continue? Duncan Lamont looks back and to the future of US stock market performance.

Allocating to private assets: an essential guide

This Schroders guide explains the role private assets can play in portfolios, the key considerations before investing, and the options available to investors.

Global Investor Insights Survey 2024

This year’s Global Investor Insights Survey from Schroders highlights the broad range of factors that are shaping investment decisions today, from political and macroeconomic risks to the continued appeal of global and thematic equities and private markets.

Why Australia has missed out on the “small cap effect”

The "small cap effect" suggests smaller companies offer higher risk-adjusted returns, but in the Australian market, small caps haven't matched these expectations, and investing broadly across the ASX may be better.

David beats Goliath: A story of private equity

In this piece, Schroders looks at the 'liquidity problem' facing large superannuation and private equity funds, and highlights the performance they’re missing out on in the small and middle markets.

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Investment strategies

Finding income in an income-starved world

With term deposit rates falling, bonds holding up but with risks attached, and stocks yielding comparatively paltry sums, finding decent income is becoming harder. Here’s a guide to the best places to hunt for yield.

Economy

Fearful politicians put finances at risk

A tearful Treasury chief, a backbench rebellion, and crashing bonds. What just happened in the UK and why could Australia’s NDIS be headed for the same brutal fiscal reality?

Shares

Investing at market peaks: The surprising truth

Many investors are hesitant to buy into a market that feels like it’s already climbed too far, too fast. But what does nearly a century of market history suggest about investing at peaks?

Shares

Chinese steel - building a Sydney Harbour Bridge every 10 minutes

China's steel production, equivalent to building one Sydney Harbour Bridge every 10 minutes, has driven Australia's economic growth. With China's slowdown, what does this mean for Australia's economy and investments?

Investment strategies

Will stablecoins change the way we pay for things?

Stablecoins have been hyped as a gamechanger for the payments industry. But while they could find success in certain niches, a broader upheaval of Visa and Mastercard's payments dominance looks unlikely.

Infrastructure

An investing theme you can bet on for the next 30 years

Investors view infrastructure as a defensive asset class rather than one with compelling growth prospects. These five tailwinds for demand over the coming decades suggest that such a stance could be mistaken.

Investment strategies

A letter to my younger self: investing through today's chaos

We are trading through one of history's most confounding market environments. One day, financial headlines warn of doomsday scenarios. The next, they celebrate a new golden age. How can investors keep a clear head?

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