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21 May 2025
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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.
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.
This Schroders guide explains the role private assets can play in portfolios, the key considerations before investing, and the options available to investors.
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.
Investors have found plenty to worry about in recent newspaper headlines, creating a complex environment to negotiate. Being able to cut through the noise, and focus on what’s most material for markets, is essential.
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.
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.
Fixed Income Outlook 2024 - Bonds suffered a rapid repricing in 2022 and 2023, but according to Schroder's Head of Fixed Income Stuart Dear, yields are now the best they’ve been in a decade.
Multi-Asset Outlook 2024 - Investors are looking for good news in 2024. Schroder Australia’s Head of Multi-Asset Sebastian Mullins identifies the corners of the market where he’s found it in this two-part series.
Private debt investors have recently benefited from the rising rate environment in the form of higher returns both from base rates, together with an adjustment to credit margins reflecting the current more challenging macroeconomic environment.
Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?
Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.
While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.
Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.