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13 July 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.
Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.
You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.
The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.
The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.
Business investment and per capita GDP have languished over the past decade and the Labor Government is conducting inquiries to find out why. Franking credits should be part of the debate about our stalling economy.
With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains.