Schroders | Alexandra REIT: the landlord to the Life Sciences Industry
Hugo Machin, Fund Manager and Co-Head of Global Real Estate Securities, reflects on the challenges of October and also highlights one of the bright spots of the pandemic; landlord to the Life Sciences...
25th Nov 2020
Trump or Biden - should investors really care?
Politics can create short term noise. But if you can withstand the volatility, it’s best to sit on your hands and wait for it to pass, says Johanna Kyrklund, Chief Investment Officer and Global Head o...
30th Oct 2020
Schroders | Global Cities Update: Is Net Asset Value irrelevant?
Tom Walker, Fund Manager of Global Cities, discusses the relevance of net asset value when evaluating a company's performance.
8th Sep 2020
Schroders | What do Space X and Global Cities have in common? And what is the future for offices?
In the latest monthly fund update Tom Walker, Fund Manager of Global Cities, discusses the role of cities in a Covid 19 world and an outlook on the office sector.
18th Jun 2020
Schroders: Remaining calm in times of volatility: Schroder Global Cities Real Estate
Hugo Machin, Fund Manager of Global Cities, reviews how Coronavirus has impacted the market and what it means for the fund's portfolio
17th Mar 2020
Schroders | Global Cities Outlook 2020
Tom Walker, Fund Manager of Global Cities, reflects on a recent Alexandria Real Estate investor day which exemplifies some of the real estate approaches the portfolio looks to grow.
20th Jan 2020
Schroders | Why Global Cities remain resilient
Hugo Machin, Co-Head of Global Real Estate Securities, explains how, even in the face of challenging macro environments, the real estate market is still seeing consistent activity, especially in urban...
28th Nov 2019
Thematic Investment: What is thematic investing and why should investors care?
Thematic funds focus on powerful, long-term global trends that are transforming the world and creating a wealth of investment opportunities, says David Docherty, Schroders Investment Director, Themati...
20th Nov 2019
Schroders | How sustainable are cities?
Tom Walker, Co-Head of Global Real Estate Securities, discusses the ways in which cities are creating sustainable ways of living and reducing emissions that contribute to climate change.
14th Aug 2019
Schroders | European Alpha Focus Q2 2019 Update
Fund managers James Sym and James Rutland reflect on the second quarter of 2019 including the continued story of growth vs. value and how their portfolios focus more on value and cyclical exposure.
Schroders | Anticipating a regime change
James Sym, fund manager, discusses why the era of growth defensives and stock's success may be coming to an end.
Schroders | Three themes driving energy transition
Mark Lacey, Head of Commodities, reveals three drivers behind the energy sector’s transition to renewables
30th Jul 2019
Schroders | Drilling into the changing world of investment solutions
Gillian Hepburn, Intermediary Solutions Director at Schroders, explains how the world of investment solutions is shifting to focus on the needs of the individual investor.
4th Jun 2019
Schroders | When generalisations can be dangerous
Tom Walker, Co-Head of Global Real Estate Securities, covers the team's approach to the less popular subsector of retail and how the fund's retail holdings are maintaining relevance. Tom also discusse...
15th Apr 2019
Schroders | The morning after the night before: New opportunities in european equity
James Sym, Fund Manager, provides an overview of challenges encountered by companies during earning season, especially with cyclicals, ESG explorations being made in the portfolio, and some innovators...
20th Mar 2019
Schroders | Finding strength in Scandinavian cities
Tom Walker, Co-Head of Global Real Estate Securities, covers the team's recent research trip to Scandinavia to see two holdings in Stockholm and Oslo and how they are adapting to shifting urban popula...
Schroders | Best January for European equities since 1987
James Sym, Fund Manager, provides an overview of why markets are off to a positive start and shares an update on changes that have been made to the portfolio.
27th Feb 2019
Schroders | Don't believe the noise, focus on the fundamentals
Tom Walker, Co-Head of Global Real Estate Securities, uses an example of a stock in the portfolio to explore why it is beneficial to focus on the fundamentals.
Schroders | Cautious optimism on 2019 Real Estate outlook
Hugo Machin, Co-Head of Global Real Estate Securities, reviews market performance in 2018 and highlights the key message for Global Cities in 2019.
18th Jan 2019
Schroders | Outlook 2019 - Physical vs online retail: embracing disruption
Hugo Machin, Co-Head of Global Real Estate Securities, wraps up 2018, covering the challenges and fund performance over the year, and provides his outlook for 2019.
16th Jan 2019
Schroders | 2019 outlook: A tricky year ahead but with better buying opportunities
James Sym, Fund Manager, provides a summary of European markets in 2018 and explores the headwinds and opportunities that might arise in 2019.
Schroders | What next for European equities after a volatile 2018?
James Sym, Fund Manager, provides a review of European markets in 2018, an outlook for 2019 and explains how the portfolio will be positioned to benefit from the environment.
Video: How can investors prepare for the next market crash?
After a record bull run for some stock markets, Andrew Connell, Head of Portfolio Solutions, discusses how best investors might mitigate the risks of a potential crash.
28th Nov 2018
Schroders | Schroder Global Cities Real Estate - "Choppy waters, not full-on gale"
Hugo Machin, Co-Head of Global Real Estate Securities, explores why despite October being a challenging month, there are still a number of opportunities in the real estate market.
13th Nov 2018
Schroders | Schroder European Alpha funds - is this a buying opportunity?
James Sym, Fund Manager, explores the factors that have driven market performance over the past month and explains if this period is the start of something bigger in markets.
Schroders | How can investors prepare for the next market crash?
25th Oct 2018
Schroders | Schroder European Alpha funds - Inflation: check or fold?
James Sym, Fund Manager, explains why he believes inflation is coming back and how the portfolio is positioned to benefit from this environment.
18th Oct 2018
Schroders | Schroder Global Cities Real Estate: Is retail still a viable investment option?
Tom Walker, Co-Head of Global Real Estate Securities, provides a quarterly update on the real estate market, with a focus on why the team still holds some retail in the fund.
11th Oct 2018
Schroders | Schroder Global Cities Real Estate - Does an unaffordability puzzle exist?
In this video, Tom Walker, Co-Head of Global Real Estate Securities, provides some insight into one of the common issues facing young graduates in global cities.
1st Oct 2018
Schroders | Schroder European Alpha funds - Digitalization in the oil & gas industry
In this video, James Sym, Fund Manager, explores market performance over the past month and new trends in the oil and gas industry.
Video: Is the world economy slowing?
Global growth appears to be losing momentum in some regions, particularly in Asia and Europe. Keith Wade, Chief Economist & Strategist, examines the three factors that we believe to be driving the slo...
22nd Aug 2018
Schroders | Global Cities Real Estate - "House with no bills"?
In this video, Tom Walker, Co-Head of Global Real Estate Securities, provides some insight into one of the portfolio's core holding and how it fits into the Global Cities philosophy.
21st Aug 2018
Schroders | European Alpha funds - Beats vs misses
In this video, James Sym, Fund Manager, explains what happened to performance over the past month and explores the current opportunities in European markets.
Why investors should care about rising interest rates
The link between interest rates and company share prices may not be obvious but it certainly exists, which means investors need to pay attention to last week’s decision by the Bank of England to raise...
17th Aug 2018
Schroders | Is the world economy slowing?
13th Aug 2018
Schroders | Schroder Global Cities Real Estate: Social media 'wildfires' in China
In his latest video, Hugo Machin, Co-Head of Global Real Estate Securities, provides an overview of the real estate market in Q2 2018, including portfolio updates and team activities.
17th Jul 2018
Schroders | Are growth stocks now looking attractive in Europe?
James Sym, Fund Manager, explores what happened in European markets over the month and explains what opportunities are looking attractive in Europe.
12th Jul 2018
Schroders | European Alpha Income and Alpha Plus funds: Political headlines and market impacts
In his latest video, James Sym, Fund Manager, explores what happened in European markets over the month and provides an update on the portfolio.
20th Jun 2018
Schroders | Global Cities Real Estate: Are data centres the future of real estate investing?
In his latest video, Hugo Machin, Co-Head of Global Real Estate Securities, explores the real estate trends and market updates over the month.
Schroders | Location, Location, Technology
In this latest video, Tom Walker, Co-Head of Global Real Estate Securities, explores the current real estate trends and the impact of this on the Schroder Global Cities Real Estate Fund.
1st Jun 2018
Schroders | Who were the winners in Europe this earnings season?
James Sym, Fund Manager, provides an overview of European markets, covering the earnings season and headlines over April.
23rd May 2018
Video: What role does technology play in real estate?
Tom Walker, Co-Head of Global Real Estate Securities, explains the impact that data and technology can have on your real estate investments.
25th Apr 2018
Schroders | What role does technology play in real estate?
Tom Walker, Co-Head of Global Real Estate Securities, explains the impact that data and technology can have on your real estate investments.
23rd Apr 2018
Schroders | European Alpha Income and European Alpha Plus funds (February 2018)
James Sym, Fund Manager, provides an overview of European markets over the month and shares his new investment themes for 2018.
19th Mar 2018
Schroders | Global Cities Real Estate (covering February 2018)
Tom Walker, Co-Head of Global Real Estate Securities, provides an update on the Schroder Global Cities Real Estate Fund. He covers the real estate market, portfolio updates and outlook for the portfol...
7th Mar 2018
What has driven stockmarket returns and what will drive them in future?
When we look back over the past three years, investors have earned remarkably similar returns in local currency terms in very different parts of the world.
UK, eurozone, Japanese and emerging marke...
19th Feb 2018
Schroders | European Alpha Income and European Alpha Plus Funds (January 2018)
James Sym, Fund Manager, provides an update on how the European market has performed so far in 2018 and the impact the strong Euro has had on companies.
16th Feb 2018
Schroders | 60 seconds with Tom Walker
Tom Walker, Co-Head of Global Real Estate Securities, highlights investible cities around the world that have the potential to rise up the ranks of the Schroders Global Cities Index in 2018.
12th Feb 2018
Schroders | Global Cities Real Estate (covering January 2018)
Hugo Machin, Co-Head of Global Real Estate Securities, provides an update on the Schroder Global Cities Real Estate Fund. He covers the real estate market, stock updates and what the team has been up...
Schroders | European Alpha Income and European Alpha Plus Funds - December 2017
In his latest video, James Sym, Fund Manager, provides an overview of European markets over the year and shares his outlook for 2018.
24th Jan 2018
How I scored in the investIQ test – and what I learned
Fund manager and value blogger Nick Kirrage reveals his results in an investment IQ test designed to help investors understand their biases
What type of investor are you - optimistic, impulsive?...
16th Jan 2018
Schroders | 60 seconds on the case for gold exposure
Gold is under-owned but some exposure may be needed as inflation is building alongside other risks.
29th Nov 2017
TalkingEconomics: The UK wage puzzle continues
While employment is at a record high, wage growth remains anaemic. Azad Zangana, Senior European Economist and Strategist, says the Bank of England is likely to keep interest rates on hold.
8th Aug 2017
What does the "rise of the robots" mean for asset prices?
The world could be heading for a dystopian or booming future thanks to the incredible advances being made in automation. Schroders’ fixed income strategist Alice Leedale looks at the robot age a...
18th Jul 2017
Schroders | 60 seconds on investing in "brain cluster" cities
Seattle is a prime example of the type of city the real estate investment team at Schroders favours.
11th Jul 2017
Does low volatility mean a shock lies in store for investors?
The Vix ‘fear' index is near to record lows. We look at what has happened before when markets have been eerily calm. in store for investors? By Duncan Lamont, head of research and analytics...
20th Jun 2017
Which stockmarket sectors have performed best over two decades?
David Brett, an investment writer at Schroders, looks at which UK stockmarket sectors could have grown your money the most over the last 20 years, and what their valuations are telling us now. ...
25th May 2017
US GDP - better than the headline figure suggests
US GDP - better than the headline figure suggests
The latest data points to slowing momentum although the underlying picture seems more encouraging, says Keith Wade, Chief Economist at Schroders....
2nd May 2017
Schroders | 60 seconds on the top country picks in EMD
We believe that the era of easy monetary policy has probably come to an end, and this has serious implications for investors in bond markets globally. Within this context, the outlook for emerging mar...
25th Apr 2017
Schroders | 60 seconds on US growth and inflation in 2017
A strong US consumer means that US growth looks robust, but Keith Wade thinks rising inflation could pose a headwind towards the end of the year.
14th Mar 2017
Schroders | 60 seconds on LA's appeal for real estate investing
Tom Walker explains why Los Angeles is one of the most attractive cities in the US for real estate investing.
7th Mar 2017
Schroders | 60 seconds on Asia's strongest city for real estate investing
One city stands out when looking at the broad Asia-Pacific market, according to Tom Walker.
Schroders | 60 seconds with Alex Tedder on global equity opportunities in 2017
Alex Tedder explains how Donald Trump's policies could affect global stockmarkets in 2017.
27th Feb 2017
Schroders | 60 seconds with Marcus Brookes on 2017's challenges
In this video, Marcus Brookes looks back on what drove markets in 2016 and why next year could be different.
Schroders | 60 seconds with Duncan Owen on real estate's prospects in 2017
Duncan Owen looks at where the winning cities for real estate investors in Asia and Europe are likely to be.
10th Feb 2017
Schroders | 60 seconds with Rory Bateman on equity drivers in 2017
Rory Bateman highlights three key themes likely to drive European equity performance in the year ahead.
26th Jan 2017
Schroders | 60 seconds with James Sym on the end of the current investment cycle
James Sym discusses the areas of the stockmarket which can prosper and those which may suffer at this stage of the cycle.
22nd Nov 2016
Schroders | 60 seconds on Trump's potential economic impact
In this video, Keith Wade discusses some of the potential economic implications of Donald Trump's presidential election victory.
15th Nov 2016
Schroders | 60 seconds with Tom Walker on what makes a "global city"
Tom Walker reveals where he thinks is a great example of a true global city.
1st Nov 2016
Schroders | 60 seconds with Nick Kirrage on where to find value
Where are the value opportunities in equities today? Nick Kirrage explains.
27th Oct 2016
Schroders | 60 seconds with Marcus Brookes on Clinton versus Trump
In the US election there are two very different characters who will bring very different policies to the White House.
24th Oct 2016
Schroders | Why London is a Global City
This film for Schroders looks at factors that make London a global city within a changing world.
11th Oct 2016
Lloyds is on the cusp of reclaiming its place as a natural choice for income funds, believes Schroders’ UK equity fund manager and The Value Perspective blogger Nick Kirrage
15th Sep 2016
BoE still expects rate rises – just not yet
Azad Zangana, senior European economist at Schroders, comments on the latest Bank of England interest rate decision and Inflation Report
The Bank of England (BoE) maintained its key interest ra...
14th Sep 2016
Are the doom-mongers right about market risk?
China’s slowing economy and the weakening oil price have led some investors to believe bigger problems are brewing for financial markets but, while Gareth Isaac, a fixed income fund manager at...
Should global investors be quite so concerned about China?
Craig Botham, emerging markets economist at Schroders, argues that weakness in China’s equity markets does not point to weakness in the broader economy and the main risk China poses to the wor...
Schroders | 60 seconds with Keith Wade on cutting his global growth forecast
Keith Wade explains why the economics team has trimmed its forecast for global growth this year.
13th Sep 2016
Schroders | What makes a global city?
This film for Schroders looks at factors that make a global city and how not all will win in the battle for attention.
6th Sep 2016
Schroders | 60 seconds with Sue Noffke on market impact of Brexit vote
It’s a shock for markets – the result was not one that was anticipated. We’ll see an unwind of the rises we’ve seen in markets in the past five days and some more. What it means in terms of economies...
24th Jun 2016
Schroders | 60 seconds with Marcus Brookes on opportunities after Brexit sell-off
So the UK has voted to leave the EU today which was a bit of a shock to financial markets. We just spent the last week or so seeing a very nice rally in risk assets, particularly in Europe and the UK...
Schroders | 60 seconds with James Sym on value opportunities in Europe
Within European equities I would say that the best opportunities over the next 12-18 months are clearly, I think, going to be in the value end of the market.
Schroders | 60 seconds with Jenny Jones on small-cap tech
I’m finding some mispriced growth opportunities within technology which is very tough right now because a lot of areas of technology are commoditising.
Schroders | 60 seconds with Paul Marriage on the outlook for small caps
The outlook for small caps at the moment is really dominated by the UK referendum – there’s no big surprise there. There is not much of a bromance between UK small cap - the riskiest end of equities,...
23rd Jun 2016
Schroders | 60 seconds with Matt Hudson on the recent rotation in UK equities
It’s been a fascinating time to be a UK equities investor. For the first quarter in many we have seen a complete rotation in what is driving the market. Having been in a period when growth, growth def...
22nd Jun 2016
Schroders | 60 seconds with Tom Walker on the importance of GDP growth in real estate investing
Whether you are running a global real estate fund, a UK real estate or even a European real estate fund, the one key ingredient you have got to find is GDP growth. Without economic growth you are not...
21st Jun 2016
Schroders | 60 seconds on Microsoft's LinkedIn link-up
James Gautrey, Portfolio Manager and Global Sector Specialist (Technology) looks at Microsoft's recent accusition of LinkedIn.
20th Jun 2016
Schroders | 60 seconds on US equity opportunities
There is a lot of uncertainty globally in equity markets currently and the US is no exception, and of course the forthcoming election is not helping matters. Nevertheless we are somewhat constructive...
27th May 2016
Schroders | 60 seconds on the hunt for value in UK dividends
As the demand for UK dividends grows we look at why investors need to be brave in order to generate income higher than the market average.
Schroders | 60 seconds on why cracks remain in the global growth outlook
It has been a gloomy start to 2016 for the global economy, and while the outlook over the next two quarters is set to improve, longer-term conditions are likely to remain tough.
Schroders | 60 seconds with James Barrineau on Brazil
Brazilian assets have recovered strongly on the back of a perception that Dilma Rousseff, the president, will be impeached. It now in fact looks like she will be impeached, with the vice president tak...
4th May 2016
Schroders | 60 seconds with Marcus Brookes on the inflation conundrum facing investors
When we characterise the current economic recovery, that started in 2009, one of the things that we would point to – relative to other recoveries from other recessions – is that growth has been relati...
13th Apr 2016
Schroders | 60 seconds with Johanna Kyrklund on QE "fatigue"
In recent years markets have been dominated by two key trends. On the one hand, extensive quantitative easing by the central banks have inflated the prices of many assets, and then on the other hand t...
29th Mar 2016
Schroders | 60 seconds with Rajeev De Mello on the China conundrum
Well, China has been slowing down and we’ve seen this decline in the growth rate over the last couple of years. There’s a lot of concern right now in markets about how far that will go, and at what ra...
3rd Feb 2016
Schroders | 60 seconds with Andy Chorlton on the outlook for US bonds
The outlook for 2016 in US fixed income – well, it’s certainly going to be an interesting year. When we look at the Fed and the market’s expectations for what the Fed might do in 2016, it looks a litt...
1st Feb 2016
Schroders | 60 seconds with Rajeev De Mello on the Fed and emerging markets
The Fed’s lift-off and increases in interest rates is something which investors have been very worried about over the last couple of years. When you look back over the last 30 years, every time the Fe...
Schroders | 60 seconds with Rajeev De Mello on the impact of oil prices for Asia
Rajeev De Mello, Head of Asian Fixed Income, discusses the recent falls in oil prices and what this means for Asia: - Oil price falls have been very dramatic, and there is some concern from investors...
19th Jan 2016
Schroders | 60 seconds with Craig Botham on China
Emerging Markets Economist, Craig Botham, talks about recent volatility in the Chinese market, what this means for the currency and how it could impact the world economy: - The year has started poorly...
14th Jan 2016
Schroders | Multi-Asset 2016 outlook with Aymeric Forest
2015 has been a challenging year for asset prices; however, following large swings in government bond yields and the recent stockmarket sell-off, many income sources are offering attractive yields aga...
7th Dec 2015
Schroders | Global Bonds 2016 outlook with Gareth Isaac
While the outlook for the global economy is positive in 2016 the expectation is that bond markets will remain challenging.
Schroders | European Equities 2016 outlook with Rory Bateman
Earnings recovery should support further stockmarket gains in 2016. Careful stockpicking will be needed as correlations within markets are likely to unwind.
4th Dec 2015
Schroders | Global Equities 2016 outlook with Alex Tedder
While the macroeconomic outlook looks uncertain for global equities, Alex Tedder, Head of Global Equities, finds reasons to be bullish over individual companies, particularly those that specialise in...
Schroders | 60 seconds with Marcus Brookes on the potential for a December rate rise
Marcus Brookes, Head of Multi-Manager at Schroders, discusses the Federal Reserve (Fed)’s decision to leave US interest rates at 0.25%, despite a notable improvement in the economy: - The market had g...
28th Oct 2015
Schroders | 60 seconds with Andrew Rose on volatility hitting Japanese equities
2015 has been a good year for investors in the Japanese stockmarket, but in this video fund manager Andrew Rose looks at whether the recent volatility in global markets might signal the end of the ral...
28th Sep 2015
Tue, 2nd, Feb
Sign up to our Hub News E-Newsletter