Adviser Hub articles

Article-Grow-01-2019 Analysis & Opinion

Market View: Omicron: what it means for markets

Schroders’ experts set out six scenarios emerging from the new Covid-19 variant and assess the decisions investors now face.

Schroders 3rd Dec 2021

Article-Puzzle-01-2019 Analysis & Opinion

Why diversification and compounding are the keys to successful investing

Robert Donald, Chief Investment Officer, Helix, explains the benefits of diversification and compounding, and how a multi-strategy approach can help achieve both.

Schroders 25th Nov 2021

Article-Communications-02-2019 Partner Zone

How we see sustainability: the CEO and the ESG fund manager

How we see sustainability: Schroders Group Chief Executive Officer Peter Harrison and specialist ESG fund manager Katherine Davidson discuss sustainability from both a corporate leadership and an inve...

Schroders 24th Nov 2021

Article-Energy-Oil-01-2019 Partner Zone

Q&A: Why conventional energy companies still matter

Q&A: as global leaders gather to discuss the climate crisis, Schroders portfolio manager Mark Lacey tells us why conventional energy companies still have an important role to play

Schroders 8th Nov 2021

Article-Infrastructure-01-2019 Analysis & Opinion

Net zero and multi-asset: what the transition means for portfolios

With the transition to net zero front of people's minds ahead of next week's COP26 meeting, Schroders analyses its overall portfolio implications.

Schroders 29th Oct 2021

Article-Infrastructure-01-2019 Partner Zone

Five reasons why energy transition stocks will likely weather the inflation storm

Five reasons why energy transition stocks can weather the inflation storm: although energy transition equities face near-term challenges, the long-term opportunity remains unchanged and continues to s...

Schroders 25th Oct 2021

Article-Chart-04-2019 Analysis & Opinion

Market View: Which stock markets look cheap?

Schroders’ Duncan Lamont, CFA, Head of Research and Analytics, takes a whistle stop tour around the world's major equity markets to see which - if any - offer the best value

Schroders 21st Oct 2021

Article-Europe-01-2019 Analysis & Opinion

Market View: Four trends in eurozone equities that may surprise you

The eurozone’s increasingly diversified sector mix warrants investor reappraisal, says Schroders’ Sean Markowicz, CFA – Strategist, Research and Analytics.

Schroders 14th Oct 2021

602212_MyStoryDarlingIngredients_SocialCards_VideoGrabs_0012_Layer 6 VIDEO

Schroders | The company using agricultural waste to power your car

In the latest in our MyStory series, fund manager Bob Kaynor introduces Darling Ingredients, the company turning animal fats into biodiesel.

Schroders 6th Oct 2021

Article-balance-01-2019 Analysis & Opinion

50 years of real estate – 5 lessons learned

A lot has changed in half a century of real estate investing but Sophie Van Oosterom, Schroders Global Head of Real Estate, finds one thing has remained constant: flexibility is absolutely crucial.

Schroders 10th Sep 2021

Schroders_MyStory_KateRogers VIDEO

Schroders | Schroders on measuring the impacts that will benefit investors and their grandchildren

In the latest in the MyStory series, Kate Rogers, Head of Sustainability – Wealth, explains how measuring companies’ impacts could help protect profits and the planet.

Schroders 3rd Aug 2021

CS3113_SC_MyStory1June21 VIDEO

Schroders | The largest company you’ve never heard of that’s helping you use less plastic

In the MyStory series of stories beyond profit, fund manager Katherine Davidson shares how Bunzl is tackling plastic waste.

Schroders 1st Jun 2021

SchrodersGlobC11Mar21 VIDEO

Schroders | Global Cities: Volatility and opportunity

Tom Walker, reflects on the volatility at the start of the year and how this has played out in the Real Estate sector.

Schroders 11th Mar 2021

SchrodersGlobupdateNov20 VIDEO

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...

Schroders 25th Nov 2020

Article-America-02-2019-1 Magazine

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...

Schroders 30th Oct 2020

Schroders8Aug20 VIDEO

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.

Schroders 8th Sep 2020

SchrodersTWalker18Jun20-1 VIDEO

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.

Schroders 18th Jun 2020

SchrodersGlobal17Mar20 VIDEO

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

Schroders 17th Mar 2020

Schroders20Jan20TWalker VIDEO

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.

Schroders 20th Jan 2020

Schroders28Nov19 VIDEO

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...

Schroders 28th Nov 2019

Article-Infrastructure-01-2019 Magazine

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...

Schroders 20th Nov 2019

GlobalCities3Aug19 VIDEO

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.

Schroders 14th Aug 2019

EuroAlphaFundQurterAug19 VIDEO

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 14th Aug 2019

EuroAlphaFundAug19 VIDEO

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 14th Aug 2019

SchroderMLacey30Jul19 VIDEO

Schroders | Three themes driving energy transition

Mark Lacey, Head of Commodities, reveals three drivers behind the energy sector’s transition to renewables

Schroders 30th Jul 2019

SchrodersGillianHepburn4June19 VIDEO

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.

Schroders 4th Jun 2019

SchroderTWalker15Apr19 VIDEO

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...

Schroders 15th Apr 2019

SchrodersJSym_20Mar19 VIDEO

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...

Schroders 20th Mar 2019

SchrodersTWalker20Mar19 VIDEO

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 20th Mar 2019

Schroders27Feb19JSym VIDEO

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.

Schroders 27th Feb 2019

Schroders27FebTWalker VIDEO

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 27th Feb 2019

SchrodersHugoM18Jan19 VIDEO

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.

Schroders 18th Jan 2019

SchrodersHugo16Jan19 VIDEO

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.

Schroders 16th Jan 2019

SchrodersJames16Jan19 VIDEO

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 16th Jan 2019

SchrodersJSymEuroEquities16Jan19 VIDEO

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.

Schroders 16th Jan 2019

AH-vidarticle-Schroders20Nov18 Market Updates

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.

Schroders 28th Nov 2018

SchrodersGlobal13Nov18 VIDEO

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.

Schroders 13th Nov 2018

SchrodersEAlpha13Nov18 VIDEO

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 13th Nov 2018

Screenshot 2018-10-30 at 10.09.26 VIDEO

Schroders | 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.

Schroders 25th Oct 2018

Schroders18Oct18 VIDEO

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.

Schroders 18th Oct 2018

Schroders11Oct18 VIDEO

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.

Schroders 11th Oct 2018

TomWalker_Oct18 VIDEO

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.

Schroders 1st Oct 2018

JamesSym_Oct18 VIDEO

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.

Schroders 1st Oct 2018

AH-VOTWCrd-Schroders14Aug18 Market Updates

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...

Schroders 22nd Aug 2018

SchrodersTomWalker21Aug18 VIDEO

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.

Schroders 21st Aug 2018

SchrodersJamesSyms21Aug18 VIDEO

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.

Schroders 21st Aug 2018

Article-Chart-PZ-01 Partner Zone

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...

Schroders 17th Aug 2018

Schroders_KWade13Aug18 VIDEO

Schroders | 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...

Schroders 13th Aug 2018

Schroders17Jul18 VIDEO

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.

Schroders 17th Jul 2018

Schroders12Jul18 VIDEO

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.

Schroders 12th Jul 2018

SchrodersJames20June18 VIDEO

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.

Schroders 20th Jun 2018

SchrodersHugo20June18 VIDEO

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 20th Jun 2018

TomWalkerSchrodersMay18 VIDEO

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.

Schroders 1st Jun 2018

Schroders_JamesSymMay18 VIDEO

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.

Schroders 23rd May 2018

AH-vidarticle-Schroders24Apr18 Market Updates

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. Watch here

Schroders 25th Apr 2018

Schroders23Apr VIDEO

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.

Schroders 23rd Apr 2018

SchrodersEuroIncomeFundFeb18 VIDEO

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.

Schroders 19th Mar 2018

Schroders_TomWalker_GlobalCities_05-03-18 VIDEO

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...

Schroders 7th Mar 2018

Article-Chart-03-PZ Partner Zone

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...

Schroders 19th Feb 2018

EuroFund-Screen Shot14-02-2018 VIDEO

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.

Schroders 16th Feb 2018

Schroders-60sTom_Walker-2018_02_08 v2spanishGlobalRealEstateSecurities-Screenshot VIDEO

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.

Schroders 12th Feb 2018

SchrodersGlobalCitiesRealEstateJan18-Screenshot VIDEO

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 12th Feb 2018

Schroders_EuropeanAlphaIncome VIDEO

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.

Schroders 24th Jan 2018

Article-Partner-Direction-01 Partner Zone

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?...

Schroders 16th Jan 2018

60-seconds-on-the-case-for-goldexposureMarkLacey Market Updates

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.

Schroders 29th Nov 2017

Article-Puzzle-AO-01_1 Market Updates

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. Wage...

Schroders 8th Aug 2017

Article-Robots-AO-03_1 Market Updates

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...

Schroders 18th Jul 2017

Schroders-60secHugo VIDEO

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.

Schroders 11th Jul 2017

Article-Charts-AO-05_1 Market Updates

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...

Schroders 20th Jun 2017

Article-Charts-AO-05_1 Market Updates

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. ...

Schroders 25th May 2017

Article-Cities-America-AO-01_1 Market Updates

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....

Schroders 2nd May 2017

Schroders-60sec-AbdallahGuezour VIDEO

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...

Schroders 25th Apr 2017

Schroders-KeithWade VIDEO

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.

Schroders 14th Mar 2017

Schroders-60sec-TomWalker VIDEO

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.

Schroders 7th Mar 2017

Schroders-60sec-TomWalker VIDEO

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 7th Mar 2017

Schroders-60Sec-AlexTedder VIDEO

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.

Schroders 27th Feb 2017

Schroders60secMarcus VIDEO

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 27th Feb 2017

Schroders-60sec-DuncanOwen-RealEstate VIDEO

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.

Schroders 10th Feb 2017

Schroders60SecRoryBateman VIDEO

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.

Schroders 26th Jan 2017

Schroders-60sec-JamesSym VIDEO

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.

Schroders 22nd Nov 2016

Schroders-60sec-keithwade VIDEO

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.

Schroders 15th Nov 2016

Schroders-60secTomWalker VIDEO

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.

Schroders 1st Nov 2016

Schroders-60sec-NickKirrage VIDEO

Schroders | 60 seconds with Nick Kirrage on where to find value

Where are the value opportunities in equities today? Nick Kirrage explains.

Schroders 27th Oct 2016

Schroders60secMarcus VIDEO

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.

Schroders 24th Oct 2016

Schroders_LondonGlobalCity VIDEO

Schroders | Why London is a Global City

This film for Schroders looks at factors that make London a global city within a changing world.

Schroders 11th Oct 2016

79-GreenFlags-ARTICLE Market Updates

Green flags

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 The...

Schroders 15th Sep 2016

Article-Charts-AO-03_1 Market Updates

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...

Schroders 14th Sep 2016

Market Updates

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...

Schroders 14th Sep 2016

Article-China-AO-01_1.jpg-3 Market Updates

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 14th Sep 2016

Schroders-60sec-keithwade VIDEO

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.

Schroders 13th Sep 2016

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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.

Schroders 6th Sep 2016

Schroders-SueNoffke VIDEO

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...

Schroders 24th Jun 2016

Schroders60secMarcus VIDEO

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 24th Jun 2016

Schroders-60sec-JennyJones VIDEO

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 24th Jun 2016

Schroders-60sec-PaulMarriage VIDEO

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,...

Schroders 23rd Jun 2016

Schroders-60sec-MattHudson VIDEO

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...

Schroders 22nd Jun 2016

Schroders-60sec-TomWalker VIDEO

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...

Schroders 21st Jun 2016

Schroders-60sec-jamesGautry VIDEO

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.

Schroders 20th Jun 2016

Schroders-AlexTedder VIDEO

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...

Schroders 27th May 2016

Schroders-NickKirrage VIDEO

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 27th May 2016

Schroders-KeithWade VIDEO

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 27th May 2016

Schroders_60sec_JamesBarrineau VIDEO

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...

Schroders 4th May 2016

Schroders60secMarcus VIDEO

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...

Schroders 13th Apr 2016

Schroders60Sec_-Johanna VIDEO

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...

Schroders 29th Mar 2016

Schroders60SecRajeev VIDEO

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...

Schroders 3rd Feb 2016

Schrosers60SecRajeev2 VIDEO

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 1st Feb 2016

Schrosers60AndrewCharlton VIDEO

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...

Schroders 1st Feb 2016

Schrosers60SecRajeev VIDEO

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...

Schroders 19th Jan 2016

Schrioders60sec VIDEO

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...

Schroders 14th Jan 2016

Schroders60SecForrest VIDEO

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...

Schroders 7th Dec 2015

Schroders60Sec VIDEO

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 7th Dec 2015

Schroders60SecRoryBateman VIDEO

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.

Schroders 4th Dec 2015

Schroders60SecAlex VIDEO

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 4th Dec 2015

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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...

Schroders 28th Oct 2015

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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...

Schroders 28th Sep 2015

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