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Articles tagged: Schroders

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

Analysis & Opinion

The Week: Reasons to be cheerful 2019

2018 hasn’t been a classic year in markets, here are a number of reasons why investors can look forward to 2019 with more enthusiasm.

Adviser Hub 20th Dec 2018

Analysis & Opinion

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

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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

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Schroder Asian Income: Square Mile Talking Factsheet

A seasoned Asian equity investor with a sensible investment approach.

Square Mile Research 6th Nov 2018

Analysis & Opinion

Chancellor's treats

The Chancellor hands out short-term Halloween treats for government departments, but the spectre of Brexit still looms large, says Schroders Senior European Economist, Azad Zangana

Adviser Hub 30th Oct 2018

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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

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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

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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

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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

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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

Analysis & Opinion

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

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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

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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

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

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Schroders | Is the world economy slowing?

Schroders 13th Aug 2018

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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

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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

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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

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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

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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

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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

Analysis & Opinion

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

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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

Schroders_TomWalker_GlobalCities_05-03-18

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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

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

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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

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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

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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

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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

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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 24th Jun 2016

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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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