Private market valuations are inherently different to those for publicly-traded assets and reflect a longer-term outlook, which helps to explain the potential for these assets to enhance returns and lower risks for investors.

Increased volatility in traditional portfolios has prompted investors to explore alternative strategies. Schroders asks: could trend following be an answer?

Schroders’ Alex Tedder and Tom Wilson consider equity return opportunities in the coming year, exploring the sectors, countries and themes they’re focused on as the market environment evolves.

Schroders’ fixed income experts examine the outlook for bonds, credit, and emerging market debt in 2025 and give insights into attractive income opportunities enhancing portfolio resilience through diversification.

The economic backdrop is still conducive for returns, but diversification will be essential for building resilient portfolios.

Discover why private assets can be a great fit for private investors' portfolios.

Schroders' Senior US Economist George Brown and Head of Multi-Asset, Americas, Adam Farstrup explain how investors can navigate the new policy landscape. 

Schroders’ Simon Adler discusses global equities from his perspective as a value investor – including the importance of maintaining style discipline. This article was originally published to Investment Week as part of its Global Equity series.

Schroders explains the role private assets can play in portfolios, the key considerations before investing, and the options available to investors.

This year’s survey by Schroders reveals how wealth advisers are adapting to an evolving landscape, with insights on sentiment, private markets, AI, and intergenerational wealth transfer

Markets have responded to Donald Trump's election victory by anticipating pro-growth policies and higher inflation. Schroders' experts share their longer-term views on the implications of his return to office.

Schroders' experts analyse Rachel Reeves' Budget speech and explain what the Government's plans mean for investors in UK equities, gilts and the wider UK economy.

Governments globally are wrestling with how to finance their spending needs. Schroders delives into OECD data and uncover some notable findings about taxes around the world.

Despite technology stocks dominating returns in 2023, the market has now broadened out and investors could be missing out on other overlooked opportunities, says Schroders.

Diverging monetary policy between the US and Japan and uncertainty around internal politics have driven volatility in Japanese equities, but what’s the long-term outlook?

Schroders’ Global Investor Insights Survey uncovers the political and economic themes that are top of mind for investors globally.

Schroders’ flagship Global Investor Insights Survey 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.

Despite the recent rally, uncertainty around the beta case for China may persist. Either way, Schroders believes that the opportunity to generate alpha in China remains higher than in other markets.

Although the market response has so far been relatively muted, Schroders believes a rise in the oil price could impact inflation and lead to higher interest rates

The Labour Party’s manifesto commitments will make it tricky for Rachel Reeves to fix the public finances in her first Budget – Schroders sets out the options at her disposal.

Given uncertainty about where the ‘neutral’ rate of interest lies, Schroders believes an aggressive rate-cutting cycle could reignite the dying inflationary embers.

With investment markets shifting and US interest rates falling, what does this mean for structural trends?

Navigating the corporate bond market in times of tight spreads can be tricky. Schroders shows that, for long-term investors, keeping a strategic perspective potentially trumps more tactical views on the best entry point.

Schroders looks at Trump and Harris' routes to power and what that could mean for markets, the economy and the Fed.

Schroders' Rob Starkey discusses simple, effective risk management in retirement investing, highlighting annuities and the bucket approach for stability.

Much more decisive policy action is required if China is to start beating growth expectations again.

Increased market breadth and volatility against a resilient economic backdrop should create opportunities for active fund managers, says Schroders.

Investors have recently questioned the role of bonds in portfolios as inflation increased and equity-bond correlations rose. However, with inflation coming under control, are bonds set to return?

Schroders examines the data showing the perils of chasing past stock market winners.

Despite the apparent breakdown in the precious metal’s negative relationship with real yields, its diversification benefits remain persuasive, says Schroders.

Fed Chair Jay Powell confirmed the “time has come” for policy easing – his remarks have meant markets continue to price in a substantial number of rate cuts which Schroders believes are excessive.

The Asian equity opportunity set is diverse enough for the managers of Schroder Asian Total Return to view it as four separate regions rolled into one.

How do you define an emerging market? Why is South Korea deemed an emerging market, but Vietnam is not? Schroders examines how MSCI classifies frontier and emerging markets.

Four bite-sized pieces of research showing investors are best served not making decisions in the heat of the moment.

Three types of bear are at large in volatile stock markets – for one group, at least, the tumult has brought some benefit.

Amid heightened stock market volatility, Schroders’ investment experts share their views on what’s driving the falls, the outlook for the US economy, and the implications for equity investors.

A second term for Donald Trump could help maintain double-digit earnings growth and serve as a positive driver for the US stock market.

Schroders examines which stock market sectors and styles typically do well after the first interest rate cut.

A Trump victory would likely provide a bigger boost to the US economy, benefiting emerging market economic growth more than a Harris presidency.

Investors are finally earning attractive levels of income; however, today’s market presents challenges and complexities that call for a thoughtful approach to building portfolios and navigating the current environment.

A new Democratic challenger could reshape the narrative around the race, but Trump remains favourite for a return to the White House, which would have far-reaching implications for the US economy.

The most recent Schroders Adviser survey delivered a few surprises as well as some welcome signs that green shoots are emerging.

A secure majority government should reduce political instability for the nation, helping companies and investors to anticipate policy.

Johanna Kyrklund discusses the importance of focusing on fundamentals, Nils Rode provides his latest views on private markets and Andy Howard reflects on changes in sentiment towards sustainable investing.

Rt. Hon. William Hague joins Schroders to discuss what's really happening behind closed doors when policy makers and business leaders meet to discuss tackling the global forces shaping the world.

Schroders explores how geopolitics are impacting the global economy and examine the implications for markets.

Like Mr. Topsy-Turvy from the best-selling Mr Men books, the UK equity market has been performing in a funny sort of way.

Schroders assesses the economic implications as populist parties look set to take more control of political agendas in Europe.

Shifts in geopolitical and fiscal trends set the scene for sustained demand for gold, and Schroders believes that gold miners may be poised for a major recovery.

Schroders’ CONTEXT research model offers a consistent and robust approach for assessing environmental, social and governance issues.

Schroders believes investors may need to reassess how they position their portfolios if inflation falls back as expected over the course of this year and next.

Schroders considers the wider macroeconomic and investment backdrop as the country heads to the polls.

Recent research conducted by Schroders and Ad Lucem has identified four disconnects between advisers and their female clients – why does this matter, and how easily can it be rectified?

As the recruitment of Jurgen Klopp as Liverpool manager nine years ago neatly illustrates, a period of underachievement can mask significant potential for future success – and Schroders thinks the same goes for investing.

If it pays to be greedy when others are fearful, then now may be time to consider increasing exposure to UK shares, says Schroders.

Arguably the most significant impact of rising interest rates is an end to the era of unlimited free money – and those who misallocated capital over the last decade are beginning to understand what that means.

The increased popularity of standalone China allocations, and the launch of emerging markets ex-China strategies, has amplified the debate over how to allocate to Chinese equities. Schroders assesses the key considerations.

Schroders explains how deforestation poses risks both to investments and to the likelihood of achieving global climate goals.

Andy Howard, Global Head of Sustainable Investment, discusses investment industry initiatives focused on climate change and Schroders' approach to membership of such bodies.

Schroders discusses the rise of energy security and what this means for the energy transition movement, both in conventional and renewable energy.

General Sir Nick Carter and Schroders’ investment experts discuss recent events in the Middle East, looking at the shifting alliances between major geopolitical players and the implications for markets.

Schroders’ Johanna Kyrklund reflects on the differences between the 1990s tech bubble and markets now.

How can you ensure the risk and return balance of a client’s portfolio remains right for them, while providing a smoother investment journey?

Schroders’ James Goodman and Jean Roche speak with discoverIE CEO Nick Jeffries to uncover how he turned the company into a 15-bagger.

It’s important to consider the long cyclical nature of the energy transition across conventional and renewable energy, as they both play a crucial role in providing energy security, stability, and low-cost energy.

Schroders’ analysis suggests that committed engagement leads to both reductions in harmful emissions and improved investment returns.

Although decarbonising an investment portfolio is a multi-faceted, multi-stage exercise, it needn’t be complicated.

Schroders’ Quantitative Equity Product (QEP) team consider the key themes for equity investors in the months ahead.

Since its launch in 2018, SustainEx has become the cornerstone of sustainability research at Schroders.

Is it time to trade your cash for short-dated fixed income? The shift could be a multi-decade opportunity for savvy investors.

With cash rates peaking and markets at all-time highs, many market participants find themselves with investment paralysis. Schroders asks: what’s next – is there life after cash? 

With share prices now exceeding the bubble-era high in 1989, Schroders examines whether the Japanese stock market can continue to move higher.

Bad economic news could eventually become good news for Chinese equities if the rising risk of outright deflation prompts the authorities to take more aggressive fiscal and monetary action.

Developing renewable energy assets, or opting instead to buy them when they are already operational, results in very different potential return and risk profiles. Higher interest rates have made those differences clearer.

Commodities form a vital asset class, but one which investors often exclude. Schroders’ framework is among the first to help investors reconsider their exposure to the sector while maintaining social and environmental considerations.

A muddled inflation picture, uncertainty over if or when rates might be cut and markets at all time highs … Schroders asks: what should investors do?

Retiring baby boomers in many countries will mean fewer workers, forcing companies to turn to robotics, automation and AI, with many potential investment implications.

How undervalued are UK equities? Let me count the ways, says Schroders’ Head of Strategic Research, Duncan Lamont.

History suggests that this can be a good time to consider whether small caps deserve a place within a diversified portfolio. Robert Starkey, Portfolio Manager, Schroder Investment Solutions, tells us more.

While many investors may feel nervous about the potential for a fall, Schroders’ analysis of stock market returns since 1926 shows that investing at a new high can be profitable.

Schroders’ latest research examines how sustainability factors, particularly climate risk, education, and sociopolitical stability, influence the way investors price sovereign credit.

Schroders’ Felix Odey discusses how food production and consumption is challenging climate targets and what the potential solutions might be.

In a volatile year, staying invested will matter as events could turn quickly.

Schroders’ Gillian Hepburn speaks with an AI implementation expert and a financial adviser who are already harnessing AI technology.

After years of being out of fashion, real estate has suddenly become a hot topic for investors. Listen to Schroders’ Tom Walker to find out why.

Fund managers’ credibility shouldn’t be measured by voting records alone. The crux of good stewardship rests on well-informed conversations with management, says Schroders.

Schroders explore the differences and similarities of key sustainable regulations in Europe and the UK, new developments around fund name guidelines, and the implications for investors.

New long-term analysis digs into returns during 22 rate-cutting cycles since 1928.

The 2023 Schroders Adviser Survey: the annual Schroders Adviser Survey seeks the views of advisers on a broad range of topics, and the latest survey highlights some of biggest threats and opportunities for advisers in 2024. 

Climate change and shifts in return forecasts underline how investors will need to work harder.

Former poker player Casper Berry advises on how investors might avoid some of the pitfalls that can lead them to making bad decisions in the coming year.

Schroders’ Keith Wade, Chief Economist & Strategist, looks back at three themes that he believes have dominated the last 35 years.

History tells us that this can be a good time to consider whether these companies deserve a place within a diversified portfolio. Schroders analysed data from the past five decades.

Schroders’ experts explore how investors in equities, fixed income and private assets are responding to challenges as they look to 2024. 

The ‘Seven Sins’” of fund management.

The extraterrestrial hunt for commodities – Schroders discusses the race for commodities, supply chain issues and tensions in space. 

Savings rates have trebled in 12 months, and UK savers can earn over 5% on deposits. So doesn’t it make sense to cut risk and stick to the safety of cash?

Should advising female clients be a key strategy for 2023? Research suggests that by 2025, women will own 60% of UK wealth, but 70% of women will change their adviser within a year of their partner dying.

What it means for strategic asset allocation – Schroders assesses whether historic approaches to portfolio construction should be reconsidered. 

Carol Storey, Climate Engagement Lead, and Jonathan Fletcher, Emerging Market Fund Manager and Head of EM Sustainability Research, explain why investors care about climate transition plans.

The Schroders Annual Adviser Survey has always provided insights and, with over 400 advisers taking part last November, the most recent survey was no exception.

The income desert is behind us, but investors need to navigate new income opportunities with care, say Dorian Carrell and Joven Lee.

As this economic cycle ends, we shouldn't expect to see the patterns of the past decade repeated. A new regime in policy and market behaviour is unfolding which investors need to understand if they are to find the best opportunities and safeguard their portfolios.