Global Investor Study
The Schroders economic analysts in the UK compared the Australian and Canadian housing markets — where a cool down in prices is currently taking place — to predict the likelihood of a sharp correction. Irene Lauro, economist with Schroders UK, writes.
In this paper David Wanis shares our key observations on the investment make-up of SMSFs, which when compared to other investor groups, tend to be inefficient with higher risk and potentially lower performance outcomes. David discusses how SMSFs can improve by exercising flexible asset allocation in pursuit of their objectives.
Simon Doyle, Head of Fixed Income and Multi Asset, discusses the impact of a dithering FED and the downside risks to equities and other interest sensitive securities.
Andrew Fleming, Deputy Head of Australian Equities, comments on the rebound in commodity prices, the challenge for banks and other opportunities within the market.
Mihkel Kase, Fund Manager, Fixed Income, discusses how falling cash rates and with the search for yield continuing, we see credit playing an important role in client portfolios. He provides insights into the breadth and diversity within the credit universe and the optimal way to invest. Click the download button below to access the full paper.
Stuart Dear, Deputy Head of Fixed Income, provides and overview of the Fixed Income markets and how the fund has been managed to balance valuation concerns with global economic expectations.