Asset Allocation

Highlight

Investment Insights

06JUN 2018

Schroders Broker Survey - Volatility impacts as investors focus on protecting capital

Schroders Australia has completed its third broker insights survey, diving into how brokers are investing. Volatility has pushed the need to protect capital to the top of the priority list.

White Papers

13OCT 2016

APRIL

07APR 2016

Multi-Asset

Best avoid landmines

Simon Doyle, Head of Multi-Asset & Fixed Income, explores the idea that the prevailing and overwhelming consensus is that we are in a “low return” world. In a “low return” world, the avoidance of landmines is likely to be more important than identifying where returns will come from. After all low returns may prove to be a shorter term phenomena than investors currently assume.

MARCH

08MAR 2016

Multi-Asset

Slightly more benign prognosis

Simon Doyle, Head of Fixed Income & Multi-Asset, discusses the moderately better news on the global economy received last month, which shifted sentiment away from the idea that global recession and deflation was imminent, and towards a slightly more benign near term economic prognosis.

FEBRUARY

04FEB 2016

Multi-Asset

The crystal ball is cloudy

Simon Doyle, Head of Fixed Income & Multi-Asset, reiterates the comments we have been making for some time – we expect another tough year. 

JANUARY

27JAN 2016

Videos: Webconferences

Year in review & outlook to 2016

Simon Doyle, Head of Fixed Income & Multi-Asset, discusses what the key issues are likely to be in the year ahead, where returns will come from and how we are positioning our multi asset strategies to navigate these conditions.

11JAN 2016

Multi-Asset

Managing chronic anaemia

At the core of our process is a belief that value is created and risk best managed by paying attention to valuations. To this end we continue to believe that until risk premia rebuild, caution needs to prevail. Simon Doyle, Head of Fixed Income & Multi-Asset, predicts that 2016 will likely mean another tough year for investors. 

2015

DECEMBER

04DEC 2015

Multi-Asset

Winners & Losers

Simon Doyle, Head of Fixed Income & Multi-Asset argues this is true for those focused on delivering “absolute” returns and equally, if not more challenging for those focused on benchmark relative performance.