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.
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.
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.
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.
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.
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.