Australia

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Australian Equities

14APR 2019

Trump, patience, and the impact of rerating

When President Trump asked the Fed to rein in plans to push rates up, it listened. That has led us to ask many questions in terms of valuations, and if we needed to adjust our risk-free rate. We have done so, and over the coming weeks we will revisit all our holdings based on this revised number.

Fixed Income

14APR 2019

Multi-Asset

14APR 2019

2019

APRIL

02APR 2019

Videos: Webconferences

Navigating market uncertainty webcast

Using the full breadth of markets across credit, rates and currencies provides many opportunities, but the key in this environment is determining the amount of risk, and where and when to take that risk.

MARCH

25MAR 2019

Fixed Income

Three steps to avoiding potential BBB risks

Investors are voicing concerns around the BBB market in the US, and the possibility of “negative migration” risk. This is where, under stress, a large portion of this market could be re-categorised to sub-investment grade, potentially causing a mass sell off.

12MAR 2019

Australian Equities

Interest rate common sense? No thanks

As low interest rates persist following the backing away from ‘normalisation’, the markets will focus on areas where long-term value is defined as longer than six months, and on businesses where a short-term earnings result won’t derail its potential.

12MAR 2019

Fixed Income

Remaining steady amid multiple global shifts

Although the Fed has softened its stance and the labour market remains tight, the outlook for a strong US rebound in growth remains muted. Coupled with European elections nearing and anticipated slower growth in China, the outlook is neutral and portfolio decisions continue to prepare for what may come next.

12MAR 2019

Multi-Asset

How last year's indicators have changed in 2019

The fund’s positioning enabled it to be part of the equities rally so far in 2019, but concerns remain about how global issues will affect the equities markets. Nevertheless, the results so far this year deserve some insight into how we are positioned, and where we expect opportunities to emerge.

06MAR 2019

Multi-Asset

An illustration of the need to diversify

Schroders produces a wall poster each year that shows the relative performance of all asset classes from the past 20 years. It’s one of the most popular items we provide to clients because it serves as a stark reminder of the role diversification plays in portfolio construction.

05MAR 2019

Videos: Webconferences

Separating emotion from the facts

Weak equity markets, declining property prices and unsettling political leadership globally have ensured a pessimistic atmosphere seeing investors again seek refuge in perceived safety. What are the arguments for a more optimistic stance and where do the best opportunities lie when we separate emotion from the facts?