Schroders steps through the looking glass to see how the world may look over the next couple of years – in all probability, quite unlike the one we have grown accustomed to.

The best performing sectors on the ASX year to date are simply those with the highest multiples, as AI grabs imaginations and investment flows.

Schroders’ Adam Kibble writes that, unlike the popular video app TikTok, investing is a long term endeavour that rarely provides instant gratification.

Chloe Shea from Schroders takes us through what’s going on across the Asia-Pacific region and examines the three main factors that are steering APAC investment markets in 2023.

David Philpotts, Head of Strategy at Schroders’ Quantitative Equity Product (QEP) team, looks ahead to ten key themes for equity investors to consider for the coming years.

Strength in the market has been driven by expansion in sectors where earnings growth is tepid and multiples high; Schroders’ Andrew Fleming suspects the early bloom shall wilt.

After a year-long journey through choppy waters, investors arrive on Soft Landing Island – permanently, or is it merely a stopover on their way to the steep cliffs of Recession Isle?

With investors wondering whether value’s outperformance of the last two years can be sustained, Schroders’ Ben Arnold looks at three key questions at the heart of the debate.

Value stocks can be found in many areas of global equity markets, but four areas in particular are catching the attention of Schroders’ Tom Biddle and Simon Adler.

2022 was, to say the very least, a watershed year for markets – here, with the help of Schroders Head of Strategic Research Duncan Lamont, are the charts that tell the story.

The Australian equity market continues to power on with earnings strength driving performance, but Schroders suspects much of this strength will prove ephemeral.

Schroders believes improved valuations will allow a greater opportunity to achieve their return objectives via increased expected returns across most asset classes.

With signs of inflation and the pace of central bank tightening both moderating, Schroders are shifting their portfolio to benefit from a more favourable outlook.

As Schroders’ Tina Fong explains, unique circumstances mean there are no clear cut lessons from history, making this economic cycle particularly hard to categorise.

While July proved an exception, the great unwind in monetary stimulus has led and will continue to lead equity market weakness, especially in the highest multiple parts of the market.

Calendar 2022 has seen the worst start to a year for markets since the Great Depression nearly a century ago. David Brett from Schroders tells the story so far in six charts.

Schroders Strategist Tina Fong takes a look back over more than 100 years of data to ask what this week’s severe market moves might signal for the economy.

As Schroders’ Ugo Montrucchio explains, high inflation is on everyone’s mind, but perhaps growth should be more concerning when making investment decisions.

Demand destruction is already here with food and energy prices skyrocketing and consumers feeling the pinch. Plus, central banks have only just started to raise the cost of debt.

The days of immense liquidity and the distortions it promoted have been killed by the emergence of inflationary forces which will prove more durable than many project.

The great unwind in monetary stimulus has led to ongoing equity market weakness. Andrew Fleming explains why Schroders has cut its exposure to Australian resource stocks.

As fighting in Ukraine intensifies, Sebastian Mullins explains why Schroders are defensively positioned and focused on the response from central banks to rising commodity prices and inflation.

Rising prices, an inflationary environment, along with the transition underway in the energy market, all add up to a market that benefits from careful stock picking.

Will economic growth stabilise in 2022? And could we see an easing in regulatory pressures? Andrew Rymer from Schroders gives his thoughts.