Who Will Win the EV Charger Race?
Despite predictions of huge growth within the electric vehicle (EV) charging market, fierce competition could prevent some companies from making decent returns on their investments.
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Sustainability: The biggest megatrend of 2022 and beyond
Schroders portfolio managers Simon Doyle, Stuart Dear and Martin Conlon discuss how professional investors are constructing their portfolios and integrating ESG considerations into their investment processes.
Read MoreHow Do Interest Rates Affect Stockmarkets?
With interest rates at all time lows around the world, Kevin Murphy from Schroders looks at how interest rates affect stockmarkets and what may happen in the event of fiscal tightening.
Read MoreRe-Opening for Business
As economies open and central bankers prepare to reduce policy support, diversification across both asset classes and strategies will be key to navigating potentially more volatile markets ahead.
Read MoreWhy Investors Should Care about Cybersecurity
Here’s why Schroders Investment Writer Jo Marshall believes investors should consider cyber preparedness in their investment decisions and how Schroders has engaged on the topic.
Read MoreSchroders on Value – Part Six
Part Six of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he tells us how Schroders’ Global Recovery Fund has outperformance of the MSCI World index.
Read MoreSchroders on Value – Part Five
Part Five of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he tells us where he currently sees the best investment opportunities in the market.
Read MoreSchroders on Value – Part Four
Part Four of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he explains why value is an important holding in portfolios.
Read MoreSchroders on Value – Part Three
Part Three of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he analyses how value investing performs over the long term.
Read MoreSchroders on Value – Part Two
Part Two of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he looks into whether or not there is still an opportunity in value.
Read MoreSchroders on Value – Full Series
All six episodes of Schroders series on value in which Fund Manager Simon Adler talks about various aspects of value investment and how his firm is positioned moving forward.
Read MoreSchroders on Value – Part One
Part One of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he breaks down the reasons behind Schroders’ recent rotation from growth to value.
Read MoreThis Time it Is Not Different
Value as a style can behave very differently from the broader market, and that can be a really powerful diversifier for client portfolios. Simon Adler from Schroders explains how.
Read MoreThe Intersection Between Quality and Value
Dan Rasmussen, author and founder of asset management business Verdad, speaks with Schroders about how to target value businesses – with leverage – for ‘a wilder ride’.
Read MoreInflation Remains Issue Number One
Kellie Wood, Fixed Income Portfolio Manager at Schroders, gives her thoughts on inflation over the rest of 2021 and how her firm is positioning their portfolios in response.
Read MoreTen Stock Market Themes for 2021 and Beyond
As the global economy emerges from the pandemic, Schroders have identified ten investment themes that could develop in the wake of this very unusual chapter of history.
Read MoreValue versus Growth
Over the past decade, growth stocks have enjoyed exceptional performance while value stocks have lagged behind. Have the fundamentals supporting value investing changed for good or are we about to enter a style rotation?
Read MoreMarkets Pre-empt Economic Recovery
By factoring future good news into today’s prices, valuations in some segments are becoming stretched thereby reducing upside when events actually transpire, argues Schroders’ Mihkel Kase.
Read MoreA Bumpy and Uncertain Road to Recovery
Markets held steady in December as investors responded favourably to positive vaccine news and a foreseeable end to the US election hysteria. However, we’re not out of the woods yet, suggests Sebastian Mullins from Schroders.
Read MoreWhat President Biden means for emerging markets
Could a change of president be the precursor for change in the fortunes of emerging markets?
Read MoreElection 2020: the year in US markets
A 30% collapse, a dramatic comeback and new all-time highs; we look back at a remarkable 2020 for US shares amid a global pandemic, an economic collapse and a looming presidential election.
Read MoreThe Value Of Fixed Income
With low yields delivering low income, fixed income has been challenged in the current environment.
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