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6 February 2025
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This Schroders guide explains the role private assets can play in portfolios, the key considerations before investing, and the options available to investors.
This year’s Global Investor Insights Survey from Schroders highlights the broad range of factors that are shaping investment decisions today, from political and macroeconomic risks to the continued appeal of global and thematic equities and private markets.
Investors have found plenty to worry about in recent newspaper headlines, creating a complex environment to negotiate. Being able to cut through the noise, and focus on what’s most material for markets, is essential.
The "small cap effect" suggests smaller companies offer higher risk-adjusted returns, but in the Australian market, small caps haven't matched these expectations, and investing broadly across the ASX may be better.
In this piece, Schroders looks at the 'liquidity problem' facing large superannuation and private equity funds, and highlights the performance they’re missing out on in the small and middle markets.
Fixed Income Outlook 2024 - Bonds suffered a rapid repricing in 2022 and 2023, but according to Schroder's Head of Fixed Income Stuart Dear, yields are now the best they’ve been in a decade.
Multi-Asset Outlook 2024 - Investors are looking for good news in 2024. Schroder Australia’s Head of Multi-Asset Sebastian Mullins identifies the corners of the market where he’s found it in this two-part series.
Private debt investors have recently benefited from the rising rate environment in the form of higher returns both from base rates, together with an adjustment to credit margins reflecting the current more challenging macroeconomic environment.
The housing market was subdued in 2024, and pessimism abounds as we start the new year. 2025 is likely to be a tale of two halves, with interest rate cuts fuelling a resurgence in buyer demand in the second half of the year.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.
The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced, and whether today’s markets qualify as the third major bubble of this century.
Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.
2024 was a banner year for equities, with a run-up in US tech stocks broadening into a global market rally, and the big question now is whether the good times can continue? History suggests optimism is warranted.