articles & commentary from Schroders

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Investment News for Financial Advisers and Paraplanners - Schroders: The Great Wealth Transfer breakfast – Wednesday 4 December 2019

Schroders & Octopus Investments would be delighted if you would join us for The Great Wealth Transfer breakfast seminar starting at 8.30am on Wednesday 4 December at 1 London Wall Place. more...

Investment Webcast for Financial Advisers and Paraplanners - Introducing the Cazenove Capital Sustainable Model Portfolios

Gillian Hepburn, UK Intermediary Solutions Director, speaks to Portfolio Managers Steven Rooke and Emilie Shaw about the launch of the Cazenove Capital Sustainable Model Portfolios. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Five reasons why global cities are the ultimate investment super-trend

Cities are becoming more important than countries, with their success determined by innovation, efficiency and the clustering of industries. What does this mean for investors? more...

Investment news for Financial Advisers and Paraplanners - Schroders: The fund industry’s wake-up call: how investors want us to act

Jessica Ground, Global Head of Stewardship, explains why for companies, sustainability is no longer a “nice to have”, it’s an imperative. more...

Investment news for Financial Advisers and Paraplanners - Schroders: How will today's consumption tax rise affect Japan's economy?

In a long-awaited move for Japanese economists, investors and policymakers, today Japan raised Value-Added-Tax (VAT) – otherwise known as the consumption tax – from 8% to 10%. more...

Investment News for Financial Advisers & Paraplanners - Schroders: Has value investing been disrupted?

Disruption is a major theme in stock markets today with companies such as Amazon and Uber challenging the traditional approach to their respective industries. Such companies are an example of so-called "growth" stocks, with investors attracted by their prospects for expansion and future revenue growth. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Infographic: A snapshot of the world economy in August 2019

Let's take a look at what's been going on in the global economy over the last month. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Infographic: Sustainability Report Q2 2019

In the latest sustainability report we provide an update on the current and future state of engagement and discuss how industries ranging from fashion, to aviation, to waste, will be transformed. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Boris Johnson: the challenges faced by the new UK PM

The “do or die” Brexiteer will face enormous challenges from the outset as the UK’s new prime minister. We look at what his victory might mean. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Stranger Things vs Mickey Mouse: How the media old guard is adapting to disruption

Everyone’s focused on the new kids on the block like Netflix and Amazon Prime Video, but don’t underestimate the ability of the established order such as Walt Disney to adapt and thrive. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Investors forecast returns of 10.7% – millennials expect more

Investors globally are exceedingly optimistic in their expectations for returns for the coming years, according to Schroders Global Investor Study 2019. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Where's the value in European equities?

60 second video: James Sym expects the value style to start outperforming growth later this year, and there is one unloved sector in particular he singles out. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Why I’m backing a consumer comeback in Europe

Worries over slowing global growth and rising trade tensions hit European share prices hard at the end of 2018. While early 2019 saw a rally, there remains considerable scepticism over the prospects for the European economy and its listed companies. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Cannabis: is now the time to invest in this growing market?

In our latest infographic and investment report we outline a framework to assess pure-play cannabis companies, the current state of play for sugar, and the climate challenges posed by feeding the planet. more...

Investment News for Financial Advisers & Paraplanners - Schroders:

On 20 August 2018, an unknown Swedish teenager called Greta Thunberg stood in solitary protest outside the Swedish parliament. Frustrated at the same unacceptably sluggish action on climate change we highlight in our Climate Progress Dashboard, Thunberg nonetheless cut a lonely figure. A self-proclaimed introvert, it seems unlikely that Thunberg would have envisaged that six months later, around 1.6 million students would protest her cause around the world. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Are investors too pessimistic on European shares?

European equities had a tough 2018 with the benchmark MSCI Europe index falling 10.6% over the year. Trade wars, reduced support from central banks and slower economic growth were among the factors that saw higher risk assets such as equities fall out of favour. more...

Brexit news for Financial Advisers and Paraplanners - The Brexit unknown: views from Schroders experts

British politics has faced a turbulent week: three nights of Brexit votes, a Spring Statement and a downgrade to economic growth. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Income and growth - can you have both?

Can you have your cake and eat it? Many investments, including equities, appreciate in value while also generating some income. You can reinvest your income to boost your long-term returns or you can withdraw it – leaving less left in the pot. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Our multi-asset investment views for February 2019

In this month's multi-asset views we discuss the potential for modest gains in risk assets, while remaining mindful that economic growth is weakening. more...

Investment News for Financial Advisers and Paraplanners - Schroders: China cuts growth target, but no signs of mega stimulus

China lowers its 2019 growth target to 6-6.5%, but so far no signs of mega stimulus from National People’s Congress more...

Investment news for Financial Advisers & Paraplanners - Schroders: This is why UK house prices might be sturdier than you think

Brexit uncertainty appears to have hit sentiment for UK property, but while certain sentiment indices have led to gloomy headlines, actual home price results have been much better. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Infographic: A view of the world economy in January 2019

This month's infographic looks at three economic themes for 2019 as well as some black swan risks. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Eurozone growth fails to recover as Italy slips into recession

The eurozone economy grew by just 0.2% in the final quarter of 2018 according to the flash GDP estimate released this morning. Fourth quarter growth was unchanged compared to the third quarter and matched consensus expectations. more...

Investment news for Financial Advisers and Paraplanners - Busting the millennial myth

New research challenges the widely held view that millennials are genuinely different from previous generations more...

Investment news for Financial Advisers & Paraplanners - Schroders: Building an investment case the Lego way

It turns out The Value Perspective has something in common with one of the world’s most popular toy brands – we do not want to risk missing out on a good idea just because its time has not yet come. more...

Webcasts for Financial Advisers and Paraplanners - Join Schroders, 7IM and Distribution Technology on 16 october at 11am

During the webconference, you will hear about the Dynamic Planner asset model process and how these exciting fund solutions are uniquely positioned to deliver consistent risk targeted investment outcomes to this framework. more...

Webcast for financial advisers and Paraplanners - Schroders: High Yield: Understanding the risks and opportunities - webconference in September

Welcome to our webconferences email, keeping you up to date with our interactive sessions. In this webconference, Michael Scott, Credit Portfolio Manager, will outline the opportunities and risks presented by high yield bonds in the current rising rate environment. more...

Investment news for Financial Advisers and Paraplanners - Schroders London is on the move

In September 2018, an exciting new chapter begins for Schroders in London when we move to our new headquarters. Our purpose built offices, designed with sustainability in mind, have been built to be environmentally friendly. more...

Investment news for Financial Advisers and Paraplanners - Outsource to Schroders and add their global resources to yours

Managing multi-asset portfolios is a specialist discipline that requires extensive skills and resources. That’s why many of today’s most successful financial advisers choose to focus on the planning aspect of their roles by outsourcing their investment decisions. more...

Investment webcast for Financial Advisers and Paraplanners - Schroders: Rising rates, trade wars and China: have the three bears finally come home?

Please join Azad Zangana, Senior European Economist and Strategist, as he examines where he and the Economics team are seeing smoke – and where there might actually be fire – as this unprecendeted "Goldilocks" economic cycle continues to chart new territory. more...

Investment webcast for Financial Advisers and Paraplanners - Schroders Live - how will climate change impact your investments?

23 May 2018 3.00pm Please join our live video event where our panel of experts will be debating the impact of climate change and outlining what can be done about it. more...

Partner event for Financial Advisers and Paraplanners - Multi-Manager Forum: Last chance to register

Join BMO Global Asset Management, Janus Henderson Investors, Jupiter and Schroders at our nationwide Multi-Manager Forum 'Meet the Managers' events. This series, Lawrence Gosling, financial journalist, will host the events and moderate the new panel debate. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Economic and Strategy Viewpoint

This month we look at the factors that might end one of the longest US economic expansions in history. We alos examine the drivers behind rising US Treasury yields and how China is positioning itself for slower growth. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Gradually rising interest rates? Don't be too sure

An analysis of the last 700 years of financial history suggests it would be dangerous for investors to be too confident they know how interest rates are going to behave over the coming years. Andrew Evans, Value Fund Manager, explains. more...

Investment news for Financial Advisers and Paraplanners - Schroders: What is Blockchain and why will it revolutionise business?

Cryptocurrencies like Bitcoin get all the attention (and notoriety), and in this article, we discuss why it is actually the underlying Blockchain technology that we believe will revolutionise global business. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Value investing skills #4: Organisational edge

There are arguably four broad categories where it is possible for investors to enjoy some sort of advantage over their peers. Here we consider the organisational ‘edge’ and how value investors can benefit from one. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Three quick charts about investment risk

Investors are, quite rightly, asking themselves where the risk is in the market – although these three charts from the Bank of England suggest many would seem to be coming to the wrong answer. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Investment Red Flag Watch: Why we're worried about the return of 'SPAC'

In this article, Nick Kirrage, Co-Head of the Global Value Team, explores what is in the team's folder of 'red-flag market indicators'. more...

Investment news for Financial Advisers and Paraplanners - Schroders: How reivesting dividends has affected returns over 25 years

'Compounding' can have a dramatic effect on returns. We highlight the difference it has made for major stockmarkets. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Don’t let your profits go ‘woof’ in the Year of the Dog

As we enter the Year of the Dog, it is fair to say the Chinese zodiac has something to teach us about investing – not so much when to buy into the equity market, however, as for how long. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Value investing skills #2: Analytical edge

There are arguably four broad categories where it is possible for investors to enjoy some sort of advantage over their peers. Here we consider the analytical ‘edge’ and how value investors can benefit from one. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Disruption is everywhere, but so are the investment opportunities

I’m not usually a subscriber to “this time it’s different”, but when it comes to the emerging disruption in so many industries, “this time it’s more than average” doesn’t really seem to cut it. This time I have a feeling it really may be different, because today’s disruptions are everywhere, and that means that there are investment opportunities right across the spectrum, from the disrupters to those “incumbents” willing to invest in the future. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Why we passed on Dignity well ahead of its latest price fall

Last autumn, funeral provider Dignity became cheap enough to show up on our radar – but an integral part of being a value investor is distinguishing whether a company is cheap temporarily or for a good reason. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Be wary of any explanations for the FTSE 100 ups and downs

There has been no shortage of explanations offered for the recent behaviour of financial markets and yet imposing any kind narrative on events potentially introduces a new set of risks for investors. more...

Investment news for Financial Advisers and Paraplanners - Schroders: S&P's 4% fall: How the stockmarket performs after big one day losses

The US stockmarket falls this week will have understandably unnerved investors the world over. more...

Investment news for Financial Advisers and Paraplanners - Schroders: 30-year return forecast: 2018 update

In our annual update of 30-year asset class return forecasts, equities are still on top, though credit has caught up in the US. more...

Investment news for Financial Advisers and Paraplanners - Schroders Investment Outlooks 2018

Market Outlook 2018 Expert opinions on the year ahead from our Investment Managers. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Is 2018's rosy economic outlook really that rosy?

The economic outlook for 2018 may look rosy but the wider market already appears positioned for that – and, when this happens, things can often go very differently from how investors were hoping. more...

Investment news for Financial Advisers and Paraplanners - Schroders: So farewell then, 2017 – an extraordinary year for markets

The last 12 months have proved to be a great time for most investors – but the associated view of markets that the current period of low volatility will persist seems increasingly improbable. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Bitcoin's own valuation measure is meaningless

Aficionados of bitcoin and other so-called ‘crypto assets’ have started to refer to their own kind of valuation measure – the NVT ratio. The only snag being it tells people nothing about valuation. more...

Investment news for Financial Advisers and Paraplanners - Schroders: The Value Perspective blog

Two big risks of making investment forecasts If your forecasts about an unforecastable future turn out to be wrong, not only do you risk looking silly, there is also the danger you had decided to invest money on the basis of what you thought would happen. more...

Investment webconferences for Financial Advisers and Paraplanners - Schroders: Global macro: What to expect in 2018 - webconferences in December

Welcome to our webconferences email, keeping you up to date with our interactive sessions. In December, Investment Trust Fund Managers, Sue Noffke and Tony Smedley provide an update on their respective trusts and Keith Wade shares his economic outlook for 2018. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Is Bitcoin a bubble? This chart suggests so

If bitcoin isn’t a bubble, it’s a spookily good impression Our chart comparing bitcoin’s price movements with a classic market bubble should be enough to test the ‘leap of faith’ currently being taken by the herds of investors entering the cryptocurrency market. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Why the death of equity income funds has been exaggerated: There is no perfect time to invest

The current fixation with yield is certainly a reason to be concerned about equity income funds – but those already writing their obituaries must appreciate not all of them are constructed in the same way. more...

Investment comment for advisers and paraplanners - Schroders: Three charts on why UK banks are far stronger than pre-Northern Rock

A decade on from the very first inklings of the financial crisis, we rerun three simple charts that show why we believe the risk-reward trade-off for the UK’s ‘big four’ high street banks continues to look attractive more...

Investment webconferences for Financial Advisers and Paraplanners - Schroders: An update on your investment trusts - webconferences in October

Welcome to our webconferences email, keeping you up to date with our interactive sessions. This month, Investment Trust Fund Managers, Philip Matthews, King Fuei Lee, Jean Roche and Andy Brough, provide an update on their respective trusts. more...

Investment news for Financial Advisers and Paraplanners - Schroders: What you pay, not the growth you get, is the biggest driver of future returns

Investment can be as prone to trends as any other area of life so, to illustrate our confidence that value stands the test of time, we will occasionally republish old Value Perspective articles. This one is from January 2013. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Why ‘winter is coming’ for overvalued growth stocks

The immediate prospects of any investment are as uncertain as those of a Game of Thrones character but there is no doubt that, as their valuations rise, even stable businesses can become dangerous to own. more...

Investment update for Financial Advisers and Paraplanners - Schroders: Eurozone growth goes from strength to strength

The “flash” estimate for second quarter eurozone GDP shows quarterly growth accelerated to 0.6%, up from 0.5% from the first quarter. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Federer beat the averages. How often does this happen when investing?

In becoming the oldest Wimbledon champion of the open era, Roger Federer may have confounded the averages – but the thing about averages is they only happen most of the time. more...

General Election news for Financial Advisers and Paraplanners - Schroders: UK election: what a hung parliament means for markets

The UK general election has resulted in a hung parliament, with no party commanding an overall majority. The Conservatives have emerged as the largest party and will likely seek to form a minority government. The result is unexpected. Polls during the election campaign had generally pointed towards a comfortable Conservative majority. We asked our panel of investment experts for their initial reaction to the election result. more...

Investment events for Financial Adviser and Paraplanners - Join us at the Schroders Q&A - Investment Focus events in June (6 June – 15 June 2017)

2017 is shaping up to be a year of real change on many fronts, with significant implications for investment markets. more...

Investment news for Financial Advisers and Paraplanners - Schroders: How

UK smaller company stocks have returned six times the amount of large companies since 1955 and yet may still be good value for investors. Here we explain why. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Global central bank roundup

While the Federal Reserve moves towards normalisation of interest rates, it appears to remain a remote prospect for Japan and the UK. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Is Denver the best place to live and work in America?

With its close proximity to the Rocky mountains, a rich cultural scene and growing population, we explain the city's popularity and what that means for global real estate investors. The best place to live and work in America? more...

Investment news for Financial Advisers and Paraplanners - Schroders: How safe are dividends?

Investors treasure the income paid by companies. We explain the “dividend cover” safety measure, and what it says about world markets today. more...

Investment news for Financial Advisers and Paraplanners - Schroders: 30-year asset class returns forecast: 2017 update

The Schroders Economics Group provides its annual update of its 30-year return forecasts for a range of asset classes. Equities remain the asset class offering the greatest potential for returns. more...

Investment news for Financial Advisers and Paraplanners - Schroders: There is only one way to think about risk - and that is in absolute terms

Different people have different perceptions of what constitutes risk in an investment. We give our view on the only way you should be looking at it. more...

Spring budget for Financial Advisers and Paraplanners - Schroders: UK Spring Budget 2017: No time for complacency ahead of tricky two years

No alarms and no real surprises from Chancellor of the Exchequer Philip Hammond as he seeks a firm fiscal footing ahead of a crucial period. It was pleasing to see the Chancellor stick to his "no surprises" mantra and stress the importance of avoiding complacency in what was the UK’s final Spring Budget. Ahead of Theresa May activating Article 50 and what could potentially be a tricky two years of negotiations with the EU, it is crucial that the UK is on as sound a fiscal footing as possible, and is not distracted by any unnecessary budget gimmicks. Even though the UK economy has performed robustly following the UK’s vote to leave the EU it is good to see the Chancellor exercising fiscal prudence. more...

Investment news for Financial Advisers and Paraplanners - Schroders: M&A deals that add value are rare - expensive deals that do so rarer still

Reckitt Benckiser’s household-name brands may be very reassuring but, in the eyes of The Value Perspective, the numbers involved in its proposed purchase of a US baby milk manufacturer are not. Here's why we remain sceptical about this kind of acquisition. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Which sectors could benefit as inflation heats up?

Banks were the initial beneficiaries as inflation began to re-emerge, but James Sym, Fund Manager, looks at the other sectors that also offer attractive opportunities. more...

Investment news for Financial Advisers and Paraplanners - Schroders: When it comes to predictions, even Amazon’s founder can be out by miles

Investors may obsess about a business’s ‘headline’ numbers, such as revenue or growth, but that does not mean anyone is any good at predicting how these might turn out. more...

Investment news for Financial Advisers and Paraplanners - Schroders: 'Smart beta' isn't smart enough to replicate value investing effectively

Over the years in articles such as Left Smarting and Smart thinking, so-called ‘smart beta’ investments – strategies that try to build on simple index-tracking products by focusing in on a specific factor, such as momentum or value – have not always been portrayed in the most favourable of lights, here on The Value Perspective. more...

Investment news for Financial Advisers and Paraplanners - Schroders: The top 30 global cities with the best economic potential

The new release of the Schroders Global Cities Index is now live, showcasing the top 30 most economically vibrant cities across the world. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Outlooks for 2017

After an unexpected year, the Schroders' experts reflect on the events that shaped 2016 and give their outlooks for 2017. The series of articles and videos cover various global markets and asset classes. more...

Investment webconfrences for Financial Advisers and Paraplanners - Schroders webconferences Coming up in January

Welcome to our webconferences email, keeping you up to date with our interactive sessions. This month, Tom Wilson shares his views on Emerging Markets in 2017, our panel of experts on Schroders Live explores the opportunities and challenges that investors may face in 2017 and Ian Kelly and Rupert Rucker provide an update on the global equity portfolios they manage. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Our 2017 anti-forecast and the glaring problem with share tips

At this time of year, it is only natural for investors to try and make forecasts about what will happen over the next 12 months – just as it is only natural for us, as contrarian investors who prefer an outlook that is five or even 10 times longer, to do the complete opposite. So here we go with our now traditional annual anti-forecast for the year ahead. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Twelve tales of value – Counting down our 12 most-read stories of 2016

2016 has been a year that has confounded experts, pundits and forecasters on a number of occasions. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Do you invest with a conscience?

We surveyed 20,000 people in 28 countries about their understanding of investments. Our results show the majority of investors would (at least) consider selling a successful investment if they discovered the investment was not conforming with ESG considerations. more...

Investment news and webcast for Financial Advisers and Paraplanners - Schroders: What to expect in 2017? - webconferences this month

Welcome to our webconferences email, keeping you up to date with our interactive sessions. This month, Azad Zangana will share his thoughts on what 2017 might have in store for investors. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Celebrities rarely make their fortunes from stockpicking ability

“An investment that helps you sleep at night” is, for a variety of reasons, not a phrase you come across as often as you once did. Even if it were still in vogue, however, here on The Value Perspective, we do not believe it would be appropriate for the array of so-called ‘smart’ mattress companies now advertising their wares in the press, on social media and across billboards. Oh, the irony. more...

Autumn statement comment for Financial Advisers and Paraplanners - Schroders: The Autumn Statement: what to expect

The Autumn Statement, also known as the mini-Budget, was introduced by Gordon Brown as a Pre-Budget Report in 1997. It has increasingly been used as a platform to announce major policies. The Budget remains the main financial and economic update for the UK and is usually delivered in March. more...

Investment news for Financial Advisers and Paraplanners - Schroders: US election impact: Full round-up

After one of the most controversial elections in recent memory, the race to the White House has reached its conclusion with Donald Trump elected as President of the United States of America. more...

Investment News for Financial Advisers and Paraplanners - Schroders: ESG – Forget the acronyms, analysing a business’s stakeholders and governance helps reduce risk

Environmental, social and governance issues – known as ‘ESG’ for short – are becoming an ever greater focus for governments, companies and investors alike. In that last context, here on The Value Perspective, we have always viewed the ideas it embodies as integral to a proper analysis of any business. We do not, however, obsess about what each letter represents but instead have always focused on a business’s governance and stakeholders and how these areas could impact risk or future profits. more...

Partner webcast for Financial Advisers and Paraplanners - Schroders Live: US election on 9th November at 1.30pm

As the hotly contested race to the White House comes to its conclusion, join us live on the day of the results when our panel of experts will be discussing market reaction to a Trump or Clinton presidency and what investors should focus on. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Financial advice, please!

We surveyed 20,000 people in 28 countries about their understanding of investments. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Brexit’s double illustration of the problem with predictions

The run-up to the EU referendum on 23 June featured some pretty extreme claims and predictions from both sides – and indeed from a variety of people watching on the side-lines. And yet, if anyone suggested at the time the UK market would rise some 15% in the three months following a vote in favour of Brexit – as a chart from our friends at Financial Express has shown – then, here on The Value Perspective, it must have passed us by. more...

Investment survey for Financial Advisers and Paraplanners - Schroders: Are your clients overconfident?

We surveyed 20,000 people in 28 countries about their understanding of investments. Our results show people have a strong belief in their investment capabilities; is this overestimated? more...

Investment news for advisers and paraplanners - Schroders: "Hard Brexit" hint sinks sterling, raises relocation risk

Following Prime Minister Theresa May’s suggestion that the UK is heading for a “hard” Brexit, international companies are now more likely to relocate than risk remaining in the country. more...

Investment news for advisers - Schroders: Seven-year asset class forecast returns: 2016 update

Our seven-year returns forecast largely builds on the same methodology that has been applied in previous years, as explained in the appendix to this document; and has been updated in line with current market conditions and changes to the forecasts provided by the Global Economics team. more...

Investment News for Financial Advisers and Paraplanners - Schroders: The lessons of history – How close were the ancient Chinese to inventing value investing?

From gunpowder, fireworks and alcohol to paper, playing cards and even money, the Chinese are credited with inventing so many things but surely they never had a hand in the creation of value investing? Well, no, they did not but, as we recently learned at a talk on the history of the ancient world, they were well on the way to getting there almost 1,000 years ago. more...

Investment News for Financial Advisers and Paraplanners - Schroders: The hunt for oats and income

Quantitative easing and other extreme measures employed by central banks in the years since the credit crisis struck have often has been described as ‘a great experiment’ or similar – and it now appears that might not simply have been a metaphor. So could it really be that, all along, central bankers have been treating us like slime mould? more...

Investment Event for Financial Advisers and Paraplanners - INVITATION - Schroders Adviser Investment Forum 2016

We would be delighted if you would join us on Wednesday 28 September at The Savoy Hotel, London for Schroders Adviser Investment Forum 2016. more...

Brexit and Investment news for Financial Advisers and Paraplanners - Schroders: Britain votes for Brexit; but where do investors go from here?

Gareth Isaac, Fixed Income Fund Manager, explains why now is the time that the UK's fight for growth really begins. more...

Brexit news for Financial Advisers and Paraplanners - Schroders: Insights on the EU referendum

Visit our website throughout the day to find the latest news and views from a range of our investment specialists as they react to the results of the EU referendum. more...

Investment news for Financial Advisers and Paraplanners - Schroders: The Jellybean Trilogy (Part V) – Like this expanding 'trilogy', investors should be adaptable

In honour of the ongoing Euro 2016 championships, our fifth and latest instalment in the increasingly inaccurately named Jellybean Trilogy on flaws in academic research kicks off with a study that ostensibly set out to discover whether football referees are more likely to give red cards to some players more than others. more...

Brexit webcast for Financial Advisers and Paraplanners - Schroders Live - Brexit Special REGISTER NOW - 24 June 2016

On 23 June, the UK will vote on whether they should leave or remain part of the European Union. Join Schroders on the day of the results for Schroders Live - Brexit Special, when our panel of experts will be discussing the outcome of the vote, the potential implications on UK and European markets and what it could mean for investors. more...

Investment News for Financial Advisers and Paraplanners - Schroders: What does the investment & platform world do now?

On 23rd June the UK will vote either to remain in or leave the European Union (EU). In the lead up to the vote, speculation on the possible impact of a Brexit is likely to reach fever pitch. This could lead to volatility within financial markets and uncertainty for investors. Regardless of the outcome, there are important investment decisions to be made, opportunities to consider and challenges to overcome. more...

Brexit News for Financial Advisers and Paraplanners - Schroders Live - Brexit Special

On 23 June, the UK will vote on whether they should leave or remain part of the European Union. Join us on the day of the results for Schroders Live - Brexit Special, when our panel of experts will be discussing the outcome of the vote, the potential implications on UK and European markets and what it could mean for investors. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Practice and theory - Eating into Peter’s capital to pay Paul’s income is no way to add value

Why is the Investment Association reviewing the definition of which funds can and cannot sit within its UK Equity Income sector? One possibility, The Value Perspective recently suggested in Theory and practice , might be a reluctance on the part of the trade body to be seen to be driving investment or for it to be thought fund managers could be changing their portfolios to fit in with its rules. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Spur of the momentum – Who enables momentum investors to profit by buying their 'cast-offs'?

Momentum investing is without redeeming social merit” wrote John Authers almost exactly two years ago in this Financial Times column. “Invest on the basis of value,” he continued, “and you are helping to correct a mispricing. Invest on the basis of momentum, however, and you are deliberately helping a market inefficiency grow even worse.” more...

Investment News for Financial Advisers and Paraplanners - Schroders: What can investors learn from Leicester City's chase for the Premier League title?

Leicester City has surprised everyone by challenging for the English Premier League title, but what does the club's fortunes reveal about behavioural psychology and how does that relate to investing? more...

Investment News for Financial Advisers and Paraplanners - Schroders: Motivationally speaking – Incentive schemes do work, just not always as planned

“Never forget that primary equities is where all the money is made,” the head of research at a well-known investment bank once declared to us here on The Value Perspective. “Secondary equities make no money at all. Everybody at this company knows which side of the business is bringing in all the money.” more...

Investment News for Financial Advisers and Paraplanners - Schroders: The Vallée Perspective – Skiing is like investment but, no, not for the reason you just thought

Why is skiing like investment? As the winter sports season draws to a close, it seemed an appropriate moment to share a small epiphany that recently came to us here on The Value Perspective. And no – quiet in the cheap seats – the answer is rather more nuanced than any joke about the potential for things to go downhill fast. more...

Investment News for Financial Advisers and Paraplanners - Schroders: More reasons – Why Morrisons could be valued as greater than a simple supermarket chain

“I like being forced to think about things in a different way,” the humourist Clive Anderson once observed – very possibly in relation to the part of the improvisational comedy television show ‘Whose line is it anyway?’ he used to host in the 1990s where panellists were challenged to use a household implement in a variety of unusual, creative and, ideally, humorous ways. more...

Investment Event for Financial Advisers and Paraplanners - Invitation: Schroders Live - Register now - 13 April 2016

We are pleased to invite you to the next Schroders Live on Wednesday 13 April 2016. Join our panel of Schroders' experts: Keith Wade, Chief Economist, Gareth Isaac, Senior Portfolio Manager, Fixed Income, and guest host Manus Cranny, Bloomberg's European Markets Editor. Together they will discuss the latest hot topics affecting global markets and the opportunities and challenges currently facing investors. more...

Equity Investment News for Financial Advisers and Paraplanners - Schroders: Crash diet – Investors often underestimate how much a recovering business may have to shrink

Anglo-American executives may need a laugh after the mining giant reported a pre-tax loss for 2015 of $5.5bn (£3.9bn) but they should probably still steer clear of the Tom Hanks comedy The Money Pit. The 1986 film, in which a young couple plough ever greater sums of cash into their supposed dream property, may remind them a little too much of the company’s Minas-Rio iron ore mine in Brazil. more...

Schroders: Brexit: Understanding the risks and implications. 4th March 4pm

What would a British exit from the 28 nation EU look like? Will it flourish or fail on its own? Join Azad Zangana, Economist and Strategist at Schroders, as he goes through the potential risks and outcomes of a Brexit. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Just an illusion - Investors should beware correlations lulling them into a false sense of security

One reason many investors find correlations so seductive is they offer the illusion of certainty. The idea that ‘if X happens, the market will do Y’ allows people to believe they possess some sort of map or manual for the world of investment and yet, as The Value Perspective has argued before in articles such as Tangled up with blue and Jellybean Trilogy 2, correlation is nothing without causation. more...

Investment News for Financial Advisers and Paraplanners - Not now - FutuSchroders: re investment success means looking past the

2015 will not go down as a vintage year for value investors. The prevailing market environment is one that has rewarded companies that have demonstrated short-term earnings growth, irrespective of their valuations and longer-term prospects – and indeed this is a trend that has only accelerated over the past 12 months. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Just the ticket – The probabilities in value investing are greatly more realistic than any lottery

The two winning tickets from the UK’s largest-ever National Lottery jackpot on Saturday ensured their owners enjoyed a pretty good start to 2016. Even so, the £66m they will split between them begins to pale a little when set against the $1.5bn (£1.04bn) that could potentially be scooped by just one lucky soul when the US Powerball lottery draw is made later today. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Greatly Dubious Premise I - GDP is an artificial construct with shifting parameters

A triple blessing was nestling under The Value Perspective’s Christmas tree this year in the shape of Diana Coyle’s GDP: A Brief but Affectionate History – first, because it makes a potentially dull topic so interesting; second, because it is short enough to have been consumed before the last of the turkey; and, finally, because it should lead nicely into our now-traditional anti-forecast for the year ahead. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Our 2016 outlooks: Part - 3Showdown or slowdown in 2016?

Welcome to part three of our 2016 outlook series. Each week we will be distributing outlook articles and videos from our experts, giving you an insight to what lies ahead in 2016. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Notes of caution – Watch out for some of the ways brokers look to justify a target share price

Some of the dangers inherent in trying to value very cyclical businesses are neatly highlighted by two separate broker comments that recently dropped into The Value Perspective’s inbox on the same morning. Both happened to concern mining companies but really the conclusions we plan to draw from them are applicable to lots of different businesses. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Fair winds from the East in 2016: Part 2

Welcome to part two of our 2016 outlook series. Each week we will be distributing outlook articles and videos from our experts, giving you an insight to what lies ahead in 2016. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Investing in a fund on a large premium presumes good news must continue

Here on The Value Perspective we steer clear of making forecasts on the not unreasonable grounds that it is impossible to predict the future. As we have argued in articles such as Polls apart, if those who are supposed to forecast for a living – whether it be weather, sport, politics, economics or whatever – are unable to pull off the trick on a consistent basis, then why should we believe ourselves any different? more...

Investment News for Financial Advisers and Paraplanners - Schroders: Interest rate rises and attractive yields: Outlooks part 1

Welcome to part one of our 2016 outlook trilogy. Each week we will be distributing outlook articles and videos from our experts, giving you the chance to read or watch about what lies ahead in 2016. more...

Investment News for Financial Advisers and Paraplanners - Schroders: What's your outlook for 2016?

Welcome to our monthly advisory round-up, your regular update from the Schroders team. more...

Investment News for Financial Advisers and Paraplanners - Schroders: In the picture II - How might we illustrate the idea of risk in value-oriented equity investing?

In In the Picture I, we jumped quickly off the springboard of the chocolate-box wisdom of Forrest Gump’s mother to consider investment risk. More specifically, we were thinking about how we might pictorially represent risk in value-oriented equity investing and were planning to build on the following chart from The most important thing by Oaktree Capital chairman Howard Marks. more...

Investment News for Financial Advisers and Paraplanners - Schroders webconferences in December

Welcome to our webconferences email, keeping you up to date with our interactive sessions this month. Continue scrolling for more information on the upcoming webconferences in December. more...

Investment News for Financial Advisers and Paraplanners - Schroders: In the picture part I - Risk is less about price volatility than the uncertainty of an asset’s future path

In our eagerness to celebrate ‘Back to the Future’ Day on 21 October – in honour of which The Value Perspective wrote both Time and again and “Where we’re going” – we neglected to mark another significant movie anniversary. For a fortnight earlier – and we apologise if, as it certainly did with us, the news makes you feel old – Forrest Gump turned 21. more...

Investment News for Financial Advisers and Paraplanners - Schroders: AA OK? - The AA must be careful high debt levels do not leave it stuck by the side of the road

Regular visitors to The Value Perspective will be well aware we hold some strong views on the dangers of taking on very high levels of debt – and we are not slow to express them. When we do though, it is usually in the context of investments that are a step or two removed from our own areas of expertise – private equity, perhaps, or some of the more exotic regions of the world of fixed income. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Boom - Venture capitalists seem to be operating in a different world to other investors. For now

2015 may have proved a tough year for most investors and asset classes but apparently nobody has told the venture capitalists. According to the latest Venture Pulse analysis of venture funding by CB Insights and KPMG, the third quarter of this year saw venture capital-backed companies raise $37.6bn (£24.4bn) globally across just shy of 1,800 deals. more...

Investment Webconfrence for Financial Adviser and Paraplanners - Schroders webconferences this month

Welcome to our webconferences email, keeping you up to date with our interactive sessions this month. Continue scrolling down for more information about each webconference. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Handsome returns - Why beauty should be in the eye of the beholder, not the shareholder

Hand gestures can tell us many things. They can, for example, tell us ‘yes’ and ‘no’, they can say ‘well done’ and ‘maybe’ and they can wave us ‘hello’ or bid us ‘farewell’ – both politely and rather less so. But until the recent publication of a paper by three US business school academics, we had no idea they could tell us how successful a stockmarket floatation was going to be. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Income investing in Europe: how our business cycle approach works

James Sym, Fund Manager, gives an overview of his investment approach, which takes into account the business cycle backdrop and the equity income opportunities on offer. more...

Investment News for Financial Advisers and Paraplanners - Schroders announces launch of Global Recovery Fund

Schroders is launching an onshore version of Schroder ISF Global Recovery[1], following strong demand from UK clients. The Schroder Global Recovery Fund will launch on 30 October and will be managed by Nick Kirrage, Kevin Murphy and Andrew Lyddon. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Time and again - The only way to be sure of the future is to own a DeLorean and a flux capacitor

21 October 2015 – the day to which Marty McFly and Doc Brown time-travel forward 30 years in the second instalment of the Back to the Future trilogy – is finally upon us. In the run-up to what has been dubbed ‘Back to the Future Day’, much has been written on what the film correctly foresaw and where it overreached itself but, from an investment perspective at least, all the coverage has missed the point. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Portfolio Theory – In investment, the whole should be greater than the constituent parts

Our recent assertion in All together now that investments should not be considered in isolation but as part of a portfolio has an echo in the work of behavioural economist Richard Thaler, whom we last met in Less is more . His latest book, Misbehaving: The Making of Behavioural Economics, includes an anecdote about a seminar on decision-making he once gave to a group of executives. more...

Investment News for Financial Advisers and Paraplanners - Schroders Live: Chinese challenges and rate risks

At our latest Schroders Live event on Tuesday 13 October, Head of Investment, Peter Harrison, and Chief Economist, Keith Wade, discussed the impact of recent events in China and the prospect of US interest rate rises on investors. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Under the influence - Human beings are instinctively social, which is not helpful in investment

Of all the cultural gifts France has bestowed upon the world, canned laughter is perhaps the most improbable. Yet it was the French who pioneered the practice of giving away tickets to musical and theatrical performances in return for the promise of enthusiastic applause – the idea being that the rest of the audience would be encouraged to follow suit. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Less is more – The way financial data is presented can affect people’s investment choices

The founding fathers of behavioural finance hail from two disciplines – psychology and economics. The biggest name from the former group is arguably the Nobel laureate Daniel Kahneman, who has often featured here on The Value Perspective, while a leading light among the latter is Richard Thaler, who has not. The recent publication of his latest book affords us the chance to put that right. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Adviser newsletter - September 2015

Join us on the road: Multi-Manager Academy, 6-16 October 2015 March 2016 eyed as Fed aborts lift off How will VW emissions scandal impact the auto industry? 60 seconds on volatility hitting Japanese equities Upcoming webconferences IncomeIQ - Empowering investors through intelligence more...

Investment News for Financial Advisers and Paraplanners - Schroders: Latest "60 seconds with..." videos

Welcome to our regular update on our 60 seconds videos. These are short videos with fund managers and other key Schroders specialists, discussing current news points, industry themes and developments within their areas of expertise. The latest videos in the series are listed below. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Carry on regardless - Apparently not even China’s woes can knock 2015’s M&A boom of-track

It has only been a month since we last wrote about the significant increase in merger and acquisition (M&A) activity in 2015, suggesting in Get your coat that this was perhaps not the unalloyed good news some commentators were suggesting. Things have been moving so fast, however, that you might perhaps even be surprised it has taken us this long to return to the subject. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Sneaking up - Has banking’s recovery taken so long the market has stopped paying attention?

When it comes to the banking sector, have investors become like the frog in the pan of slowly-heated water – only with, potentially, a much more upbeat ending? The thought has occurred in the wake of our article Robust Bank Story in which we argued Lloyds and Royal Bank of Scotland are a lot further down the road to recovery than their current valuations would suggest. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Sudden debt – Why Glencore’s degree of leverage is really a matter of perspective

When a company’s share price more than halves in the space of four months, it naturally attracts the attention of The Value Perspective. As Glencore’s shares came under increasing pressure over the course of the summer, therefore, we put the commodities trading and mining multinational under our microscope but, ultimately, passed on taking any sort of position. This is why. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Robust Bank Story – How far down the road to recovery are Lloyds and RBS?

Believe it or not, there was once a time when you could make an upbeat comment about a UK bank and people would not bat an eye yet in recent years, of course, it is considered deeply unfashionable to do so. Mind you, such a charge is only ever going to encourage us here on The Value Perspective so let’s now be positive about a UK bank – in fact, let’s be positive about two. more...

Investment Webconfrence for Financial Adviser and Paraplanners - The potential for sustainable income in an ever-changing environment Schroder Global Multi-Asset Income Fund webconference

16 SEPTEMBER 2015 4:00 pm (BST) Iain Cunningham, Fund Manager Iain will give an overview of the Schroder Global Multi-Asset Income Fund, explaining the role it can play in delivering sustainable income. He will also provide insight on the current market environment, touching on credit cycle dynamics, China's exogenous shock and the attractiveness of high dividend equities. more...

Investment News for Financial Advisers and Paraplanners - Schroders Live: Short-term volatility: long - term views

During the latest Schroders Live, Wolfgang Munchau, FT Associate Editor, led a lively discussion with a panel of Schroders’ senior investors. A variety of topics were covered. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Seeking income: Exploring Europe's dividend culture

With investors increasingly turning their attention to income-generating equities, we explore some features of income investing in Europe as well as current opportunities. more...

Investment News for Financial Advisers and Paraplanners - Schroders: 60 seconds with Marcus Brookes on the end of China’s longest bull market

The Chinese stockmarket has been hit by a significant correction after a meteoric rise. Marcus Brookes, Head of Multi-Manager, takes a look at what triggered the gains and the subsequent weakness. more...

Investment News for Financial Advisers and Paraplanners - Schroders: 10 years at the top

The Schroder UK Alpha Income Fund has celebrated its ten year anniversary with top quartile performance over this period. The fund, managed by AAA-rated** Matt Hudson since launch, aims to provide capital growth and income, investing in shares of UK companies. The fund employs the business cycle approach, where selection is driven by the understanding that specific stocks are most likely to outperform at a given stage of the business cycle. Therefore, whether in a period of slowdown, recession, recovery or expansion, the fund is well positioned to capture the best opportunities available. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Power struggle - Oil companies may look cheap but there are some very good reasons for that

“If you are long commodities, you are short human innovation” may have been first suggested as an idea some five years ago by the then Société Générale strategist Dylan Grice but it has become something of mantra here on The Value Perspective as we strive to make some sense of valuations in the oil sector. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Market farces - Benchmarks may have their uses but gauging portfolio risk is not one of them

Here on The Value Perspective, we have nothing against market indices in themselves but we do worry about how investors sometimes use them. Say you wanted to measure the relative returns on your investments over a suitably long time period, then please – benchmark away. But if you were planning to use an index as a way of gauging risk on your portfolio, here is why you should think again. more...

Investment News for Financial Advisers and Paraplanners - Schroders:The Jellybean Trilogy (Part IV) – How academic research can be as flawed as this title

Here on The Value Perspective, we consider ourselves no slouches when it comes to poking fun at poor medical research (Jellybean Trilogy I, say), poor financial research (Jellybean Trilogy II) and poor statistical science ( Jellybean Trilogy III) – not to mention the unquestioning way the media can lap up so-called academic studies. Compared with John Bohannon, however, it appears we are mere amateurs. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Greece faces the abyss

The Greek crisis is reaching a crescendo and the final "in or out" referendum this weekend has potentially huge and lasting repercussions. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Left smarting – Smart beta products may not make bad decisions but they do facilitate them

But guns don’t kill people, people do’ is a line less likely to settle an argument than provoke further discussion and yet it is not impossible to imagine an advocate of so-called ‘smart beta’ investments – strategies that try to build on simple index-tracking products by focusing in on a specific factor, such as growth, momentum or value – using a similar refrain. more...

Investments News for Financial Advisers and Paraplanners - Schroders: Merger mystery II - How happy should its investors be that Intel is back on the M&A trail?

Intel has been back in the merger and acquisition (M&A) headlines. The world’s largest manufacturer of computer chips – which featured prominently among the highly-acquisitive businesses catalogued in the Empirical Research Partners work we discussed in Merger mystery – has agreed to buy programmable processor manufacturer Altera for $16.7bn (£10.8bn). more...

Investment News for Financial Advisers and Paraplanners - Schroders: Quarter pounder - Just who benefits from the modern-day insistence on quarterly reporting?

From time to time – last month and last October being two examples – the Lex column in the Financial Times will train its intellectual artillery on quarterly projections and other aspects of corporate reporting. more...

Investment News for Financial Advisers and Paraplanners - Schroders: On the loose – What sort of approaches are best suited to finding and interpreting information?

Investment – in common with so much of what human beings do every day – involves gathering and processing information in order to reach decisions. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Iron deficiency - Why do analysts so rarely drop their long-term commodity price forecasts?

When valuing a mining business, there are plenty of important elements, such as costs and margins, to factor into your calculations but clearly the most important consideration by far is the value of whatever it is the company is taking out of the ground. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Merger mystery – If one M&A deal will often destroy value, why would businesses rack up 20?

Here on The Value Perspective we never cease to be amazed at the enthusiasm with which companies embark upon mergers and acquisitions in the face of all the evidence such deals tend, on average, not to create value but destroy it. more...

Investment News for Financial Advisers and Paraplanners - Schroders: 60 seconds with Matt Hudson

Matt Hudson, Head of Pan-European Business Cycle, explains the shift we are beginning to see in equity markets to focus on companies with interesting valuations and the potential to offer good yields and dividend growth. more...

Investment News for Financial Advisers and Paraplanners - Schroders: 5 Key themes shaping the global economy

Chief Economist Keith Wade sees five key themes shaping the macroeconomic landscape and supporting risk assets over the next year. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Company men

Anxiety, introspection and self-doubt are not emotional states you would normally associate with private equity, but the sector really does appear to be going through a period of soul-searching. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Dotty valuation – Buy US equities now and you could be locking into historically poor returns

Anxiety, introspection and self-doubt are not emotional states you would normally associate with private equity – quite the opposite, in fact – but the sector really does appear to be going through a period of soul-searching. Interestingly, one remedy now being prescribed for its ills echoes the thinking of two of The Value Perspective’s heroes – at either side of gap of more than 60 years. more...

Investment news for Financial Advisers and Paraplanners - Schroders Live, 19 May 2015

During the latest Schroders Live, Keith Wade, Chief Economist, and Simon Webber, Lead Portfolio Manager, Global and International Equities. more...

Investment Event for Financial Advisers and Paraplanners - Register now: Schroders Economic Live, 19 May 2015

We are delighted to invite you to Schroders Live, our quarterly, interactive and live debate, where we discuss the latest macro-economic issues, giving you the chance to pose questions to our panelists. more...

Investment News for Financial Advisers and Paraplanners - Schroders Economic & Strategy Viewpoint - April 2015

We now see five key themes shaping the macroeconomic landscape over the next year. In our view these are supportive of risk assets as economic growth improves, inflation stays low and liquidity remains strong. more...

Investment Webconferences for Financial Advisers and Paraplanners - Schroders webconferences in May

Investment Webconfrences: Schroder UK Growth Fund plc Schroder Strategic Bond Fund Schroder Tokyo Fund Schroder US Mid Cap Fund more...

Investment news for Financial Advisers and Paraplanners - Schroders: The impact of climate change on investing

Head of Responsible Investment, Rick Stathers, asks three questions about how climate change may affect your investments. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Three reasons why European earnings look set for strong recovery

With the first quarter earnings season now underway in Europe, fund manager James Sym explains why he expects strong corporate earnings growth in the region this year. more...

Investment news for financial advisers and Paraplanners - Schroders: The FTSE 100's evolution since its 1999 peak

It has been nearly a decade since Hikma Pharmaceutical joined the main market of the LSE, but its entry into the FTSE 100 on Monday reflects the shifting fortunes of businesses in the post credit-crisis era and the changing face of the UK's benchmark index. more...

Investment Webinar for Financial Advisers and Paraplanners - Schroder GAIA Sirios US Equity

The fund is a fundamental equity long-short fund, which focuses on mid to large cap equities primarily in the US, but also has exposure to Europe and Asia. John Brennan, fund manager, will reflect on Q1 and discuss market outlook. more...

Retirement News for Financial Advisers and Paraplanners - Schroders: Picture the perfect retirement

I am sure you have had many conversations with your clients about the imminent changes to pension rules and their impact on retirement financial planning. more...

Investment News for Financial Advisers and Paraplanners - Look to financial and consumer cyclicals for best opportunities in high yield says Schroders Michael Scott

The high yield universe has a number of value opportunities specifically in sterling credit, financials and consumer cyclicals, according to Michael Scott, Manager of the Schroder Monthly High Income Fund. more...

Retirement update for Financial Advisers and Paraplanners - Picture the perfect retirement for the chance to win a dream holiday with Schroders

The new Schroder Global Multi-Asset Income Fund is designed to meet the needs of the newly empowered generation approaching retirement. more...

Investment News for financial advisers and paraplanners - Schroders Quickview: QE to provide welcome eurozone boost

As the European Central Bank joins the club by announcing its quantitative easing programme, Azad Zangana and Rory Bateman assess its potential economic and stockmarket impact. more...

Investment News for financial advisers and paraplanners - Schroders: Swiss volatility creating opportunities

Stefan Frischknecht, Swiss Equities Fund Manager, explains what effect the appreciation of the Swiss franc has had on the equity market so far and how the team is seeking bottom-up opportunities to exploit the market volatility. more...

Investment News for Financial advisers - Schroders Outlooks 2015

Schroders' fund managers reflect on 2014 and give their outlooks for 2015 across global markets and asset classes. more...

Investment news for advisers - Schroders adviser newsletter - Join us on the road in January

Schroders' fund managers and experts reflect on 2014 and give their outlooks for 2015 across global markets and asset classes. more...

Investment News for Advisers - Joint Investment Forum: What’s in store for 2015?

Register now for the Joint Investment Forum in January 2015 more...

Investment News for Advisers - Schroders 2015 outlook web conference

2015 will be a crucial year for a number of countries and markets. more...

investment News for Financial Advisers - Schroders Outlooks 2015

Schroders' fund managers reflect on 2014 and give their outlooks for 2015 across global markets and asset classes. more...

Webcasts for Financial Advisers - Schroders webconferences in December

Global Outlook - 2015: A diverging world 2015 will be a crucial year for a number of countries and markets. more...

Investment News for Financial Advisers - Schroders launches Global Multi-Asset Fund for UK investors

Schroders is launching a global multi-asset income fund to offer more flexibility and choice for those investors seeking income as they approach and go into retirement. more...

Investment news for financial advisers - Schroders Quickview: Bank of Japan picks up QE baton

We look into the details and the likely impact of today’s announcement by the Bank of Japan that it is to expand its asset purchase programme from JPY60 – 70 trillion to JPY80 trillion a year. more...

Investment News for advisers - Schroders bolsters Global and International Equities

Following a review of the current investment philosophy, process and structure, Schroders’ Head of Global and International Equities, Alex Tedder, has made a number of improvements. more...

Investment event for financial advisers - Introducing Schroders '60 seconds with…' videos

Schroders are producing '60 seconds with...' – a new series of short videos with fund managers and other key Schroders specialists, discussing current news points, industry themes and developments within their areas of expertise. more...

Investment news for financial advisers - Schroders: Time to Vote: One week to decide the future of the union

On Thursday 18 September, Scotland will decide whether it wants a divorce from its political union with the rest of the UK, and concern is growing about the possible outcome. more...

Investment Event for advisers and paraplanners - Schroders Q&A Roadshow 2014 ­ meet some of our top fund managers

Don’t miss the opportunity to meet some of our top fund managers including Julie Dean, Andrew Rose, Marcus Brookes and Steve Cordell. more...

Investment news for financial advisers - Schroders launches QEP Global Emerging Markets Fund for UK investors

Schroders is launching an onshore version of the Schroder ISF[1] QEP Global Emerging Markets in order to make the existing strategy more widely available to UK retail investors. more...

Investment news for financial adviser and paraplanners - Schroders Quickview: Low eurozone inflation increases pressure on ECB to act

Eurozone annual inflation has fallen to 0.5% in May, down from 0.7% the previous month. more...

investment news for advisers and Paraplaners - Schroders Quickview: Data shows Japan is on the right track

Today saw further evidence of Japan’s improving economic trend and its progress in combating deflation with some encouraging inflation readings and employment data. more...