We are a leading provider of active asset management, advisory and wealth management. Recognised as a leader in sustainability. Few investment managers can match the combination of capabilities and global reach that we offer. We are responsible for over £777 billion (as at 30.06.2025) of assets for our clients and we operate in 38 locations with over 5,800 employees.
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Schroder Investment Solutions offers a series of low-cost and risk mapped model portfolios and multi-asset funds. Our solutions range is designed to help you deliver a breadth of good value solutions that meet your clients’ investment needs. We’ve supported financial advisers for over a decade to help deliver the outcomes their clients are seeking and we manage over £7.4bn (as at 31.01.26) across our range of solutions.
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A look back at markets in Q3, which saw commodities perform strongly amid higher energy prices.The quarter in summary: The third quarter was marked by rising inflationary pressure amid renewed conflict in the Middle East which pushed energy prices higher once more. Commodities performed well. Developed market equities gained although emerging market equities fell slightly. […]
In the second part of our analysis of November’s upcoming midterm elections, we look at how outcomes might impact US debt and thus the markets’ response to US assets and the dollar. Our earlier paper assessed the likelihood of Democrats retaking not only the House of Representatives but also the Senate. In any view, we see a […]
Subjecting agentic AI to an equivalent of the Financial Conduct Authority’s existing rulebook could deprive millions of investors of valuable help. Many of us already use AI assistants to help us make smarter decisions. Apps search for information, explain things and make recommendations. The next step for many will be to let these tools, or […]
In this quarter’s CIO Lens, our investment experts discuss positioning across public and private markets in a world of rising risks. Johanna Kyrklund, Group Chief Investment Officer, discusses the challenge posed to equities by rising bond yields: For the past few years, I’ve encouraged everyone to ignore the headlines and focus on the medium-term trends. […]
Macroeconomic forces have typically mattered more for markets than the midterms. Yet the fiscal fights, sector scrutiny and trade tensions that follow Donald Trump’s midterm elections in November 2026 could shape market outcomes long after the votes have been counted – especially if the Democrats make significant gains. Midterm elections are usually seen as a […]
The effects of climate change are becoming stark and the economic costs are rising. While most investor focus has been on the risks those changes pose to companies and assets, investment in solutions to mitigate that impact will become increasingly important, and will present opportunities to forward-looking investors.It would be easy to treat adaptation as […]
We have struggled throughout the year to decouple short-term interest rate expectations from moves in global energy markets and this month has been no different. The last month has been a difficult one for fixed income markets. A potent cocktail for weakness in global bonds has been created by the recent upward move in energy […]
Schroders has spent decades developing a successful model to spot early warning signs of a debt crisis in emerging markets. Here the same analysis is applied to the US.Upward pressures on US Treasury yields have intensified, although the repricing has remained orderly so far. We continue to assess the risk that these pressures could develop […]
The benign growth backdrop continues and we see little likelihood of a US recession, but the risks around our central scenario have increased and are becoming more correlated. The growth backdrop continues to be benign: we see low risk of recession in the United States and corporate earnings momentum remains supportive of our positive view […]
Active ETFs are not a separate asset class. They are a way of accessing investment strategies. Our research suggests investors are increasingly focused not on whether active ETFs have a role in portfolios, but on what role they can perform. Investors often ask where active ETFs fit within a portfolio. The answer depends less on […]
What is the outlook for equity returns relative to bonds? Big question for investors: by how much do you expect equities to outperform government bonds over the long-run?
Our latest infographic highlights our US interest rate forecasts and asks what happens if the Fed loses credibility.
A flexible, inflation-aware approach for clients facing more uncertain markets.For many clients, the investment challenge has become more complex. It is no longer just about growing wealth when markets are rising. It is also about retaining that wealth in less stable conditions, particularly on an inflation-adjusted basis. This is especially important for clients approaching retirement, […]
As global markets become more concentrated, investors may need to look beneath fund labels to understand what is really driving their portfolio risk. This article was first published on Trustnet. Owning a global equity fund – or several different funds – can feel like diversification. But beneath the labels, investors may be making much bigger […]
The combination of resilient global growth and robust corporate earnings, as evidenced by second-quarter earnings, continues to support our constructive stance on cyclical assets, particularly equities. Following the strong rally since the second half of July, we acknowledge that market expectations have now moved into extended territory. However, in the absence of any meaningful deterioration […]
Asia’s growth story runs far wider than AI – three high-conviction examples from SDP When talking with investors about Asia today, the conversation frequently turns quickly to technology. Artificial intelligence (AI), semiconductors and the companies building the infrastructure behind them dominate the discussion – and with good reason. Asia sits at the heart of the […]
The August 2026 edition of the Schroders Equity Lens is now available: Schroders Equity Lens Summary:
In a market defined by uncertainty and concentration, not all multi-asset funds are built the same. Discover what advisers should be demanding from managers in 2026 and why active management matters more than ever. Why multi-asset matters more now Multi-asset funds have long been a cornerstone of adviser portfolios, but today their role is being […]
Despite heightened geopolitical uncertainty and elevated financing costs, repriced valuations and resilient occupier markets continue to create compelling long-term opportunities in UK real estate. Economic backdrop Shifting outlook The Middle East conflict continues to weigh on the UK macroeconomic outlook, primarily through its effect on energy prices, inflation expectations, and economic confidence. Although the initial […]
Investors see stagflation – periods of high inflation and low growth – as generally negative. But historic data highlights potential opportunities by sector and region. On the back of soaring energy prices, fears are rising that the global economy could be heading in a stagflationary direction – one where economic growth is weak and inflation […]
Recent US labour market strength suggests a low recession risk, while supportive growth and earnings momentum keep us constructive on equities despite inflation risks. As in previous months, we continue to see a low risk of recession in the United States given the underlying strength of the labour market. Risks still lean towards inflation being […]
In this quarter's CIO Lens, our investment experts highlight why resilience and genuine diversification matter as market concentration builds around AI, even with Middle East tensions easing.
A market rotation, and how to respond to stagflation concerns.
Our latest forecasts for absolute returns from 2026-2035 for various asset classes including cash, equities, fixed income and commodities.
Fixed income still belongs in a multi-asset portfolio. But what we are asking it to do has changed, and how we manage it must change with it.
A look back at markets in Q2, when AI-related stocks powered ahead and the conflict in the Middle East de-escalated.
Recent US labour market data supports our view that there is a low risk of a US recession, and our positive view of equities continues to be supported by earnings.
June 2026 update: With a resolution in the Middle East now looking more likely, we take a look at how bond markets may react once the focus moves away from geopolitics.
The UK's intractable problems mean it will be difficult for a new PM and Chancellor to invest for growth and maintain market confidence.
Normalising interest rates, among other factors, signpost a strengthening of the yen over the medium and longer term.
In a more volatile world, capital growth has ceased to be investors’ top priority, according to Schroders Global Investor Insights Survey 2026. Instead, equities must play a part in achieving greater diversification and downside protection.
As more investors incorporate active ETFs in their portfolio, several recurring claims keep surfacing that don’t fully hold up in practice.
When valuations are at current high levels, the case for equities hinges strongly on earnings.
Why investors may be better served by deliberate diversification and flexibility than waiting for certainty in today’s unsettled markets.
The rise of US technology mega-caps has led to the US stockmarket dwarfing the markets of other countries. Several of the largest US companies each have individual values which are comparable with – or bigger than – the total value of the entire stockmarkets of other countries such as the UK or Japan.
Insights from our latest Adviser Pulse Survey show how firms are navigating higher volatility through resilient portfolios, broader diversification, and greater focus on tax and estate planning advice.
A look back at markets in May when corporate earnings and optimism over AI powered equity markets higher.
What’s better, property or pension? Many people in the UK would argue property. That’s one reason why study after study shows Brits don’t have a stock market investing culture. We’re property-mad.
Stagflationary risks have increased following disruption in the Middle East, but resilient earnings momentum keeps us constructive on equities.
Our latest infographic highlights our new growth and inflation forecasts, and considers different scenarios for oil prices.
Spreads are once again back at exceptionally tight levels.
Earnings are soaring, and Taiwan’s index weight overtakes China’s.
In an era of higher inflation and tighter monetary policy, investors are reassessing portfolio income – including whether it can keep pace with rising prices. Private real estate should increasingly form part of that conversation.
Rather than focusing on daily headlines and social media posts, investors need to view geopolitical shifts in a broader context.
Whatever the longer-term outcome in the Middle East, inflation is set to rise around the world. But interest rates are unlikely to follow.
Earnings are soaring, and Taiwan’s index weight overtakes China’s.
Rather than focusing on daily headlines and social media posts, investors need to view geopolitical shifts in a broader context.
An overview of global markets in April, as equities staged a strong recovery with Asian emerging markets leading the way.
Our latest multi-asset perspectives highlight why active diversification matters now and how our multi-asset solutions are built to adapt as market conditions evolve.
In highly volatile markets the pressure to act can be overwhelming. A disciplined investment process helps resist costly reactions.
We remain positive on equities, but the disruption to energy supplies caused by the Middle East conflict may persist longer than originally thought.
Markets are edging out of the fog of war, but the path forward remains uneven. As geopolitical risks begin to ease, find out how we’re preparing for a post-resolution investment landscape.
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