Schroders

Investment Management
Stagflation fears are rising – what could it mean for equities?
The Iran energy shock has increased stagflation concerns, but equities may not behave the way investors expect.
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Investment Management
Why (not) over-reacting to geopolitical shocks matters
Moving out of stocks during volatility can be costly.
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Investment Management
The growing role of private markets in portfolio resilience
Amid continued macroeconomic and geopolitical volatility, private markets benefit from both cyclical and structural tailwinds that allow them to play a key role in diversified, resilient portfolios
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Investment Management
Why 2026 could favour active bond strategies
Julien Houdain and Lisa Hornby examine central bank policy divergence, inflation risks, valuation dynamics and emerging opportunities across global fixed income markets.
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Investment Management
Robust earnings and ongoing tech investment may continue to support global equities
Alex Tedder examines reasons for optimism, even amid elevated valuations.
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Financial Advice
Unlocking diversification in model portfolios: The Schroder Alternative Portfolio
Portfolio manager Ryan Paterson explores how the Schroder Alternative Portfolio is helping investors achieve greater resilience and diversification through a disciplined, multi-manager approach.
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Financial Advice
The benefits of using liquid alternatives in portfolio construction
Ryan Paterson, Portfolio Manager at Schroder Investment Solutions, explores how liquid alternatives can enhance diversification, improve resilience, and open up opportunities beyond traditional markets....
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Investment Management
Investment Talks....2025: Optimism, disruption, and Trump 2.0
Join us shortly after the new president’s inauguration to dissect the outlook for corporates, the impact on valuations and the opportunities – and risks – investors need to be aware of in 2025.
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Pensions
Will private markets unlock better returns for DC schemes?
As an increasing number of DC schemes are considering private markets, but there is also a need to understand how these investments can deliver net-of-fee returns and align with long-term goals. Are...
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Investment Management
Private markets are opening new avenues for diversification, but what is the best way to access them?
Tune into the new Private markets: Uncovered podcast, where we discuss investor access to private markets; the appeal of the asset class in 2024, and the importance of due diligence…. Watch or listen...
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Pensions
How does impact fit into an institutional portfolio?
Sifting through the different interpretations.
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Pensions
Q&A: What it takes for private markets to really solve your problems
Increasing complexity requires a nuanced approach.
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