Articles archive
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Fund Focus - Credit Securities
15 March 2012
Mihkel Kase, Portfolio Manager - Fixed Income, talks about the prospects for credit markets and how they are being impacted by developments in Europe and the USA and positioning of the Schroder Credit Securities Fund.
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Covered bonds - what's all the fuss about?
12 March 2012
Peter Fullerton, Senior Credit Analyst - Fixed Income, discusses the investment issues around the recent issuance of covered bonds by Australian banks.
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Band-aids to the rescue
9 March 2012
Martin Conlon, Head of Australian Equities, reviews the recent market rallies and provides views on why he believes risk in equities markets remains elevated.
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Fund Focus - Schroder Australian Equities
12 January 2012
Martin Conlon, Head of Australian Equities, discusses how global events are impacting the Australian economy and Australian businesses in addition to his views on finding value and opportunity in the sharemarket.
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Australian Equities: clearing up after the train wreck
10 January 2012
Martin Conlon, Schroders' Head of Australian Equities, explores the pain of deleveraging for both governments, corporations and investors.
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Fund Focus - Credit Securities
20 December 2011
An interview with Mik Kase, Portfolio Manager of the Schroder Credit Securities Fund, discussing the impact of the sovereign debt crisis on credit markets, current positioning and outlook for the Fund.
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All I want for Christmas...
12 December 2011
Andrew Fleming, Deputy Head of Australian Equities, reviews the global market quandary, his wish list for 2012 and the implications for positioning of Schroders' Australian equity portfolios.
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Fund Focus - Real Return
16 November 2011
With a three year performance track record, Simon Doyle, Head of Fixed Income and Multi-Asset, looks at how the Real Return strategy is performing, how it is positioned and how it is being used by advisers.
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Shuffling the deck chairs…
5 November 2011
Martin Conlon, Head of Australian Equities discusses the current market anxiety resulting from the European sovereign debt crises and whether adding more liquidity is really a solution?
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The Festival of Dangerous Ideas
10 October 2011
Andrew Fleming, Schroders' Deputy Head of Australian Equities, explores the pain of deleveraging for both governments, corporations and investors.
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Navigating fixed income markets: what's driving our thinking
15 September 2011
Simon Doyle, Head of Fixed Income and Multi-Asset, looks at how concerns about global economic conditions are impacting fixed income markets and our response in positioning portfolios.
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Honesty is the best policy
7 September 2011
Martin Conlon, Head of Australian Equities, discusses current market anxiety and confusion and the need for honesty, simplicity and productive investing.
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Rediscovering credit (or overcoming middle child syndrome)
15 August 2011
Mihkel Kase, Portfolio Manager, Fixed Income looks at credit, an overlooked and under-appreciated asset class and highlights the opportunities it presents in a well constructed investment portfolio.
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A perspective on markets and how to navigate them
12 August 2011
by Simon Doyle, Head of Fxed Income and Multi-Asset
Simon looks beyond the downgrade of the US government's credit rating and suspected insolvency of various European unions and how to approach investing in this environment. -
Same issues, same results
12 August 2011
by Andrew Fleming, Deputy Head of Australian Equities
Andrew discusses the market impact of slowing growth rates in the developed world, issues of productivity growth and a financial system that clearly needs further recapitalisation.
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Simplifying the miasma
8 July 2011
by Martin Conlon, Head of Australian Equites
Martin presents a simplified economic summary of business, governments and ivnestment activity over the past 20 years. -
What is the best method of gaining exposure to emerging markets? Exploding the myths
30 June 2011
by Alan Conway, Head of Global Emerging Market Equities
Alan addresses 5 myths about the best method of gaining exposure to Emerging Markets.
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Greece is the word
16 June 2011
by Andrew Fleming, Deputy Head of Australian Equities
Andrew discusses the impact of a range of macro factors on the Australian share market performance including the sovereign debt crisis in Greece.
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Fund Focus - Australian Equities
19 May 2011
by Martin Conlon, Head of Australian Equities.
Martin discusses the changing nature of the Australian economy and its impact on businesses and companies as well as Schroder Australian equity portfolios.
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Fund Focus - Australian Smaller Companies
14 May 2011
by David Wanis, Portfolio Manager for the Schroder Australian Smaller Companies Fund.
David talks about investing in smaller companies and the positioning of the Fund.
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The end of the 30 year miracle
10 May 2011
by Andrew Fleming, Deputy Head of Australian Equities
Andrew discusses macro factors that are impacting the markets perceptions of sustainability going forward.
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The hidden costs of cheap money
20 April 2011
by Martin Conlon, Schroders' Head of Australian Equities
Martin discusses the impact of excessive fiscal stimulus and the hidden costs of cheap money on major economies including Australia.
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Fund Focus: Fixed Income
11 March 2011
An interview with Simon Doyle, Head of Fixed Income and Multi-Asset
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Too much of a good thing
7 March 2011
by Andrew Fleming, Deputy Head of Australian Equities
Andrew discusses the major themes affecting the Australian market and investor reluctance to factor in the possibility of a bubble.
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Fund Focus: Credit Securities
7 February 2011
An interview with Mihkel Kase, Fund Manager, Fixed Income
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Shifting back towards equilibrium
25 January 2011
by Martin Conlon, Head of Australian Equities
Cycles are a matter of certainty for markets. A number of cycles, including interest rates, unemployment, house prices, commodity prices and the A$ will be crucial for the Australian market and sectors within it. Martin Conlon discussed the extreme levels at which Australian is currently positioned in many of these cycles and why investors should be attentive.
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2011 - A bumpy road ahead
25 January 2011
by Simon Doyle, Head of Fixed Income and Multi-Asset
Key economies and markets remain uncertain. Simon Doyle, Head of Fixed Income and Multi-Asset outlines 4 key challenges for investors in 2011 and discusses the implications and opportunities for investment.
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Australian Equities - thirsty for good news
1 December 2010
Markets are confused and fatigued coming into the end of the year. Andrew Fleming, Deputy Head of Australian Equities, discusses the major themes affecting Australian markets and 'investors' thirst for positive news giving rise to a rally.
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Don't bet your money on this prize fight
29 October 2010
by Martin Conlon, Head of Australian Equities
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Fund Focus - Schroder Australian Smaller Companies Fund
31 August 2010
An interview with David Wanis, Fund Manager, Australian Smaller Companies
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Banks, debt, stress and anxiety
31 August 2010
by Andrew Fleming, Deputy Head of Australian Equities
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Fund Focus - Schroder Balanced Fund
30 June 2010
An interview with Simon Doyle, Head of Fixed Income and Multi-Asset
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Fund Focus: Schroder Global Emerging Markets Fund
3 May 2010
An interview with Allan Conway, Head of Emerging Market Equities
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Fund Focus: Schroder Fixed Income Fund
19 April 2010
An interview with Simon Doyle, Head of Fixed Income
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Fund Focus: Schroder Hybrid Securities Fund
16 March 2010
An interview with Mihkel Kase, Portfolio Manager for the Schroder Hybrid Securities
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Fund Focus: Schroder Global Active Value Fund
15 March 2010
An interview with Justin Abercrombie, Global Head of QEP
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Australian equities – what happened to the exalted optimism?
12 February 2010
by Andrew Fleming, Senior Portfolio Manager - Australian Equities
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Schroders TalkingPoint : Where will the growth come from?
12 February 2010
by Keith Wade, Chief Economist
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Australian equities – don't discount the unexpected
8 January 2010
by Marin Conlon, Head of Australian Equities
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2010: A year in emerging markets
1 December 2009
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Schroders Talking Point: Investing in Australian smaller companies
17 November 2009
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Schroders Talking Point: I can see clearly now
6 October 2009
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Schroders Talking Point: Inflation Hedging
21 September 2009
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Schroders Taking Stock: Australian Equities
6 July 2009
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Schroders Talking Point: Global Emerging Markets
3 July 2009
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Deconstructing the 'time in the market' mantra
14 May 2009
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Global Active Value - positioned for recovery
30 April 2009
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Alternatives to cash
20 April 2009
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Schroders Talking Point: Fortune favours the brave
9 February 2009
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Global Active Value fund update
19 December 2008
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Australian equities: outlook 2009
17 December 2008
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2009: A year in Emerging Markets
10 December 2008
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Exceptional opportunities in hybrids
9 December 2008
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Fundamental risk in small caps
5 November 2008
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Emerging Markets in the Credit Crunch
28 October 2008
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Middle East update
28 October 2008
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Ken Lambden - Standing back from the turmoil
14 October 2008