Articles
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Faster, better, cheaper...
7 June 2013
Marcus Burns, Senior Portfolio Manager - Australian Smaller Companies, explores the notion of continuous improvement and its application to successful investing in smaller companies.
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It's the valuations, stupid
5 June 2013
Andrew Fleming, Deputy Head of Australian Equities, questions the zigzag nature of the Australian equities market and the ultimate driver of returns.
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Planes, trains and automobiles
13 May 2013
Alicia Low, Senior Credit Analyst - Fixed Income, discusses the merits of infrastructure from an investment perspective and how to access opportunities.
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No time for complacency
10 May 2013
Martin Conlon reviews the investing landscape specifically discussing the likely impact of further quantitative easing and decides its no time for complacency.
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Fund Focus - Fixed Income
17 April 2013
Simon Doyle, Head of Fixed Income and Multi-Asset, talks about his views on domestic and global debt markets and the portfolio positioning for the Schroder Fixed Income Fund.
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Autumn falls
15 April 2013
Andrew Fleming, Deputy Head of Australian Equities, looks at the headwinds for both multiples and earnings and the impact on market performance as well as implications for portfolio positioning.
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Building castles in the air
8 March 2013
Martin Conlon, Head of Australian Equities, explores the dichotomy between the current enthusiasm for equities and the fundamentals and structures of economies.
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Delivering to the rhetoric
18 February 2013
Andrew Fleming, Deputy Head of Australian Equities, discusses great re-rate in equity markets.
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Small Talk: Price is what you pay, value is what you get
11 February 2013
Marcus Burns, Senior Portfolio Manager, Australian Smaller Companies, considers spending today versus investing for the future and revisits the power of compounding.
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Lessons learned from the grotesquely complicated
29 January 2013
Peter Fullerton, Senior Credit Analyst, discusses the issues surrounding analysis of excessively complex securities and high associated risks.
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Hybrid securities: has the leopard changed its spots?
18 January 2013
Stuart Gray, Head of Credit and Fund Manager - Fixed Income, examines the evolution of hybrid securities, in particular, highlighting how recent issuance has become more equity-like.
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Credit where credit is due
17 January 2013
Chris Durack, Head of Distribution and Product, and Oliver Trusler, Investment Specialist, explore the potential of credit securities to deliver income and capital growth greater than that offered by term deposits.
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Living in Cloud Cuckoo Land
4 January 2013
Martin Conlon, Head of Australian Equities challenges a number of assumptions adopted by investors over many years.
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Acquisitions and the destruction of value
7 December 2012
Marcus Burns, Senior Portfolio Manager - Smaller Companies, takes a critical look at acquisitions and the negative impact they can have on a company and its shareholders.
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It must be Christmas
7 December 2012
Andrew Fleming, Schroders' Deputy Head of Australian Equities, questions the current bouyancy of equity markets and examines a number of trends he is observing in the Australian market.
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Small caps: "The manifestations of leverage"
20 November 2012
David Wanis, Senior Portfolio Manager - Smaller Companies, explores the impact on Small Cap stocks of central bank policies aimed at deleveraging economies from unprecedented levels.
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Australian equities - "When does safety become risky?"
20 November 2012
Martin Conlon, Schroders' Head of Australian Equities, discusses how policies of financial repression are exerting mounting pressure on Australian investment opportunities.
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The Lollapalooza effect
8 October 2012
Marcus Burns, Senior Portfolio Manager, Australian Equities examines the dramatic impact of the internet on real world business.
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If I were you I wouldnt be starting from here
8 October 2012
Andrew Fleming, Deputy Head of Australian Equities examines a number of distortions occuring in global markets and the risks and opportunities presented in determining a sustainable level of earnings.
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Article: "The outlook for the Australian economy"
12 September 2012
Simon Stevenson, Head of Strategy - Multi-Asset, examines potential areas of vulnerability in the Australian economy including the housing market, underlying debt levels, the mining investment boom and the terms of trade.
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Fund Focus interview: Schroder Fixed Income Fund
12 September 2012
Kellie Wood, Fund Manager - Fixed Income, discusses fixed income markets providing her views on domestic and global credit and bond markets and the positioning of the Schroder Fixed Income Fund.
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Australian equities - "It was ever thus"
10 September 2012
Martin Conlon, Schroders' Head of Australian Equities, provides the sceptics view of behaviour of both investors and companies when it comes to forecasting.
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Smaller Companies: 'Portfolio construction - the case for Small Caps'
4 September 2012
David Wanis, Senior Portfolio Manager - Smaller Companies, presents analysis showing big payoffs in return for incremental risk when actively managed Australian small cap and micro cap funds are blended with large cap funds.
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Change is the only constant
15 August 2012
David Wanis, Senior Portfolio Manager - Australian Equities, looks at significant advances in science and technology that are being commercialised with potential to become future game changers.
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Faster, higher, stronger...
7 August 2012
In the wake of the Olympics, Andrew Fleming, Schroders' Deputy Head of Australian Equities, discusses the performance of Australian listed companies.
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Detecting the spark in utility investments
9 July 2012
Alicia Low, Senior Credit Analyst, reviews the range of Australian electricity investments and important considerations for determining investment potential.
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This isn't Neverland
5 July 2012
Martin Conlon, Schroders' Head of Australian Equities discusses the impact of government intervention on markets and the challenges for equity investing.
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Defensive, but expensive?
4 July 2012
David Wanis, Senior Portfolio Manager, challenges the future earnings expectations of defensives and presents a case for cautious investing in select cyclicals.
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Capacity for poor returns
5 June 2012
Andrew Fleming, Deputy Head of Australian Equities, explores issues of excess capacity in both the financial system and businesses and how it's impacting investment returns.
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Don't throw the baby out with the bath water
4 June 2012
With yields on Government bonds at historic lows, Simon Doyle, Head of Fixed Income and Multi-Asset, argues why they shouldn't be completely removed from portfolios.
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New hybrid issues...the devil's in the detail
17 May 2012
Mihkel Kase, Portfolio Manager - Fixed Income, reviews recent hybrid issuances and why it pays to understand what you are buying.
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In search of sustainability
15 May 2012
Martin Conlon, Schroders' Head of Australian Equities, explores issues of intervention and sustainability from the perspective of governments, markets and stocks.
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If it's not yet alright, then it's not yet the end
13 April 2012
Andrew Fleming, Deputy Head of Australian Equities discusses the apparent rallies in markets and why he takes a more circumspect views on economic growth.
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Term deposits...not the only story in town
12 April 2012
Peter Fullteron, Senior Credit Analyst, reviews a range of investment opportunities in banks yielding more than term deposits.