Newsletter
| Published Date | List Of Documents |
|---|---|
| 14/08/2008 | Schroders Multi-Manager Monthly Newsletter - July 2008 (128 KB)
June proved to be a difficult month for global equity markets as it became clear that the credit crunch was starting to impact the real economy. Banks were amongst the worst hit as investors speculated about further write-downs. |
| 08/07/2008 | Schroders Multi-Manager Monthly Newsletter - June 2008 (258 KB)
Although it may not have felt like it at times, on reflection May was arguably the calmest period in financial markets for some time. In many respects, it was also a month of “two halves”. |
| 10/06/2008 | Schroders Multi-Manager Monthly Newsletter - May 2008 (297 KB)
The tone of the market changed significantly in April. Riskier asset classes – such as equities and high yield debt – recovered some lost ground, whilst ‘safer’ investment classes – such as government bonds – fell. |
| 12/05/2008 | Schroders Multi-Manager Monthly Newsletter - April 2008 (81 KB)
In many ways March proved to be a microcosm of the year so far. Equity and bond market volatility continued whilst economic news flow remained discouraging with further signs of weakness, most obviously in the US. Tensions in the credit markets persisted, with spreads continuing to widen on technical selling pressure and fears of an increase in defaults. In equities, the MSCI World Index delivered –0.9% (in US dollar terms). |
| 25/04/2008 | Schroders Multi-Manager Monthly Newsletter - March 2008 (79 KB)
Equity and bond markets remained volatile in February. Overall, there was little encouragement to be derived from economic news flow, which continued to point towards weakening growth in the US, UK and Europe. Tensions in the credit markets persisted over the month with spreads continuing to widen on technical selling pressure and fears of an increase in default rates down the line. |
| 09/04/2008 | Schroders Multi-Manager Monthly Newsletter - February 2008 (114 KB)
The Schroder Multi-Manager Portfolios are actively managed and as such, the asset allocation and the underlying managers are continuously monitored and subject to change at any time. However, while our investment strategy is always evolving, there are some permanent features to our approach that clients can rely on to be constant. |
| 25/02/2008 | Schroders Multi-Manager Monthly Newsletter - January 2008 (111 KB)
Since asset allocation is one of the keys to the success of our multi-asset / multimanager risk profiles, our clients often ask us questions about our approach. |
| 30/01/2008 | Schroders Multi-Manager Monthly Newsletter - December 2007 (116 KB)
Crystal ball gazing can be a risky activity at the best of times. This year, in the aftermath of the credit crunch, and without knowing the full impact that it may have on global economic activity, making predictions feels like a particularly hazardous task. |
| 14/12/2007 | Schroders Multi-Manager Monthly Newsletter - November 2007 (108 KB)
Although the only change to strategy that we made in October was to start to build our cash positions, by the end of the month it was becoming clear to us that the credit crunch story wasn’t going away, and that there was an increasing risk that economic and corporate growth might slow much more than the consensus was anticipating. |
| 08/11/2007 | Schroders Multi-Manager Monthly Newsletter - October 2007 (313 KB)
US economic growth is now clearly slowing in response to house price weakness and the credit market problems. Whilst growth in the rest of the world is generally holding up better, overall, we have seen enough evidence to persuade us to downgrade our global GDP forecasts for the second half of 2007 and 2008. |
| 10/10/2007 | Schroders Multi-Manager Monthly Newsletter - September 2007 (301 KB)
The latter part of July and much of August have been difficult periods for investors. The increase in risk aversion bought about by a crack in confidence in the credit markets crossed over into equity markets, private equities, property securities and hedge funds, leaving cash and government bonds as the only major asset classes to post positive gains over the period. |
| 06/09/2007 | Schroders Multi-Manager Monthly Newsletter - August 2007 (290 KB)
The Schroder Standard & Poors Multi-Manager Portfolio program has been a very successful solution for investors seeking an outcomeoriented strategy within their portfolios. |
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