Schroders Asset Manager Centre

Schroders Talking Point

  • Can DC members afford to ignore inflation?

    Can DC members afford to ignore inflation?

    Mark Humphreys, Head of UK Strategic Solutions

    16 May 2013

    If there were to be a substantial rise in inflation, the real value of retirement benefits could be severely eroded. The question is; can DC members afford to ignore inflation? And is there anything they can do to protect themselves?

  • Schroders Quickview: Eurozone records sixth quarter of recession

    Schroders Quickview: Eurozone records sixth quarter of recession

    Azad Zangana, European Economist

    15 May 2013

    Of the major countries that have reported GDP, only Germany managed to eke out some positive growth...

  • Equities are not the problem

    Equities are not the problem

    Tim Horne, DC Investment Solutions Manager

    7 May 2013

    A one size fits all, cheap, passive equity lifestyle is no longer fit for purpose.

The Value Perspective News

  • Grains of truth - The three factors that exacerbate stockmarket stress points

    Grains of truth - The three factors that exacerbate stockmarket stress points

    Kevin Murphy

    17 May 2013

    William Blake once wrote about the ability "to see the world in a grain of sand" and, while romantic poetry might be a little outside the usual scope of The Value Perspective, we were interested to read financial writer John Maudlin's recent thoughts on how grains of sand could offer some insight into the world of investing.

  • Politically incorrect - Unfortunately investment considerations often come second to politics

    Politically incorrect - Unfortunately investment considerations often come second to politics

    Andrew Lyddon

    15 May 2013

    When to sell? It is, by common consensus, one of the most difficult areas of investment to get right. However given the increasingly loud calls, not least from the banks themselves, for the government to reduce its 39% and 82% stakes in, respectively, Lloyds and Royal Bank of Scotland (RBS) – we will at some point have a very public case study in the psychology of selling assets. For the record, we continue to believe both banks remain relatively attractive at current share prices, we use them here as a high profile example of why selling decisions can be so difficult.