Simon Adler, Co-Manager of the Schroder Global Recovery Fund shares insights into where his team are seeing opportunities in markets and how value investing can provide true diversification in global equities for Australian investors.
We compare the current record bull market rally with previous ones over the past 60 years and consider whether or not it can last.
With capital cheap and plentiful, ‘buy now, pay later’ seems an eminently logical strategy. But will it prove sustainable when the time comes to pay? Or is the perpetual growth machine ready to stall?
As local and global markets continue to endure a number of political and economic impediments, investors are rightfully re-evaluating their return expectations. So, all things considered, what’s an acceptable level of real return and what are the factors influencing this outcome?
Investors around the world, it seems, are falling into three traps, according to the latest Schroders Global Investor Study 2019
They say optimists live longer – but what about their investments? Although a US recession still seems some time away, and trade tensions have been lessening, there are still good reasons for investors to consider a defensive posture while re-examining their return expectations.