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Economics

01MAY 2019

Can a 60/40 split portfolio deliver better outcomes?

For decades financial planners and investors have abided by the 60/40 rule and calculations made by Schroders illustrate why, but has it had its time?

2019

MARCH

28MAR 2019

Economics

Cash Isa vs stock market Isa: which has returned the most?

Despite the volatility of stocks over the last two decades, Schroders calculations reveal investing has provided higher returns but cash has been more stable.

19MAR 2019

Economics

14 years of returns: history’s lesson for investors

This graphic shows the best and worst performing assets each year since 2005. Schroders research illustrates why diversifying your investments matters.

JANUARY

23JAN 2019

Economics

The yield curve explained: is it predicting recession?

Since 1980 the yield curve has accurately predicted the last five US recessions. After nearly a decade of economic expansion, is it telling us that another one is on its way in 2019?

2018

OCTOBER

25OCT 2018

Economics

Aged 20 and saving for the 100 year life

By putting away a modest fraction of their income, today’s 20-somethings could afford a comfortable retirement in their 60s - and still have enough money to live to 100.

MAY

08MAY 2018

Economics

How to cope with a 10% investment fall

Recent market setbacks were particularly unsettling for new investors. Andrew Oxlade urges such investors to recognise personal traits that can lead to rash decisions.

03MAY 2018

Economics

Aged 40? This is how you might afford the 100-year life

It is not uncommon to turn 40 and have no pension savings. We show what you need to do to start saving to be able retire in your 60s and live the 100-year life.

01MAY 2018

Economics

Three scenarios that show how quickly inflation can erode your wealth

Further increases in inflation may lie ahead in 2018 and 2019. In the first of a new series, we highlight how inflation can affect your investments