Fund Manager, Schroders
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?
This graphic shows the best and worst performing assets each year since 2005. Schroders research illustrates why diversifying your investments matters.
With Brexit uncertainty affecting UK assets, we offer a basic explanation on three market indicators that investors might like to discuss with their adviser.
When markets fall the natural instinct is to sell. Our research highlights how costly it can be to miss the stock market’s best days.
Over the past three decades there have been plenty of shocks to dissuade people from investing. Our data shows what happened after each event.
Over the past three decades there have been plenty of stock market shocks to dissuade people from investing. Our data shows what happened after each event.
Global stocks have suffered their worst quarter since 2011. We look at how it compared with the 20 worst quarters over the last 48 years and the potential silver lining for investors today.
The FTSE 100 is back below the level it was in 1999. However, investors could still have achieved a positive return over the last 19 years had they opted to reinvest their dividends, Schroders’ calculations show.