Income

Highlight

Retirement Perspectives

03OCT 2019

Invert, always invert: the key to sustainable retirement income

Deciding how much money to withdraw from savings to provide an income in retirement is a highly complex and challenging concept. This is true even for experienced professionals who work with uncertainty around investment strategies and longevity for their day job. How long do I expect to live? How well do I expect my assets to perform? How much do I expect that I need to spend?

2019

AUGUST

15AUG 2019

Equities

What do “lower for longer” interest rates mean for value investors?

Low interest rates have lengthened this economic cycle and encouraged risky investment behaviour.

07AUG 2019

Fixed Income

Should municipal bonds be a core holding for ESG investors?

Investors on the lookout for ways to invest more responsibly may have overlooked the ESG characteristics inherent in many municipal bonds.

02AUG 2019

Equities

Rate cuts push case for Asian dividends

Low interest rates are just one of several potential tailwinds for high dividend yield stocks in Asia.

JULY

09JUL 2019

Global Investor Study

Investors forecast returns of 10.7% – millennials expect more

Investors globally are exceedingly optimistic in their expectations for returns for the coming years, according to Schroders Global Investor Study 2019.

02JUL 2019

Equities

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.

JUNE

27JUN 2019

Watch/Listen

Where's the value in European equities?

60 second video: James Sym expects the value style to start outperforming growth later this year, and there is one unloved sector in particular he singles out.

MARCH

29MAR 2019

Equities

The chart that tells the story of value investing’s potential

Value stocks are currently the most out of favour in the history of financial records. Is now the time for value to make its comeback?