The job is to beat the index, not be correct
The Schroders QEP Investment Team unpack how active managers face a tougher benchmark world where concentration, volatility and flows are reshaping how investment conviction translates into outperformance.
US midterms: what will the outcome mean for US assets and...
Schroders looks at how outcomes might impact US debt and thus the markets’ response to US assets and the dollar.
What matters most to investors during “permanent” volatility?
Uncertainty is becoming the norm, say investors, as they adjust their strategies to navigate – and exploit – persistently higher volatility, writes Phil Robotham, Head of South Africa, Client Group, Schroders.
Is there evidence of AI ROI?
Paddy Flood (Co-Head of Global Equity Research, Schroders) ponders the question of AI and the likely ROI.
Concentration, credibility and the importance of understanding risk
Johanna Kyrklund, Group CIO and CEO Public Markets at Schroders, delves into the credibility of the Federal Reserve and debt sustainability, as well as artificial intelligence (AI).
A “super El Niño” threatens waves of commodity-driven inflation into 2027
A potentially strong El Niño in 2026, shifting global rainfall and coming on top of fertiliser supply disruption, could push next year’s food inflation into double-digits, writes David Rees (Head of Global Economics, Schroders) and Sandeep Jaggi (Analyst Emerging Markets Debt & Commodities, Schroders).
How serious are the spillover risks from private credit to public...
Problems in direct lending, the $2-trillion sector of the broader private credit market, are worrying investors in public markets. Are they right to worry asks Duncan Lamont, Head of Strategic Research at Schroders?
Geopolitical risk can’t be forecast but investors can control their instincts
Rather than focusing on daily headlines and social media posts, investors need to view geopolitical shifts in a broader context, writes Johanna Kyrklund, CIO, Schroders.
Private Markets Outlook Q2 2026: five key takeaways for wealth investors
Private markets offer resilience and opportunity amid volatility, disruption and structural change, writes Nils Rode, Chief Investment Officer, Schroders Capital.
Building diversified portfolios for uncertain times
Recent weeks have been riddled with uncertainty caused by the conflict in Iran and the significant impact on energy supplies. At the same time, we are dealing with unprecedented AI disruption, with uncertain consequences for labour markets and business models.
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From momentum to scale: Prescient ETF Conference calls for industry-wide execution to unlock South...
Industry leaders agree that demand for ETFs is no longer the question. Distribution, adviser confidence, platform access and trading quality will decide the next phase of growth.
2026 ETF Evolution Report: A closer look at UCITS ETFs in the European market
Europe’s booming UCITS ETF market presents new opportunities and challenges for issuers seeking investor access, writes Niki Giles, head of strategy at Prescient Fund Services
Retrenched, widowed or suddenly on one income? Navigating the financial aftermath
Cebile Zibi, Head of Trade Marketing at Momentum Advice, unpacks five financial priorities to consider when navigating an unexpected life change.
Living with your partner? Why women may carry more financial risk
As cohabitation increasingly replaces marriage, women may face greater financial risk than men when a relationship ends. By Nicola Langridge CFP, wealth manager at multi-family office Private Client Holdings.
The case for gold in building portfolios
Meryl Pick, Portfolio Manager, Old Mutual Investment Group, writes about the case for gold in building portfolios for a world that’s changing faster than our frameworks.
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