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.
Anatomy of an ‘almost’ bubble
What impact could big tech and AI have on the investment landscape and what is the potential for a market bubble to have a major effect on affect investment portfolios?
Is everything becoming AI – and how can you respond without...
How can investors guard against the concentration risk of the technology/AI narrative without giving up equity exposure?
Multi-Asset Outlook 2026: Bright beams through stormy seas
Investors keep asking us, is the wild ride over? Unfortunately, we think not.
Outlook 2026: Robust earnings and ongoing investment in new technologies may...
Investors in developed markets still face high valuations, policy uncertainty and concentrated sector leadership, but supportive elements such as resilient earnings and advancements in AI could offer meaningful upside.
The two key risks facing investors
According to Johanna Kyrklund, Group Chief Investment Officer at Schroders, more resilient portfolios are needed to tackle the challenges of rising bond yields and market concentration.
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Building personal relationships
Edify’s Adam Bulkin believes that building strong personal relationships with clients is a surefire way to attain success in the DFM industry.
AI is not coming for your financial planning job
Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that, while AI might not be coming for your financial planning job, it could still destroy your clients’ nest eggs if you let it.
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).
Helping clients during times of volatility and uncertainty
Risk and uncertainty are inseparable from investing. Helping clients understand them and remain aligned to their long-term goals, especially when markets become volatile, is crucial, writes Carl Chetty, Head: Investment Proposition at Equilibrium.
Unpacking the Investment Merit of Responsible Investing: A Webinar for South African Financial Planners
South African Independent Financial Advisors (IFAs) and financial planners occupy a critical position in the investment ecosystem, frequently acting as the bridge that translates complex market trends into actionable guidance for retail clients.
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