Schroders

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

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.
The white house at night by JTSorell

What does a Trump win mean for the energy transition? 

Alex Monk and Mark Lacey, Schroders, look at how new US leadership tests the renewable sector’s adaptability and resilience.

Outlook 2025: Income, returns and resilience – opportunities in public and...

Johanna Kyrkland, Group Investment Officer at Schroders, suggests that the current economic environment remains favourable for returns. However, she emphasises that diversification is crucial for creating robust portfolios.
people walking over crosswalk

What wealth advisers think, according to Schroders’ Global Investor Insights Survey...

Schroders' 2024 Global Investor Insights Survey reveals how wealth advisers are adapting to an evolving landscape, with insights on sentiment, private markets, AI and intergenerational wealth transfer.

2024 US election outcome: Implications for investors 

Markets have responded to Donald Trump's election victory by anticipating pro-growth policies and higher inflation. Schroders' experts share their longer-term views on what his return to office will mean for the US economy and world trade, global equities, fixed income and the energy transition.
Six reasons for a strategic active approach to investing in China

Six reasons for a strategic active approach to investing in China  

Andrew Rymer, Senior Strategist, Schroders, shares six reasons for a strategic approach to investing in China.
pexels-altaf-shah-3143825-9369843

Navigating change in volatile markets 

After a volatile few months for stock markets, Alex Tedder, Co-Head of Equities; Tom Walker, Co-Head of Global Listed Real Assets; and Ailsa Craig, Fund Manager, International Biotechnology at Schroders, discuss the impact of lower interest rates, the importance of artificial intelligence (AI) and the upcoming US presidential election.
- Advertisement -

Most Popular

Index methodologies in structured products

This piece aims to provide an understanding of how issuers select and build indices for structured products, writes Fundiswa Pikashe, Head of Structured Products Distribution at Absa.

VISION 2030

Blue Chip speaks to the Financial Planning Institute of Southern Africa’s CEO, Lelané Bezuidenhout, about winning the FPSB 2025 Noel Maye Award for outstanding contributions to the profession as well as the FPI’s new Vision 2030 strategy.

Enter adviser practice buy-and-sell conversations with confidence

Blue Chip speaks to Brokerspace and Commspace to find out why understanding the full picture before choosing a path forward might change your succession and sale conversations for the better.

Why blending unit trusts remains essential

In an environment where opportunity and uncertainty coexist, blending unit trusts is not about being cautious. It is about being prepared. By Natalie Harrison, Head of Distribution at Curate Investments.

Blue Chip DFM Guide 2026

Welcome to the 2026 edition of the Blue Chip DFM Guide, a guide to Discretionary Fund Managers in South Africa.
- Advertisement -