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.
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.
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Retail Investor Hedge Funds come of age
This article considers FSCA’s efforts to “democratise” hedge funds and how they are showing signs of success as retail funds gain increasing traction.
Discretionary Fund Manager (DFM) listings 2026
The listings of Discretionary Fund Managers (DFMs) as sourced by researchers working on the 2026 Blue Chip DFM Guide.
Optimum Investment Group (OIG)
Optimum Investment Group (OIG) is a boutique asset manager headquartered in South Africa, committed to “growing wealth for a prosperous tomorrow”.
Offshore investing isn’t just about diversification
Offshore investing is rarely about a single goal, writes Eugene Taljaard, regional manager at Momentum Wealth International.
The 2026 guide to Hedge Funds and Hedge Fund Managers in South Africa
The 2026 Blue Chip Hedge Fund Guide is the second edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.
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