The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year.
Tag: Schroders
The FSA Spy market buzz – 13 December 2024
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
Top Trumps: Healthcare – 12 December 2024
This week, FSA provides a quick comparison of two healthcare funds: the BNP Paribas Healthcare Innovators fund and the Schroder ISF Healthcare Innovation fund.
Schroders favours US equities and Asia credit going into 2025
Keiko Kondo, Schroders’ head of multi-asset investments for Asia, is bullish on US equities, Asian credit and gold, but pessimistic on oil.
Top Trumps: North American small/mid-cap – 28 November 2024
This week, FSA provides a quick comparison of two small and mid-cap North American funds: the BlackRock US Mid-Cap Value fund and the Schroders US Small & Mid-cap Equity fund.
Is the end of the Magnificent Seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks.
The FSA Spy market buzz – 22 November 2024
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
Schroders backs Asian LC bonds
Rate cuts and higher growth are among factors supporting continued performance.
Schroders partners with ADDX on distribution of private equity strategy
Schroders’ semi-liquid global private equity strategy will be available via the ADDX platform.
Schroders’ AUM reaches new high but net outflows fall by $2.96bn
Group warned of Q4 £8bn outflow from legacy Scottish Widows mandate.
