Property has had a stellar run in the last few years; the ASX 200 A-REIT Index is up 40% over three years compared to the broader ASX 200’s 10%. Meanwhile, surging residential property prices in Melbourne and Sydney continues to cause headaches for APRA, the RBA, the Federal Government, and... Show More
David Wanis, Portfolio Manager at Schroders Australia, explains how he is looking at the current investment landscape and highlights two sectors that he believes are looking expensive right now. "Late cycle behaviour tends to result in people forgetting risk characteristics of assets" Key points In a period of just nine months, there has... Show More
Market risk is building, despite a lack of evident market volatility. The recent poor performance of REITs highlights the significant repricing that is possible if central banks lose their influence over rates markets. Low, steady returns at least imply capital preservation, at a minimum, as well as the liquidity to... Show More
The Schroder Real Return Fund (ASX:GROW) aims to provide a return of 5% above the inflation rate. We seek to do so in a relatively steady manner, and avoid badly-timed drawdowns. As such we see four ways investors can use the Fund in their portfolios. Firstly, we think it is... Show More
The 20% pullback we saw in the ASX between April 2015 and Feb 2016 was an uncomfortable reminder of just how far equity markets can fall. There is always the chance that a significant decline could occur at just the wrong time for an investor. Is there a way to... Show More
At Schroders our objective based approach focuses on delivering a more stable return experience with an appropriate level of risk. The Schroder Real Return Fund is an efficient solution for investors seeking smoother, real returns. Our approach is an actively managed, objective based fund with the flexibility to adapt to... Show More
At Schroders, we believe there are two significant downsides to the traditional fixed strategic asset allocation approach used by many investors. Firstly, the timing of when a portfolio commences and the performance of shares over the investment horizon will determine the future outcome, hence the saying ‘timing is everything’. You... Show More
The idea that we have entered a “low return” world is now consensus. The arguments are based on a combination of fundamental macro factors (a low growth world) and extended structural valuations in equity and debt markets, suggesting significant return headwinds. Consistently achieving solid real returns in this environment will... Show More
