Real Returns

Expert Insights

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

Schroders Australia

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

Schroders Australia

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

Schroders Australia

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