schroders

The five charts the experts are watching right now

Livewire Exclusive

Bond markets recently slapped equity investors in the face with a 50-basis point reminder of who is really in charge here. As the famous quote from James Carville goes: “I used to think that if there was reincarnation, I wanted to come back as the president or the pope or... Show More

Livewire Summer School: Investing in Australian Small Cap Equities – There’s a better way

Greg Cooper

There are lots of reasons why investors get excited about small cap stocks, particularly in Australia: the significantly larger opportunity set outside of the top 100 companies, the higher growth rates that small companies can achieve, and the myriad of successful individual stock stories that abound. Global academic research has... Show More

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The Netflix culture paradigm

Andrew Fleming

Next to Materials (especially Resources), Industrials have been the sector which has added most to Fund performance through the past couple of years. We often address the logic behind our position in Resource names, and in recent years have also consistently spoken to the impact the Bond bubble has had... Show More