Global Shares – Healthy value
Market volatility continues to create opportunities, particularly for our approach which combines fundamentally-based stock selection criteria (Value and Quality) with daily evaluation of opportunities to rebalance portfolios. The healthcare sector is one such area which has been through a period of extreme optimism and is now seeing the impact of being a crowded area where high correlations pull down some stocks more than fundamentals justify. In "Talking Point: Healthy value" (VIEW LINK) our Global QEP team explores the themes that they believe will impact the outlook for Value stocks.
Established in 1961, Schroders in Australia is a wholly owned subsidiary of UK-listed Schroders plc. Based in Sydney, the business manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and...