Multi Asset – re-pricing has done little to change our outlook
Our return forecasts continue to highlight the risks associated with relatively stretched valuations. The recent pick-up in volatility and re-pricing of equities (mainly) and credit (secondly) has done little to fundamentally change the outlook. This is largely because of the extent to which a large part of the valuation anomaly is structural and unlikely to change unless we see a material re-pricing of risk. You can read further at “Real Matters: The real and the imagined” (VIEW LINK) or in more detail at “Real Matters: Multi-Asset: Update & Outlook” (VIEW LINK)
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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 global equities.
We believe in the potential to gain a competitive advantage from in-house global research; that rigorous research will translate into superior investment performance. We believe that internal analysis of investment securities and markets is paramount when identifying attractive investment opportunities. Proprietary research provides a key foundation of our investment process and our world-wide network of analysts is one of the most comprehensive in funds management.
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