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)
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...