Schroders

How do you lead an investment management business when the world’s economic rulebook is being re-written? We are active and deliberate. We filter out the noise and stay focused on the long-term. It’s how we advise our clients and it’s the approach we take to running our own business. Schroders was here long before Bretton Woods; before the US dollar became the world's reserve currency; before the milestones in the decades-long process that built today's systems of global trade. We have seen turmoil before and gone on to prosper together with our clients. We never take our eyes off what's happening in the wider world and we're ready to respond and adapt as necessary. But we are committed to the longer journey. That’s what Johanna Kyrklund talks about in this video as she encourages clients to step back and gain perspective.

Monday 7th April was a perfect example of why you should avoid short term over-trading. The S&P500 traded in a more than 300 point range (ending only modestly down) and the US 10 year yield traded in a 30bp range. Markets hit airpockets when faced with uncertainty. We’ve seen this many times before. The risk of recession has increased, particularly if tariffs are held at high levels for a protracted period, but we now know what Trump’s framework is and we are starting to learn what the reaction functions of the countries on the tariff list are (comply, negotiate or retaliate). We are rapidly moving from risks which are unknowable to risks which are analysable and which we can price. And at Schroders we are assessing the consequences economy by economy, sector by sector and company by company. As we have outlined many times, we have been in the midst of a regime shift for the last few years - the future won’t look like the past and we believe passionately that active and deliberate choices, underpinned by rigorous research, are needed. In the midst of every crisis lies opportunity.

Repsol kooperiert mit Schroders Greencoat bei spanischem Erneuerbaren-Portfolio! 🌱 Repsol und Schroders Greencoat bündeln ihre Kräfte: Der zu Schroders Capital gehörende Infrastrukturmanager erwirbt 49 % eines 400-MW-Wind- und Solarportfolios in Spanien im Wert von 580 Mio. €. Die Inbetriebnahme ist für 2025 geplant. 💬 Adam Basnett, Schroders Greencoat: „Wir freuen uns auf die Zusammenarbeit, um für unsere Kunden einen langfristigen Wert mit qualitativ hochwertigen Assets zu schaffen.“ 💬 Victor Monje, Schroders Greencoat: „Diese Transaktion ist ein Ausdruck unseres Bestrebens, die Energiewende in Europa gemeinsam mit Branchenführern voranzutreiben.“ Die Transaktion ist das erste Investment des Schroders Greencoat Europe SCSp Fund – ein wichtiger Schritt zur Förderung nachhaltiger Infrastruktur in Europa. Zudem stärkt es die Repsol-Strategie, erneuerbare Energieprojekte durch Partnerschaften weiterzuentwickeln. 🌍 Mehr dazu: https://okt.to/pV4Dfi #RenewableEnergy #Energiewende #Investments

Will US economic policy under Donald Trump’s administration have a more negative effect on growth than initially expected? And could recent spending announcements in Germany change the backdrop for business investment? Our latest monthly economic infographic considers these issues in the context of Schroders’ most recent forecasts for global growth: https://okt.to/cdPfNn #economics #Schroders

With more volatility in the marketplace, many investors are curious about ways to diversify and broaden their portfolio beyond US concentrated allocations. Co-Head QEP Investment Team Lukas Kamblevicius, CFA, and Head of Global Value Team Nick Kirrage discuss how investors should think about future opportunities and risks in the global equities market. Watch below:

With an everchanging market landscape, investors should be aware of different scenarios and risks that exist in the global economy. Head of Multi-Asset, Americas, Adam Farstrup, spoke with Tom Keene and Paul Sweeney on Bloomberg Surveillance about his current outlook for both US and global equities, the impact of changing fiscal policy on the markets, opportunities in fixed income and more. Watch the full segment here: https://okt.to/Srm54y

Minal Patel, Global Head of Infrastructure, Schroders Capital, believes mid-market platforms, data centre hyperscalers and other renewable power demand drivers, and emerging technologies such as green hydrogen will be valuable additions to #energy #transition infrastructure portfolios. https://okt.to/VdOHDB

Minal Patel, Global Head of Infrastructure bij Schroders Capital, meent dat middelgrote platforms, datacenter hyperscalers en opkomende technologieën zoals groene waterstof waardevolle toevoegingen zullen zijn aan #energietransitie infrastructuurportefeuilles. https://okt.to/aIZFNf

Los mercados #emergentes son una oportunidad infravalorada por algunos inversores y, sin embargo, cotizan con unos descuentos históricos frente a los mercados desarrollados. Andrew Rymer, CFA lo analiza en este artículo de El Mundo: https://okt.to/4n0BeX

The world has changed, but investor needs have not. Attractive yields, capital return, and drawdown protection remain firmly on the fixed income wish list. Join us at our upcoming broadcast (https://okt.to/k9fCVW) in which Adam Kibble and Helen Mason discuss the concentration of capital in US markets, their base case for fixed income in 2025 and much more. Click to register now: https://okt.to/MqVnH6 CPD points will be awarded for this session. #Schroders #Investing #Credit #FixedIncome