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Everything from Schroders

Australian investors urged to look beyond local property as global opportunities emerge

For most investors, Australian direct property has always looked like a safe and grown-up choice – tangible, local, familiar. In comparison, global private real estate has often looked like the

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16 Jun 2026

Markets overreacting to AI fears in software sector

Schroders says fears around artificial intelligence (AI) disrupting software businesses have been overblown, with private equity investors taking a far more selective and measured approach than public markets. Claire Smith,

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09 Jun 2026

Schroders says AI boom creating opportunities far beyond mega-cap tech

Global equity markets remain supported by strong corporate earnings despite elevated valuations, geopolitical uncertainty and concerns around AI-driven market concentration, according to Lukas Kamblevicius, Schroders QEP Global Core Fund portfolio manager.

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03 Jun 2026

AI investment enters new phase as company performance becomes critical

The artificial intelligence (AI) investment cycle has entered a more selective phase, with broad-based gains giving way to a sharper focus on individual company performance, according to Ben Arnold, investment

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29 Apr 2026

Credit markets shift as investors rotate to quality amid volatility

Australian credit markets are undergoing a clear shift, with investors becoming increasingly selective as macroeconomic uncertainty builds, driving a strong rotation toward high-quality issuers, Helen Mason, Schroders’ head of credit

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15 Apr 2026

AI is reshaping software markets, but broad selloffs miss the real story

Investors shouldn’t overlook fundamentals as increased volatility and recent sell offs across the SaaS sector leads to broader questions of whether it is facing a sentiment-driven correction tied to AI

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09 Apr 2026

Three Ds to decide AI’s boom or bust

The next phase of the AI cycle will be defined by the “three Ds”: deployment, debt and demand, according to Schroders investment director of global equities Ben Arnold. Arnold says

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27 Mar 2026

Investors should stay focused on durable businesses and rational valuations despite market noise

Geopolitical tensions, changing market dynamics and a shift in investor sentiment are reshaping equity markets, according to the Schroders Australian equities team, who identified several key themes emerging from the

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16 Mar 2026

Australian credit surges into 2026 as strong demand and supply signal another year of growth

The Australian credit market has started 2026 with strong momentum, with more than $14 billion in new issuance in January alone, highlighting continued investor demand and a supportive environment for

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20 Feb 2026

Investors face higher-for-longer rate outlook as global growth accelerates

Global economic growth is expected to reaccelerate in 2026 as the delayed effects of interest rate cuts combine with ongoing government spending, creating a supportive but increasingly complex environment for

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12 Feb 2026

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]