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Everything from Schroders

Schroders’ Kellie Wood says inflation, growth and fiscal risks will drive fixed income markets over coming months

Investors should prepare for a more selective fixed income market over the coming quarter, as economic data increasingly takes precedence over central bank guidance and divergence between economies creates new

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19 Aug 2026

AI sell-off creates buying opportunity

The July tech sell off is a sign of crowded positioning and not a broken AI investment case, says Sebastian Mullins, head of multi asset and fixed income at Schroders.

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10 Aug 2026

AI investment and the hunt for yield to drive Australian credit markets in H2

The hunt for yield and accelerating investment in artificial intelligence (AI) infrastructure will shape Australian credit markets in the second half of the year, according to Schroders. Investment analyst James

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10 Aug 2026

Set-and-forget investing no longer works as market shocks rewrite the rules

Investors relying on the same defensive assets to protect their portfolios through every market downturn risk being caught out, with recent geopolitical events exposing how quickly traditional investment playbooks can

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29 Jul 2026

Supply squeeze sets up Australian bank debt for strong second half

A looming supply squeeze in Australian financial subordinated debt is creating a compelling market opportunity, according to Schroders’ Head of Credit, Helen Mason, with billions of dollars of securities being

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22 Jul 2026

Zenith upgrades Schroders’ High Yielding Credit strategies as investors seek alternatives to bank hybrids

Schroders Australia is pleased to announce that both the Schroder Australian High Yielding Credit Fund (Wholesale Class) and the Schroder Australian High Yielding Credit Fund – Active ETF (Cboe:HIGH) have

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10 Jul 2026

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

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