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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

Global policy shift unlocks big opportunity for emerging markets

A change in global monetary conditions is reshaping the investment outlook for emerging markets, Sebastian Mullins, head of multi-asset at Schroders Australia says. Mullins says the end of an extended

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05 Feb 2026

Markets enter new era of volatility and opportunity in 2026

Investors are facing a fundamentally different market environment in 2026, with structurally higher volatility, greater government intervention and a need for more selective asset allocation, according to investment experts at

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02 Feb 2026

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