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Private equity: amid uncertainty, small is beautiful

Despite rising uncertainty due to major US policy changes, our outlook for private equity remains positive. We are optimistic about small and mid-sized buyouts, early-stage venture capital, and continuation opportunities.

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30 Apr 2025

Schroders Capital partners with Apple to launch a second China clean energy strategy

Schroders Capital’s Infrastructure team in Asia has announced the first close of a China renewable energy strategy following a US$100 million anchor investment commitment from Apple. The actively-managed strategy targets

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08 Apr 2025

Double trouble: Trump policies see confidence down and inflation up

Growth down and inflation up. The policy mix that may get Trump booted out! The pace of Trump 2.0 and the administration’s pro-growth and isolationist policies are introducing volatility back

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13 Mar 2025

Crash landing?

Growth expectations have significantly declined as the market adjusts to the implications of a potential ‘full-blown Trump’ presidency. Are there idiosyncratic factors at play, or is this the start of

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11 Mar 2025

Schroders launches two new Active ETFs in Global Equities and Australian High Yield Credit, expands range

Schroders Australia has launched two new Active ETFs – the Schroder Global Equity Alpha Fund – Active ETF (ASX: ALPH) and the Schroder Australian High Yielding Credit Fund – Active

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21 Feb 2025

RBA pivots with a 25bps cut, and we’re ready

Key Points: We have been positioning ourselves for a turn in the RBA policy cycle for some time, being long Australian rates vs US rates. Our RBA policy model is

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19 Feb 2025

Schroders appoints Anthony Doyle as global equities investment director

Schroders is pleased to announce that Mr. Doyle will join the firm’s Sydney offices as an investment director for global equities, where he will represent Schroders’ global equity capabilities across

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04 Feb 2025

US shares could rally on Trump administration, bonds to provide income

For investors seeking stability and income, the expected moderation in inflation could create opportunities for fixed income investments, while US equities are likely to perform well under a Trump administration

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25 Nov 2024

Inflated valuations, China a risk for Australian equities

Schroders head of Australian equities, Martin Conlon, has warned against paying too much for assets given an underlying disconnect between share prices and the real economy and says equity prices

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22 Nov 2024

Private equity offers investors key advantages, including important diversification

Private equity offers investors several distinguishing characteristics over listed shared, including more diverse investment opportunities and lower volatility, according to head of private assets sales at Schroders Australia, Claire Smith.

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28 Oct 2024

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CPD: The structural advantage of US middle market private credit
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