Small cap private equity funds outperform large cap peers

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According to new research from Schroders, private equity funds that invest into small and mid-cap companies perform better than their large cap peers, creating superior returns. “Any private equity fund

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Schroders Global Investor Study 2023 reveals declining confidence in investment knowledge from Australian investors but greater optimism for better returns

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Fewer Australian investors consider themselves investment ‘experts’ amid current market difficulties, but they are more confident that better days are ahead, according to the latest Schroders Global Investor Study 2023

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Schroder Concentrated Australian Equity Separately Managed Account added to HUB24 Platform

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The Schroder Concentrated Australian Equity Separately Managed Account (SMA) has been added to the HUB24 platform, in response to greater adviser demand for an SMA seeking to outperform the S&P/ASX

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Dynamic asset allocation a key to attractive returns

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Traditional asset allocation may not suit the new world of higher interest rates and higher inflation and a more dynamic approach to portfolio construction will be required to generate attractive

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Schroders Australia appoints Elise Kennedy as Equities Analyst

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Schroders Australia has appointed Elise Kennedy to the role of Equities Analyst effective from January 2024. She will be based in Sydney and report to Schroders Head of Research, Australian

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Schroders launches new Australian equity SMA on BT Panorama

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The newly launched Schroder Concentrated Australian Equity Portfolio has been added to the BT Managed Portfolios available through the BT Panorama platform, in response to adviser demand for a separately

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Private debt can provide better portfolio protection in uncertain times

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Private debt can provide better downside portfolio protection than many other asset classes during periods of economic uncertainty, like the one we are currently experiencing, according to Schroders head of

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Schroders appoints fixed income and multi asset investment director

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Schroders Australia has appointed Pierre Wu as fixed income and multi-asset investment director. He will report to Schroders head of product, solutions and client delivery, Natalie Morcos, and will be

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Schroders Australia announces leadership changes

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Schroders Australia (SIMAL) has appointed Simon Doyle as chief executive officer, alongside his ongoing role of chief investment officer, a position he has held since February 2022. This is part of

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Is the cash drag really such a drag?

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The proliferation of open-ended funds for illiquid assets has increased the attractiveness of private assets for many investors, and despite concerns around the cost of this increased liquidity, research shows

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