All Articles tagged with 'Claire Smith'

You are in Posts tagged 'Claire Smith'

Whitepaper: Fortune favours the small and the brave

In a new white paper Schroders challenges conventional thinking about risk in private equity, urging financial advisers to reconsider how they define and pursue investment safety. While many investors gravitate

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18 Jun 2025

Family offices and high net worth investors flock to private equity as share markets swing

Support for private equity is growing, particularly among Australian family offices and high net worth individuals, with investment in private companies offering potentially better returns and lower volatility than listed equities,

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05 Jun 2025

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

Small cap private equity funds outperform large cap peers

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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28 Feb 2024

Is the cash drag really such a drag?

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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08 Jun 2023

Schroders private equity fund added to Macquarie Wrap, uXchange and Xplore Wealth

The Schroder Specialist Private Equity Fund has been added to Macquarie Wrap, uXchange and Xplore Wealth following increased demand from advisers. This brings the number of platforms offering the Fund

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30 Mar 2021

Private asset investment set to rise

In an environment where company valuations have become distorted, interest rates remain low and volatility in listed markets is high, private assets will play an increasingly valuable role in helping

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30 Oct 2020

Earn CPD Points

CPD: The Fragmentation Era
In our 2024 Secular Outlook, “Yield Advantage[1],” we argued that central banks had largely tamed inflation and would soon start cutting interest rates. We said risks were shifting from growth [...]
CPD: Retirement income strategy choices
There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies. Each varies in complexity, its ability to mitigate [...]
CPD: Ethics and the advice practice
When last published, the FAAA’s Value of Advice Index[1] saw trust in financial advice at an all-time high, which reinforces the importance of ethical practice. This article, proudly sponsored by [...]
CPD: Is your approach to client risk profiling putting you at risk?
Introduction The shockwaves that followed the announcement of ‘Liberation Day’ tariffs by Donald Trump brought an abrupt and unsettling end to a three-year bull market. Major global indices plummeted by [...]
CPD: A new global order and implications for investors
The new global order differs from its predecessor in four ways, as outlined in the following article from GSFM’s investment partner TD Epoch. For decades, the US has been unrivalled [...]