All Articles tagged with 'Sebastian Mullins'

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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

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

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

Tailwinds and turbulence: Schroders 2026 market outlook highlights opportunities amid rising volatility

As global economies chart a course through a new era of government-driven growth, investors must prepare for a landscape defined by both significant opportunity and rising volatility in 2026. A

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01 Dec 2025

Volatility fatigue: Schroders 2025 mid-year investment outlook

As global markets reach the midpoint of 2025, a complex and uncertain macroeconomic landscape is fuelling volatility fatigue, according to Schroders, in a new outlook released last week. The outlook

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21 Jul 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

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

Schroders Australia combines Australian Multi-Asset and Fixed Income teams, makes team leadership changes

Schroders Australia (SIMAL) has announced a structural change to its Australian Fixed Income and Australian Multi-Asset teams. They will come together as a combined investment capability under a single point

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30 May 2024

Equity markets: red hot or red herring?

Global and Australian economies and markets are holding up better than was expected just four months ago, according to the Schroders Australia investment team, but that doesn’t mean the good

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08 Mar 2024

Earn CPD Points

CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]