December 2024
Strategy
All I want for Christmas - is an investment trust on a juicy discount...
Investment trust discounts, under the right circumstances, could provide investors with significant return potential…
18 Dec
18 Dec
Opinion
Market Matters with Schroder UK Mid Cap's Jean Roche
We discuss big picture market insights with leading investment experts...
18 Dec
18 Dec
Features
Finding a sweet spot
The UK mid-cap sector offers appealing valuations for growth-seeking investors…
13 Dec
13 Dec
News
Results analysis: Schroder European Real Estate
SERE offers a high yield with a fully covered dividend…
11 Dec
11 Dec
November 2024
Fund Research
Portfolio update: Schroder AsiaPacific
SDP’s strong absolute returns could be boosted by improving sentiment in Asia...
24 Nov
24 Nov
Trust issues
Trust Issues: investing in Asia with SDP manager Richard Sennitt
We discuss the growth potential in the Asia Pacific region with Schroder AsiaPacific manager, Richard Sennitt...
18 Nov
18 Nov
Trust issues
Trust Issues - investing in biotech with IBT managers Ailsa Craig & Marek Poszepczynski
We discuss opportunities for investors in the biotech sector with the managers of IBT...
11 Nov
11 Nov
Features
Capturing the opportunity in ASEAN markets
Why exposure to ASEAN economies should spell good news for investors...
29 Nov
29 Nov
Features
Navigating a significant capital allocation shift in the UK
The increasing popularity of share buybacks in the UK market...
08 Nov
08 Nov
Features
How will the US election impact biotechnology?
How the biotech sector may fare in different election outcomes...
01 Nov
01 Nov
News
Results analysis: Schroder UK Mid Cap
SCP remains well positioned for a recovery in UK mid-caps…
28 Nov
28 Nov
News
Results analysis: Schroder Income Growth
Recent outperformance stems from strong stock selection, modest gearing and a recovery in the trust’s small- and mid-cap stocks…
12 Nov
12 Nov
October 2024
Opinion
Trusts in Focus: Schroder UK Mid Cap
We provide a brief overview of SCP, including performance and portfolio weightings...
29 Oct
29 Oct
Features
Schroder Oriental Income Fund - capturing the artificial intelligence opportunity in Asia
Harnessing the potential of Asia's technology leaders
25 Oct
25 Oct
Features
Building back better
Why the future’s looking brighter for the UK commercial property sector…
02 Oct
02 Oct
Features
A winning formula
SERE provides diversification and a focus on fast-growing cities…
02 Oct
02 Oct
News
Results analysis: Schroder BSC Social Impact
SBSI offers an attractive, well-backed income, whilst trading at a wide discount…
24 Oct
24 Oct
News
Results analysis: Schroder Oriental Income
SOI’s tech exposure has produced stellar absolute and relative returns…
24 Oct
24 Oct
News
Results analysis: Schroders Capital Global Innovation
INOV’s managers have made progress in rebalancing the portfolio to high-growth potential private companies…
04 Oct
04 Oct
September 2024
Special Report
The tide is turning
Income and ESG-focused investors shouldn’t dismiss the real estate revival…
21 Sep
21 Sep
Features
Green green grass
Why the biotech sector is bouncing back to rude health…
19 Sep
19 Sep
Features
Asian equities – four distinct regions rolled into one
When investing for total returns in Asia, it pays to be selective. Fortunately, the Asian equity opportunity set is diverse enough for the managers of Schroder Asian Total Return to view it as four separate regions rolled into one...
06 Sep
06 Sep
News
Results analysis: Schroder Japan
SJG has announced an enhanced dividend policy, conditional tender offer and continues to outperform its benchmark…
26 Sep
26 Sep
August 2024
Features
What does Schroder Japan Trust’s new dividend policy mean for investors?
Improving the trust’s appeal to a broader range of investors...
23 Aug
23 Aug
Features
Schroder Real Estate Investment Trust: Moving from stabilisation to recovery
The UK real estate market has undergone a substantial correction and now appears to be stabilising, with capital values in some sectors such as industrials, already starting to recover. While uncertainties around inflation and interest rates persist, the market is well-positioned for a gradual, but sustainable, recovery...
02 Aug
02 Aug
Fund Research
Schroder Real Estate
SREI's high income and sustainability objective make for an attractive recovery play on UK real estate...
20 Aug
20 Aug