We maintain that the starting point for the proper organisation of your assets and your succession plan is the consideration of: A Will Power of Attorney Enduring Power of Attorney What is a Will? A will is a witnessed document that sets out in writing the deceased’s wishes for his or her possessions, (called his or […]
By David Brett – Investment Writer – Schroders ‘Compounding’ can have a dramatic effect on returns. We highlight the difference it has made for major stock markets. Reinvesting dividends is one of the most powerful tools available for boosting returns over time. Investors in the MSCI World would certainly have noticed the difference over the […]
A look back at markets in February 2018 when global equity markets retreated as volatility returned. February-2018 Please click on the link above.
Schroders research, covering four decades of data, shows how different types of bond have performed when rates were rising. 13/02/2018 Clement Yong – Strategist, Research and Analytics Rising interest rates and tighter monetary policies are firmly on the agenda globally. The US Federal Reserve in particular has been paving the path for hiking interest rates […]
Bond yields on the up US Treasury (UST) yields have risen 30 basis points (bps) since the start of 2018, across different maturity levels. We have to go back to 2014 for the last time 10-year yields were at these levels (see chart below). This has led to suggestions, including from veteran bond investor Bill […]
As investors look ahead to a new year, they could be forgiven for wondering whether they will be as pleasantly surprised in 2018 as they were in 2017. A number of political worries on the horizon this time last year signally failed to materialise, including the likely shape of President Trump’s trade policies, the rise […]
Demand for income remains strong but investors may be taking on more risk than they realise. We look at how to generate a sustainable income yield across asset classes. A decade on from the start of the global financial crisis, the search for yield continues unabated. Our 2016 Global Investor Survey found that 41% of […]