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Passive Investing
The US equity market is one of the least concentrated in the world
...And — as a chart borrowed from Duncan Lamont at Schroders shows — the extent of concentration in the S&P 500 is not something investors are used to....
March 4, 2024
The Long ViewKatie Martin
Climbing can tell us much about stock market peaks
...Duncan Lamont, head of strategic research at Schroders, said in a recent blog that we should not be “scared” of investing when stocks are at or near record highs....
March 1, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Workplace pensions
Stop blaming everything on pension funds!
...Duncan Lamont is head of strategic research at Schroders. The UK pension fund system has emerged as a popular and convenient bogeyman for a range of woes afflicting Britain’s financial fortunes....
March 24, 2023
Unhedged
US growth is good, but less good Premium content
...Duncan Lamont of Schroders responded by sending me one, which he published in late 2022....
October 4, 2023
Interiors
The history of the folding screen unfolds in a Milan exhibition
...Lamont receives orders for around 12 screens a year. They also come up in auction sales....
November 10, 2023
FT Magazine
How Crispin Odey evaded sexual assault allegations for decades
...Odey Asset Management responded to questions from the FT via Duncan Lamont, a consultant at law firm Charles Russell Speechlys....
June 8, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Transcript
Transcript: Active investors! Assemble
...A little log thing the other day from Duncan Lamont at Schroders — hello, Duncan — was saying that actually, it’s fine to buy stocks at the high....
February 20, 2024
Merryn Somerset Webb
Time to cut your stock market losses — or not?
...If you think of that — as Duncan Lamont, head of research and analytics at Schroders, does — as being over 15 per cent below the 15-year median in valuation terms, this represented a pretty clear and present...
June 17, 2022
Equity valuation
London’s FTSE 100 beats broader UK market in first quarter
...But the recent shift in the macroeconomic environment could change that, said Duncan Lamont, head of the strategic research unit at London-based fund manager Schroders....
April 2, 2022
UnhedgedRobert Armstrong
Treasuries probably aren’t the next crisis Premium content
...But, as Duncan Lamont of Schroders has pointed out, the UK has a big discount against its US peers within the same sectors, in every sector except telecoms: Furthermore, if the problem is that UK stocks...
November 4, 2022
Cat Rutter Pooley
Cazoo car crash should spell an end to companies’ American dreams
...Duncan Lamont, head of strategic research at Schroders, points out that the discount is not just due to the UK exchange’s old economy bias either. Almost all UK sectors trade at a discount to the US....
June 9, 2022
UnhedgedRobert Armstrong
Reading the rally Premium content
...This makes perfect sense to me, given that value indices tend to have a high weighting of cyclical stocks (though Duncan Lamont, another Schroders man, argues that this is less true than it once was)....
August 1, 2022
UnhedgedRobert Armstrong
China stocks bounce Premium content
...Duncan Lamont of Schroders has put the point graphically, showing the increase in yields for various classes of fixed income, and the additional increase in rates that would force their returns down to zero...
June 30, 2022
UnhedgedRobert Armstrong
Eurovalue has a moment Premium content
...But Unhedged’s friend Duncan Lamont, who heads up the research team at Schroders, points out that the value breakout is even more extreme in Europe....
January 20, 2022
Merryn Somerset Webb
Passive funds are no place to hide from a bear market
...Duncan Lamont, head of the strategic research unit at Schroders, also notes that while the US is still expensive on most measures, it is significantly cheaper than it was — think pre-pandemic levels — and...
May 6, 2022
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberSingapore
UnhedgedRobert Armstrong
Spacs’ fee problem
...Now, this is bad on several levels, and one of them — as Duncan Lamont of Schroders pointed out to me — is fees....
September 30, 2021
UnhedgedEthan Wu
Where the value rotation is now Premium content
...At the time, Schroders research head Duncan Lamont gave us two possible explanations: The European value index depends more on financials and energy European growth’s valuation gap over European value...
February 22, 2022
Rana Foroohar
Life at the top gets harder for chief executives
...As Schroder’s head of research and analytics, Duncan Lamont notes: “A boom in company takeovers has been gathering pace for a number of years. But the party may have only just begun....
December 5, 2021
Merryn Somerset Webb
Before you scoff at crypto losses, what’s in your portfolio?
...European value stocks outperformed growth stocks by almost 10 per cent in the first 17 days of 2022 and US value shares are ahead of growth by 6.4 per cent this year, says Duncan Lamont of Schroders....
January 21, 2022
High yield bonds
Real yields on European junk bonds go negative for first time
...Duncan Lamont, head of research and analytics at Schroders, said junk bond investors believed recent rates of eurozone inflation were likely to fall, making current negative real yields less of a problem...
September 7, 2021
UnhedgedRobert Armstrong
Team ESG fights back
...The insightful Duncan Lamont of Schroders recently tweeted this chart, showing the lack or correlation in judgment among different ESG scoring systems: Yes, well, that is bad, but if we solve this problem...
August 26, 2021
Equities
Why is Wall Street’s fear gauge so low?
...Figures compiled by Schroders analyst Duncan Lamont showed that, since 1991, buying the S&P 500 on a day when the Vix was between 15 and 16 would have led to a total return of 14.6 per cent in the following...
June 15, 2021
UnhedgedRobert Armstrong
Long bonds don’t care about inflation Premium content
...Duncan Lamont of Schroders sent along the chart below, showing the steady decline of competition enforcement actions by the US government....
July 14, 2021
ETF HubLatest news on ETFs
Bond ETFs might have short changed market makers during 2020 panic
...This disconnect shows that something has gone awry,” Duncan Lamont, head of research and analytics at Schroders, told the FT at the time....
March 3, 2021
Merryn Somerset Webb
Is the party over for top tech stocks?
...For it to fall to historical norms, says Schroders’ Duncan Lamont, could mean the US underperforming by 5 per cent a year for a decade....
February 12, 2021

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