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...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....
...The bad news is that Donald Trump is “at the gates” — ante portas — and won’t be indulgent with the scroungers in Berlin. I don’t like him. But he is right. Uwe Siemon-NettoLaguna Woods, CA, US...
...Defence minister Boris Pistorius said you couldn’t just freeze the war “and hope everything will be better”....
...“You don’t go to the museum, it’s the museum who comes to you.”...
...On the one hand, Schroders looked at data from March 1973 to December 2022 and found on average, over a 12-month period, gold returned 21 per cent above inflation during times of high and rising inflation...
...The writer is co-head of investment and group chief investment officer at Schroders Equity markets have largely made a strong start to 2024 as investors rushed to price in a monetary policy pivot — in the...
...“Now that almost every market guru has walked back their recession call, wouldn’t it be just typical if the US economy now slides into recession?”...
...cent annually provided the index doesn’t fall by more than 15 per cent....
...It’s not just about the strategy, it’s the way it is delivered,” said Tom Darnowski, global head of product strategy at Schroders. “Different vehicles are costly....
...Most EM funds are overweight Brazil and positions have increased over the past year, says Pablo Riveroll, head of LatAm equities at Schroders....
...This week we celebrated the FT and Schroders Business Book of the Year Award at a very smart event at Claridge’s....
...We don’t have an overarching strategy, what we have is piecemeal support.”...
...But what they believe in isn’t the company — it’s Trump....
...“I don’t see what a mutual fund can do better than [an] ETF . . . It’s a better mousetrap . . . Eventually the mutual fund is dead.”...
...“There’s been a sea change of thinking,” said Peter Harrison, chief executive of FTSE 100 asset manager Schroders....
...“The numbers are relatively striking,” Stephanie Williams, a sustainable investment analyst at Schroders, told me....
...Noffke of Schroders agrees, adding that it wouldn’t be the first time the market had been wrongfooted on rates and inflation. “Markets like to look ahead....
...Schroders is banging on about a “3D reset” again....
...“When a CFO hits an age or a certain tenure and they don’t get the CEO role, they will often say I’m going to leave because I didn’t get it,” says Jim Lawson, a US leader in Russell Reynolds’ CFO practice...
...“Only if this isn’t working have I tended to go public — and usually am contacted by other fund managers saying they agree with me.”...
...[but] stress metrics haven’t moved that much, it’s been relatively orderly.”...
...Among those that have been suffering in the new regime is T Rowe Price, a $690bn active equities manager based in Baltimore, Maryland....
...[MUSIC PLAYING] The Financial Times and Schroders Business Book of the Year Award is one of the most prestigious awards for business writing, if not the most prestigious, anywhere in the world....
...Also on the panel are Susan Allen, chief executive of Yorkshire Building Society; Dame Elizabeth Corley, chair of Schroders; Nigel Higgins, group chair of Barclays; Charles Randell, former chair of the Financial...
...There’s no reason, in principle, why it can’t do the same again — which would be good news for Europe....
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