In this quarter's CIO Lens, Schroders' Group CIO, Johanna Kyrklund discusses the challenge posed to equities by rising bond yields.
In this quarter's CIO Lens, our investment experts highlight why resilience and genuine diversification matter as market concentration builds around AI, even with Middle East tensions easing.
In this quarter's CIO Lens, our investment experts highlight the need for resilient portfolios as developments in the Middle East increase uncertainty for investors.
There are some signs of over-exuberance in AI, but US growth is proving resilient – which is positive for equities.
Our investment experts discuss the elevated levels of uncertainty that prevail in financial markets, and how to navigate this by focusing on medium-term trends.