Schroders

Value stocks have been big outperformers over the past three years, especially those in the cheapest part of the market, says Schroders’ Simon Adler. To avoid value traps, it’s key to do one’s research.

Claire Smith from Schroders speaks with Drew Meredith at The Inside Network’s Alternatives Symposium in Melbourne on Schroders and the first-rate use case for secondaries.

The traditional 60/40 portfolio mix of shares and bonds may be due a shakeup in 2023, as market participants look to add fixed-income exposure to help offset a potentially weak year for equities.

Simon Adler, who heads up the Equity Value fund at Schroders, presented at The Inside Network’s recent Equities & Growth Assets symposium, discussing the topic, ‘The War is Over” â€” meaning the “war” between Value and Growth â€” and highlighting the opportunity set for ‘value’ investing after more than a decade of underperformance compared to ‘growth’. Adler joined Schroders…

Often used to describe a particular type of investment style – for example, the High Conviction Equities Fund – “conviction” is all the rage in equity markets today. This type of strategy usually holds between 20-30 stocks (or any other asset, for that matter) which are considered high-quality blue-chip investments that have a strong competitive position and high market…