Johanna Kyrklund, Schroders' Group CIO, highlights two major challenges for 2025 portfolios: rising bond yields threatening equity valuations and excessive market concentration in indices. She emphasizes diversifying portfolios as fiscal policies and shifting market dynamics reshape investment strategies.

Izak Odendaal examines Trump’s inauguration, addressing economic uncertainties, market risks, and global impacts. Despite strong fundamentals, concerns include recession risks, Federal Reserve policy, and Trump’s unpredictable trade and fiscal strategies.

Now that rates are stable and fundamentals are strong, global real estate is regaining prominence as a core component of multi-asset funds, providing diversification and resilient compounding returns.

As President Trump begins his second stint in the White House, Schroders' investment experts consider the current state of the US economy and the stock and bond markets.

Old Mutual Wealth Investment Strategist, Izak Odendaal takes a look at the biggest hits and misses of 2024, grouped under three broad themes: the US, China and South Africa. Importantly, let’s see what we can learn from them.

Foord Asset Management recently held its final Mind of the Manager Webinar for 2024, where five seasoned portfolio managers offered five scenarios that investors may need to navigate in looking to thrive in 2025.