Domestic Shares - Thank you sir, may I have another?
Forecasting is a tough game. Trying to assimilate seemingly endless data points into a coherent view of the future (at a company, industry and country level) is far more challenging than it seems. In “Taking Stock: Thank you sir, may I have another?” (VIEW LINK) Martin Conlon, Head of Australian Equities, discusses our predilection for common-sense and the stark lack of evidence supporting the sustainability of these economic and industry extremes leaving us unwilling to pick up pennies in front of steamrollers.
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Established in 1961, Schroders in Australia is a wholly owned subsidiary of UK-listed Schroders plc. Based in Sydney, the business manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and global equities.
We believe in the potential to gain a competitive advantage from in-house global research; that rigorous research will translate into superior investment performance. We believe that internal analysis of investment securities and markets is paramount when identifying attractive investment opportunities. Proprietary research provides a key foundation of our investment process and our world-wide network of analysts is one of the most comprehensive in funds management.
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