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Investment Bulletins

Find out how your Plans and the stock market are performing and read our monthly bulletin. You can also gain exclusive insight from our fund managers Schroders.

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The Forester Life Stakeholder Managed Funds have been specifically designed for our customers with a range of outcomes in mind. A conservative fund strategy is followed with growth targeted by an active approach to managing investment risk, whilst protection against inflation is also taken into account.

The fund management team at Schroders, who manage our funds, are constantly looking out for new investment opportunities. The Funds offer a cost effective solution designed to help you to achieve your goals, and all Plans meet the standards for a stakeholder scheme.

Read and download our latest Investment Bulletin below and learn more about the current financial markets.

Across global stock markets the spread of coronavirus has resulted in an increase in volatility as investors focus on the impact on global economic growth. Whilst there are still high levels of uncertainty, and nobody knows how this will develop, global governments and central banks have taken swift and significant action to help mitigate the unexpected economic slowdown. UK and US interest rates have been significantly reduced and many governments across the world, including the UK have announced unprecedented stimulus packages to support their economies. During times of market volatility it is important to focus on your longer term savings objectives and avoid making snap decisions - read our volatile market article.

 

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Schroders Market Update

Every quarter, one of our asset managers from Schroders will provide an update into how the financial market is performing. Johanna Kyrklund - Group Chief Investment Officer and Global Head of Multi-Asset Investments, offers her insights on the different economic factors that influence the market conditions in the video below.

Johanna Kyrklund - Group Chief Investment Officer and Global Head of Multi-Asset Investments

Johanna Kyrklund is Group Chief Investment Officer and Global Head of Multi-Asset Investments at Schroders and joined in 2007. Responsible for investments on behalf of Multi-Asset clients globally and is the head portfolio manager of the Schroder Diversified Growth Strategy. Johanna leads the Multi-Asset Investments division, is a member of the Group Management Committee (GMC) and Chairs the Global Asset Allocation Committee.


 
Transcript

This information is a marketing communication. The views and opinions contained herein are of Johanna Kyrklund, Group Chief Investment Officer and Global Head of Multi-Asset Investments and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.

While we are learning to live with the Corona virus, until we see a stabilisation in the rate of infection, fiscal stimulus is a necessary condition to support the global economy while it goes into hibernation, but it is not sufficient to prompt a recovery in economic activity given the lockdown is in place. Equity valuations are consistent with a short sharp recession and a “V” shaped recovery but in reality the return to normality may take longer than expected, and we also face the potential for a second wave of infection later this year. What is already having a positive impact is the substantial provision for liquidity by the US Federal Reserve, this provides an important backstop for markets and allows credit market stress to abate. The combination of an improved liquidity environment but an uncertain economic outlook leads us to increase our allocations to investment grade debt as the spreads are looking more attractive and it is the main beneficiary of the Fed actions. We are still waiting to add back to equities however, because markets still need to process the significant demand shock caused by the Corona virus.

Important information
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. The material is not intended to provide, and should not be relied on for accounting, legal or tax advice. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the authors, or the individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registration No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

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