Articles by Duncan Lamont, Head of Strategic Research, Schroders

Image for Duncan Lamont, Head of Strategic Research, Schroders

Duncan writes actionable, thought leadership research to offer insights which help Schroders’ clients make better investing decisions. Prior to joining Schroders seven years ago, Duncan was a principal in the Global Asset Allocation team at Aon Hewitt, where he was responsible for the development of the firm’s long term strategic capital market assumptions, and driving its medium term asset allocation views across the full range of traditional and alternative asset classes. He also had spells as an assistant director at a corporate finance boutique and as a trainee investment consultant. Duncan is a CFA charterholder with a Masters in Mathematics, Operational Research, Statistics and Economics from the University of Warwick, specialising in actuarial and financial mathematics.

What differentiates our platform versus other providers in the market?

By Jonathan Sandell, Scottish Widows

Adviser newsletter

What Differentiates Our Platform versus Other Providers in The Market? I would say collaboration, connectedness and commitment. First, collaboration is key. We never forget we are here to help advisers provide a great experience to their clients. While the tech stack is important, what occasionally gets overlooked is the role of people. The value of the collaboration between the people who use platforms and those who run them is what determines real, long-term success.

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Investing In Clean Technology For Tomorrow’s Renewable Economy

By Hamish Chamberlayne, Janus Henderson Investors

Adviser newsletter

Hamish Chamberlayne, Head of Global Sustainable Equities at Janus Henderson Investors, considers the seismic changes that are happening to make renewable energy the new backbone of the global economy.

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Ignore the Instability in the Mortgage Market – the UK Consumer is on Solid Ground

By Ed Legget, Artemis

Adviser newsletter

Ed Legget, manager of the Artemis UK Select Fund, believes the UK consumer is in much better shape than negative headlines would suggest. This means the low valuations of UK consumer discretionary stocks are unjustified and represent an attractive entry point for long-term investors.

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Genomics

By Jasveet Brar, M&G

Adviser newsletter

Impact investors aim to invest in companies providing innovative, impactful solutions to the world’s most pressing environmental and social challenges, such as the provision of good health and well-being. In this article, we take a closer look at genomics, an innovative technology with the potential to improve healthcare efficiency, reduce suffering and ultimately save lives.

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Explorer in Japan: Sustainability and Digitalisation

By Aaron Scully, Janus Henderson Investors

Adviser newsletter

Aaron Scully, Global Sustainable Equities portfolio manager at Janus Henderson Investors, took a trip to Japan to learn more about the companies that operate there as well as its economic and political climate.

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Are emerging markets ready for a resurgence?

By Devan Kaloo, Abrdn

Adviser newsletter

Devan Kaloo, Global Head of Private Markets at Abrdn, explains why they believe there are compelling reasons to invest in emerging markets.

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Bonds: Finding value in a lopsided world

By

Adviser newsletter

Mark Nash, Huw Davies and James Novotny discuss the divergence in monetary policy between the US and Europe and how that’s creating opportunities in the bond markets.

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