UK $1.1 Trillion Asset Manager Schroders Asia Investment Conference 2026 Held in Beijing, Hong Kong & Singapore Joined by 300+ Attendees with Topics on Capturing Capital Growth & Income in Public & Private Markets, Key Schroders Presenters Include Group Chief Investment Officer Johanna Kyrklund, CIO Equities Alex Tedder, Head of Multi-Asset Income Dorian Carrell, Head of Global Unconstrained Fixed Income Julien Houdain, Schroders Capital Benjamin Alt, Head of Client Group for Asia Gopi Mirchandani & China CEO David Guo
7th March 2026 | Hong Kong
UK asset manager Schroders ($1.1 trillion AUM) Asia Investment Conference 2026 held in Beijing, Hong Kong & Singapore, was joined by 300+ attendees with topics on capturing capital growth & income in public & private markets. Key Schroders presenters include Group Chief Investment Officer Johanna Kyrklund, CIO Equities Alex Tedder, Head of Multi-Asset Income Dorian Carrell, Head of Global Unconstrained Fixed Income Julien Houdain, Schroders Capital Benjamin Alt, Head of Client Group for Asia Gopi Mirchandani & China CEO David Guo. Announcement (5/3/26): “Over 300 valued guests gathered at Schroders’ Asia Investment Conference 2026 over thoughtful discussions and fireside conversations on capturing capital growth and income across a range of asset classes in the public and private markets. This year, traditional routes to returns and yield are being redefined as global economies adjust to rapid technological progress and evolving geopolitical dynamics. Speakers at the conference agree it is an opportune time for actively managed, agile and diversified investment strategies that can support investors in navigating any environment. Gopi Mirchandani, Head of Client Group for Asia at Schroders, presented the opening remarks in Hong Kong and Singapore, while China CEO David Guo, led the welcoming of clients to the Beijing edition of the conference.” See below for investment insights from Schroders investment team:
“ UK $1.1 Trillion Asset Manager Schroders Asia Investment Conference 2026 Held in Beijing, Hong Kong & Singapore Joined by 300+ Attendees with Topics on Capturing Capital Growth & Income in Public & Private Markets, Key Schroders Presenters Include Group Chief Investment Officer Johanna Kyrklund, CIO Equities Alex Tedder, Head of Multi-Asset Income Dorian Carrell, Head of Global Unconstrained Fixed Income Julien Houdain, Schroders Capital Benjamin Alt, Head of Client Group for Asia Gopi Mirchandani & China CEO David Guo “
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Johanna Kyrklund, Group Chief Investment Officer at Schroders outlined the global trends that will pose a new set of challenges for investors: “Today’s market environment is benign from a cyclical standpoint – growth is robust and inflation is under control, while both monetary and fiscal policies are stimulative. This leads us to remain positive on equity markets but we must recognise that structural risks in the form of elevated valuations, AI disruption and geopolitical uncertainty are heightened, requiring careful portfolio construction and agility in managing exposures. Steadfastly maintaining our active asset management philosophy is about navigating these complexities with discipline, conviction and a proven research-driven approach.”
Alex Tedder, CIO Equities at Schroders presented on opportunities to expand equity investments and discussed whether the long-term potential of artificial intelligence (AI) can be realised: “The current bull market in equities is the second-longest and second-strongest in at least 100 years. Valuations are extended, posing a potential drawdown risk at some point. However, corporate earnings momentum, both in the US and globally, remains strong … … Technology continues to be front-and-centre for most investors, with AI clearly the dominant theme. The market has entered a different phase with respect to the AI revolution, with uncertainties building. Investors are questioning the return on investment (ROI) in relation to AI capex. At the same time, many hitherto stable technology companies, particularly in the software sector, have experienced significant de-rating over fears of AI- disintermediation. Increasing divergence between technology winners and losers across the AI spectrum, is a trend we expect to continue. Active stock selection will be key to identifying the winners … … Elsewhere a shift in sentiment is also apparent in the broadening out of sector and regional returns, with many cyclical areas delivering strong returns in 2026 year-to-date. Non-US markets, particularly in Asia, look increasingly interesting given relatively low expectations and scope for significant positive operating leverage in some cases. Asian industrial companies are likely to be market share gainers – reflecting competitive advantage in automation and electrification technologies – whilst financial stocks are likely to experience accelerating loan growth and improved credit quality after a relatively challenging period.”
Dorian Carrell, Head of Multi-Asset Income at Schroders, and Julien Houdain, Head of Global Unconstrained Fixed Income, outlined their best ideas for identifying yield opportunities in today’s toppish and volatile markets: “The search for sustainable real yield is top of mind for many investors and they are re-thinking their approach. Success in a fragmenting world will require broadening out with a genuinely global total return mindset that blends income and capital growth. Rather than prioritising optically high levels of income, we expect this powerful combination to help counter inflation and provide much needed balanced exposure across regions and sectors … … With key parts of the equity universe offering an uncomfortable mix of questionable valuations, optimistic growth assumptions and heightened concentration, avoiding overpaying for high expectations has become our investment motto for 2026. Similarly, after years of abundant liquidity, mainstream fixed income spreads offer little in terms of protection from defaults or diversification, at a time of rapidly increasing credit risk, largely fuelled by the voracious funding needs of AI … … On the positive side, this unusually divergent policy and corporate backdrop have set the stage for increasing dispersion within asset classes. These intra-sector moves have created the ideal environment for our fully active total portfolio approach, harnessing a well-established global equity and credit research platform to directly reflect our top-down views at a security level. While the immediate aim is to avoid turbulence at high altitude, our fully active and integrated approach leaves investors well placed to uncover the best blend of total return income securities across the life cycle of portfolios.”
Julien Houdain: “Global yields near multi-decade highs can be found across the fixed-income universe. There is, however, huge divergence across geography and maturity, making active management crucial. Our current probabilities put high weight on our two central scenarios for the macro economy – ‘just right’ and ‘warming up’. With this outlook, we still see a range-bound environment for overall duration, but with yields near the bottom of the range we are biased tactically short … … We are still defensively positioned within the bond market and would use any volatility to add risk. We continue to like global financials and select real estate credit which offer compelling valuations with strong fundamentals. These sectors should perform better in the case of an AI-driven sell-off. Active management and flexibility remain crucial to protecting investment portfolios in a volatile environment.”
Schroders manages approximately £15 billon AUM across the income range. Carrell and Houdain highlighted that the firm takes a top-down and bottom-up fundamental research-driven approach to generate resilient income for clients across asset classes and through market cycles.
Benjamin Alt, Head of Global Private Equity Portfolios for Schroders Capital, explained at his session why small and mid-market buyouts remain well positioned to outperform over the long term, supported by structural tailwinds and historical evidence: “Representing roughly 90% of global private equity deal activity, the small–mid market offers a vast and undercapitalised target universe. Small-mid buyouts typically transact at materially lower purchase price multiples, providing a valuation discount compared to large-cap buyouts … … These smaller companies often have greater capacity to innovate and transform when backed by experienced private equity partners with deep operational expertise, potentially creating greater value. Many generate most of their revenues domestically, helping insulate portfolios from global trade frictions and geopolitical volatility … … Manager selection is becoming more important than ever in an expanding and increasingly crowded global private equity universe. Schroders Capital’s global approach to selectivity and access network can better unlock capital growth and resilience.”
Schroders – Schroders is a global investment manager which provides active asset management, wealth management and investment solutions, with £823.7 billion (€943.4 billion; US$1107.9 billion) of assets under management at 31 December 2025. As a UK listed FTSE100 company, Schroders has a market capitalisation of circa £6.5 billion and operates across 38 locations. Established in 1804, Schroders remains true to its roots as a family- founded business. The Principal Shareholder Group continues to be a significant shareholder, holding approximately 44% of the issued share capital. Schroders’ success can be attributed to its diversified business model, spanning different asset classes, client types and geographies. The company offers innovative products and solutions through four core business divisions: Public Markets, Solutions, Wealth Management, and Schroders Capital, which focuses on private markets, including private equity, renewable infrastructure investing, private debt & credit alternatives, and real estate. Schroders aims to provide excellent investment performance to clients through active management. This means directing capital towards resilient businesses with sustainable business models, consistently with the investment goals of its clients. Schroders serves a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
UK $1.1 Trillion Asset Manager Schroders Asia Investment Conference 2026 Held in Beijing, Hong Kong & Singapore Joined by 300+ Attendees with Topics on Capturing Capital Growth & Income in Public & Private Markets, Key Schroders Presenters Include Group Chief Investment Officer Johanna Kyrklund, CIO Equities Alex Tedder, Head of Multi-Asset Income Dorian Carrell, Head of Global Unconstrained Fixed Income Julien Houdain, Schroders Capital Benjamin Alt, Head of Client Group for Asia Gopi Mirchandani & China CEO David Guo
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