Volatility is back, so are the opportunities - Seb Mullins | Schroders

Mar 6, 2025

Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders, shares his thoughts on the current volatile market landscape. He highlights that volatility presents opportunities, advocating for a proactive approach to investing. The discussion covers the resurgence of inflation, the complexities of global economics, and the need for dynamic asset allocation. Mullins emphasizes the value of stock picking and the potential of active ETFs, especially for income generation, revealing how investors can thrive in this new normal.

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INSIGHT

Inflation's Tectonic Shift

A tectonic shift is occurring in the market due to inflation.
Investors must adapt to this new era of volatility and recognize the emerging opportunities.

INSIGHT

Volatility Creates Opportunities

Higher inflation creates exciting opportunities for active investors.
It allows for dynamic asset allocation and identification of companies with strong pricing power.

INSIGHT

US Exceptionalism

US exceptionalism continues due to strong economic growth, driven by consumption and low unemployment.
Trump's policies, including deregulation, further boost this growth, while trade wars pose volatility risks.

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Today we speak to Seb Mullins, Head of Multi-Asset and Fixed Income, Australia at Schroders.

The past few months in markets have been a wild ride. After Trump's election the US market was up double-digits as investors thought tax cuts and deregulation would be great for stocks. Now, just months later, the tech-heavy Nasdaq is in a technical correction and European and Chinese markets are up double-digits.

Our guest today thinks we should get used to this wild ride, because we're seeing a new normal for the market. Volatility is back. But rather than being nervous, Seb believes we should be excited. For it is in these volatile markets that great opportunities get presented.

So strap in, focus on what matters, and get ready. According to Seb, stock picking is back.

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This episode has been sponsored by Schroders. Thank you to Schroders for helping keep all of our content free.

If you want to learn more about Schroders, head to: https://www.schroders.com/en/global/individual/

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