Are you realistic about returns?

If you were asked what returns you expected from your investments over the next five years, what would you say? 3%, 5%, 8% or more?

We asked that exact question to 25,000 investors around the world and they said 10.7%!

We talk to Rupert Rucker, Head of Income Solutions at Schroders, and ask are those returns realistic and, if so, what investors might need to do to achieve them.

RUNNING ORDER:

01m 05s: 10.7% returns: How realistic are investors being?

01m 29s: Why are the returns unrealistic?

02m:46s: What do we mean by returns?

03m 38s: Does investment knowledge make a difference?

04m 34s: How much pressure does that put on fund managers?

05m 48s: Why low interest rates are the norm

07m 27s: What happened to rates before and after the financial crisis?

08m 12s: The danger of low interest rates

09m 15s: How to overcome low interest rates

12m 05s: Schroders forecast returns

14m 15s: What is volatility and how do we manage it?

16m 27s: Top three tip to achieve desired returns

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READ MORE ABOUT RETURNS ON OUR WEBSITE:

Income

Schroders.com/insights

Important information. This podcast is for investment professionals only.

This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of 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. Exchange rate changes may cause the value of any overseas investments to rise or fall.

Past Performance is not a guide to future performance and may not be repeated.

The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.