
Simon Doyle
Outgoing CEO and CIO of Schroders Australia with decades in fixed income and multi-asset investing, known for pioneering objective-based investing and leading Schroders' Australian investment teams.
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Jan 30, 2026 • 43min
Simon Doyle on choosing the best assets for protecting portfolios from inflation
Simon Doyle, outgoing CEO and CIO of Schroders Australia with decades in fixed income and multi-asset investing. He explains why inflation has been so persistent. He outlines objective-based portfolio design and which assets he trusts to protect real returns. He discusses gold, inflation-linked bonds, commodities, pricing power in equities, and the challenges of large funds and active allocation.


