CIO Lens Q3 2026: Concentration, credibility and the importance of understanding risk

3 August 2026

As part of a quarterly CIO Lens series, Johanna Kyrklund, Group Chief Investment Officer at Schroders, reflects on how to devise an investment strategy amid heightened geopolitical risk. Recent weeks have been riddled with uncertainty caused by the conflict in Iran and the significant impact on energy supplies. At the same time, we are...