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Schroders Institutional

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  • EM Debt in 2019 – don’t call it a comeback
    EM Debt in 2019 – don’t call it a comeback
    Jim Barrineau, Head of EMD Relative, Schroders Recorded: Mar 7 2019 19 mins
    Emerging market debt has had a remarkable run so far in 2019, but is this just a tactical play in the wake of a challenged year for risk assets? We think it’s more than that. EMD remains a strategic asset class play, and Schroders’ Head of EMD Relative Jim Barrineau will explore the ways in which EMD is attractive as the risk-free rate peaks.

    He will also discuss where he sees the best opportunities among both hard- and local-currency debt, and how investors can be strategic with their EMD allocations in 2019.
  • Sustainability Quarterly
    Sustainability Quarterly
    Schroders' Sustainable Investment team Recorded: Jan 17 2019 38 mins
    Sarah Bratton hosts the Sustainable Investment team as they kick off the New Year with several timely topics including the relevance of ESG factors in managing both trade wars risk and the proliferation of artificial intelligence (AI) in the global economy. They will also touch on divestment practices and trends among several ‘sin sectors’.
  • Schroders' Emerging Market Equity quarterly review and outlook
    Schroders' Emerging Market Equity quarterly review and outlook
    Tom Wilson, Head of Emerging Market Equities, Schroders Recorded: Jan 10 2019 46 mins
    Schroders' longest-standing webinar series, with our Head of EME Tom Wilson offering his outlook on the Emerging Markets in 2019.
  • Trick or Treat? Sustainability Quarterly  with Jessica Ground
    Trick or Treat? Sustainability Quarterly with Jessica Ground
    Jessica Ground, Head of Stewardship at Schroders, and team Recorded: Oct 31 2018 22 mins
    On this All Hallows' Eve edition of Schroders’ Sustainability Quarterly webinar, we look at ESG-indexing, and ESG within the Emerging Markets, both areas that can potentially offer tricks & treats.

    The combination of rising demand for index-based investment products and an increasing appetite for strategies based on ESG criteria has led to a sharp increase in ESG-branded products. We highlight a number of reasons why these simple, low-cost solutions may not provide either the financial or sustainability outcomes investors are likely to expect.

    EM have tended to exhibit greater volatility than developed markets. Less stringent regulation, rapidly changing demographics and evolving policy environments can add to the uncertainty for EM investors. These
    issues are less likely to impact better managed, more sustainably run companies, in our view.
  • Credit Insights with David Knutson
    Credit Insights with David Knutson
    David Knutson, CFA, Head of Credit, Americas, Schroders Recorded: Oct 2 2018 40 mins
    Schroders recently held its Quarterly Fixed Income Investment Forum, and for this webinar David Knutson will give a glimpse into this 3-day discussion by recapping several debates that went on, including the state of the USD, and inflation. He will also offer a research analyst's perspective on another current debate sparked by recent tweets - quarterly reporting.
  • Assessing the concentration risks in the Emerging Markets
    Assessing the concentration risks in the Emerging Markets
    Michael O'Brien, Ph.D, and Derek Power, Schroders QEP team Recorded: Sep 26 2018 27 mins
    Emerging market equities remain an attractive area to find growth. While liquidity and FX remain powerful drivers of EM asset prices, for those with a longer-term view, we think the fundamentals are strong and there remains compelling alpha to be had across region, sector, and market cap. So where are we seeing value?

    Join Dr Michael O’Brien and Derek Power from Schroders QEP team as they look at the secular changes that are transforming this dynamic and diverse asset class -- and where they see opportunities.
  • Sustainability Quarterly
    Sustainability Quarterly
    Jessica Ground, Global Head of Stewardship at Schroders, and team Recorded: Jul 25 2018 42 mins
    Please join Jessica Ground and the Sustainable Investment team as they dive into the ESG topics currently making waves.

    No one wants to vacation on a beach full of plastic. With more regions talking about banning some plastic items, what is the impact for the plastics supply chain, and end users. Meanwhile, as summer temperatures reach record highs, we will revisit our Schroders Climate Progress Dashboard a year on from launch and see how the thermostat is re-calibrating. Finally, as you pack up the car for your big summer trip, is there a residual risk that is not being captured within the auto loan industry, despite banks tighten up their consumer protection rules and processes?
  • Schroders' Emerging Market Equity quarterly review and outlook
    Schroders' Emerging Market Equity quarterly review and outlook
    Tom Wilson, Head of Emerging Market Equities, Schroders Recorded: Jul 12 2018 50 mins
    The Team's quarterly review and outlook on the Global Emerging Markets.
  • Schroders' Multi-Asset mid-year outlook
    Schroders' Multi-Asset mid-year outlook
    Johanna Kyrklund, CFA, Global Head of Multi-Asset Investments, and Adam Farstrup, CFA, Head of Multi-Asset Product, Americas Recorded: Jun 7 2018 28 mins
    Johanna Kyrklund, Global Head of Multi-Asset Investments, provides a mid-year assessment of the Team’s cyclical & risk scenarios, as well as where they anticipate opportunities arising across the global markets. Topics to be discussed include:

    * Are risks in the global economy moving from a reflationary bias to stagflation?
    * Mid-term scorecard for the Fed
    * Comparing & contrasting European versus US opportunities and risks
    * Is it time to re-engage with emerging markets from an asset allocator’s perspective?
    * And Q&A
  • ESG Quarterly: Engaged and Engaging
    ESG Quarterly: Engaged and Engaging
    Hosted by Jessica Ground, Global Head of Stewardship Recorded: Feb 1 2017 39 mins
    Join Schroder's ESG Team for this new webinar series aimed at bringing you the Team's latest research highlights. This session, we will present the findings from our Global Investor Study related to ESG, including which counties and demographics are most engaged, and what challenges does this create for investors. Next, we will turn to our recent Global ESG engagement activity and run through our recent research on US Corporate Governance trends, with insights into our pre 2017 AGM season engagement topics. Finally, we will discuss our cutting-edge research on the Emerging Markets where we have been doing some focused work engaging on bribery and corruption.

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