Hi [[ session.user.profile.firstName ]]

Schroders Private Asset NA

  • Date
  • Rating
  • Views
  • Credit Insights with David Knutson
    Credit Insights with David Knutson
    David Knutson, CFA, Head of Credit, Americas, Schroders Recorded: Feb 14 2019 38 mins
    In this edition of Credit Insights, David looks at the explosion of triple-B bonds in the IG universe, the recent high yield retracement, and what the Year of the Pig may have in store regarding China’s economic growth & the trade war dispute.
  • Schroders ILS – Renewals Update
    Schroders ILS – Renewals Update
    Dirk Lohmann, Head of ILS; Daniel Ineichen, Head of Portfolio Management; Beat Holliger, Head of Product Management Recorded: Jan 30 2019 42 mins
    Watch our Schroders ILS experts, Dirk Lohmann, Daniel Ineichen and Beat Holliger review the all-important January renewal season.
  • US Small Caps: '18 in 18
    US Small Caps: '18 in 18
    Bob Kaynor, US Small and SMID Cap Equities Recorded: Jan 29 2019 21 mins
    An 18-minute look at the US Small Cap asset class, what drove returns in 2018, and what we think will be key drivers and themes 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.
  • Securitized Credit: A Timely Fixed Income Credit Alternative
    Securitized Credit: A Timely Fixed Income Credit Alternative
    Jeff Williams, Fund Manager, Securitized Credit Team, Schroders Recorded: Oct 16 2018 34 mins
    As investors contemplate the lower return environment, the potential for rising interest rates and rich valuations, many rely on traditional fixed-income credit strategies, or leveraged loans, as a way to generate return or income. These markets have become crowded, and the crowds pushing into risk by the global liquidity glut are, in our view, concernedly complacent.
     
    Now is the time to avoid these very crowded parts of the market through an alternative that’s been here in place sight all along - Securitized Credit. In this webcast we will explore the broad range of alternatives, from defensive to opportunistic, that can be found in Securitized Credit and lending. We will also demonstrate how these traditional credit replacements can consist of a hybrid of private debt and public securities to provide an attractive return profile, and offer better diversification with the most commonly held portfolio allocations. 
  • 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?

Embed in website or blog