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Schroders Germany

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  • 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.
  • Handelsstreit
    Daniel Loesche Recorded: Jun 22 2018 2 mins
    •Der Handelsstreit zwischen China und den USA ging diese Woche in die nächste Runde
    •Neben den angekündigten Zöllen in Höhe von 25% auf 50 Mrd. USD in chinesischen Exporten, die am 6. Juli in Kraft treten sollen, droht die USA nun damit weitere Zöllen auf 200 Mrd. USD in chinesischen Exporten zu erheben
  • 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
  • Ende des Konjunkturzyklus
    Ende des Konjunkturzyklus
    Daniel Loesche Recorded: Jun 5 2018 2 mins
    Die aktuelle wirtschaftliche Expansionsphase ist seit diesem Monat die zweitlängste in der Geschichte der USA und wird im Juni dann 9 Jahre andauern; nur die Expansion von 1991 bis 2001 bis dato noch länger. Daher drängt sich die Frage auf, wie lange der Zyklus noch gehen kann
  • Schroder ISF US Small and Mid-Cap Equity
    Schroder ISF US Small and Mid-Cap Equity
    Jenny Jones, Head of US Small & Mid-Cap / Equities Recorded: Jul 19 2017 33 mins
    Join us as Fund Manager Jenny Jones discusses the performance, positioning and market outlook for the fund.
  • The outlook for Indian equities
    The outlook for Indian equities
    Ashwin Patni, Product and Fund Manager, Axis AMC Recorded: Jun 22 2017 37 mins
    Indian equity markets are up over 20% YTD (in USD terms) and are one of the best performers in the EM space this year.

    Join us for this live discussion with Ashwin Patni, Product & Fund Manager, Axis AMC, as he discusses the outlook for the sector and how investors can tap into its potential.
  • Schroders Live - positioning yourself for change?
    Schroders Live - positioning yourself for change?
    Manus Cranny Recorded: Jan 13 2017 28 mins
    Join our panel of Schroders' experts: Azad Zangana, Economist, Johanna Kyrklund, Head of Multi-Asset Investments and guest host Manus Cranny, Bloomberg's European Markets Editor.

    Together they will discuss the impact of Trump's prospective policies; global reflation; growth prospects in China; and the opportunities and challenges that investors may face in 2017.

    For participants wishing to access on the telephone, the dial-in details are as follows:

    +44 (0)20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
  • Cause to cure: ESG engagement and research on food labelling and drug pricing
    Cause to cure: ESG engagement and research on food labelling and drug pricing
    Jessica Ground, Global Head of Stewardship, Elly Irving, ESG Analyst, and Seema Suchak, ESG Analyst, each with Schroders Recorded: Nov 30 2016 38 mins
    Investors often have mixed views on the benefits of ESG engagement, especially within Big Industry sectors. As long-term stewards of client’s capital, our goal is to provide meaningful insights on our engagements with the aim of demonstrating how ESG research is good not only for investors in the form of improved stock prices, but how engagement may also prove beneficial for those companies willing to express change within their business models. This webinar will focus on the ESG Team’s engagement research within the Pharmaceuticals and Consumer Staples -- two critically important consumer-driven global industries.
  • Schroders: What does the election of Donald Trump mean for Emerging Market Debt?
    Schroders: What does the election of Donald Trump mean for Emerging Market Debt?
    Alan Cauberghs Recorded: Nov 30 2016 12 mins
    It appeared that the environment for emerging market debt was improving as many developing countries have brought inflation under control, have seen an improvement in their competitiveness and have scope to reduce interest rates. But the election of Donald Trump has raised the spectre of US protectionism and resulted in rising Treasury yields. Alan Cauberghs, Investment Director, explores whether the outlook for emerging market debt has changed materially and if the asset class can still generate attractive returns in the revised political climate

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