Both the Schroder UK Opportunities Fund and the Schroder UK Alpha Income Fund follow an investment approach based around the business cycle, where the managers attempt to identify turning points in the cycle and then focus on the types of companies they believe will benefit from it.
Join Fund Manager Matt Hudson where he will discuss how the UK economy is going through an “economic slowdown, not a showdown” and the opportunities he is currently finding within the markets.
James Barrineau, Co-Head of Emerging Markets Debt, Schroders
After a very challenging 2015, emerging market debt has produced a strong, broad-based move forward thus far in 2016. Through the month of April, components of the asset class are up anywhere from 5% to 11%. An obvious question on the minds of all professional investors: Can this trend last? Please join Jim Barrineau, Co-Head of Emerging Market Debt Relative at Schroders, in a wide-ranging discussion on the current status of this asset class. Jim will cover the factors that have propelled the market so far in 2016, the anticipated drivers going forward, and the potential tail risks to the asset class.
The fund’s objective is to provide investors with a high level of monthly income from a diversified portfolio of debt securities. The full spectrum of available securities, including unrated issues and those of non-investment grade, are utilised.
Join Citywire A-rated Fund Manager*, Michael Scott, to get the latest views on high yield credit, how monetary policy is set to drive spreads, as well as the key themes that are playing out in the portfolio.
*Source of rating: Citywire, as at 29 February 2016
ESG is on the rise. There is a clear trajectory that has built up since the end of the last century establishing good governance and oversight as an important part of the fiduciary duty for both companies and investors. The direction of travel is clear. Join Schroders’ Head of Stewardship Jessica Ground as she explores the seismic changes unfolding across the investment landscape, and discusses why ESG integration and engagement should be an integral part of the equity and fixed income investment process -- potentially leading to better outcomes.
Asia continues to offer significant structural advantages in terms of growth potential over the longer term, and this fund maintains a bottom-up investment view, investing in Asian companies with a strong income case and potential for capital growth.
Richard Sennitt, Fund Manager, with over 22 years of investment experience in this region, will provide an update on the fund and an insight into how he uses fundamental research to help unlock income opportunities in Asian markets.
The six funds in the range have been designed with a broad range of investors in mind, aiming to help people with different objectives achieve their goals through a single balanced investment. Join Marcus Brookes, head of the Multi-Manager team, for an update.
Schroder webcasts will be hosted by the fund managers. They aim to give you an in-depth, up to date view of our funds. You will have the opportunity to question fund managers on their holding, investment process and strategy going forward.