Chief Economist Keith Wade explores why he is not as pessimistic about eurozone growth as many and possible reasons why Mario Draghi may be keeping some weapons in his arsenal.
RecordedOct 23 20143 mins
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Investors need to generate stable returns but face lofty equity valuations, historically low sovereign bond yields and fears of a turn in the economic cycle. Therefore, it is time to focus on diversification benefits and building a multi-asset absolute return portfolio able to adapt to a range of market conditions
Jessica Ground, Global Head of Stewardship at Schroders, and team
There are some exciting initiatives that are likely to shape our industry in the years to come, in particular, the focus on alternatives and private equity (PE), where we are seeing an increasing number of managers integrating ESG into their investment process and working with the UN PRI on the PE asset class.
In this webinar, Jessica Ground, Global Head of Stewardship, and her team at Schroders, will discuss the global trends they’re seeing across the leading Asset Owners in this area.
Nicholas Field, Emerging Market Equities Strategist and Fund Manager
Please join Nick Field of the Schroders Emerging Market Equities team as he provides the Team's thematic views on the sweeping demographic changes taking place in China, Brazil, and other key global EM societies – and what these changes mean for EM investors.
Jessica Ground, Global Head of Stewardship at Schroders, and team
In this session, the Team will discuss our Climate Progress Dashboard, which monitors if global action is enough to limit global warming to 2 degrees. We will also discuss our Carbon Value at Risk Model. Combining analysis of supply chains, cost structures, prices and volumes to simulate real world impacts from carbon pricing, its results bear very little correlation to conventional measures. Finally we ask if this is the end of the road for fossil fuel companies, or if there might be some redemption.
Duncan Lamont, Head of Research and Analytics, Distribution Research and Thought Leadership
In this live call Duncan Lamont, Rajeev De Mello and Jack Lee will outline the key points of this thought leadership paper and provide practitioners' perspectives on investing in China.
Marketing material for professional investors or advisers only.
Manus Cranny, Bloomberg, Michael Scott, Fund Manager, Keith Wade, Chief Economist
Join us from the London Stock Exchange for Schroders Live on Wednesday 17 January 2018. Our panel of experts Keith Wade, Chief Economist, Michael Scott, Fund Manager, and guest host Manus Cranny, Bloomberg's European Markets Editor will be discussing the latest hot topics affecting global markets and exploring the opportunities and challenges that investors may face in the coming months.
If you prefer to dial in using the telephone the details are as follows:
Number: 0808 109 0701
PIN: 5457096#
David Knutson, CFA, Head of Credit, Americas, Schroders
This session, David examines the Venezuelan debt crisis - what happened, who owned what and how did we invest; Muni madness; and the Top 10 risks for 2018
On 6 December, the end-of-year results for Schroder European Real Estate Investment Trust will be announced.
To coincide with this, please join Jeff O'Dwyer, European Investment Manager, and Andrew MacDonald, Head of Real Estate Finance, as they provide their investment outlook for 2018 and cover the main contributing and detracting factors which have affected the portfolio performance in the last year.
The Schroder Income Growth Fund plc seeks attractive income opportunities in UK equities. Currently in its 22nd unbroken year of raising dividends for shareholders since launch, the Company has been named as an investment company sector 'Dividend Hero' by the AIC*.
Please join Sue Noffke, Fund Manager, as she explains how this investment trust works, provides an update on the trust and where she is finding new opportunities in the market.
Jessica Ground, Global Head of Stewardship, Schroders
Formerly called 'ESG Quarterly', this webinar looks at Schroders Sustainable Investment team's latest quarterly research insights. This quarter, we focus on the pharmaceutical industry from an ESG perspective. The team will also present on the efficacy of ESG factor screening and offer insights from Schroders' 2017 Global Investor Survey.
David Knutson, CFA, Head of Credit, Americas, Schroders
Credit is a significant part of many of our clients’ portfolios, which is why we started Credit Insights -- a new webinar series aimed at delivering our latest views and outlooks on the global credit markets.
This session: We discuss the 'distribution disruption' and how it's impacting the retail sector, leveraged loans, risk parity strategies, and insights gleaned from Schroders' upcoming Fixed Income Quarterly Investment Forum.
Jessica Ground, Global Head of Stewardship, and team
A look at Schroders Sustainability team's latest quarterly research insights. This quarter, they discuss corporate controversies and why ESG integration is just as important in identifying future growth as it is for managing downside controversy risk. The fact and fiction about Founder-Owner led companies, and insights on their regular engagement efforts.
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.