Schroders Live - Q3

Listen to our panel of experts discuss the outcome of the UK election and its impact on global markets.

Host:
Andrea Catherwood, award-winning international correspondent and former Bloomberg anchor

Panellists:
Azad Zangana, Senior European Economist & Strategist
David Docherty, UK Equity Fund Manager
Alix Stewart, Fixed Income Fund Manager

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 market.

This session: Although we are seeing signs of a recovery in the global economy, there are risks to momentum for the balance of 2017. In the US, despite having failed to deliver on a number of campaign promises in his first 100 days in office, President Trump is still the best… and possibly last… chance for inflation and growth in the USA. Monetary stimulus has run its course. Next, is fiscal stimulus. Where does our research team differ from the market consensus on the potential winners and losers of potential tax and trade policy reform? We hope you can attend to find out.

On 25 May, the end-of-year results for Schroder European Real Estate Investment Trust will be announced.

To coincide with this, please join Tony Smedley, Head of Continental European Real Estate Investment, Andrew MacDonald, Head of Real Estate Finance, and Jeff O’Dwyer, European Real Estate Investment Manager, as they run through their investment strategy, look back at performance to date and provide an insight on the 2017 European property market going forward.

The Schroder Income Growth Fund plc seeks attractive income opportunities in UK equities. Currently in its 21st 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.

*AIC, as at 14 March 2017. Source for raising dividends: Schroders, as at August 2016

The Schroder UK Mid Cap Fund plc seeks total return in the dynamic mid cap markets in excess of the FTSE 250 (ex-Investment Companies) Index.

Can the uncertainty of Brexit create an opportunity for UK mid caps? Please join fund managers, Andy Brough and Jean Roche, as they provide an update on the trust.

The Schroder UK Growth Fund plc aims to achieve capital growth mainly from investments in UK equities, with the aim of providing a total return in excess of the FTSE All-Share Index.

Please join Philip Matthews, Fund Manager, as he provides an update on the fund, an overview of the market and where he is seeing investment opportunities at present.

This quarter’s ESG webinar will attempt to bring to life how ESG integration works within a fundamental investment process. Jessica and James will review the three pillars of ESG integration and review several recent stock examples.

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.

In the face of unpredictability this year, the question on investors’ minds is where assets should be allocated. Please join Marcus Brookes, Head of the Multi-Manager team, for his insights and an update on the range.

John Paulson, Owner and Portfolio Manager, analyses the performance of the fund over the past quarter and discusses what investors can expect from markets in Q2 2017

Jeff Blumberg, Chief Executive Officer, analyses the performance of the fund over the past quarter and discusses what investors can expect from markets in Q2 2017

Nick Cotton, Relationship Manager, Two Sigma, analyses the performance of the fund over the past quarter and discusses what investors can expect from markets in Q2 2017

Sheldon Kasowitz, Owner and Portfolio Manager, analyses the performance of the fund over the past quarter and discusses what investors can expect from markets in Q2 2017

Please join Nick Field of the Schroders EME team as he examines the latest trends and market events impacting the Emerging Markets.

George Putnam, Partner and Portfolio Manager, analyses the performance of the fund over the past quarter and discusses what investors can expect from markets in Q2 2017

Ben Maxmin, Business Development and Investor Relations, analyses the performance of the fund over the past quarter and discusses what investors can expect from markets in Q2 2017

Matthew Kelley, Director of Research, analyses the performance of the fund over the past quarter and discusses what investors can expect from markets in Q2 2017.

As political uncertainty dominates markets, can there be an upside to a rise in anti-establishment parties in Europe in 2017?

James Sym, manager of the Schroder European Alpha Income Fund and Schroder European Alpha Plus Fund, explains the potential benefits of the changes in government and why investors should look past the political clouds.

Due to its episodic nature and measurement challenges, political risk has historically been ignored by investors or seen as an emerging markets phenomenon. Philip Chandler, CFA, of the Multi-Asset Investments team, will offer his insights as to why political risk may be here to stay and discusses the team’s framework for incorporating a distinctive assessment of political risk into its investment processes.