Schroders Live - Q3

As we head into May, Governments around the world are now planning to lift Covid-19 restrictions and the estimated duration of the crisis, rather than the severity, is now under close scrutiny.

Whether you believe in a V, U, W or L shaped recovery, we see the opportunities presented in Credit as too important to miss, particularly as reliable and attractive income elsewhere is hard to come by.

Join Peter Harvey, Fund Manager, to hear about his views on the attractive opportunities opening up across both the investment grade and high yield credit.

Join Tim Creed and Ben Wicks for a focused update on how they are managing the portfolio through the crisis, how we are maintaining our focus on both our short and longer term goals and the progress we are making.This presentation is for professional investors and advisers.

Never the same again? Please join Andy Brough and Jean Roche, co-managers of the Schroder UK Mid Cap Investment Trust, to hear how we think the covid-19 crisis will impact various parts of the market, and why we believe that cash generative, quality UK businesses have the resilience, resourcefulness and creativity to survive the storm by recognising what we might be leaving behind and where to position themselves in this new world.

With many companies announcing dividend cancellations, cuts and deferrals in light of the challenging economic environment, your clients’ reliance on traditional sources of income will be under great pressure. Tune in to this web conference with Rupert Rucker to hear how our Maximiser and Monthly Income Fund range diversifies its income sources using option premia from selling covered calls and how it performs during market crises. In trying to solve the problems of lower interest rates and high market volatility, we have significant flexibility to mitigate the temporary loss of dividends from some companies and address your clients’ lack of income.

COVID-19 will act as a catalyst for dramatic change in real estate.

Please join Tom Walker, Co-Head of Global Real Estate Securities at 2pm SAST on the 30 April to understand why the Schroders International Selection Fund - Global Cities has been resilient and is well positioned for the future.

The UK Government now enters a new phase in the fight against Covid-19, where it considers the plan for lifting restrictions, getting the UK back to work and growing the economy again. That said, the timing and shape of the recovery is still unclear and many of the company management teams in our portfolios are still prioritising the safety of employees, preserving liquidity and focusing on balance sheet strength. How will this play out for UK equity investors, particularly as this historically generous and shareholder-friendly market is suffering dividend cuts, deferrals and cancellations against a backdrop of sobering economic forecasts? Our work has reassured us about the attractive absolute and relative value of those companies in our current portfolios and we are sticking to the disciplined investment process that has served us well for over 20 years. Join Sue Noffke to hear how we look to take advantage of valuation opportunities in market-leading, cash generative, well-managed business that have been unduly sold off, in order to continue to provide your clients with income and growth above inflation, in the long term.

Doom and gloom abound, as the Covid-19 virus morbidity and mortality rates rise in the US and unemployment surges. Whilst households received $1200 directly from Government, a sudden end to companies’ revenue and the challenges of a future re-hire programme will put huge pressure on many US companies, large and small. All investors have been hit the speed and severity of this pandemic crisis.

But the US is resilient and there still remains a determination and resoluteness to the world’s largest and most dynamic economy.

Please join Frederick Schaefer, Head of Equities Management, US & Bob Kaynor, Head of US Small and Mid Cap Equities to hear about what we have been doing to manage your money through the crisis so far and how we are positioning ourselves for the future.

With Denmark the first European country to lift lock down restrictions and Angela Merkel enjoying rejuvenated poll ratings for her leadership through the crisis, Europe appears to be at the forefront of developed market recovery. But we’re not out of the woods yet, as dividends are cancelled, deferred or reduced, and economic growth forecasts and earnings revisions make for grim reading.

Please join Martin Skanberg on this web conference to hear how we are re-positioning the European Alpha Income Fund to take advantage of opportunities on behalf of you and your clients in the coming weeks, months and years.

In the wake of the crisis, companies’ treatment of their customers, employees and suppliers has come under greater scrutiny than ever before. There is now growing evidence to support outperformance of companies run with stakeholders and long-term sustainability in mind. As the Chairman of the World Economic Forum said ‘Covid-19 is a litmus test for the stakeholder approach’ so please join Hannah Simons, Head of Sustainability Strategy, and Katherine Davidson, Global Sustainable Fund Manager, for a Q&A on why it is time to pay attention to this approach now and how we are driving long-term valuation creation with it.

Fund manager Masaki Taketsume and Investment Director Nathan Gibbs will give an update on the Schroder Tokyo and Schroder Japan Growth funds.

Please join Fund Managers, Simon Adler, and Liam Nunn, for a 40 minute market outlook and fund update. We will look to address market trends and fund movements, as well as answering your questions which can be submitted through our live Q&A.

Please join Simon Adler and Liam Nunn, Global Value Equity fund managers, for a 40 minute market outlook and fund update on 2 April at 9am BST / 10am SAST

They will look to address market trends and fund movements, as well as answering your questions which can be submitted through our live Q&A.

*Schroder International Selection Fund is referred to as Schroder ISF

Please join Tom Walker and Hugo Machin, Co-Heads of Global Real Estate Securities, for a 40 minute market outlook and fund update on 31 March at 10am

They will look to address market trends and fund movements, as well as answering your questions which can be submitted through our live Q&A.

Please join fund manager, Jonathan Golan, for an update on the Schroder Sterling Corporate Bond Fund at 10:00 am on Friday, 27 March 2020.

Please join Kevin Murphy and Nick Kirrage, Global Value Equity fund managers, for an update on the Schroder Income and Schroder Recovery Funds

Join us for a Q&A with Martin Skanberg, European Equities fund manager

ESG in and of itself is no longer an investment differentiator. But how one conducts their ESG research, the proprietary tools they utilize, and how they express it through cutting-edge fundamental analysis, that’s groundbreaking! In this session we look at how fundamental research integrates with an ESG research framework within the credit markets, as well as in an area few think of when they think ESG – US Small Cap.

Bob Kaynor, Head of US Small & Mid Cap Equities, and David Knutson, Head of Credit Research, Americas discuss their respective platform.

Join us as Head of Securitized Credit Michelle Russell-Dowe presents on the research her team is doing on the credit markets by and large, and trends they’re seeing within CLOs, global ABS, and more.

Please join us for the first Schroders webinar of 2020 as we feature one of our flagship capabilities -- Emerging Market Equity -- and what investors can expect in the near term across the global EME universe.