Opportunities in value investing

If you’ve spent the last few months adopting a pet, discovering Fortnite, day trading on the stock market or refurbishing your home, you’ve been part of the UK’s growing homebody economy, but global investors continue to shun UK equities. With the Chancellor’s Winter Economic Plan and the new Jobs Support Scheme, many non-viable companies will not survive the coming months.

Join Jean Roche, co-manager of Schroder UK Mid Cap Fund Plc, to hear how we are actively positioning our portfolio based on the sustainability of holdings, including top line growth, cash flow and business practices. The storm is far from over, but we see companies out there that are resilient, resourceful and creative enough to survive it.

During our previous UK Income Growth and Alpha Income web conference in April, the timing and shape of the UK recovery was unclear, but we still anticipated valuation opportunities and a dividend yield of c3.5% in spite of cuts, deferrals and cancellations. After 6.6% (ONS) GDP growth in July, some might say that recovery is still under pressure with an end to the furlough scheme, tax rises and local pandemic restrictions imminent. That does not mean there is nowhere to find opportunity in the UK market.

Join Sue Noffke to hear how she aims to generate income over the next 12 months through exposure to market-leading, cash generative and well-managed businesses in the UK that have seen the income bounce back.

Japan continues to weather Covid-19 better than many developed economies, with less severe restrictions on mobility, a shallower economic downturn and a far smaller increase in unemployment. The stock market has not fully reflected this as investors remain more concerned about geopolitics and global trade issues.

Join Masaki Taketsume to hear about improving corporate governance, productivity gains and strong balance sheets, as he positions the Japan Growth and Tokyo Funds for the future market environment, emphasising high active share, a focus on sustainable earnings and high conviction positions.

This is a webinar for private investors.

Japan continues to weather Covid-19 better than many developed economies, with less severe restrictions on mobility, a shallower economic downturn and a far smaller increase in unemployment. The stock market has not fully reflected this as investors remain more concerned about geopolitics and global trade issues.

Join Masaki Taketsume to hear about improving corporate governance, productivity gains and strong balance sheets, as he positions the Japan Growth and Tokyo Funds for the future market environment, emphasising high active share, a focus on sustainable earnings and high conviction positions.

Join BMO GAM, Fidelity International, Jupiter and Schroders for the first virtual Multi-Manager Forum on
9 September 2020 at 2pm.

With the ongoing Covid-19 pandemic, we acknowledge you may have questions about the economic impact of the virus and how this may affect markets and your clients' investments in the second half of the year. This forum will give you the chance to hear the latest thought-provoking insights from presenters covering the increased relevance of a multi-manager strategy in today's world.
This event will count towards your CPD.

Some real estate investors believe the successful working from home experiment during this crisis will lead to a long-term decline in demand for offices. We think this is premature.

Join Duncan Owen, Mark Callender, Nick Montgomery, and Jeff O'Dwyer of the Schroders Real Estate team at 9:00 am on 2 September 2020 for a presentation on how Covid 19 has changed the shape of the office sector and city centres, and what it means for real estate investors in the future. They will discuss office areas in different cities and how they have functioned during the pandemic.

A presentation from Mark Callender, Head of Real Estate Research, will be followed by a live Q&A with the wider team.

The Schroder Ground Rents Income Fund (GRIO) looks to deliver long-term performance and predictable income streams by investing in long-dated residential ground rents, which have historically had little correlation to traditional property asset classes.

Please join portfolio manager James Agar as he presents the Company’s interim results at 9 am, 7 July 2020.

As we progress into the Summer, the trade-offs between managing the Covid-19 crisis and getting UK plc back on its feet are under close scrutiny. Choosing those companies with the confidence and the balance sheets to re-build over the coming months has never been more important. Join Jonathan Golan, Fund Manager, to hear his views on the income and capital growth opportunities presented by the Sterling Corporate Bond market in investment grade and high yield credit.

As debate around a post-Covid-19 world intensifies, Value investing remains on the investment ropes and many see no catalyst for change. But just as companies don’t operate in a vacuum, neither do we. Join Nick and Kevin on this web conference to discuss what we have been doing on your behalf, picking stocks and investing in those companies whose prospects look challenging but encouraging, before the market sees light at the end of their tunnel.

Please join portfolio manager Jeff O'Dwyer and Head of Real Estate Finance, Andrew MacDonald as they present the Company’s interim results for the period ending 31 March 2020.

As analysis and concern for Covid-19’s societal, economic and market impact intensifies, the challenging economic growth environment and a rising healthcare spend appear to be inescapable investment truths for some time to come. Join John Bowler to discuss the important structural healthcare trends of demographics, efficiency and innovative technology, and why these themes represent an important, long term investment opportunity beyond Covid-19.

Join portfolio managers, Duncan Owen and Nick Montgomery, as they present the company’s full year results for the year ending 31 March 2020.

Please join portfolio managers, Tim Creed and Ben Wicks, for an update on the Schroder UK Public Private Trust. This presentation is for private investors.

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.