Opportunities in value investing

Nick Field delivers the Team's latest thematic research on the global emerging market equity markets.

Emerging market debt has had a remarkable run so far in 2019, but is this just a tactical play in the wake of a challenged year for risk assets? We think it’s more than that. EMD remains a strategic asset class play, and Schroders’ Head of EMD Relative Jim Barrineau will explore the ways in which EMD is attractive as the risk-free rate peaks.

He will also discuss where he sees the best opportunities among both hard- and local-currency debt, and how investors can be strategic with their EMD allocations in 2019.

An 18-minute look at the US Small Cap asset class, what drove returns in 2018, and what we think will be key drivers and themes in 2019.

Sarah Bratton hosts the Sustainable Investment team as they kick off the New Year with several timely topics including the relevance of ESG factors in managing both trade wars risk and the proliferation of artificial intelligence (AI) in the global economy. They will also touch on divestment practices and trends among several ‘sin sectors’.

Schroders' longest-standing webinar series, with our Head of EME Tom Wilson offering his outlook on the Emerging Markets in 2019.

On 3 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 2019 and cover the main contributing and detracting factors which have affected the portfolio performance in the last year.

Comparison of Schroders old and new head quarters

On this All Hallows' Eve edition of Schroders’ Sustainability Quarterly webinar, we look at ESG-indexing, and ESG within Emerging Markets, both areas that can potentially offer tricks & treats.

The combination of rising demand for index-based investment products and an increasing appetite for strategies based on ESG criteria has led to a sharp increase in ESG-branded products. We highlight a number of reasons why these simple, low-cost solutions may not provide either the financial or sustainability outcomes investors are likely to expect.

EM have tended to exhibit greater volatility than developed markets. Less stringent regulation, rapidly changing demographics and evolving policy environments can add to the uncertainty for EM investors. These issues are less likely to impact better managed, more sustainably run companies, in our view.

Join Schroders, 7IM and Distribution Technology for an update on the Wealth Portfolios.

During the webconference, you will hear about the Dynamic Planner asset model process and how these exciting fund solutions are uniquely positioned to deliver consistent risk targeted investment outcomes to this framework.

Agenda:

11:00 - 11:05 Introduction

11:05 - 11:15 Dynamic Planner’s Annual Asset Allocation Review – Abhi Chatterjee, Head of Asset & Risk Modelling, Dynamic Planner

11:15 - 11:25 Low cost tracking of the Dynamic Planner asset model - Matthew Yeates, Senior Investment Manager, Seven Investment Management

11:25 - 11:35 Active multi-manager solutions and the discipline of risk targeting - Marcus Brookes, Head of Multi-Manager

11:35 - 11:45 Q&A

Schroders recently held its Quarterly Fixed Income Investment Forum, and for this webinar David Knutson will give a glimpse into this 3-day discussion by recapping several debates that went on, including the state of the USD, and inflation. He will also offer a research analyst's perspective on another current debate sparked by recent tweets - quarterly reporting.

Nick Kirrage, Fund Manager, explains why now is the time for value at the Schroders Adviser Investment Forum.

Jessica Ground, Global Head of Stewardship, shares her insights on sustainability at Schroders Adviser Investment Forum.

Matthew Dobbs, Fund Manager, offers his views on the Asia ex Japan region at the Schroders Adviser Investment Forum .

James Sym, European Equities Fund Manager, shares his outlook on Europe at the Schroders London Investment Conference.

Jessica Ground, Global Head of Stewardship, shares her insights on sustainability at the Schroders London Investment Conference.

Alex Breese, Fund Manager, offers his views on the opportunities available in the UK equity market at the Schroders London Investment Conference.

Emerging market equities remain an attractive area to find growth. While liquidity and FX remain powerful drivers of EM asset prices, for those with a longer-term view, we think the fundamentals are strong and there remains compelling alpha to be had across region, sector, and market cap. So where are we seeing value?

Join Dr Michael O’Brien and Derek Power from Schroders QEP team as they look at the secular changes that are transforming this dynamic and diverse asset class -- and where they see opportunities.

Please join Jessica Ground and the Sustainable Investment team as they dive into the ESG topics currently making waves.

No one wants to vacation on a beach full of plastic. With more regions talking about banning some plastic items, what is the impact for the plastics supply chain, and end users. Meanwhile, as summer temperatures reach record highs, we will revisit our Schroders Climate Progress Dashboard a year on from launch and see how the thermostat is re-calibrating. Finally, as you pack up the car for your big summer trip, is there a residual risk that is not being captured within the auto loan industry, despite banks tighten up their consumer protection rules and processes?

The Team's quarterly review and outlook on the Global Emerging Markets.