Opportunities in value investing

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A brutal pandemic with political and social turmoil have destabilised the West’s once concrete foundations. But having survived a financial crisis and recovered quicker from Covid-19, Asian economies appear to be on much firmer ground. Our regular host Lesley-Ann Morgan is joined by Nick Field, Global Emerging Market Equity Strategist, David Rees, Economist and Viswanathan Parameswar, Head of Investments Asia, as they discuss why for investors, the 21st century could belong to Asia.

This episode of SchrodersTV was released on Tuesday 16 February.

This month we discuss the impact climate change might have on investment returns and what this means for investors. Andy Howard, Global Head of Sustainable Investment and our regular host, Lesley-Ann Morgan, ask economist Irene Lauro and fund managers Felix Odey and Isabella Hervey-Bathurst for their views on how investors might consider climate change in their portfolios.

The economic devastation wreaked by the pandemic has pushed us into a new phase of ultra-low rates, what we have called the era of the zero. To prevent economic disaster, interest rates and bond yields seem set to remain near or below zero for longer than many of us could ever have imagined.

But what does it mean for investors looking for higher returns and safe havens in an uncertain world?

Join our regular host, Lesley-Ann Morgan, Head of Multi-Asset Strategy, as she talks to Chief Economist Keith Wade, Fund Manager Remi Olu-Pitan, Head of Securitized Credit Michelle Russell-Dowe and Head of Fixed Income Andrew Chorlton.

The economic devastation wreaked by the pandemic has pushed us into a new phase of ultra-low rates, what we have called the era of the zero. To prevent economic disaster, interest rates and bond yields seem set to remain near or below zero for longer than many of us could ever have imagined.

But what does it mean for investors looking for higher returns and safe havens in an uncertain world?

Join our regular host, Lesley-Ann Morgan, Head of Multi-Asset Strategy, as she talks to Chief Economist Keith Wade, Fund Manager Remi Olu-Pitan, Head of Securitized Credit Michelle Russell-Dowe and Head of Fixed Income Andrew Chorlton.

After a volatile year which has impacted all our lives, we ask our experts about their views on the outlook for 2021.

Our regular host Lesley-Ann Morgan asks Chief Economist Keith Wade what shape he sees the recovery taking and why, talks to Global Head of Equities Rory Bateman for his views on the equity markets and where to look for performance highlights while Fund Manager Remi Olu-Pitan gives the multi-asset perspective.Head of US multi-sector Fixed Income Lisa Hornby also joins from her US desk to add her Stateside view.

After a volatile year which has impacted all our lives, we ask our experts about their views on the outlook for 2021.

Our regular host Lesley-Ann Morgan asks Chief Economist Keith Wade what shape he sees the recovery taking and why, talks to Global Head of Equities Rory Bateman for his views on the equity markets and where to look for performance highlights while Fund Manager Remi Olu-Pitan gives the multi-asset perspective.

Join BNY Mellon Investment Management, J O Hambro Capital Management and Schroders on Wednesday 2 December at 1.30pm for a moderated virtual event where they Rethink, Recover, and Rebuild: focusing on the future; assessing the prospects for key asset classes; and exploring the themes, challenges, and long-term opportunities that lie ahead in 2021.

Rachael Reutter, co-manager of the JO Hambro UK Opportunities Fund, will assess the events of 2020 and explore the implications and outlook for her asset class. Andrew Warwick, portfolio manager on the BNY Mellon Real Return Fund, will share his team’s perspectives on recent challenges and future prospects for their multi-asset strategy. Jonathan Golan, manager of Schroders Sterling Corporate Bond Fund and Schroders Strategic Bond Fund, will explore the opportunities that lie ahead for fixed income in 2021.

We hope you can join us.

Please join fund manager Masaki Taketsume as he presents an annual review of the Company.

Robin McDonald and Joe Tennant from the Multi-Manager Team will be presenting a market update and also talking through recent performance and allocations within the Multi-Manager Fund Range

Please join portfolio managers Duncan Owen and Nick Montgomery as they present the interim results of the Schroder Real Estate Investment Trust.

Rupert Rucker is presenting on ‘Solving an Income Dilemma’ and will be giving an update on the Schroders Maximiser Fund Range and also the Schroder Monthly Income Fund.

Join Tim Creed and Rory Bateman as they discuss the upcoming Schroder British Opportunities Trust. The presentation will be followed by a live Q&A session.

As yields in corporate bonds across the world collapsed to an all-time low from their pandemic highs, expected returns for the passive investor look abysmal from here. The good news is that low average market yields mask a huge disparity between bonds, presenting a golden opportunity for bottom up stock pickers to lock-in high yields in sound companies. Join Jonathan Golan to hear about where we find value in credit markets.

Please join Fund Manager of the Schroder Sterling Corporate Bond Fund, Jonathan Golan for this live webconference and Q&A.

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.