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.
Bob Kaynor, Head of US Small & Mid Cap Equities, & David Knutson, Head of Credit Research, Americas
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.
Tom Wilson, Head of Emerging Market Equities, Schroders
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.
Jessica Ground, Global Head of Stewardship & Belinda Gan, Investment Director, Global Sustainability
Please join us as Jessica Ground, Global Head of Stewardship, and guest Belinda Gan, discuss some of the findings from Schroders’ 2019 Global Investor Survey, including some surprise findings on investor trends toward ESG that even we were surprised to uncover. Plus, they will dive into the practice of divestment and its efficacy (or lack thereof) from the perspective of some of the most influential asset owners.
Nicholas Field, Emerging Market Equities Strategist and Fund Manager
Schroders' long-standing webinar series from the Emerging Market Equities team. This event, Portfolio Manager Nick Field examines the growth vs value factor dynamic taking place with the GEMS universe, as well as how lower global investment into the GEMS are creating both challenges and opportunities.
Simon Webber, Portfolio Manager, Global & International Equities team
Amid an environment of disruption, along with: slowing growth; profit margin pressure;prolonged policy uncertainty, and complacency around financial leverage, it is increasingly important for investors to be positioned in durable businesses with pricing power and elements of self-help. Schroders international equity portfolio manager Simon Webber offers his views on the challenging macro landscape and where the team is finding the most compelling investment opportunities.
Michelle Russell-Dowe, Head of Securitized Credit, Schroders
Given the challenges facing ‘traditional’ fixed income, we think segments of the securitized market warrant consideration for being a strategic portfolio component, given their better fundamentals and lower volatility compared to the more popular (and crowded) credit markets. Hear from Head of Securitized Credit Michelle Russell-Dowe as she gives her insights and opinions on the securitized space, how we expect the asset class to fare in today’s low rate environment, and where she sees opportunities within the consumer-driven, housing and real estate segments.
Jack Lee, Head of China A-share research, Schroders
Recorded August 28, 2019. While trade wars and currency concerns have dominated the headlines, we think investors will be remiss if they do not at least begin to consider this tremendous alpha opportunity from a future asset allocation perspective. China’s economic dominance and future equity-market influence will undoubtedly be game-changers. In this two-part webinar, Schroders’ Greater China Equity teams delivers their local perspectives on current trends, and the longer-term secular benefits, of this unique opportunity set.
Jessica Ground, Global Head of Stewardship at Schroders, and team
Corporate governance is a well-practices component of ESG analysis. But what about a company's social and/or environmental footprint on society. This is a much more difficult arena of analysis to do with any consistency or success.
In this edition of our quarterly series, Jessica Ground and Andy Howard discuss SustainEx, a new proprietary tool that provides quantitative analysis of these factors across companies and sectors, so that investors can better understand the financial impact of doing good, or continuing unethical business practices.
Schroder webcasts will be hosted by the fund managers. They aim to give you an in-depth, up to date view of our funds. You will have the opportunity to question fund managers on their holding, investment process and strategy going forward.