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.
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.
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.
Tom Walker, Co-Head of Global Real Estate Securities at Schroders
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.
Frederick Schaefer, Head of Equities Management, US & Bob Kaynor, Head of US Small and Mid Cap Equities
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.
Hannah Simons, Head of Sustainability Strategy, and Katherine Davidson, Global Sustainable Fund Manager
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.
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.
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.