Hi [[ session.user.profile.firstName ]]

What is the new normal?

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.
Recorded May 6 2020 39 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Jean Roche and Andy Brough
Presentation preview: What is the new normal?

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • UK Mid Cap Fund Oct 14 2020 8:30 am UTC 75 mins
    Jean Roche, co-fund manager
    Jean Roche to present
  • In it to Win it: don’t miss out on the UK income and growth bounce back Sep 29 2020 9:00 am UTC 75 mins
    Sue Noffke
    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.
  • Stock Picking: the relative value of Japan Sep 23 2020 10:00 am UTC 60 mins
    Masaki Taketsume, fund manager
    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.
  • Stock Picking: the relative value of Japan Sep 22 2020 1:00 pm UTC 60 mins
    Masaki Taketsume, Fund Manager
    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.
  • Multi Manager Forum 2020 Recorded: Sep 9 2020 77 mins
    BMO GAM, Fidelity International, Jupiter and Schroders
    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.
  • WFH: The changing shape of the office sector Recorded: Sep 2 2020 64 mins
    Duncan Owen, Mark Calendar, Nick Montgomery, and Jeff O'Dwyer
    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.
  • Ground Rents Income Fund - Interim Results Recorded: Jul 7 2020 36 mins
    James Agar
    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.
  • Ignore UK Credit at your peril: Sterling Corporate Bonds still have much to give Recorded: Jul 2 2020 41 mins
    Jonathan Golan, Fund Manager
    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.
  • Down and Dirty on Stock Picking: Why Calling Time on Value might be Premature Recorded: Jul 1 2020 71 mins
    Kevin Murphy and Nick Kirrage
    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.
  • Schroder European Real Estate Investment Trust - Interim Results Recorded: Jun 24 2020 40 mins
    Jeff O'Dwyer and Andrew MacDonald
    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.
  • The Investment Case for Healthcare in a post Covid-19 world Recorded: Jun 23 2020 44 mins
    John Bowler, Fund Manager
    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.
  • Schroder Real Estate Investment Trust – Full Year Results Recorded: Jun 9 2020 46 mins
    Duncan Owen and Nick Montgomery
    Join portfolio managers, Duncan Owen and Nick Montgomery, as they present the company’s full year results for the year ending 31 March 2020.
  • Schroder UK Public Private Trust Plc - for private investors Recorded: May 14 2020 59 mins
    Tim Creed and Ben Wicks
    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.
  • Attractive income in the face of falling dividends Recorded: May 13 2020 40 mins
    Peter Harvey, Fund Manager
    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.
  • Schroder UK Public Private Trust plc: An introduction and progress Recorded: May 7 2020 57 mins
    Tim Creed and Ben Wicks, co-portfolio managers
    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.
  • What is the new normal? Recorded: May 6 2020 39 mins
    Jean Roche and Andy Brough
    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.
  • Dividends cut, base rates slashed: where can you source your clients’ income? Recorded: May 5 2020 43 mins
    Rupert Rucker, Head of Solutions
    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.
  • COVID-19: a catalyst for dramatic change in real estate Recorded: Apr 30 2020 42 mins
    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.
  • Investing in UK plc: yes, there really is still potential for growth and income Recorded: Apr 29 2020 44 mins
    Sue Noffke
    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.
  • Investing in US potential: thinking beyond the current crisis Recorded: Apr 22 2020 31 mins
    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.
Live webinars for IFAs
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.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: What is the new normal?
  • Live at: May 6 2020 10:00 am
  • Presented by: Jean Roche and Andy Brough
  • From:
Your email has been sent.
or close