The update on the vaccine is fantastic news. The extraordinary share price moves, however, were really a reflection of just how polarised markets have become this year. When markets are all pointing the same way, history tells us that it often ends in significant pain for those that have put all of their eggs in one basket. We do not profess to know when the tide will turn for a prolonged period, only that the ongoing extreme polarisation, with a handful of stocks and sectors being preferred at the expense of all else, is unsustainable.
Our view remains constant: valuation matters, and good companies that have been shunned by markets are the most reliable source of our returns for clients. Join Simon Adler and Liam Nunn to hear how this has played out in the Global Recovery Fund, and where they see attractive opportunities in the future.
Tom Walker, Co-Head of Global Real Estate Securities, Schroders
Is your real estate allocation positioned for change?
Covid 19 is impacting cities and real estate sub sectors in dramatically different ways. In this webinar Schroders Global Cities fund will provide an update on key trends in the real estate market, where the compelling opportunities are located, examine the fund’s current positioning and why the fund managers have an optimistic outlook.
Watch the presentation from Tom Walker, Co-Head of Global Real Estate Securities, Schroders at Fund Selector Africa 2020.
From the Allan Gray Offshore Conference - September 2020.
Twenty years ago, value investing was widely dismissed as irrelevant amid the drama of the tech boom. With value similarly out of favour with investors today, join Liam Nunn, Schroders Global Recovery Fund Manager, as he travels ‘Back to the Future’ to assess whether this time is really that different.
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.
Gavin Ralston, Head of Strategic Client Group, shares our inescapable truths of the prevailing investment environment, looking at the economic forces, the disruptive forces and the investment implications of these.