Ugo Montrucchio, Multi-Asset Portfolio Manager, & Michael Devereux, Multi-Asset Fund Manager
It’s been a year since we launched Schroder ISF* Global Managed Growth in South Africa. While the fund is new, our approach to multi-asset investing is not. Schroders launched its first balanced mandate more than 73 years ago and today multi-asset accounts for almost a third of our assets under management (as of 31 December 2020).
Designed specifically for local investors looking for a flexible, multi-asset portfolio, the Global Managed Growth fund aims to provide long-term capital and income growth by investing in a diversified range of global assets and markets.
Join us as we look back at a year of unprecedented change and discuss what’s worked for well for the strategy. We’ll also delve into some of the lessons we’ve learnt over the last 12 months, the role that sustainability plays and how we’re positioned going forward across a number of investment themes that we believe will drive future growth.
In 2020, disruptive forces touched all aspects of our world, changing the way we consume, transact and live. Many of the themes that we saw in the last year weren’t new to us; however, they were accelerated by the pandemic and will continue throughout 2021 and over the decade to come.
Join Alex Tedder, Head of Global and Thematic Equities to learn more about these structural trends and how by spotting early the companies that drive, enable or adapt to change, you can capitalise on these opportunities to be at the forefront of a fast-changing world.
Simon Adler & Liam Nunn, Global Value Fund Managers
We’re living in a world of extreme markets. Valuations are extreme, as is the bifurcation of markets. But extreme markets can lead to extreme opportunities, you just have to know where to look. Simon Adler and Liam Nunn, Global Value Fund Managers, discuss how value isn’t just a factor and where they’re finding bargains.
Jack Lee, Fund Manager and Head of China A-Share Research
China has shown the dedication and desire to be at the forefront of economic globalisation. Historical decisions have been taken to open up the market to the rest of the world, which is happening now. Furthermore, there is a lot of focus on the domestic case for China and how to access via public or private equity.
This session will begin by setting the backdrop to China, providing a macroeconomic update and outlook. Following this we will discuss the A-share market, its characteristics and opportunities for investors. We will then take a deep-dive into the dynamic RMB/USD private equity market and look at growth drivers and opportunities.
The Covid-19 crisis has been a structural whirlwind and has highlighted the importance of sustainability analysis, measurement and engagement. According to our research, those companies behaving responsibly towards their employees or redirecting capacity to social challenges to support public relief efforts have outperformed.
Hannah Simons, Head of Sustainability Strategy will dig deeper into this and look at the six ways in which the corporate world will have to change in response to the challenges of a post-Covid world and assess which sectors and companies are likely to emerge less scathed, both from the crisis and other “black swan” events.
Is active asset allocation still relevant given the rise in passive investing? What does history teach us about protecting portfolios against risks such as inflation and market bubbles? Join Ugo Montrucchio, Multi-Asset Portfolio Manager, as he discusses how we can best use lessons from the past to inform investment decisions today.
Robin Parbrook, Fund Manager, Co-Head of Asian Equity Alternative Investments
Robin Parbrook, Fund Manager & Co-Head of Asian Equity Alternative Investments, discusses some of the long-term trends that Covid-19 has accelerated and further entrenched in the Asian equity market. He also contemplates what the world might look like in 2030 and considers some of the near-term risks from potential bubbles and inflation in the region.
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.