Sustainability: we know it matters but how do we approach it?

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.

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.

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.

Please join Simon Adler and Liam Nunn, Global Value Equity fund managers, for a 40 minute market outlook and fund update on 2 April at 9am BST / 10am SAST

They 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 International Selection Fund is referred to as Schroder ISF

In this webinar, David Docherty, Investment Director - Thematics, considers the themes impacting the investment returns of the future.

Take a closer look at how we see climate change, urbanisation, disruption, healthcare innovation, energy transition, manufacturing innovation and changing consumption as long-term themes.

From the Investment Forum 2020

Thematic funds focus on powerful, long-term global trends that are transforming the world and creating a wealth of investment opportunities.

Join David Docherty, Investment Director - Thematics, as he explains our approach to thematic investing and the possible long-term opportunities.

From the Investment Forum 2020

From the Schroders Investment Symposium 2020

Katie Stafford, Portfolio Manager - QEP Investment Team, shares our thoughts on what constitutes good sustainability in asset management and how to effectively integrate ESG into a portfolio

From the Schroders Investment Symposium 2020.

Keith Wade, Senior Economist, provides an update on the macro and market outlook and discusses ways we can consider portfolio construction at a time of geopolitical uncertainty

From the Schroders Investment Symposium 2020

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.

Remi Olu-Pitan, multi-asset fund manager, discusses how how to find diversification with multi-asset at the Schroders Investment Symposium

Mark Ainsworth, Head of Data Insights, discusses how his team helps turn big data into alpha

Gavin Ralston, Head of Strategic Client Group, discusses a new approach to emerging markets at the Schroders Investment Symposium

Listen to our panel of experts discuss the outcome of the UK election and its impact on global markets.

Host:
Andrea Catherwood, award-winning international correspondent and former Bloomberg anchor

Panellists:
Azad Zangana, Senior European Economist & Strategist
David Docherty, UK Equity Fund Manager
Alix Stewart, Fixed Income Fund Manager