Name: Bargain Hunting in a Bull Market: Extreme Markets and Extreme Opportunities
Start: 2021-05-20T14:27:00Z
End: 2021-05-20T14:27:57.000Z
Location: BrightTALK

Schroders South Africa Professional Investors

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.

Global Managed Growth: what we’ve learned during the past year

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.

Investing in Disruptive Companies

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.

China: Play it Privately and Publicly

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.

How sustainability will be fundamental to progress

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.

What 73 years of multi-asset investing has taught us

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.

Investing in the Brave New World

From the IRFA conference 2020, Hannah Simons, Schroders Head of Sustainability Strategy shares her insights and more on our approach.

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.

The road to recovery: Where next for value?

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.

Are Global Cities positioned to thrive in a post-Covid world?

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.

Bargain Hunting in a Bull Market: Extreme Markets and Extreme Opportunities

SISSA

Value

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Bargain Hunting in a Bull Market: Extreme Markets and Extreme Opportunities

Presented by

About this talk

Schroders South Africa-Professional Investors