EM Multi-Sector

For this webinar, David invites outside guest presenter Jeff Dorst, Liability Management & Early Stage Restructuring at Houlihan Lokey to discuss late cycle liability management tools of the trade and what to do: Examples of good, bad and ugly corporate debt actions. We also invite Schroders’ EM Debt Relative Fernando Grisales to do a brief overview of Mexico City Airport Trust (“MexCAT”) as an example of how bondholders improved an initial liability management offer.

Please join us as Jessica Ground, Global Head of Stewardship, and guest Belinda Gan, discuss some of the findings from Schroders’ 2019 Global Investor Survey, including some surprise findings on investor trends toward ESG that even we were surprised to uncover. Plus, they will dive into the practice of divestment and its efficacy (or lack thereof) from the perspective of some of the most influential asset owners.

A new event that will focus on current market trends and dynamics, with perspectives delivered by Schroders' Head of Securitized Credit Michelle Russell-Dowe.

Schroders' long-standing webinar series from the Emerging Market Equities team. This event, Portfolio Manager Nick Field examines the growth vs value factor dynamic taking place with the GEMS universe, as well as how lower global investment into the GEMS are creating both challenges and opportunities.

Amid an environment of disruption, along with: slowing growth; profit margin pressure;prolonged policy uncertainty, and complacency around financial leverage, it is increasingly important for investors to be positioned in durable businesses with pricing power and elements of self-help. Schroders international equity portfolio manager Simon Webber offers his views on the challenging macro landscape and where the team is finding the most compelling investment opportunities.

Given the challenges facing ‘traditional’ fixed income, we think segments of the securitized market warrant consideration for being a strategic portfolio component, given their better fundamentals and lower volatility compared to the more popular (and crowded) credit markets. Hear from Head of Securitized Credit Michelle Russell-Dowe as she gives her insights and opinions on the securitized space, how we expect the asset class to fare in today’s low rate environment, and where she sees opportunities within the consumer-driven, housing and real estate segments.

Recorded August 28, 2019. While trade wars and currency concerns have dominated the headlines, we think investors will be remiss if they do not at least begin to consider this tremendous alpha opportunity from a future asset allocation perspective. China’s economic dominance and future equity-market influence will undoubtedly be game-changers. In this two-part webinar, Schroders’ Greater China Equity teams delivers their local perspectives on current trends, and the longer-term secular benefits, of this unique opportunity set.

Schroders' Global Head of Stewardship Jessica Ground provides the Team's views on their latest ESG-related research

Schroders' Head of Emerging Market Equities Tom Wilson delivers the Team's outlook on the GEMS universe in what has already been a dynamic first half of 2019.

Please join us as we provide our views on where we are sourcing the best ideas in buyouts, venture capital, and more.   
 
Hosted by Schroder Adveq’s Lee Gardella, and joined by Ethan Vogelhut, Head of Buyouts, Americas, and Steve Yang, Head of Global Venture, this webinar will focus on the features and benefits of several key areas within the current global private equity market.

Corporate governance is a well-practices component of ESG analysis. But what about a company's social and/or environmental footprint on society. This is a much more difficult arena of analysis to do with any consistency or success.

In this edition of our quarterly series, Jessica Ground and Andy Howard discuss SustainEx, a new proprietary tool that provides quantitative analysis of these factors across companies and sectors, so that investors can better understand the financial impact of doing good, or continuing unethical business practices.

Nick Field delivers the Team's latest thematic research on the global emerging market equity markets.

Ron Insana, Senior Advisor to Schroders, sits down with Andy Chorlton of Schroders US Multi-Sector Fixed Income team to discuss the US fixed income market.

Ron Insana, Senior Advisor to Schroders, sits down with Bob Kaynor of Schroders US Small & Mid Cap Equities team to discuss small- and mid-cap stocks.

Ron Insana, Senior Advisor to Schroders, sits down with Jim Barrineau of Schroders EMD Relative team to discuss the state of play in emerging markets.

Ron Insana, Senior Advisor to Schroders, sits down with Michael O’Brien of Schroders QEP team to discuss International Value equity investing.

Emerging market debt has had a remarkable run so far in 2019, but is this just a tactical play in the wake of a challenged year for risk assets? We think it’s more than that. EMD remains a strategic asset class play, and Schroders’ Head of EMD Relative Jim Barrineau will explore the ways in which EMD is attractive as the risk-free rate peaks.

He will also discuss where he sees the best opportunities among both hard- and local-currency debt, and how investors can be strategic with their EMD allocations in 2019.

In this edition of Credit Insights, David looks at the explosion of triple-B bonds in the IG universe, the recent high yield retracement, and what the Year of the Pig may have in store regarding China’s economic growth & the trade war dispute.

Watch our Schroders ILS experts, Dirk Lohmann, Daniel Ineichen and Beat Holliger review the all-important January renewal season.