Jessica Ground, Global Head of Stewardship, Schroders
Moderated by Global Head of Stewardship Jessica Ground, this quarter we discuss our current research on a variety of climate-related issues. Andy Howard will provide an update on our latest Climate Progress Dashboard, which pointed to a higher long run temperature than the quarter before. The results reinforce the need for more urgency from politicians, and corporate execs alike. Also, Isabella Hervey-Bathurst, a Global Sector Specialist on our International Equity team will examine several thematic trends and opportunities within our Climate Change strategy.
Tom Wilson, Head of Emerging Market Equities, Schroders
Please join us for the first Schroders webinar of 2020 as we feature one of our flagship capabilities -- Emerging Market Equity -- and what investors can expect in the near term across the global EME universe.
Bob Kaynor, CFA, Head of US Small and Midcap Equities, Schroders
US equities in general were stand-outs in 2019, driven by a number of factors including strong consumer-led growth. Will this and other trends continue into 2020? Join us as Bob Kaynor looks at the state of the US consumer, and where investors may want to focus their US equity exposure as we enter the later stages of a 11+ year bull market market environment.
Angus Sippe, Portfolio Manager, Schroders Multi-Asset team, & Adam Farstrup, Head of Multi-Asset Product, Americas, Schroders
Please join us as Angus Sippe, Portfolio Manager on Schroders’ Multi-Asset team (and a Sydney expat) looks at ways asset allocators can wrestle today’s crocodiles of distorted markets, geopolitics and other forces impacting the global capital markets. However, unlike the main character, our view is a ‘bigger’ knife may not always be a better thing – although, staying focused and being nimble will be the key to global asset allocation in 2020.
David Knutson, CFA, Head of Credit, Americas, Schroders, with special guests Jeff Dorst and Schroders Fernando Grisales
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.
Jessica Ground, Global Head of Stewardship & Belinda Gan, Investment Director, Global Sustainability
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.
Nicholas Field, Emerging Market Equities Strategist and Fund Manager
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.
Simon Webber, Portfolio Manager, Global & International Equities team
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.
Michelle Russell-Dowe, Head of Securitized Credit, Schroders
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.
Jack Lee, Head of China A-share research, Schroders
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.
Schroder Adveq’s Lee Gardella, Steve Yang, and Ethan Vogelhut
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.
Jessica Ground, Global Head of Stewardship at Schroders, and team
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.
North America private assets, outcome-oriented approaches & solutions
Through its Wealth Management Solutions team, Schroders aims to help US private and high-net-worth investors solve for a range of income, wealth preservation, and alpha needs through a global network of distinctive long-term investments such as private equity, private debt, real estate, and other alternatives capabilities. The team also provides customized portfolio solutions expertise to further enhance the achievement of today’s complex investment objectives.