Name: Avoid the crowds: the case for securitized credit
Start: 2019-09-10T18:00:00Z
End: 2019-09-10T18:00:26.000Z
Location: BrightTALK
Rating: 5

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.

As many parts of the developed economy emerge from the worst of the pandemic, how do the various regions that comprise the emerging markets fare? In our long-standing EME webinar series, Tom Wilson examines the fundamentals, technicals and macro in China, Brazil, India, Russia and other EM economies.

Schroders' Emerging Market Equity quarterly review and outlook

Climate change has dominated the headlines in 2021. However, recent studies have indicated that SOCIAL issues are a greater driver of returns. In this edition of Schroders Sustainability Webcast, we will discuss how integrating issues like diversity, supply chain management, and financial inclusion into security selection -- across BOTH developed and emerging markets, and via both public and private markets -- can potentially help drive better outcomes for both society, and your portfolio's returns.

Sustainability Quarterly: The "S" factor

In this edition of Schroders long-standing webinar series, we look at one of the most ubiquitous themes -- COVID and the current state of the vaccine roll-out. Nick Field will provide an overview on where are we on the disease, economic effects, and market effects impacting the Emerging Markets. As always, Q&A is welcomed.

The global response to the COVID pandemic, the Fed’s announcement of its new inflation target policy, along with the revitalization of an 11-year equity bull market has given light to a new discussion on inflation. As with all debates, there are two sides of the coin. However, we’re seeking to do it differently. We want to stand the coin on its side and spin it with a different discussion – what can investors do regardless of the inflation regime?
 
Join us as Andy Chorlton, Global Head of Fixed Income, moderates a panel of complementary asset-class experts with Remi Olu-Pitan, Portfolio Manager, Multi-Asset, and Abdallah Guezour, Head of Commodities and EMD. Each offers a different perspective on approaching this topic given the current state of inflation, and Andy will field questions from you – the audience – on its near- and longer-term implications on the capital markets. Our aim is to solve the question of what can investors do to seek alternative diversification and/or income should we see a meaningful inflation spike during these unprecedented times.

The inflation debate: idiosyncratic, inescapable, or just plain irritating

The next episode of SchrodersTV is available.

A brutal pandemic with political and social turmoil have destabilised the West’s once concrete foundations. But having survived a financial crisis and recovered quicker from Covid-19, Asian economies appear to be on much firmer ground. Our regular host Lesley-Ann Morgan is joined by Nick Field, Global Emerging Market Equity Strategist, David Rees, Economist and Viswanathan Parameswar, Head of Investments Asia, as they discuss why for investors, the 21st century could belong to Asia.

New release: Does the 21st century belong to Asia? - SchrodersTV

This episode of SchrodersTV was released on Tuesday 16 February. 

This month we discuss the impact climate change might have on investment returns and what this means for investors. Andy Howard, Global Head of Sustainable Investment and our regular host, Lesley-Ann Morgan, ask economist Irene Lauro and fund managers Felix Odey and Isabella Hervey-Bathurst for their views on how investors might consider climate change in their portfolios.

WATCH NOW: How climate change might affect investment returns - SchrodersTV

Fitting to host our first live 2021 webinar on Inauguration Day, we're pleased to host our long-standing Emerging Markets webinar series amid a time when market headwinds come face to face with tailwinds, such as a declining dollar. Head of Emerging Markets Equities Tom Wilson provides an in-depth 2021 outlook, as well as the expectations for the GEMS universe as we enter a new phase of US-elected leadership, COVID, and globalization in a decade of disruption.

The economic devastation wreaked by the pandemic has pushed us into a new phase of ultra-low rates, what we have called the era of the zero. To prevent economic disaster, interest rates and bond yields seem set to remain near or below zero for longer than many of us could ever have imagined. 

But what does it mean for investors looking for higher returns and safe havens in an uncertain world? 

Join our regular host, Lesley-Ann Morgan, Head of Multi-Asset Strategy, as she talks to Chief Economist Keith Wade, Fund Manager Remi Olu-Pitan, Head of Securitized Credit Michelle Russell-Dowe and Head of Fixed Income Andrew Chorlton.

How to find returns in a zero-rate world – Schroders TV

After a volatile year which has impacted all our lives, we ask our experts about their views on the outlook for 2021.

Our regular host Lesley-Ann Morgan asks Chief Economist Keith Wade what shape he sees the recovery taking and why, talks to Global Head of Equities Rory Bateman for his views on the equity markets and where to look for performance highlights while Fund Manager Remi Olu-Pitan gives the multi-asset perspective.Head of US multi-sector Fixed Income Lisa Hornby also joins from her US desk to add her Stateside view.

What is the outlook for 2021? Watch Schroders TV on 15 December

After a volatile year which has impacted all our lives, we ask our experts about their views on the outlook for 2021. 

Our regular host Lesley-Ann Morgan asks Chief Economist Keith Wade what shape he sees the recovery taking and why, talks to Global Head of Equities Rory Bateman for his views on the equity markets and where to look for performance highlights while Fund Manager Remi Olu-Pitan gives the multi-asset perspective.

The US officially left the Paris agreement at the same time as China. Meanwhile, the EU is full steam ahead on a number of sustainable initiatives, and both Korea and Japan have announced targets to be net-zero by 2050. In this webcast we will discuss the implications of global commitments and regulation on the sustainable finance landscape now that the Presidential election has take place.

Also, where does the US go from here? How does a change in administration potentially impact policy in the US? Does the DOL’s final rule on ESG in ERISA plans really put a cold shower on sustainable investing in the US?

Finally, we look at the findings from our own Investor Survey where we find that alignment to values and regulatory pressure continue to influence investor behavior globally.

Schroders Sustainability Quarterly: Dear Paris, with love?

With markets desperate for guidance, Schroders Economics team deciphers the current Covid-19 epidemic and other key questions investors have about the capital markets and future global economic growth. Recorded March 11, 2020.

When China sneezes....Schroders global economic outlook

ESG in and of itself is no longer an investment differentiator. But how one conducts their ESG research, the proprietary tools they utilize, and how they express it through cutting-edge fundamental analysis, that’s groundbreaking! In this session we look at how fundamental research integrates with an ESG research framework within the credit markets, as well as in an area few think of when they think ESG – US Small Cap. 

Bob Kaynor, Head of US Small & Mid Cap Equities, and David Knutson, Head of Credit Research, Americas discuss their respective platform.

ESG integration in action: more than just a press release

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.

Sustainability Quarterly: Climate change – it’s getting hot in here…

Join us as Head of Securitized Credit Michelle Russell-Dowe presents on the research her team is doing on the credit markets by and large, and trends they’re seeing within CLOs, global ABS, and more.

Securitized Quarterly, with Michelle Russell-Dowe

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.

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.

US small caps: will the consumer reign supreme in 2020?

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.

You call that a knife? What Crocodile Dundee can tell us about today’s markets

Panel Discussion: Future of Income Funds

Balancing Yield Enhancement & Risk Mitigation

Where now for UK property?

Panel Discussion - Strategies of Income Funds

Absolute Income at Aviva Investors - (For European Audience Only)

Income and Stability for Changing Markets

Delivering Income Strategies 2019

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.

Avoid the crowds: the case for securitized credit

Schroders

Asset backed secuities

income

yield

credit

Securitized

Interest Rates

High Yield

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Avoid the crowds: the case for securitized credit

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