Are European Equities braced for impact?

Please join us as Andy Howard, Keith Wade and Sarah Bratton look at all things Climate and Covid: the status of the global economic re-opening, companies & sectors which may be facing a variety of long-term headwinds (and tailwinds), and we update our long-term capital market assumptions amid the relentless climate-change challenges we face.

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Schroders hosted a virtual roundtable on Monday, 3 August, where our speakers discussed the potential outcomes of the election, giving in-depth commentary and analysis around what the results could mean for investors globally, policy and the economic recovery of what has been one of the highest performing stock markets in recent year.

A detailed look at the mid-year outlook for the GEMS universe after the peak impact of the pandemic, trade war rhetoric, global policy intervention, and the re-opening of the global economies.

As we approach the 100-day anniversary of lockdown, inherent uncertainty around Covid-onomics and the trends that face all investors going forward remain exceptionally elevated. In this dynamic and uncertain market, navigating the opportunity set requires a number considerations and a broad toolkit. In this webinar, Head of Securitized Credit Michelle Russell-Dowe will discuss the Team’s latest research on the economic outlook, the market's recent reaction to TALF, as well as where we are seeing opportunities for the patient and opportunistic investor.

Join us for this live webinar as Schroders Head of Asian ex Japan Equity Investments, Toby Hudson, shares his views on Asia, the risks and opportunities investors should consider now and how they have adjusted their portfolios in this environment.

Moderated by Stephen Kam, Co-Head of Product Management, Asia ex Japan.

Credit markets have endured a tough time of late following an indiscriminate sell-off as investors rushed for the exit door. While it is clear some sectors face some serious challenges, there are others that could perform well and which now look attractively valued.

Join Peter Harvey, Fixed Income Fund Manager, and Sriram Reddy, UK Fixed Income Investment Director, in this live webinar where they will be examining the direction of travel for bond markets, the possible winners and losers and how they are positioning the strategic credit portfolio.

As COVID-19 has forced many countries to place their economies in near shutdown, credit markets have felt the pain of falling earnings and near-term liquidity concerns. While we expect ratings downgrades and defaults to rise, we see significant opportunities across the global credit markets.

Join our fixed income fund managers and specialists, Martha Metcalf, Rick Rezek and Julie Mandell, in this live webinar, where they will share their views on global credit markets across investment grade and high yield, the risks and opportunities investors should consider and how they have adjusted their portfolios in this environment.

A global pandemic, strong US dollar and collapsing oil prices would suggest challenging times lie ahead for emerging markets. But is it fair to paint all emerging markets with the same brush and risk missing out on the opportunities?

Join Thomas Wilson, Head of Emerging Market Equities, Abdallah Guezour, Head of Emerging Market Debt & Commodities, and Alan Ayres, Client Portfolio Manager, in this live webinar where they’ll be giving their view on what investors need to look out for, how they plan on tackling the fallout from COVID-19 and opportunities that may arise.

Are European Equities braced for impact?
Policy response across Europe’s major economies in the wake of COVID-19 has been swift and bold. But will it be enough to shield the continent from a longer-term downturn?

Join European Equities fund managers, Martin Skanberg, Leon Howard-Spink and Paul Griffin, in this live webinar when they will be discussing the scale of the impact, the types of companies they believe are well positioned to weather the storm and new opportunities that are arising.

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.

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.

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.

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.

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.