Please join our new Head of Sustainability in North America, Marina Severinovsky, as she interviews Andy Howard, Schroders’ Global Head of Sustainable Investment, and Holly Turner, Sustainable Investment Analyst, about recent research we have published on our proprietary carbon Avoided Emissions framework, as well as the release of Schroders’ Climate Transition Action Plan (CTAP), which outlines our own path to Net Zero.

Sustainability Quarterly: Decarbonization at Schroders

Following a robust performance of Commodities in 2021 does the outlook for 2022 remain positive?  Malcolm Melville and Dravasp Jhabvala, Commodities Portfolio Managers at Schroders, will give their views on why they believe energy and agriculture will likely be the largest drivers of ongoing positive returns keeping inflation higher for longer at our inaugural quarterly Commodities webinar series

Schroders Commodities Quarterly Review and Outlook

Schroders' Emerging Market Equity quarterly review and outlook

Please join our sustainability quarterly webinar as Holly Turner covers the key trends and outcomes from the COP26 climate conference. We will also be joined by Catherine Macaulay who will be sharing her work on natural capital and biodiversity, an area that is sure to dominate headlines at COP26 and beyond.

Sustainability Quarterly: All eyes on COP26

Where do EM Equities stand today?  With the effect of COVID-19 still rolling through global healthcare systems and supply chains, an increasing regulatory regime and drive to deleverage in China, and with global excess liquidity beginning to decrease, it can be difficult to maintain perspective on various markets. Nicholas Field, Emerging Market Strategist / Fund Manager gives his views on the fundamentals, technicals and macro in Emerging Market economies in our long-standing EME webinar series.

The abundance of global liquidity has boosted most asset classes to lofty levels. Certain commodities, however, are exhibiting behaviors that cannot be attributed solely to central bank largesse or pandemic-related issues. There is another persistent force at play. Hear fund managers Jim Luke and Malcolm Melville discuss how climate change policy is disrupting the typical supply and demand dynamics for select commodities – to the benefit of investors – and learn why we are still in the early stages of this trend.

A commodity cycle like no other: How climate policy alters this asset class

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.

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 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

More and more corporates and nations are committing to net zero emissions targets and the pace of which will only accelerate. How will this trend impact the investment community in the years to come? 

Join Andy Howard and Sarah Bratton-Hughes as they examine the road leading many asset managers to pro-actively seek more sustainable business practices and integrate ESG factors in a much more meaningful – and measurable – way. 

They will also be joined by Saida Eggerstedt and Mark Lacey who will provide additional perspectives on the Green & Social bond, and energy transition equity segments, respectively; areas of growth which are soaring to new capitalization levels.

Sustainability Quarterly: The Race to Net Zero – mapping the decade ahead

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

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?

In this edition of our long-standing webinar series, Portfolio Manager Nick Field delves into the team's latest thematic topic -- debt dynamics. 

COVID has blown up deficits everywhere and increased Government's debt burden around the world. The question of debt sustainability is back, but….
What drives debt levels in the long run anyway?
Are emerging markets at risk?
And does debt sustainability matter anyway?

Governments and central banks are at it again: cutting interest rates, pumping money into the economy and driving down the cost of debt. The aim? To keep the economy going during the pandemic. The fallout? For those that have money to invest, it is driving investors into concentrated areas of the market, risking future bubbles.

We sit down with Julien Houdain, Deputy Head of Global Credit, to chat about credit markets, otherwise known as corporate debt. With every investor on the hunt for yield we step away from the stock market and into the world of corporate bonds on a voyage of discovery.

Schroders Investor Download: Give Me Some Credit

In this webinar Renaud will be reviewing the performance of Schroder GAIA Two Sigma Diversified in 2020, as well as an in depth focus on research and the underlying strategies that contribute to the portfolio.

Schroder GAIA Two Sigma Diversified – Webinar

With current events expecting to have a severe impact on the global economy, equity dividends are likely to be curtailed significantly.  Therefore, Credit is likely to become a much more important source of income for investors. 

Join Patrick Vogel and Julien Houdain, our Head and Deputy Head of Credit Europe respectively, on why credit is now an even more attractive source of income, and their perspective on the opportunities arising in credit. 

This webinar will be live and includes a Q&A session so you can pose your questions to our experts.

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