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Schroders' Emerging Market Equity quarterly review and outlook

Schroders' longest-standing webinar series, with our Head of EME Tom Wilson offering his outlook on the Emerging Markets in 2019.
Recorded Jan 10 2019 46 mins
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Presented by
Tom Wilson, Head of Emerging Market Equities, Schroders
Presentation preview: Schroders' Emerging Market Equity quarterly review and outlook
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  • Channel profile
  • China - an opportunity that can't be ignored Recorded: Nov 27 2019 25 mins
    Stephen Kam
    Learn why investing in Chinese equities, in particular the onshore China A market, offers a very compelling story
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    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.
  • The clean energy transition - not just an opportunity but a necessity Recorded: Oct 29 2019 22 mins
    Mark Lacey, Alex Monk
    USD120 trillion of investment into the clean energy transition is required to meet globally agreed targets by 2050. This investment alongside a number of significant structural trends within the sector have led to strong growth opportunities for companies across the entire supply chain.

    Mark Lacey, Head of Commodities and Alex Monk, Global Renewables Analyst, provide an overview on our new the fund, Schroder ISF* Global Energy Transition, which aims to capitalise on the shift to a low-carbon world and provide investors with equity exposure to this fast-growing sector.

    *Schroder International Selection Fund is referred to as Schroder ISF throughout.
  • Securitized Quarterly, with Michelle Russell-Dowe Recorded: Oct 17 2019 42 mins
    Michelle Russell-Dowe, Schroders' Head of Securitized Credit
    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' Emerging Market Equity quarterly review and outlook Recorded: Oct 10 2019 31 mins
    Nicholas Field, Emerging Market Equities Strategist and Fund Manager
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  • International Equities: Finding the businesses that can beat the fade Recorded: Sep 17 2019 25 mins
    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.
  • Avoid the crowds: the case for securitized credit Recorded: Sep 10 2019 27 mins
    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.
  • Local perspectives on the China Equity markets Recorded: Aug 28 2019 20 mins
    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.
  • Sustainability Quarterly July 2019 Recorded: Jul 31 2019 39 mins
    Jessica Ground, Global Head of Stewardship
    Schroders' Global Head of Stewardship Jessica Ground provides the Team's views on their latest ESG-related research
  • Schroders' Emerging Market Equity quarterly review and outlook Recorded: Jul 11 2019 43 mins
    Tom Wilson, Head of Emerging Market Equities, Schroders
    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.
  • Sustainability Quarterly Recorded: May 1 2019 36 mins
    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.
  • Schroders' Emerging Market Equity quarterly review and outlook Recorded: Apr 25 2019 43 mins
    Nicholas Field, Emerging Market Equities Strategist and Fund Manager
    Nick Field delivers the Team's latest thematic research on the global emerging market equity markets.
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    Martin Skanberg and Simon Corcoran
    In this live webinar, fund manager Martin Skanberg addresses the reasons for the underperformance of Schroder ISF EURO Equity over the last 9 months. Undeniably the recent performance of the Fund has been disappointing, however, we maintain conviction in the shape of the portfolio and have added to many of the stocks which have weighed on returns. Managing a style agnostic portfolio focused on stock specific risk is what we have always done – this difficult period has not changed the approach and we are confident that these stocks will return to generating positive alpha again.
  • Outlook on global credit- credit for income in 2019 Recorded: Mar 19 2019 23 mins
    Sriram Reddy, Fixed Income Investment Director, Schroders
    In this live webinar, Schroders’ Fixed Income Investment Director Sriram Reddy will provide an update to the global credit market as well as positioning within the Schroder ISF Global Credit Income.
  • EM Debt in 2019 – don’t call it a comeback Recorded: Mar 7 2019 19 mins
    Jim Barrineau, Head of EMD Relative, Schroders
    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.
  • *New Launch* Schroder ISF European Sustainable Equity Recorded: Feb 25 2019 38 mins
    Nicholette MacDonald-Brown and Scott MacLennan
    Please join Nicholette MacDonald-Brown and Scott MacLennan as they discuss key points of the newly launched fund, Schroder ISF European Sustainable Equity.
  • Credit Insights with David Knutson Recorded: Feb 14 2019 38 mins
    David Knutson, CFA, Head of Credit, Americas, Schroders
    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.
  • Schroders ILS – Renewals Update Recorded: Jan 30 2019 42 mins
    Dirk Lohmann, Head of ILS; Daniel Ineichen, Head of Portfolio Management; Beat Holliger, Head of Product Management
    Watch our Schroders ILS experts, Dirk Lohmann, Daniel Ineichen and Beat Holliger review the all-important January renewal season.
  • US Small Caps: '18 in 18 Recorded: Jan 29 2019 21 mins
    Bob Kaynor, US Small and SMID Cap Equities
    An 18-minute look at the US Small Cap asset class, what drove returns in 2018, and what we think will be key drivers and themes in 2019.
  • Sustainability Quarterly Recorded: Jan 17 2019 38 mins
    Schroders' Sustainable Investment team
    Sarah Bratton hosts the Sustainable Investment team as they kick off the New Year with several timely topics including the relevance of ESG factors in managing both trade wars risk and the proliferation of artificial intelligence (AI) in the global economy. They will also touch on divestment practices and trends among several ‘sin sectors’.
Marketing material for professional investors or advisers only
Marketing material for professional investors or advisers only

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  • Title: Schroders' Emerging Market Equity quarterly review and outlook
  • Live at: Jan 10 2019 4:00 pm
  • Presented by: Tom Wilson, Head of Emerging Market Equities, Schroders
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