Name: Avoid the crowds: the case for securitized credit
Start: 2019-09-10T18:00:00Z
End: 2019-09-10T18:26:57.000Z
Location: BrightTALK
Rating: 0

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An update on Schroder GAIA Two Sigma Diversified

Schroder GAIA Two Sigma Diversified

The next episode of SchrodersTV is available.

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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.

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START TIME: 15.00 BST / 16.00 CEST

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Spanning from Energy to Healthcare to Financials, Schroders’ portfolio managers, global sector specialists and equity analysts will discuss the immediate impact of the current crisis on their sectors; offer their expert insight into how they see the crisis shaping their medium-term view; and reveal what opportunities they see on the horizon. 

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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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