Securitized Quarterly, with Michelle Russell-Dowe

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.

Spanning from Energy to Healthcare to Financials, Schroders’ experts will offer their insight into how they see the crisis shaping their medium-term view and reveal what opportunities they see on the horizon.

In this edition we focus on the Tech sector with our Technology and Consumer Global Sector Specialists, Paddy Flood, Alex Blofield and George Ullstein.

You will have the opportunity to have your questions answered by the speakers live.

Spanning from Energy to Healthcare to Financials, Schroders’ experts will offer their insight into how they see the crisis shaping their medium-term view and reveal what opportunities they see on the horizon.

In this edition, we focus on the Healthcare sector with John Bowler, Fund Manager and Healthcare Global Sector Specialist at Schroders.

You will have the opportunity to have your questions answered by the speakers live.

START TIME: 15.00 BST / 16.00 CEST

Spanning from Energy to Healthcare to Financials, Schroders’ experts will offer their insight into how they see the crisis shaping their medium-term view and reveal what opportunities they see on the horizon.

In this edition, we focus on Financials with Schroders' equity analysts Justin Bisseker and Roger Doig.

You will have the opportunity to have your questions answered by the speakers live.

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.

In this edition, we examine the Energy sector with Marine Jacquemoud, Global Sector Specialist, Energy & Materials.

You will also have the opportunity to have your questions answered by the speakers live.

In this webinar we will be mapping out the European Commission’s action plan on Sustainability, and explore how this is shaping the industry and Schroders.

We will also discuss how we envisage the future of sustainable finance in a post Covid-19 era, specifically in relation to the stakeholder model, and what role the ‘S’ component in ESG will play.

Please post your questions and our Sustainability specialists will do their best to answer them live.

Spanning from Energy to Healthcare to Financials, Schroders’ experts will offer their insight into how they see the crisis shaping their medium-term view and reveal what opportunities they see on the horizon.. You will also have the opportunity to have your questions answered by the speakers live.

In the first of our series of sector focus specials, we will be looking at Real Estate with Tom Walker and Hugo Machin, Co-Heads of Global Real Estate Securities at Schroders.

You will have the opportunity to have your questions answered by the speakers live.

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.

As we all continue to manage through these challenging times, Schroders extends our heartfelt regards to everyone. We stand by you as global citizens, and as capital market partners.

In this edition of our Quarterly series, Michelle examines the impact that recent Central Bank and government actions continue to have on the fixed income market, as well as where she and the team are seeing dislocations, as well as potential opportunities.

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.

Join Robin Parbrook, Fund Manager, Asian Equities and Louisa Lo, Head of Great China Equity, who will discuss their views and outlook on Asian and China equities and where pockets of opportunities are emerging.

This live webinar will include a Q&A session to give you the opportunity to pose your questions to our experts.

Lead fund manager Simon Webber shares the impact COVID-19 has had on Schroders' Global Climate Change strategy as well as his outlook in this volatile market.

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.

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.

Learn why investing in Chinese equities, in particular the onshore China A market, offers a very compelling story

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.

Time stamps:
01:05 - Key messages
02:40 - The scale of requirement investment
04:40 - Structural trends supporting the investment opportunity
08:48 - Driving forces behind these trends
12:45 - Opportunities across the value chain
14:26 - Schroder ISF Global Energy Transition - our proposition
15:25 - Portfolio construction
16:16 - Investment process
17:23 - Why investors have not missed the opportunity

*Schroder International Selection Fund is referred to as Schroder ISF throughout.