Name: Schroder GAIA Helix – Resilience and opportunities in challenging markets
Start: 2020-04-08T14:00:00Z
End: 2020-04-08T14:00:48.000Z
Location: BrightTALK
Rating: 4.67

Marketing material for professional investors or advisers only

An update on Schroder GAIA Two Sigma Diversified

Schroder GAIA Two Sigma Diversified

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

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.

Sustainability Quarterly: Stepping back and focusing on the long term

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.

[Sector focus special] The impact of Covid-19: Technology

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.

[Sector focus special] The impact of Covid-19: Healthcare

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.

[Sector focus special] The impact of Covid-19: Financials

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.

[Sector focus special] The impact of Covid-19: Energy

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.

EU Sustainable Finance: Where are we now & what’s coming next

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.

[Sector focus special] The impact of Covid-19: Real Estate

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.

Corporate bonds: opportunity knocks for active investors?

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.

Emerging markets: where do we go from here?

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.

Are European Equities braced for impact?

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.

Securitized Quarterly, with Michelle Russell-Dowe

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.

Want an attractive & reliable income amidst uncertainty?

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.

Schroders Asian & China Equities: A safer port in current storms?

Schroder GAIA Helix is our market neutral, multi-strategy hedge fund that provides a single point of access to an optimal blend of Schroders’ alpha.

A core feature of the strategy is providing downside protection during bouts of market volatility. Join in this live webinar with Robert Donald, CIO Helix, who will be giving an update on the strategy's resilient performance this year and his outlook for a post COVID-19 world. You will also be given ample opportunity to pose your questions to Robert.

Schroder GAIA Helix – Resilience and opportunities in challenging markets

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Schroder GAIA Helix

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Schroder GAIA Helix – Resilience and opportunities in challenging markets

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