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Sustainability Quarterly: Stepping back and focusing on the long term

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.
Recorded Aug 13 2020 54 mins
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Presented by
Andrew Howard, Sarah Bratton, and Keith Wade
Presentation preview: Sustainability Quarterly: Stepping back and focusing on the long term
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  • Sustainability Quarterly: Stepping back and focusing on the long term Recorded: Aug 13 2020 54 mins
    Andrew Howard, Sarah Bratton, and Keith Wade
    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.
  • [Sector focus special] The impact of Covid-19: Technology Recorded: Jun 11 2020 31 mins
    Paddy Flood, Alex Blofield, George Ullstein
    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: Healthcare Recorded: Jun 4 2020 40 mins
    John Bowler
    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: Financials Recorded: May 27 2020 54 mins
    Justin Bisseker, Roger Doig
    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: Energy Recorded: May 20 2020 36 mins
    Marine Jacquemoud
    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.
  • EU Sustainable Finance: Where are we now & what’s coming next Recorded: May 19 2020 54 mins
    Elisabeth Ottawa, Anastasia Petraki, Hannah Simons
    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.
  • [Sector focus special] The impact of Covid-19: Real Estate Recorded: May 15 2020 60 mins
    Tom Walker, Hugo Machin
    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.
  • Corporate bonds: opportunity knocks for active investors? Recorded: Apr 29 2020 35 mins
    Julie Mandell, Martha Metcalf, Rick Rezek
    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.
  • Emerging markets: where do we go from here? Recorded: Apr 23 2020 40 mins
    Thomas Wilson, Abdallah Guezour, Alan Ayres
    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? Recorded: Apr 22 2020 58 mins
    Martin Skanberg, Leon Howard-Spink, Paul Griffin
    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.
  • Securitized Quarterly, with Michelle Russell-Dowe Recorded: Apr 15 2020 58 mins
    Michelle Russell-Dowe, Head of Securitized Credit, Schroders
    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.
  • Want an attractive & reliable income amidst uncertainty? Recorded: Apr 15 2020 43 mins
    Patrick Vogel (Head of Credit, Europe) and Julien Houdain (Deputy Head of Credit, Europe)
    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.
  • Schroders Asian & China Equities: A safer port in current storms? Recorded: Apr 9 2020 46 mins
    Robin Parbrook, Louisa Lo
    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.
  • COVID19 update: Schroders' Global Climate Change strategy Recorded: Mar 13 2020 5 mins
    Simon Webber
    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.
  • When China sneezes....Schroders global economic outlook Recorded: Mar 11 2020 28 mins
    Azad Zangana, Senior European Economist & Strategist
    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.
  • Securitized Quarterly, with Michelle Russell-Dowe Recorded: Jan 22 2020 32 mins
    Michelle Russell-Dowe, Head of Securitized Credit, Schroders
    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.
  • Schroders' Emerging Market Equity quarterly review and outlook Recorded: Jan 16 2020 43 mins
    Tom Wilson, Head of Emerging Market Equities, Schroders
    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.
  • China - an opportunity that can't be ignored Recorded: Dec 30 2019 25 mins
    Stephen Kam
    Learn why investing in Chinese equities, in particular the onshore China A market, offers a very compelling story
  • The clean energy transition - not just an opportunity but a necessity Recorded: Dec 30 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.

    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.
  • 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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Marketing material for professional investors or advisers only

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  • Title: Sustainability Quarterly: Stepping back and focusing on the long term
  • Live at: Aug 13 2020 3:00 pm
  • Presented by: Andrew Howard, Sarah Bratton, and Keith Wade
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