Name: The Nuts and Bolts of SDR
Start: 2024-02-14T10:00:00Z
End: 2024-02-14T10:00:25.000Z
Location: BrightTALK
Rating: 4.4

Regular Webcasts from EdenTree, a responsible investment Fund Managers - detailing thematic insight SRI research, market views and Fund performance

With UK economic growth showing signs of faltering, and a new US President announcing a flurry of both domestic and foreign policy initiatives, now is an opportune time to assess the outlook for Fixed Income markets in the year ahead.

Despite Keir Starmer’s mantra that “growth is the number one priority”*, the signs are that the economy will remain a key challenge in 2025 for the UK Government, with sluggish growth at best, and unemployment beginning to rise.  Is inflation now firmly under control, and what could disappointing growth mean for the UK’s fiscal deficit?

Meanwhile, on the other side of the Atlantic, President Trump has embarked upon a programme of foreign policy initiatives backed up by the threat of tariffs, including against the United States’ largest trading partners. What impact could these tariffs have upon the wider economy, and the Fed’s stance on interest rates? Finally, what opportunities exist to potentially add value for your clients in Fixed Income markets in this economic environment?

This session will seek to provide practical insight to help you answer these questions and will provide Continuing Professional Development (CPD) hours

Following this webinar you will be able to:
• Describe the outlook for inflation and economic growth
• Summarise what the potential implications are for Fixed Income as an asset class
• Understand where attractive opportunities may exist within Fixed Income Markets

* Speech by Sir Keir Starmer, 27th August 2024

The views contained herein are not to be taken as advice or recommendation to buy or sell any investment or interest.

EdenTree Investment Insights – What's next for Fixed Income Markets?

Join EdenTree's Global Equity Team, David Osfield, Thomas Fitzgerald and Lydia Norman for a short on-demand webinar, providing an introduction to Global Equity, unpacking the Fund's sustainable themes and how the valuation process works in practice. Recorded as at 9 October 2024.

Global Equity Fund – In Focus

We are standing in the foothills of a new innovation cycle, and consequently, the speed at which our companies are developing and enhancing solutions to tackle the world’s most pressing sustainability challenges is advancing. In this new video series, we aim to showcase some of the key research themes we are tackling here at EdenTree and highlight how our strategies are positioned to capture these pervasive secular themes.

It's no secret that healthcare systems are under immense pressure to take care of more patients, better and with less resource. With healthcare data now comprising 30% of the world’s data and the recent surge in AI advancements, can AI genuinely make a positive impact in the healthcare sector?

EdenTree Global Snapshot - Dr. AI will see you now

Join EdenTree Senior Responsible Investment Analyst, Amelia Gaston for a short webinar following the recent release of our 2023/24 Climate Stewardship Report. The webinar will highlight the actions we’ve taken in the past year to deliver meaningful change against the four pillars of our Climate Strategy.

A key action is engaging under our Climate Stewardship Plan (CSP) – a proprietary tool for improving the climate performance of our heaviest emitting companies. In this webinar, we provide a deep dive into the CSP, exploring how it works, progress made in the last year, and some recent engagement examples.

Climate Stewardship Report Webinar

We are standing in the foothills of a new innovation cycle, and consequently, the speed at which our companies are developing and enhancing solutions to tackle the world’s most pressing sustainability challenges is advancing. In this new video series, we aim to showcase some of the key research themes we are tackling here at EdenTree and highlight how our strategies are positioned to capture these pervasive secular themes. 

The world remains a buzz over artificial intelligence, but rapid advancement and adoption of the technology is poised to drive a significant increase in the water intensity of global data centres. This demand backdrop could redefine water consumption as we know it today.

In this episode, we will walk through the sector's pivotal role in the build out and future of AI, as well as dig into the potential investment opportunities and challenges.

EdenTree Global Snapshot - Why are data centres so thirsty for water?

Over the last decade, the market has seen an increasing divergence in valuation between ‘growth’ and ‘value’ areas of the market, and importantly between the US and European equity markets. 

In this short webinar, EdenTree Fund Manager Chris Hiorns will outline how this backdrop provides an opportunity for allocators, to capture record valuation discounts in terms of both a geographic and style basis. Chris will also discuss how his value and contrarian philosophy alongside his bottom-up stock picking process, provides a diversified portfolio of responsible and sustainable companies.

What is the European Value Opportunity?

Join us for a webinar with co-fund managers Charlie Thomas (CIO) and Tom Fitzgerald, who will reflect on a robust first two years for the Green Future Fund and the core solutions that are helping to drive both investment returns and the transition to a more sustainable global economy.

2 Years in, building a greener tomorrow

Our natural world is in dire trouble. We are experiencing a dangerous and dramatic decline in the abundance of ‘Life on Earth’ with human activity being the biggest and most notable cause. 

As investors in a range of food and agricultural companies we decided to launch a thematic engagement to learn more about how companies are managing biodiversity risk and to push for elevated action on the subject.

Register for our upcoming webinar with RI Analyst Amelia Gaston to discover our takeaways from the engagement, including our key findings, the areas where we believe investors need to focus their attention, and what’s next for us at EdenTree

Nature Under Threat

Fixed Income is playing an increasingly important role for investors seeking to link financial goals with the desire to address pressing societal needs and environmental concerns. While equities have traditionally dominated the options available for responsible investors, fixed income now provides innovative sustainable investment products with varying risk profiles, degrees of impact and competitive rates of return.
Michael Sheehan, Fund Manager & David Katimbo-Mugwanya, Head of Fixed Income join Asset TV host Rory Palmer to discuss EdenTree's Fixed Income approach, the use of proceeds, Credit and Green Bonds.

EdenTree - Capital Preservation Income and Impact

With the FCA publishing its long-awaited Sustainability Disclosure Requirements (SDR) and investment labels policy statement in November, we know important changes are coming. 

Join EdenTree’s Head of Responsible Investing Carlota Esguevillas and Head of Investment Communications Aaron Cox for a short webinar getting into the nuts and bolts of the upcoming SDR regulation. The pair will outline the new labels and discuss what they will mean for investors and how the regulation should help to restore industry confidence. 

They will also cover the basics of what is expected in terms of disclosures and due-diligence, along with the important role for Fund Distributors.

The Nuts and Bolts of SDR

Sustainability

Responsible Investing

Greenwashing

Labelling

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The Nuts and Bolts of SDR

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EdenTree Investment Management Ltd