We may now have reached a watershed in global central bank policy co-ordination. It remains to be seen whether the Federal Reserve will be able to leave interest rates at a level which, while appropriate for the global backdrop, may be increasingly inappropriate for the domestic US economy. In our latest webconference, Alan Cauberghs will explore whether the current uneasy truce between central banks and markets will persist and the implications for fixed income investors.
RecordedJun 16 201614 mins
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Jessica Ground, Global Head of Stewardship, Elly Irving, ESG Analyst, and Seema Suchak, ESG Analyst, each with Schroders
Investors often have mixed views on the benefits of ESG engagement, especially within Big Industry sectors. As long-term stewards of client’s capital, our goal is to provide meaningful insights on our engagements with the aim of demonstrating how ESG research is good not only for investors in the form of improved stock prices, but how engagement may also prove beneficial for those companies willing to express change within their business models. This webinar will focus on the ESG Team’s engagement research within the Pharmaceuticals and Consumer Staples -- two critically important consumer-driven global industries.
It appeared that the environment for emerging market debt was improving as many developing countries have brought inflation under control, have seen an improvement in their competitiveness and have scope to reduce interest rates. But the election of Donald Trump has raised the spectre of US protectionism and resulted in rising Treasury yields. Alan Cauberghs, Investment Director, explores whether the outlook for emerging market debt has changed materially and if the asset class can still generate attractive returns in the revised political climate
Join us for an update on the performance of Schroder ISF European Alpha Absolute Return with fund manager, Lionel Rayon. In this live call you will have the opportunity to ask Lionel your questions directly. The recording will also be available after the event if you're unable to join us at this time.
Chefvolkswirt Keith Wade diskutiert gemeinsam mit Alex Tedder, Head of Global and US Equities und Marcus Brookes Head of Multi-Manager das Ergebnis der US-Wahl und ihre Auswirkungen auf die globalen Märkte.
Schroders webconference: Many absolute return bond funds have found it difficult to generate their target level of returns over recent quarters as many bond yields have fallen below zero. Alan Cauberghs, Senior Investment Director for Fixed Income, examines the tools that managers can use to generate positive absolute returns and what market conditions are required to achieve their targets in future.
Vor circa einem halben Jahr im April haben wir die starke Entwicklung der Schwellenländer in diesem Jahr als stimmungsgetriebene Rally bezeichnet. Diese wurde durch die Erholung der Rohstoffpreise und den schwächeren US-Dollar unterstützt. Daniel Lösche, Investmentanalyst bei Schroders Frankfurt, gibt ein Update.
Es gibt so gut wie nichts auf der Welt, was leichter vorherzusehen ist als der demografische Wandel - und zeitgleich besonders schwierig diese Tendenz ab zu ändern. Joachim Nareike, Leiter Publikumsfondsvertrieb, zeigt fünf Gründe, warum der demografische Wandel ein äußerst interessantes Investmentthema sein kann.
Schroder webcasts will be hosted by the fund managers. They aim to give you an in-depth, up to date view of our funds. You will have the opportunity to question fund managers on their holding, investment process and strategy going forward.