Schroder ISF Global Multi Credit - November 2016

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.

The economic devastation wreaked by the pandemic has pushed us into a new phase of ultra-low rates, what we have called the era of the zero. To prevent economic disaster, interest rates and bond yields seem set to remain near or below zero for longer than many of us could ever have imagined.

But what does it mean for investors looking for higher returns and safe havens in an uncertain world?

Join our regular host, Lesley-Ann Morgan, Head of Multi-Asset Strategy, as she talks to Chief Economist Keith Wade, Fund Manager Remi Olu-Pitan, Head of Securitized Credit Michelle Russell-Dowe and Head of Fixed Income Andrew Chorlton.

Das Webinar mit Nils Rode, Chief Investment Officer bei Schroder Adveq Investment zeigt einen Ausblick auf die Investmentchancen, die sich im Bereich Private Equity während und vor allem auch nach der Covid-19 Krise ergeben können. Insbesondere werden Co-Invest und Venture/Technology beleuchtet.

After a volatile year which has impacted all our lives, we ask our experts about their views on the outlook for 2021.

Our regular host Lesley-Ann Morgan asks Chief Economist Keith Wade what shape he sees the recovery taking and why, talks to Global Head of Equities Rory Bateman for his views on the equity markets and where to look for performance highlights while Fund Manager Remi Olu-Pitan gives the multi-asset perspective.

Covid-19 has impacted all industries globally. How have sectors like telecommunication and transport been effected so far? What is the short-term and long-term impact on the Infrastructure Sector?
And what will be the response to the crisis be in both, Infrastructure Debt and Infrastructure Equity. Join our Head of Infrastructure Finance, Charles Dupont as he discusses the current status and the possible development of the Infrastructure sector with Jerome Neyroud, Head of Investments, Infrastructure Debt and Jerome Janssen, Co-Head of Investment, Infrastructure Equity.

You will be able to pose your questions to Charles, Jerome and Jerome during the webinar.

Japan continues to weather Covid-19 better than many developed economies, with less severe restrictions on mobility, a shallower economic downturn and a far smaller increase in unemployment. The stock market has not fully reflected this as investors remain more concerned about geopolitics and global trade issues.

Join Masaki Taketsume to hear about improving corporate governance, productivity gains and strong balance sheets, as he positions the Japan Growth and Tokyo Funds for the future market environment, emphasising high active share, a focus on sustainable earnings and high conviction positions.

Some real estate investors believe the successful working from home experiment during this crisis will lead to a long-term decline in demand for offices. We think this is premature.

Join Duncan Owen, Mark Callender, Nick Montgomery, and Jeff O'Dwyer of the Schroders Real Estate team at 9:00 am on 2 September 2020 for a presentation on how Covid 19 has changed the shape of the office sector and city centres, and what it means for real estate investors in the future. They will discuss office areas in different cities and how they have functioned during the pandemic.

A presentation from Mark Callender, Head of Real Estate Research, will be followed by a live Q&A with the wider team.

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.

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.

“Bridge over troubled waters” – how Liquid Alternatives can add value in market downturns

Spoiled by impressive performance from both equity and fixed income markets over the last decade, many investors had been hit wrongfooted when the coronavirus hit markets globally. Liquid alternatives can offer investors true diversification and help to stabilize portfolio performance by limiting drawdowns und overall volatility. Andrew Dreaneen and other investment professionals from Schroders discuss the use of alternative strategies in a wider portfolio context and highlight selected strategies and their merits in the current crisis situation.

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.

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.

Auf dem Fondkongress erwartet Sie ein spannender Vortrag von Multi-Asset-Fondsmanager Ingmar Przewlocka,

Wir freuen uns, Sie auf dem Fondskongress in Mannheim am 29./30. Januar 2020 begrüßen zu dürfen. Es erwartet Sie unter anderem ein spannender Vortrag von Multi-Asset-Fondsmanager Ingmar Przewlocka.

Die globalen Kapitalmärkte haben seit Jahresbeginn eine bemerkenswerte Erholungsbewegung gezeigt.
Globale Aktien legten rund 15% zu und auch im Anleihen-Segment kletterten die Preise von Staats- und Unternehmensanleihen.