Schroder ISF Global Multi Credit - November 2016

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.

Nachdem der S&P 500 im Dezember mit rund -9% noch die schlechteste Wertentwicklung seit der großen Weltwirtschaftskrise in 1931 verzeichnet hat, haben die globalen Aktien seit Jahresbeginn bereits wieder rund 11% zugelegt. Die Frage, die sich nun stellt ist, ob wieder alle Sorgen am Kapitalmarkt verflogen sind

Interview zum Vortrag beim Fondskongress

Please join Jessica Ground and the Sustainable Investment team as they dive into the ESG topics currently making waves.

No one wants to vacation on a beach full of plastic. With more regions talking about banning some plastic items, what is the impact for the plastics supply chain, and end users. Meanwhile, as summer temperatures reach record highs, we will revisit our Schroders Climate Progress Dashboard a year on from launch and see how the thermostat is re-calibrating. Finally, as you pack up the car for your big summer trip, is there a residual risk that is not being captured within the auto loan industry, despite banks tighten up their consumer protection rules and processes?

The Team's quarterly review and outlook on the Global Emerging Markets.

•Der Handelsstreit zwischen China und den USA ging diese Woche in die nächste Runde
•Neben den angekündigten Zöllen in Höhe von 25% auf 50 Mrd. USD in chinesischen Exporten, die am 6. Juli in Kraft treten sollen, droht die USA nun damit weitere Zöllen auf 200 Mrd. USD in chinesischen Exporten zu erheben