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.
The Covid-19 has impacted investment rates across all industries globally. What is the short term and long term impact on the Energy Transition sector and are the high returns, which support the investment opportunity, still available for investors?
Join Mark Lacey, Portfolio Manager, and Alex Monk, Global Renewables Analyst, in this live webinar where they will be examining what recent events mean for the energy transition and the risks and opportunities that investors should look out for.
Andrew Dreaneen, Robert Donald, Daniel Ineichen, James Freeman
“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.
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.
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
Jessica Ground, Global Head of Stewardship at Schroders, and team
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?
•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
Johanna Kyrklund, CFA, Global Head of Multi-Asset Investments, and Adam Farstrup, CFA, Head of Multi-Asset Product, Americas
Johanna Kyrklund, Global Head of Multi-Asset Investments, provides a mid-year assessment of the Team’s cyclical & risk scenarios, as well as where they anticipate opportunities arising across the global markets. Topics to be discussed include:
* Are risks in the global economy moving from a reflationary bias to stagflation?
* Mid-term scorecard for the Fed
* Comparing & contrasting European versus US opportunities and risks
* Is it time to re-engage with emerging markets from an asset allocator’s perspective?
* And Q&A
Die aktuelle wirtschaftliche Expansionsphase ist seit diesem Monat die zweitlängste in der Geschichte der USA und wird im Juni dann 9 Jahre andauern; nur die Expansion von 1991 bis 2001 bis dato noch länger. Daher drängt sich die Frage auf, wie lange der Zyklus noch gehen 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.