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
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.
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.