Name: PRIVATE EQUITY & IMPACT INVESTING IN 2022 – Welche Chancen und Risiken gibt es?
Start: 2022-01-14T10:00:00Z
End: 2022-01-14T10:00:56.000Z
Location: BrightTALK
Rating: 0

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.

Erfahren Sie in diesem kurzen Webinar (25 Min) von unserem Global Head of Credit, Patrick Vogel, wo er aktuell attraktive Chancen im Credit-Bereich sieht und warum es sich für Sie lohnen könnte jetzt einzusteigen.

Der Sturm legt sich: Unternehmensanleihen bieten wieder attraktive Renditen.

In recent years, interest rates in many jurisdictions have been cut to historic lows and risk-adjusted yields have dropped, forcing income-oriented investors to climb the risk ladder and seek investment opportunities in the high-yield space. Furthermore, rising inflation and the FED’s announced rate hiking cycle are leaving their footprints on the credit market. 

Consequently, the legitimate question arises whether it is currently worthwhile to remain invested in credit or better to search the exit in order to protect the portfolio? 
Our Credit Investment Director, Daniel Lösche, will answer this question and explain how we manage our SISF Global Credit Income strategy in this difficult environment to generate stable income and provide positive returns over the course of the year. 

Join us for an interactive discussion and the opportunity to ask your questions.

Where next for SISF Global Credit Income – facts, no fears

Steigende Inflation und die angekündigte Zinswende der US-Notenbank zeigen ihre Spuren am Rentenmarkt. Auch wenn die europäische Notenbank immer wieder betont, die hohe Inflation als temporären Effekt zu sehen und bisher keinen Zinsschritt signalisiert, wächst der Druck.

Wie ist die aktuelle Entwicklung einzuschätzen und vor allem, wie ist vor diesem Hintergrund die Positionierung im Bereich der europäischen Unternehmensanleihen zu sehen?

Wie unser Fondsmanagement in diesem schwierigen Umfeld agiert, wird Daniel Lösche, Investment-Director Credit in diesem Webinar erläutern und Ihnen Rede und Antwort stehen.

Europäische Unternehmensanleihen auf dem Prüfstand - Bleibt die Rendite stabil?

Please join us in this live webinar as we reflect back on the past 3 years, share with you our views of the market going forward, and answer any questions you may have.

Schroder GAIA Helix: 3 year anniversary

Der Klimawandel ist eine der größten globalen Bedrohungen, denen unser Planet heute ausgesetzt ist. Trotz verstärkter Investitionen in eine kohlenstoffarme Wirtschaft sind wir noch weit davon entfernt, die entscheidenden Umweltziele zu erreichen, die unter anderem im Pariser Abkommen festgelegt wurden. Schroders und BlueOrchard haben sich zum ersten Mal zusammengetan, um einen Klimawirkungsfonds zu entwickeln, der in grüne Anleihen aus Schwellenländern investiert. Diese Anleihen zielen auf positive Umweltveränderungen ab und leisten gleichzeitig einen Beitrag zu den klimabezogenen UN-Zielen für nachhaltige Entwicklung.

Schroder ISF* Fund BlueOrchard Emerging Markets Climate Bond

Natalie Howard und Daniel Younis werden zuerst einen kurzen Überblick zum Markt geben, anschließend die Auswirkungen von COVID-19 auf die Assetklasse diskutieren und danach darstellen, wie man im aktuellen Umfeld Deals finden kann, bei denen man mit dem deutschen Staat als Mieter über 5 % Rendite als Kreditgeber erzielt.

Webinar: Real Estate Debt

Interessante Chancen und einen attraktiven Carry bei geringerer Zinssensitivität. Wir glauben, dass das wirtschaftliche Umfeld zu seinen Gunsten spielt, und wir sehen weitere positive Faktoren wie technische Unterstützung, günstige Bewertungen und die Möglichkeit, Chancen in weniger analysierten Bereichen zu finden.
Der Manager des Fonds Schroder ISF* EURO High Yield, Hugo Squire, weist eine solide Erfolgsbilanz sowohl in Bullen- als auch in Bärenmärkten auf. Seien Sie dabei, wenn der Fondsmanager persönlich seinen Ansatz vorstellt und aufzeigt, wie der Fonds nicht nur eine Outperformance generieren, sondern es auch an die Spitze der Vergleichsgruppe schaffte. Wir freuen uns, von Ihnen zu hören.

Webinar: Euro High Yield - Why Now?

The next episode of SchrodersTV is available.

A brutal pandemic with political and social turmoil have destabilised the West’s once concrete foundations. But having survived a financial crisis and recovered quicker from Covid-19, Asian economies appear to be on much firmer ground. Our regular host Lesley-Ann Morgan is joined by Nick Field, Global Emerging Market Equity Strategist, David Rees, Economist and Viswanathan Parameswar, Head of Investments Asia, as they discuss why for investors, the 21st century could belong to Asia.

New release: Does the 21st century belong to Asia? - SchrodersTV

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.

WATCH NOW: How climate change might affect investment returns - SchrodersTV

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.

How to find returns in a zero-rate world – Schroders TV

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.

Private Equity Investitionschancen

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.

What is the outlook for 2021? Watch Schroders TV on 15 December

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.

Infrastructure during and after Covid-19: An outlook on Infr. Debt and Equity

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.

Stock Picking: the relative value of Japan

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.

WFH: The changing shape of the office sector

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.

Sustainability Quarterly: Stepping back and focusing on the long term

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.

[Sector focus special] The impact of Covid-19: Technology

NEUER TERMIN // wir laden Sie herzlich zu unserem Webinar am 14. Januar 2022 ein, in dem wir uns der spannenden Kombination aus Private Equity und Impact Investing widmen. Erfahren Sie, wie sich lukratives Investieren mit gutem Gewissen verbinden lässt. Zunächst gibt Nils Rode, Chief Investment Officer bei Schroders Capital, einen Marktausblick und zeigt auf, wo die Reise in 2022 im Bereich Private Equity hingeht. Welche Chancen tun sich möglicherweise auf und wo könnten die Risiken liegen? Anschließend stellt Felix Hermes, Head of Private Equity & Sustainable Infrastructure bei BlueOrchard das Thema Impact Investing im Rahmen von Private Equity vor. Während des Webinars haben Sie die Möglichkeit ihre Fragen direkt zu stellen.

PRIVATE EQUITY & IMPACT INVESTING IN 2022 – Welche Chancen und Risiken gibt es?

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PRIVATE EQUITY & IMPACT INVESTING IN 2022 – Welche Chancen und Risiken gibt es?

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