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Sustainability Quarterly

Sarah Bratton hosts the Sustainable Investment team as they kick off the New Year with several timely topics including the relevance of ESG factors in managing both trade wars risk and the proliferation of artificial intelligence (AI) in the global economy. They will also touch on divestment practices and trends among several ‘sin sectors’.
Recorded Jan 17 2019 38 mins
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Presented by
Schroders' Sustainable Investment team
Presentation preview: Sustainability Quarterly
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  • You call that a knife? What Crocodile Dundee can tell us about today’s markets Dec 4 2019 3:00 pm UTC 60 mins
    Angus Sippe, Portfolio Manager, Schroders Multi-Asset team, and Adam Farstrup, Head of Multi-Asset Product, Americas, Schrode
    Please join us as Angus Sippe, Portfolio Manager on Schroders’ Multi-Asset team (and a Sydney expat) looks at ways asset allocators can wrestle today’s crocodiles of distorted markets, geopolitics and other forces impacting the global capital markets. However, unlike the main character, our view is a ‘bigger’ knife may not always be a better thing – although, staying focused and being nimble will be the key to global asset allocation in 2020.
  • Credit Insights with David Knutson Recorded: Nov 13 2019 45 mins
    David Knutson, CFA, Head of Credit, Americas, Schroders, with special guests Jeff Dorst and Schroders Fernando Grisales
    For this webinar, David invites outside guest presenter Jeff Dorst, Liability Management & Early Stage Restructuring at Houlihan Lokey to discuss late cycle liability management tools of the trade and what to do: Examples of good, bad and ugly corporate debt actions. We also invite Schroders’ EM Debt Relative Fernando Grisales to do a brief overview of Mexico City Airport Trust (“MexCAT”) as an example of how bondholders improved an initial liability management offer.
  • Sustainability Quarterly: Schroders ESG guide to the markets Recorded: Oct 30 2019 38 mins
    Jessica Ground, Global Head of Stewardship & Belinda Gan, Investment Director, Global Sustainability
    Please join us as Jessica Ground, Global Head of Stewardship, and guest Belinda Gan, discuss some of the findings from Schroders’ 2019 Global Investor Survey, including some surprise findings on investor trends toward ESG that even we were surprised to uncover. Plus, they will dive into the practice of divestment and its efficacy (or lack thereof) from the perspective of some of the most influential asset owners.
  • Securitized Quarterly, with Michelle Russell-Dowe Recorded: Oct 17 2019 42 mins
    Michelle Russell-Dowe, Schroders' Head of Securitized Credit
    A new event that will focus on current market trends and dynamics, with perspectives delivered by Schroders' Head of Securitized Credit Michelle Russell-Dowe.
  • Schroders' Emerging Market Equity quarterly review and outlook Recorded: Oct 10 2019 31 mins
    Nicholas Field, Emerging Market Equities Strategist and Fund Manager
    Schroders' long-standing webinar series from the Emerging Market Equities team. This event, Portfolio Manager Nick Field examines the growth vs value factor dynamic taking place with the GEMS universe, as well as how lower global investment into the GEMS are creating both challenges and opportunities.
  • International Equities: Finding the businesses that can beat the fade Recorded: Sep 17 2019 25 mins
    Simon Webber, Portfolio Manager, Global & International Equities team
    Amid an environment of disruption, along with: slowing growth; profit margin pressure;prolonged policy uncertainty, and complacency around financial leverage, it is increasingly important for investors to be positioned in durable businesses with pricing power and elements of self-help. Schroders international equity portfolio manager Simon Webber offers his views on the challenging macro landscape and where the team is finding the most compelling investment opportunities.
  • Avoid the crowds: the case for securitized credit Recorded: Sep 10 2019 27 mins
    Michelle Russell-Dowe, Head of Securitized Credit, Schroders
    Given the challenges facing ‘traditional’ fixed income, we think segments of the securitized market warrant consideration for being a strategic portfolio component, given their better fundamentals and lower volatility compared to the more popular (and crowded) credit markets. Hear from Head of Securitized Credit Michelle Russell-Dowe as she gives her insights and opinions on the securitized space, how we expect the asset class to fare in today’s low rate environment, and where she sees opportunities within the consumer-driven, housing and real estate segments.
  • Local perspectives on the China Equity markets Recorded: Aug 28 2019 20 mins
    Jack Lee, Head of China A-share research, Schroders
    Recorded August 28, 2019. While trade wars and currency concerns have dominated the headlines, we think investors will be remiss if they do not at least begin to consider this tremendous alpha opportunity from a future asset allocation perspective. China’s economic dominance and future equity-market influence will undoubtedly be game-changers. In this two-part webinar, Schroders’ Greater China Equity teams delivers their local perspectives on current trends, and the longer-term secular benefits, of this unique opportunity set.
  • Sustainability Quarterly July 2019 Recorded: Jul 31 2019 39 mins
    Jessica Ground, Global Head of Stewardship
    Schroders' Global Head of Stewardship Jessica Ground provides the Team's views on their latest ESG-related research
  • Schroders' Emerging Market Equity quarterly review and outlook Recorded: Jul 11 2019 43 mins
    Tom Wilson, Head of Emerging Market Equities, Schroders
    Schroders' Head of Emerging Market Equities Tom Wilson delivers the Team's outlook on the GEMS universe in what has already been a dynamic first half of 2019.
  • The threats & opportunities in Fixed Income Recorded: May 9 2019 46 mins
    Andrew Chorlton, CFA, Head of US Multi-Sector Fixed Income, and Lisa Hornby, CFA, Portfolio Manager, US Multi-Sector Fixed In
    Andy Chorlton & Lisa Hornby of Schroders US Multi-Sector team explore their best ideas for managing today’s headwinds of liquidity, politics, concentration risks and economic growth.
  • Sustainability Quarterly Recorded: May 1 2019 36 mins
    Jessica Ground, Global Head of Stewardship at Schroders, and team
    Corporate governance is a well-practices component of ESG analysis. But what about a company's social and/or environmental footprint on society. This is a much more difficult arena of analysis to do with any consistency or success.

    In this edition of our quarterly series, Jessica Ground and Andy Howard discuss SustainEx, a new proprietary tool that provides quantitative analysis of these factors across companies and sectors, so that investors can better understand the financial impact of doing good, or continuing unethical business practices.
  • Schroders' Emerging Market Equity quarterly review and outlook Recorded: Apr 25 2019 43 mins
    Nicholas Field, Emerging Market Equities Strategist and Fund Manager
    Nick Field delivers the Team's latest thematic research on the global emerging market equity markets.
  • EM Debt in 2019 – don’t call it a comeback Recorded: Mar 7 2019 19 mins
    Jim Barrineau, Head of EMD Relative, Schroders
    Emerging market debt has had a remarkable run so far in 2019, but is this just a tactical play in the wake of a challenged year for risk assets? We think it’s more than that. EMD remains a strategic asset class play, and Schroders’ Head of EMD Relative Jim Barrineau will explore the ways in which EMD is attractive as the risk-free rate peaks.

    He will also discuss where he sees the best opportunities among both hard- and local-currency debt, and how investors can be strategic with their EMD allocations in 2019.
  • Credit Insights with David Knutson Recorded: Feb 14 2019 38 mins
    David Knutson, CFA, Head of Credit, Americas, Schroders
    In this edition of Credit Insights, David looks at the explosion of triple-B bonds in the IG universe, the recent high yield retracement, and what the Year of the Pig may have in store regarding China’s economic growth & the trade war dispute.
  • US Small Caps: '18 in 18 Recorded: Jan 29 2019 21 mins
    Bob Kaynor, US Small and SMID Cap Equities
    An 18-minute look at the US Small Cap asset class, what drove returns in 2018, and what we think will be key drivers and themes in 2019.
  • Sustainability Quarterly Recorded: Jan 17 2019 38 mins
    Schroders' Sustainable Investment team
    Sarah Bratton hosts the Sustainable Investment team as they kick off the New Year with several timely topics including the relevance of ESG factors in managing both trade wars risk and the proliferation of artificial intelligence (AI) in the global economy. They will also touch on divestment practices and trends among several ‘sin sectors’.
  • Schroders' Emerging Market Equity quarterly review and outlook Recorded: Jan 10 2019 46 mins
    Tom Wilson, Head of Emerging Market Equities, Schroders
    Schroders' longest-standing webinar series, with our Head of EME Tom Wilson offering his outlook on the Emerging Markets in 2019.
  • Trick or Treat? Sustainability Quarterly with Jessica Ground Recorded: Oct 31 2018 22 mins
    Jessica Ground, Head of Stewardship at Schroders, and team
    On this All Hallows' Eve edition of Schroders’ Sustainability Quarterly webinar, we look at ESG-indexing, and ESG within the Emerging Markets, both areas that can potentially offer tricks & treats.

    The combination of rising demand for index-based investment products and an increasing appetite for strategies based on ESG criteria has led to a sharp increase in ESG-branded products. We highlight a number of reasons why these simple, low-cost solutions may not provide either the financial or sustainability outcomes investors are likely to expect.

    EM have tended to exhibit greater volatility than developed markets. Less stringent regulation, rapidly changing demographics and evolving policy environments can add to the uncertainty for EM investors. These
    issues are less likely to impact better managed, more sustainably run companies, in our view.
  • Securitized Credit: A Timely Fixed Income Credit Alternative Recorded: Oct 16 2018 34 mins
    Jeff Williams, Fund Manager, Securitized Credit Team, Schroders
    As investors contemplate the lower return environment, the potential for rising interest rates and rich valuations, many rely on traditional fixed-income credit strategies, or leveraged loans, as a way to generate return or income. These markets have become crowded, and the crowds pushing into risk by the global liquidity glut are, in our view, concernedly complacent.
     
    Now is the time to avoid these very crowded parts of the market through an alternative that’s been here in place sight all along - Securitized Credit. In this webcast we will explore the broad range of alternatives, from defensive to opportunistic, that can be found in Securitized Credit and lending. We will also demonstrate how these traditional credit replacements can consist of a hybrid of private debt and public securities to provide an attractive return profile, and offer better diversification with the most commonly held portfolio allocations. 
Schroders US: Investment Insights and Outlooks
Schroders is a world-class asset manager with a unique 215-year family-ownership history and a pioneering investment philosophy. Through a global network of over 30 offices we aim to help both retail and institutional investors solve for a range of outcomes with excellence in traditional equity and fixed income, sustainability & ESG, as well as distinctive illiquid investments such as private equity, private debt, real estate, and infrastructure. Global heritage. Advanced thinking. Differentiated alpha.That’s Schroders.

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  • Title: Sustainability Quarterly
  • Live at: Jan 17 2019 3:00 pm
  • Presented by: Schroders' Sustainable Investment team
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