Hi [[ session.user.profile.firstName ]]

Schroders' Emerging Market Equity quarterly review and outlook

As we all continue to manage through these challenging times, Schroders extends our heartfelt regards to everyone. We stand by you as global citizens, and as capital market partners.

The global EME markets have been for the most part at the epicenter of the Covid-19 outbreak. In this webinar Schroders EME Portfolio Manager Nick Field examines the current state of the GEMS universe, the recent volatility and where the longer-term opportunities within the GEMS universe may present.
Recorded Apr 22 2020 50 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Nicholas Field, Emerging Market Equities Strategist and Fund Manager
Presentation preview: Schroders' Emerging Market Equity quarterly review and outlook
  • Channel
  • Channel profile
  • A commodity cycle like no other: How climate policy alters this asset class Sep 28 2021 3:00 pm UTC 60 mins
    Jim Luke, Fund Manager and Malcolm Melville, Fund Manager, Schroders
    The abundance of global liquidity has boosted most asset classes to lofty levels. Certain commodities, however, are exhibiting behaviors that cannot be attributed solely to central bank largesse or pandemic-related issues. There is another persistent force at play. Hear portfolio managers Jim Luke and Malcolm Melville discuss how climate change policy is disrupting the typical supply and demand dynamics for select commodities – to the benefit of investors – and learn why we are still in the early stages of this trend.
  • Schroders' Emerging Market Equity quarterly review and outlook Recorded: Jul 21 2021 46 mins
    Tom Wilson, Head of Emerging Market Equities, Schroders
    As many parts of the developed economy emerge from the worst of the pandemic, how do the various regions that comprise the emerging markets fare? In our long-standing EME webinar series, Tom Wilson examines the fundamentals, technicals and macro in China, Brazil, India, Russia and other EM economies.
  • Sustainability Quarterly: The "S" factor Recorded: May 13 2021 55 mins
    Sarah Bratton Hughes, Head of Sustainability NA, and Jack Wasserman, Investment Director, Impact Strategies
    Climate change has dominated the headlines in 2021. However, recent studies have indicated that SOCIAL issues are a greater driver of returns. In this edition of Schroders Sustainability Webcast, we will discuss how integrating issues like diversity, supply chain management, and financial inclusion into security selection -- across BOTH developed and emerging markets, and via both public and private markets -- can potentially help drive better outcomes for both society, and your portfolio's returns.
  • Schroders' Emerging Market Equity quarterly review and outlook Recorded: Apr 29 2021 46 mins
    Nicholas Field, Emerging Market Equities Strategist and Fund Manager
    In this edition of Schroders long-standing webinar series, we look at one of the most ubiquitous themes -- COVID and the current state of the vaccine roll-out. Nick Field will provide an overview on where are we on the disease, economic effects, and market effects impacting the Emerging Markets. As always, Q&A is welcomed.
  • The inflation debate: idiosyncratic, inescapable, or just plain irritating Recorded: Mar 31 2021 32 mins
    Andrew Chorlton, Remi Olu-Piton, and Abdallah Guezour
    The global response to the COVID pandemic, the Fed’s announcement of its new inflation target policy, along with the revitalization of an 11-year equity bull market has given light to a new discussion on inflation. As with all debates, there are two sides of the coin. However, we’re seeking to do it differently. We want to stand the coin on its side and spin it with a different discussion – what can investors do regardless of the inflation regime?

    Join us as Andy Chorlton, Global Head of Fixed Income, moderates a panel of complementary asset-class experts with Remi Olu-Pitan, Portfolio Manager, Multi-Asset, and Abdallah Guezour, Head of Commodities and EMD. Each offers a different perspective on approaching this topic given the current state of inflation, and Andy will field questions from you – the audience – on its near- and longer-term implications on the capital markets. Our aim is to solve the question of what can investors do to seek alternative diversification and/or income should we see a meaningful inflation spike during these unprecedented times.
  • New release: Does the 21st century belong to Asia? - SchrodersTV Recorded: Mar 23 2021 16 mins
    Lesley-Ann Morgan is joined by Nick Field, David Rees and Viswanathan Parameswar
    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.
  • WATCH NOW: How climate change might affect investment returns - SchrodersTV Recorded: Feb 16 2021 21 mins
    Full episode now available. Lesley-Ann Morgan, Andy Howard, Irene Lauro, Felix Odey and Isabella Hervey-Bathurst
    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.
  • Sustainability Quarterly: The Race to Net Zero – mapping the decade ahead Recorded: Feb 11 2021 62 mins
    Andrew Howard and Sarah Bratton,
    More and more corporates and nations are committing to net zero emissions targets and the pace of which will only accelerate. How will this trend impact the investment community in the years to come?

    Join Andy Howard and Sarah Bratton-Hughes as they examine the road leading many asset managers to pro-actively seek more sustainable business practices and integrate ESG factors in a much more meaningful – and measurable – way.

    They will also be joined by Saida Eggerstedt and Mark Lacey who will provide additional perspectives on the Green & Social bond, and energy transition equity segments, respectively; areas of growth which are soaring to new capitalization levels.
  • Schroders' Emerging Market Equity quarterly review and outlook Recorded: Jan 20 2021 37 mins
    Tom Wilson, Head of Emerging Market Equities, Schroders
    Fitting to host our first live 2021 webinar on Inauguration Day, we're pleased to host our long-standing Emerging Markets webinar series amid a time when market headwinds come face to face with tailwinds, such as a declining dollar. Head of Emerging Markets Equities Tom Wilson provides an in-depth 2021 outlook, as well as the expectations for the GEMS universe as we enter a new phase of US-elected leadership, COVID, and globalization in a decade of disruption.
  • Schroders TV: How to find returns in a zero-rate world Recorded: Jan 19 2021 14 mins
    Lesley-Ann Morgan, Keith Wade, Remi Olu-Pitan, Michelle Russell-Dowe and Andrew Chorlton
    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 #thezero. 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 us live as host Lesley-Ann Morgan, Head of Multi-Asset Strategy, talks with Chief Economist Keith Wade, Multi-Asset Manager Remi Olu-Pitan, Head of Securitized Credit Michelle Russell-Dowe and Head of Fixed Income Andrew Chorlton.
  • Schroders Sustainability Quarterly: Dear Paris, with love? Recorded: Nov 18 2020 50 mins
    Andrew Howard and Sarah Bratton
    The US officially left the Paris agreement at the same time as China. Meanwhile, the EU is full steam ahead on a number of sustainable initiatives, and both Korea and Japan have announced targets to be net-zero by 2050. In this webcast we will discuss the implications of global commitments and regulation on the sustainable finance landscape now that the Presidential election has take place.

    Also, where does the US go from here? How does a change in administration potentially impact policy in the US? Does the DOL’s final rule on ESG in ERISA plans really put a cold shower on sustainable investing in the US?

    Finally, we look at the findings from our own Investor Survey where we find that alignment to values and regulatory pressure continue to influence investor behavior globally.
  • Schroders' Emerging Market Equity quarterly review and outlook Recorded: Oct 28 2020 36 mins
    Nicholas Field, Emerging Market Equities Strategist and Fund Manager
    In this edition of our long-standing webinar series, Portfolio Manager Nick Field delves into the team's latest thematic topic -- debt dynamics.

    COVID has blown up deficits everywhere and increased Government's debt burden around the world. The question of debt sustainability is back, but….
    What drives debt levels in the long run anyway?
    Are emerging markets at risk?
    And does debt sustainability matter anyway?
  • LDI 2020: Iceberg risk or Iceberg lettuce? Recorded: Sep 17 2020 55 mins
    Seth Finkelstein, CFA, and Ed Studd, FIA, CERA
    Without being too dramatic, we believe LDI portfolios may be THE iceberg risk hiding in corporate pension plans and going forward their impact on plan success will rival that of plans’ growth portfolios. Ten years of a benign credit environment have masked underlying weaknesses and concentrated risks that make portfolios ill-suited to the challenges of managing to a liability in an uncertain credit and economic environment.

    In this webinar our Solutions team will share extensive research on issues in multi-manager LDI portfolios and introduce a proprietary framework we developed to help clients and consultants understand the true risks in a LDI portfolio and determine whether it's properly configured to deliver sufficient alpha and “true” diversification in the next 10 years.
  • UK Senior Housing: A multi-family segment poised for growth Recorded: Sep 15 2020 59 mins
    Patrick Bone, Mark Callender, Schroders Real Estate Team, and Kevin Beirne, Head of Retirement for Octopus Real Estate.
    Demographic shifts in the UK’s aging population means retirees are living healthier for longer and retirement communities are seeking to address these changing preferences. Our session will explore the drivers behind the growth of this burgeoning segment of the multi-family residential real estate market, why the senior housing opportunity in the UK may be an attractive option for US investors, and why we believe the COVID pandemic will likely be a catalyst for growth.

    Please join us for a discussion between Patrick Bone, Fund Manager, and Mark Callender, Head of Research for Schroders as well as Kevin Beirne, Head of Retirement for Octopus Real Estate. Moderated by David Sullivan and Lydia merry
  • Sustainability Quarterly: Stepping back and focusing on the long term Recorded: Aug 13 2020 54 mins
    Andrew Howard, Sarah Bratton, and Keith Wade
    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.
  • Schroders' Emerging Market Equity quarterly review and outlook Recorded: Jul 22 2020 40 mins
    Tom Wilson, Head of Emerging Market Equities, Schroders
    A detailed look at the mid-year outlook for the GEMS universe after the peak impact of the pandemic, trade war rhetoric, global policy intervention, and the re-opening of the global economies.
  • Securitized Quarterly, with Michelle Russell-Dowe Recorded: Jul 15 2020 34 mins
    Michelle Russell-Dowe, Head of Securitized Credit, Schroders
    As we approach the 100-day anniversary of lockdown, inherent uncertainty around Covid-onomics and the trends that face all investors going forward remain exceptionally elevated. In this dynamic and uncertain market, navigating the opportunity set requires a number considerations and a broad toolkit. In this webinar, Head of Securitized Credit Michelle Russell-Dowe will discuss the Team’s latest research on the economic outlook, the market's recent reaction to TALF, as well as where we are seeing opportunities for the patient and opportunistic investor.
  • International Value – From playing defense to playing offense Recorded: May 28 2020 52 mins
    Michael O'Brien and Marina Severinovsky, Schroders QEP team
    Will the COVID-19 crisis prove to be the catalyst to a long-overdue inflection point in markets, in terms of reversion in geographic leadership and sector leadership between defensive growth and cyclicals? Join us as QEP Senior Analyst & Portfolio Manager Michael O’Brien and Marina Severinovsky, Investment Director, look back at the volatile first part of 2020 to isolate the themes that mattered most to performance, from focusing on business quality and financial strength to avoiding dividend cutters. They will also look ahead (with the aid of data going back as far as the Great Depression) to examine how historical patterns could be repeated, and where they believe extremes in valuations and market concentration are creating both vulnerabilities -- and opportunities.
  • Sustainability Quarterly: Life (and investing) after Covid-19 Recorded: May 14 2020 36 mins
    Katherine Davidson, Joanna Wald, and Sarah Bratton
    Schroders continues to extend our gratitude to all of the essential service providers out there. For all of you, clients and neighbors alike, managing through these difficult times, we stand with you as we navigate these uncertain times.

    In this edition of our latest ESG-based webinar series, we invite Katherine Davidson, Global Sustainable Growth Portfolio Manager, and Joanna Wald, Head of Research US Small and SMID Equities, to examine how the role of the stakeholder relations -- companies, consumers, supply chains, and communities -- have been, and will continue to be, transformed by the greatest global pandemic and acute market disruption witnessed in generations. Moderated by Sarah Bratton, Head of Sustainability, North America.
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.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Schroders' Emerging Market Equity quarterly review and outlook
  • Live at: Apr 22 2020 3:00 pm
  • Presented by: Nicholas Field, Emerging Market Equities Strategist and Fund Manager
  • From:
Your email has been sent.
or close