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. 

ESG has been much in the news of late, both with interest and skepticism. Beyond the need to properly define ESG and the spectrum of various approaches available to investors interested in sustainability, the key question that everyone wants to answer is whether such investing can enhance returns and how its impact can be quantified. Join us as Whitney Sweeney, Sustainability Investment Director, speaks with Duncan Lamont, Head of Strategic Research, and Margot Von Aesch, Head of Sustainable Investment Management, to discuss what academic research and observation tells us about how ESG investing affects returns, to explore whether sustainable companies trade on more expensive valuations, and to consider how this may create opportunities going forward.

Asking the big question: does ESG investing enhance returns?

Taking it public. In the latest of our Sustainability Webinar series Lazaro Tiant, Sustainability Investment Director, sits down with Joanna Wald, Head of Research - US Small Cap, and Jonathan Fletcher Fund Manager – Emerging Markets Equity, to discuss the impact opportunities investors may encounter in public markets.

Sustainability Quarterly: Impact Investing in public markets

The recent commodities selloff: A realistic pause or a challenge to the structural bull case?
The primary reason for the recent selloff in commodities has many culprits including rising interest rates, concerns about a rebound in China real estate, and a general “risk off” sentiment. The key question is how to interpret this selloff in a long-term context. Specifically, one needs to consider if this recent commodities weakness has already unwound, or even invalidated, the previous rally or whether there is still merit to the longer-term structural bull case in commodities. Join Schroders commodities fund managers Malcolm Melville and Dravasp Jhabvala as they discuss these effects across the oil and agricultural markets.

Schroders Commodities Quarterly Review and Outlook

Is it time to invest in China? In our longstanding EME webinar series, Tom Wilson, Head of Global Emerging Markets Equity, gives his views on the potential bright spots in Chinese markets looking into 2023 and beyond. He also sheds light on emerging markets vs. developed markets, inflation, and the strong dollar and its impact on EM.

Schroders' Emerging Market Equity quarterly review and outlook

Active ownership has been a key component of investing at Schroders for over 20 years. In 2022, we published our Engagement Blueprint to outline our six thematic priorities and desired engagement outcomes. Join us as Marina Severinovsky, Head of Sustainability, North America speaks to Katie Frame, Active Ownership Manager, about this top-down engagement framework. Then we will explore engagement in practice on two of our investment desks, with Joanna Wald, Head of Research, US Small Cap discussing how her team works with companies to improve their policies and unlock value, and Lisa Hornby, CFA, Head of US Multi-Sector Fixed Income discussing how her analysts’ engagement with companies generates additional insights that are used to make better investment decisions.

Sustainability Quarterly: Active Ownership/Engagement at Schroders

As inflation continues to alarm investors, Schroders EM Strategist and Portfolio Manager Nicholas Field explains the underlying causes of inflation, structural changes taking effect and how emerging markets are different in our long-standing EME Webinar series.

Please join our new Head of Sustainability in North America, Marina Severinovsky, as she interviews Andy Howard, Schroders’ Global Head of Sustainable Investment, and Holly Turner, Sustainable Investment Analyst, about recent research we have published on our proprietary carbon Avoided Emissions framework, as well as the release of Schroders’ Climate Transition Action Plan (CTAP), which outlines our own path to Net Zero.

Sustainability Quarterly: Decarbonization at Schroders

Following a robust performance of Commodities in 2021 does the outlook for 2022 remain positive?  Malcolm Melville and Dravasp Jhabvala, Commodities Portfolio Managers at Schroders, will give their views on why they believe energy and agriculture will likely be the largest drivers of ongoing positive returns keeping inflation higher for longer at our inaugural quarterly Commodities webinar series

Please join our sustainability quarterly webinar as Holly Turner covers the key trends and outcomes from the COP26 climate conference. We will also be joined by Catherine Macaulay who will be sharing her work on natural capital and biodiversity, an area that is sure to dominate headlines at COP26 and beyond.

Sustainability Quarterly: All eyes on COP26

Where do EM Equities stand today?  With the effect of COVID-19 still rolling through global healthcare systems and supply chains, an increasing regulatory regime and drive to deleverage in China, and with global excess liquidity beginning to decrease, it can be difficult to maintain perspective on various markets. Nicholas Field, Emerging Market Strategist / Fund Manager gives his views on the fundamentals, technicals and macro in Emerging Market economies in our long-standing EME webinar series.

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 fund 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.

A commodity cycle like no other: How climate policy alters this asset class

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.

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.

Sustainability Quarterly: The "S" factor

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 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.

The inflation debate: idiosyncratic, inescapable, or just plain irritating

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

Commodities – Safe Haven or the Last Shoe to Drop?
With the volatility and risk-off sentiment currently prevailing in the capital markets, there have been few safe havens for investors so far in 2022.   Generally speaking – and so far at least – Commodities qualify for this designation.   What’s behind this relative calm?  And can it last?  Join portfolio managers from Schroders Commodities team for an in-depth discussion of the current drivers of commodities, and how they might react to a broader economic slowdown.

Schroders Commodities Quarterly Review and Outlook

Presented by

About this talk

Schroders US: Investment Insights and Outlook