Webcasts
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16 March 2009 Asset allocation - where's best to invest in 2010? Simon Doyle, Head of Fixed Income and Multi-Asset Rising interest rates in Australia, burgeoning budget deficits in the USA and Europe and the threat of sovereign defaults is causing concern for investors. Simon Doyle, explores the key issues facing investors in 2010 and discusses where is best to invest in 2010. |
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10 February 2010 Australian equities: where we've been and where we are going in 2010 Randal Jenneke, Senior Portfolio Manager Randal discusses his views for the future including the impact of currency appreciation, resource pricing, merger and acquisitions and other key issues for the portfolio. |
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17 November 2009 Investing in Australian smaller companies and the importance of understanding human behaviour David Wanis, Portfolio Manager, Australian Smaller Companies In a world where change creates opportunity for some businesses and risks for others, David Wanis, explores human behaviour and the importance of understanding how humans react and adapt in the context of identifying businesses with potential. Read the article |
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October 2009 Back to basics - lessons for the future Martin Conlon, Head of Australian Equities Martin talks about investment learnings from the recent crisis and provides a framework for making investment decisions going forward. |
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October 2009 Making an impact on client portfolios Simon Doyle, Head of Fixed Income and Multi-Asset Simon discusses portfolio performance and asset class performance through the economic cycle contending that asset allocation is the key driver of performance. |
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15 September 2009 Global Active Value: positioning for a recovery Stephen Kwa, Investment Specialist - Quantitative Equity Products Insights into ways to gain pro-cyclical exposure to the strengthening global economic recovery and an update on the Schroder Global Active Value Fund. |
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18 August 2009 Is there a role for fixed inome in a recovery? Simon Doyle, Head of Fixed Income and Multi-Asset, Australia Simon Doyle, Schroders' Head of Fixed Income and Multi-Asset discusses the the risks and opportunities of fixed income over the next 6 months and how best to capture the opportunities in client portfolios. Will there be a role for fixed income in a recovery? How will interest rate changes impact fixed income funds? Simon provides an assessment of the broad range of credit opportunities available both domestically and globally and review the current positioning of the Schroder Fixed Income Fund and the Schroder Hybrid Securities Fund. |
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21 July 2009 Australian Equities update Martin Conlon, Head of Australian Equities, Schroders A mid year review of the Australian share market and a performance update of the Schroder Wholesale Australian Equities Fund. Martin discusses his insights into risk and opportunities in the market including the recent resources rally, the rebound in leverage generally and assessing the impact of the recent spate of capital raisings. Australian Equities update |
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20 April 2009 Alternatives to Cash Simon Doyle, Head of Fixed Income and Multi-Asset, Australia |
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24 February 2009 The outlook for Global Emerging Markets Allan Conway, Global Head of Emerging Markets |