Webcast on demand - Schroders Annual Investment Briefing 2019

This briefing provided attendees with the views of some of our most senior investors on the current state of markets – both domestically and abroad – where they are seeing opportunities and risks and what it means for your clients’ portfolios.

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A summary of the topics covered in the webcast is:

Andrew Fleming, Deputy Head of Australian Equities - argued that sustainability should be a more important consideration than short-term growth when assessing investments and discussed the difference between a great company and a great investment. He also shared his views on the importance of the banking and mining sectors in delivering durable yield for Australian investors. Click here for more information about the Schroder Wholesale Australian Equity Fund.

Nick Kirrage, Fund Manager, Global Equities – commented that markets have been on fire and that being a value investor in this environment has sometimes felt like swimming against the tide. He believes that warning signs are starting to appear and shared his views on compelling value investment opportunities and the importance of diversifying client portfolios. Click here for more information about the Schroder Global Recovery Fund.

Mihkel Kase, Fund Manager, Fixed Income – discussed the challenges in finding regular, predictable, sleep-at-night income for investors in an environment of low interest rates and declining risk premiums. He emphasised the importance of using the full fixed income opportunity set and the role of active management. Click here for more information about the Schroder Absolute Return Income Fund.

Simon Doyle, Head of Fixed Income and Multi-Asset – observed that while it has been a long time since there was a bear market, some warning signs are starting to emerge and there is a need to be mindful of these when constructing portfolios, to both capitalise on opportunities and manage risks. Click here for more information about the Schroder Real Return Fund.

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Important Information:
This material has been issued by Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders) for information purposes only. It is intended solely for professional investors and financial advisers and is not suitable for distribution to retail clients. The views and opinions contained herein are those of the authors as at the date of publication and are subject to change due to market and other conditions. Such views and opinions may not necessarily represent those expressed or reflected in other Schroders communications, strategies or funds. The information contained is general information only and does not take into account your objectives, financial situation or needs. Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this material. Except insofar as liability under any statute cannot be excluded, Schroders and its directors, employees, consultants or any company in the Schroders Group do not accept any liability (whether arising in contract, in tort or negligence or otherwise) for any error or omission in this material or for any resulting loss or damage (whether direct, indirect, consequential or otherwise) suffered by the recipient of this material or any other person. This material is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. You should note that past performance is not a reliable indicator of future performance. Schroders may record and monitor telephone calls for security, training and compliance purposes.