Videos: Webconferences

Webcast on demand - Schroders Annual Investment Briefing 2019

Earn up to 1.25 CPD hours.

15/05/2019

Andrew Fleming

Andrew Fleming

Deputy Head of Australian Equities

Simon Doyle

Simon Doyle

Head of Fixed Income & Multi-Asset

Mihkel Kase

Mihkel Kase

Fund Manager, Fixed Income

Nick Kirrage

Nick Kirrage

Fund Manager, Global Recovery Fund

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.

Earn up to 1.25 CPD hours by viewing all webcasts sessions. Register to review and recieve CPD hours.

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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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