Webcast on demand - Schroders Annual Investment Briefing 2019
Earn up to 1.25 CPD hours.
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.
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.
Opinions, estimates and projections in this article constitute the current judgement of the author as of the date of this article. They do not necessarily reflect the opinions of Schroder Investment Management Australia Limited, ABN 22 000 443 274, AFS Licence 226473 ("Schroders") or any member of the Schroders Group and are subject to change without notice. In preparing this document, we have relied upon and assumed, without independent verification, the accuracy and completeness of all information available from public sources or which was otherwise reviewed by us. Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this article. 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 article or for any resulting loss or damage (whether direct, indirect, consequential or otherwise) suffered by the recipient of this article or any other person. This document does not contain, and should not be relied on as containing any investment, accounting, legal or tax advice. Schroders may record and monitor telephone calls for security, training and compliance purposes.