Schroders Global Equities webinar: All-Weather Alpha: beyond the Mag 7
Date: Tuesday September 30, 2025
Time: 11:30 am (AEST)
Format: An interactive discussion with the opportunity to ask questions throughout the session. You can also pre-submit questions when completing your registration form.
You are invited to an exclusive webinar with Frank Thormann, Senior Portfolio Manager, Global Equities, and Ben Arnold, Investment Director at Schroders. Frank is visiting clients in Australia from Germany and sharing his expertise into how to deliver consistent outperformance in global equities.
With markets fixated on the “Mag 7,” the real challenge for investors is capturing global growth without over-reliance on a concentrated group of mega-caps. Managing over US$25bn across global strategies, Frank leads the Schroder Global Equity Alpha Fund and ASX: ALPH active ETF and will share how his distinctive process, disciplined stock selection and risk management can deliver superior, consistent, long-term outcomes.
Topics will include:
- How the Fund has consistently outperformed, delivering alpha with a batting average in the top 1% of all global large cap equity peers
- Finding overlooked and underappreciated “growth gap” opportunities around the world
- The power of a style-agnostic, high-conviction best ideas approach
- Generating risk-efficient alpha without over exposure across the Mag 7
- Current market dynamics: capital discipline, free cash flow inflections, and broadening opportunities ahead
Advisers, brokers and financial professionals seeking evidence-based global equity solutions are encouraged to attend. CPD points will be awarded for this webinar.
Register here