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Financial markets and the economy explained with a little help from the people inside Schroders.
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2 days ago
Is hydrogen really the solution to net zero?
Hydrogen, the combustible gas responsible for the Hindenburg disaster, is being seen by some as a panacea for net zero. But how practical is it for the world to adopt such a complex and dangerous fuel as a major clean energy alternative?
Kristian Hoeg Madsen, Co-Head of Hydrogen Investment at Schroders Greencoat, joins the pod to shed some light on the complex world of hydrogen and how likely it is to be the solution to net zero.
RUNNING ORDER:
02:04 Part one: Why hydrogen now?
06:46 Part two: Is hydrogen actually the answer to net zero?
11:24 Part three: What is the future for hydrogen?
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
Schroders.com/insights
LISTEN TO MORE:
schroders.com/theinvestordownload
Important information.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
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May 18, 2023
How microfinance helps shape an economy
Herjola Spahiu used to be a banker. But when the global financial crisis struck she turned her attention to the people that needed help the most. Through microfinancing her company NOA invests millions of euros into projects across Albania from farming to boat building.
In this episode we learn about Herjola's journey in microfinancing. We also speak to Daniel Perroud, whose firm Blue Orchard is one of the many investors that finance the microfinanciers.
RUNNING ORDER:
02:47 - Part one: what's microfinancing all about?
06:09 - Part two: the challenges facing microfinance
10:42 -Part three: what do we get in return?
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
Schroders.com/insights
LISTEN TO MORE:
schroders.com/theinvestordownload
Important information.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
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May 11, 2023
How to avoid investing in companies like Enron
If you haven’t listened to the previous episode with Bethany McLean on the fall of Enron then please do. Because in this short episode we speak to fund manager Juan Torres Rodrigues, who interviewed Bethany.
We pick up some of the points Bethany makes throughout the pod and discuss some of the techniques Juan uses when he invests to try to avoid investing in companies such as Enron.
You can listen to the other two episodes in our short-selling series:
Enron: the anatomy of a scandal in the words of the woman who broke the story
Muddying the waters: the story of an activist short seller
Everything you ever wanted to know about short selling but were afraid to ask
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
Schroders.com/insights
LISTEN TO MORE:
schroders.com/theinvestordownload
Important information.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
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May 11, 2023
Enron: the anatomy of a scandal in the words of the woman who broke the story
At the turn of the millennium and the dot com bubble burst Enron, from seemingly nowhere, became the biggest corporate fraud in history.
Bethany McLean, the journalist who broke the story after a tip-off from activist short-seller Jim Chanos, joins the pod to discuss how it all unravelled and what we've learned 23 years on.
Remember to download my follow up episode with Juan Torres Rodrigues to find out how an investor puts plans in place to try to avoid making the mistake of investing in companies like Enron.
Also, listen to the other two episodes in our short-selling series:
Muddying the waters: the story of an activist short seller
Everything you ever wanted to know about short selling but were afraid to ask
RUNNING ORDER:
03:23 - Part one: Enron - the smartest guys in the room?
16:16 - Part two: the fine line between visionary and fraudster
31:22 - Part three: the dangers of group thinking
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
Schroders.com/insights
LISTEN TO MORE:
schroders.com/theinvestordownload
Important information.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
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May 4, 2023
Three rules of investing in a recession
Recession is a word that seems to have fallen off the radar of some investors in recent months, having been a hot topic last year. However, it’s back, with inflation stubbornly high and central banks still raising interest rates.
So, Tina Fong, a strategist at Schroders, joins the show to discuss the potential impact of a recession on markets and the three rules investors should consider when investing in a downturn.
RUNNING ORDER:
02:43 - Part one: Rule 1 - safety first but don’t miss the re-rating in the market
11:29 - Part two: Rule 2 - not all equities perform equally in a recession
15:40 - Part three: Rule 3 - don’t forget commodities and this time be mindful of China’s reopening
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
Schroders.com/insights
LISTEN TO MORE:
schroders.com/theinvestordownload
Important information.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
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Apr 27, 2023
How bad is the inflation problem?
Last week UK inflation data spooked markets. Along with inflation numbers in the US and Europe it got investors asking whether or not inflation is becoming embedded.
I spoke with my colleague and Chief Economist Keith Wade about why inflation remains stubbornly high, what more can be done about it and what it likely means for the economy and investors.
RUNNING ORDER:
Part one: 00:57- What is going on with UK inflation?
Part two: 05:45 - Are we seeing inflation expectations splinter?
Part three: 17:15 - How concerned should investor be?
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
Schroders.com/insights
LISTEN TO MORE:
schroders.com/theinvestordownload
Important information.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
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Apr 20, 2023
Everything you ever wanted to know about short selling but were afraid to ask
In the second in our series on short selling we speak to Andrew Dreaneen, Head of Alternatives. We cover the basics of short selling, its pros and cons and why it's not for the feint of heart.
RUNNING ORDER:
01:21 - Part one: What is short selling?
04:23 - Part two: Pros and cons of short selling
09:43 - Part three: How to best use short selling
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
Schroders.com/insights
LISTEN TO MORE:
schroders.com/theinvestordownload
Important information.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
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Apr 13, 2023
What the future of renewable investment might look like
Renewable energy growth has been slowing yet demand is rising and investment is soaring. It a confusing picture for investors. So what exactly is going on? David Boyce, CEO for Schroders Greencoat North America, joins the pod to clear up the state of play in the renewables market, what the challenges are and the key investment themes over the 18 months.
RUNNING ORDER:
00:24 - Part one: clearing up the confusing renewables picture
07:23 - Part two: the challenges and opportunities facing the energy transformation and the major players in it
17:55 - Part three: how renewable investments drive returns
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
Schroders.com/insights
LISTEN TO MORE:
schroders.com/theinvestordownload
Important information.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
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Apr 4, 2023
Could real estate be the next domino to fall in the banking crisis?
What started as a crisis with some small banks in the US has spread to Europe and there are concerns it could spill into the real estate sector.
Fund manager Tom Walker joins the pod to help explain what's going on and whether real estate investors should be concerned.
RUNNING ORDER:
02:00 - Part one: the threat to the real estate sector
09:55 - Part two: how much trouble is the real estate sector in?
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
Schroders.com/insights
LISTEN TO MORE:
schroders.com/theinvestordownload
Important information.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
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Mar 30, 2023
Hunting for ”30 baggers” - how the UK beat the US
Despite some high profile UK firms decamping to the US stock exchange in search of better valuations, historically the UK has produced a far greater share of "30 baggers".
Fund manager Jean Roche and analyst James Goodman join the pod to discuss what a "30 bagger" is, where to find them and what they might have in common.
You can read James's related article on "10 baggers" and "30 baggers" at schroders.com/insights
RUNNING ORDER:
01:19 - Part one: what's a "30 bagger"
05:54 - Part two: how the UK outperformed the US
14:23 - what makes a "30 bagger" and where to find them
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
Schroders.com/insights
LISTEN TO MORE:
schroders.com/theinvestordownload
Important information.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
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Mar 23, 2023
The crisis in democratic capitalism with Martin Wolf
We sit down with Martin Wolf, Chief Economics Commentator at the Financial Times, to discuss "the crisis of democratic capitalism".
We’re discussing the potential fallout from the challenge being presented to democracy and market capitalism by authoritarian alternatives to the former and state-led alternatives to the latter. It’s a fascinating listen with some potentially unsettling consequences but also positive outcomes depending on how it plays out.
The views expressed in the podcast are those of Martin Wolf and not Schroders.
RUNNING ORDER:
01:00 - Part one: The crisis of democratic capitalism
10:33 - Part two: What history tells us about the crisis
19:18 - Part three: East vs west or everyone for themselves?
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
Schroders.com/insights
LISTEN TO MORE:
schroders.com/theinvestordownload
Important information.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
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Mar 16, 2023
Contagion or contained? What the US banking crisis means for investors
Silicon Valley Bank (SVB) was one of three US banks to fail in the past week. It sent shockwaves through financial markets and once again raised questions about the health and stability of the financial sector.
Banking analysts Justin Bisseker and Andre Reichel join the pod to discuss what happened at SVB, how safe the banking sector is and what the outcome might be for investors.
This show was recorded at 3pm UK time on March 14, things may have changed by the time you listen.
RUNNING ORDER:
03:12 - Part one: what happened at SVB?
12:23 - Part two: how safe is the banking sector?
35:40 - Contagion or contained?
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
RE…
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Mar 9, 2023
Muddying the waters: the story of an activist short seller
In the first in a series of shows related to short selling we speak to Carson Block, founder of Muddy Waters Research, an activist fund manager.
Carson takes us through his life to help explain why he's willing to risk his livelihood and reputation to take down fraudulent businesses.
Look out for more on our short selling series in the coming weeks.
This interview was edited down from a longer chat with Carson on our sister podcast The Value Perspective where you can listen to the full interview.
RUNNING ORDER:
02:47 - Part one: Muddying the waters
09:16 - Part two: How activist investing works
15:13 - Part three: Thick skin and iron will: what it takes to be an activist investor
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find u…
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Mar 2, 2023
Why active ownership matters in a warming world
Carol Storey, Climate Engagement Lead, and Jonathan Fletcher, Emerging Market Fund Manager and Head of EM Sustainability Research, explain why investors care about climate transition plans – and how they influence companies over them.
RUNNING ORDER:
02:02 - Part one: Why net zero plans are important and what companies are doing to get there
09:20 - Part two: Engagement in 2023 and current trends
17:29 - Part three: The challenges of the transition and emerging markets
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
Schroders.com/insights
LISTEN TO MORE:
schroders.com/theinvestordownload
Important information.
This information is not an offer, sol…
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Feb 16, 2023
How to bring ghost towns back from the dead
Some of the High Street's biggest names have deserted the UK's town centres over the last few years. It has left a void at the heart of many communities and has been exacerbated by a housing crisis.
Chris Santer and Lydia Merry, fund managers at Schroders Capital, join the pod to discuss the problem facing developers regenerating the UK's town centres and the role private finance can play in helping to solve the issue.
RUNNING ORDER:
04:02 - Part one: a crisis on the high street
09:54 - Part two: who's filling the void?
16:07 - Part three: challenges and opportunities in regeneration
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Feb 9, 2023
The ”regime shift”: what is it and how will it impact us all?
The world we’re living in today is markedly different to the one we lived in three years ago. The pandemic and war in Ukraine has accelerated trends that begun with Brexit and the election of Donald Trump. And an old foe has returned to confront major economies around the world: inflation.
We’re facing a new era; one in which central banks fight inflation, governments are more fiscally active and a new world order challenges globalisation. At the same time, technological innovation is accelerating and the battle against climate change is intensifying.
Schroders’ Global Chief Investment Officer Johanna Kyrklund and economist Azad Zangana join the pod to discuss what we’re calling the “Regime Shift” and what it means for everyone.
RUNNING ORDER:
03:22 - Part one: taming inflation vs growth and active fiscal policy
11:39 - Part two: the new world order
16:43 - Part three: Technology and climate change
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Feb 2, 2023
The challenges facing the electric vehicle industry two centuries in the making
Demand for electric vehicles is soaring but problems ranging from batteries to chips, charging and the cost of cars could see the momentum the industry has built up stall. Sound familiar? That was the story of electric cars 130 years ago and amazingly, the same story today.
Listen to Schroders' team of small cap analysts tell the story of the history of the electric car, the issues the industry faced then, the similarities today and where the opportunities lie for investors.
RUNNING ORDER:
04:17 - Part one: A brief history of the electric vehicle
10:57 - Part two: The challenges facing the industry
20:09 - Part three: The opportunities that lie ahead
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Jan 26, 2023
Is the end nigh for 2% inflation targets?
With central banks still wrestling to get inflation under control we pose the question: is now the time to ditch 2% targets?
Economist George Brown joins the pod to discuss the origins of the 2% target, the pros and cons of doing away with it and the outlook for inflation.
RUNNING ORDER:
00:21 - Part one: why 2%?
03:18 - The pros and cons of getting rid of 2%?
10:32 - The outlook for inflation
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Jan 19, 2023
Global risks for 2023: what we learned and how we’re dealing with them
Just when you thought that things couldn’t get much more fraught than the last two years, the World Economic Forum (WEF) releases their global risks for 2023.
We speak to sustainability specialists Andy Howard and Sarah Woodfield about the risks investors are facing and how they might approach them in their investments.
For more information:
https://www.schroders.com/en/insights/economics/the-most-severe-global-risks-over-two-and-10-years-wef/
RUNNING ORDER:
03:11 - Part one: What are they and how seriously should investors take the WEF global risks report?
09:42 - Part two: A plan for nature and did COP15 deliver?
21:37 - Part three: How investors can mitigate the risks
NEW EPISODES:
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Jan 12, 2023
The problem with biases affecting our central bankers with Edward Chancellor
Happy New Year and welcome back to the Investor Download podcast. We’re kicking off 2023 with historian Edward Chancellor. You may know him as the author of Devil Take the Hindmost: A History of Financial Speculation, written in 1999, two years before the dotcom bubble burst, or as the author of Crunch Time for Credit? written in 2005, right before the global financial crisis. You might be sensing a pattern here. His new book,The Price of time: the real story of interest, is available now.
Our colleagues at The Value Perspective podcast sat down with Edward to discuss his newest book, The Price of Time: The Real Story of Interest. This is just a short excerpt from the full episode available on the The Value Perspective feed.
We'll be back with a brand new show next Thursday at 5pm UK time. Until then, enjoy this conversation between Edward and The Value Perspective's very own Juan Torres Rodriguez.
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Dec 20, 2022
Regime shift, inflation and systemic risk: Outlook 2023
Russia's invasion of Ukraine. Energy crisis. 40-year high inflation. Upheaval in British politics. Crypto catastrophe. Just a few of themes that dominated the economic and investment world this year. But what about 2023?
Johanna Kyrklund, Chief Investment Officer, and Keith Wade, Chief Economist look ahead to the potential themes driving markets and the economy next year.
RUNNING ORDER:
03:26 - Part one: Inflation
11:50 - Part two: Regime shift and systemic risk
22:11 - Sustainability and round-up
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Dec 15, 2022
How central banks are trying to wean investors off decades of support
As the Federal Reserve continues to raise rates to quell inflation, are we seeing an end of an era where policymakers will do "whatever it takes" to save markets and the economy? Adam Farstrup, Head of Multi-Asset Americas, joins the pod to discuss FED policy and the regime shift taking place.
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
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Dec 8, 2022
Will we see a “Paris moment” for nature at COP15?
The dramatic agreement struck at the close of COP 27 has set the platform for policymakers at COP15 to seal the most important deal for nature in history. Whether they can strike that deal remains to be seen.
Catherine Macaulay, a Sustainable Analyst, and Niall Smith, and ESG Data Analyst, join the pod to discuss COP 15, why nature and biodiversity have become such a big agenda item and why it's so important for investors.
Useful links: UN Climate Champions website (external)
RUNNING ORDER:
02:52 - Part one: What is COP15 trying to achieve and what we mean by nature
09:13 - Part two: What is the value of nature
15:30 - Part three: How do investors hold companies to account?
NEW EPISODES:
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Dec 1, 2022
What now for China?
Protests are raging across China against the ruling party and Covid lockdowns. China specialist and resident Jonathan Anderson joins the pod to look at what's going on in China, what next for the economy and how its fortunes might affect the global outlook.
RUNNING ORDER:
00:21 - Part one: The building crisis
04:08 - Part two: Economic troubles
13:38 - Part three: What next for China?
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Nov 29, 2022
What the DOL’s ruling on ESG means for investors
A major ruling by the Department of Labor (DOL) in the US has removed the final ESG (environmental, social and governance) investment barrier, allowing for greater consideration of ESG factors within retirement plans.
Lazaro Tiant, Investment Director for Sustainability at Schroders, joins Ron Insana, Senior Advisor to Schroders and CNBC contributor, to discuss the DOL's ruling and what it means for US and global investors.
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Nov 24, 2022
What the energy grid of the future might look like
We'd all like a cleaner and greener future but the reality is we're going to have to make compromises. War in Ukraine and a rag-tag energy infrastructure means that in the short-term, at least, our energy sources will remain mixed.
Schroders Greencoat's Saad Qais joins Ron Insana, Senior Advisor to Schroders and CNBC contributor, to discuss fuels of the future, where investment is flowing right now and the path to that greener and cleaner future.
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Nov 17, 2022
Are we really on a ”highway to climate hell”?
At COP27 United Nations Secretary General Antonio Guterres said: “Humanity is on a highway to climate hell with its foot on the accelerator.”
But can we get off the "highway to climate hell"? After attending COP27 Maria Teresa Zappia, Deputy CEO of Blue Orchard, sees challenges and opportunities. Listen to Maria Teresa and Schroder Capital's climate specialist Holly Turner give their verdict on COP27 on the latest Investor Download.
RUNNING ORDER:
01:48 - Part one: Will the 1.5C target be abandoned?
11:12 - Part two: Is the climate war turning into a battle between developed and developing markets?
17:06 - Part three: Who will pick up the tab?
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Nov 10, 2022
East bound but not down
Like the rest of world emerging markets have suffered in 2022. Markets have fallen around 17% and concerns remain over China and the knock-on effect effect of soaring US dollar and inflation.
To explain what's gone on and what might happen next Tom Wilson, Head of Emerging Market Equities, joins Ron Insana, Senior Advisor to Schroders and CNBC contributor.
RUNNING ORDER:
00:45 - Part one: The challenges facing emerging markets
05:42 - Part two: The China conundrum
15:33 - Part three: Opportunities in emerging markets
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Nov 3, 2022
Why the outcome of the US midterms matters for markets
The race to control the House and the Senate in the US remains too close to call and the outcome could have a significant impact on markets and the economy.
George Brown, an Economist at Schroders, talks us through why the midterms are so important, what the likely outcome might be and why the matter for investors.
RUNNING ORDER:
01:36 - Part one: Why the midterms are so important
07:38 - Part two: What's the most likely outcome for the midterms?
12:54 - Part three: Why midterms matter for markets
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Nov 1, 2022
COP27: What does it take to be a climate leader?
What do companies need to do to stay ahead of the pack when it comes to climate change? Portfolio managers Simon Webber and Isabella Hervey-Bathurst join the pod discuss everything from net-zero to greenwashing and why being a climate leader will matter to investors.
This is the first in a series of podcasts which we will be releasing during the United Nations Climate Change Conference, otherwise known as COP27. They will drop alongside our usual content.
RUNNING ORDER:
01:09 - Part one: What do we mean by net zero and what must be done?
06:17 - Part two: How to identify a climate leader
12:35 - Part three: What does it mean for investors?
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Oct 27, 2022
Russia special with Jon Anderson
As Russia's assault on Ukraine once again intensifies we speak to Jon Anderson, a former Goldman Sachs and International Monetary Fund economist and China, Russia and emerging markets specialist, about the political and economic situation in Russia, it's place in the world right now and what effect events in the west are having on emerging markets.
RUNNING ORDER:
01:08: Part one - How is Russia's war in Ukraine going?
07:43: Part two - Where is Russia's place in the world right now?
12:12: Part three - how have events in the west affected emerging markets?
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Oct 20, 2022
Megatrends of the future with Dr. Ayesha Khanna
Wow! It has been another astonishing week in UK politics. However, to give everyone respite from all the chaos we have a chat with Dr Ayesha Khanna, co-founder and CEO of Addo and specialist in AI and data. Dr Khanna joins the pod to discuss what future might look like from where and how we live to the metaverse and beyond. I promise it is a fascinating discussion.
We will be back with more on the developments in the UK and elsewhere. But for now, transport yourself to another world somewhere in the not too distant future.
RUNNING ORDER:
00:20 - Part one: Cities of the future
11:48 - Part two: Feeding and fueling a booming population
20:15 - Part three: How do prevent 1984 becoming reality
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Oct 13, 2022
Once burned, twice shy
Adam Farstrup, Head of Multi-Asset, Americas, joins Ron Insana, Senior Advisor to Schroders and CNBC contributor, to discuss the Fed’s fixation on avoiding the mistakes of Arthur Burns, Former Chair of the Fed, as well as market turmoil and whether to turn the risk spigot on or off.
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and…
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Oct 6, 2022
What’s the cure for bond markets’ hangover?
Fixed Income investor Andy Chorlton joins the pod to discuss the events in bond markets over the last week. We'll find out exactly what happened, what effect it might still have on broader markets and where’s left for nervous investors to put their money.
RUNNING ORDER
01:54 - Part one: A week in the life of a bond investor
18:29 - Part two: Should we worry about broader contagion?
22:13 - Part three: Where's safe to invest?
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Sep 29, 2022
What US investors really think of ESG
Whitney Sweeney, Sustainability Investment Director, joins Ron Insana, Senior Advisor to Schroders and CNBC Contributor, the findings of a new survey which illustrates the difference between investors in the US and other parts of the world.
The findings are from Schroders’ Global Investor Study 2022, the bellwether annual survey which highlights trends based on the answers and opinions of more than 23,000 investors in 33 locations. Data was gathered between February and April.
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Sep 28, 2022
Emergency pod: Will the UK’s economic gamble work?
The UK pound has fallen to record lows and the cost of servicing its debt spiralled higher after the government announced a raft of unfunded tax cuts. Markets are volatile. To make sense of what’s happened and what next, we spoke to Azad Zangana, an economist at Schroders.
This podcast was recorded at 2pm UK time on September 27, things may have changed by the time you listen.
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Sep 22, 2022
Why we need to embrace a stronger dollar
A strengthening dollar has exacerbated inflation and it looks set to stay that way. Robbie Boukhoufane, a Fund Manager at Schroders, joins the pod to discuss why the dollar is set to remain strong, it's effect on the global economy and how investors might embrace it.
RUNNING ORDER:
01:26 - Part one: Why is the dollar so strong?
07:42 - Part two: Should we worry about a strong dollar?
12:03 - Part three: What does a stronger dollar mean for investments?
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Sep 8, 2022
Energy crisis special - part three: what does it mean for net zero?
In the final instalment of our energy crisis special Richard Nourse, Founder of Greencoat Capital, and Mark Lacey, Fund Manager at Schroders, discuss what the scramble to secure energy supplies means for the global net zero pledge.
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
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Sep 1, 2022
Can private assets thrive amid market turmoil?
The pressure on public markets in 2022 shows no sign of relenting, leaving investors to ponder where to look for returns.
Tim Boole, Head of Private Equity Product Management at Schroders, and Ron Insana, Senior Advisor to Schroders and CNBC Contributor, discuss why private markets could offer investors a viable alternative.
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Aug 25, 2022
Energy crisis special - part two: energy security
Energy security has become the most pressing issue. The vulnerability of the world's energy supply has been exposed by the war in Ukraine and it has triggered a global scramble to secure fuel supplies ahead of winter.
In part two of our energy crisis special, Mark Lacey, a Fund Manager, and Richard Nourse, Founder of Greencoat Capital, discuss the challenges countries face in guaranteeing energy security now and in the future.
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Aug 18, 2022
Can small caps thrive when the economy stalls?
As the economy falters and rates rise concerns are growing over the profitability of smaller companies. Can they absorb rising costs and will they keep their heads above water?
Bob Kaynor, Head of US Small and Mid Caps, and Ron Insana, Senior Advisor to Schroders and CNBC Contributor, discuss the challenges facing smaller companies and whether they can outshine their large cap peers.
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Aug 11, 2022
Why markets are rallying despite rising rates
Historically rising interest rates have negatively impacted risk assets, particularly stocks. Yet over the last month, equities and other risk assets have performed well. Why?
Lisa Hornby, Head of US Multi-Sector Fixed Income, and Ron Insana, Senior Advisor to Schroders and CNBC Contributor, explain current market dynamics and consider whether investors are interpreting the Federal Reserve accurately.
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Aug 4, 2022
Energy crisis special - part one: tackling the rising cost of energy
There’s a trilemma facing the energy market: the cost of energy, energy security and meeting net zero. The fallout is hitting businesses and consumers hard as the price of commodities and goods soar around the world.
Mark Lacey, a fund manager, and Richard Nourse, Founder of Greencoat Capital, join the pod over three parts to discuss the energy crisis. In the first episode, we reveal the only real viable immediate solution and why renewables won’t ride to the rescue, at least in the short-term.
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Jul 28, 2022
What the new world order and economy of the future look like with Adam Tooze
As war rages in Ukraine, Russia's ties to the West loosen, while it gets closer to the likes of China and Iran. But what effect is that having on the world order? Can the US remain the dominant force, and how is the economy of the future going to look?
Adam Tooze, an historian, economist and author, rejoins the pod for the second part of our discussion on the themes dominating our minds.
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Jul 21, 2022
Why the labor market may drive a strong end to the year
With demand slowing and signs that prices are beginning to fall, eyes are now on workers and their wage demands. Meanwhile central banks have been battling inflation as they aim to revive growth. Johanna Kyrklund, Schroders’ Group Chief Investment Officer, and Ron Insana, Senior Advisor to Schroders and CNBC Contributor, explain the issues facing central banks and why we still could see a rally in markets towards the end of the year.
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Jul 14, 2022
The end of the beginning for crypto?
The global cryptocurrency market has lost two-thirds of its value in just over six months and many are fearing a crypto winter. But how bad might it get and is this the beginning of the end or the end of the beginning for crypto?
Meltem Demirors, Chief Strategy Officer at CoinShares, and Alex Tedder, a Fund Manager at Schroders, debate the severity of the crypto crisis and what it means for the future of crypto currencies.
RUNNING ORDER:
00:23 - Intro
08:08 - The collapse of stable coin
14:05 - Are we heading for a crypto winter?
25:19 - The beginning of the end or end of the beginning for crypto?
Checkout more on bitcoin and blockchain: https://schroders.podbean.com/e/whats-the-value-of-bitcoin/
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Jul 7, 2022
Is a regime change imminent?
After decades of low inflation and pro-growth policies, should investors brace themselves for a sustained period of rising pricing and restricted finance?
Adam Farstrup, Head of Multi-Asset Americas, and Ron Insana, Senior Advisor to Schroders and CNBC Contributor, consider how policymakers may react to chaotic markets and the pace of the economy. They also describe the impact these factors may have on investments.
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Jun 30, 2022
With great empowerment comes great responsibility
Schroders Global Investor Study, which surveyed more than 23,000 investors in 33 locations around the world, found 60% of respondents agreed they feel empowered to influence corporate behaviour.
Sheila Nicoll, Head of Public Policy, and Stuart Podmore, an Investment Propositions Director and Behavioural Finance expert, discuss what it means to be an “empowered investor” and what investors might do with their power?
RUNNING ORDER:
01:30 - Part one: What it means to be an empowered investor
08:41 - Part two: What can investors do with that power?
14:51 - Part three: What can we do to harness the power?
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Jun 23, 2022
What it means to be an active owner
With investors taking more interest in how asset managers like Schroders engage with companies in their funds, we take a look at what it means to be an active owner.
Schroders’ Kimberley Lewis, Head of Active Ownership, and Tim Goodman, Head of Corporate Governance, discuss their approach to driving meaningful change.
RUNNING ORDER:
00:38 - Part one: What does it mean to be an active owner?
04:56 - Part two: How voting decisions get made
08:24 - Part three: Engaging with clients and measuring impact
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Jun 16, 2022
Six issues on everyone’s mind with historian Adam Tooze
From the war in Ukraine to food and energy security to China’s role in the global economy, their outcomes are unknown but their impact on our future are potentially huge.
Historian, economist, author and podcaster Adam Tooze joins the pod to discuss the six most pressing issues on everyone's mind.
SHOW RUNNING ORDER:
01:26 - Part one: War and inflation
11:50 - Part two: Food security and climate change
20:01 - Part three: Populism and China
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Jun 9, 2022
The big keep getting bigger - so what next for private equity investors?
Christiaan Van Der Kam, Head of Secondary Investments Private equity at Schroders and Ron Insana, Senior Advisor to Schroders and CNBC Contributor, discuss the challenges and opportunities for private equity investors as market conditions begin to tighten.
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Jun 2, 2022
Like landing a plane in a crosswind
Despite the many issues seemingly outside their control, policymakers have been charged with trying to guide the global economy through a violent storm.
Andy Chorlton, Head of Fixed Income, and Ron Insana, Senior Advisor to Schroders and CNBC Contributor, discuss everything that’s on the central bankers’ plates, from interest rates to the housing market and what the likelihood is that they can achieve a soft landing.
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May 26, 2022
Are we heading for recession?
There's plenty of reasons why investors might fear a recession: prices are rising, central banks are raising interest rates, the economy is slowing and the war in Ukraine and Covid continue to cause supply constraints.
So in this show, Chief Economist Keith Wade tells us what he thinks the probability of a recession will be. We also talk about the downturn in financial markets, what they're pricing in and whether investors are prepared for a recession.
RUNNING ORDER:
03:29 - Part 1: The squeeze on living standards and the misery index
11:11 - Part 2 Are central bankers behind the curve and how markets are responding
20:27 - Part 3: Are we heading for recession and are investors prepared?
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May 19, 2022
The off-market investment revolution and what it means for public markets
Private asset investing has a rich history stretching over a century. It has been lauded by professionals but until recently largely out of reach for most other investors. However, things are changing, and the UK government has become the latest to encourage investors to put more of their money into private asset, or off-market, enterprises to help boost the economy.
Product manager Tim Boole and analyst Uzo Ekwue join the pod to discuss tho pros and cons on private asset investment and how it might shape the future of public/private investment.
Episode 112: What did private equity fund managers do during lockdown?
RUNNING ORDER:
08:12 - Part one: Growing demand for private assets
13:43 - Part two: what might happen to public markets?
17:03 - Part three: What the future holds
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May 12, 2022
Can commodity producers relieve inflation?
The world is facing a cost of living crisis in the wake of soaring commodity prices and supply constraints. James Luke, Fund Manager at Schroders, believes commodity producers are unlikely to ride to the rescue anytime soon. James joins Ron Insana, Senior Advisor to Schroders and CNBC Contributor, to explain where we are in the commodity cycle, China's role in the inflation crisis and why central banks are embarking on "one of the riskiest hiking cycles we've ever lived through.”
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May 5, 2022
Vote now, your investments need YOU
More of us than ever before are now owners of shares in companies whether we realise it or not. Yet few of us are aware of our rights as shareholders.
In this episode, Merryn Somerset Webb, a journalist and author, talks about share power and how investors can change the way that capitalism works - and make money.
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Apr 29, 2022
Cautious on market direction?
In this edition of the US Lens, Ron Insana, Senior Advisor to Schroders and CNBC Contributor, consults Johanna Kyrklund, Group CIO, on the state of equities given issues such as inflation, rate hikes in the US and the Ukraine/Russia conflict. She projects where the global economy and global financial markets may go from here. Are we entering a correctional bear market? Did someone say “stagflation?” Tune in to gain Johanna’s insights.
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Apr 21, 2022
The future of crypto and digital assets, with Meltem Demirors of CoinShares
Meltem Demirors is Chief Strategy Officer of CoinShares, among many other roles, and is a big proponent of crypto currencies and digital assets.
In this show we discuss the state of the crypto currency market, the role crypto currencies might play in the future and where investors should be looking when investing in digital assets.
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Apr 14, 2022
Asia Pacific real estate: is it time to invest?
During this week’s Investor Download podcast, Andrew Haskins, Head of Strategy and Investor Advisory, Real Estate, Asia Pacific, joins Ron Insana, Senior Advisor to Schroders and CNBC Contributor. During the 20-minute podcast, they elaborate on factors impacting the Asia Pacific real estate market: continued urbanization, the emergence of megacities, leadership in technology and the “silver” economy. They also highlight potential investment opportunities.
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Apr 12, 2022
”If they make a mistake, they will solve inflation... with a recession”
Central banks are raising interest rates to combat rising inflation, but their margin for error is getting smaller.
Ron Insana, Senior Adviser to Schroders and CNBC contributor, and David Knutson, Head of Fixed Income Product Management, US, discuss whether central banks are using the right tool to control inflation and the potential outcome for investors.
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Apr 7, 2022
Financial Inclusion and the potential of private markets
This week, Blue Orchard’s Felix Hermes joins Ron Insana, Senior Advisor to Schroders and CNBC contributor. Felix describes the potential of private markets to increase financial inclusion and thus quality of life in emerging and frontier markets. He also explains the ways his firm invests in EM infrastructure to improve economic development, social progress and climate mitigation.
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Apr 5, 2022
Which assets perform best (and worst) during stagflation?
Russia’s invasion of Ukraine, which is having devastating human consequences, has increased the risk of a stagflationy environment - but how should investors prepare for this possible scenario?
Sean Markowicz, a Strategist at Schroders, reveals which asset classes are likely to outperform if it comes to pass.
RUNNING ORDER:
01:08 - Part one: The assets that offer you protection
09:44- Part two: How assets have performed since the outbreak of war in Ukraine
14:35 - Part three: Is there anywhere to hide for stock market investors?
NEW EPISODES:
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Mar 31, 2022
Lessons from history: how we beat inflation in the 1970s - now can we do it again?
War raging, the world order being challenged, huge amounts of government spending, an energy crisis and inflation spiralling out of control. No, we're not talking about 2022, we're talking about the 1970s.
The events of the 70s and the devastating social and economic fallout are being compared to what might happen now, but is it relevant?
In this show, Keith Wade, Schroders Chief Economist, takes us through the events of a tumultuous decade. From the bad decisions that led to a brutal recession, to how it shapes economic theory decades later, and, ultimately, if it still matters in 2022.
RUNNING ORDER:
01:22 - Part one: The coming storm
12:23 - Part two: How inflation was tamed
16:41 - Part three: Lessons learned from the 1970s and are they relevant now
MUSIC
Track called Order by ComaStudio from Pixabay
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Mar 29, 2022
Five ways Russia’s invasion of Ukraine might end with Pulizer Prize winner Anne Applebaum
As Russia’s invasion of Ukraine enters its second month the humanitarian and economic crisis is mounting. The death toll is profound.
But given this war was supposed to be over in days and with no end in sight I sat down with Anne Applebaum, Pulitzer Prize winning historian, journalist and commentator on geo-politics, to discuss the potential outcomes of Russia's invasion of Ukraine.
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Mar 24, 2022
ESG in the US – why it’s time for US investors to wake up
During this week’s Investor Download, Marina Severinovsky, Head of Sustainability, North America, and Ron Insana, Senior Advisor to Schroders and CNBC contributor, discuss the energy crisis facing the western world in the wake of Russia's invasion of Ukraine.
Marina also highlights the importance of the “S” in ESG and why investors need to wake up to the broader implications of sustainable investing.
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Mar 22, 2022
Sanctions or the Fed: what’s driving demand for gold and is it sustainable?
The gold price approached all time highs $2050 an ounce just after the Russian invasion of Ukraine. Since then it has fall back to around $1,930, a range it’s been in since the early days of the pandemic.
Because events around the world are moving so fast and policy makers are beginning to take steps to combat inflation, we thought it would be a good idea to touch base again with fund manager and commodities specialist James Luke, to find out what exactly is going on.
Running order:
02;00 - Part one: The Russian sanctions boosting gold demand
08:36 - Part two: Ukraine crisis vs Fed interest rate hikes: what's driving demand for gold?
18:09 - Part three: Gold equities and the potential for negative shocks
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Mar 17, 2022
Should we question the Fed’s outlook?
Lisa Hornby, Head of US Multi-Sector Fixed Income at Schroders, thinks the Fed’s outlook is “very, very optimistic”.
The US central bank, the Federal Reserve (Fed), has laid out an aggressive plan for interest rate rises before the end of the year. At the same time they expect inflation to fall to 4% from over 7% by the end of 2022, and growth to remain well above 2%.
Lisa joins Ron Insana, Senior Advisor to Schroders and CNBC contributor, to discuss the Fed’s announcement and what it means for investors and the economy.
NEW EPISODES:
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Mar 10, 2022
Should you always believe in gold?
Until Russia's invasion of Ukraine the gold price had gone nowhere since the start of the pandemic, despite the threat of inflation and slowing growth. It was weighing heavily on gold producers too.
James Luke, Fund Manager, and Chris Lewis, Investment Director at Cazenove Capital, join the pod to discuss what's been the problem for gold, does it still play a role in an investment portfolio, and what next for gold equities?
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Mar 3, 2022
Is the metaverse altering the reality for investors?
The last month has been an historic one for the gaming industry following a flurry of deals topped off by Microsoft's $70 billion bid for Activision Blizzard.
The companies involved are placing huge bets on the future of gaming and perhaps society.
Fund manager Luke Bierman and analysts David Speyer and Paddy Flood join the pod to discuss what the deals might means for gamers, the metaverse and ultimately investors.
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Mar 2, 2022
The impact of sanctions and what might happen if Russia turns off the taps
Given the fast moving situation there we will try to provide, where we can, more regular updates on what is a humanitarian disaster and what may turn into an economic crisis and perhaps even worse.
In this episode Duncan Lamont, Head of Strategic Research, speaks with Keith Wade, Schroders’ Chief Economist, on the potential impact of western allies’ Sanctions on Russia.
Just to note, this podcast was recorded at 12pm GMT on March 1st , things may have changed by the time you listen.
These updates will be in addition to our usual programming, so there will be a podcast as normal on Thursday March 3rd.
Needless to say our thoughts are with everyone involved in the crisis in Ukraine.
RUNNING ORDER:
01:25 - Sanctions
04:50 - Inflation
07:00 - Domesday scenario
09:19 - Interest rate outlook
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Feb 24, 2022
What next for Russia, Ukraine and the west?
Citing historical grievances, intimidation by Ukraine and the threat from the West with the expansion of NATO, the North Atlantic Treaty Alliance, Russia’s President Vladimir Putin has ordered an invasion of Ukraine.
A conflict will cause a terrible humanitarian and economic crisis. So, In this show fund manager Dorian Carrell and Economist David Rees discuss the escalation in tensions between Russia and the west and what it might mean for the global economy and financial markets.
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Feb 17, 2022
Is sustainable investing a benefit or cost?
When investors talk about sustainable investing they tend to speak in terms of equities but it also plays a crucial role in debt markets. But does it come at a cost?
In this show David Knutson, Head of US Fixed Income Product Management, chats to Ron Insana, Senior Advisor to Schroders and CNBC contributor, about the challenges investors face integrating sustainable principles into their investments and how it works in debt markets.
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Feb 16, 2022
Meta-reverse, ”Big Tech” tantrum or the end of an era?
Meta, formally FaceBook, suffered historic losses after its results last week. The news hit the broader sector too as big tech's bumpy start to 2022 continues.
Fund managers Alex Tedder and Frank Thormann join the pod to discuss the fallout from Meta's results, what it means for big tech and how investors might navigate the tricky start to 2022.
Running order:
04:07 - Part one: Meta-reverse or has it just stalled
11:00 - Part two: Big Tech tantrum or bigger problems ahead?
14:40 - Part three: The end of an era or a short term blip
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Feb 3, 2022
Finding the next generation of mega cap firms
Nils Rode has built a career searching for the next multi-billion dollar companies in places where few other investors are looking to find them.
In this show Nils, who is Chief Investment Officer at Schroders Capital, chats to Ron Insana, Senior Advisor to Schroders and CNBC contributor, about what it means to be a private investor and where he's looking for the next mega cap companies.
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Jan 27, 2022
What a waste: why Tony Soprano was ahead of the curve
Fictional mob boss Tony Soprano claimed to be in the waste management business. But 20 years ago, when the Sopranos was the biggest hit (no pun intended) on television, waste management wasn't cool.
Now that's all changed and the industry is evolving as it faces stricter controls and fewer options when it comes to dealing with waste.
In this show Sam Thomas, a Sustainable Investment Analyst at Schroders, discusses why dealing with waste is actually a 2,500 year old problem. We look at how tech is transforming the industry, the investment opportunities that provides and ultimately why Tony Soprano was ahead of the curve.
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Jan 20, 2022
”I’m not falling for that one again”
After a strong start to 2022 for so-called value (cheap) stocks, fund manager Nick Kirrage, Co-Head of the Global Value Team, explains why he's not yet getting carried away with the value trade just yet.
Nick chats to Ron Insana, Senior Advisor to Schroders and CNBC contributor, about value opportunities in Britain, Japan and China and why Europe has had such a strong start to 2022.
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Jan 13, 2022
The crisis even Elon Musk can‘t afford to solve
It's estimated it will cost $30 trillion dollars to solve the world's food and water crisis, a sum out of reach even for Elon Musk.
Fund managers Felix Odey and Mark Lacey join the pod to talk about the crisis enveloping the globe and the role investors will play in helping to solve it.
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Jan 6, 2022
Why 2022 could be the year of investors sleeping nervously
Ron Insana, Senior Advisor to Schroders and CNBC contributor, and Adam Farstrup, Head of Multi-Asset Americas, discuss the issues that could keep investors awake at night.
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Important information. This podcast is for investment professionals only.
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Dec 21, 2021
Outlook 2022:Things will never be the same again
A resurgent virus, persistent inflation and a minefield for investors to navigate - Johanna Kyrklund, Chief Investment Officer, and Keith Wade, Chief Economist, provide their investment and economic outlook for 2022.
RUNNING ORDER:
02:31 - Part one: Inflation and Omicron
10:58 - Part two: Economic outlook 2022
19:19 - Part three: Markets outlook 2022
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Dec 16, 2021
What does the radical change in interest rate policy mean for markets?
Despite the threat of Omicron, central bankers in the UK and the US have moved to tighten monetary policy, echoing other central banks around the globe.
Ron Insana, Senior Advisor to Schroders and CNBC contributor, and Jon MacKay, Market Strategist at Schroders North America, discuss what the change in rate policies mean for markets and the outlook for 2022.
Just a note, a full outlook 2022 show with Chief Economist Keith Wade and Chief Investment officer Johanna Kyrklund will be available from 1700 on Tuesday December 21.
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Dec 9, 2021
The three red line policy
China has implemented legislation such as the "three red line policy" in an attempt to stabilise the housing market and level up the economy. However, the real estate market remains in turmoil and developers such as Evergrande are still on the brink of bankruptcy.
Jun Qian, a Private Equity Fund Manger, and Kelvin Wong, a Real Estate Fund Manager, join Ron Insana, Senior Advisor to Schroders and CNBC contributor, to discuss the situation in China and the outlook for real estate.
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Dec 2, 2021
The Value Perspective with Wayne Barnes
With the Lions in the thick of their South Africa tour, we're delighted to have professional rugby referee, Wayne Barnes, join us on The Value Perspective with Andy Evans, Ben Arnold and Paul Griffin. We discuss how Wayne and his team prepare for matches, the unique pressure of making decisions in a very public setting and how his training as a barrister has helped him be a better referee.
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Nov 30, 2021
Bonus episode: Omicron and the markets special
Johanna Kyrklund, Schroders' Chief Investment Officer, discusses the impact of the Omicron Covid variant on markets.
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The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Important information.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or us…
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Nov 25, 2021
Putting a price on pollution
The European Union is attempting to put a price on pollution. Where you stand as a company and country will decide how much it will cost you.
Holly Turner, a Sustainable Analyst as Schroders, dissect the EU's "Fit for 55" plan, while Nicholette Macdonald-Brown discusses it's implications from companies and investments.
Running order:
00:39 - Part one: How Europe is leading global economic transformation
07:50 - Part two: Dissecting "Fit for 55"
17:42 - Part three: What could it mean for my investments?
NEW EPISODES:
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Nov 18, 2021
The taxing problem facing smaller companies
From inflation to supply chains and interest rates to rising taxes, smaller companies face a challenging outlook. Ron Insana, Senior Advisor to Schroders and CNBC contributor, and Bob Kaynor, Head of US Small & Mid Cap Equities, discuss how current economic issues might impact smaller businesses in the future.
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Important information. This podcast is for investment professionals only.
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Nov 11, 2021
Good cop, bad COP
There’s been a lot of rhetoric over the last two weeks of COP26 and a myriad of deals and commitments, far too many for us. So, we've picked on four specific areas that matter most to investors: emissions targets, policy implementation, climate finance and natural capital.
Alex Monk, a Portfolio Manager Schroders and Holly Turner and Catherine Macaulay, Sustainable analysts at Schroders join the pod to discuss the good and the bad of COP26.
This show was recorded on November 11, 2021 just prior to the conclusion of COP26.
RUNNING ORDER:
PART ONE: 03:03 - The good and the bad of emission targets and policy implementation
PART TWO: 18:34 - The good and the bad of climate finance and natural capital
PART THREE: 39:49 - The good and the bad of COP26
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Nov 4, 2021
The dirty “D” word and the path to net zero
The UK is hosting the 26th UN Climate Change Conference of the Parties (COP26). World leaders are warning that this is the last chance to avoid a climate disaster. Ron Insana, Senior Advisor to Schroders and CNBC contributor, Lesley-Ann Morgan, Head of Multi-Asset Strategy, and Sarah Bratton Hughes, Head of Global Sustainability Solutions discuss the latest developments at COP26 and what we need to do to achieve ambitious climate targets.
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Oct 28, 2021
The “stag” party everyone wants to avoid
Rising prices is causing shockwaves through the global economy. It also has the potential to start a party to which no one wants an invite: stagflation.
In this show economist Keith Wade takes us back to the 1970s to tell the story of stagflation and the serious issues it can cause the economy and investors. Meanwhile strategist Sean Markowicz reveals the assets that perform best, and worst, during periods of stagflation.
Running order:
00:41 - Part one: The conditions that are ripe for stagflation
11:21 - Part two: How economic cycles affect investment returns
17:03 - Part three: What might investors do if stagflation strikes?
NEW EPISODES:
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Oct 22, 2021
Are we facing another lost decade in Latin America ?
On this week’s episode of the US Lens, Ron Insana, Senior Advisor to Schroders and CNBC contributor and Fernando Grisales, Portfolio Manager, discuss how COVID-19 has affected Latin America and the opportunities that are now rising after decades of economic struggle.
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Important information. This podcast is for investment professionals only.
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Oct 14, 2021
Don‘t worry, be happy
Should investors consider happiness rather than gross domestic product (GDP)? Piya Sachdeva, an economist at Schroders, chats to the pod about the shift to whether we should pursue wellbeing rather than GDP growth is underway.
Figuring out what makes society happy helps us identify the risks to the global economy from the S in ESG (Environmental, Social and Governance).
RUNNING ORDER:
03:29 Part one: What's wrong with GDP?
09:39 Part two: Relationship between GDP and wellbeing
14:49 Part three: What does this mean for investors?
NEW EPISODES:
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Oct 8, 2021
Will Wall Street see a taper tantrum by the end of the year?
Will Wall Street see a taper tantrum by the end of the year?
During this week’s podcast, Ron Insana, Senior Advisor to Schroders and Lisa Hornby, Head of US Multi-Sector Fixed income discuss Interest rates Inflation, unemployment, the Fed and the economy. Ron and Lisa also give their thoughts on the opportunities in the Fixed Income market given our current environment.
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The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Important information. This podcast is for investment professionals only.
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Sep 30, 2021
The $6 trillion question: should investors care about cybersecurity?
Cybercrime is set to cost businesses $6trillion in 2021 and $10.5 trillion by 2025, so why aren't investors taking it more seriously.
Three experts join the pod: Rob Hyde, Chief Information Security Officer for Schroders, Enrico Facciolli, CEO and Founder of Seedata, and Samuel Thomas, Sustainable Analyst at Schroders.
They discuss the threats facing businesses, the step being taking to ward off attacks and why investors should take cyber threats seriously.
Show notes:
07:30: Part one: The war on cyber terror
11:49: Part two: Taking on the criminals
19:03: Part three: The cyber threat facing investors
NEW EPISODES:
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Sep 23, 2021
The Value Perspective talks to Tom Slater
Slight change from our usual programming this week. We’re going to hear from our friends at the value perspective, part of the Schroders podcast network.
In their podcast they talk to people from all walks of life to understand how they make decisions in uncertain circumstances. It’s not just people in finance, they’ve talked to gamblers, army officers, explorers and rugby referees. I recommend you check it out.
This week, however, they do talk someone from the world of finance. Tom Slater is Head of US Equities and a decision maker for the Long Term Global Growth Strategy at Baillie Gifford.
But here’s the kicker, while the value team focuses on value investing Tom takes a very different approach to decision making. His team focuses on high growth companies both in listed equity markets and in private companies.
Nick Kirrage and Vera German are your hosts for this episode which explores the fundamental differences between the growth and value styles, but also some surprisi…
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Sep 16, 2021
Covid update: Nearing ”normal” but be careful at the bar
Ron Insana, Senior Adviser to Schroders and CNBC contributor, is joined by Mark Ainsworth, Head of Data Insights & Analytics.
They discuss the post labor day recovery in the US in the face of a surge in Covid infections, why we're still on the path to "normal" and a cautionary tale for people ordering their drinks at the bar.
Episode 112: What did private equity fund managers do during lockdown?
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Sep 9, 2021
”Walking the tightrope over a pit of lava”
Ron Insana, Senior Adviser to Schroders and CNBC contributor, is joined by Adam Farstrup, Head of Multi-Asset, Americas. They discuss how the Federal Reserve and investors might navigate uneven global growth, rising inflation and expensive stock markets.
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Sep 2, 2021
Who wants to be billionaire?
Ron Insana, Senior Adviser to Schroders and CNBC contributor, is joined by Asian Equities Fund Manager Robin Parbrook. They discuss whether the worst is yet to come in terms of stock market falls as the fallout of China's crackdown on tech and the super-rich continues.
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Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided with…
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Aug 26, 2021
What did private equity managers do during the pandemic?
It's been a record breaking year for private equity investors, raising trillions and spending billions of dollars. But few outside the world of private equity know what goes on.
Paul Lamacraft, a Senior Investment Director for Private Equity at Schroder Adveq joins the pod.
Paul sheds light on the role private equity investors play, how it’s opening up to retail investors and why he feels the status it’s garnered as the bad boy of investing has been unfair.
RUNNING ORDER:
00:44 Part 1: A short history of private equity
05:43 Part 2: The role of private equity in markets
14:02 Part 3: Private equity for the masses
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Aug 19, 2021
A "code red for humanity" but is it a green light for investors?
The IPCC report was damning in its outlook for global climate unless we do something drastic to avoid an environmental disaster.
Fund manager Mark Lacey joins the pod to discuss the "shocking" findings in the report, what he thinks might change as a result and the huge investment opportunity it presents.
RUNNING ORDER:
04:07 Part 1: What’s so different about the IPCC report?
14:16 Part 2: The key takeaways and what will change?
24:20 Part 3: A code red for humanity but a green light for investors?
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
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Aug 12, 2021
Is this the end of the reflation trade?
Ron Insana, Senior Adviser to Schroders and CNBC contributor, and Marina Severinovsky, Investment Director, US QEP Product Manager, discuss whether we are nearing the end of the reflation trade and the opportunities up and down the cap scale.
NEW EPISODES:
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Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any k…
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Aug 5, 2021
The inescapable truths investors need to face up to
There are economic and disruptive forces that are set to define the economy and markets over the next decade. Investors need to face up to them. They are the "inescapable truths".
Chief Economist Keith Wade and Chief Investment Officer Johanna Kyrklund join the pod. They discuss the truths and what investors might do if they are to achieve their expected future returns.
RUNNING ORDER:
00:37 Part 1: The inescapable truths
07:01 Part 2: How the pandemic has accelerated the truths
13:24 Part 3: How the truths will affect investors desire for higher returns
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
Schroders.com/insights
LISTEN TO MORE:
schroders.…
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