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Financial markets and the economy explained with a little help from the people inside Schroders.
Episodes
7 days ago
7 days ago
This pod is an interview with a CEO doing wonders with his company and its share price, which has beaten the S&P 500 total return, since he took over.
He's done this all whole the company has been fending of both big gorillas and young upstarts in a fragmented market place. Who's the CEO? What is the company? And how has he done it? Listen to find out.
Fund mangers Jean Roche and James Goodman host this pod, the latest in the mid 250 podcast series. You can find links to the other pods below.
Other mid 250 pods:
Episode 1: Hunting 30-baggers
Episode 2: What's the secret sauce for this sausage maker
Episode 3: The secret life of Pets at Home CEO
Episode 4: This CEO is redefining a business and engineering a 15-bagger
Episode 5: The company that beat its benchmark by 50% over five years
RUNNING ORDER:
01:00 - Part one: the origins of Dunelm and surviving a pandemic
14:57 - Part two: sure-footed and well-armed, rather than try fast, fail fast
28:37 - Part three: the secrets of success and what the future holds
NEW EPISODES:
The Investor Download is available every other 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 reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Thursday Nov 28, 2024
Thursday Nov 28, 2024
Raghuram Rajan is an economist, a former central banker and he is credited with predicting the 2008 financial crisis. He also wrote a book about it called Fault Lines: How Hidden Fractures Still Threaten the World Economy. The book won the FT Business Book of the Year award in 2010.
And those fault lines that Rajan wrote about 15 years ago, some of them are still coursing through our economy and markets.
On this show, we discuss what those fault lines were, which ones still exist and if new fault lines have opened up.
The shortlist for the 2024 edition of the FT and Schroders Business Book of the Year has already been announced. The winner will be revealed on December 9. To find out more visit ft.com/bookaward.
RUNNING ORDER:
01:20 - Part one: predicting a financial crisis
07:12 - Part two: the fault lines threatening our economy
14:17 - Part three: what can policymakers do?
NEW EPISODES:
The Investor Download is available every other 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 reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Thursday Nov 14, 2024
Thursday Nov 14, 2024
"Not another election pod," I hear you cry. Don't worry, we don't dwell on the ins and outs of the result. This pod is purely about what the outcome means for investors.
Listen to Adam Farstrup, Head of Multi-Asset for the Americas, and George Brown, Global Economist, give their verdict on what investors should expect.
RUNNING ORDER:
01:07 - Part one: the investor's verdict on the Trump win
05:49 - Part two: how it will affect the global economy
NEW EPISODES:
The Investor Download is available every other 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 reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Thursday Oct 31, 2024
Thursday Oct 31, 2024
The increasingly complex demands of a global population that is growing older, richer and sicker is driving rising demand for healthcare services.
Yet the biotech sector, which includes companies that could provide many of the solutions to the problems being created by ageing populations, has been languishing.
In this show, I’m joined by fund managers Ailsa Craig and Marek Poszepczynski . We look at why the biotech sector has been struggling and the trends that could revive the ailing sector.
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 reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Thursday Oct 17, 2024
Thursday Oct 17, 2024
Janesville, in Winsocsin, was once the epitome of the American Dream. But everything changed following the global financial crisis when General Motors, the business that provided the town with most of its wealth, shut its plant.
On today’s show we have Amy Goldstein, the award winning author of the FT Business book of the year, Janesville.
Amy spent 36 years as a journalist at The Washington Post writing widely about social issues. Among her awards, she shared the 2002 Pulitzer Prize for national reporting. She now works for the Brookings think tank.
Amy joined me to discuss the story of Janesville, a town built on the back on one industry, one company. And what happens to the town and the people of that town when the heart of its economy is ripped out.
And it’s not just about a small town in Wisconsin, this is a larger story of the hollowing out of the middle class and businesses responsibilities to the communities they serve.
RUNNING ORDER:
01:17 - Part one: The story of Janesville
14:00 - Part two: The fallout
20:22 - Part three: what makes an award-winning book
NEW EPISODES:
The Investor Download is available every other 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 reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Thursday Oct 03, 2024
Thursday Oct 03, 2024
Despite the flip-flopping of some governments and companies on their net zero ambitions, the world is on the road to decarbonisation.
That means investors are having to make decisions too.
In this show, we speak with Simon Webber, Head of Global Equities at Schroders, and Ben Popatlal, Multi-Asset Analyst at Schroders, about the challenge of decarbonising their investments and how to create a decarbonisation strategy.
RUNNING ORDER:
00:53 - Part one: the road to decarbonisation
08:30 - Part two: the strategies that could help investors decarbonise
NEW EPISODES:
The Investor Download is available every other 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 reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Thursday Sep 19, 2024
Thursday Sep 19, 2024
From tariffs to trade Wars to the Chips Act, the battle for technology is only just heating up. Nearly seven decades in the making, we're only just entering act two.
Chris Miller, author of Chip War - the 2022 FT Business Book of the Year winner - joins the pod to discuss what the next phase of the chip war looks like and what effect it might have.
RUNNING ORDER:
01:10 - Part one: a short history of the chip war
05:30 - Part two: the impact of the chip war
08:58 - Part three: the next phase
NEW EPISODES:
The Investor Download is available every other 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 reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Thursday Sep 05, 2024
Thursday Sep 05, 2024
Looking to secure your financial future and navigate the complexities of the financial world with confidence? 🌟
Robert Starkey, Portfolio Manager, joins us to dive into the intricacies of the carry trade and explore how adopting a solutions mindset can revolutionise your approach to risk management. Embrace the journey from hard work to smart planning with a toolbox designed for success. 🛠️
Learn why it's crucial to avoid the pitfalls of chasing high returns without considering the risks, and discover the importance of adapting to ever-changing environments with confidence. 💡 Trust the process, expand your toolbox, and let's manage risks together.
Don't let uncertainty shake you - adapt to the environment and let's navigate these financial waters together. Ready to take the next step? Let's chat about creating a financial plan that grows with you. #Finance #RiskManagement #AdaptAndOvercome #FinancialFreedom #SmartInvesting #TrustTheProcess
RUNNING ORDER:
01:02 - Part one: Deconstructing decumulation
07:45 - How to approach decumulation in retirement
13:48 - Top three tips for retirement
NEW EPISODES:
The Investor Download is available every other 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 reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Thursday Aug 22, 2024
Thursday Aug 22, 2024
In late July the Federal Reserve decided against lowering interest rates despite signals that the economy was cooling.
Their inaction heightened concerns Mohamed El-Erian, an economist and an investor, has had about the Fed and central bankers for nearly two decades.
In this show, El-Erian highlights the problems he recognised in the financial system back in 2007 and why they're still haunting decision making now.
El-Erian is the award-winning author of When Markets Collide. It won the FT Business Book of the Year in 2008. Go to ft.com/bookaward to find out all the latest news, including the 2024 longlist.
RUNNING ORDER:
01:31 - Part 1: When markets collide.
05:26 - Part 2: The shock. The mistake. The fallout.
08:41 - Part 3: the trouble with the fed.
NEW EPISODES:
The Investor Download is available every other 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 reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Thursday Aug 08, 2024
Thursday Aug 08, 2024
Jonathan Horn is a theoretical physicist, a former managing director of JP Morgan, and now he’s on mission to transform the controversial world of carbon offsetting with his firm Treefera.
In this show, we look at the challenges facing companies trying to offset and reduce their carbon footprint, and how AI and machine learning is helping solve those issues.
RUNNING ORDER:
02:23 - Part one: the problem with carbon markets
09:25 - Part two: how companies like Treefera are tackling the crisis
15:20 - Part three: the future state of the carbon market
NEW EPISODES:
The Investor Download is available every other 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 reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.