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Episodes
Financial markets and the economy explained with a little help from the people inside Schroders.
Episodes
Thursday Jun 03, 2021
Thursday Jun 03, 2021
Strategist Nick Field, Economist David Rees and Head of Investments Asia for Schroders Adveq, Parameswar Viswanathan, discuss the rise of Asia and why it could dominate this century for investors.
RUNNING ORDER:
04:20 Part 1: The rise of Asia from the ashes of economic crisis
11:25 Part 2: The 4 'Ms' driving the Asian machine
15:37 Part 3: Where investors should be looking when investing in Asia
NEW EPISODES:
The Investor Download is available every Thursday and every other Monday. Thursdays will be our usual deep dive into the themes driving markets and the economy. On Mondays, you can listen to a short snapshot from the US.
Both podcasts will be released around 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 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 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.
Thursday May 27, 2021
Thursday May 27, 2021
Tom Walker, Co-Head Global Real Estate, chats to the pod about why the real estate sector could be facing an emissions scandal similar to the one that engulfed the car industry.
RUNNING ORDER:
05:12 Part 1: The emissions scandal facing the real estate sector
11:16 Part 2: Can the real sector avoid sleepwalking into a disaster?
17:41 Part 3: Global cities in a post-Covid world
NEW EPISODES:
The Investor Download is available every Thursday and every other Monday. Thursdays will be our usual deep dive into the themes driving markets and the economy. On Mondays, you can listen to a short snapshot from the US.
Both podcasts will be released around 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 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 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.
Thursday May 20, 2021
Thursday May 20, 2021
The market has been stuck in an irrational trend for more than a decade, but now some out-of-fashion stocks have suddenly become more fashionable.
Sean Markowicz, a strategist, and fund managers Simon Addler and Liam Nunn join the pod to discuss a reversal of fortune for so-called value investing and whether it's here to stay.
RUNNING ORDER:
04:31 Part 1: Reversal of fortunes - the out of fashion trend that's just become fashionable
15:42 Part 2: Why not so mysterious? the factors driving the great rotation
27:06 Part 3: To stay or not stay? How long will the rotation last?
NEW EPISODES:
The Investor Download is available every Thursday and every other Monday. Thursdays will be our usual deep dive into the themes driving markets and the economy. On Mondays, you can listen to a short snapshot from the US.
Both podcasts will be released around 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 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 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.
Tuesday May 18, 2021
Tuesday May 18, 2021
Ron Insana, Senior Adviser to Schroders and CNBC contributor, is joined by Johanna Kyrklund, Group Chief Investment Officer and Global Head of Multi-Asset Investments at Schroders. They discuss the market outlook and what might trigger the end to the current bull market in everything.
NEW EPISODES:
The Investor Download is available every Thursday and every other Monday. Thursdays will be our usual deep dive into the themes driving markets and the economy. On Mondays, you can listen to a short snapshot from the US.
Both podcasts will be released around 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 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 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.
Thursday May 13, 2021
Thursday May 13, 2021
If you've ever been frustrated trying to figure out how to value investments then this podcast could be for you.
It’s with Aswath Damodaran. He’s Professor of Finance at the Stern School of Business at New York University, where he teaches corporate finance and equity valuation.
He’s a great orator and has fascinating insights into all manor of subjects from valuing tesla to the probability of Brazil winning the football world cup.
NEW EPISODES:
The Investor Download is available every Thursday and every other Monday. Thursdays will be our usual deep dive into the themes driving markets and the economy. On Mondays, you can listen to a short snapshot from the US.
Both podcasts will be released around 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 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 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.
Thursday May 06, 2021
Thursday May 06, 2021
Joe Biden's historically huge spending proposals and his tax plans to pay for it could have massive implications for investors and markets.
Ron Insana, Senior Adviser to Schroders and CNBC contributor, speaks to Jon Mackay, Head of US sales, Wealth Management Solutions about the potential impact.
NEW EPISODES:
The Investor Download is available twice weekly. On Mondays, you can listen to a short 10 minute preview of the week ahead. Thursdays will be our usual deep dive into the themes driving markets and the economy.
Both podcasts will be released around 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 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 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.
Thursday Apr 29, 2021
Thursday Apr 29, 2021
SPACs have stormed Wall Street over the past year, gobbling up the initial public offering market. But are they good investments?
Duncan Lamont, Head of Strategic Research at Schroders, walks us through the sometimes weird and wonderful world of SPACs.
RUNNING ORDER:
03:26 Part 1: What is a SPAC?
16:08 Part 2: The pros and cons of SPACs
28:28 Part 3: Are SPACs good for investors and markets?
NEW EPISODES:
The Investor Download is available every Thursday and every other Monday. Mondays, are a short 10 minute preview of the week ahead. Thursdays will be our usual deep dive into the themes driving markets and the economy.
Both podcasts will be released around 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 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 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.
Thursday Apr 22, 2021
Thursday Apr 22, 2021
As the world begins to emerge shakily from a year of pandemic-induced lockdowns, we look at whether our lifestyles have fundamentally changed.
Charles Somers, a fund manager and investor in changing lifestyles, and Mark Ainsworth, Head of Schroders Data Insights Unit join the pod. We discuss the trends emerging a year into the pandemic, picking the winners and losers affected by our changing lifestyles and the difficulties investors face after vaccine-induced market rally.
RUNNING ORDER:
03:23 Part 1: Pandemic update and the evidence for changing lifestyles
15:05 Part 2: The lockdown habits and trends
29:35 Part 3: Finding investment rewards from changing lifestyles
NEW EPISODES:
The Investor Download is available twice weekly. On Mondays, you can listen to a short 10 minute preview of the week ahead. Thursdays will be our usual deep dive into the themes driving markets and the economy.
Both podcasts will be released around 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 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 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.
Monday Apr 19, 2021
Monday Apr 19, 2021
Despite rising inflation concerns debt market interest rates continue to fall. It's increasing pressure on businesses and investors as they hunt for returns in a world of ever decreasing yields.
Ron Insana, Senior Adviser to Schroders and CNBC contributor, speaks to David Knutson, Head of Integrated Credit Research. They discuss the challenges investors face and three key takeaways for the coming months.
NEW EPISODES:
The Investor Download is available twice weekly. On Mondays, you can listen to a short 10 minute preview of the week ahead. Thursdays will be our usual deep dive into the themes driving markets and the economy.
Both podcasts will be released around 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 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 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.
Thursday Apr 15, 2021
Thursday Apr 15, 2021
The race to zero emissions is on. But how do we get there? And how will the costs of achieving net zero affect businesses and those that invest in them?
Hannah Simons, Head of Sustainability Strategy at Schroders, and Vicky Lay from ClimateCare join the pod. They discuss how companies are implementing change to achieve net zero and how that will affect investments now and in the future.
RUNNING ORDER:
05:49 Part 1: What role does an asset manager play in climate change?
17:59 Part 2: How companies are implementing climate change plans
24:06 Part 3: Can asset managers and investors afford to have morals?
NEW EPISODES:
The Investor Download is available twice weekly. On Mondays, you can listen to a short 10 minute preview of the week ahead. Thursdays will be our usual deep dive into the themes driving markets and the economy.
Both podcasts will be released around 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 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 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.