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Financial markets and the economy explained with a little help from the people inside Schroders.
Episodes
Thursday Dec 17, 2020
Thursday Dec 17, 2020
With Brexit looming fund managers Bill Casey and Nick Kissack join the pod to discuss the future for UK PLC and why 2021 could be the year for investing in the UK.
RUNNING ORDER:
03:35 Part 1: The Brexit effect on UK PLC
11:43 Part 2: What the world beyond the FTSE 100 looks like
22:42 Part 3: Why 2021 could be the year for investing in UK PLC
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 Dec 14, 2020
Monday Dec 14, 2020
Ron Insana, Senior Adviser to Schroders and CNBC contributor, and Jon Mackay, Head of US Wealth Management Solutions and Investment Strategist, discuss two gifts for investors: a vaccine and a potential economic rescue package in the US.
Does this mean we are at the start of the "Santa Rally" and will the "Great Rotation" continue?
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 Dec 10, 2020
Thursday Dec 10, 2020
As Britain negotiates to take control back from Europe we look at the internationalisation of its stock market, who really owns UK PLC and whether that is good for society with Duncan Lamont, Head or Research and Analytics at Schroders.
RUNNING ORDER:
03:42 Part 1: What it was like in the 1960s
06:21 Part 2: The dramatic shift in the 1990s?
14:03 Part 3: Who owns UK PLC now and what does it mean for society?
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 Dec 03, 2020
Thursday Dec 03, 2020
Covid-19 vaccines are imminent. But with data suggesting we need to inoculate 70% of the world's population to achieve herd immunity, how do you decide who to vaccinate first? And what will healthcare look like in the future?
To help answer those questions we sit down with John Bowler, a specialist in healthcare investing, and Mark Ainsworth a data scientist.
RUNNING ORDER:
04:00 Part 1: What have we learned from the pandemic?
014:00 Part 2: How to vaccinate the world
27:33 Part 3: The future of healthcare and the threats to the world
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 Nov 26, 2020
Thursday Nov 26, 2020
15%. That's the proportion of your income the investment industry says you should save for retirement. But does is still apply in the modern world?
A recent global study which found many investors are concerned they won't have enough money for retirement.
Rupert Rucker and Jon Exley, both part of the Solutions team at Schroders, join the pod. We discuss the way in which we think about saving for retirement is changing and why saving for retirement doesn't just end when you take your pension.
RUNNING ORDER:
03:09 Part 1: Why are investors worried about their retirement savings?
08:12 Part 2: Does the 15% rule still apply?
17:13 Part 3: Funding retirement in retirement
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.
Monday Nov 23, 2020
Monday Nov 23, 2020
Ron Insana, Senior Adviser to Schroders and CNBC contributor, and Daniel Woodbridge, a Senior Portfolio Manager in the Quantitative Equity Products team at Schroders, discuss broader market trends facing investors as we march into a winter overshadowed by Covid-19.
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 Nov 19, 2020
Thursday Nov 19, 2020
Bob Kaynor, Head of US small and Mid Cap Equities, joins the pod to discuss whether investors should care more about who the next president of the United States is or whether we get an effective vaccine for Covid-19.
RUNNING ORDER:
03:17 Part 1: What has been the Biden effect on markets?
07:21 Part 2: How has the Covid vaccine news affected markets?
12:11 Part 3: What's the outlook for stocks?
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 Nov 12, 2020
Thursday Nov 12, 2020
Pollsters predicted a landslide win for Joe Biden and a "blue wave" for the Democratic party, but for the second US election in a row they were drastically wrong,
We review the US election with Piya Sachdeva, an economist at Schroders. We discuss whether pollsters' time is up, why markets rallied despite the uncertainty of the election outcome and what's more important to markets: the US president or Covid-19.
RUNNING ORDER:
03:05 Part 1: Should pollsters be fired?
06:40 Part 2: How and why markets reacted to the election
12:01 Part 3: what's more important to markets: the US president or Covid-19?
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 Nov 09, 2020
Monday Nov 09, 2020
Ron Insana, Senior Adviser to Schroders and CNBC contributor, and Sean Markowicz, a strategist in the research and analytics team at Schroders, discuss the historic and potentially game-changing announcement that Pfizer and BioNTech might have produced an effective vaccine for Covid-19. Oh, and they also discuss the little matter of the US election.
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.
Friday Nov 06, 2020
Friday Nov 06, 2020
We had planned to bring you reaction to the US election, but given votes are still being counted we decided to delay it until there is a clear winner. Hopefully we'll have something for you next week.
In the meantime, enjoy this podcast from our friends at The Value Perspective, part of the Schroders podcast network. Its a podcast about making decisions under extreme pressure.
This one is about The Ice Maidens, a British Army expedition in which six women from the United Kingdom became the first female team to ski across the Antarctic continent using muscle power alone.
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 a