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Financial markets and the economy explained with a little help from the people inside Schroders.
Episodes
Monday Jul 27, 2020
Monday Jul 27, 2020
Ron Insana, Senior Adviser to Schroders and CNBC contributor, speaks with Bob Kaynor, Head of US Small and Mid-Cap Equities. They look ahead to a big week for the US economy which includes Thursday's GDP release, the first since the pandemic took hold. Bob also discusses the impact of the lockdown on businesses.
NEW EPISODES:
The Investor Download is now 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, Apple Podcasts, Spotify or wherever you get your podcasts. 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:
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 Jul 23, 2020
Thursday Jul 23, 2020
US citizens go to the polls on 3 November to choose between Donald Trump and Joe Biden for the next president of the United States.
Piya Sachdeva, an economist, and Sean Markowicz, an analyst, join the pod to look at the factors that might decide the election, who might win and how markets might react.
RUNNING ORDER:
03:14 Part 1: The factors that might decide the election
06:47 Part 2: Who might win?
10:58 Part 3: How stock markets might react?
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:
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 Jul 16, 2020
Thursday Jul 16, 2020
US stocks have been overwhelmingly dominant since the global financial crisis. They have risen more than twice as much as global stocks over the same period. But is the time up for US stock market dominance?
Sean Markowicz, an analyst in the Research and Analytics team, and Stuart Podmore, a behavioural finance expert join the pod. They discuss how US stocks have been so dominant, what might break their run and the options investors might consider in the future.
RUNNING ORDER:
04:00 Part 1: Why are US stocks so dominant?
11:18 Part 2: Why might bring that dominance to an end?
19:16 Part 3: What options might investors consider if US stocks dominance ends?
NEW EPISODES:
The Investor Download is now 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:
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 Jul 13, 2020
Monday Jul 13, 2020
Ron Insana, Senior Adviser to Schroders and CNBC contributor, and Nils Rode, Chief Investment Officer at Schroder Adveq Investment, discuss the role of Private Equity in future tech companies.
NEW EPISODES:
The Investor Download is now 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, Apple Podcasts, Spotify or wherever you get your podcasts. 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:
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 Jul 09, 2020
Thursday Jul 09, 2020
In a new series of podcasts, Schroders' Value Team speak to people in all walks of life about how they make crucial decisions under pressure and in unusual circumstances. In the first episode they speak to professional poker player and author Annie Duke.
We have taken a break this week, but we will be back on 16 July.
GET IN TOUCH:
email us Schroderspodcasts@schroders.com
Find us on Facebook
Tweet us @Schroders using #investordownload
READ MORE:
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 Jul 02, 2020
Thursday Jul 02, 2020
Before Covid-19 struck a war was waging on single-use plastics, causing havoc for companies reliant on creating and using them. With hygiene a top priority in the midst of the pandemic, plastics are making a comeback.
Joining the pod is Elly Irving, Head of Engagement at Schroders, and Louisa Minter-Kemp, who helps drive corporate sustainability initiatives at Schroders. We discuss why investors should care about the war on plastics, the impact on company profits and whether Covid-19 has ended the war.
RUNNING ORDER:
04:19 Part 1: Why should investors care about the war on plastic?
11:18 Part 2: What role is Schroders playing?
15:38 Part 3: Which businesses are most likely to be affected?
NEW EPISODES:
The Investor Download is now 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:
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 Jun 29, 2020
Monday Jun 29, 2020
Ron Insana, Senior Adviser to Schroders and CNBC contributor, and Julio Bonilla, Portfolio Manager Fixed Income. They discuss the effects of the recent lockdown and the pressure it has put on State and local municipalities to fund their debt and maintain essential services.
NEW EPISODES:
The Investor Download is now 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:
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 Jun 25, 2020
Thursday Jun 25, 2020
There have been some fairly simple and powerful narratives that have influenced investors’ views on where they should be investing.
Ashley Lester, Head of Systematic Investing at Schroders, and Robert Donald, Chief Investment Officer at Helix, join the pod to discuss whether or not the pandemic has triggered a great reversal in those trends?
RUNNING ORDER:
04:10 Part 1: What are the trends in the market that have got us to where we are today?
17:34 Part 2: Are those trends now entrenched in the market?
28:43 Part 3: What are the risks and how do investors mitigate them?
NEW EPISODES:
The Investor Download is now 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:
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 Jun 22, 2020
Monday Jun 22, 2020
Ron Insana, Senior Adviser to Schroders and CNBC contributor, and James Gautrey, Portfolio Manager, Global & International Equities discuss the market outlook and whether the recent policy shift in Europe could be a turning point for investing in the region.
NEW EPISODES:
The Investor Download is now 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:
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 Jun 18, 2020
Thursday Jun 18, 2020
As Covid-19 spread and countries went into lockdown more people began working from home. What started as a trickle turned into a flood as workers, the lifeblood of the city, deserted offices to work remotely. Economies are starting to reopen. But so far cities have yet to see the bustling return to life they once knew.
Has the pandemic caused a fundamental change in our cities? Tom Walker, Co-Head of Schroders Real Estate Securities, joins the pod to discuss the trends he is seeing and what the future of our cities might look like.
RUNNING ORDER:
02:37 Part 1: What is a global city?
04:32 Part 2: Are we seeing cities go through fundamental change?
14:10 Part 3: What might the city of the future look like?
NEW EPISODES:
The Investor Download is now 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:
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.