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Financial markets and the economy explained with a little help from the people inside Schroders.
Episodes
Monday May 11, 2020
Monday May 11, 2020
Andy Chorlton, Head of Multi-Sector Fixed Income, and Ron Insana, Senior Advisor to Schroders and CNBC, discuss rumours of negative interest rates in the US and what is so attractive about municipal bonds.
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
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 07, 2020
Thursday May 07, 2020
Fund managers Robin Parbrook and Alex Tedder join the pod to discuss the dawning of a new economic era that could be upon us in the wake of the COVID-19 crises.
We discuss what that entails from big government to higher taxes to how that impacts investing.
RUNNING ORDER:
03:00 Part one: Are we at watershed moment?
07:44 Part two: What are the long term economic implications?
14:09 Part three: What are the investment implications?
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
A new economic era beckons after this crisis
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 May 04, 2020
Monday May 04, 2020
Ron Insana, Senior Advisor to Schroders, and Keith Wade, Chief Economist look ahead to this week's big economic release and chat about reopening the economy and Trump's trade threat to China.
Thursday Apr 30, 2020
Thursday Apr 30, 2020
After the fastest correction in history stocks have rebounded nearly 30 percent from their recent lows, but is it a false dawn or does the rally have substance?
Duncan Lamont, Head of Research and Analytics at Schroders, and Stuart Podmore, an expert in behavioural finance, join the pod to look back at 135 years of stock market data to see if we can unearth any clues from the past.
RUNNING ORDER:
Part one: A brief recap
03:34 – The fastest decline in history
05:29 – How investors reacted amidst the sharp decline
Part two: The rebound
08:07 – What does 135 years of data tell us about rebounds?
11:30 – What should be the plan for investors?
Part three: What lies ahead?
14:20 – What should we make of the rebound?
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
Record-breaking crash, rapid rebound – is this a recovery or “dead cat bounce”?
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 27, 2020
Monday Apr 27, 2020
We discuss the state of the global markets and the headlines to watch out for in the week ahead.
Ron Insana, Senior Advisor to Schroders and CNBC contributor, and Jon Mackay, Head of US Wealth Management Solutions and Investment Strategist, join the pod for a US take on global events.
Wednesday Apr 22, 2020
Wednesday Apr 22, 2020
Andrew Howard, Head of Sustainable Research at Schroders, and Isabella Hervey-Bathurst, an investor in climate change themes, chat to the pod.
As the world celebrates Earth Day we get a dose of reality over just how close we are to meeting the 2°C climate change commitment in the Paris Climate Accord, and what missing it could mean for the economy.
We look at the impact of coronavirus on meeting climate change goals. We ask what we can learn from how businesses committed to solving social and climate issues evolved after the last crisis and what the role of investors could be in helping meet climate change goals.
RUNNING ORDER:
Part one:
01:40 What is the Paris agreement and why a target of 2 degrees global warming?
04:40 Climate Progress Dashboard: where are we on the path to 2 degrees climate change?
07:50 What impact has coronavirus had on meeting the 2 degree target?
Part two:
11:30 What can learn from the previous crisis about the evolution of companies?
15:22 What effect, if any, is coronavirus having on company policies?
Part three:
18:30 Could coronavirus be the turning point to help meet agreed climate change targets?
21:50 What is shareholders responsibility?
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
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 16, 2020
Thursday Apr 16, 2020
Nick Kirrage, co-head of the value team, and Sean Markowicz, part of the research and analytics team, chatted with us about the future of dividends and buybacks.
With so many investors reliant on dividends to boost their income or support their retirement we wanted to get to the bottom of what's happening now, whether investors should be concerned and how dividends might look in the future.
RUNNING ORDER:
Part 1:
02:20 – what is a dividend?
04:00 – Are the recent cuts to dividends unprecedented?
06:00 – What impact do dividend cuts have on investors' income?
Part 2:
09:20 - What is a share buyback?
10:20 – How have buybacks affected stock market performance?
11:20 – How were companies affording buybacks?
12:20 – Which sectors have been most affected by the cut in buybacks?
15:00 – What is the controversy around share buybacks?
Part 3:
16:50 – What can we expect from dividends going forward?
19:40 – Should dividend cuts change the way you view an investment?
21:01 – Where will the demand for equities come from with buybacks being cut?
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
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 09, 2020
Thursday Apr 09, 2020
Duncan Lamont, Schroders Head of Research and Analytics, joins the pod to discuss 148 years of stock market returns. He’s crunched the data to see what it tells us and what we can learn from the previous 11 crises that have occurred since the 1870s.
Stuart Podmore, part of the distribution team and behavioural finance specialist, also drops by to give his take on the psychological biases contributing to our investment making decisions during a crisis.
RUNNING ORDER:
Part 1
03:00 What does 148 years of stock market data tell us?
06:10 What emotions are investors going through now?
Part 2
08:40 Is the frequency of crises impacting investors?
09:50 What would be the effect on returns if investors switched to cash?
11:50 Why do investors move to cash in times of crisis?
Part 3:
14:47 How might you put your money back into the stock market?
17:39 Considerations to make before putting money into the stock market
21:10 What’s the probability of losing money over different time periods over the last 148 years
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
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 02, 2020
Thursday Apr 02, 2020
Keith Wade, Chief Economist, joins the pod to discuss the potential impact of coronavirus on the global economy.
We discuss the latest developments, what action policymakers have taken and whether it is enough.
We ask if coronavirus has the potential to cause a financial crisis? And how long before the effects of an economic lock down causes a bigger humanitarian crisis than the virus itself?
This podcast was recorded on 31 March 2020 at 10:00am UK time. Things may have changed by the time you listen.
You can download, rate and review the podcast in Apple podcasts, Spotify or wherever you get your podcasts.
New episodes are usually released on the third Thursday of every month, but during the coronavirus pandemic we will be looking to release episodes more frequently. Keep an eye on your podcast library for updates.
RUNNING ORDER:
02:30 How do you think the virus will affect the global economy?
04:35 How severe could a downturn be?
06:00 What are central banks and governments doing to help the economy?
08:00 Are they doing enough?
09:30 What do central banks have left in their arsenals?
11:35 Has coronavirus got the potential to turn into another financial crisis?
14:25 How long-term are central banks and governments thinking with these measures?
16:36 How will governments recoup the money they are spending in the crisis?
18:40 Is there any suggestion that a prolonged lock down could be worse for society than the actual virus itself?
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
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 Mar 27, 2020
Friday Mar 27, 2020
Nick Kirrage, Co-Head of the Value Team, and Stuart Podmore, a specialist in behavioural finance, join the pod to discuss what on earth is going on in markets.
We look at what's happening now and why and where investors are on their psychological cycle. We also highlight some simple indicators investors can keep track of which could help guide them through the current crisis.
And what next? With global stocks in correction territory, how should investors react if their investments are down up to 30%?
You can download, rate and review the podcast in Apple podcasts, Spotify or wherever you get your podcasts.
New episodes are usually released on the third Thursday of every month, but during the coronavirus pandemic we will be looking to release episodes more frequently. Keep an eye on your podcast library for updates.
Running order:
Part 1
02:40 What’s destabilising markets?
05:00 Where are investors on the psychological cycle?
07:50 What would your message to investors be?
Part 2
09:46 What indicators should investors use to help guide them through the current market turmoil?
12:00 Which sectors and markets are starting to look attractive?
Part 3:
15:30 What next?
19:00 What can you suggest to investors that are seeing portfolios fall drastically?
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE:
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.