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Financial markets and the economy explained with a little help from the people inside Schroders.
Episodes
Wednesday Mar 18, 2020
Wednesday Mar 18, 2020
Coronavirus has officially been classified as a pandemic. Many cities around the world are in lock down. We look the disruption it's caused to financial markets and the global economy and look ahead to what the world might look like in 12 months with Alex Tedder, Global Head of Equities.
New podcasts are available on the third Thursday of every month from wherever you get your podcasts.
RUNNING ORDER:
PART 1
02:05 What do we mean by investing in disruption?
02:47 What’s the picture in the markets?
03:49 Which sectors are showing signs of stress?
05:36 What can management and the government do to calm things down?
PART 2
09:57 What might governments think about doing?
10:22 Are we heading for recession or depression?
11:25 Is it comparable to the financial crisis?
13:00 In 12 months, what might the world look like?
19:10 How close are we to the bottom of the market?
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.
Tuesday Mar 10, 2020
Tuesday Mar 10, 2020
In this bonus episode Stuart Podmore, part of Schroders' Distribution team, and Nick Kirrage, Co-Head of the Value team, chat about the trials and tribulations facing investors and how they behave during times of market volatility.
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 Feb 20, 2020
Thursday Feb 20, 2020
This month we talk climate change with fund manager Simon Webber and Global Head of Stewardship Jessica Ground.
Jessica explains why climate change could have a bigger effect on company earnings than the financial crisis and what the asset management industry is doing to combat it.
Simon tells us why Amazon could be an example of a force for good for climate change, and what to look for in the potential winners and losers from climate change.
New podcasts are available on the third Thursday of every month from wherever you get your podcasts.
RUNNING ORDER:
01:31 What can the asset management do to tackle climate change?
03:05 Are we on track to control climate change?
05:06 What is the asset management industry doing about climate change?
07:29 How do you find winners and losers from climate change?
08:52 Which industries and companies are adapting to the climate change threat?
11:09 Is it a fad?
12:20 Does divestment work?
14:38 Can asset managers do more to affect policy makers thinking?
15:32 Is it better to be invested and in the room with companies
17:16 Do you fell like asset managers are doing enough about climate change?
20:59 The asset management industry can't ignore climate change anymore
GET IN TOUCH:
mailto: Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE ABOUT CLIMATE CHANGE ON OUR WEBSITE:
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 Jan 23, 2020
Thursday Jan 23, 2020
What can we expect from markets do in 2020 and will the economy be better in the next 12 months than it was in 2019?
Those are just two of the questions we posed to Johanna Kyrklund, Chief Investment Officer, and Keith Wade, Chief Economist, in this outlook 2020 special.
RUNNING ORDER:
01m 05s: Highs and lows of 2019?
Markets in 2020
01m 50s: Why will investors need to dig a little deeper in 2020?
02m:25s: Which areas of the market would you have to dig a little deeper?
03m 20s: Is now the time for a value comeback?
04m 18s: Is there still pressure on central banks?
04m 47s: Are falling bond yields affecting the market?
05m 43s: Will the appointment of Christine Lagarde force a change in direction for the European Central Bank?
The global economy in 2020
07m 02s: Will 2020 be any better than 2019?
08m 29s: US-China trade deal
09m 37s: What impact will US politics have on the markets?
10m 36s: Any other political issues we should keep our eye on?
11m 39s: Will corporate earnings suffer?
Markets and economies to love, like and avoid
12m 12s: Which markets would love, like and avoid?
13m 33s: Which economies would you love, like and avoid?
15m 00s: Any areas of the economy that could surprise in 2020?
15m 28s: Any potential positive surprises in the markets in 2020?
GET IN TOUCH:
mailto:Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE ABOUT RETURNS ON OUR WEBSITE:
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 Jan 23, 2020
Thursday Jan 23, 2020
If you were asked what returns you expected from your investments over the next five years, what would you say? 3%, 5%, 8% or more?
We asked that exact question to 25,000 investors around the world and they said 10.7%!
We talk to Rupert Rucker, Head of Income Solutions at Schroders, and ask are those returns realistic and, if so, what investors might need to do to achieve them.
RUNNING ORDER:
01m 05s: 10.7% returns: How realistic are investors being?
01m 29s: Why are the returns unrealistic?
02m:46s: What do we mean by returns?
03m 38s: Does investment knowledge make a difference?
04m 34s: How much pressure does that put on fund managers?
05m 48s: Why low interest rates are the norm
07m 27s: What happened to rates before and after the financial crisis?
08m 12s: The danger of low interest rates
09m 15s: How to overcome low interest rates
12m 05s: Schroders forecast returns
14m 15s: What is volatility and how do we manage it?
16m 27s: Top three tip to achieve desired returns
GET IN TOUCH:
mailto:Schroderspodcasts@schroders.com
find us on Facebook
send us a tweet: @Schroders using #investordownload
READ MORE ABOUT RETURNS ON OUR WEBSITE:
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.
Wednesday Dec 04, 2019
Wednesday Dec 04, 2019
Companies such as Amazon and Netflix are known as disruptors. They have changed our lives.
They have also changed the way companies do business and interact with their customers. Incumbents in their industries either adapt to survive or die.
Schroders' Alex Tedder, Head of Global Equities, and Keith Wade, Chief Economist, explain how to spot a disruptor and the impact they are having on the way we invest and the society we live in.
RUNNING ORDER:
- 00m 46s: How have disruptors affected your life?
- 04m 00s: The pace of disruption
- 05m 03s: Which industries are being disrupted?
- 05m 52s: How do you spot a disruptor?
- 07m 08s: Should you avoid the companies being disrupted?
- 09m 12s: Using data insights to identify trends
- 10m 43s: How are disruptors affecting society?
- 15M 29s: Is disruption the new industrial revolution?
- 16m 28s: The risks of investing in disruptors
- 17m 09s: The advice you'd give to your children
GET IN TOUCH:
- email: Schroderspodcasts@schroders.com
- find us on Facebook
- send us a tweet: @Schroders using #investordownload
READ MORE ABOUT DISRUPTION ON OUR WEBSITE:
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.