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Financial markets and the economy explained with a little help from the people inside Schroders.
Episodes
Thursday Mar 07, 2024
Thursday Mar 07, 2024
Energy security and carbon targets are high on the list of priorities among policymakers, consumers and investors. While a lot of people see renewable energy as a solution, Matthew Wald believes nuclear has a bigger role to play in the energy mix of the future.
Matthew was a journalist for four decades at the New York Times. He's now an analyst at the Breakthrough Institute in California, concerned with climate and energy and agriculture. Matthew argues that it's difficult to see renewable energy as the sole to our energy issues and that more should be spent on developing nuclear energy.
This show is an excerpt from the The Value Perspective podcast. You can listen to the full show here.
RUNNING ORDER:
01:26 - Part one: where did it go wrong for nuclear energy?
16:01 - Part two: changing the perception of nuclear energy
28:19 - Part three: the cost of building out a nuclear energy program
NEW EPISODES:
The Investor Download is available every other Thursday and will be released at 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 information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
Thursday Feb 22, 2024
Thursday Feb 22, 2024
Recent inflation muddled the picture on when interest rates might be cut, but investors still believe it will be this year. However, how brave do they need to be to invest in markets already at or near recent peaks?
Schroders ran the numbers and came up with some interesting findings on how stocks perform after hitting highs and how assets perform after the rate cutting cycle begins.
Fund manager Tara Jameson and Schroder Investment Solution Chief Investment Officer Alex Funk join the pod to discuss the data and what investors might do next.
Read more: Scared of investing when the stock market is at an all-time high?
RUNNING ORDER:
02:59 - Part one: why the inflation battles is not yet won
06:11 - Part two: should investors be scared investing at highs?
09:28 - Part three: Is the life after cash?
NEW EPISODES:
The Investor Download is available every other Thursday and will be released at 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 information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
Thursday Feb 08, 2024
Thursday Feb 08, 2024
The food system is on track to bust the world's entire 1.5 to 2 degree carbon budget, yet it's barely been spoken about by policymakers at climate conferences.
Portfolio manager Felix Odey is our guide as we explore the way our food production and consumption is challenging climate targets. We'll look at potential solutions and what it means for your investments.
RUNNING ORDER:
02:51 - Part one: The problem
06:28 - Part two: Potential solutions
10:23 - Part three: how it's affecting investments
NEW EPISODES:
The Investor Download is available every other Thursday and will be released at 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 information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
Wednesday Jan 24, 2024
Wednesday Jan 24, 2024
Tom Walker admits that getting anyone to have a discussion about real estate in recent years has been difficult. Then, at the end of 2023, that all changed. Now all anyone wants to talk about is real estate.
Tom's Co-Head of Global Real Estate at Schroders and he joins the pod to discuss how real estate went from a difficult conversation to have to the talk of the town.
RUNNING ORDER:
00:24 - Part one: the trials and tribulations of the real estate sector
03:57 - Part two: how the real estate sector story changed
11:24 - Part three: the changing face of global cities
NEW EPISODES:
The Investor Download is available every other Thursday and will be released at 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 information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
Thursday Jan 11, 2024
Thursday Jan 11, 2024
Former poker player Casper Berry gives advice on how investors might avoid some of the pitfalls that can lead them to making bad decisions in the coming year.
NEW EPISODES:
The Investor Download is available every other Thursday and will be released at 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 information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
Thursday Dec 21, 2023
Thursday Dec 21, 2023
Chief Investment Officer Johanna Kyrklund and Senior Economist Azad Zangana join the show to discuss the outlook for 2024. We cover everything from interest rates and inflation to artificial intelligence and the US election in just 15 minutes.
This is the final show of the year. We thank you for all your support and wish you a very happy and prosperous festive period and new year. We'll be back on January and look forward to speaking to you then.
RUNNING ORDER:
00:37 - Part one: the good and bad surprises of 2023
03:06 - Part two: what to expect in 2024
09:15 - Part three: the known unknowns of the year ahead
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 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 information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
Monday Dec 18, 2023
Monday Dec 18, 2023
Welcome to a very special edition of The Investor Download where your host is Schroders’ CEO Peter Harrison – and the topic is all things AI.
Join Peter as he talks to Michael Bhaskar, one of the authors of The Coming Wave, a 2023 bestseller which critics have described as “vital”, “terrifying”, and “unmissable”.
Michael visited Schroders’ London office to record the conversation which was joined by Nils Rode, Charlotte Wood and Alex Tedder – each of whom in their different roles at Schroders is passionate about AI and brings their own angle to the topic.
The Coming Wave was one of six books shortlisted for the 2023 Financial Times and Schroders Business Book of the Year. Its other author, AI entrepreneur Mustafa Suleyman, is co-founder of Deepmind and Inflection AI. In the book Suleyman and Bhaskar warn about the dangers of innovations such as generative AI, synthetic biology and quantum computing, and assess how and if these dangers could be contained.
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 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 information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
Thursday Dec 14, 2023
Thursday Dec 14, 2023
The Federal Reserve gave the clearest indication yet that their aggressive tightening cycle is coming to an end, sending the price of gold to new highs.
For nearly 15 years, the relationship between gold prices and real returns on government bonds remained strong. Whenever interest rates rose and real rates on bonds turned positive, the gold price tended to fall. But then something went wrong.
Listen to the latest Investor Download with fund manager James Luke. We discuss what's happening with gold and what the future might hold.
RUNNING ORDER:
02:48 - Part one: how we got to where we are
07:10 - Part two: the breakdown of a relationship
13:19 - Part three: gold and gold producers in 2024
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 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 information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
Thursday Nov 30, 2023
Thursday Nov 30, 2023
James Montier is an author, a member of GMO’s asset allocation team and a partner at the firm. He also wrote the book on the seven sins of fund management.
In this episode, James takes us through the seven sins, which apply to all investors, not just fund managers. They’re even more relevant today, given the new era we’re entering of markets and the economy.
If you want to listen to the full interview then follow the link to our sister podcast The Value Perspective.
RUNNING ORDER:
Part one - 00:53: forecasting and the illusion of knowledge
Part two - 08:46: meeting companies, outsmarting everyone, short-term horizons
Part three - 15:23: believing everything you read and group thinking
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 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 information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
Thursday Nov 23, 2023
Thursday Nov 23, 2023
Earth Overshoot Day - the date when humanity exhausts nature's budget each year – fell on August 2 in 2023. Worryingly, that date is getting earlier every year. So, how do economies keep growing without draining the earth of its natural resources?
One answer is the circular economy. For investors, it's a huge opportunity. In this show, analyst Joe Fernandes explores the circular economy as an investment theme with fund manager Jack Dempsey.
RUNNING ORDER:
01:52 - Part one: what is the circular economy?
10:48 - Part two: how do economies grow and consume less?
25:44 - Part three: the $25 trillion opportunity
NEW EPISODES:
The Investor Download is available every Thursday and will be released at 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 information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or 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. 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.
Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.