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Financial markets and the economy explained with a little help from the people inside Schroders.
Episodes
Thursday Aug 24, 2023
Thursday Aug 24, 2023
The financial crisis of 2008 was tied to real estate markets in the US and elsewhere. Almost 15 years later China's real estate sector is facing a growing crisis, prompting questions about if – and how far – this could spill out into the wider economy. Deflation, slowing growth at home and sluggish demand from abroad are also concerning investors.
Emerging markets economist David Rees joins the pod to discuss what's going on in China and whether it could be the country's “Lehman Brothers moment”.
RUNNING ORDER:
02:33 - Part one: Is this China's Lehman Brothers moment?
07:32 - Part two: How will it affect common prosperity and government intervention?
10:30 - Part three: What about the global and 3D reset?
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 Aug 17, 2023
Thursday Aug 17, 2023
What would you do and where would you start if you were tasked with transforming a power grid to meet ambitious new decarbonisation targets?
John Pettigrew is the CEO of National Grid one of the world's largest publicly listed utilities and he's been asked to do just that. John joins the show along with investor Ashley Thomas to discuss what's being done and what it will mean for consumers and investors.
RUNNING ORDER:
00:24 - Part one: the challenge
03:15 - Part two: the other world beneath our feet
08:53 - Part three: rewiring the economy
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 Aug 10, 2023
Thursday Aug 10, 2023
This is the second show in our two part series on the energy transition. If you missed part one last week you can listen here. It was all about chasing bubbles, growth areas and key risks. In this show, we’re going to look at the $100 trillion opportunity the energy transition presents and how investors might seize them.
Your host again is Adam Farstrup, Head of Multi-Asset Americas, and he’s again speaking with two big investors in energy - David Boyce, CEO of Schroders Greencoat in North America, and Fund Manager Mark Lacey.
RUNNING ORDER:
01:11 - Part one: How reliant is the transition trade on policy
11:02 - Part two: The scale of the energy transition opportunity
16:54 - Part three: How can investors capture the energy transition 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.
Thursday Aug 03, 2023
Thursday Aug 03, 2023
In the next two shows, Adam Farstrup, Head of Multi-Asset Americas, speaks to two big investors in energy - David Boyce, CEO of Schroders Greencoat in North America, and Fund Manager Mark Lacey - about the risks and opportunities in energy transition.
In the first show they’ll talk about chasing bubbles, the tech race and key growth areas along with potential risks. The second show is all about the opportunities. That will be released next Thursday.
RUNNING ORDER:
01:13 - Part one: Chasing bubbles
08:28 - Part two: The tech race and key growth areas
15:12 - Part three: Risks in the energy transition trade
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 Jul 27, 2023
Thursday Jul 27, 2023
Critical materials are vital to the future of our economy and society, particularly one looking to decarbonise. The scramble for critical materials has intensified since the pandemic and the war in Ukraine.
So in this show, Fund Manager James Luke, an expert in commodities, will be our guide to critical materials. We'll look at what they are, who controls them and the ones that matter to investors.
RUNNING ORDER:
03:19 - Part one: what are critical materials?
07:02 - Part two: who controls our critical minerals?
12:52 - Part three: The critical minerals that matter
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 Jul 20, 2023
Thursday Jul 20, 2023
For years investors have looked at employees as a cost on a balance sheet. However, new research and better data have started to shift that view.
In this pod Vicki Owen speaks with a researcher, an analyst and an investor to find out what's changed and how investors are trying to equate investment in human capital with returns.
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 Jul 13, 2023
Thursday Jul 13, 2023
It's not yet been a year since our world was, perhaps, changed forever with the launch of ChatGPT. But now the chat is out of the bag questions are being asked about what Artificial Intelligence (AI) might mean for society and the potential opportunities for investors
So, Alex Tedder, Head of Global and Thematic Equities at Schroders, Adelina Balasa, a Senior Cloud Solution Architect at software giant Microsoft, join the pod to help tell the story of AI and try to answer those big questions.
RUNNING ORDER:
04:48 - Part one: A short history of AI
09:11 - Part two: What AI might mean for our future
19:35 - Part three: How Ai might shape the economy and markets
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.
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 Jul 06, 2023
Thursday Jul 06, 2023
The global economy is slowing in the face of a globalisation reset and it's posing a dilemma for multi-national companies and investors.
Strategist Andrew Rymer and economist David Rees join the pod. They talk us through the countries that could potentially benefit from the global reset and look at how companies and investors might capitalise on the theme.
RUNNING ORDER:
02:50 - Part one: Is the globalisation reset really happening?
12:22 - Part two: Which economies are set to benefit from the globalisation reset?
17:45 - Part three: Do winning economies equal winning markets?
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 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.
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 Jun 29, 2023
Thursday Jun 29, 2023
Emerging markets have been described as "the adults in the room" as they largely got ahead of the game by hiking rates early to combat inflation. Now, it looks like that cycle is nearing the end.
Fernando Grisales , Senior Portfolio Manager, joins John Mensack to discuss what the new phase of fiscal policy will mean for investors.
RUNNING ORDER
03:05 - Part one: what's going on in emerging markets?
12:45 - Part two: what does the future hold?
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 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.
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 Jun 22, 2023
Thursday Jun 22, 2023
It’s no bigger than Mars bar, but a device called the MinION could prove vital in the fight against the next pandemic.
The MinION – a DNA/RNA sequencer – has already been deployed in the battle against Ebola and was crucial in helping to identify mutations of Covid-19.
We speak to Gordon Sanghera, CEO of Oxford Nanopore Technologies, which developed the ground-breaking device, to find out more about how it could help change the future of medicine.
RUNNING ORDER:
00:20 - Part One: Ebola and MinION: the making of ONT
03:35 - Part two: Nanopore sequencing and what it means for medicine
12:14 - Part three: ethics, regulation and the future for nanopore tech
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.
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.