Schroders - Podcast Details

Shows

The Investor DownloadTrading the Trump trade warsWith trade wars erupting around the world between the US and its competitors and tariffs being thrown around like confetti, some investors are predicting recession in the US. While Schroders’ economists feel that view is a little too extreme, the sentiment towards the world’s largest consumer economy is having an impact on markets globally. We’re going to take look beyond major markets in the US and the UK and towards Europe, emerging markets and Asia to see how the current situation is affecting them and where opportunities might lie. In this show...2025-03-2015 min

The Investor DownloadHave you got the minerals?In a change up this week we're going to drop in our sister podcast, The Value Perspective. This week the team chat with Alliance Bernstein’s materials’ analyst Bob Brackett. They cover a multitude of topics including; the impact of a new Trump era on oil and gas over the next four years; Greenland’s appeal from a materials’ perspective; copper’s role in an increasingly electrified world and much more. Mark Walker, CIO of Coal Pension Trustees, joins the pod as co-host for the episode. But you'll hear from Schroders very own Juan Torres Rodriguez first, followed by...2025-03-061h 02

The Investor DownloadWhat to expect in 2025Happy new year. And it's the perfect time to look forward to what investors might expect from the economy and public and private markets over the next 12 months. On this show, I’m joined by Schroders’ Group CIO and CEO, Public Markets, Johanna Kyrklund. Johanna will take us through what to expect in stock markets, bonds and commodities in 2025. Nils Rode, Schroders’ CIO in Private Markets, also joins us. He’ll discuss why he believes the coming year could be a vintage one for private investors. And we'll tack the economy with Schroders’ Economist...2025-01-0917 min

The Investor DownloadThe art of investing with John ArmitageJohn Armitage is a CBE and a British-Irish billionaire hedge fund manager. He's the chief investment officer and a co-founder of Egerton Capital and he has been investing for over four decades. John provides a unique insight into his world of investing and what makes a successful investor. He rarely gives interviews and says this will be one of his last for a while. So, sit back and enjoy his musings with Robert Donald, CIO of Helix. NEW EPISODES: The Investor Download is available every other Thursday and will be released at 1700 UK t...2024-12-2625 min

The Investor DownloadThe company fending off big gorillas and young upstarts - who could it be?This pod is an interview with a CEO whose company has been fending of both big gorillas and young upstarts in a fragmented market place. Who's the CEO? What is the company? And how has he done it? Listen to find out. Fund mangers Jean Roche and James Goodman host this pod, the latest in the mid 250 podcast series. You can find links to the other pods below. Other mid 250 pods: Episode 1: Hunting 30-baggers Episode 2: What's the secret sauce for this sausage maker Episode 3: The secret life of Pets at Home CE...2024-12-1242 min

The Investor DownloadThe hidden fractures threatening our economyRaghuram Rajan is an economist, a former central banker and he is credited with predicting the 2008 financial crisis. He also wrote a book about it called Fault Lines: How Hidden Fractures Still Threaten the World Economy. The book won the FT Business Book of the Year award in 2010. And those fault lines that Rajan wrote about 15 years ago, some of them are still coursing through our economy and markets. On this show, we discuss what those fault lines were, which ones still exist and if new fault lines have opened up. The shortlist...2024-11-2817 min

The Investor DownloadAn investor's guide to a Trump White House"Not another election pod," I hear you cry. Don't worry, we don't dwell on the ins and outs of the result. This pod is purely about what the outcome means for investors. Listen to Adam Farstrup, Head of Multi-Asset for the Americas, and George Brown, Global Economist, give their verdict on what investors should expect. RUNNING ORDER: 01:07 - Part one: the investor's verdict on the Trump win 05:49 - Part two: how it will affect the global economy NEW EPISODES: The Investor Download is available every other Thursday...2024-11-1410 min

The Investor DownloadJanesville: The decline of the American DreamJanesville, in Winsocsin, was once the epitome of the American Dream. But everything changed following the global financial crisis when General Motors, the business that provided the town with most of its wealth, shut its plant. On today’s show we have Amy Goldstein, the award winning author of the FT Business book of the year, Janesville. Amy spent 36 years as a journalist at The Washington Post writing widely about social issues. Among her awards, she shared the 2002 Pulitzer Prize for national reporting. She now works for the Brookings think tank. Amy joined me...2024-10-1728 min

The Investor DownloadHow to decarbonise your investmentsDespite the flip-flopping of some governments and companies on their net zero ambitions, the world is on the road to decarbonisation. That means investors are having to make decisions too. In this show, we speak with Simon Webber, Head of Global Equities at Schroders, and Ben Popatlal, Multi-Asset Analyst at Schroders, about the challenge of decarbonising their investments and how to create a decarbonisation strategy. RUNNING ORDER: 00:53 - Part one: the road to decarbonisation 08:30 - Part two: the strategies that could help investors decarbonise NEW EPISODES: 2024-10-0316 min

The Investor DownloadChip war and the global battle for tech supremacyFrom tariffs to trade Wars to the Chips Act, the battle for technology is only just heating up. Nearly seven decades in the making, we're only just entering act two. Chris Miller, author of Chip War - the 2022 FT Business Book of the Year winner - joins the pod to discuss what the next phase of the chip war looks like and what effect it might have. RUNNING ORDER: 01:10 - Part one: a short history of the chip war 05:30 - Part two: the impact of the chip war 08:58 - Pa...2024-09-1914 min

The Investor DownloadRe-imagining retirement - shifting mindsets and managing risksLooking to secure your financial future and navigate the complexities of the financial world with confidence? 🌟 Robert Starkey, Portfolio Manager, joins us to dive into the intricacies of the carry trade and explore how adopting a solutions mindset can revolutionise your approach to risk management. Embrace the journey from hard work to smart planning with a toolbox designed for success. 🛠️ Learn why it's crucial to avoid the pitfalls of chasing high returns without considering the risks, and discover the importance of adapting to ever-changing environments with confidence. 💡 Trust the process, expand your toolbox, and let's manage risk...2024-09-0520 min

The Investor DownloadTrouble with the Fed two decades in the makingIn late July the Federal Reserve decided against lowering interest rates despite signals that the economy was cooling. Their inaction heightened concerns Mohamed El-Erian, an economist and an investor, has had about the Fed and central bankers for nearly two decades. In this show, El-Erian highlights the problems he recognised in the financial system back in 2007 and why they're still haunting decision making now. El-Erian is the award-winning author of When Markets Collide. It won the FT Business Book of the Year in 2008. Go to ft.com/bookaward to find out all the...2024-08-2215 min

The Investor DownloadInvestor Download Live: fixing the carbon market crisis with Treefera CEO Jonathan HornJonathan Horn is a theoretical physicist, a former managing director of JP Morgan, and now he’s on mission to transform the controversial world of carbon offsetting with his firm Treefera. In this show, we look at the challenges facing companies trying to offset and reduce their carbon footprint, and how AI and machine learning is helping solve those issues. RUNNING ORDER: 02:23 - Part one: the problem with carbon markets 09:25 - Part two: how companies like Treefera are tackling the crisis 15:20 - Part three: the future state of the car...2024-08-0819 min

The Investor DownloadUS election specialIt's been a wild couple of weeks in the build up to the US election. So we invited Economist, George Brown, and Head of Multi-Asset , Americas, Adam Farstrup to discuss the impact of events that have unfolded. We also talk about the likely outcomes in the race for the White House and control of Congress, and what they mean for the economy and markets. RUNNING ORDER: 00:21 - Part one: what the polls and bookies are telling us 06:48 - Part two: the race for congress 11:50 - Part three: what it...2024-07-2520 min

The Investor DownloadAn investor’s guide to trading elections, AI and global forcesThere are so many challenges facing investors from the fallout of elections globally to AI and other global forces shaping the economy. On this show, we speak to Philip Chandler, a multi-asset investor, about how investors might deal with those challenges and the opportunities they present. RUNNING ORDER: 00:58 - Part one: Trading elections 06:22 - Part two: Navigating AI and other speed bumps 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...2024-07-1111 min

The Investor DownloadTackling global forces with the Lord William HagueWe have a very special guest for you this week. In the year of elections we thought we'd get a politician on the podcast, or at least a former politician. The Right Honourable Lord William Hague agreed to join us. Lord Hague's held many senior roles, including Leader of the House of Commons, but is best known as the Leader of the Conservative party, 1997-2001, and First Secretary of State and Foreign Secretary, 2010-2014. He now pursues a wide range of business and charitable activities. For those suffering from election fatigue, don't worry, this isn't a podcast...2024-07-0822 min

The Investor DownloadThis company beat its benchmark by 50% over five years - who is it and how did they do it?Leo Quinn is the CEO of infrastructure firm Balfour Beatty. He joined as a graduate but left to explore other opportunities and learn new skills. As a problem solver he was re-hired by Balfour in 2014 and became chief executive the next year. Since then, the company has grown in strength. On the latest mid 250 podcast, Leo joins hosts Jean Roche and James Goodman. They discuss Leo's journey to becoming CEO and what he did to help fix some of the problems befalling Balfour Beatty. NEW EPISODES: The Investor Download is available every other...2024-06-1346 min

The Investor DownloadIn conversation with the legendary Mark MobiusA very, very late change to the schedule this week but it's a welcome one too. My colleagues Vera German and Jade Zhang had the opportunity to speak to legendary Emerging Markets investor Mark Mobius on the Value Perspective, our sister podcast, and we thought it would be rude not to share that with you. Mark founded Mobius Capital Partners in 2018 following a three-decade tenure at Franklin Templeton where he managed over $40 billion in Emerging Markets’ portfolios. Mark has experience of the opening up of various markets including Russia. He talks about what’s ch...2024-05-3044 min

The Investor DownloadCould engagement enhance investor returns?For years investors have been asking, does engagement matter and if so, how does it affect financial returns? So I sat down with my colleague, Olga Cowings who has been looking to answer those questions. In this show we’ll look how investors engage with companies, whether companies actually listen and how that might affect returns. RUNNING ORDER 00:53 - Part one: what is the relationship between engagement and returns? 08:49 - Part two: how engagement works in practice 17:08 - Part three: the future of engagement NEW EP...2024-05-1622 min

The Investor DownloadConflict in the Middle East with General Sir Nick CarterAs the crisis in the Middle East threatens to escalate we speak to General Sir Nick Carter about the situation in Israel, Gaza and beyond. Sir Nick is a former British Army officer who served as Chief of the Defence Staff in the UK. RUNNING ORDER 01:01 - Part one: Middle East update 15:20 - Part two: what the near future might hold 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 U...2024-05-0233 min

The Investor DownloadHow markets perform when rates get cutDespite markets wobbling after a surprise rise in US inflation, the assumption remains that the federal reserve will begin cutting interest rates this year. So, we delved into the data to find out what happens in markets when central banks begin cutting rates. My colleague Duncan Lamont, Head of Strategic Research, is our guide for this episode. RUNNING ORDER 00:59 - Part one: how markets perform when rates are cut 04:29 - Part two: it's all about finding hidden gems 09:19 - Part three: what markets return when investing at...2024-04-1815 min

The Investor DownloadIs it time to go big in Japan?The last time the Japanese stockmarket was at current levels the Berlin Wall had only just fallen and Billy Joel was top of the hit parade. We speak to Taku Arai, Deputy Head of Japanese Equities at Schroders, about what happened and whether the renaissance can last in the land of rising stocks. RUNNING ORDER: 02:58 - Part one: 80s boom followed by 90s bust? 06:02 - Part two: the land of the rising stocks 10:23 - Part three: Can the feel-good factor last? NEW EPISODES: The Investor...2024-04-0417 min

The Investor DownloadThe CEO that redefined a business and engineered a fifteen-baggerToday's show is the latest in our series of Mid 250 podcasts where we speak to CEOs of some of the biggest names listed on the UK's mid-cap stock exchange. Today, James Goodman and Jean Roche speak with Nick Jefferies, the CEO of discoverIE, which designs and manufactures customised electronic components for industrial applications. Since Nick Jefferies became CEO, discoverIE's share price has risen 15 times. James and Jean want to know how Nick's engineered the company's success. RUNNING ORDER: 00:59 - Part one: where it all began 10:56 - Part two: the challenge of redefining a business 30:19 - Part three: terms of engagement NEW...2024-03-2247 min

The Investor DownloadAre we going nuclear?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...2024-03-0745 min

The Investor DownloadShould you be afraid of investing in markets at all-time highs?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. ...2024-02-2212 min

The Investor DownloadCan we feed the world and meet climate targets?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...2024-02-0814 min

The Investor DownloadHow real estate became the talk of the townTom 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...2024-01-2416 min

The Investor DownloadYou’ve got to know when to hold ’em, know when to fold ’emFormer 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 2024-01-1123 min

Voces del MercadoPerspectivas económicas post elecciones presidenciales. Una conversación entre Mariano Fiorito y Juan Cruz Lekovic, el equipo local de Schroders.En este episodio, Mariano Fiorito, CFA, Country Head de Schroders para Argentina y Uruguay; y Juan Cruz Lekovic, CFA, Fund Manager de Schroders Argentina; conversan sobre la realidad argentina tras la asunción del nuevo presidente Javier Milei. Un repaso sobre los desafíos económicos que enfrenta el equipo de Milei, las medidas económicas que implementarían y la reacción del mercado financiero. Además, el abordaje de la gestión activa en el contexto actual, los instrumentos de inversión en el corto, mediano y largo plazo; y los efectos del contexto internacional en nuestro país.2023-12-2216 min

The Investor DownloadOutlook 2024: from interest rates and inflation to the known unknownsChief 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: wh...2023-12-2116 min

The Investor DownloadThe Coming WaveWelcome 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...2023-12-1851 min

The Investor DownloadThe case for gold in 2024The 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...2023-12-1417 min

Voces del MercadoGeopolítica. Una conversación con Gonzalo Binello de Schroders y Edgardo Pappacena de Cani Investments LLC y profesor en la Universidad Internacional de Florida.En este episodio, Mariano Fiorito, CFA, Country Head de Schroders para Argentina y Uruguay, conversa con Gonzalo Binello, Head of Latin America de Schroders, y Edgardo Pappacena, CEO de Cani Investments LLC y profesor adjunto de “Strategy & International Business” en la Universidad Internacional de Florida. ¿De qué hablamos cuando hablamos de geopolítica? ¿Por qué deben tenerla en cuenta las empresas multinacionales a la hora tomar decisiones de negocios e inversiones? ¿Cuál es su impacto? ¿Qué hacer frente a una arquitectura geopolítica fragmentada?2023-12-0539 min

The Investor DownloadThe seven sins of investingJames 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 - 0...2023-11-3022 min

The Investor DownloadThe circular economy and the $25 trillion opportunityEarth 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? ...2023-11-2331 min

The Investor DownloadPhoenix hunting in the ”never normal”Peter Hinssen is an entrepreneur, teacher, speaker and author who believes in the "never normal”, within which there are phoenixes and unicorns battling for supremacy. The winner will depend on which one adapts better. Keen to find out what the never normal is and who are the phoenixes and the unicorns? then keep listening. RUNNING ORDER: 01:03 - Part one: the never normal 15:20 - Part two: man plus machine 25:12 - Part three: hunting for phoenixes NEW EPISODES: The Investor Download is available every Thursday and will be...2023-11-1639 min

The Investor DownloadUS election countdown: here’s what investors need to knowIt’s now less than a year to go before the US presidential election. And in a world facing heightened geopolitical tensions and the challenge or higher interest rates and higher inflation, the outcome of the election could prove seismic. So, Sam Furlonger sat down with Economist George Brown to discuss current expectations of who might win and how the outcome might affect markets and the economy. RUNNING ORDER: 01:44 - Part one: Who might win the election? 05:23 - Part two: How might the election affect markets? 07:36 - Part three: Wh...2023-11-0911 min

The Investor DownloadLifting the Veil on EM Corporate BondsInvestment director John Mensack and portfolio manager Autumn Graham lift the veil on emerging markets and in particular the world of corporate debt. They discuss challenges and opportunities in this vast asset class and how it's expected to perform against the backdrop of the 3D reset. RUNNING ORDER: 01:06 - Part one: defining emerging market corporate debt 07:58 - Part two: challenges and opportunities 14:40 - Part three: EM corporate debt and the 3D reset NEW EPISODES: The Investor Download is available every Thursday and will be released at 1700 UK...2023-11-0225 min

The Investor DownloadThe Secret Life of Pets at Home CEOPets At Home is a company hoping to create a better world for pets and the people that love them. As part of its plan the company recruited Lyssa McGowan as CEO in 2022. On the latest mid 250 podcast, Lyssa joins hosts Jean Roche and James Goodman. They discuss Lyssa's journey to becoming CEO and her life as a CEO, as well as her vision for the company and why we haven't seen peak pet just yet. RUNNING ORDER: 01:00 - Part one: the beginning of the journey 09:55 - Part two: are we...2023-10-2633 min

The Investor DownloadTalking geopolitics with General Sir Nick CarterGiven the conflicts in the middle East and Ukraine, worsening relations between the US and China and instability in Africa, we thought it would be useful to hear the views of General Sir Nick Carter. Sir Nick is a former senior British Army officer who served as Chief of the Defence Staff and as commanding officer during conflicts in Bosnia and Kosovo in the late 90s. RUNNING ORDER: 01:00 - Part one: The Middle East 07:21 - Part two: Russia/Ukraine 12:00 - Part three: US/China 20:45 - Part four...2023-10-2026 min

The Investor DownloadBond market panic: how might investors respond?A recent panic in the bond market sparked headlines in the press of an imminent crash in financial markets, but should investors be worried? Alex Funk, Chief Investment Officer of Schroders Investment Solutions, joins the pod to take us through what's happened, what's next and how investors might tackle an uncertain period for markets. RUNNING ORDER: 02:24 - Part one: bond market turmoil 05:32 - Part two: the interest rate problem 11:06 - Part three: investing in uncertain times NEW EPISODES: The Investor Download is available every Thursday...2023-10-1216 min

The Investor DownloadIs this the fund to save the economy?Long Term Asset Funds are a new initiative by the UK government. They've been created in an attempt to boost investment in areas such as infrastructure and climate-related goals and to turbo charge a flagging economy. Known as LTAFs, they are new to the UK but they're similar to schemes already in place in Europe and the rest of the world. But what are LTAFs? James Lowe, Sales Director, joins the pod to discuss what LTAFs are, their pros and cons and what areas of the economy they are set to benefit. NEW EPISODES: 2023-10-0526 min

The Investor DownloadIf interest rates are 5% why should I invest my money?Central banks have paused their rate-hiking cycle but have made it clear the battle to suppress inflation is not yet won and interest rates are likely to remain higher, for longer. Investors Alex Funk and Tara Jameson join the pod to discuss the pros and cons of keeping your money in cash, even when interest rates are so high. RUNNING ORDER: 02:13 - Part one: why bother investing? 05:35 - Part two: what's changed? 07:56 - Part three: should i invest? NEW EPISODES: The Investor Download is available...2023-09-2810 min

Voces del MercadoMercados globales. Ping pong entre Pedro Cavallo, Juan Cruz Lekovic y Gonzalo Lorenzo, equipo de inversiones de Schroders Argentina.En este episodio, Pedro Cavallo, CFA, Head Portfolio Manager; Juan Cruz Lekovic, CFA, Fund Manager; y Gonzalo Lorenzo, Fund Manager; conversan acerca de los principios generales que rigen un proceso de inversión y del criterio que utilizan en la oficina de Buenos Aires para la toma de decisiones. El equipo de inversiones de Schroders Argentina, hace también un breve repaso histórico de los mercados, y analiza en qué situación actual se encuentran tanto los países desarrollados como los emergentes. Sé parte del debate que tienen a diario nuestros expertos.2023-09-2616 min

The Investor DownloadEverything you wanted to know about impact investing but were afraid to askSusannah Nicklin, the Non-Executive Chair of the Schroders BSC Social Impact Trust, joins the pod to discuss everything impact investment. From what it is, where to invest and the returns you might expect we cover everything you've always wanted to know impact investing. RUNNING ORDER: 01:05 - Part one: A short history of impact investment 05;44 - Part two: making an impact investment 11:34 - Part three: impact investing returns NEW EPISODES: The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via...2023-09-2118 min

The Investor DownloadThe challenge in keeping energy costs lowTo meet net zero targets countries will need companies like RWE creating power from clean sources. So we speak to Tom Glover, UK country chair of RWE, about the the challenges and opportunities that presents. Fund manager Ashley Thomas also joins the pod to give his view of the current situation from an investor's perspective. RUNNING ORDER: 00:24 - Part one: the challenge in keeping energy costs low 04:55 - Part two: taking action 12:34 - Part three: an investors view with Ashley Thomas NEW EPISODES: The Investor...2023-09-1420 min

Voces del MercadoInversiones de impacto. Entrevista a Marisela Alvarenga de BID Invest y a Yann Groeger de BlueOrchard, una empresa del grupo Schroders.En este episodio, Mariano Fiorito, CFA, Country Head de Schroders para Argentina y Uruguay; y Paula Bennati, CFA y Sales Director de Schroders; conversan con Marisela Alvarenga, jefa de Instituciones Financieras para Latinoamérica y El Caribe de BID Invest; y Yann Groeger, Regional Director Africa and Latam de BlueOrchard; acerca de inversiones de impacto en materia de ESG y DEI: ¿qué implican las inversiones de impacto? ¿Qué es BlueOrchard y cuál es su rol en Latinoamérica? ¿En qué se diferencia el BID del BID Invest? ¿Cómo medir el éxito de este tipo de inversiones y cuáles son l...2023-09-1237 min

The Investor DownloadSpace raiders: the extraterrestrial hunt for commoditiesIn the second part of our exploration of the new space race, author and journalist Tim Marshall once again guides us through space. In the wake of India's historic landing at the moon’s south pole, we talk about the rush for commodities, supply chain issues and tensions in space. If you missed part one you can listen here. RUNNING ORDER: 01:33 - Part one: the race for commodities in space 03:56 - Part two: tensions in space 08:54 - Part three: supply chain issues NEW EPISODES: ...2023-09-0716 min

The Investor DownloadThe new space raceThe US, China and Russia are among 80 countries globally contesting the new space race. But why now and what do they want? Tim Marshall, author of "The Future of Geography: How Power and Politics in Space Will Change Our World" will be our guide through space in the this two part series. In part two, released next Thursday, we’ll cover the search for commodities and the prospects of tensions in space. But in this first show we’ll discuss the benefits and drawbacks of colonising and exploring space, many of which reflect issue...2023-08-3123 min

The Investor DownloadIs this China’s “Lehman Brothers moment”?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...2023-08-2418 min

The Investor DownloadHow to rewire an economyWhat 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...2023-08-1716 min

The Investor DownloadThe $100 trillion opportunity for energy investorsThis 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...2023-08-1021 min

The Investor DownloadHas the energy transition race been run for investors?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 ke...2023-08-0322 min

The Investor DownloadThe race for Earth’s critical materialsCritical 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...2023-07-2720 min

The Investor DownloadShould investors view human capital as an asset or expense?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...2023-07-2023 min

The Investor DownloadAI: dream or nightmare for investors and the wider world?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...2023-07-1324 min

Voces del Mercado[Trailer] Voces del Mercado, el podcast de Schroders ArgentinaVoces del Mercado, el podcast de Schroders Argentina. *** Este podcast es solo para Inversores Profesionales. El valor de las inversiones y los ingresos que generen pueden disminuir o aumentar, y los inversores podrían no recuperar el monto invertido inicialmente. La rentabilidad pasada no es una guía para el rendimiento futuro. La información no constituye una oferta, solicitud o recomendación de ningún fondo, servicio o producto, ni tampoco una oferta para adoptar ninguna estrategia de inversión.2023-07-1100 min

The Investor DownloadThe countries set to benefit from the globalisation resetThe 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...2023-07-0621 min

The Investor DownloadWhat the end of emerging markets rate hiking cycle means for investorsEmerging 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...2023-06-2920 min

The Investor DownloadThe MinION helping to fight the next pandemicIt’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...2023-06-2221 min

The Investor DownloadCommodities: a geopolitical hedge in an uncertain world?Deglobalisation is happening. And commodity security has risen up the political agenda. So, what does this mean for the role of commodities in an investor’s portfolio? John Mensack will again be your host for today along with fund managers Jim Luke and Malcolm Melville. They'll talk through what globalisation did for the world economy, what we're seeing now and how investors should view commodities in the future. Their previous podcast about commodities in the age of the “3D reset” - the 3Ds being decarbonisation, deglobalisation and demographics - was out last week so please give th...2023-06-1431 min

The Investor DownloadCommodities in the age of the 3D resetInvestors are facing a new set of financial market conditions. It’s being referred to as the The 3D Reset. Decarbonisation, deglobalisation and demographics will likely lead to higher inflation for longer, more active fiscal policy, a new world order challenging globalisation, a faster response to climate change and labour shortages driving technology investment. In brief, investors are being asked to consider what they've done for the last ten years and think about doing the opposite. In this podcast John Mensack chats with fund managers Jim Luke and Malcolm Melville about the impact on commodities of...2023-06-0831 min

The Investor DownloadHow a sausage maker became a 200 bagger since 1991Adam Couch, the CEO of food producer Cranswick, joins the pod. You may not have heard of the name but you will have certainly consumed some of Cranswick's products, particularly if you are a fan of sausages. £10,000 invested in Cranswick in 1991 (when Adam joined the business) is worth over £2.3m today (with dividends reinvested), more than a 200x return. Cranswick has achieved this while operating in a competitive industry not known for delivering strong financial returns. So we wanted to know the secret sauce that makes Cranswick such a UK success story. This podcast is pa...2023-06-0124 min

The Investor DownloadIs hydrogen really the solution to net zero?Hydrogen, the combustible gas responsible for the Hindenburg disaster, is being seen by some as a panacea for net zero. But how practical is it for the world to adopt such a complex and dangerous fuel as a major clean energy alternative? Kristian Hoeg Madsen, Co-Head of Hydrogen Investment at Schroders Greencoat, joins the pod to shed some light on the complex world of hydrogen and how likely it is to be the solution to net zero. RUNNING ORDER: 02:04 Part one: Why hydrogen now? 06:46 Part two: Is hydrogen actually the answer t...2023-05-2519 min

The Investor DownloadHow microfinance helps shape an economyHerjola Spahiu used to be a banker. But when the global financial crisis struck she turned her attention to the people that needed help the most. Through microfinancing her company NOA invests millions of euros into projects across Albania from farming to boat building. In this episode we learn about Herjola's journey in microfinancing. We also speak to Daniel Perroud, whose firm Blue Orchard is one of the many investors that finance the microfinanciers. RUNNING ORDER: 02:47 - Part one: what's microfinancing all about? 06:09 - Part two: the challenges facing microfinance 2023-05-1815 min

The Investor DownloadHow to avoid investing in companies like EnronIf you haven’t listened to the previous episode with Bethany McLean on the fall of Enron then please do. Because in this short episode we speak to fund manager Juan Torres Rodrigues, who interviewed Bethany. We pick up some of the points Bethany makes throughout the pod and discuss some of the techniques Juan uses when he invests to try to avoid investing in companies such as Enron. You can listen to the other two episodes in our short-selling series: Enron: the anatomy of a scandal in the words of the woman wh...2023-05-1114 min

The Investor DownloadEnron: the anatomy of a scandal in the words of the woman who broke the storyAt the turn of the millennium and the dot com bubble burst Enron, from seemingly nowhere, became the biggest corporate fraud in history. Bethany McLean, the journalist who broke the story after a tip-off from activist short-seller Jim Chanos, joins the pod to discuss how it all unravelled and what we've learned 23 years on. Remember to download my follow up episode with Juan Torres Rodrigues to find out how an investor puts plans in place to try to avoid making the mistake of investing in companies like Enron. Also, listen to the other...2023-05-1148 min

The Investor DownloadThree rules of investing in a recessionRecession is a word that seems to have fallen off the radar of some investors in recent months, having been a hot topic last year. However, it’s back, with inflation stubbornly high and central banks still raising interest rates. So, Tina Fong, a strategist at Schroders, joins the show to discuss the potential impact of a recession on markets and the three rules investors should consider when investing in a downturn. RUNNING ORDER: 02:43 - Part one: Rule 1 - safety first but don’t miss the re-rating in the market 11:29 - Part...2023-05-0419 min

The Investor DownloadHow bad is the inflation problem?Last week UK inflation data spooked markets. Along with inflation numbers in the US and Europe it got investors asking whether or not inflation is becoming embedded. I spoke with my colleague and Chief Economist Keith Wade about why inflation remains stubbornly high, what more can be done about it and what it likely means for the economy and investors. RUNNING ORDER: Part one: 00:57- What is going on with UK inflation? Part two: 05:45 - Are we seeing inflation expectations splinter? Part three: 17:15 - How concerned should investor be?2023-04-2721 min

The Investor DownloadEverything you ever wanted to know about short selling but were afraid to askIn the second in our series on short selling we speak to Andrew Dreaneen, Head of Alternatives. We cover the basics of short selling, its pros and cons and why it's not for the feint of heart. RUNNING ORDER: 01:21 - Part one: What is short selling? 04:23 - Part two: Pros and cons of short selling 09:43 - Part three: How to best use short selling NEW EPISODES: The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use...2023-04-2017 min

The Investor DownloadWhat the future of renewable investment might look likeRenewable energy growth has been slowing yet demand is rising and investment is soaring. It a confusing picture for investors. So what exactly is going on? David Boyce, CEO for Schroders Greencoat North America, joins the pod to clear up the state of play in the renewables market, what the challenges are and the key investment themes over the 18 months. RUNNING ORDER: 00:24 - Part one: clearing up the confusing renewables picture 07:23 - Part two: the challenges and opportunities facing the energy transformation and the major players in it 17:55 - Part three...2023-04-1322 min

The Investor DownloadCould real estate be the next domino to fall in the banking crisis?What started as a crisis with some small banks in the US has spread to Europe and there are concerns it could spill into the real estate sector. Fund manager Tom Walker joins the pod to help explain what's going on and whether real estate investors should be concerned. RUNNING ORDER: 02:00 - Part one: the threat to the real estate sector 09:55 - Part two: how much trouble is the real estate sector in? NEW EPISODES: The Investor Download is available every Thursday and will be released at 1700...2023-04-0420 min

The Investor DownloadHunting for ”30 baggers” - how the UK beat the USDespite some high profile UK firms decamping to the US stock exchange in search of better valuations, historically the UK has produced a far greater share of "30 baggers". Fund manager Jean Roche and analyst James Goodman join the pod to discuss what a "30 bagger" is, where to find them and what they might have in common. You can read James's related article on "10 baggers" and "30 baggers" at schroders.com/insights RUNNING ORDER: 01:19 - Part one: what's a "30 bagger" 05:54 - Part two: how the UK outperformed the US 14:23...2023-03-3025 min

The Investor DownloadThe crisis in democratic capitalism with Martin WolfWe sit down with Martin Wolf, Chief Economics Commentator at the Financial Times, to discuss "the crisis of democratic capitalism". We’re discussing the potential fallout from the challenge being presented to democracy and market capitalism by authoritarian alternatives to the former and state-led alternatives to the latter. It’s a fascinating listen with some potentially unsettling consequences but also positive outcomes depending on how it plays out. The views expressed in the podcast are those of Martin Wolf and not Schroders. RUNNING ORDER: 01:00 - Part one: The crisis of democratic capi...2023-03-2336 min

The Investor DownloadContagion or contained? What the US banking crisis means for investorsSilicon Valley Bank (SVB) was one of three US banks to fail in the past week. It sent shockwaves through financial markets and once again raised questions about the health and stability of the financial sector. Banking analysts Justin Bisseker and Andre Reichel join the pod to discuss what happened at SVB, how safe the banking sector is and what the outcome might be for investors. This show was recorded at 3pm UK time on March 14, things may have changed by the time you listen. RUNNING ORDER: 03:12 - Part one: what...2023-03-1642 min

The Investor DownloadMuddying the waters: the story of an activist short sellerIn the first in a series of shows related to short selling we speak to Carson Block, founder of Muddy Waters Research, an activist fund manager. Carson takes us through his life to help explain why he's willing to risk his livelihood and reputation to take down fraudulent businesses. Look out for more on our short selling series in the coming weeks. This interview was edited down from a longer chat with Carson on our sister podcast The Value Perspective where you can listen to the full interview. RUNNING ORDER: 2023-03-0922 min

The Investor DownloadWhy active ownership matters in a warming worldCarol Storey, Climate Engagement Lead, and Jonathan Fletcher, Emerging Market Fund Manager and Head of EM Sustainability Research, explain why investors care about climate transition plans – and how they influence companies over them. RUNNING ORDER: 02:02 - Part one: Why net zero plans are important and what companies are doing to get there 09:20 - Part two: Engagement in 2023 and current trends 17:29 - Part three: The challenges of the transition and emerging markets NEW EPISODES: The Investor Download is available every Thursday and will be released at 1700 UK time. Yo...2023-03-0225 min

The Investor DownloadHow to bring ghost towns back from the deadSome of the High Street's biggest names have deserted the UK's town centres over the last few years. It has left a void at the heart of many communities and has been exacerbated by a housing crisis. Chris Santer and Lydia Merry, fund managers at Schroders Capital, join the pod to discuss the problem facing developers regenerating the UK's town centres and the role private finance can play in helping to solve the issue. RUNNING ORDER: 04:02 - Part one: a crisis on the high street 09:54 - Part two: who's filling the...2023-02-1621 min

The Investor DownloadThe ”regime shift”: what is it and how will it impact us all?The world we’re living in today is markedly different to the one we lived in three years ago. The pandemic and war in Ukraine has accelerated trends that begun with Brexit and the election of Donald Trump. And an old foe has returned to confront major economies around the world: inflation. We’re facing a new era; one in which central banks fight inflation, governments are more fiscally active and a new world order challenges globalisation. At the same time, technological innovation is accelerating and the battle against climate change is intensifying. Schroders’ Global Chief In...2023-02-0926 min

The Investor DownloadThe challenges facing the electric vehicle industry two centuries in the makingDemand for electric vehicles is soaring but problems ranging from batteries to chips, charging and the cost of cars could see the momentum the industry has built up stall. Sound familiar? That was the story of electric cars 130 years ago and amazingly, the same story today. Listen to Schroders' team of small cap analysts tell the story of the history of the electric car, the issues the industry faced then, the similarities today and where the opportunities lie for investors. RUNNING ORDER: 04:17 - Part one: A brief history of the electric vehicle 2023-02-0225 min

The Investor DownloadIs the end nigh for 2% inflation targets?With central banks still wrestling to get inflation under control we pose the question: is now the time to ditch 2% targets? Economist George Brown joins the pod to discuss the origins of the 2% target, the pros and cons of doing away with it and the outlook for inflation. RUNNING ORDER: 00:21 - Part one: why 2%? 03:18 - The pros and cons of getting rid of 2%? 10:32 - The outlook for inflation NEW EPISODES: The Investor Download is available every Thursday and will be released at 1700 UK time. You...2023-01-2619 min

The Investor DownloadGlobal risks for 2023: what we learned and how we’re dealing with themJust when you thought that things couldn’t get much more fraught than the last two years, the World Economic Forum (WEF) releases their global risks for 2023. We speak to sustainability specialists Andy Howard and Sarah Woodfield about the risks investors are facing and how they might approach them in their investments. For more information: https://www.schroders.com/en/insights/economics/the-most-severe-global-risks-over-two-and-10-years-wef/ RUNNING ORDER: 03:11 - Part one: What are they and how seriously should investors take the WEF global risks report? 09:42 - Part two: A pl...2023-01-1926 min

The Investor DownloadThe problem with biases affecting our central bankers with Edward ChancellorHappy New Year and welcome back to the Investor Download podcast. We’re kicking off 2023 with historian Edward Chancellor. You may know him as the author of Devil Take the Hindmost: A History of Financial Speculation, written in 1999, two years before the dotcom bubble burst, or as the author of Crunch Time for Credit? written in 2005, right before the global financial crisis. You might be sensing a pattern here. His new book,The Price of time: the real story of interest, is available now. Our colleagues at The Value Perspective podcast sat down with Edward to discuss hi...2023-01-1222 min

The Investor DownloadRegime shift, inflation and systemic risk: Outlook 2023Russia's invasion of Ukraine. Energy crisis. 40-year high inflation. Upheaval in British politics. Crypto catastrophe. Just a few of themes that dominated the economic and investment world this year. But what about 2023? Johanna Kyrklund, Chief Investment Officer, and Keith Wade, Chief Economist look ahead to the potential themes driving markets and the economy next year. RUNNING ORDER: 03:26 - Part one: Inflation 11:50 - Part two: Regime shift and systemic risk 22:11 - Sustainability and round-up NEW EPISODES: The Investor Download is available every Thursday and w...2022-12-2028 min

The Investor DownloadHow central banks are trying to wean investors off decades of supportAs the Federal Reserve continues to raise rates to quell inflation, are we seeing an end of an era where policymakers will do "whatever it takes" to save markets and the economy? Adam Farstrup, Head of Multi-Asset Americas, joins the pod to discuss FED policy and the regime shift taking place. 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:2022-12-1519 min

The Investor DownloadWill we see a “Paris moment” for nature at COP15?The dramatic agreement struck at the close of COP 27 has set the platform for policymakers at COP15 to seal the most important deal for nature in history. Whether they can strike that deal remains to be seen. Catherine Macaulay, a Sustainable Analyst, and Niall Smith, and ESG Data Analyst, join the pod to discuss COP 15, why nature and biodiversity have become such a big agenda item and why it's so important for investors. Useful links: UN Climate Champions website (external) RUNNING ORDER: 02:52 - Part one: What is COP15 trying to achieve...2022-12-0819 min

The Investor DownloadWhat now for China?Protests are raging across China against the ruling party and Covid lockdowns. China specialist and resident Jonathan Anderson joins the pod to look at what's going on in China, what next for the economy and how its fortunes might affect the global outlook. RUNNING ORDER: 00:21 - Part one: The building crisis 04:08 - Part two: Economic troubles 13:38 - Part three: What next for China? 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...2022-12-0121 min

The Investor DownloadWhat the DOL’s ruling on ESG means for investorsA major ruling by the Department of Labor (DOL) in the US has removed the final ESG (environmental, social and governance) investment barrier, allowing for greater consideration of ESG factors within retirement plans. Lazaro Tiant, Investment Director for Sustainability at Schroders, joins Ron Insana, Senior Advisor to Schroders and CNBC contributor, to discuss the DOL's ruling and what it means for US and global investors. 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.p...2022-11-2915 min

The Investor DownloadWhat the energy grid of the future might look likeWe'd all like a cleaner and greener future but the reality is we're going to have to make compromises. War in Ukraine and a rag-tag energy infrastructure means that in the short-term, at least, our energy sources will remain mixed. Schroders Greencoat's Saad Qais joins Ron Insana, Senior Advisor to Schroders and CNBC contributor, to discuss fuels of the future, where investment is flowing right now and the path to that greener and cleaner future. NEW EPISODES: The Investor Download is available every Thursday and will be released at 1700 UK time. You can...2022-11-2420 min

The Investor DownloadAre we really on a ”highway to climate hell”?At COP27 United Nations Secretary General Antonio Guterres said: “Humanity is on a highway to climate hell with its foot on the accelerator.” But can we get off the "highway to climate hell"? After attending COP27 Maria Teresa Zappia, Deputy CEO of Blue Orchard, sees challenges and opportunities. Listen to Maria Teresa and Schroder Capital's climate specialist Holly Turner give their verdict on COP27 on the latest Investor Download. RUNNING ORDER: 01:48 - Part one: Will the 1.5C target be abandoned? 11:12 - Part two: Is the climate war turning into a battle betw...2022-11-1726 min

The Investor DownloadEast bound but not downLike the rest of world emerging markets have suffered in 2022. Markets have fallen around 17% and concerns remain over China and the knock-on effect effect of soaring US dollar and inflation. To explain what's gone on and what might happen next Tom Wilson, Head of Emerging Market Equities, joins Ron Insana, Senior Advisor to Schroders and CNBC contributor. RUNNING ORDER: 00:45 - Part one: The challenges facing emerging markets 05:42 - Part two: The China conundrum 15:33 - Part three: Opportunities in emerging markets NEW EPISODES: The Investor Download...2022-11-1024 min

The Investor DownloadWhy the outcome of the US midterms matters for marketsThe race to control the House and the Senate in the US remains too close to call and the outcome could have a significant impact on markets and the economy. George Brown, an Economist at Schroders, talks us through why the midterms are so important, what the likely outcome might be and why the matter for investors. RUNNING ORDER: 01:36 - Part one: Why the midterms are so important 07:38 - Part two: What's the most likely outcome for the midterms? 12:54 - Part three: Why midterms matter for markets ...2022-11-0318 min

The Investor DownloadCOP27: What does it take to be a climate leader?What do companies need to do to stay ahead of the pack when it comes to climate change? Portfolio managers Simon Webber and Isabella Hervey-Bathurst join the pod discuss everything from net-zero to greenwashing and why being a climate leader will matter to investors. This is the first in a series of podcasts which we will be releasing during the United Nations Climate Change Conference, otherwise known as COP27. They will drop alongside our usual content. RUNNING ORDER: 01:09 - Part one: What do we mean by net zero and what must be done?2022-11-0120 min

The Investor DownloadRussia special with Jon AndersonAs Russia's assault on Ukraine once again intensifies we speak to Jon Anderson, a former Goldman Sachs and International Monetary Fund economist and China, Russia and emerging markets specialist, about the political and economic situation in Russia, it's place in the world right now and what effect events in the west are having on emerging markets. RUNNING ORDER: 01:08: Part one - How is Russia's war in Ukraine going? 07:43: Part two - Where is Russia's place in the world right now? 12:12: Part three - how have events in the west affected emerging...2022-10-2719 min

The Investor DownloadMegatrends of the future with Dr. Ayesha KhannaWow! It has been another astonishing week in UK politics. However, to give everyone respite from all the chaos we have a chat with Dr Ayesha Khanna, co-founder and CEO of Addo and specialist in AI and data. Dr Khanna joins the pod to discuss what future might look like from where and how we live to the metaverse and beyond. I promise it is a fascinating discussion. We will be back with more on the developments in the UK and elsewhere. But for now, transport yourself to another world somewhere in the not too distant future.2022-10-2029 min

The Investor DownloadOnce burned, twice shyAdam Farstrup, Head of Multi-Asset, Americas, joins Ron Insana, Senior Advisor to Schroders and CNBC contributor, to discuss the Fed’s fixation on avoiding the mistakes of Arthur Burns, Former Chair of the Fed, as well as market turmoil and whether to turn the risk spigot on or off. 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: ma...2022-10-1322 min

The Investor DownloadWhat’s the cure for bond markets’ hangover?Fixed Income investor Andy Chorlton joins the pod to discuss the events in bond markets over the last week. We'll find out exactly what happened, what effect it might still have on broader markets and where’s left for nervous investors to put their money. RUNNING ORDER 01:54 - Part one: A week in the life of a bond investor 18:29 - Part two: Should we worry about broader contagion? 22:13 - Part three: Where's safe to invest? NEW EPISODES: The Investor Download is available every Thursday and will be re...2022-10-0627 min

The Investor DownloadWhat US investors really think of ESGWhitney Sweeney, Sustainability Investment Director, joins Ron Insana, Senior Advisor to Schroders and CNBC Contributor, the findings of a new survey which illustrates the difference between investors in the US and other parts of the world. The findings are from Schroders’ Global Investor Study 2022, the bellwether annual survey which highlights trends based on the answers and opinions of more than 23,000 investors in 33 locations. Data was gathered between February and April. NEW EPISODES: The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use th...2022-09-2910 min

The Investor DownloadEmergency pod: Will the UK’s economic gamble work?The UK pound has fallen to record lows and the cost of servicing its debt spiralled higher after the government announced a raft of unfunded tax cuts. Markets are volatile. To make sense of what’s happened and what next, we spoke to Azad Zangana, an economist at Schroders. This podcast was recorded at 2pm UK time on September 27, things may have changed by the time you listen. 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 UR...2022-09-2823 min

The Investor DownloadWhy we need to embrace a stronger dollarA strengthening dollar has exacerbated inflation and it looks set to stay that way. Robbie Boukhoufane, a Fund Manager at Schroders, joins the pod to discuss why the dollar is set to remain strong, it's effect on the global economy and how investors might embrace it. RUNNING ORDER: 01:26 - Part one: Why is the dollar so strong? 07:42 - Part two: Should we worry about a strong dollar? 12:03 - Part three: What does a stronger dollar mean for investments? NEW EPISODES: The Investor Download is available every Thursday...2022-09-2216 min