The Investor Download

With 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, emerg...

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 Pens...

For investors in the theme of disruption, the early days of 2025 have been one for the ages. Topping the list of disruptive events for markets was the emergence of DeepSeek.

Few could have predicted the shake up in markets the small Chinese AI startup triggered. But a few weeks on how much has changed and what have investors learned from the experience. We sit down with Paddy Flood, an investor in the theme of disruption, and Ankur...

After more than a decade inflation and rising interest rates have breathed new life into fixed income markets. Fund manager James Ringer joins the show to discuss what it all means for the role of fixed income in investors' portfolios.

RUNNING ORDER:

02:22 - Part one: Interest rates and the yield curve

06:07 - Part two: Known unknowns and volatility

11:06 - Part three: The role of fixed income in this new world

NEW EPISODES:

The In...

On this show we’ll be discussing what the circular economy is, why it’s not just about recycling and how investors could potentially benefit from it with fund manager and circular economy expert Jack Dempsey.

RUNNING ORDER:

01:20 - Part one: a short history of the circular economy

05:47 - Part two: investing in the circular economy

09:59 - Part three: the pros and cons of investing in the circular economy

NEW EPISODES:

The Investor...

Happy 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 believ...

John 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 Heli...

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 se...

Raghuram 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 wh...

"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 ...

The increasingly complex demands of a global population that is growing older, richer and sicker is driving rising demand for healthcare services.

Yet the biotech sector, which includes companies that could provide many of the solutions to the problems being created by ageing populations, has been languishing.

In this show, I’m joined by fund managers Ailsa Craig and Marek Poszepczynski . We look at why the biotech sector has been ...

Janesville, 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....

Despite 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...

From 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 - Par...

Looking 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 pit...

In 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 a...

Jonathan 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 - ...

It'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 ...

There 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:

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