The Investor Download
Financial markets and the economy explained with a little help from the people inside Schroders.
Episodes
As 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...
Despite 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...
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 th...
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 agric...
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 Investmen...
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: Potent...
Tom Walker admits that getting anyone to have a discussion about real estate in recent years has been difficult. Then, at the end of 2023, that all changed. Now all anyone wants to talk about is real estate.
Tom's Co-Head of Global Real Estate at Schroders and he joins the pod to discuss how real estate went from a difficult conversation to have to the talk of the town.
RUNNING ORDER:
00:24 - Part one: the trials and tribulations o...
Former poker player Casper Berry gives advice on how investors might avoid some of the pitfalls that can lead them to making bad decisions in the coming year.
NEW EPISODES:
The Investor Download is available every other Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
mailto: Schroders...
Chief Investment Officer Johanna Kyrklund and Senior Economist Azad Zangana join the show to discuss the outlook for 2024. We cover everything from interest rates and inflation to artificial intelligence and the US election in just 15 minutes.
This is the final show of the year. We thank you for all your support and wish you a very happy and prosperous festive period and new year. We'll be back on January and look forward to speaki...
Welcome to a very special edition of The Investor Download where your host is Schroders’ CEO Peter Harrison – and the topic is all things AI.
Join Peter as he talks to Michael Bhaskar, one of the authors of The Coming Wave, a 2023 bestseller which critics have described as “vital”, “terrifying”, and “unmissable”.
Read more
The Federal Reserve gave the clearest indication yet that their aggressive tightening cycle is coming to an end, sending the price of gold to new highs.
For nearly 15 years, the relationship between gold prices and real returns on government bonds remained strong. Whenever interest rates rose and real rates on bonds turned positive, the gold price tended to fall. But then something went wrong.
Listen to the latest Investor Download...
James Montier is an author, a member of GMO’s asset allocation team and a partner at the firm. He also wrote the book on the seven sins of fund management.
In this episode, James takes us through the seven sins, which apply to all investors, not just fund managers. They’re even more relevant today, given the new era we’re entering of markets and the economy.
If you want to listen to the full interview then follow the link to our s...
Earth Overshoot Day - the date when humanity exhausts nature's budget each year – fell on August 2 in 2023. Worryingly, that date is getting earlier every year. So, how do economies keep growing without draining the earth of its natural resources?
One answer is the circular economy. For investors, it's a huge opportunity. In this show, analyst Joe Fernandes explores the circular economy as an investment theme with fund manager Jack...
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: hunt...
It’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: Wh...
Investment 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 corp...
Pets 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 ...
Given 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 tw...
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
...
Popular Podcasts
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
Anna Sale explores the big questions and hard choices that are often left out of polite conversation.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
If you can never get enough true crime... Congratulations, you’ve found your people.
A straightforward look at the day's top news in 20 minutes. Powered by ABC News. Hosted by Brad Mielke.