The Investor Download

Jan 23 2025 100 ep. 23 mins 51
The Investor Download Podcast artwork

Financial markets and the economy explained with a little help from the people inside Schroders.

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Everything you wanted to know about the circular economy but were afraid to ask

Jan 23 2025 13 mins  
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 inves

What to expect in 2025

Jan 09 2025 17 mins  
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 Pr

The art of investing with John Armitage

Dec 26 2024 25 mins  
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 an

The company fending off big gorillas and young upstarts - who could it be?

Dec 12 2024 42 mins  
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: Epis

The hidden fractures threatening our economy

Nov 28 2024 17 mins  
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 o

An investor's guide to a Trump White House

Nov 14 2024 10 mins  
"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

Is the biotech sector showing signs of life?

Oct 31 2024 20 mins  
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 Poszep

Janesville: The decline of the American Dream

Oct 17 2024 28 mins  
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 Th

How to decarbonise your investments

Oct 03 2024 16 mins  
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

Chip war and the global battle for tech supremacy

Sep 19 2024 14 mins  
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 - Part one: