The Investor Download

Mar 06 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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Have you got the minerals?

Mar 06 2025 62 mins  
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 el

Disrupting the disruptors: the DeepSeek fallout

Feb 20 2025 17 mins  
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

A new era for fixed income investors

Feb 06 2025 15 mins  
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

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