The Investor Download

Dec 12 2024 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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The company fending off big gorillas and returning 159% in seven years - who could it be?

Dec 12 2024 42 mins

This pod is an interview with a CEO doing wonders with his company and its share price, which has beaten the S&P 500 total return, since he took over. He's done this all whole the 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 a

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:

Re-imagining retirement - shifting mindsets and managing risks

Sep 05 2024 20 mins

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

Trouble with the Fed two decades in the making

Aug 22 2024 15 mins

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 st

Investor Download Live: fixing the carbon market crisis with Treefera CEO Jonathan Horn

Aug 08 2024 19 mins

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