The Investor Download

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: a short history of the chip war

05:30 - Part two: the impact of the chip war

08:58 - Part three: the next phase

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: [email protected]

find us on Facebook

send us a tweet: @Schroders using #investordownload

READ MORE:

Schroders.com/insights

LISTEN TO MORE:

schroders.com/theinvestordownload

Important information.

This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.

Past Performance is not a guide to future performance and may not be repeated.

The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

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 pitfalls of chasing high returns without considering the risks, and discover the importance of adapting to ever-changing environments with confidence. 💡 Trust the process, expand your toolbox, and let's manage risks together.

Don't let uncertainty shake you - adapt to the environment and let's navigate these financial waters together. Ready to take the next step? Let's chat about creating a financial plan that grows with you. #Finance #RiskManagement #AdaptAndOvercome #FinancialFreedom #SmartInvesting #TrustTheProcess

RUNNING ORDER:

01:02 - Part one: Deconstructing decumulation

07:45 - How to approach decumulation in retirement

13:48 - Top three tips for retirement

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: [email protected]

find us on Facebook

send us a tweet: @Schroders using #investordownload

READ MORE:

Schroders.com/insights

LISTEN TO MORE:

schroders.com/theinvestordownload

Important information.

This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.

Past Performance is not a guide to future performance and may not be repeated.

The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

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 award-winning author of When Markets Collide. It won the FT Business Book of the Year in 2008. Go to ft.com/bookaward to find out all the latest news, including the 2024 longlist.

RUNNING ORDER:

01:31 - Part 1: When markets collide.

05:26 - Part 2: The shock. The mistake. The fallout.

08:41 - Part 3: the trouble with the fed.

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: [email protected]

find us on Facebook

send us a tweet: @Schroders using #investordownload

READ MORE:

Schroders.com/insights

LISTEN TO MORE:

schroders.com/theinvestordownload

Important information.

This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.

Past Performance is not a guide to future performance and may not be repeated.

The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

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 - Part two: how companies like Treefera are tackling the crisis

15:20 - Part three: the future state of the carbon market

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: [email protected]

find us on Facebook

send us a tweet: @Schroders using #investordownload

READ MORE:

Schroders.com/insights

LISTEN TO MORE:

schroders.com/theinvestordownload

Important information.

This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.

Past Performance is not a guide to future performance and may not be repeated.

The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

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 - Part two: the race for congress

11:50 - Part three: what it means for markets and the economy

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: [email protected]

find us on Facebook

send us a tweet: @Schroders using #investordownload

READ MORE:

Schroders.com/insights

LISTEN TO MORE:

schroders.com/theinvestordownload

Important information.

This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.

Past Performance is not a guide to future performance and may not be repeated.

The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

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:

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: [email protected]

find us on Facebook

send us a tweet: @Schroders using #investordownload

READ MORE:

Schroders.com/insights

LISTEN TO MORE:

schroders.com/theinvestordownload

Important information.

This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.

Past Performance is not a guide to future performance and may not be repeated.

The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

We have a very special guest for you this week. In the year of elections we thought we'd get a politician on the podcast, or at least a former politician. The Right Honourable Lord William Hague agreed to join us. Lord Hague's held many senior roles, including Leader of the House of Commons, but is best known as the Leader of the Conservative party, 1997-2001, and First Secretary of State and Foreign Secretary, 2010-2014. He now pursues a wide range of business and charitable activities.

For those suffering from election fatigue, don't worry, this isn't a podcast about elections and we only briefly touch on politics. This is a conversation about the global forces steering markets and the economy. I wanted to know what's really happening behind closed doors when policymakers and business leaders meet to discuss the events that are shaping the world. We discuss ageing populations, AI, climate change and deglobalisation. Lord Hague was a delightful guest and I hope you enjoy the chat.

RUNNING ORDER:

01:32 - Part one: looking forward to a longer working life?

07:58 - Part two: Are policymakers and business leaders at loggerheads over climate change?

12:22 - Part three: deglobalisation and the fight to control the effects of AI

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: [email protected]

find us on Facebook

send us a tweet: @Schroders using #investordownload

READ MORE:

Schroders.com/insights

LISTEN TO MORE:

schroders.com/theinvestordownload

Important information.

This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.

Past Performance is not a guide to future performance and may not be repeated.

The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

Leo Quinn is the CEO of infrastructure firm Balfour Beatty. He joined as a graduate but left to explore other opportunities and learn new skills. As a problem solver he was re-hired by Balfour in 2014 and became chief executive the next year. Since then, the company has grown in strength.

On the latest mid 250 podcast, Leo joins hosts Jean Roche and James Goodman. They discuss Leo's journey to becoming CEO and what he did to help fix some of the problems befalling Balfour Beatty.

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: [email protected]

find us on Facebook

send us a tweet: @Schroders using #investordownload

READ MORE:

Schroders.com/insights

LISTEN TO MORE:

schroders.com/theinvestordownload

Important information.

This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.

Past Performance is not a guide to future performance and may not be repeated.

The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

A very, very late change to the schedule this week but it's a welcome one too.

My colleagues Vera German and Jade Zhang had the opportunity to speak to legendary Emerging Markets investor Mark Mobius on the Value Perspective, our sister podcast, and we thought it would be rude not to share that with you.

Mark founded Mobius Capital Partners in 2018 following a three-decade tenure at Franklin Templeton where he managed over $40 billion in Emerging Markets’ portfolios.

Mark has experience of the opening up of various markets including Russia. He talks about what’s changed and remained the same throughout his career; understanding company culture; the impact of AI on Emerging Markets development; and the concept of a new Cold War. It's worth saying the views expressed in the podcast are Mark's and not Schroders. Enjoy!

RUNNING ORDER:

01:22 - Part one: Emerging markets - the early years

14:04 - Part two: AI and China

28:02 - Part three: Outlook for a multi-polar world

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: [email protected]

find us on Facebook

send us a tweet: @Schroders using #investordownload

READ MORE:

Schroders.com/insights

LISTEN TO MORE:

schroders.com/theinvestordownload

Important information.

This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.

Past Performance is not a guide to future performance and may not be repeated.

The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

For years investors have been asking, does engagement matter and if so, how does it affect financial returns?

So I sat down with my colleague, Olga Cowings who has been looking to answer those questions.

In this show we’ll look how investors engage with companies, whether companies actually listen and how that might affect returns.

RUNNING ORDER

00:53 - Part one: what is the relationship between engagement and returns?

08:49 - Part two: how engagement works in practice

17:08 - Part three: the future of engagement

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: [email protected]

find us on Facebook

send us a tweet: @Schroders using #investordownload

READ MORE:

Schroders.com/insights

LISTEN TO MORE:

schroders.com/theinvestordownload

Important information.

This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.

Past Performance is not a guide to future performance and may not be repeated.

The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.