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: it's all about finding hidden gems 09:19 - Part three: what markets return when investing at all time highs NEW EPISODES: The Investor Download is available every ..read more

Today's show is the latest in our series of Mid 250 podcasts where we speak to CEOs of some of the biggest names listed on the UK's mid-cap stock exchange.   Today, James Goodman and Jean Roche speak with Nick Jefferies, the CEO of discoverIE, which designs and manufactures customised electronic components for industrial applications.   Since Nick Jefferies became CEO, discoverIE's share price has risen 15 times. James and Jean want to know how Nick's engineered the company's success.   RUNNING ORDER:   00:59 - Part one: where it all began 10:56 - Part two: the challenge of ..read more

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 agriculture. Matthew argues that it's difficult to see renewable energy as the sole to our energy issues and that more should be spent on developing nuclear energy. This ..read more

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: Potential solutions 10:23 - Part three: how it's affecting investments NEW EPISODES: The Investor Download is available every other Thursday and will be released at 1700 U ..read more

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 of the real estate sector 03:57 - Part two: how the real estate sector story changed 11:24 - Part three: the changing face of global cities NEW EPISODES: The Investor ..read more

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: Schroderspodcasts@schroders.com find us on Facebook send us a tweet: @Schroders using #investordownload READ MORE: Schroders.com/insights LISTEN TO MORE: schroders.com/theinv ..read more

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 speaking to you then.  RUNNING ORDER:  00:37 - Part one: the good and bad surprises of 2023 03:06 - Part two: what to expect in 2024 09:15 - Part three: the know ..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 with fund manager James Luke. We discuss what's happening with gold and what the future might hold. RUNNING ORDER: 02:48 - Part one: how we got to where we are 07:1 ..read more

Artificial intelligence and technology are proving to be the 21st century’s greatest dilemma. Michael Bhaskar is a former consultant writer in residence at DeepMind, a British-American artificial intelligence research laboratory. He is also the co-author of a brand new book called The Coming Wave, which is all about the potential impact of AI and tech. In this interview with Schroders' CEO Peter Harrison, they discuss the threats and opportunities posed by AI and how it might shape civilisation this century. Also involved in the interview are Nils Rhode, Chief Investment Officer of Schrod ..read more

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.  RUNNING ORDER: Part one - 00:53: forecasting and the illusion of knowledge Part two - 08:46: meeting companies, outsmarting everyone, short-term horizons Part three - 15:23: believing everything you read and group thinking NEW EPISOD ..read more