Podcasts about Past performance

We bring you this episode of the Value Perspective from the floor of the New York Quality Growth Conference. We relish the opportunity to reach across the proverbial aisle and chat with growth investors. We chat with returning guest Fabio Cecutto from Willis Towers Watson, David Souccar from Vontobel, Siddharth Jain from GQG Partners, Christopher Rossbach from J Stern, Stephen Pizenberg from Boyden, Stephen Clapham from Behind the Balance Sheet, James Bullock from Lindsell Train, Angela Wu from Artisan Partners, and Paula Robinson also from Willis Towers Watson. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.

In this episode in our Allocator's Edge mini-series of the Value Perspective we're joined by Erika Olson, a Managing Principal and Director of Public Markets Manager Research at Meketa Investment Group. Erika plays a central role in shaping Meketa's public markets' research, overseeing manager selection and delivering results for institutional investors. Meketa is an independent, employee-owned firm founded in 1978. It provides customised investment solutions for a diverse group of clients, including public pension plans, corporations and multi-employer funds. In this episode, we discuss Erika's insights on the craft on fund manager selection; the lessons she has learnt over two decades in the field; and how Meketa balances qualitative judgement with quantitative rigour. We also explore current areas of focus withing public markets and Meketa's perspective on Emerging Markets, amid growing pressure to exclude China from the asset class. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

In this episode of The Value Perspective, we're joined by Harvey Sawikin, founder of the American hedge fund Firebird. Harvey and his team were among the first Americans to venture into the Russian market during the voucher auctions of 1993 and 1994. Beyond his impressive financial career, Harvey is also an accomplished writer, having penned a novel Rick Green, Esquire in the 1990s that received positive reviews in the New York Times. He currently shares his views on his Substack, The Falling Knife. In this episode, we delve into the inception of the first Emerging Markets hedge fund; strategies for raising capital for a novel asset class; Harvey's perspective on the likelihood of Russia invading Ukraine back in January 2022, given his 30 years of experience in the region; predictions for the region's short to medium term future; and finally, the moral implications of achieving short term peace without consequences for Russia. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

In this episode of the Value Perspective, co-hosted by Arjun Murti, we're honoured to welcome Niall MacDowell. Niall is a professor at Imperial College London, a Chartered Engineer and a Fellow of the Royal Society of Chemistry. He is a public and private sector consultant and recently contributed to the UK's Net Zero strategy. In this episode, we explore the growing sense of exhaustion in the climate change debate and unpack how Net Zero targets were established despite being nearly impossible to achieve. We take a closer look at the decision-making frameworks guiding solar energy adoption and discuss why economic prosperity and human welfare, especially in the developing world, must be part of the climate conversation. Finally, we examine the true cost of adaptation in the rapidly changing world. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

In this coaching session, brain nutritionist and podcast host Laurie Hammer, though comfortable on video, feels less so speaking in person. She worries she'll say something incorrect, bore her audience, and wonders if she has anything new to say that's different than others in her field. She also would like to regain confidence she once had and lost, about singing in public.We come up with strategies and mindset shifts to address these concerns. We also explore the root causes of her loss of confidence around singing in public as well as performance strategies to stay focused when emotions arise when singing music that's moving you to tears. By the end, the level of activation from these past performing experiences has substantially diminished.Click here to check the full show notes.

Donald Trump's Liberation Day roiled markets and caused a seismic shift in expectations for global trade and the economy. His subsequent 90-day pause on tariffs and perennial hunt for deals have created uncertainty and left investors wondering, what next? In this webinar, we'll discuss just that. Bob Kaynor, our Head of US Small and Mid Cap Equities, gives his insights from the frontline on both Wall Street and Main Street. Alex Tedder, CIO (Equities), will reflect on where to find opportunities under the new world order. Finally, George Brown, our Economist, will discuss the effect Trump's policies may have on the broader economy. Stu Podmore, Investment Propositions Director, will be your host. 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/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.

Welcome to this special episode of TVP, where Juan and Andrew Williams will take you behind the scenes of the New York Value Conference. Recorded live on the conference floor, just as we've done in the past at the London Value Conference in the London Quality and Growth Conference. We are fortunate to line up an incredible slate of guests ranging from those who presented on stage to attendees at the conference itself.   In today's episode, we were joined by some stalwarts and rising stars in the value investing world, including David Salem from Hedgeye Risk Management, returning guest Django Davidson from Hosking Partners, David Samra from Artisan Partners and David Iben from Kopernik Global Investors. You also hear from Jonathan Boyar of Boyar Value Group, Anand Vasagiri from Artisan Partners, C.T. Fitzpatrick from Vulcan Value Partners and two more returning guests, Jim Osman from the Edge Group and Andrew McDermott from the Mission Value Partners. We also sat with Samantha McLemore from Patient Capital Management, Bob Robotti from Robotti & Company. And finally Richard Pzena from Pzena Investment Management - rounding out an episode packed with insights from some of the most respected names in the value investing space. And of course, a huge thank you to Robert Hunter for inviting us all the way to New York and making this possible. NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: Send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.   Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.   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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.

In this Allocator's Edge episode of the Value Perspective we're joined by Greg Dean, the founder of Langdon Equity Partners, an asset management firm he launched just two and a half years ago after an impressive career at Cambridge Global Asset Management. This is the first in at least four episodes where we will dive deep into the challenges of launching an asset management business, exploring the tough decisions risks and insights that come with setting up a boutique firm. We discuss Greg's journey in building Langdon Equity Partners, the thought process behind going independent and the obstacles he faced along the way. From avoiding hindsight bias in decision making to understanding why small cap stocks hold their appeal in today's market, Greg shares his expertise on everything from global small cap strategies to the ongoing battle between active and passive management. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

Every sales leader has heard the mantra: “Pipeline cures all.” But what if that's only half the truth? In this episode, Matt Carey, SVP of Global Sales at FIS, breaks down why more pipeline isn't always the answer—the right pipeline is. He shares hard-earned lessons from leading sales teams at Oracle, SAP, and FIS, explaining how top-performing organizations prioritize quality over quantity, measure pipeline health beyond raw coverage, and avoid common forecasting pitfalls.Matt also explores the real role of frontline managers, not as super reps, but as force multipliers who elevate their teams. He discusses hiring strategies that separate true performers from resume fluff, the importance of post-mortem loss reviews, and why most companies still get coaching wrong. Whether you're a CRO, VP of Sales, or a frontline manager looking to level up, this conversation is packed with insights that will change the way you build and manage your pipeline.Top Takeaways:Pipeline Quantity vs. Quality – More pipeline doesn't guarantee success; leaders must focus on the right pipeline by assessing deal quality, aging, and true viability.The Problem with "Just Add More Pipeline" Thinking – Sales teams often flood CRMs with unqualified deals to meet coverage targets, leading to bloated and misleading forecasts.Why Frontline Managers Must Stop Being Super Reps – The best managers don't just close deals for their teams; they enable reps to develop the skills to win consistently.Hiring Based on Past Performance, Not Promises – Great sales hires have a history of winning, regardless of industry or background; track record matters more than potential.Loss Reviews Are More Valuable Than Win Reviews – Studying why deals were lost provides deeper insights into messaging gaps, pricing misalignment, and product fit issues.How Sales Leaders Sell Internally – At higher levels, sales leaders spend as much time selling internally for budget, resources, and strategy alignment as they do selling to customers.Coaching Needs a System, Not Just Good Intentions – Too many one-on-ones are either deal reviews or therapy sessions; real coaching needs structure, accountability, and a focus on skill development.Managing a Global Sales Team Requires Cultural Awareness – Sales leaders must adapt their messaging and approach across markets, respecting regional differences in business etiquette and buying behavior.The Shift from Tactical to Strategic Leadership – Senior sales leaders must move beyond the day-to-day deal cycle and focus on long-term market positioning, competitive threats, and team scalability.Why Sales Leaders Must Track Trends, Not Just Deals – The best leaders analyze broader win-loss data, competitive shifts, and industry changes to refine strategy, not just react to individual deal outcomes.Ways to Tune In:Spotify: https://open.spotify.com/show/0Yb1wPzUxyrfR0Dx35ym1A Apple Podcasts: https://podcasts.apple.com/us/podcast/coach2scale-how-modern-leaders-build-a-coaching-culture/id1699901434 Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy50cmFuc2lzdG9yLmZtL2NvYWNoMnNjYWxlLWhvdy1tb2Rlcm4tbGVhZGVycy1idWlsZC1hLWNvYWNoaW5nLWN1bHR1cmU Amazon Music: https://music.amazon.com/podcasts/fd188af6-7c17-4b2e-a0b2-196ecd6fdf77 Podchaser: https://www.podchaser.com/podcasts/coach2scale-how-modern-leaders-5419703 YouTube: https://www.youtube.com/@Coach2Scale CoachEm™ is the first Coaching Execution Platform that integrates deep learning technology to proactively analyze patterns, highlight the "why" behind the data with root causes, and identify the actions that will ultimately improve business results going forward.  These practical coaching recommendations for managers will help their teams drive more deals, bigger deals, faster deals, and loyal customers. Built with decades of go-to-market experience, world-renowned data scientists, and advanced causal AI/ML technology, CoachEm™ leverages your existing tech stack to increase rep productivity, increase retention, and replicate best practices across your team.Learn more at coachem.io

In this episode of the Value Perspective we're joined by Nick Train, co-founder of Lindsell Train and a legendary figure in the investment world. Nick is the portfolio manager for UK equity portfolios and jointly manages Global equity portfolios. With over 40 years' experience, he made a name for himself as a high conviction buy and hold investor. This episode is co-hosted by the head of the Value Team Nick Kirrage and the newest member of our team, analyst Tom Grady. Tom is an experienced UK market investor with over 10 years in the field and brings a fresh perspective to this in-depth conversation. We dive into the UK market, exploring how to think in probabilities in a long-term investing process; the changes in the UK market in the last 25 years and what can be done to revive it; and why it's hard to see the quality of companies outside the US. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

With trade wars erupting around the world between the US and its competitors and tariffs being thrown around like confetti, some investors are predicting recession in the US. While Schroders' economists feel that view is a little too extreme, the sentiment towards the world's largest consumer economy is having an impact on markets globally. We're going to take look beyond major markets in the US and the UK and towards Europe, emerging markets and Asia to see how the current situation is affecting them and where opportunities might lie. In this show, my colleague Vera German, a value investor, will give her perspective from an emerging markets point of view. While Abbas Barkhordar, a Fund Manager, talks to us about the opportunities being presented in Asia. 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/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 this episode in our Allocator's Edge mini-series we welcome Craig Thomas, Chief Investment Officer of Verger Capital Management. In this role, he oversees all aspects of the firm's investment process, including asset allocation, portfolio construction and manager selection. Prior to co-founding Verger, Craig spent ten years performing similar investment duties for Wake Forest University's Office of Investments where he most recently served as Director of Investments. He also serves as a mentor with Girls Who Invest, is a board member of Disability Advocates of Northwest North Carolina, and has also served as an Advisory Board member to a number of investment partnerships. And if the name Verger Capital Management is ringing bells, it may be because the firm's CEO Jim Dunn was a guest on the podcast last year. In the episode we chat with Craig about putting Verger's 3 Ps into practice; the importance of portfolio diversification and liquidity in uncertain times; dealing with higher inflation and maintaining a focus on absolute returns; and finally, reasons to select and change fund managers. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.

Welcome back to part two of our special 150th episode celebration. If you haven't listened to part one yet, we highly recommend that you start there. In the first episode, we explored David Marcus's early years at Mutual Shares, his experience working with the legendary Michael Price, and his journey into deep value investing in the US and Europe. In this second episode, we continue our conversation with David, diving into the second half of his remarkable career. We cover his transition from stock-picker to operator; what it's like running a family office and managing permanent capital; whether value investing works outside the US and how deep value evolved in Europe in the 1990s and early 2000s; the role of passive and active investing in today's markets, and where mutual funds fit in; and finally we cover David's reflections on managing Michael Price's family office, after his passing. Once again, a huge thanks to Stacy Havener for making this introduction. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

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 electrified world and much more. Mark Walker, CIO of Coal Pension Trustees, joins the pod as co-host for the episode. But you'll hear from Schroders very own Juan Torres Rodriguez first, followed by Bob then Mark. Enjoy! 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/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 out 150th episode this week and we celebrate this milestone with a special two-part conversation with David Marcus, who was kindly introduced to us by Stacy Havener. David began his career in 1987 at Mutual Shares working under the legendary investors Max Heine and Michael Price. Mutual Shares was the boutique where Seth Klarman launched his career in the late 1970s. This episode is particularly meaningful as we have long wanted to pay tribute to Michael Price, following his passing a couple of years ago. David's career is one of the most impressive and dynamic that we have featured on the Value Perspective. After rising through the ranks at Mutual Shares, he stayed on when Michael Price sold the firm to Franklin Templeton in 1996. He remained at Franklin Templeton until 2000, when he launched his own hedge fund with backing from Swedish billionaire Jan Stenbeck. After Stenbeck's passing, David was asked by the family to help restructure their assets, leading him to establish one of Europe's first family offices in the early 2000s. He stayed with them until 2009 when he launched his long-only fund Evermore. Following Michael Price's passing, David was once again called upon, this time to structure and manage the Price family office, a role he held until his retirement at the end of 2024. In the first part of our conversation, we cover David's first years at Mutual Shares; what it was like to work with Michael Price; a fantastic anecdote on real-life deep value investing; a journey to discovering European deep value investing; and finally, the most important and long-lasting lesson he learnt from Michael Price. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

This week we welcome Alliance Bernstein's materials' analyst Bob Brackett back to the Value Perspective as part of our Allocator's Edge mini-series. We also welcome back Mark Walker, CIO of Coal Pension Trustees as co-host for the episode to share his perspective as a capital allocator navigating today's commodity landscape. In the episode we discuss a range of topics shaping the energy and materials' world today 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 electrified world;   how Deepseek could reshape power demand for data centres; and finally, the state of nuclear energy in the West, and what's driving uranium prices. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

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, an investor in the theme of disruption, and Ankur Dubey, an Investment Director, to get their views from a public and private markets perspective. RUNNING ORDER: 04:06 - Part one: the DeepSeek heat is on 08:19 - Part two: risks to investing in AI 12:41: - Part three: how to invest in 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: Schroderspodcasts@schroders.com 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.    

This week on the Value Perspective we're delighted to be joined by Jim Osman. Jim is the founder and Chief Vision Officer at The Edge, a research firm dedicated to identifying and analysing unique investment opportunities, with a particular focus on spin-offs, demergers and distressed credit opportunities. With decades of experience in equity research and portfolio strategy, Jim has built a reputation for delivering deep, actionable insights to investors. In this episode we discuss; the intricacies of spin-offs, and what makes them such a compelling area of focus; what The Edge is and what makes research in spin-offs so crucial; the role of incentivised management teams in driving the success of spin-offs; why the US market is particularly fertile for spin-offs compared to other regions; which sectors tend to perform best in the spin-off space; and finally, how AI might shape the future of special situations' investing. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

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 fixed income in this new 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: Schroderspodcasts@schroders.com 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 are delighted that a good friend of the Value Perspective podcast, Jake Taylor, has returned to converse with us for a third time. Jake is a value investor, the author of the Rebel Allocator and co-host of the excellent podcast, Value After Hours, which he co-hosts with Tobias Carlisle. In this episode we dive into the kindness and power of simply making yourself available to listen; why value investors must continue to evolve; the business of chicken sexes; the psychological safety of holding cash; and finally, parallels between the shipping industry and active management. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

In this Allocator's Edge series episode of the Value Perspective we're joined by Madison McCall, an active product specialist at Vanguard, where she has worked since 2017. With eight years at the firm, she is halfway to the impressive 16-year average tenure for fund managers at Vanguard. Her family's background in journalism has sharpened her ability to communicate how fund research creates an edge in active management. Pus, as a triplet, she is no stranger to cutting through noise in a crowded space. In this episode, we explore: what edge in fund management research means and how to evaluate performance; the power of the 4P framework; why patience is a competitive advantage; and finally, how a traditionally passive house like Vanguard views the passive vs active debate. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

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 investing in the circular 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: Schroderspodcasts@schroders.com 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 this episode of the Value Perspective, we're joined by Eva Shang, the co-founder and CEO of Legalist, a tech enabled investment firm specialising in litigation assets, based out in San Francisco. Eva started the company after dropping out of Harvard at the age of nineteen and has since built Legalist into a notable player in the alternative credit space. At the time of this recording in October 2024, Legalist was in the process of raising for their fourth fund and their previous funds have shown a strong track record. Legalist focuses on three key areas, litigation finance, government account receivable factoring, and debtor-in-possession credit lines and bankruptcy cases. It's a niche corner of the market and a unique take on deep value investing. In this episode we discuss: what Legalist does and how investors should approach litigation finance as an asset class; the decision making choice behind Eva's decision to leave Harvard and start her own business; the challenges of patent litigation and why it's so different from commercial cases; and finally, how investors evaluate litigation finance, particularly for those who are unfamiliar with the American court system. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

In this Allocator's Edge series episode of the Value Perspective we're excited to welcome Swen Lorenz as our guest. Swen is the founder and CEO of Sarnia Asset Management. He also runs the deep value research platform Undervalued Shares and organises the one-of-a-kind Weird Shit Investing Conference. If you're drawn to unconventional off-the-beaten-path investing ideas, Swen is the man to know. From litigation finance to biotech to just downright weird assets, Swen uncovers some of the most intriguing asymmetrical ideas in the market. In this episode, we discuss: Sarnia's objective and what it takes to launch and grow an asset management firm today; how written research can cut through noise in a crowded investment world; the origins of the Weird Shit Investing Conference and what's next for the event; and finally, Andrew Walker's shipping analogy for the active vs passive investment debate. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

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 Private Markets, also joins us. He'll discuss why he believes the coming year could be a vintage one for private investors. And we'll tack the economy with Schroders' Economist George Brown. RUNNING ORDER: 02:04 - Part one: will we see the return of inflation? 04:37 - Part two: how will Trump's policies affect stock markets? 10:10 - Part three: a vintage year for private markets? 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/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.

Gold & Silver Markets Fixated on Trump Tariffs & Cuts Right Now Now as we're halfway through the second trading week of the year, the markets remain fixated on the paradigm-shaking policies that the Trump administration continues to advertise are coming. Where will that leave the gold and silver markets? Veteran precious metals trader Drew Rathberger joins me on the show to talk about how the metals are likely to react in 2025 as Trump takes office, and some industry tips and pitfalls to watch out for. To find out more, join us to watch today's show! - To find out more about Drew's trading services at ProGoldTrader go to: https://progoldtrader.com/ To get Drew's book 'Inside the Beast' go to: https://www.amazon.com/Inside-Beast-ProGoldTrader-Drew-Rathgeber-ebook/dp/B0DN1TCXRR ProGoldTrader.com is a dba of ProFuturesTrader.com TRADING FUTURES, OPTIONS ON FUTURES, AND FUTURES SPREADS INVOLVES A SUBSTANTIAL RISK OF LOSS AND IS NOT SUITABLE FOR ALL TRADERS AND/OR INVESTORS. PAST PERFORMANCE, WHETHER ACTUAL OR INDICATED BY SIMULATED HISTORICAL TESTS OF STRATEGIES, IS NOT INDICATIVE OF FUTURE RESULTS. ACCOUNTS CAN AND MAY LOSE MONEY. ONLY GENUINE RISK CAPITAL, MONEY YOU CAN AFFORD TO LOSE, SHOULD BE USED. - To find out more about First Majestic Silver go to: https://firstmajestic.com/investors/news-releases/first-majestic-produces-5-point-7-million-ageq-oz-in-q4-2024-consisting-of-2-point-4-million-silver-ounces-and-39506-gold-ounces-and-21-point-7-million-ageq-oz-in-2024 - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by First Majestic Silver, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-first-majestic-silver/Subscribe to Arcadia Economics on Soundwise

We're thrilled to kick off the New Year with our first guest Stephen Clapham. You may remember Stephen from our episode at the Quality Growth Conference, but he's widely recognised in both City and Wall Street circles for his impressive career. He's been a sell side and a buy side analyst, founded his own research boutique and launched the popular website Behind the Balance Sheet, which offers courses on understanding accounting in complex situations. Stephen is also the host of a highly regarded podcast and Substack under the same name, where he has interviewed some of the biggest names in finance. On top of that, he is the author of the book, The Smart Money Method - How to Pick Stocks Like a Hedge Fund Pro. In this episode, we discuss: the critical role of accounting proficiency in asset management; balancing company narratives with the hard facts of accounting; why probabilities can mislead earning estimates, and the importance of ranges; how much time an analyst should dedicate to studying a single company; and finally, how to manage today's constant information overload. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

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 and enjoy his musings with Robert Donald, CIO of Helix. 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/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.  

FREE TRAINING: https://www.govclose.com/sales-certification GET CERTIFIED: Earn up to $400K a year as a freelance GOVERNMENT CONTRACT CONSULTANT: https://www.govclose.com/sales-certification. Free Book Download: https://www.dodcontract.com/ 00:00 Introduction to the 8a Program 00:36 Meet Kevin Mulrennan: 8a Expert 01:53 Understanding the 8a Program 02:38 Economic and Social Disadvantages in 8a 07:16 Benefits of the 8a Program 09:17 Sole Source Contracts and Limitations 12:30 Tribal 8a and Unique Advantages 16:16 Strategies for 8a Success 26:20 Joint Ventures and Past Performance 32:54 Future of the 8a Program 3 5:19 Conclusion and Contact Information

In this special Christmas episode of the Value Perspective we welcome back Stacy Havener to dive into the business of branding, PR and content creation in asset management. Stacy, a frequent Value Perspective guest is the founder of Havener Capital, a firm dedicated to helping boutique asset managers to launch, build and grow funds. In this episode we cover: the biggest challenge in getting investors to embrace the branding journey; the asset management industry's obsession with performance; the framework of the four A's; whether branding in asset management is becoming a crowded space; and finally, building a social media platform to promote a brand. Enjoy the festive season, and thank you so much for listening in 2024! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

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 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: Episode 1: Hunting 30-baggers Episode 2: What's the secret sauce for this sausage maker Episode 3: The secret life of Pets at Home CEO Episode 4: This CEO is redefining a business and engineering a 15-bagger Episode 5: The company that beat its benchmark by 50% over five years RUNNING ORDER: 01:00 - Part one: the origins of Dunelm and surviving a pandemic 14:57 - Part two: sure-footed and well-armed, rather than try fast, fail fast 28:37 - Part three: the secrets of success and what the future holds 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/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.

Our guest this week, on the Value Perspective is Adam Rozecwajg, a deep value investor with a specialised focus on the materials and commodities industry. Together with his partner, Adam co-founded Goehring and Rozencwajg, a firm dedicated exclusively to investing in natural resources. Commodities are perhaps the best example of the capital cycle theory, and Goehring and Rozencwajg's investment process reflects this perfectly. They are a fundamental research firm focused exclusively on contrarian natural resource investments. Their team has over 49 years of combined experience and produces top quality differentiated research, analysing both commodities at a macro level and individual securities. Returning guest Django Davidson from Hosking Partners joins us to the co-host the episode, in which we discuss: Goehring and Rozencwajg's deep value approach to materials and commodities; investing through the lens of real option value; how Goehring and Rozencwajg incorporates probabilistic thinking into their Bayesian framework; the role of promotional demand dialogues; and the importance of commodities in the era of the EV. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

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 our economy and markets. On this show, we discuss what those fault lines were, which ones still exist and if new fault lines have opened up. The shortlist for the 2024 edition of the FT and Schroders Business Book of the Year has already been announced. The winner will be revealed on December 9. To find out more visit ft.com/bookaward. RUNNING ORDER: 01:20 - Part one: predicting a financial crisis 07:12 - Part two: the fault lines threatening our economy 14:17 - Part three:  what can policymakers do? 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/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.

This week, in an Allocator's Edge episode of the Value Perspective, we're delighted to be joined by Khaled Said, one of the founders of Capital Generation Partners, also known as CapGen. CapGen specialises in managing large pools of capital for families, endowments and individuals, helping clients build portfolios that not only protect wealth but also put it into productive use through diverse and dynamic strategies. Khaled bring a unique perspective as the ‘voice of the client' to CapGen, advocating for the standards that he believes clients deserve. With experience managing his own family's wealth, he has a deep understanding of the challenges families face when navigating the investment management industry. Khaled's principled approach ensures that client portfolios are managed by people who think like principals and not like agents. His background includes strategy consulting at Bain & Company where he specialised in private equity. He has a degree in Law from Oxford University, a Masters in History from Harvard and an MBA (Dean's List) from INSEAD. If CapGen sounds familiar, you may recall that another CapGen founder, Charlotte Thorne, joined us previously, both as a guest and as a co-host on an episode with Stacy Havener. In this episode we dive into: building and empowering investment teams in family offices; preserving and creating wealth across generations; comparing Eastern and Western family office dynamics; and the psychological biases shaping perceptions of wealth. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

This week on the Value Perspective podcast, we're delighted to be joined by Alex Roepers, a guest at this year's London Value Investment Conference. Alex is the Founder, President and Portfolio Manager of Atlantic Investment Management and a legend in the value investing world. With nearly 40 years of experience, he has navigated countless market cycles and gained a reputation as a ‘gentleman activist', someone who engages constructively with management to unlock value, especially in the industrial sector. His approach is distinct, with a concentrated portfolio of only 8-10 stocks, a patient mindset and a sharp eye for undervalued assets. Born and raised in the Netherlands, but now based in New York, Alex brings an international perspective to his investing style, following his previous experiences at Thyssen-Bornemisza Group and Dover Corporation. In this episode, we discuss: Alex's career, including how his approach has evolved over decades in public markets; the lessons he has learned from unexpected success; his thoughts on whether investors today are less performance-driven than they once were; his memorable analogies between investing and both sailing and the Tour de France; and finally, how he uses catalysts to drive price discovery in ways that parallel private equity. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.

"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 Trump win 05:49 - Part two: how it will affect the global 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: Schroderspodcasts@schroders.com 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 this Allocator's Edge episode of the Value Perspective we welcome Dan Zwirn, the CEO and CIO of Arena Investors. Dan co-founded Arena in 2015, creating innovative solutions in special situations and distressed debt markets. Arena now manages around $3.5 billion, specialising in complex investments across various sectors globally. Before Arena, Dan led multiple speciality finance ventures and founded DB Zwirn and Co, a $6 billion firm in global special situations. He brings decades of experience with a deep understanding of value investing in complex financial landscapes. In this episode, we discuss: Dan's early shift from private equity; the unique value in credit markets; today's distressed debt opportunities; the impact of recent monetary policy; and how restructurings can unlock hidden value. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.

This week on the Value Perspective podcast, we're joined by Harry Crane, Professor of Statistics at Rutgers University and a Fellow at the London Mathematical Institute. Harry is a master in probability, risk and their real world applications. His book Probability, Intuition and Common Sense covers how the role of intuition and common sense is often diminished in decision making in professional contexts. This episode is co-hosted by returning guest Luca Dellanna. We discuss: the differences between studying probability and statistics; challenges in teaching probability and how to improve it; models with unallocated probability variables; the role and benefits of prediction markets; and the value, or limitations of base rate analysis. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

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 Poszepczynski . We look at why the biotech sector has been struggling and the trends that could revive the ailing sector. 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.

This week in an Allocator's Edge episode of the Value Perspective we're joined by John Husselbee, Head of Multi-Asset at Liontrust. John last joined us for our Meet the Manager series and it's good to have him back. With 38 years of experience, John is a seasoned fund manager and analyst, specialising in multi-asset, multi-manager funds. He leads a team managing target risk portfolios and bespoke investment solutions. Before joining Liontrust in 2013, John co-founded North Investment Partners and served as the Director of Multi-Manager Investments at Henderson Global Investors. In this episode we discuss: how John's experience as an investor and business leader has shaped his career; the challenges of founding businesses in asset management today; the balance between active and passive strategies; and the role fees play in decision making. There is also insight from John's work with leading investment managers over the years. Enjoy! Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  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 investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  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 the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific 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.  

- Election Fraud and Voting Integrity (0:04) - Moral High Ground in the Election (3:32) - Zionist Influence and Moral Hypocrisy (8:34) - Trump's Promises and Past Performance (11:30) - The Future of America and Israel (15:05) - Preparation for the Future (16:59) - The Role of Evil in Politics (2:44:04) - The End of America and the World (2:44:19) - The Role of Religion and Morality (2:44:42) - The Importance of Preparedness (3:19:02) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

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 The Washington Post writing widely about social issues. Among her awards, she shared the 2002 Pulitzer Prize for national reporting. She now works for the Brookings think tank. Amy joined me to discuss the story of Janesville, a town built on the back on one industry, one company. And what happens to the town and the people of that town when the heart of its economy is ripped out. And it's not just about a small town in Wisconsin, this is a larger story of the hollowing out of the middle class and businesses responsibilities to the communities they serve. RUNNING ORDER: 01:17 - Part one: The story of Janesville 14:00 - Part two: The fallout 20:22 - Part three: what makes an award-winning book 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/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.

Tom welcomes back experienced trader and creator of ProGoldTrader, Drew Rathgeber to explore issues within the Gold and Silver industry. Drew shares his industry journey, starting in spot markets 20 years ago and transitioning to futures in 2006. He emphasizes regulation's importance, particularly for consumer protections and audits. They discuss problems like excessive spreads exploiting elderly clients and the need for education. Drew shares his views on social media influencers and their good and bad aspects. The conversation also covers spot markets versus regulated futures markets. Drew talks about Monex, a company offering the Atlas precious metals investment program. This financing mechanism targeted unsophisticated investors and generated revenue through high fees on trades, resulting in many millions in losses for customers. They discuss investing in physical gold versus futures contracts, with smaller investments favoring physical gold due to absence of counterparty risk. The conversation touches upon issues surrounding precious metals investments using retirement funds, specifically Roth IRAs and 401K programs. He stresses the importance of understanding spreads and fees in these transactions. Drew discusses a retired lady and why she was disqualified from opening a futures trading account. Drew emphasizes the importance of understanding risks involved in trading, especially with leverage positions. They briefly touch on contract sizes and risk management strategies, including removing market and volatility risks, using options for downside protection, and being cautious during uncertain times like Fed announcements. He stresses the importance of staying informed and managing risks based on individual comfort levels. Timestamp References:0:00 - Introduction0:57 - Trust & Drew's Background4:18 - Regulations & Risks9:22 - Changes in PM Industry14:39 - History at Monex19:42 - Fractional Metal Programs?23:45 - Futures Markets & Leverage27:40 - Physical Delivery & Spreads37:08 - Other Programs & Cautions42:55 - Fraud Risks & Criteria47:12 - Futures Contract Sizes50:03 - Managing Risk52:03 - Investor Behavior 202456:40 - Lessons Learned1:01:42 - Wrap Up Talking Points From This Episode Drew Rathgeber emphasizes the importance of consumer protections and education in the Gold and Silver industry. He highlights the risks and benefits of investing in precious metals through spot markets versus regulated futures markets. Drew shares warnings about high-fee investment schemes that like to 'churn' naive investors. Guest Links:Website: https://progoldtrader.comEmail: drathgeber@ProGoldTrader.comApply Online: https://progoldtrader.com/open-an-account/ Drew Rathgeber got his start trading spot precious metals at one of the nation's largest bullion dealers in Newport Beach, CA in 2004. Then transitioned to futures in 2006, specializing in precious metals. Now is the owner and president of ProGoldTrader.com, which specializes in trading software and execution designed just for bullion traders. ProGoldTrader.com is a dba of ProFuturesTrader.com TRADING FUTURES, OPTIONS ON FUTURES, AND FUTURES SPREADS INVOLVE A SUBSTANTIAL RISK OF LOSS AND IS NOT SUITABLE FOR ALL TRADERS AND/OR INVESTORS. PAST PERFORMANCE, WHETHER ACTUAL OR INDICATED BY SIMULATED HISTORICAL TESTS OF STRATEGIES, IS NOT INDICATIVE OF FUTURE RESULTS. ACCOUNTS CAN AND MAY LOSE MONEY. ONLY GENUINE RISK CAPITAL, MONEY YOU CAN AFFORD TO LOSE, SHOULD BE USED.

As you make your way through preparing your GSA proposal, you will see that GSA requires several different documents under the Past Performance category- such as CPARS, or the Contractor Performance Assessment Reporting System. If you do not have 3 CPARS available, then you will need to fulfill this requirement by providing past performance references, and questionnaires.  Hop into the episode to find out more!As always if you have any questions, or if you'd like direct support from a GSA consultant to help with a specific project please feel free to reach out to us at podcast@elevategsa.com Episode Notes:For more episodes: www.elevategsa.com/podcastHelpful Links:Questionnaires: https://www.gsa.gov/buy-through-us/purchasing-programs/multiple-award-schedule/help-with-mas-contracts-to-sell-to-government/roadmap-to-get-a-mas-contract/required-templates-for-a-mas-offer Click on “Past performance Questionnaire”

In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry's new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 13: Between a Rock and a Hard Place.LEARNING: Past performance is not a strong predictor of future performance. “If you must invest actively, find active funds that design their strategies more intelligently to take advantage of the problems and at least avoid pitfalls.”Larry Swedroe In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry's new book, Enrich Your Future: The Keys to Successful Investing. The book is a collection of stories that Larry has developed over 30 years as the head of financial and economic research at Buckingham Wealth Partners to help investors. You can learn more about Larry's Worst Investment Ever story on Ep645: Beware of Idiosyncratic Risks.Larry deeply understands the world of academic research and investing, especially risk. Today, Andrew and Larry discuss Chapter 13: Between a Rock and a Hard Place.Chapter 13: Between a Rock and a Hard PlaceIn this chapter, Larry illustrates why past performance is not a strong predictor of future performance.Academic research has found that prominent financial advisors, investment policy committees, and pension and retirement plans engage top academic practitioners to help them identify future managers who will outperform the market. Such entities only hire managers with a track record of outperforming. They analyze their performance to see if it is statistically significant.However, research also shows that, on average, the active managers chosen based on outstanding track records have failed to live up to expectations. The underperformance relative to passive benchmarks invariably leads decision-makers to fire the active manager. And the process begins anew.A new round of due diligence is performed, and a new manager is selected to replace the poorly performing one. And, almost invariably, the process is repeated a few years later. So whenever pension plans interview Larry and he notices this hiring pattern, he always asks them what their hiring process is and what they're doing differently this time since, you know, the same process failed persistently, causing regular turnover of managers. Nobody has ever answered that question.According to Larry, many individual investors go through the same motions of picking a manager and end up with the same results—a high likelihood of poor performance.Doing the same thing over and over expecting a different result is insanityLarry observes that the conventional wisdom that past performance is a strong predictor of future performance is so firmly ingrained in our culture that it seems almost no one stops to ask if it is correct, even in the face of persistent failure. Larry wonders why investors aren't asking themselves: “If the process I used to choose a manager that would deliver outperformance failed, and I use the same process the next time, why should I expect anything but failure the next time?”The answer is painfully apparent. If you don't do anything different, you should expect the same result. Yet, so many investors do not ask this simple question.Larry insists that it is essential to understand that neither the purveyors of active...

Kamala Harris is a famous word salad chef, but something about this "unburdened by what has been" phrase has always bothered me. It aspires to the dumb. To those who can ignore a more accurate maxim: Past Performance is the best predictor of future results. Today's podcast will discuss the "Gen Z vote," some polling, and another lie the modern Left sells: recycling. ______________________________________________________________ Check out BETWEEN THE LINES on YouTube: https://www.youtube.com/@CatholicVote JOIN OUR LOCALS:  https://thekyleseraphinshow.locals.com/subscribe PREPARE or REPAIR: http://PrepareLikeKyle.com (MyPatriotSupply Food Prep) Use PROMO CODE "KYLE" at these sites: http://PatriotCoolers.com/ (Tumblers & Coolers) http://MyPillow.com/Kyle (Pillows/Towels/Bedding) https://matthatjerky.com/kyle (premium Beef Jerky) http://The-Suspendables.com (Show Merch) http://ShieldArms.com - maker of the S10 and S15 magazines (Montana build firearms and accessories)

The S&P 500 sank 2.1%, the Nasdaq lost 3.3%, and while the tech sector led stocks into the red, the Dow wasn't excluded from the bad day either, shedding over 600 points for a 1.5% loss. What's next? The Tuesday market dump was accompanied by weak manufacturing reports suggesting the economy is weakening. The Yield Curve actually un-inverted briefly, and then re-inverted. Markets sold off more sharply than expected for no apparent reason, led by semiconductors and The Most Significant Stock in the market, Nvidia. However, after the dust settled, it was learned (by the rest of us) Nvidia was served with a DOJ subpoena investigating "monopolistic" behavior AFTER the closing bell. Wonder how they knew that? The risks to the market remain: Polling suggests policy after the election WILL matter: What polices will actually be enacted, and how will they affect markets? Corp tax rates, 2017 tax cut expiration, healthcare costs; Lance waxes eloquent on his dietary restrictions, sugar in bacon (and other foods), and reading food labels. Assets in Leveraged and Exchange Traded Funds; the speculative nature of investors today. How leverage is a double-edged sword. SEG-1: Why Markets Took a Dump SEG-2: How Did They Know?? SEG-3: Risks to the Markets: Why Policy Matters SEG-4A: Sugared Bacon & Food Labels SEG-4B: The Speculative Nature of Investors Today Hosted by RIA Advisors RIA Advisors Chief Investment Strategist Lance Roberts, CIOJonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=GhchaeMYAw8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=570s ------- Register for our Retirement Blueprint presentation: https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator ------- Articles mentioned in this report: "Risks Facing Bullish Investors As September Begins" https://realinvestmentadvice.com/risks-facing-bullish-investors-as-september-begins/ "Long-Term Signals Suggest Lower Forward Returns" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Will Market Correction Continue?" is here: https://www.youtube.com/watch?v=1Jx2J6xfbRg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Past Performance is No Guarantee..." https://www.youtube.com/watch?v=AJ1a845sbL4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketCorrection #Nvidia #DOJSubpoena #TechSector #PolicyMatters #2017TaxCuts #AffordableCareAct #ObamaCare #CorporateTaxCuts #MarketReturns #MarketBullishness #PastPerformance #NoGuarantee #PortfolioRisk #PortfolioComparison #HighYieldBond #Markets #Money #Investing

The S&P 500 sank 2.1%, the Nasdaq lost 3.3%, and while the tech sector led stocks into the red, the Dow wasn't excluded from the bad day either, shedding over 600 points for a 1.5% loss. What's next? The Tuesday market dump was accompanied by weak manufacturing reports suggesting the economy is weakening. The Yield Curve actually un-inverted briefly, and then re-inverted. Markets sold off more sharply than expected for no apparent reason, led by semiconductors and The Most Significant Stock in the market, Nvidia. However, after the dust settled, it was learned (by the rest of us) Nvidia was served with a DOJ subpoena investigating "monopolistic" behavior AFTER the closing bell. Wonder how they knew that? The risks to the market remain: Polling suggests policy after the election WILL matter: What polices will actually be enacted, and how will they affect markets? Corp tax rates, 2017 tax cut expiration, healthcare costs; Lance waxes eloquent on his dietary restrictions, sugar in bacon (and other foods), and reading food labels. Assets in Leveraged and Exchange Traded Funds; the speculative nature of investors today. How leverage is a double-edged sword. SEG-1: Why Markets Took a Dump SEG-2: How Did They Know?? SEG-3: Risks to the Markets: Why Policy Matters SEG-4A: Sugared Bacon & Food Labels SEG-4B: The Speculative Nature of Investors Today Hosted by RIA Advisors RIA Advisors Chief Investment Strategist Lance Roberts, CIOJonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=GhchaeMYAw8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=570s ------- Register for our Retirement Blueprint presentation: https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator ------- Articles mentioned in this report: "Risks Facing Bullish Investors As September Begins" https://realinvestmentadvice.com/risks-facing-bullish-investors-as-september-begins/ "Long-Term Signals Suggest Lower Forward Returns" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Will Market Correction Continue?" is here:  https://www.youtube.com/watch?v=1Jx2J6xfbRg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "Past Performance is No Guarantee..." https://www.youtube.com/watch?v=AJ1a845sbL4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketCorrection #Nvidia #DOJSubpoena #TechSector #PolicyMatters #2017TaxCuts #AffordableCareAct #ObamaCare #CorporateTaxCuts #MarketReturns #MarketBullishness #PastPerformance #NoGuarantee #PortfolioRisk #PortfolioComparison #HighYieldBond #Markets #Money #Investing

It's a holiday-shortened trading week to kick off the new month: September & October tend to be weaker trading months. Look for light volume and the impact of the corporate buy back window open and closing; markets tend to de-risk ahead of elections. Markets closed Friday at July's all-time high amid much bullish optimism. Markets today could retest 20- 50-DMA for support. despite a loss of momentum, take caution to not become overly negative. Lance and Jonathan address viewer emails about searching for investment research platforms (a la Morningstar), and the meanings of stock ratings (who is the customer?)"Past performance is no guarantee of future results..." A more important "P" question is one of Philosophy of a firm. Look for survivability over time. Why you cannot ignore past performance; making up losses is not the same as making money. Why does Wall Street create more indexes? "Comparison is the root of all unhappiness." Moving money creates fees. The cost of swapping strategies (comparing performances). The difference in returns the difference in investors' place in life. Question about building a 5.1% return portfolio; looking at markets' true returns. What happens when "high yield" bonds mature? Dealing with risk in portfolios; looking at variable returns. 8% is great...until the market makes 11%. SEG-1: Markets Close at July Highs - Can they Keep it? SEG-2: Why Past Performance is No Guarantee SEG-3: Comparison Is the Root of All Unhappiness SEG-4: What Happens When "High Yield" Bonds Mature? Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=AJ1a845sbL4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- Register for our Retirement Blueprint presentation: https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator ------- Articles mentioned in this report: "Risks Facing Bullish Investors As September Begins" https://realinvestmentadvice.com/risks-facing-bullish-investors-as-september-begins/ "Long-Term Signals Suggest Lower Forward Returns" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Will Markets Break Higher or Lower?" is here: https://www.youtube.com/watch?v=ojxEbzU9heE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Can Social Security Clawback Your Payments?" https://www.youtube.com/watch?v=VG5OqhPFss4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketResiliency #MarketReturns #MarketBullishness #PastPerformance #NoGuarantee #PortfolioRisk #PortfolioComparison #HighYieldBond #Markets #Money #Investing

Paul starts with a general discussion of the decision to trust recent returns or make investment based on longer term returns.  He uses AVUV and ARKK as two investments you could have made in September 2019.  In the discussion he references a video where arkk creator and fund manager predicts future arkk returns.  Q: #1:  Why should future results look like the past? 16:15 Q: #2  We are in mid 50s and we think we have more money than we will need in retirement.  Is there a rule of thumb for how much money one needs?  Should one just figure out their cost of living and back into the amount needed for retirement? 26:50 Q#3  Have you done a comparison of your returns compared to Dave Ramsey's recommended portfolios? 32:55 Q #4  How can we teach young investors about the advantage of starting investing ASAP?  See the following set of PowerPoints for the ⁠⁠Orange County AAII⁠⁠.  40:02 Q #5  What is your take on Crypto Currency?  Here is what people I trust say about CC. Warren Buffett:  “In terms of cryptocurrencies, generally, I can say with almost certainty that they will come to a bad ending,” Buffett said in 2018. And his stance hasn't wavered since. According to Benzinga, Buffett believes that cryptocurrencies aren't a viable or valuable investment.  “Now if you told me you own all of the Bitcoin in the world and you offered it to me for $25, I wouldn't take it because what would I do with it? I'd have to sell it back to you one way or another. It isn't going to do anything,” Buffett said at the Berkshire Hathaway annual shareholder meeting in 2022. Ben Carlson:  I have no idea what will happen with bitcoin or cryptocurrencies in general in the years ahead. Anyone who thinks they know with certainty how this all plays out is delusional. But I can say that my stance on crypto has evolved over the years to the point where I think the best-case scenario just might be the new digital gold. Larry Swedroe  Swedroe took a more skeptical view of Bitcoin. He pointed out that Bitcoin's value proposition is questionable. ⁠Bitcoin⁠ has a theoretical limited supply, capped at 21 million coins. However, the existence of an unlimited number of substitute cryptocurrencies means Bitcoin faces a daunting challenge.  An asset with an unlimited supply typically sees its value approach zero. Swedroe categorized Bitcoin as a Ponzi scheme, though he acknowledged that it could achieve high trading values based on what people are willing to pay.