48: Life at the Investment Helm of a £700 Billion Asset Management Giant - With Johanna Kyrklund, CIO of Schroders
Money Maze Podcast
Money Maze Podcast
4.8 • 216 Ratings
🗓️ 21 October 2021
⏱️ 43 minutes
🧾️ Download transcript
Summary
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Confronted with a kaleidoscope of challenges and shifting allocations brought about by years of QE and zero rates, along with a rise in inflation that may prove more permanent than central bankers wish, not to mention rising geopolitical tensions, asset allocators are likely to have their work cut out in coming years.
In this episode we have the opportunity to talk to Johanna Kyrklund, Schroders’ Group Chief Investment Officer & Global Head of Multi-Asset. Schroders today is one of the UK’s largest investment managers, responsible for circa £700 billion of clients’ assets.
In this conversation Johanna discusses allocating assets in today’s environment, from fixed income, to equities through to alternatives.
Johanna talks about dispersion in valuations, the active versus passive debate and her thoughts on adjusting portfolios to confront the more inflationary environment. She discusses gold and crypto, along with having your voice heard as an active investor engaging with managements. Also covered is her thoughts on the importance of active ownership when it comes to ESG and integrating sustainability into portfolios.
She discusses why the investment process has its greatest value at times of market stress, why listening to clients helps the search for solutions and how she, as an initially shy graduate, has overcome self-doubt to rise to such a prominent position. She concludes with some valuable comments about women in the workplace.
Transcript
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| 0:00.0 | Welcome to the Money Maze podcast. I'm Simon Brewer and Will Campion and I have created this show to explore and unravel some of the mysteries surrounding the investment business. |
| 0:11.4 | And we hope through direct and insightful interviews with Masters of the Real Life Money Maze, |
| 0:17.1 | we're going to learn about different approaches to allocating capital, making investment and business decisions, and navigating the pitfalls that lie in the path to prosperity. |
| 0:26.2 | And just a quick update, we've recently launched the first of our private podcast series. |
| 0:31.2 | And if you're interested in listening to the discussion on the topic of litigation funding with Robert Rothkopf of balanced legal capital and myself, |
| 0:39.6 | then you can find the conversation on our website, MoneyMayspodcast.com. |
| 0:46.2 | I'm Will Campion and co-founder of the Money Maze podcast. And we're delighted to have |
| 0:51.6 | Schroeder as a sponsor and corporate partner. |
| 0:55.1 | Schroeder is a global investment and wealth manager with a purpose to provide excellent |
| 0:59.0 | performance to clients through active investment management. |
| 1:03.0 | By serving institutions and individuals worldwide, Schroeder serves wider society. |
| 1:09.0 | Channeling capital into sustainable and durable businesses accelerates positive change in the |
| 1:13.3 | world. |
| 1:14.8 | Funding the future is also a privilege. |
| 1:17.6 | Schroeder's use it wisely and responsibly. |
| 1:20.9 | As we know, capital is at risk with investing. |
| 1:24.5 | Vermont is also a sponsor of the Money Maze podcast. |
| 1:33.3 | Vermont is an award-winning British company that produces beautifully engineered chronometers, designed to appeal to those who share the passion and appreciation of the innovation and mastery behind a beautiful mechanical wristwatch. |
| 1:42.3 | Brought to you by the luxury British watchmaker, Vermont. |
| 1:47.7 | Confronted with a kaleidoscope of challenges and potential shifting allocations |
| 1:52.7 | brought about by years of quantitative easing at zero rates, |
| 1:56.6 | a rise in inflation that may prove more permanent than the central banker's wish, |
... |
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