AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Equity Mates Investing Podcast
Volatility is back, so are the opportunities - Seb Mullins | Schroders
Mar 6, 2025
Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders, shares his thoughts on the current volatile market landscape. He highlights that volatility presents opportunities, advocating for a proactive approach to investing. The discussion covers the resurgence of inflation, the complexities of global economics, and the need for dynamic asset allocation. Mullins emphasizes the value of stock picking and the potential of active ETFs, especially for income generation, revealing how investors can thrive in this new normal.
39:52
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The return of market volatility presents opportunities for investors to engage in active stock picking and dynamic asset allocation.
- Inflation and its effects on consumer behavior necessitate strategic adjustments in investment portfolios to mitigate risks and enhance returns.
Deep dives
The Impact of Inflation on Investment Strategies
Inflation is recognized as a significant and lasting concern for investors, marking a fundamental shift in the economic landscape. This ongoing inflation is largely attributed to shifts in global supply chains, geopolitical tensions, and the aftermath of events like the COVID-19 pandemic. As inflation influences interest rates and economic policies, investors must adapt their strategies, focusing on asset allocation and the potential impacts on sectors and individual companies. As a result, understanding the dynamics of inflation and its effects on consumer behavior and corporate profitability is imperative for constructing resilient investment portfolios.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode