Alpha beyond the Magnificent Seven - The Ideas Exchange |...

What this episode covers

In this episode of The Ideas Exchange, host Jacinta King is joined by Frank Thormann, Senior Portfolio Manager, Global Equities at Schroders to dive into Schroders' investment philosophy and how the Schroder Global Equity Alpha Fund generates alpha beyond the Magnificent Seven. Frank discusses how they assess free cashflow and capital allocation to uncover the underlying potential of a company. He also highlights the importance of diversification and risk analysis and shares global stock opportunities outside the US. Visit our blog: ⁠⁠https://www.asx.com.au/blog⁠⁠ Follow us on: X - ⁠⁠https://twitter.com/ASX⁠⁠ LinkedIn - ⁠⁠https://www.linkedin.com/company/asx/⁠⁠ YouTube - ⁠⁠https://www.youtube.com/user/ASXLtd⁠⁠ Instagram - ⁠⁠https://www.instagram.com/asx__official/⁠⁠ Facebook - ⁠https://www.facebook.com/OfficialASX⁠ Explore our useful investment tools and resources ⁠⁠https://www.asx.com.au/investors/investment-tools-and-resources/personal-investor⁠

Share this episode

Similar Episodes

I'm ok

Mar 26, 2026 ·1m

Food Saved My Life

Mar 19, 2026 ·34m

Eat More Vegetables: The 4 Foods That Beat Ozempic (Naturally)

Feb 18, 2026 ·11m

How to End Heart Disease with Dr. Fuhrman

Feb 11, 2026 ·45m

Revolutionizing Breast Health: QT Imaging, Overdiagnosis, and What to Do Instead

Jan 27, 2026 ·35m

REMIX: Why we over-shop and compulsively acquire, and how to stop, with Dr Jan Eppingstall

Jan 9, 2026 ·61m

Similar Podcasts

MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. Ask A Spaceman Archives - 365 Days of Astronomy Ask A Spaceman Archives - 365 Days of Astronomy Podcasting Astronomy Every Day of the Year Breaking News Show | eTurboNews Juergen Thomas Steinmetz News is relevant to the global travel and tourism industry, human rights and global issues.Breaking news when it happens and only from the source. Eat to Live Jenna Fuhrman, Dr. Fuhrman Our health is our most precious gift and smart nutrition can change your life. Each month, join Dr. Fuhrman and his daughter, Jenna Fuhrman as they discuss important topics in the world of nutrition. Eat to Live will change the way you eat and think about food.

Frequently Asked Questions

How long is this episode of The Ideas Exchange?

This episode is 19 minutes long.

When was this The Ideas Exchange episode published?

This episode was published on November 3, 2025.

What is this episode about?

In this episode of The Ideas Exchange, host Jacinta King is joined by Frank Thormann, Senior Portfolio Manager, Global Equities at Schroders to dive into Schroders' investment philosophy and how the Schroder Global Equity Alpha Fund generates alpha...

Can I download this The Ideas Exchange episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.