The manager of the Henderson Smaller Companies investment trust talks to interactive investor’s head of markets Richard Hunter about the trust’s style of investing, its top holdings and finding opportunities after the Covid crisis. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you...
Jul 13, 2020•13 min•Ep. 52
Mathematician and trading psychologist Dr Richard Smith, who has created tools to help investors better understand risk, talks to interactive investor’s head of markets Richard Hunter about his new venture RiskSmith, the ‘sweet spot’ of an 18-month holding period, winning and losing mindsets, and why free trades are a disaster for retail investors. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial inst...
Jul 10, 2020•17 min•Ep. 51
In this episode, Kyle Caldwell, deputy editor of Money Observer, and editor Faith Glasgow address the boom in fund sales, identifying trends and the sectors investors are favouring, plus the best and worst fund performers in the first half of 2020. They are joined by Douglas Brodie, manager of the Baillie Gifford Global Discovery Fund, who explains that the fund's style of investment is about "being on commercially relevant frontiers of innovation and long-term structural change". Brodie discuss...
Jul 09, 2020•27 min•Ep. 50
Host Faith Glasgow, editor of Money Observer, and deputy editor Kyle Caldwell discuss the latest news, including the reopening of a suspended fund, and the sectors that have delivered strong returns since March’s market bottom. The pair are joined by Mike Fox, head of sustainable investing at Royal London, who discusses the factors influencing the success of his sustainable funds in the Money Observer 2020 Fund Awards, as well as why he thinks “the last 12 weeks has made the case for sustainable...
Jun 26, 2020•23 min•Ep. 49
The chief investment officer of Blue Whale Capital and lead manager of the Blue Whale Growth Fund talks to interactive investor's head of markets Richard Hunter about the fund's objectives and its focus on exciting US companies and digital transformation. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investmen...
Jun 17, 2020•15 min•Ep. 48
The joint manager of the Scottish Mortgage investment trust talks to interactive investor’s head of markets Richard Hunter about the trust’s objectives, searching for the world’s great entrepreneurs, and innovative tech stocks. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance ...
Jun 15, 2020•15 min•Ep. 47
Host Kyle Caldwell, deputy editor of Money Observer, and editor Faith Glasgow discuss the latest news, including payouts for investors in the Woodford Equity Income fund, potential legal action against Link Fund Solutions, and 10 fund managers who have beaten every rival since they started their career. The pair are joined by Bruce Stout, manager of Murray International investment trust, who discusses dividend cuts and the outlook for 2021, as well as his views on the deglobalisation “trend”. Fi...
Jun 12, 2020•23 min•Ep. 46
How to Invest is a podcast series designed to help you get to grips with the basics of investing. In this episode, interactive investor’s head of personal finance Moira O’Neill and Becky O’ Connor, head of pensions and savings, discuss how self-invested personal pensions (SIPPs)work. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value ...
Jun 10, 2020•8 min•Ep. 45
Craig Baker, global chief investment officer of Willis Towers Watson and manager of the Alliance Trust investment trust, talks to interactive investor’s head of markets Richard Hunter about the multi-manager trust. One of the AIC’s “dividend heroes”, having raised its dividend every year for more than 50 years, Craig explains Alliance Trust’s “neutral style’ and how stock selection drives everything. This material is intended for educational purposes only and is not investment research or a pers...
Jun 10, 2020•13 min•Ep. 44
The co-manager of Impax Environmental Markets investment trust talks to interactive investor’s head of markets Richard Hunter about the trust’s objectives and top holdings, as well the reasons for his optimistic outlook amid an accelerated transition to renewable energy. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your inves...
Jun 09, 2020•13 min•Ep. 43
Gary McFarlane, interactive investor’s crypto podcast host meets Dash Core Group chief executive Ryan Taylor. He explains how top 20 crypto Dash is “trying to make cryptocurrency more useable” and discusses Dash Platform, the latest iteration of the network. (Recorded on 21 May). This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of y...
Jun 03, 2020•36 min•Ep. 42
How to Invest is a podcast series designed to help you get to grips with the basics of investing. In this episode, interactive investor’s head of personal finance Moira O’Neill and personal finance campaigner Myron Jobson discuss what you need to do before starting your investment journey, including whether you need special training. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or produ...
May 29, 2020•8 min•Ep. 41
Faith Glasgow, editor of Money Observer, and deputy editor Kyle Caldwell debate the departure of Neil Woodford protégé Mark Barnett, who has left Invesco after 24 years, and the scale of dividend cuts among investment trusts. They are joined by Stuart Widdowson, manager of Odyssean Investment Trust, who discusses the market sell-off, top holdings, and investment opportunities. Finally, interactive investor’s Teodor Dilov names his fund of the week from the ii Super 60 list of investments. This m...
May 29, 2020•21 min•Ep. 40
The manager of the Rathbone High Quality Bond Fund talks to Richard Hunter, head of markets at interactive investor, about the fund’s aims and strategy, her focus on financials, top holdings, and why the UK is ready for more municipal bonds. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fal...
May 21, 2020•16 min•Ep. 39
The manager of the CRUX European fund talks to ii’s head of markets Richard Hunter about the stock selection process, including the importance of CEOs having skin in the game, some of the fund's holdings, and which types of businesses are likely to emerge as champions after the lockdown is lifted. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strate...
May 20, 2020•14 min•Ep. 38
The fund manager of the CRUX UK Core Fund talks to interactive investor's head of markets Richard Hunter about the fund's objectives and style, as well as its top holdings, including the banks and his favourite FTSE 100 stocks. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you cou...
May 19, 2020•13 min•Ep. 37
Host Richard Hunter, head of markets at interactive investor, is joined by Money Observer editor Faith Glasgow, who offers insights into the most popular funds and investment trusts with interactive investor customers in April, the best performers during the first 50 days of lockdown, and why dividend cuts might not be as bad as they seem, while Moneywise editor Rachel Rickard Straus gives listeners a taste of a new podcast aimed at beginner investors. Finally, interactive investor’s Dzmitry Lip...
May 14, 2020•19 min•Ep. 36
Goldman Sachs executive director and head of the international markets strategy team, discusses reasons behind the rally in US markets with interactive investor's head of markets Richard Hunter. The pair also debate US unemployment data, tech ideas and why the FTSE 100 is not experiencing a rally of its own. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any invest...
May 11, 2020•17 min•Ep. 35
In this episode of How to Invest, we discuss the question on every beginner investor’s mind: “Am I ready to start investing?” Join interactive investor’s head of personal finance Moira O’Neill and news editor Sam Barker to find out what you need to do before starting your investment journey, including how much money you need and how long you should invest for. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any fi...
May 07, 2020•9 min•Ep. 34
The manager of the Waverton Multi-Asset Income Fund talks to interactive investor's head of markets Richard Hunter about the global income fund's key objectives, how the fund is faring in the current environment, trends that have been hastened, and portfolio holdings such as Microsoft. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The valu...
May 05, 2020•17 min•Ep. 33
Faith Glasgow, editor of Money Observer, and deputy editor Kyle Caldwell discuss the latest news for fund investors, including the scale of dividend cuts hitting income investors, a rule change to the Investment Association’s income fund sectors, and the departure from Temple Bar investment trust of well-known fund manager Alastair Mundy. They are joined by interactive investor's head of markets Richard Hunter, who offers his perspective on some of the most vulnerable FTSE sectors amid the pande...
May 01, 2020•21 min•Ep. 32
The Merian Global Investors' fund manager talks to interactive investor's head of markets Richard Hunter about a recent article in which he argued in favour of a more equitable balance between debt and equity, and how lower dividend payments could yield a more stable system over time. As well as suggesting that coronavirus offers the UK a chance to develop a more benign form of capitalism, Buxton gives his view on UK banks' Q1 results and that economic barometer, Lloyds Bank. This material is in...
Apr 30, 2020•19 min•Ep. 31
The co-manager of the Baring Emerging Europe investment trust talks to interactive investor’s head of markets Richard Hunter about the trust's largest holdings, including Lukoil and supermarket X5, which sectors it favours, and investment themes, including what is helping Russia - where the portfolio has two-thirds of its assets - compete with the US and China on social network systems. This material is intended for educational purposes only and is not investment research or a personal recommend...
Apr 29, 2020•18 min•Ep. 30
How to Invest is a podcast series designed to help you get to grips with the basics of investing. We break down everything you need to know and how to get started. In this episode, interactive investor’s head of personal finance Moira O’Neill and news editor Sam Barker go back to the beginning and ask “what is investing?”. The pair explain how investing works and how it can help you achieve your life goals. This material is intended for educational purposes only and is not investment research or...
Apr 28, 2020•16 min•Ep. 29
Jonathan Davis, editor of the annual Investment Trusts Handbook, talks to interactive investor’s head of markets Richard Hunter about why investment trusts have generally held up well during market turmoil. Davis explains why investment companies are considered to be the “connoisseur’s choice”, discusses trusts that have been coronavirus ‘casualties’, and considers the outlook for dividends. This material is intended for educational purposes only and is not investment research or a personal reco...
Apr 27, 2020•19 min•Ep. 28
Richard Hunter head of markets at interactive investor, talks to oil commentator Gaurav Sharma about the current oil price, how low it could go, and seeks his views on the likelihood of dividend cuts for BP and Shell. Sharma also discusses US shale businesses and stocks he currently favours. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. Th...
Apr 17, 2020•16 min•Ep. 27
Kyle Caldwell, deputy editor of Money Observer, and editor Faith Glasgow discuss the latest news for fund investors, including the dividend drought, and star fund manager Terry Smith’s verdict on the recent market sell-off. The episode includes an interview with Bruce Jenkyn-Jones, co-manager of the Impax Environmental Markets investment trust, which is both a constituent of interactive investor’s ACE 30 list of rated ethical funds and a Money Observer Rated Fund. Finally, interactive investor’s...
Apr 16, 2020•24 min•Ep. 26
Financial journalist Ian Cowie is a new columnist at interactive investor. The former Daily Telegraph writer and current Sunday Times’ columnist, who has survived several stock market shocks, talks to our head of markets Richard Hunter about why he chose financial journalism, his best and worst investments, and alternative careers. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product...
Apr 09, 2020•21 min•Ep. 25
Clem Chambers, chief executive of ADVFN and Online Blockchain plc, sees bitcoin trending to $10k after coin minting halves in May. But Chambers thinks that depends on how the fallout from the UK and US government stimulus packages and more central bank profligacy affects the digital currency. He considers the differences between the approaches of the two countries’ policymakers and what he worries is the very real prospect of a prolonged lockdown into July killing the economy stone dead, bitcoin...
Apr 03, 2020•20 min•Ep. 24
Recorded outside of the normal studio environment, host Money Observer editor Faith Glasgow discusses the latest newsworthy topics, including investment trust bargains, with deputy editor Kyle Caldwell. The duo are joined by Money Observer's Nina Kelly, who discusses beginner investing in the current market turmoil, and Moira O'Neill, head of personal finance at interactive investor, who examines the right number of funds for a portfolio and how to avoid slipping from diversification into “diwor...
Mar 31, 2020•20 min•Ep. 23
