It's rarely a good thing when pensions are on the front pages. But is there really cause to panic? Becky and Kyle assess the fallout from the past fortnight, including the impact on defined contribution schemes, whether you should consider delaying retirement and some drawdown dos and don’ts. Join the conversation on Twitter @iiOnTheMoney or by emailing us at OTM@ii.co.uk . Ask a question, tell us what you want us to talk about, or simply share your views. On The Money is an interactive investor...
Oct 20, 2022•20 min•Ep. 3
We’ve all made them… and many of us probably still are doing. From underestimating risk and pension panics to Junior ISAs and buying funds, Becky and Kyle look back on their biggest investment mistakes - and some common industry ones, too. Tell us about yours and join the conversation on Twitter @iiOnTheMoney or by emailing us at OTM@ii.co.uk . Ask a question, tell us what you want us to talk about, or simply share your views. On The Money is an interactive investor (ii) podcast. For more invest...
Oct 13, 2022•26 min•Ep. 2
Interest rate rises aren't going away any time soon. In the first episode of On The Money, Becky O'Connor and Kyle Caldwell tackle what it all means for your savings and investments, and try to find positives amid the chaos. Join the conversation on Twitter @iiOnTheMoney or by emailing us at OTM@ii.co.uk . Ask a question, tell us what you want us to talk about, or simply share your views. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www....
Oct 06, 2022•25 min•Ep. 1
In a special, final Funds Fan podcast, Kyle Caldwell and Sam Benstead discuss their top 10 tips for investing in funds. These include the active versus passive debate, the dangers of chasing the best-performing funds, and why understanding what you invest in is essential. The duo also discuss the lessons from the Neil Woodford collapse and why keeping costs down is key. Later on in the podcast, Sam interviews Ewan Markson-Brown, manager of the Crux Asia ex-Japan fund. Ewan joined boutique Crux a...
Sep 16, 2022•42 min•Ep. 229
Kyle Caldwell and Sam Benstead discuss the latest fund and investment trust news; including recent research from Morningstar that debunked the widely held view that funds with a large amount of assets underperform small funds. The duo also discuss investment trust gearing, and F&C Investment Trust’s promotion to the FTSE 100. Later in the podcast, Sam interviews Gerrit Smit, fund manager of Stonehage Fleming Global Best Ideas Equity. It is a strategy where comparisons can be drawn to Fundsmi...
Sep 02, 2022•34 min•Ep. 228
I'm joined this week by Tim Levene, chief executive of Augmentum Fintech, which previously invested in interactive investor. We talk about the exciting world of start-ups, Augmentum’s current top holdings, what the future has in store for fintech and the value of patience. Enjoyed listening? Please like and subscribe for free to the ii Podcast. Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. Follow us on social media: Twitter: twitter.com/ii_couk...
Aug 25, 2022•16 min•Ep. 227
Kyle Caldwell and Sam Benstead discuss the latest fund and investment trust news; including Terry Smith’s portfolio activity, investment trust discount opportunities, and change at the top at Allianz Technology Trust. Later in the podcast, Sam interviews Cormac Weldon, fund manager of Artemis US Smaller Companies. Weldon details recent portfolio changes, as well as offering his insight into the relative value of US shares and smaller companies at the moment. The fund is a member of interactive i...
Aug 19, 2022•35 min•Ep. 226
I'm joined this week by Ian Lance, co-manager of the Temple Bar investment trust. A lot has happened, to say the least, since we last spoke in March 2021. Ian tells me this time why tech stocks remain under pressure, why he remains confident in the value rally, and why Royal Mail (LSE:RMG) could still deliver. Enjoyed listening? Please like and subscribe for free to the ii Podcast. Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. Follow us on soci...
Aug 11, 2022•16 min•Ep. 225
Kyle Caldwell and Sam Benstead run through the funds and investment trusts that investors have been buying to take advantage of stock markets returning to form in July. They also give their take on Scottish Mortgage breaching its unlisted stock limit, and Sam explains why the outlook for bonds is looking up. Later on in the podcast, the fund manager interview is Fiona Yang, co-manager of the Invesco Asia Trust, which invests in undervalued Asian franchises. Yang explains why she has been increas...
Aug 05, 2022•23 min•Ep. 224
Richard Shepherd-Cross is my guest on the pod this week. As investment manager of Custodian REIT (or real estate investment trust), Richard explains the benefits of buying smaller, regional properties, how ESG interests have shaped the trust’s approach in recent years, and why he is keeping cool under the pressure of rising interest rates. Enjoyed listening? Please like and subscribe for free to the ii Podcast. Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insigh...
Jul 28, 2022•17 min•Ep. 223
Kyle Caldwell and Sam Benstead run through how funds and investment trusts have fared in the first half of 2022 – including highlighting why funds have held up better than trusts. The duo also name their top tips for deciding whether to hold or fold when a fund manager retires or jumps ship to join a rival firm. Later on in the podcast, Kyle chats to Peter Ewins, fund manager of the recently renamed Global Smaller Companies Trust, which was formerly called the BMO Global Smaller Companies Trust....
Jul 22, 2022•32 min•Ep. 222
Richard is joined by Matthew Tillett, lead portfolio manager for the Brunner investment trust to talk substance over style, bargain-hunting in the post-pandemic ‘wild’, and why digital tech makes Adidas a stock to watch. Enjoyed listening? Please like and subscribe for free to the ii Podcast. Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. Follow us on social media: Twitter: twitter.com/ii_couk Facebook: www.facebook.com/weareii LinkedIn: www.lin...
Jul 12, 2022•20 min•Ep. 221
Sam Benstead and Richard Hunter discuss the biggest news item in the world of fund investing, including the outlook for company earnings as firms report their second-quarter results, and the alarming rise of private company allocations in some investment trusts, including Scottish Mortgage. They also discuss the bond sector, where a sharp sell-off has led to yields that finally offer investors a respectable income. One casualty of falling bond prices has been the 60/40 portfolio, but the outlook...
Jul 08, 2022•30 min•Ep. 220
Jonathan Davis is the author of the Investment Trusts Handbook, the editorially independent annual described as "the definitive guide to the sector". He joins Richard to take a closer look at why he considers trusts to be the "connoisseur’s choice", closed and open-ended investments and whether we are in a bear market. Enjoyed listening? Please like and subscribe for free to the ii Podcast. Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. Follow u...
Jun 28, 2022•11 min•Ep. 219
Kyle Caldwell and Sam Benstead explain why professional investors are extremely bearish at the moment, and point out that the world’s largest fund manager is not ‘buying the dip’. The duo also name the income funds and trusts proving more popular with investors over the past couple of months, and run through a pledge made by respected investor Nick Train. Later in the podcast, Sam chats to Barry Norris, who runs the Argonaut Absolute Return fund, which is a strategy that aims to make money in bo...
Jun 24, 2022•33 min•Ep. 218
Zehrid Osmani is Richard's guest this week. The manager of the Martin Currie Global Portfolio Trust talks making money without exposure to traditional FAANG stocks, plus the growth of the metaverse and the potential opportunities it holds for investors. Enjoyed listening? Please like and subscribe for free to the ii Podcast. Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. Follow us on social media: Twitter: twitter.com/ii_couk Facebook: www.faceb...
Jun 14, 2022•17 min•Ep. 217
Kyle Caldwell and Sam Benstead explain why dividend investing has come back into fashion, running through the income fund sector that is in high demand. The duo, however, point out that a trick may be missed, as UK equity income funds, which on average yield 3.8%, continue to be shunned. Sam also names his five top tactics for investors to navigate a bear market. Later in the podcast, our fund manager interview is Carlos Hardenberg, co-manager of the Mobius Investment Trust, a member of interact...
Jun 10, 2022•23 min•Ep. 216
In the final episode of series two, Gabby meets adventurer and author Alastair Humphreys. A National Geographic Adventurer of the Year, Alastair’s many outdoor escapades include cycling round the world, rowing the Atlantic and walking across India, but he has also won acclaim for his pioneering work on the concept of cheaper, simpler, closer-to-home microadventures. He spends his time encouraging people to live more adventurously… but is his enterprising and often daring spirit reflected in his ...
Jun 01, 2022•38 min•Ep. 215
This week, Richard meets Ben Rogoff, Director (Technology) at Polar Capital. Ben discusses next-gen stocks and whether the current climate is comparable to the dot-com bubble, and takes a closer look at some of the holdings of the Polar Capital Global Technology Fund. Enjoyed listening? Please like and subscribe for free to the ii Podcast. Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. Follow us on social media: Twitter: twitter.com/ii_couk Face...
May 31, 2022•15 min•Ep. 214
In the latest episode, Kyle Caldwell and Sam Benstead detail how Terry Smith, Nick Train, and the managers of Scottish Mortgage have been playing the stock market sell-off, naming the shares they have been buying and selling. Sam also runs through his analysis of the big four wealth preservation investment trusts: Ruffer, Capital Gearing, Personal Assets and RIT Capital Partners. Later, fund manager Simon Barnard of Smithson Investment Trust explains how he is approaching stock markets at the mo...
May 27, 2022•30 min•Ep. 213
Dame Jayne-Anne Gadhia is widely regarded as one of Britain’s most successful bankers but, as she tells Gabby, didn’t always plan a career in finance. Jayne-Anne helped Sir Richard Branson set up Virgin Money and as CEO steered the company through takeovers, a stock market float and eventual sale. She currently chairs the HMRC Board and, in 2020, launched Snoop, a money management app designed to help people become savvier with their spending and saving. Until last year, she was the Government’s...
May 26, 2022•40 min•Ep. 212
Mayor of Greater Manchester Andy Burnham is Gabby’s guest on the pod this week. Andy became the Member of Parliament for Leigh in 2001 and served as both Culture Secretary and Health Secretary under Gordon Brown. Previously, he was Chief Secretary to the Treasury during one of the most turbulent times for the world’s financial markets. In 2017 he left Westminster to successfully run for the new role of mayor of Greater Manchester, and was re-elected for a second term last year. Described unoffic...
May 19, 2022•32 min•Ep. 211
Richard is joined by Stuart Rutherford, head of retail execution services at Liberum, to talk market makers: what they are, why they are important and how they decide a stock's initial price. They also take a closer look at the difference between order-driven and quote-driven prices. Enjoyed listening? Please like and subscribe for free to the ii Podcast. Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. Follow us on social media: Twitter: twitter....
May 17, 2022•16 min•Ep. 210
In the latest episode, as usual Kyle Caldwell and Sam Benstead cast their eyes over a couple of fund and investment trust news stories; including explaining why investors have been dumping funds in the first quarter of 2022, and whether investors should expect more closures for funds that mainly invest in Russia. Later on in the podcast, is an interview with Lawrence Burns, deputy fund manager of Scottish Mortgage. Burns gives his thoughts on the market rotation that’s been taking place in recen...
May 13, 2022•30 min•Ep. 209
Sarah Willingham originally planned a career in finance before making her fortune in food. Growing up in Stoke, the entrepreneur and former Dragon on the BBC's Dragons’ Den started her first paper round at the age of 11, then took her first steps in the restaurant trade aged just 13. From there she went on to work for Pizza Express and Planet Hollywood, and then turned Indian restaurant chain Bombay Bicycle Club into a multi-million-pound business. She also, along with her husband, built and the...
May 12, 2022•35 min•Ep. 208
Selina Flavius went from dealing with thousands of pounds of debt to launching her own financial coaching company Black Girl Finance in April 2019, closely followed by a book of the same name, which is the subject of our discussion. Last year, Selina was named the British Bank Awards Online Financial Influencer of the Year. She talks to us about about dealing with thousands in debt, women and investing, the ethnicity pay gap, what stopped her from doing economics A-level, being an angel investor...
May 10, 2022•19 min•Ep. 207
Greg Jackson is the founder and chief executive of Octopus Energy, one of the UK's fastest-growing energy companies. Before building Octopus, which is now valued at more than a billion pounds, Greg enjoyed a hugely successful career in the world of digital start-ups as both an investor and manager. He's also been a member of Greenpeace since the age of 16, and is well known for believing passionately in the benefits of a good work-life balance both for himself and his staff. Greg talks to Gabby ...
May 05, 2022•39 min•Ep. 206
This week, Richard meets Joe Bauernfreund, manager of the AVI Global Trust and AVI Japan Opportunity Trust at Asset Value Investors. Joe explains why Japan is, surprisingly, years behind other countries in terms of technological capabilities and how, with markets' attention elsewhere, he sees it as a land of great opportunity. Enjoyed listening? Please like and subscribe for free to the ii Podcast. Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. ...
May 03, 2022•16 min•Ep. 205
Series 2 kicks off with Gabby Logan speaking to author, political strategist and podcaster Alastair Campbell. Having started out as a journalist, Alastair is best known for his six-year stint as former British Prime Minister Tony Blair’s director of communications, previously serving as his press secretary while in Opposition. Despite returning briefly as an adviser to Gordon Brown and Ed Miliband, Alastair left frontline politics behind in 2003 to focus on his partner Fiona and their three chil...
Apr 28, 2022•36 min•Ep. 204
In the latest episode, Kyle Caldwell and Sam Benstead run through key takeaways for fund and trust investors from the first quarter of 2022. Among the subjects discussed is why over that time period similarly managed funds held up better than trusts. Separately, on the back of bond markets flashing a warning that a recession could be on the cards, the duo name the types of investments that would, in theory, perform well during an economic downturn. Later in the podcast, Jeff Atherton, who manage...
Apr 22, 2022•15 min•Ep. 203
