It can be a source of friction and awkwardness, but inheritance is an important subject for families. In this episode, Becky and Greg explore the importance of personality, timing and how to break the silence, whether you’re the one giving or inheriting. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas. Becky O’Connor is Head of Pensions & Savings at interactive investor. Greg Davies is...
Mar 24, 2021•24 min•Ep. 112
Peter Spiller has been manager of the Capital Gearing Trust since 1982. After one of the more extraordinary 12 months of his 39-year tenure, he speaks to Richard about luck and opportunities amid uncertainty and why bitcoin is an ESG disaster. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to b...
Mar 23, 2021•19 min•Ep. 111
The team begin by addressing renewed investor interest in UK funds and the recent performance of Scottish Mortgage, one of our Super 60 choices. Later, Jonathan Brown, manager of the Invesco Perpetual UK Smaller Companies investment trust, joins the podcast. Note: this podcast was recorded on 17 March 2021. On 19 March, it was announced that James Anderson, joint fund manager of Scottish Mortgage, will retire and step down from the trust on 30 April 2022. Enjoyed listening? Please like and subsc...
Mar 19, 2021•22 min•Ep. 110
Richard completes the Lindsell Train set this week, sitting down with Michael Lindsell, portfolio manager of Lindsell Train Global Equity. The pair discuss strategy overlap at Lindsell Train, Covid-19 and why tech is under the microscope. Enjoyed listening? Please like and subscribe. This episode is also available as a vodcast. Watch the video on the interactive investor YouTube channel at: bit.ly/Lindsell Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. ...
Mar 16, 2021•24 min•Ep. 109
In this special edition of the interactive investor podcast, news editor Sam Barker meets Caroline Rainbird, chief executive of the Financial Services Compensation Scheme (FSCS) to discuss the rise of financial scams. Visit ii.co.uk/stock-market-news for more insight and ii.co.uk/about-ii/your-protection to find out how interactive investor helps keep your money safe. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sel...
Mar 10, 2021•17 min•Ep. 108
Richard meets AVI Global Trust portfolio manager Joe Bauernfreund to talk Japan, Covid-19 and the attraction of family-controlled holding companies with stakes in the likes of Ferrari and Juventus FC. Visit ii.co.uk/stock-market-news for more investing insight and ideas. 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...
Mar 09, 2021•13 min•Ep. 107
To mark International Women’s Day 2021, Audrey Ryan, fund manager of Aegon Ethical Equity, sits down with Richard to take a closer look at the fund and discuss the likelihood of seeing more female fund managers in the investment industry over the next decade. Visit ii.co.uk/stock-market-news for more investing insight and ideas. Find out more about International Women’s Day at: internationalwomensday.com. This material is intended for educational purposes only and is not investment research or a...
Mar 08, 2021•19 min•Ep. 106
Kicking off the podcast, the team discuss the performance of fund sectors since the Covid-19 sell-off a year ago and the investment trusts that would have created ISA millionaires. Later, Cormac Weldon, who oversees Artemis US Smaller Companies, is our fund manager guest. The fund is one of our Super 60 fund choices. Visit ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommend...
Mar 05, 2021•24 min•Ep. 105
Tom Bailey’s guest for this episode is Larry Swedroe, chief research officer at Buckingham Wealth Partners, a long-standing advocate of passive investing, and a prolific author. Visit ii.co.uk/stock-market-news for more investing insight and ideas. 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...
Mar 02, 2021•53 min•Ep. 104
Jon Hudson, co-fund manager of Premier Miton UK Growth, joins Richard this week to talk video games and why investors should keep the faith with the travel industry. Visit ii.co.uk/stock-market-news for more investing insight and ideas. 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, an...
Mar 02, 2021•17 min•Ep. 103
Becky is once again joined by Greg Davies, behavioural finance expert at Oxford Risk, to talk risk, family and why the news can cloud our judgment when it comes to investing. Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas. 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...
Feb 24, 2021•24 min•Ep. 102
This week, Premier Miton fund manager Nick Greenwood talks to Richard about the Global Opportunities trust, its performance amid the Covid-19 pandemic and why Vietnam is such an attractive investment opportunity. Visit ii.co.uk/stock-market-news for more investing insight and ideas. 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 o...
Feb 23, 2021•18 min•Ep. 101
The team begin by debating the return of fallen star fund manager Neil Woodford and his apology to investors. Later, Simon Holmes, lead fund manager of the BMO Sustainable Universal MAP range, joins the podcast to discuss the three multi-asset sustainable funds that are part of our Quick-Start range for beginner investors. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more insight and ideas. This material is intended for educational purposes only and is not investment research or a per...
Feb 19, 2021•25 min•Ep. 100
Richard talks to Dr Trevor Polischuk, co-portfolio manager of the Worldwide Healthcare Trust, about how the trust and the wider healthcare sector has performed amid the Covid-19 pandemic. Visit ii.co.uk/stock-market-news for more investing insight and ideas. 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 ri...
Feb 16, 2021•19 min•Ep. 99
Richard is joined by Andy Ho, chief investment officer at VinaCapital Investment Management, to talk Vietnam’s investment potential and how the fund has coped amid the coronavirus pandemic. Visit ii.co.uk/stock-market-news for more investing insight and ideas. 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 ...
Feb 09, 2021•16 min•Ep. 98
In this episode, the team discuss the most-popular funds and investment trusts among interactive investor customers, interest in China-focused investments, and the growing focus on emerging markets. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more insight and ideas. Later, they are joined by Henry Dixon, fund manager of Man GLG Income fund, one of our Super 60 fund choices. Finally, the focus turns to the Legg Mason Clear Bridge Global Infrastructure Income fund, which was recently a...
Feb 05, 2021•21 min•Ep. 97
Hector McNeil, co-CEO of HANetf, talks to interactive investor’s Tom Bailey about trends that investors ought to be aware of and highlights ETFs to consider. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more insight and ideas. 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, a...
Feb 04, 2021•21 min•Ep. 96
Tom Becket, chief investment officer at Punter Southall Wealth, joins Richard this week to talk dividends, Covid and big tech. Visit ii.co.uk/stock-market-news for more investing insight and ideas. 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 could get back less than you inve...
Feb 02, 2021•18 min•Ep. 95
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 news editor Sam Barker is joined by head of pensions and savings Becky O’ Connor to demystify the tax rules on investments and assets. 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 inve...
Jan 28, 2021•8 min•Ep. 94
In the first episode of a new series, interactive investor’s Becky O’Connor is joined by Greg Davies, behavioural finance expert at Oxford Risk. Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas. 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 ...
Jan 27, 2021•24 min•Ep. 93
This week, Richard catches up with James Harries, manager of the Securities Trust of Scotland, on the challenges of 2020, what he thinks 2021 might bring and the importance of global exposure. Visit ii.co.uk/stock-market-news for more investing insight and ideas. 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 c...
Jan 26, 2021•18 min•Ep. 92
In this episode, the team discuss changes to interactive investor’s Super 60 list of investments, and the outlook for dividends in 2021 following the publication of Link’s Dividend Monitor. Later, Simon Edelsten, fund manager of the Mid Wynd International investment trust, joins the podcast to discuss recent portfolio changes, investing in tech and the UK market. Finally, the focus turns to the Diverse Income investment trust, one of the new additions to the Super 60 list. Visit ii.co.uk/funds a...
Jan 22, 2021•22 min•Ep. 91
In the latest episode, we are joined by Anthony Ginsberg, co-founder of the HAN-GINs Tech Megatrend Equal Weight UCITS ETF, who explains what investors need to know about tech investing and the new president of the United States. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more insight and ideas. 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...
Jan 20, 2021•18 min•Ep. 90
The star fund manager talks to Richard Hunter about the Finsbury Growth & Income Trust and Warren Buffett, and answers interactive investor customers’ questions. Visit ii.co.uk/stock-market-news for more investing insight and ideas. 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, an...
Jan 19, 2021•44 min•Ep. 89
interactive investor experts Kyle Caldwell and Tom Bailey discuss the best and worst-performing fund sectors of last year, and examine the most popular funds and investment trusts of December. The pair are joined by James de Uphaugh, fund manager of the Edinburgh Investment Trust, who discusses taking the helm at the trust in March 2020 during the height of the Covid-19 stock-market storm. De Uphaugh explains the trust’s integration of environmental, social and governance (ESG) values, and the r...
Jan 08, 2021•24 min•Ep. 88
Ed Smith, head of asset allocation research at Rathbones, talks to interactive investor about some of the challenges and prospects for the UK economy in 2021. 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 could get back less than you invested. The investments referred to may n...
Jan 07, 2021•15 min•Ep. 87
Mark Makepeace was the founding chief executive of FTSE International and for decades oversaw the creation of the FTSE brand and indices. He talks to ETFs editor Tom Bailey about his new book, FTSE: The Inside Story, and major changes that have taken place in the UK stock market. 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...
Dec 21, 2020•27 min•Ep. 86
interactive investor experts Kyle Caldwell and Tom Bailey discuss the best funds and investment trusts of the year, and examine a poll of investment trust managers that reveals where they expect to find value opportunities in 2021. The pair are joined by Jonathan Davis, editor of the annual Investment Trust Handbook, who discusses highlights of this year’s book, including insights from Aberdeen Standard Life’s Harry Nimmo, Monks’ Charles Plowden and Allianz Technology Trust’s Walter Price. Davis...
Dec 18, 2020•20 min•Ep. 85
A group of four from Reading School won this year’s Student Investor Challenge competition, which is run by the London Institute of Banking and Finance and aims to help young people learn about the stock market. We caught up with two of the winners to find out how their virtual £100,000 portfolios fared. 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...
Dec 15, 2020•9 min•Ep. 84
Tom Bailey, interactive investor’s ETFs editor, and Nitesh Shah, director of commodity research at WisdomTree Europe, discuss exchange-traded products, gold and oil investing, and emerging trends in commodity ETFs. 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 could get back l...
Dec 10, 2020•18 min•Ep. 83
