Our expectations for investment growth can sometimes be at odds with what is realistic. In this episode, Becky and Greg discuss investment loss, including tips and strategies for coping with it, dealing with sustained loss and accepting that ‘loss’ is a part of investing and can potentially make you a better investor. 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 ...
Jun 30, 2021•24 min•Ep. 142
Can slow and steady win the investment race? Find out in Slow Money, a new podcast all about investing that is sustainable in every sense. In the first episode, interactive investor’s Becky O'Connor speaks to Nigel Wilson, chief executive of pensions, insurance and investment giant Legal & General, which is responsible for managing more than £1.3 trillion on behalf of customers. Nigel is a big believer in patient capital and during his time at L&G has pioneered sustainable investment str...
Jun 24, 2021•29 min•Ep. 141
Richard is joined by James Mee, lead fund manager of the Waverton Multi-Asset Income Fund to discuss the workings of the fund, the view for the UK post-Covid and potentially less inflationary pressure going into 2022. 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 buy or sell any financial i...
Jun 22, 2021•15 min•Ep. 140
In this episode, the team discuss interactive investor’s ‘skin in the game’ campaign, which is calling on fund managers to disclose how much of their own investments they have in the fund or investment trust they manage. Kyle (ii Collectives Editor) and Tom (ii ETFs editor) also chat about the proposed launch of a space-themed investment trust. Later, Richard Hallett, fund manager of Marlborough Multi-Cap Growth, which is a member of interactive investor’s Super 60 list, joins the podcast. Richa...
Jun 18, 2021•22 min•Ep. 139
Richard is joined by Jon Wallace, fund manager of Jupiter Green investment trust to discuss the increased focus on ESG, the impact on finding 'green bargains' and the move towards innovative companies. 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 buy or sell any financial instrument or pro...
Jun 15, 2021•16 min•Ep. 138
Gabby speaks to legendary screenwriter and Comic Relief co-founder Richard Curtis about family, Four Weddings and how he is saving the planet through his Make My Money Matter campaign. The man behind Blackadder, Notting Hill and Comic Relief also tells of the ultimatum his dad gave him when he was starting out as a writer and how his signed copy of William Wordsworth’s Lyrical Ballads ended up in a charity shop. Plus, Becky O’Connor, Head of Pensions & Savings at interactive investor (ii), j...
Jun 11, 2021•46 min•Ep. 137
Tom is joined by Brendan Ahern, chief investment officer at KraneShares, to discuss the history of index and passive investing in China, and the breakdown of share categories. The pair also take a broad look at the long-term goals of the Chinese government and what it means for the economy and firms in the future. 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 purpos...
Jun 11, 2021•31 min•Ep. 136
Gervais Williams, co-manager of the Premier Miton Diverse Income Trust, talks to Richard about its recent performance, the global view of the UK and why not all mining stocks deserve the wide berth other managers give them. 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 buy or sell any finan...
Jun 08, 2021•15 min•Ep. 135
In this episode, the team discuss increasing global and domestic optimism for dividends. Later, Alasdair McKinnon of the Scottish Investment Trust joins the podcast. In the interview, the fund manager explains why he likes the outlook for gold, and why the trust is ignoring overlooked, over-hyped areas of the market. 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 pur...
Jun 04, 2021•27 min•Ep. 134
There is a lot of concern about inflation in the media, but what does the term mean and why does it matter? Mathematician Dr Richard Smith explains, and sounds the warning on why you can't leave cash in the bank in an inflationary environment. Enjoyed listening? Please like and subscribe. Want to learn more about the world of investing? Visit our Knowledge Centre: https://www.ii.co.uk/knowledge-centre This material is intended for educational purposes only and is not investment research or a per...
Jun 01, 2021•9 min•Ep. 133
Richard is joined by Marcus Phayre-Mudge, fund manager of the TR Property Investment Trust, to discuss investing in physical property, removing liquidity concerns, how the trust has managed during the last 12 months, and the changing environment. 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 t...
Jun 01, 2021•23 min•Ep. 132
In this brand new podcast, Gabby Logan speaks to famous faces about the role money has played in their family life and professional success. She'll also get expert tips to help you get to grips with your own finances. Joining Gabby for episode one soon is the man behind Blackadder, Four Weddings And A Funeral and Comic Relief, Richard Curtis. There'll be a new episode every month, so find and follow The ii Family Money Show in your podcast app now to make sure you don't miss out. The ii Family M...
May 27, 2021•59 sec•Ep. 131
The investment industry has long been associated with male dominance and a disparity in terms of female representation. In this episode, Becky and Greg discuss whether there are key differences between men and women with regard to finance, social expectations and how we can better frame investment to appeal to women. 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 o...
May 26, 2021•19 min•Ep. 130
Richard is joined by Richard Perrott, one of the portfolio managers of the Morgan Stanley Global Brands Equity Income fund, to discuss the strategy and objectives of the fund, top holdings, and what the outlook is going forward. 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 buy or sell any ...
May 25, 2021•16 min•Ep. 129
In this episode, the team examine which equity fund sectors are popular among investors and consider high-yielding investment trusts. Later, Anthony Cross, manager of the Liontrust Special Situations fund, which appears on interactive investor’s Super 60 rated list of investments, joins the podcast. In the interview, he tells us what he looks for in businesses and discusses the fund’s performance during the Covid-19 sell-off and subsequent recovery. Cross also names a couple of shares with stron...
May 21, 2021•23 min•Ep. 128
The manager of the UK Buffettology fund talks to us about the investment style, top stocks and new acquisitions. Enjoyed listening? Please like and subscribe. This episode is also available as a vodcast. Watch the video on the interactive investor YouTube channel at: https://youtu.be/xDfUJe0esVI 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 recommendati...
May 18, 2021•16 min•Ep. 127
Rebecca O'Connor, head of pensions and savings at interactive investor, is joined by Dan Mikulskis, lead investment adviser and partner at the actuarial consultancy LCP, to discuss a new report: Is 12% the new 8%? The joint report from interactive investor and LCP highlights the dramatic impact that ‘lower for longer’ investment growth rates could have on retirement outcomes and outlines how individuals, pension providers and policymakers should respond. Read the report to find out: Why your exp...
May 11, 2021•26 min•Ep. 126
Richard is joined by Tom Buckingham, the portfolio manager of the JP Morgan European Income Investment Trust to discuss the aims and objectives of the trust, top holdings and coping with the volatility of a global pandemic. 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 buy or sell any finan...
May 11, 2021•20 min•Ep. 125
The team discuss Scottish Mortgage, the most-popular funds and trusts among investors, and interview Toby Ross, manager of the Baillie Gifford Responsible Global Equity Income fund. 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 buy or sell any financial instrument or product, or to adopt an...
May 07, 2021•23 min•Ep. 124
Tom is joined by Tom Eckett, editor at ETF Stream, to discuss what has happened at iShares Global Clean Energy, what an active ETF is and what trends to watch out for in the ETF world. 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 buy or sell any financial instrument or product, or to adopt...
May 06, 2021•21 min•Ep. 123
Richard is joined by Paul Niven, fund manager of F&C Investment Trust to discuss the history of the trust, how it operates today and what the future potentially holds in a post-pandemic environment. 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 buy or sell any financial instrument or pr...
May 04, 2021•24 min•Ep. 122
Choosing what to invest in can mean considering what makes sense ethically as well as financially. In this episode, Becky and Greg discuss sustainable investing, all-things ESG and the reasons for its popularity. 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 a behavioural finance expert at Oxford Ri...
Apr 28, 2021•29 min•Ep. 121
Richard is joined by Becky Qin, assistant portfolio manager at Fidelity Multi-Asset Income fund, to discuss income strategy, being a global investor and what the future holds for the fund. 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 buy or sell any financial instrument or product, or to a...
Apr 27, 2021•23 min•Ep. 120
The team discuss the comeback of fund manager Mark Barnett, standout fund performers of the first quarter and the benefits of boutique firms. Later, Simon Moon, co-manager of the Unicorn UK Ethical Income fund, joins the programme. The fund invests in mid and small-cap firms and appears on our ACE 40 ethical rated list of investments. Simon discusses investing ethically and the outlook for dividends for the rest of 2021. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.c...
Apr 23, 2021•22 min•Ep. 119
Richard is joined by Helen Mahy, chairman of The Renewables Infrastructure Group (TRIG), to discuss clean energy investment, renewable energy and all things ‘green’. 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 buy or sell any financial instrument or product, or to adopt any investment str...
Apr 20, 2021•14 min•Ep. 118
Tom is joined by Howie Li, the head of ETFs at Legal & General Investment Management (LGIM), to discuss thematic and sector investing, the sectors of tomorrow and future plans for LGIM. 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 buy or sell any financial instrument or product, or to ...
Apr 15, 2021•28 min•Ep. 117
Richard Hallett, manager of the Marlborough Multi-Cap Growth Fund, looks at the opportunities presented in tech and healthcare, why he tends to avoid housebuilders, and the benefits of backing quality companies in a pandemic. 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 buy or sell any fin...
Apr 13, 2021•20 min•Ep. 116
The team begin by discussing the standout performance of three UK fund sectors before questioning how long the predicted post-pandemic boom might last. Later, Guy Anderson, portfolio manager of the JP Morgan Mercantile investment trust, joins the podcast to discuss his outlook for dividends in 2021, and stocks to play the post-pandemic themes of ‘recovery and consumption’ and ‘industrial recovery’. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news ...
Apr 09, 2021•20 min•Ep. 115
Richard sits down with Richard Penny, manager of the TM CRUX UK Special Situations Fund, to talk about the attraction of tech and non-Covid healthcare stocks, and how he builds resilience into the portfolio. 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 buy or sell any financial instrument ...
Apr 06, 2021•16 min•Ep. 114
Richard takes a closer look at Temple Bar investment trust with its co-manager, Ian lance, who explains his post-Covid market outlook and why the previously unfancied Royal Mail is among the trust’s top holdings. 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 buy or sell any financial instru...
Mar 30, 2021•17 min•Ep. 113
