Richard is joined by Martyn Jones, lead fund manager of the Liontrust Sustainable Future European Growth and Liontrust GF Sustainable Future Pan-European Growth funds, to discuss investing in high-quality companies, top holdings, (including, semiconductor company ASML, and digital product engineering company Nagarro) and attempting to create a positive impact on the environment. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing i...
Oct 12, 2021•18 min•Ep. 172
In the latest Funds Fan episode, the team argue against a call from campaign group Tax Justice UK for several UK companies, including Scottish Mortgage, to pay a Covid surcharge tax on “excess profits” made during the pandemic. The team also discuss how to avoid potential closet tracker funds, and the high demand for investment trusts this year. Later, Timothy Woodhouse, manager of the JPMorgan Global Growth & Income Trust, explains why the trust is favouring Europe. He also gives his views ...
Oct 08, 2021•31 min•Ep. 171
Shaun Dooley is one of the most recognisable faces in British film and TV, starring in Official Secrets and The Woman In Black on the big screen, as well as hit dramas Broadchurch and Gentleman Jack. In episode four of The ii Family Money Show, he and wife Polly – who have four children together – tell Gabby Logan about how their humble beginnings shaped their attitude to family finance, why Harold Pinter’s The Caretaker changed the course of Shaun’s life, and why he’d ban the word ‘celebrity’. ...
Oct 08, 2021•35 min•Ep. 170
Richard is joined by Dale Nicholls, portfolio manager of the Fidelity China Special Situations investment trust, to discuss investment opportunities in the Chinese market, coping through a tumultuous 12 months and an overview of regulatory crackdowns in China. 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 re...
Oct 05, 2021•16 min•Ep. 169
September’s edition of Mind & Money is all about how to think long term in a world of instant gratification. Are there strategies we can adopt to think more about our future selves than the here and now? Greg Davies, behavioural finance expert at Oxford Risk, gives his top tips to Becky O’Connor, ii’s head of pensions and savings. 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 ...
Sep 29, 2021•26 min•Ep. 168
Richard is joined by Fraser Mackersie, co-manager of the Unicorn UK Ethical Income Fund, to discuss investing in profitable and cash-generative businesses, top holdings, including, Telecom Plus/Utility Warehouse and Brewin Dolphin and taking a long-term view in investing. 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...
Sep 28, 2021•14 min•Ep. 167
Richard is joined by Tom Slater, joint manager of Scottish Mortgage Investment Trust, to discuss identifying the world's most attractive growth companies, top holdings(including Moderna and Chinese internet and technology company Tencent, and the rapid acceleration of development in AI. 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 investmen...
Sep 21, 2021•17 min•Ep. 166
In the latest Funds Fan episode, the team discuss research recently published by interactive investor naming the best-performing investment trusts over the past two decades. Other news items include the unexpected announcement of dividend tax increases from April, and a member of interactive investor’s Super 60 list being put under review. Later, Clive Beagles, who manages the JO Hambro UK Equity Income fund, joins the podcast. The fund focuses on companies that are yielding higher than the FTSE...
Sep 17, 2021•24 min•Ep. 165
Richard is joined by Edmund Harriss, Portfolio Manager of the Guinness Asian Equity Income Fund, to discuss discovering high-quality Asian companies, exposure to the financial and tech sectors and top holdings, including DBS Singapore and China Merchants Bank. 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 re...
Sep 14, 2021•15 min•Ep. 164
Tom Bailey is joined by Aneeka Gupta, equity and commodity strategist at Wisdom Tree, to discuss a new ETF that focuses on emerging markets. Topics discussed include the link between state-owned enterprises and emerging markets, and the tech crackdown in China. 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 r...
Sep 13, 2021•22 min•Ep. 163
Richard is joined by Mattias Siller, co-manager of Barings Emerging EMEA Opportunities Investment Trust, to discuss the evolution of the trust, the philosophy of growth at a reasonable price and top holdings, including Gazprom and mobile phone operator MTN. 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 recom...
Sep 07, 2021•18 min•Ep. 162
In the latest Funds Fan episode, the team discuss Scottish Mortgage’s recent share price performance, the brightening outlook for global dividends, and a rare case of a fund manager(Michael Lindsell)warning investors to think carefully about buying the investment trust he manages - Lindsell Train - at its current valuation. Later, we interview Charles Hamieh, co-manager of the Legg Mason IF ClearBridge Global Infrastructure Income fund, which is a member of interactive investor’s Super 60 list. ...
Sep 03, 2021•25 min•Ep. 161
Richard is joined by Lawson Muncaster, managing director and co-founder of newspaper City A.M., to discuss the origins of the media business, how the younger generation are consuming news in the digital era, and cryptocurrency and investing. 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...
Aug 31, 2021•23 min•Ep. 160
Richard is joined by Richard Marwood, senior fund manager of the Royal London UK Equity Income Fund, to discuss investing in UK equities, top holdings, including IG Group and IMI, and the outlook for the UK 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 purposes only and is not investment research or a personal recommendation to buy or sell any financial inst...
Aug 24, 2021•17 min•Ep. 159
In the latest Funds Fan episode Kyle (ii’s Collectives Editor) and Tom(ii’s ETFs editor) discuss the latest fund and trust news; including Terry Smith’s recent letter to investors and research that revealed in the first half of 2021 investment trust dividends declined for the first time in more than a decade. Later, Kyle interviews Chris McVey, fund manager of Octopus UK Multi Cap Income. The fund has been the best performer in the Investment Assoication’s UK equity income sector from 1 January ...
Aug 20, 2021•27 min•Ep. 158
Anthony Scaramucci is the former banker who had a brief but memorable stint as President Trump’s director of communications. In episode three of The ii Family Money Show, he tells Gabby Logan about why he has been to more Christmas parties hosted by the Obamas than the Trumps, how his attitude to risk changed as he got older and why he takes Mel Brooks’ advice over everybody else’s. Plus, Lee Wild, interactive investor’s Head of Equity Strategy, joins Gabby to explain how ii can help you underst...
Aug 12, 2021•42 min•Ep. 157
Tom Bailey is joined by Rahul Bhushan, co-founder of Rize ETF, and Felix Boudreault, chief sustainability officer at sustainable market strategies, to discuss their new ETF, Rize Environmental Impact 100 UCITS ETF(LIFE). LIFE is the first environmental impact ETF to be launched in Europe. The trio discuss stock selection, holdings and the problem of greenwashing, before considering the Rize Education Tech and Digital Learning ETF(LERN) and the Rize Medical Cannabis and Life Sciences ETF (FLWR). ...
Aug 11, 2021•34 min•Ep. 156
In the latest Funds Fan episode, Kyle (ii’s Collectives Editor)and Tom(ii’s ETFs editor) discuss the latest fund and trust news, including the China stock market sell-off and the latest update for long-suffering investors in the Woodford Equity Income fund. Later, Kyle interviews Alex Wright, a contrarian investor who manages Fidelity Special Values investment trust and Fidelity Special Situations. Wright explains why he think there’s plenty more upside to come for the UK market and names three ...
Aug 06, 2021•26 min•Ep. 155
Richard is joined by Charlie Gibson, director of energy and resources at Edison Group, to discuss the mining industry, why investors buy mining equities, and the impact of the renewable energy boom on the commodities sector. 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 fina...
Aug 03, 2021•23 min•Ep. 154
Few events get investors as excited as a new company joining the stock market via an IPO, or initial public offering. But new research published by Stockopedia, the online investment research platform, has uncovered some fascinating facts about IPO performance that every investor should know about. Listen to interactive investor’s head of equity strategy Lee Wild discuss the findings with Stockopedia analyst Keelan Cooper. You can see the full research document by clicking here: stockopedia.com/...
Jul 29, 2021•14 min•Ep. 153
Richard is joined by Charlie Morris, investment director of The Fleet Street Letter, to discuss all things cryptocurrency. Topics include bitcoin and gold, and the importance of having a diversified 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 instrumen...
Jul 27, 2021•19 min•Ep. 152
The team discuss industry news including expectations for global growth among fund managers, a fund trap for investors to beware, and the launch of Seraphim Space Investment Trust. Later, Brunner investment trust’s Matthew Tillett joins the podcast to discuss strategy, the outlook for dividends in 2021, and why he thinks the global trust’s discount is wider than that of its peers. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended ...
Jul 23, 2021•19 min•Ep. 151
Richard is joined by Ian Mortimer, co-manager of the Guinness Global Innovators Fund, to discuss investing in companies in innovative areas, secular growth themes and top holdings within the fund, including Taiwan Semiconductor and Apple. 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...
Jul 20, 2021•27 min•Ep. 150
Richard is joined by Helen Steers, manager of Pantheon International investment trust, to discuss the strategy of investing in private companies, top holdings, including EUSA Pharma, Allegro and Abacus Data Systems, performance, and the outlook from here. 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 recomme...
Jul 13, 2021•19 min•Ep. 149
Tom is joined by co-founder/co-CEO of HANetf, Hector McNeil, to discuss niche and alternative ETF strategies at HAN, including Europe's first pure-play space ETF, YODA, and U.S. Global Jets ETF (JETS). A wide-ranging conversation also sees them foray into the commercialisation of space and launches for HAN in the renewable energy sector. 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 intende...
Jul 12, 2021•23 min•Ep. 148
The team examine the latest fund and trust news, before interviewing Nicholas Weindling, manager of the JPMorgan Japanese Investment Trust, who discuss how he finds the best companies in Japan, the themes of e-commerce and automation, and whether the country could enjoy an Olympics bounce. 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 invest...
Jul 09, 2021•21 min•Ep. 147
Gabby speaks to star economist Lord Jim O’Neill of Gatley about growing up in Manchester, trying to take over one of the city’s football clubs and how an acronym made him famous. The former Northern Powerhouse minister also lifts the lid on life at Goldman Sachs and what he believes the next few years hold for the global economy – and where retail investors should be looking. Plus, interactive investor’s Richard Hunter joins Gabby to suggest ways you can get started with your own investments. Th...
Jul 08, 2021•45 min•Ep. 146
Richard is joined by Stephen Yiu, lead manager of the LF Blue Whale Growth Fund, to discuss strategy, performance and top holdings, including Adobe, Kering and Nintendo. 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...
Jul 06, 2021•19 min•Ep. 145
Millennial money expert and financial journalist Iona Bain talks to us about her latest book, Own It! How our generation can invest our way to a better future. The Young Money blogger explains why there has never been a better time to start investing and shares details of her best and worst investment decisions, her personal investing diary, as well as her number one tip for a happy retirement. This material is intended for educational purposes only and is not investment research or a personal r...
Jul 02, 2021•25 min•Ep. 144
Richard is joined by David Cornell, managing director of the India Capital Growth trust at Ocean Dial Asset Management, to discuss investing in Indian equities, top holdings(including Dixon Technologies, Emami and R.T. Industries) and how the pandemic has affected the Indian 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 purposes only and is not investment re...
Jul 01, 2021•18 min•Ep. 143
