Richard is joined by Ian Mortimer, manager of Guinness Global Equity Income, to discuss the fund's objectives, holdings, and the impact of Covid on dividends. They also talk technology stocks and opportunities for dividends in this area. 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 ...
Apr 19, 2022•18 min•Ep. 202
In the latest Funds Fan podcast, Kyle Caldwell and Sam Benstead discuss whether Scottish Mortgage’s unlisted investments are overvalued and examine the most-popular funds and trusts in March among interactive investor customers. The fund manager interview is with Wise Funds’ Vincent Ropers, who is a multi-asset investor. Ropers reveals the qualities he looks for in a fund manager, offers ideas on how investors can add inflation protection to portfolios, and names a few investment trust bargain o...
Apr 08, 2022•26 min•Ep. 201
Gabby Logan is back for series two to talk family, finance and fame with some familiar faces. Each week, they'll tell her about the role money has played in their home life and professional success, revealing how their relationship with money has changed over the years, the life lessons they’ve learned along the way, and how they plan for their family's future. Through their experiences, you may even get a few ideas for how you can plan for yours. Among the series two guests are former Dragon's ...
Apr 07, 2022•1 min•Ep. 200
After previously interviewing Nick Train and Michael Lindsell, Richard meets James Bullock, joint portfolio manager of the Lindsell Train Global Equity Fund to talk Diageo, Nintendo and his market outlook. This interview is also available as a vodcast on the interactive investor YouTube channel. 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: Twitt...
Mar 29, 2022•22 min•Ep. 199
In our latest episode, Kyle Caldwell and Sam Benstead discuss investment trust dividend heroes – explaining how the ‘revenue reserve’ work in practice. The duo also run through the latest update to investors in the closed Woodford Equity Income fund – just under £141 million of assets are left to be distributed to investors. Sam also explains why the 2020s are starting to look a lot like the 1970s – and gives some tips on how to invest during inflationary periods. Later, Stuart Gray, of Willis T...
Mar 18, 2022•22 min•Ep. 198
Sue Noffke, lead fund manager of the Schroder Income Growth Fund, joins Richard to talk ESG(environment, social and governance), dividend cuts and generating income from UK markets. 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: https://twitter.com/ii_couk Facebook: https://www.facebook.com/weareii LinkedIn: https://www.linkedin.com/compa...
Mar 15, 2022•18 min•Ep. 197
In our latest episode, Kyle Caldwell is joined by new co-host Sam Benstead, who is interactive investor’s deputy collectives editor. Sam, who joins ii from The Daily Telegraph, explains how he personally invests, naming the three active funds and one passive fund in his stocks and shares ISA. The duo also discuss the investment implications of Russia’s invasion of Ukraine, with several funds putting suspensions in place that bar investors from accessing their money. Later, Simon Gergel, manager ...
Mar 04, 2022•25 min•Ep. 196
Richard is joined by Duncan MacInnes, investment director at Ruffer, to discuss why they sold their bitcoin position after six months and how conventional portfolios could currently be vulnerable. Plus, they talk about ways to protect portfolios from inflation. Enjoyed listening? Please like and subscribe to the ii Podcast. 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. Fol...
Mar 01, 2022•16 min•Ep. 195
In our latest Funds Fan episode, Richard Hunter, head of markets at interactive investor, joins Kyle Caldwell to discuss the market rotation over the past few months. The duo also discuss the unloved UK market, which has performed well over the past year and looks well placed to maintain its form if value shares continue to shine. Later, bond investor Claudia Calich, who manages the M&G Emerging Market Bond fund, makes the investment case for the asset class she invests in. Calich also expla...
Feb 18, 2022•25 min•Ep. 194
In this episode, Richard is joined by Charles Jillings of ICM Investment Management Ltd to talk about the Utilico Emerging Markets Trust, which is part of ii's Super 60 list of rated investments. Plus why China is still considered an emerging market despite predictions that it will be the world's largest economy in the next decade. Enjoyed listening? Please like and subscribe! Visit https://www.ii.co.uk/funds and https://www.ii.co.uk/stock-market-news for more investing insight and ideas. You ca...
Feb 15, 2022•16 min•Ep. 193
In this episode of Mind & Money, Becky and Greg discuss whether it is essential to be confident and clever to succeed when investing. 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 Risk. See oxfordrisk.com for more information. Enjoyed listening? Please like and subscribe for free to the ii Podcast. Fol...
Feb 11, 2022•18 min•Ep. 192
interactive investor’s Kyle Caldwell and Lee Wild give their take on January’s tech sell-off, which has negatively impacted Scottish Mortgage. The duo, who both have personal investments in Scottish Mortgage, give their views on Britain’s most-popular investment trust, and explain why UK dividends are expected to fall in 2022. Later, Nick Scullion, manager of the Foresight Global Real Infrastructure fund, a member of ii’s ACE 40 list of ethical investments, joins the podcast. Scullion explains w...
Feb 04, 2022•21 min•Ep. 191
Richard is joined by Nick Train, co-founder of Lindsell Train Limited and manager of the Finsbury Growth & Income investment trust, to discuss the UK market, Manchester United, Unilever, dividends, and more. The fund manager also answers some reader questions. 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: https://twitter.com/ii_couk ...
Feb 01, 2022•28 min•Ep. 190
In our latest episode, interactive investor’s Kyle Caldwell and Nina Kelly discuss five key takeaways from Terry Smith’s annual letter to Fundsmith Equity investors. The duo also explain a core-satellite approach and offer tips for those considering such an approach. Later, bond investor Phil Milburn, joint manager of the Liontrust Strategic Bond fund, joins the podcast. Milburn discusses the big risks facing bond markets this year, including high inflation and the interest rate rises expected t...
Jan 21, 2022•32 min•Ep. 189
Richard is joined by Ian Cowie, Sunday Times journalist and interactive investor columnist, to discuss the lessons of Covid-19, tracker funds and passive investing, the themes of the decade, and more. 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: https://twitter.com/ii_couk Facebook: https://www.facebook.com/weareii LinkedIn: https://www...
Jan 18, 2022•19 min•Ep. 188
Becky and Greg kick off the new year talking about fate. Is life really in our own hands and do our beliefs on the subject impact our financial well-being? 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 Risk. See oxfordrisk.com for more information. Enjoyed listening? Please like and subscribe for free to t...
Jan 13, 2022•18 min•Ep. 187
In the first Funds Fan episode of the year, Richard Hunter, head of markets at interactive investor, joins Kyle Caldwell to discuss four predictions made by fund managers for 2022. Later, our fund manager interview for this episode is Walter Price of the Allianz Technology Trust. Among the topics discussed are the outlook for technology in 2022, inflation, Tesla, and whether the metaverse is a new investment theme. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight an...
Jan 07, 2022•25 min•Ep. 186
interactive investor’s Kyle Caldwell and Tom Bailey discuss whether some of the big predictions that were made by fund managers at the start of 2021 played out. The duo also examine the best- and worst-performing funds in 2021. Later in the podcast, Jonathan Davis, editor of the annual Investment Trust Handbook, joins the programme to share highlights of the latest edition of the book (2022), which is now on sale. Jonathan runs through how investment trusts have fared this year, and looks ahead ...
Dec 17, 2021•32 min•Ep. 185
Self-confessed geek Rachel Riley co-hosts long-running Channel 4 puzzle show Countdown and its comedy spin-off 8 Out Of 10 Cats Does Countdown. She also appeared on the 2013 series of Strictly Come Dancing, where she met her pro-dancer husband – and dad to their two daughters – Pasha Kovalev, and has just published her first book, At Sixes And Sevens: How To Understand Numbers And Make Maths Easy. In the sixth episode of The ii Family Money Show, she tells Gabby Logan how she went from being a m...
Dec 09, 2021•34 min•Ep. 184
In our news section the team give their take on how investors can profit and protect portfolios from a potential rise in interest rates. Also discussed are three funds in interactive investor’s Super 60 list that have in recent weeks been placed under formal review. Later, our fund manager interview is Hugh Young, who has been investing in Asian equity markets for over 30 years. Various topics are discussed, including Hugh naming his reasons to be cheerful and fearful for the Asia-Pacific region...
Dec 03, 2021•28 min•Ep. 183
Richard talks to James Max, broadcaster, financial expert, columnist, and Talk Radio presenter, about his career in investment banking and private equity, and first steps into broadcasting. He also discusses his appearance on The Apprentice, financial coverage and mainstream media's mistake, the rise of tech, and UK property. 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 educat...
Nov 30, 2021•21 min•Ep. 182
The team discuss the improving backdrop for global dividends and while there’s plenty to be positive about, the team suggest why they could disappoint in 2022. Earlier this month, the Junior ISA celebrated its 10th birthday and Kyle Caldwell, collectives editor at ii, names the investment trusts held by his son and daughter. Later, fund manager Ken Wotton joins the podcast. Ken runs three UK smaller company funds, the Baronsmead Venture Capital Trusts, and also manages the Strategic Equity Capit...
Nov 19, 2021•28 min•Ep. 181
In the latest episode of Mind & Money, Becky and Greg discuss whether comparing ourselves to others is avoidable, whether it can be motivating rather than negative, and how it impacts our financial habits. 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 Risk. See oxfordrisk.com for more information. This...
Nov 17, 2021•21 min•Ep. 180
Steven Tredget, of private equity investor Oakley Capital Investments, talks to Richard about the investment trust's objectives, sector and geographical weightings, top holdings, including edtech firm IU Group and online property platform Idealista, as well as the ‘digital disruption curve’. 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 inve...
Nov 16, 2021•17 min•Ep. 179
Legendary goalkeeper Peter Schmeichel is Gabby Logan’s guest in episode five of The ii Family Money Show. Peter spent eight glittering seasons at Manchester United, winning five league titles, three FA Cups and the Champions League in 1999. He also memorably won the European Championship with Denmark in 1992. Speaking from his home in Denmark, he tells Gabby how his life changed personally and financially when he moved to Manchester United, the advice he’s passed on to his son, the Leicester Cit...
Nov 11, 2021•36 min•Ep. 178
Peter Saacke, manager of the unconstrained Artemis SmartGARP Global Equity fund, talks to Richard about the fund's objectives and the meaning of 'SmartGARP'. He also discusses fund sectors and regional allocations, as well as top holdings including Alphabet. 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 reco...
Nov 09, 2021•16 min•Ep. 177
In the latest Funds Fan episode, the team share some ideas for investors to protect against rising levels of inflation. The team also discuss UK dividends and a new fund structure; the Long-Term Assets Fund. Later, Kirsty Gibson, co-manager of Baillie Gifford US Growth Trust, explains how she finds outstanding businesses, names some under-the-radar shares with plenty of growth potential, and gives her views on the value versus growth style debate. At the end of the podcast, our Fund Spotlight fe...
Nov 05, 2021•26 min•Ep. 176
Michael Wilson is a business and economics anchor and commentator, broadcaster and author. He founded Sky's business coverage at the channel's inception in 1989 and has anchored for landmark events including the collapse of the Berlin Wall. After leaving Sky in 2009, he has broadcast for the BBC, ITV, Reuters, Fox, and many others. He co-wrote 'Fixing Britain: the Business of Reshaping our Nation' with Lord Digby Jones. He talks to us about his career, his favourite financial story, the financia...
Nov 02, 2021•14 min•Ep. 175
Job Curtis, the manager of ‘dividend hero’ investment trust City of London, which appears on interactive investor’s Super 60 list, talks to us about objectives, top holdings, mining stocks and performance during the pandemic, including those high-profile dividend cuts. He also gives us his view on 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 ...
Oct 26, 2021•12 min•Ep. 174
In the latest Funds Fan episode, the team debate one of the biggest divides in investment: active funds versus passive funds. The team chat through the pros and cons of each approach, and reveal how they personally invest. Later, Sam Ziff, co-manager of Overstone Global Equity Income fund, explains why and where he is finding value in the UK equity market. The fund, which adopts a value investment approach, has just under a third of its portfolio in UK shares. Sam is also quizzed on whether the ...
Oct 22, 2021•26 min•Ep. 173
