In this bonus episode Kyle is joined by interactive investor’s personal finance editor Craig Rickman to discuss the winners and losers from the Autumn Statement. The duo run through the tweaks that have been made to ISAs, the potential big reform to workplace pensions, and the unchanged state pension triple lock. Kyle and Craig also explore what didn’t crop up and why, including reforms to inheritance tax. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, ...
Nov 28, 2023•21 min
Thematic investing offers you the chance to capitalise on the big future trends of the world. There are numerous themes, but the main ones include cloud computing, robotics and automation, adoption of electric cars, and clean energy. In this episode Kyle is joined by Jon Maier, chief investment officer at Global X ETFs, which has a number of thematic ETFs. The duo discuss the pros and cons of investing in themes, how an index tracking a theme is constructed, and why themes should be viewed as sa...
Nov 23, 2023•14 min•Ep. 58
It has been notoriously difficult to bridge the gap between private and public markets, meaning small UK growth companies have struggled to tap into the capital they need. In this bonus episode, Mason Doick, head of corporate at JP Jenkins, explains to Richard Hunter how it is helping make it easier for investors to access this part of the market. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news . Important information...
Nov 21, 2023•17 min
In theory, the biotech sector has plenty going for it from an investment perspective, given that companies are aiming to develop drugs that are badly needed by people all around the world. However, it is a volatile part of the market, as the past couple of years have proven. Joining Kyle to explain why biotech has been out of favour, and making the case for why better times are ahead for the sector is Rod Wong, founder and chief investment officer at RTW Investments, the investment manager of RT...
Nov 16, 2023•15 min•Ep. 57
In this episode, Kyle is joined by Craig Rickman, interactive investor’s Personal Finance Editor, to look ahead to the Autumn Statement. As usual, in the weeks running up to Chancellor Jeremy Hunt's speech at the Despatch Box, there’s plenty of speculation over what will be announced. A big rumour is potential reform to individual savings accounts, or ISAs. Kyle and Craig explain how ISAs may be given a makeover, and offer their views on various ideas that have been proposed. On The Money is an ...
Nov 09, 2023•24 min•Ep. 56
In this week’s episode Kyle is joined by Sam Benstead to discuss the biggest trends they’ve seen take place among the most-popular fund and investment trusts so far in 2023. Topics discussed include the demand for income strategies intensifying, money market funds, passive fund dominance, India-focused strategies providing popular of late, and alternative income investment trusts being harmed by higher interest rates. On The Money is an interactive investor (ii) podcast. For more investment news...
Nov 02, 2023•25 min•Ep. 55
While there’s the risk of catching the proverbial falling knife, seeking out undervalued investments can potentially pay off over the long term. Investment trusts, due to their structure, offer investors the chance to buy on the cheap. The good news for value-seeking investors is that there’s more bargain opportunities than usual. But why are investment trust discounts so prevalent? Nick Greenwood, fund manager of MIGO Opportunities Trust, joins Kyle to answer this question and share some cheap ...
Oct 26, 2023•16 min•Ep. 54
In this bonus episode, Richard Hunter and guest Neil Shah, of research and investor relations firm Edison Group, take a closer look at how Chancellor Jeremy Hunt plans to bolster the UK's capital markets, including implementing the recommendations of the Investment Research Review. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news . Important information: This material is intended for educational purposes only and is no...
Oct 24, 2023•17 min
In this episode, we tackle a question asked by one of you: when should an underperforming investment be sold? To address this dilemma and offer some thoughts on what you should look out for, Kyle is joined firstly by interactive investor's Sam Benstead to cover funds and investment trusts, and then by Lee Wild, ii's head of equity strategy, to look at individual shares. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news ...
Oct 19, 2023•25 min•Ep. 53
The UK stock market has been out of favour for a number of years now, with various headwinds deterring investors. The latest reason to shy away from the UK is the phenomenal performance year-to-date of the US tech giants, the so-called ‘Magnificent Seven’. The likes of Nvidia, Amazon and Microsoft, have seen their share prices sizzle in response to excitement around the potential of artificial intelligence. The UK’s lack of exposure to big tech has prompted a listener to ask whether the UK stock...
Oct 12, 2023•20 min•Ep. 52
Since interest rates started to rise at the end of 2021, smaller companies have fallen out of favour. Kyle gets the thoughts of Peter Ewins, fund manager of Global Smaller Companies Investment Trust, as to when the historic trend of smaller companies outperforming larger companies could return to form, and where he thinks the best value opportunities are globally and in the UK for your portfolio. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www....
Oct 05, 2023•17 min•Ep. 51
To mark our 50th episode, Kyle is joined by one of our listeners, David Caney. He reflects on the lessons he has learnt over the years as a DIY Investor, explains how he is positioning his portfolio ahead of retirement, and runs through why he prefers investment trusts over funds. Among the investment trusts David mentioned he invests in are: Scottish American, Henderson International, Gore Street Energy, abrdn Diversified Income and Growth, Henderson Diversified Income, JPMorgan Global Growth &...
Sep 28, 2023•21 min•Ep. 50
Has the 2023 recession forecast for the UK/US economy been avoided, or has the storm been delayed for 2024? This week, Kyle is joined by Sunil Krishnan, Head of Multi Asset Funds for Aviva Investors, to look at why the prediction for a recession in 2023 has not materialised, its impact on the UK stock market, and what it means for US/UK interest rates going forward. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news . Ky...
Sep 21, 2023•15 min•Ep. 49
There are now question marks over a renowned investment strategy - the 60/40 portfolio. Historically the formula has worked well, but will it continue to be successful going forward? From the Chief Investment Office at Canaccord Genuity Wealth Management, Thomas Becket shares his insights on the strategy and thoughts on alternative assets to give additional diversification to portfolios. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/...
Sep 14, 2023•14 min•Ep. 48
This is a question that has been suggested frequently by you and we have brought in Alice Guy, ii’s Head of Pensions and Savings to take a deep dive into this topic. This episode explores the key things to consider, what is the best approach and shares Kyle’s and Alice’s personal opinions on the matter. Please continue to provide your suggestions on questions you want answered on OTM@ii.co.uk . On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii...
Sep 07, 2023•18 min•Ep. 47
This week, we hold the fund industry to account to look at how it can serve investors like you better. Kyle is joined by interactive investor's Sam Benstead to look at issues including dividend yield data, fund management charges, and cutting through jargon. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news . Kyle Caldwell is Collectives Editor at interactive investor. Important information: This material is int...
Aug 31, 2023•19 min•Ep. 46
Kyle is joined by beginner investor - and colleague - Nina Kelly this week, as she discusses her investment journey over the last four years. She talks about why she chose the passive route with her own investments, whether her portfolio's performance is what she expected, and the lessons learnt that she will be taking into her next four years. The investments and products referred to in this episode are for information purposes only and not intended as a personal recommendation. On The Money is...
Aug 24, 2023•15 min•Ep. 45
Interest rates have rocketed from just 0.1% to 5.25% over the past 18 months or so, which in turn has boosted the returns on savings rates. But while cash has its attractions, there’s also a very important pitfall to be aware of. Kyle is joined by Myron Jobson, senior personal finance analyst at interactive investor, to discuss why cash is not the risk-free option that many assume, and why those of you who stay invested over long time periods have a better chance of outstripping inflation. On Th...
Aug 17, 2023•19 min•Ep. 44
This episode is inspired by you asking us to take a closer look at investment trust discounts. Kyle is joined by James Carthew, co-founder and head of investment company research at QuotedData, to tackle the trusts topic, including how to spot a good opportunity and how to avoid a discount that will remain in the wilderness. Keep your emails coming to OTM@ii.co.uk and tell us what you want us to talk about. On The Money is an interactive investor (ii) podcast. For more investment news and ideas,...
Aug 10, 2023•21 min•Ep. 43
Despite plenty of bargain opportunities, the perpetual lack of love among investors for the UK equity market is perplexing the pros. One of them is Neil Shah, director at investment research firm Edison Group. He joins Kyle to make the case for the UK and find some possible value opportunities for your portfolio. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news . Kyle Caldwell is Collectives Editor at interacti...
Aug 03, 2023•25 min•Ep. 42
Fund investors have shied away from Europe over the past couple of years. But now is a good time to re-examine exposure to the region – valuations are cheap, and its recent performance is catching the eye. A key driver has been European-listed luxury goods companies buoyed by the reopening of China and the resilience of wealthy consumers in the face of the cost-of-living crisis. To take a closer look at where the opportunities might be for your portfolio, Kyle is joined by Zehrid Osmani, manager...
Jul 27, 2023•24 min•Ep. 41
Following last week's unveiling of a Government deal with some of the biggest investment firms - which could mean that 5% of pension fund investments go into private equity, aka unlisted companies - interactive investor's pensions expert Alice Guy joins Kyle to pick through the pros and cons of these reforms and what they mean for you. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news . Kyle Caldwell is Collecti...
Jul 20, 2023•18 min•Ep. 40
Amid a backdrop of low inflation and low interest rates, investors flocked to funds and investment trusts focusing on growth shares. But now the macroeconomic climate has changed, the 'get rich slow' approach to investing in dividend-paying companies is back. Stephen Anness, head of global equities at Invesco, joins Kyle to explain why and what you should be looking out for. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock...
Jul 13, 2023•19 min•Ep. 39
Kyle welcomes bonds specialist Sam Benstead back to the pod this week to explain why you should be paying closer attention to bonds, including what to look out for, how to invest in them and what level of income can be obtained. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news . Kyle Caldwell is Collectives Editor at interactive investor. Important information: This material is intended for educational purposes...
Jul 06, 2023•16 min•Ep. 38
Amid six months of market turbulence and global unrest, Kyle is joined by interactive investor's head of markets Richard Hunter to revisit the themes they predicted in January would have the biggest impact on your investments in 2023. Plus, they pick through the events they didn't see coming. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news . Kyle Caldwell is Collectives Editor at interactive investor. Importan...
Jun 29, 2023•25 min•Ep. 37
Despite more than 18 months of widening discounts across the private equity investment trust sector, some investors remain sceptical that the valuations for unlisted companies have not fallen enough in response to interest rate rises. So this week, Kyle is joined by Andrew Bell, chief executive officer of Witan investment trust, to take a closer look at whether these discounts have been overdone, which in turn may create some potential bargain opportunities for your portfolio. On The Money is an...
Jun 22, 2023•22 min•Ep. 36
Are fund managers actually skilled investors, or is it all down to luck? This week, Kyle is joined by Simon Evan-Cook, of Downing Fund Managers, whose day job involves understanding that exact question. He reveals how he identifies - and separates - the two, and explains the main qualities he looks for in fund managers to help him assess genuine skill in a crowded market. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-ma...
Jun 15, 2023•25 min•Ep. 35
The impact of artificial intelligence (AI) is already being felt in multiple industries - but what does it mean for you and your money? Kyle welcomes interactive investor's Sam Benstead back to the pod to find out who's already benefitting from the next digital revolution, the companies leading the charge, and whether your portfolio is already exposed to it. Plus, they ask ChatGPT to pick some stocks. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit...
Jun 08, 2023•23 min•Ep. 34
For a number of years, disruptive growth stocks looking to shake up the status quo were the place to be. But with interest rates on the rise there could be a new set of winners – the old-guard companies that had been written off. This week's guest is Ben Lofthouse, fund manager of Henderson International Income Trust, who calls these companies ‘dinosaur stocks’ and thinks are primed for a return to prominence. Find out the sectors and types of companies he is backing, and why they could be a goo...
Jun 01, 2023•23 min•Ep. 33
Plenty of column inches have been written about the start of a potential new commodities 'supercycle', where demand outweighs supply for a sustained period. Evy Hambro is global head of thematic and sector-based investing for BlackRock and manages various funds and trusts, including BlackRock World Mining Trust. He joins Kyle to explain what is driving this supercycle and why it could be one to watch for investors. On The Money is an interactive investor (ii) podcast. For more investment news an...
May 25, 2023•17 min•Ep. 32
