On The Money
345 episodes - English - Latest episode: 4 days ago - ★★★★★ - 1 ratingEvery week, Kyle Caldwell and guests take a look at how the biggest stories and emerging trends could affect your investments, with practical tips and ideas to help you navigate your way through. Join the conversation, tell us what you want us to talk about or send us a question to [email protected]. Visit www.ii.co.uk for more investment insight and ideas.
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Episodes
Second quarter of 2024: key investment trends and why they matter
July 11, 2024 01:00 - 22 minutes - 31.3 MBKyle welcomes Sam Benstead back to the podcast to run through trends and topics in the second quarter of 2024. The duo discuss the types of funds that had a strong three-month period, how tech dominance is making some funds more concentrated, and why there has been a pick-up in investment trust consolidation, which includes the proposed merger of Alliance Trust and Witan. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/s...
Where to find value in UK market after recent rally
July 04, 2024 01:00 - 16 minutes - 23.1 MBOn a five-year view, the UK market has notably lagged other markets, particularly the US, which has been boosted by its technology giants. However, the recent rally for the UK market is a potential sign that times may be changing. Joining Kyle to discuss prospects for the UK market and to explain where he’s finding value opportunities is Charles Luke, manager of Murray Income investment trust. Several stocks are mentioned in the podcast, including Oxford Instruments, Howden Joinery...
Drawdown dilemmas: how to pay yourself at retirement
June 27, 2024 01:00 - 24 minutes - 33.2 MBKyle welcomes back to the pod interactive investor’s Personal Finance Editor Craig Rickman to discuss some of the dilemmas people face when investing during retirement. Among the topics discussed are the ‘4% rule’, only taking the ‘natural yield’ and having ‘cash buckets’. As ever, bear in mind the podcast is for information purposes only and is not financial advice. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-...
Will Scottish Mortgage, Terry Smith and Nick Train return to form?
June 20, 2024 01:00 - 27 minutes - 38.2 MBOur latest episode focuses on Scottish Mortgage, Fundsmith Equity and Lindsell Train UK Equity, arguably the biggest household names for retail investors looking to back a professional fund manager. The trio have seen their performances come off the boil over the past three years, but they have delivered strong performances over the long term. Host Kyle Caldwell is joined by interactive investor’s Sam Benstead to explain the short-term performance woes and prospects for a turnaroun...
Why this investment trust sector’s a standout bargain
June 13, 2024 01:00 - 17 minutes - 23.4 MBSince the end of last October, parts of the UK stock market have enjoyed a bounce. However, there’s still plenty to play for, argues Ryan Lightfoot-Aminoff, an investment trust research analyst at Kepler Partners. Ryan makes the case for investment trusts focused on UK smaller companies. He tells host Kyle Caldwell why he’s attracted to this area, and names investment trusts he favours. The investment trusts mentioned include Invesco Perpetual UK Smaller (LSE: IPU), Rockwood Strat...
What the general election means for your personal finances
June 06, 2024 01:00 - 16 minutes - 22.5 MBIn this episode, Kyle is joined by interactive investor’s personal finance editor Craig Rickman to focus on key areas of concern ahead of the general election in around a month’s time. The duo discuss how the landscape could change for pensions, ISAs and the stock market. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news. Kyle Caldwell is Collectives Editor at interactive investor. Important information...
Why India's stock market is booming: opportunities and risks
May 30, 2024 01:00 - 20 minutes - 28 MBIn this episode, the focus is on India, a stock market that’s performed strongly over the past few years. While India has plenty of attractions in terms of robust economic growth and favourable demographics (such as a young population), valuations have become pricier following its recent run of strong performance. Joining Kyle to share his insights and offer a view on whether share prices have become too expensive is investment trust manager Gaurav Narain of India Capital Growth Fun...
How to avoid two of the most common investing errors
May 23, 2024 01:00 - 20 minutes - 28.2 MBKyle welcomes back Mick Dillon, manager of the Brown Advisory Global Leaders fund. Mick, who was last on the podcast around a year ago, focuses on two common investing issues: false positives and false negatives. A false positive is when an investor believes a company is a good potential investment, but it turns out to be a bad company in disguise. A false negative is overlooking an investment that turns out to be a big winner. On The Money is an interactive investor (ii) podcast. ...
How money market funds work, and earning 5% income
May 16, 2024 01:00 - 18 minutes - 25.9 MBSince December 2021, the assets held by interactive investor customers in money market funds has increased more than 16-fold. To explain why this fund type has become more popular and how the funds work, Kyle is first joined by interactive investor’s bond specialist Sam Benstead who later interviews Craig Inches, manager of the Royal London Short Term Money Market fund. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stoc...
Is this stock market theme a big opportunity or a bubble?
May 09, 2024 01:00 - 20 minutes - 28.3 MBA new generation of weight-loss drugs have proved appetising to investors, with the two companies currently dominating the market enjoying strong share price gains over the past few years. Other firms are also poised to join the trend, which is expected to expand significantly by 2030. However, does the hype risk creating an obesity-drug bubble? Joining Kyle to answer that question and discuss the outlook for the theme is Ailsa Craig, manager of International Biotechnology Trust. Ai...
Eight of your investment questions answered
May 02, 2024 01:00 - 21 minutes - 29.9 MBThis episode focuses on answering investment questions submitted by you. To tackle various topics, which range from explaining fund rules to whether share buybacks benefit private investors, Kyle is joined by Richard Hunter, head of markets at interactive investor. We love to hear from you, so if you have an investment-related question you would like us to address in a future episode, please do let us know by emailing [email protected] On The Money is an interactive investor (ii) podcas...
The career risk of not owning the ‘Magnificent Seven’
April 25, 2024 01:00 - 20 minutes - 27.6 MBThe Magnificent Seven tech stocks, including Nvidia, Microsoft and Amazon, have dominated the investment landscape since the start of 2023. Collectively, they account for nearly 30% of the S&P 500 index. Joining Kyle to discuss the career risk for fund managers who don’t own the Magnificent Seven is Nick Clay, who oversees the Redwheel Global Equity Income fund. In a frank interview, Clay explains how bonuses and risk systems can fuel a herd mentality when a narrow cohort of the sto...
The investment outselling US tech and Fundsmith Equity
April 18, 2024 01:00 - 22 minutes - 31.4 MBWhile speculation mounts over which actor will be the new James Bond in the next film in the franchise, in the investment world bonds are the hot topic. One UK government bond – also known as a gilt – has attracted more money each month than any investment available to interactive investor customers since June 2023. Joining Kyle this week is Sam Benstead, our bonds specialist, to discuss why this gilt, and a few others, have been selling like hot cakes. On The Money is an interact...
First quarter of 2024: key investment trends and why they matter
April 11, 2024 01:00 - 26 minutes - 36.5 MBKyle welcomes Sam Benstead back to the podcast to discuss key trends and topics so far this year, including the “Magnificent Seven” being rebranded to “The Fab Four”, the latest interest rate predictions, the most-popular funds and investment trusts among ISA investors, the appeal of India as an investment destination, and investment trust discount opportunities. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-mark...
Growth vs income: why the tide could be turning
April 04, 2024 01:00 - 19 minutes - 26.4 MBSince the start of 2023, growth stocks have been the big stock market winners, while income stocks have lagged behind. But Jon Bell, who manages the BNY Mellon Global Equity Income fund, thinks this trend may soon reverse. In this episode, he explains why high valuations for the “Magnificent Seven” US technology companies remind him of the tech bubble 25 years ago and how this could prompt a change in sentiment towards cheaper areas of the market, such as consumer staples, healthcar...
Does the political risk of investing in China outweigh the rewards?
March 28, 2024 02:00 - 17 minutes - 24.7 MBGoing against the crowd is a high-risk, but potentially high-reward, approach to investing. One major market that stands out today as particularly ‘unloved’ is China. Joining Kyle to discuss the investment case is Ewan Markson-Brown, manager of the CRUX Asia ex-Japan fund. Ewan discusses political risk and suggests reasons for optimism. He also explains why, despite carrying richer valuations, he’s bullish on the outlook for India. On The Money is an interactive investor (ii) podca...
Is this investment trust area a value trap or a buy for the brave?
March 21, 2024 02:00 - 16 minutes - 23.2 MBTax year end is approaching, a time when many investors will be looking for last-minute ideas to make the most of the annual ISA allowance. Given this, the focus for this episode is on an out-of-favour investment trust area that could pique the interest of those seeking bargain opportunities. Kyle is joined by Sachin Saggar, an investment trust analyst at Stifel, to discuss the outlook for alternative asset trusts, which have been unpopular since interest rates started rising at the...
The reasons to sell a fund and how to judge performance
March 19, 2024 02:00 - 15 minutes - 21.1 MBIn the final episode of our four-part bonus ISA series that aims to help investors develop a broader understanding of funds, Kyle is joined by professional investor Algy Smith-Maxwell to explain how investors should judge fund performance. The duo also discuss why it’s important for a fund manager to stay true to the way they invest, and Algy runs through reasons that might prompt investors to call it a day and sell a fund. On The Money is an interactive investor (ii) podcast. For ...
How will the new ‘British ISA’ work in practice?
March 14, 2024 02:00 - 24 minutes - 34.1 MBA week on from Chancellor Jeremy Hunt’s Spring Budget, Kyle is joined by Craig Rickman, interactive investor’s personal finance editor, to dissect the main personal finance talking points. One of the main announcements for investors was the ‘British ISA’, which will be an extra £5,000 yearly allowance. Kyle and Craig detail what is known so far about the British ISA, and discuss which types of investments might be eligible. On The Money is an interactive investor (ii) podcast. F...
How many funds to hold and what to consider when building a portfolio
March 12, 2024 02:00 - 14 minutes - 19.8 MBIn the third episode of our four-part bonus ISA series, Kyle asks professional fund buyer Algy Smith-Maxwell to explain what investors need to consider when building a fund portfolio. Among the topics discussed are asset classes, risk tolerance, growth and income, and the types of funds beginner investors could size up. Kyle also asks Algy to give his view on how many funds investors should aim for. On The Money is an interactive investor (ii) podcast. For more investment news an...
Bulls versus bears: reasons to be cheerful and fearful
March 07, 2024 02:00 - 23 minutes - 32.5 MBKyle Caldwell is joined by Andrew Bell, chief executive officer at Witan investment trust, to look at the big macroeconomic picture by highlighting tailwinds and headwinds for stock markets over the next 12 months. Among the topics discussed are the direction of interest rates, valuations, geopolitical risks, and global stock markets being heavily influenced by a small number of stocks. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visi...
How to narrow down the huge amount of fund choice
March 05, 2024 02:00 - 12 minutes - 17.6 MBIn the second episode of a four-part bonus ISA series, Kyle asks professional fund buyer Algy Smith-Maxwell to explain how investors can break down the barrier of being overwhelmed by the thousands of fund options. Algy details how he sorts the wheat from the chaff among active funds, which includes a "two-minute test" when he meets fund managers. He also gives his views on why passive funds are a good starting point for new investors. Algy also hosts his own podcast – Algy’s Invest...
What you can learn from how ISA millionaires made their fortunes
February 29, 2024 02:00 - 21 minutes - 30.2 MBWith tax year end over a month away, Kyle is joined by Sam Benstead to discuss how ISA millionaires invest, which hopefully provides plenty of inspiration for your own investments. Sam explains the approaches of two ISA millionaires he recently spoke to. The pair crunch the numbers to explain how long it takes to become an ISA millionaire, reveal the most-popular holdings among ISA millionaires, and explain why there’s a preference for investment trusts. On The Money is an interact...
What I’ve learnt in 30 years as a fund manager
February 27, 2024 02:00 - 16 minutes - 22.9 MBIn the first episode of a four-part bonus ISA series, Kyle has teamed up Algy Smith-Maxwell, a professional fund buyer. He also hosts his own podcast - Algy’s Investment Podcast – which is well worth checking out. Our bonus series picks Algy’s brain on everything to do with funds, aiming to give you a broader understanding. In episode one, Algy shares his wisdom from 30 years as a professional fund buyer, discussing his biggest investment lessons, golden rules, and what he would tel...
This is what needs to happen for UK smaller company shares to bounce back
February 22, 2024 02:00 - 22 minutes - 30.9 MBThis week Kyle is joined by George Ensor, fund manager of the River & Mercantile UK Micro-Cap investment trust, to discuss potential catalysts to revive the fortunes of this out-of-form area of the market, which has been negatively impacted by interest rate rises. George runs through a four-point checklist of things that need to happen for a recovery to take place. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-ma...
Shares, funds and investment trusts for £10,000 income in 2024
February 15, 2024 02:00 - 32 minutes - 44.6 MBKyle is joined by interactive investor’s head of equity strategy Lee Wild to run through three hypothetical portfolios they hope will generate £10,000 of income in 2024. The duo name their respective choices for shares, funds and investment trusts. To read the £10,000 portfolio articles, follow the links below: Lee’s shares portfolio Kyle’s funds portfolio Kyle’s investment trusts portfolio On The Money is an interactive investor (ii) podcast. For more investment news and idea...
Does tech dominance make S&P 500 tougher to beat?
February 08, 2024 02:00 - 22 minutes - 30.6 MBIn this week’s episode, Kyle is joined by Gary Robinson, who manages Baillie Gifford American and Baillie Gifford US Growth Trust. The duo discuss whether the dominance of a small number of technology stocks makes the S&P 500 harder to beat. Ballie Gifford is well known for its approach of investing in exceptional growth companies, thinking long term, and paying no attention to the composition of stock market indices. Gary explains how his US fund differs from the S&P 500 index. ...
How private investors are topping the performance charts
February 01, 2024 02:00 - 21 minutes - 29 MBKyle is joined by Myron Jobson, a personal finance expert at interactive investor, to discuss our own performance index, which is a barometer of how private investors are faring. Topics discussed include the secret sauce that has led private investors to outperform multi-asset fund managers (in the Mixed Investment 40-85% shares sector), how the top 10 holdings differ across age groups, and the reasons behind the average portfolio weighting to cash declining in 2024. On The Money ...
How to find winning stocks during a cost-of-living crisis
January 25, 2024 02:00 - 14 minutes - 20.4 MBOver the past couple of years, high inflation and interest rate rises mean consumers have tightened their belts. This has proved a challenging backdrop for UK consumer stocks. However, as ever, there are both winners and losers. Joining Kyle to discuss how he's been approaching investing in consumer stocks during the cost-of-living crisis is fund manager David Smith, of Henderson High Income, an investment trust. Smith also explains how he started adjusting the portfolio as the pace...
Why this emerging market pro prefers India to China
January 18, 2024 02:00 - 16 minutes - 22.1 MBOn this week’s show Kyle is joined by emerging market investor Carlos Hardenberg to discuss prospects for this investment area. Hardenberg, who manages Mobius Investment Trust, explains why he has very little exposure to China, but is much more positive on Taiwan, India and South Korea. He also explains how he approaches political risk and why technology is a key focus, accounting for just over 60% of the portfolio. On The Money is an interactive investor (ii) podcast. For more i...
Dates for your diary: the big changes to personal finances in 2024
January 11, 2024 02:00 - 21 minutes - 29.8 MBKyle is joined by interactive investor’s personal finance editor Craig Rickman to discuss the big personal finance changes taking place this year. Among the topics discussed are interest rates, early predictions for the Spring Budget on 6 March 2024, and reductions in the capital gains tax allowance and the dividend allowance that will take effect from the start of the new tax year in April. The duo explain how investors can prepare for those reductions in advance. On The Money is...
Where ii's CEO looks for investing inspiration
January 09, 2024 02:00 - 14 minutes - 20.2 MBRichard Wilson is chief executive of abrdn Personal Wealth and interactive investor (ii). But it is in his capacity as an investor that we hear from him in this bonus episode of On The Money, particularly his passion for opportunities in India, including where to look and how investors can access 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: This material is intend...
This is On The Money
January 08, 2024 02:00 - 51 seconds - 1.17 MBOn The Money is the podcast that helps you steer your investments through the headlines. Every Thursday, we speak to a range of voices in the world of finance to get their expert insight into funds, market trends, pensions and the things to watch out for that could make a big difference to you and your savings. There’s loads of practical tips and ideas to help you get the most out of your money, and we want you involved in the conversation as much as possible, so please send in you...
Eight key things for investors to watch in 2024
January 04, 2024 02:00 - 17 minutes - 24.5 MBIn our first episode of 2024. Kyle is joined by Richard Hunter, head of markets, to talk through the factors most likely to influence investors in the year ahead. For a number of years, Richard has come up with an acronym for his predictions, and 2024’s is “maturity”. We take each letter in turn, explaining why these are eight key things to watch in 2024. This episode was recorded in mid-December, so all performance-related statistics reflect the date of the recording. On The ...
How 2023’s investment predictions fared
December 21, 2023 02:00 - 14 minutes - 20.4 MBIn the last episode of 2023 before we return in the new year, Kyle Caldwell is joined by Richard Hunter, head of markets at interactive investor, to reflect on the investment predictions made at the start of the year. The duo focus on five areas: recession, UK mid-cap and small-cap stocks, technology shares, China, and bonds. We wish all our listeners a wonderful festive period. We would love to hear your thoughts on the show and questions for future episodes. Reach us via email at...
Top 10 most-popular funds and trusts: how they’ve changed in 2023
December 14, 2023 02:00 - 25 minutes - 35.6 MBOn this week's show Kyle is joined by Sam Benstead to delve into the most-popular funds and investment trusts among interactive investor customers in 2023. The duo run through those that kept their places in the top 10, those that have exited, and the new entrants compared to 2022. Kyle and Sam also discuss trends among the most popular investments and give their take on the types of funds investors may be drawn to in 2024. On The Money is an interactive investor (ii) podcast. For ...
How to buy a football club
December 12, 2023 02:00 - 22 minutes - 31.1 MBIn this bonus episode, Keith Harris - the man known in The City as 'Mr Football' - shares stories from his time as a senior corporate finance and takeover adviser. Having led on the acquisitions of dozens of top professional football clubs, including Chelsea, Newcastle, West Ham, Aston Villa, Fulham and Manchester City, Keith also reveals why he thinks Everton's recent points deduction - in the context of the allegations against City and Chelsea - is "a scrap to catch a very big mac...
Four big investment trust themes to keep an eye on
December 07, 2023 02:00 - 18 minutes - 25.9 MBJonathan Davis, one of the UK’s leading investment writers and author of The Investment Trusts Handbook, joins Kyle this week to talk about four big themes that have been shaping the investment trust sector in 2023, which are all likely to continue in 2024. Among the topics discussed is the hunt for bargains, with Jonathan naming some investment trusts and areas that he is finding attractive on discount grounds. On The Money is an interactive investor (ii) podcast. For more investm...
Why 2023’s biggest stock market story has staying power
November 30, 2023 02:00 - 22 minutes - 30.4 MBArguably the main stock market story of 2023 has been the strong share price performances of the so-called ‘Magnificent Seven’ US technology companies. These household names have seen their share prices boosted by excitement around the potential of artificial intelligence (AI), which is predicted to disrupt various industries. Joining Kyle to explain why AI has plenty of staying power is Stephen Yiu, fund manager of the Blue Whale Growth fund. Yiu, who holds Nvidia and Microsoft amo...
The winners and losers from Autumn Statement 2023
November 28, 2023 02:00 - 21 minutes - 29.4 MBIn 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 ne...
Investing in themes: the opportunities and pitfalls
November 23, 2023 02:00 - 13 minutes - 18.9 MBThematic 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...
Are these the UK growth companies of tomorrow?
November 21, 2023 02:00 - 17 minutes - 23.7 MBIt 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. Importa...
Why the storm will end for this specialist sector
November 16, 2023 02:00 - 15 minutes - 21 MBIn 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 ...
How ISAs may be given a makeover
November 09, 2023 02:00 - 24 minutes - 33.4 MBIn 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 Th...
Five fund trends catching our eye
November 02, 2023 02:00 - 24 minutes - 33.9 MBIn 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 ...
Why investment trusts are caught up in a storm
October 26, 2023 01:00 - 15 minutes - 21.5 MBWhile 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 shar...
Can unloved UK capital markets woo investors once again?
October 24, 2023 01:00 - 16 minutes - 22.7 MBIn 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 purpos...
When is it time to sell a fund, investment trust or share?
October 19, 2023 01:00 - 24 minutes - 34.1 MBIn 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/stoc...
Is the UK stock market still worth investing in?
October 12, 2023 01:00 - 19 minutes - 27.2 MBThe 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...
When will this long-term winning trend return to form?
October 05, 2023 01:00 - 16 minutes - 23.1 MBSince 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 ide...