On The Money
335 episodes - English - Latest episode: 6 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.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
What you need to know about pension fund reforms
July 20, 2023 01:00 - 17 minutes - 24.6 MBFollowing 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 Caldw...
Why ‘get rich slow’ dividend investing is back in fashion
July 13, 2023 01:00 - 19 minutes - 26.6 MBAmid 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://ww...
Why bonds are back and how you can invest in them
July 06, 2023 01:00 - 16 minutes - 22.2 MBKyle 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 educa...
The key trends impacting your investments so far in 2023
June 29, 2023 01:00 - 24 minutes - 33.8 MBAmid 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 inve...
Why these investment trust discounts are too cheap to ignore
June 22, 2023 01:00 - 21 minutes - 29.7 MBDespite 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 T...
How to separate fund manager luck from skill
June 15, 2023 01:00 - 24 minutes - 34 MBAre 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.i...
Why you may already be profiting from AI
June 08, 2023 01:00 - 22 minutes - 31.2 MBThe 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 a...
Why there’s plenty of life in these dinosaur stocks
June 01, 2023 01:00 - 22 minutes - 31.4 MBFor 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 c...
The investment boom you could profit from
May 25, 2023 01:00 - 16 minutes - 23.2 MBPlenty 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 inve...
Your questions answered #3
May 18, 2023 01:00 - 18 minutes - 26 MBAs ever, the answers given in our question time episodes are not personal recommendations to buy or sell any financial instrument or product, or to adopt any investment strategy. Should I invest a large lump sum, or split it up and invest it across the tax year? Is it sensible to switch to an income fund share class to provide retirement income? How risky is it to consolidate my investments? Kyle is joined by Alice Guy, head of pensions and savings at interactive investor, to tackl...
Are you investing in the most-popular funds and trusts?
May 11, 2023 01:00 - 17 minutes - 24.7 MBWant to find out what other people are investing in? In this episode, Kyle is joined by Sam Benstead to look at the funds and investment trusts among the most popular with UK investors - and pick out some potential alternatives. 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 educa...
What I wish I knew when I bought my first fund
May 04, 2023 01:00 - 26 minutes - 36.8 MBDamien Fahy is a consumer champion, podcast host and founder of MoneytotheMasses. As a keen DIY investor, he joins Kyle this week to pick apart each other's investing journeys, hopefully giving you some ideas for your own - and showing you what to avoid. Visit MoneytotheMasses. 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. Impor...
Investigating Wirecard and other financial scandals
May 01, 2023 01:00 - 29 minutes - 41 MBAs Investigations Editor of the Financial Times, one of Paul Murphy's most notable successes was his involvement in exposing the Wirecard scandal, which subsequently became the subject of a Netflix documentary. But amid recent market turmoil, he is expecting his team to be kept busy over the coming months and years. Paul sat down with Richard Hunter on the interactive investor YouTube channel to talk about how they uncover financial scandals, their preparation for inevitable backla...
Is interest rate pain over for tech shares?
April 27, 2023 01:00 - 25 minutes - 34.9 MBMike Seidenberg, fund manager of the Allianz Technology Trust, joins Kyle this week to find out whether tech's strong start to 2023 is a sign of better times to come for the sector. With tech negatively impacted by increases in interest rates, Mike explains how he's adapted, the tech trends he is backing for the long term, and his thoughts on artificial intelligence - namely Microsoft's ChatGPT. Could AI even host an investing podcast in future? On The Money is an interactive inves...
Scottish Mortgage: should you hold, fold or be bold?
April 20, 2023 01:00 - 29 minutes - 39.9 MBWe're dedicating this week's episode to Scottish Mortgage – the popular FTSE 100-listed investment trust that has seen its performance come off the boil over the past 18 months or so. Kyle is joined by Sam Benstead to look at what’s been happening, including the evolution of the portfolio, your main concerns as investors and where Scottish Mortgage goes from here. Both Kyle and Sam invest in Scottish Mortgage. Their opinions are for information only and not personal recommendations...
UK income vs global income: which is best for your portfolio?
April 13, 2023 01:00 - 18 minutes - 25.7 MBInvestors looking for income opportunities have increasingly ventured overseas rather than sticking closer to home. But are they right to go global or should they be backing the UK market? Kyle finds out from a fund manager who runs both a UK equity income and a global equity fund, Ben Peters of Evenlode Investment. 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 E...
Early bird ISA investor ideas (including where the pros find value)
April 06, 2023 01:00 - 20 minutes - 28.6 MBApril 6 marks the start of a new tax year and a fresh £20,000 ISA allowance. Kyle is joined by Sam Benstead to look at the best-performing investment trusts since ISAs were introduced in 1999, the funds that professional multi-asset investors have been buying, the standout fund sector for value investors, and investment trust bargain ideas. Sam's article: Around the world in eight funds and trusts On The Money is an interactive investor (ii) podcast. For more investment news and ...
Banking turmoil explained: why we're in a mini crisis and not another global crash
March 30, 2023 01:00 - 15 minutes - 21.6 MBAmid a fortnight of turmoil for the banking sector, Nick Brind, fund manager of the Polar Capital Global Financials investment trust, explains why multiple institutions collapsed across the US and Europe and what else you can expect from the fallout. 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...
Pension stealth tax axed... but here’s how fiscal drag is hitting your pocket
March 23, 2023 02:00 - 16 minutes - 22.3 MBChancellor Jeremy Hunt raised hopes for investors last week by scrapping the Lifetime Allowance. But for millions, life is a drag... a fiscal drag. A week on from the Spring Statement, Kyle explains how one stealth tax had already been replaced with another. Alice Guy is in the studio to do the sums, explain what a fiscal drag is and help you navigate it. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-marke...
Bonus episode: Nick Train on why UK should remain in your portfolio
March 21, 2023 02:00 - 18 minutes - 26.1 MBOne of the UK's star fund managers, Nick Train, speaks to us in this special bonus episode. As the co-founder of Lindsell Train Limited and manager for its UK equity portfolios - including the Finsbury Growth and Income Trust - Nick's approach is based on Warren Buffett’s, involving building a concentrated portfolio of 'quality' companies that have strong brands and/or powerful market franchises. He talks to interactive investor's Richard Hunter about how he does his investment rese...
How to avoid painful investing pitfalls
March 16, 2023 02:00 - 26 minutes - 36.2 MBCan you invest without emotion? Mick Dillon, of Brown Advisory, is one of the few fund managers to use behavioural finance biases as an integral part of his investment process. In this episode, he joins Kyle to focus on two in particular that cause us to make irrational investment decisions: inertia, which causes investors to place a higher value on something they own so are reluctant to sell; and loss aversion, which leads investors to hold on to an investment that has dropped in v...
The tips and tricks you can learn from ISA millionaires
March 09, 2023 09:42 - 24 minutes - 33.9 MBKyle welcomes Sam Benstead to the pod to find out how the 852 ISA millionaires on the interactive investor platform invest their money, including their top holdings. Hopefully, you will be able to get some ideas for your own portfolio but please remember that these aren’t personal recommendations. 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...
The hidden costs of the single life
March 02, 2023 02:00 - 18 minutes - 25 MBWhat does living alone mean for your money? Census data published last year showed more and more of us are in this position, with solo living in the UK increasing by 8.3% over the past decade. Shona Lowe, financial planning expert at abrdn, helps make sense of it all and offers some practical pointers, while Nina Kelly shares some of her own experiences and tips. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/sto...
Your questions answered #2
February 23, 2023 02:00 - 24 minutes - 33.4 MBShould I overpay my mortgage or pension? Are ISAs or SIPPs the best tax-efficient wrapper? Is buying backdated state pension contributions a good deal? How do I decide whether to sell, hold or buy more of an underperforming fund? Kyle is joined by Alice Guy, personal finance editor at interactive investor, to help tackle your questions. As ever, our answers are not personal recommendations to buy or sell any financial instrument or product, or to adopt any investment strategy. Rea...
The case for passive investing: is it right for you?
February 16, 2023 02:00 - 27 minutes - 38.3 MBAuthors Robin Powell and Jonathan Hollow believe most investors would be better off simply buying passive funds. Nina Kelly speaks to them about their latest book, How To Fund The Life You Want, to find out why. Join the conversation by emailing us at [email protected]. Ask a question, tell us what you want us to talk about, or simply share your views. How To Fund The Life You Want is available via Bloomsbury. On The Money is an interactive investor (ii) podcast. For more investment n...
Three ways to generate £10,000 income this year
February 09, 2023 02:00 - 21 minutes - 29.5 MBAs tax year end approaches, Kyle and interactive investor's Lee Wild share three portfolios they hope will generate £10,000 income this year. Kyle's funds portfolio Lee's shares portfolio Kyle's trusts portfolio Tell us your thoughts on the portfolios and join the conversation by emailing us at [email protected]. Ask a question, tell us what you want us to talk about, or simply share your views. On The Money is an interactive investor (ii) podcast. For more investment news and ideas,...
How to protect your investments against inflation
February 02, 2023 02:00 - 25 minutes - 35 MBDividend investing can be a useful strategy to help protect your portfolio against inflation. Kyle welcomes Sam Benstead back to the pod to help find out why, and take a look at what this year could have in store for dividends. Plus they pick out some fund and investment trust options for investors looking for income – including the funds interactive investor customers have been buying. Join the conversation by emailing us at [email protected]. Ask a question, tell us what you want us t...
Why investing in big tech could be a big mistake
January 26, 2023 02:00 - 21 minutes - 29.6 MBStar fund manager Terry Smith (Fundsmith Equity) has been topping up on tech shares lately, taking advantage of falling prices at the likes of Apple, Alphabet and Amazon. But others, like Felix Wintle who runs the VT Tyndall North American Fund, believe the era of big tech dominance is over. He joins Kyle to explain why. Plus interactive investor's Sam Benstead looks at what the big deal is with big tech. Join the conversation by emailing us at [email protected]. Ask a question, tell u...
Investment trust tips and tactics
January 19, 2023 02:00 - 30 minutes - 42.2 MBJonathan Davis, one of the UK’s leading investment writers and author of The Investment Trusts Handbook, joins Kyle this week to talk discount opportunities, wealth preservation strategies and Scottish Mortgage. Plus they look at how the investment trust industry could change over the next decade. Join the conversation by emailing us at [email protected]. Ask a question, tell us what you want us to talk about, or simply share your views. The Investment Trusts Handbook 2023 is available...
The investment trends to watch in 2023
January 12, 2023 02:00 - 19 minutes - 26.7 MBWill tech shares bounce back? Can mid and small-caps recover amid recession? Will China's stock market have a better year? In the first episode of the new year, Kyle is joined by City stalwart and interactive investor's head of markets Richard Hunter to discuss the themes that could impact your investments in 2023. Join the conversation by emailing us at [email protected]. Ask a question, tell us what you want us to talk about, or simply share your views. On The Money is an interactive...
The biggest investing lessons of 2022
December 22, 2022 02:00 - 15 minutes - 20.9 MBBecky and Kyle pick through the debris of an extraordinary year, where so-called 'safe' bond funds fell sharply, technology shares fell out of favour, and investor outflows hit £25 billion. What lessons can investors take into 2023 with them? This is the final episode of 2022. Have a merry Christmas, if you're celebrating, and a happy new year. Thank you for supporting us and see you in January. Join the conversation by emailing us at [email protected]. Ask a question, tell us what yo...
Breaking the silence on inheritance
December 15, 2022 02:00 - 24 minutes - 34.4 MBIt's not always the easiest subject to talk about but it could be one of the most important conversations you have. This week, Shona Lowe, financial planning expert at abrdn, joins Becky and Kyle to help break the silence on inheritance, including practical tips on getting started, passing on property and pensions, how much tax you can expect to pay, and when to bring it up with loved ones. Join the conversation by emailing us at [email protected]. Ask a question, tell us what you want ...
How to steer your investments through a recession
December 08, 2022 02:00 - 17 minutes - 24 MBAs recession looms, Becky and Kyle are joined by Ian Lance, co-manager of the Temple Bar investment trust, to find out whether it really is all doom and gloom, and how you can navigate your way through. Join the conversation by emailing us at [email protected]. Ask a question, tell us what you want us to talk about, or simply share your views. 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 Ca...
Mistakes to avoid when investing for children
December 01, 2022 02:00 - 22 minutes - 30.3 MBWould we sooner see grandparents investing in a Junior ISA for our kids than adding to the pile of toys this Christmas? Join Becky, Kyle and personal finance analyst Myron Jobson as they pick out some of the ways to invest for children, reveal the mistake parents often make with JISAs, and share how they teach their own children about investing. Plus, find out what premium bonds and Power Rangers have in common. Join the conversation on Twitter @iiOnTheMoney or by emailing us at OT...
How to get the most out of Jeremy Hunt’s tax raid on investors
November 24, 2022 02:00 - 25 minutes - 34.6 MBA week on from the Chancellor's Autumn Statement, Becky and Kyle assess what Jeremy Hunt's tax raid means for DIY investors, including the reduction in tax allowances and the prospect of other tax perks being in the firing line in future. Plus, a heartening outlook on pensions courtesy of Kyle's mum. Join the conversation on Twitter @iiOnTheMoney or by emailing us at [email protected]. Ask a question, tell us what you want us to talk about, or simply share your views. On The Money is a...
Tips and tactics to help you build a portfolio
November 17, 2022 02:00 - 19 minutes - 27.2 MBBecky and Kyle explore the key questions you should ask on the road to building a portfolio, while funds and trusts expert Sam Benstead drops in ahead of the World Cup this weekend to name his investment teamsheet, taking inspiration from how football managers set up their players on the pitch. As ever, any investments mentioned in our conversation are not personal recommendations. Join the conversation on Twitter @iiOnTheMoney or by emailing us at [email protected]. Ask a question, te...
Your questions answered
November 10, 2022 02:00 - 22 minutes - 31.1 MBHow many funds should I invest in? Are bonds the key to a guaranteed income in retirement? Does compounding work for growth-style funds and trusts that don't pay a dividend? Becky and Kyle have the answers, plus City expert Richard Hunter tackles your questions on currencies and energy shares. As ever, our answers are not personal recommendations to buy or sell any financial instrument or product, or to adopt any investment strategy. Join the conversation on Twitter @iiOnTheMoney ...
Will new fund rules prevent you from investing in ‘sin’ stocks?
November 03, 2022 02:00 - 25 minutes - 35.7 MBAre the days of investing in so-called ‘sin stocks’ numbered? Becky and Kyle discuss whether the Financial Conduct Authority's plans to introduce sustainable fund labels really will eliminate greenwashing and how they could impact the way you invest. Join the conversation on Twitter @iiOnTheMoney or by emailing us at [email protected]. Ask a question, tell us what you want us to talk about, or simply share your views. On The Money is an interactive investor (ii) podcast. For more inves...
Why investors are deserting funds but should not panic-sell
October 27, 2022 01:00 - 21 minutes - 29.2 MBInvestors have been piling out of funds, with more than £14 billion withdrawn year-to-date (to the end of August). Becky and Kyle explain the reasons why investors are so cautious, what ‘outflows’ mean for investors left in funds, and weigh up the pros and cons of monthly investing versus lump sum investing. Join the conversation on Twitter @iiOnTheMoney or by emailing us at [email protected]. Ask a question, tell us what you want us to talk about, or simply share your views. On The Mo...
How you can steer through the pension crisis
October 20, 2022 01:00 - 19 minutes - 27.2 MBIt's rarely a good thing when pensions are on the front pages. But is there really cause to panic? Becky and Kyle assess the fallout from the past fortnight, including the impact on defined contribution schemes, whether you should consider delaying retirement and some drawdown dos and don’ts. Join the conversation on Twitter @iiOnTheMoney or by emailing us at [email protected]. Ask a question, tell us what you want us to talk about, or simply share your views. On The Money is an intera...
Learn from the biggest investment mistakes
October 13, 2022 01:00 - 25 minutes - 18.6 MBWe’ve all made them… and many of us probably still are doing. From underestimating risk and pension panics to Junior ISAs and buying funds, Becky and Kyle look back on their biggest investment mistakes - and some common industry ones, too. Tell us about yours and join the conversation on Twitter @iiOnTheMoney or by emailing us at [email protected]. Ask a question, tell us what you want us to talk about, or simply share your views. On The Money is an interactive investor (ii) podcast. ...
How do rising interest rates affect your investments?
October 06, 2022 01:00 - 24 minutes - 34.3 MBInterest rate rises aren't going away any time soon. In the first episode of On The Money, Becky O'Connor and Kyle Caldwell tackle what it all means for your savings and investments, and try to find positives amid the chaos. Join the conversation on Twitter @iiOnTheMoney or by emailing us at [email protected]. Ask a question, tell us what you want us to talk about, or simply share your views. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visi...
Coming soon: On The Money
September 20, 2022 10:01 - 1 minute - 981 KBOn The Money is the podcast that helps you steer your investments through the headlines. Every Thursday, Becky O'Connor and Kyle Caldwell will look at the biggest news stories and how they could affect your money, with loads of practical tips and ideas. They’ll also 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. But it won'...
Funds Fan: 10 fund buying tips, and why I left Baillie Gifford
September 16, 2022 08:08 - 42 minutes - 58.1 MBIn a special, final Funds Fan podcast, Kyle Caldwell and Sam Benstead discuss their top 10 tips for investing in funds. These include the active versus passive debate, the dangers of chasing the best-performing funds, and why understanding what you invest in is essential. The duo also discuss the lessons from the Neil Woodford collapse and why keeping costs down is key. Later on in the podcast, Sam interviews Ewan Markson-Brown, manager of the Crux Asia ex-Japan fund. Ewan joined b...
Funds Fan: why fund size matters, and Fundsmith challenger interview
September 02, 2022 09:14 - 33 minutes - 46.3 MBKyle Caldwell and Sam Benstead discuss the latest fund and investment trust news; including recent research from Morningstar that debunked the widely held view that funds with a large amount of assets underperform small funds. The duo also discuss investment trust gearing, and F&C Investment Trust’s promotion to the FTSE 100. Later in the podcast, Sam interviews Gerrit Smit, fund manager of Stonehage Fleming Global Best Ideas Equity. It is a strategy where comparisons can be drawn ...
The Richard Hunter Interview: balancing risk and return in an exciting growth space
August 25, 2022 08:46 - 16 minutes - 22.3 MBI'm joined this week by Tim Levene, chief executive of Augmentum Fintech, which previously invested in interactive investor. We talk about the exciting world of start-ups, Augmentum’s current top holdings, what the future has in store for fintech and the value of patience. 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: twi...
Funds Fan: investment trust bargains, and top US investor interview
August 19, 2022 08:29 - 34 minutes - 47.6 MBKyle Caldwell and Sam Benstead discuss the latest fund and investment trust news; including Terry Smith’s portfolio activity, investment trust discount opportunities, and change at the top at Allianz Technology Trust. Later in the podcast, Sam interviews Cormac Weldon, fund manager of Artemis US Smaller Companies. Weldon details recent portfolio changes, as well as offering his insight into the relative value of US shares and smaller companies at the moment. The fund is a member of...
The Richard Hunter Interview: why the value rally will continue
August 11, 2022 01:00 - 16 minutes - 22.3 MBI'm joined this week by Ian Lance, co-manager of the Temple Bar investment trust. A lot has happened, to say the least, since we last spoke in March 2021. Ian tells me this time why tech stocks remain under pressure, why he remains confident in the value rally, and why Royal Mail (LSE:RMG) could still deliver. 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. F...
Funds Fan: Scottish Mortgage, bonds are back and China’s a buy
August 05, 2022 09:17 - 23 minutes - 32 MBKyle Caldwell and Sam Benstead run through the funds and investment trusts that investors have been buying to take advantage of stock markets returning to form in July. They also give their take on Scottish Mortgage breaching its unlisted stock limit, and Sam explains why the outlook for bonds is looking up. Later on in the podcast, the fund manager interview is Fiona Yang, co-manager of the Invesco Asia Trust, which invests in undervalued Asian franchises. Yang explains why she ha...
Funds Fan: Scottish Mortgage, bonds are back, and China’s a buy
August 05, 2022 08:00 - 23 minutes - 21.3 MBKyle Caldwell and Sam Benstead run through the funds and investment trusts that investors have been buying to take advantage of stock markets returning to form in July. They also give their take on Scottish Mortgage breaching its unlisted stock limit, and Sam explains why the outlook for bonds is looking up. Later on in the podcast, the fund manager interview is Fiona Yang, co-manager of the Invesco Asia Trust, which invests in undervalued Asian franchises. Yang explains why she has been in...