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
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...
The Richard Hunter Interview: how to stay insulated from rising interest rates
July 28, 2022 03:00 - 17 minutes - 23.7 MBRichard Shepherd-Cross is my guest on the pod this week. As investment manager of Custodian REIT (or real estate investment trust), Richard explains the benefits of buying smaller, regional properties, how ESG interests have shaped the trust’s approach in recent years, and why he is keeping cool under the pressure of rising interest rates. 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 ...
Funds Fan: winners and losers so far in 2022, and why small-caps outperform
July 22, 2022 08:00 - 31 minutes - 29.2 MBKyle Caldwell and Sam Benstead run through how funds and investment trusts have fared in the first half of 2022 – including highlighting why funds have held up better than trusts. The duo also name their top tips for deciding whether to hold or fold when a fund manager retires or jumps ship to join a rival firm. Later on in the podcast, Kyle chats to Peter Ewins, fund manager of the recently renamed Global Smaller Companies Trust, which was formerly called the BMO Global Smaller Com...
The Richard Hunter Interview: bargain-hunting in the post-pandemic ‘wild’
July 12, 2022 04:00 - 20 minutes - 28 MBRichard is joined by Matthew Tillett, lead portfolio manager for the Brunner investment trust to talk substance over style, bargain-hunting in the post-pandemic ‘wild’, and why digital tech makes Adidas a stock to watch. 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/wear...
Funds Fan: Scottish Mortgage's private portfolio, commodities and why bonds are back
July 08, 2022 09:43 - 29 minutes - 27.4 MBSam Benstead and Richard Hunter discuss the biggest news item in the world of fund investing, including the outlook for company earnings as firms report their second-quarter results, and the alarming rise of private company allocations in some investment trusts, including Scottish Mortgage. They also discuss the bond sector, where a sharp sell-off has led to yields that finally offer investors a respectable income. One casualty of falling bond prices has been the 60/40 portfolio, bu...
The Richard Hunter Interview: can you trust in trusts?
June 28, 2022 01:00 - 11 minutes - 15.2 MBJonathan Davis is the author of the Investment Trusts Handbook, the editorially independent annual described as "the definitive guide to the sector". He joins Richard to take a closer look at why he considers trusts to be the "connoisseur’s choice", closed and open-ended investments and whether we are in a bear market. 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 an...
Funds Fan: meet the investor betting on a 1970s-style economic collapse
June 24, 2022 08:00 - 32 minutes - 30 MBKyle Caldwell and Sam Benstead explain why professional investors are extremely bearish at the moment, and point out that the world’s largest fund manager is not ‘buying the dip’. The duo also name the income funds and trusts proving more popular with investors over the past couple of months, and run through a pledge made by respected investor Nick Train. Later in the podcast, Sam chats to Barry Norris, who runs the Argonaut Absolute Return fund, which is a strategy that aims to m...
The Richard Hunter Interview: how to make a profit without investing in FAANG stocks
June 14, 2022 02:00 - 17 minutes - 24 MBZehrid Osmani is Richard's guest this week. The manager of the Martin Currie Global Portfolio Trust talks making money without exposure to traditional FAANG stocks, plus the growth of the metaverse and the potential opportunities it holds for investors. 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...
Funds Fan: dividend demand, bear market tips, and Mobius interview
June 10, 2022 08:00 - 23 minutes - 21.4 MBKyle Caldwell and Sam Benstead explain why dividend investing has come back into fashion, running through the income fund sector that is in high demand. The duo, however, point out that a trick may be missed, as UK equity income funds, which on average yield 3.8%, continue to be shunned. Sam also names his five top tactics for investors to navigate a bear market. Later in the podcast, our fund manager interview is Carlos Hardenberg, co-manager of the Mobius Investment Trust, a mem...
Alastair Humphreys: Adventurer on becoming a money geek and ‘living like a king’ on £100 a month
June 01, 2022 01:00 - 38 minutes - 52.6 MBIn the final episode of series two, Gabby meets adventurer and author Alastair Humphreys. A National Geographic Adventurer of the Year, Alastair’s many outdoor escapades include cycling round the world, rowing the Atlantic and walking across India, but he has also won acclaim for his pioneering work on the concept of cheaper, simpler, closer-to-home microadventures. He spends his time encouraging people to live more adventurously… but is his enterprising and often daring spirit re...
The Richard Hunter Interview: investing in tech stocks and comparisons to the dot-com bubble
May 31, 2022 01:00 - 14 minutes - 20.2 MBThis week, Richard meets Ben Rogoff, Director (Technology) at Polar Capital. Ben discusses next-gen stocks and whether the current climate is comparable to the dot-com bubble, and takes a closer look at some of the holdings of the Polar Capital Global Technology Fund. 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: twit...
Funds Fan: star fund manager bargain buys, and Smithson interview
May 27, 2022 08:00 - 29 minutes - 27.2 MBIn the latest episode, Kyle Caldwell and Sam Benstead detail how Terry Smith, Nick Train, and the managers of Scottish Mortgage have been playing the stock market sell-off, naming the shares they have been buying and selling. Sam also runs through his analysis of the big four wealth preservation investment trusts: Ruffer, Capital Gearing, Personal Assets and RIT Capital Partners. Later, fund manager Simon Barnard of Smithson Investment Trust explains how he is approaching stock ma...
Dame Jayne-Anne Gadhia: Former Virgin Money boss on Branson, banks and top investing tips
May 26, 2022 01:00 - 40 minutes - 36.9 MBDame Jayne-Anne Gadhia is widely regarded as one of Britain’s most successful bankers but, as she tells Gabby, didn’t always plan a career in finance. Jayne-Anne helped Sir Richard Branson set up Virgin Money and as CEO steered the company through takeovers, a stock market float and eventual sale. She currently chairs the HMRC Board and, in 2020, launched Snoop, a money management app designed to help people become savvier with their spending and saving. Until last year, she was t...
Andy Burnham: Mayor of Manchester on financial education in school and turbulence in the Treasury
May 19, 2022 01:00 - 32 minutes - 29.9 MBMayor of Greater Manchester Andy Burnham is Gabby’s guest on the pod this week. Andy became the Member of Parliament for Leigh in 2001 and served as both Culture Secretary and Health Secretary under Gordon Brown. Previously, he was Chief Secretary to the Treasury during one of the most turbulent times for the world’s financial markets. In 2017 he left Westminster to successfully run for the new role of mayor of Greater Manchester, and was re-elected for a second term last year. De...
The Richard Hunter Interview: market makers and their role in investing
May 17, 2022 01:00 - 15 minutes - 21.8 MBRichard is joined by Stuart Rutherford, head of retail execution services at Liberum, to talk market makers: what they are, why they are important and how they decide a stock's initial price. They also take a closer look at the difference between order-driven and quote-driven prices. 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...
Funds Fan: the Scottish Mortgage interview
May 13, 2022 08:00 - 30 minutes - 27.6 MBIn the latest episode, as usual Kyle Caldwell and Sam Benstead cast their eyes over a couple of fund and investment trust news stories; including explaining why investors have been dumping funds in the first quarter of 2022, and whether investors should expect more closures for funds that mainly invest in Russia. Later on in the podcast, is an interview with Lawrence Burns, deputy fund manager of Scottish Mortgage. Burns gives his thoughts on the market rotation that’s been taking...
Sarah Willingham: Former Dragon on investing and letting her kids control the holiday budget
May 12, 2022 01:00 - 34 minutes - 48.1 MBSarah Willingham originally planned a career in finance before making her fortune in food. Growing up in Stoke, the entrepreneur and former Dragon on the BBC's Dragons’ Den started her first paper round at the age of 11, then took her first steps in the restaurant trade aged just 13. From there she went on to work for Pizza Express and Planet Hollywood, and then turned Indian restaurant chain Bombay Bicycle Club into a multi-million-pound business. She also, along with her husband, ...
Black Girl Finance author: from debt to ‘finfluencer’
May 10, 2022 02:00 - 19 minutes - 26.7 MBSelina Flavius went from dealing with thousands of pounds of debt to launching her own financial coaching company Black Girl Finance in April 2019, closely followed by a book of the same name, which is the subject of our discussion. Last year, Selina was named the British Bank Awards Online Financial Influencer of the Year. She talks to us about about dealing with thousands in debt, women and investing, the ethnicity pay gap, what stopped her from doing economics A-level, being an a...
Greg Jackson: Octopus Energy founder on being cut off and tackling the energy crisis
May 05, 2022 01:00 - 38 minutes - 53.1 MBGreg Jackson is the founder and chief executive of Octopus Energy, one of the UK's fastest-growing energy companies. Before building Octopus, which is now valued at more than a billion pounds, Greg enjoyed a hugely successful career in the world of digital start-ups as both an investor and manager. He's also been a member of Greenpeace since the age of 16, and is well known for believing passionately in the benefits of a good work-life balance both for himself and his staff. Greg ...
The Richard Hunter Interview: bargains are big in Japan
May 03, 2022 02:00 - 15 minutes - 14.3 MBThis week, Richard meets Joe Bauernfreund, manager of the AVI Global Trust and AVI Japan Opportunity Trust at Asset Value Investors. Joe explains why Japan is, surprisingly, years behind other countries in terms of technological capabilities and how, with markets' attention elsewhere, he sees it as a land of great opportunity. 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 in...
Alastair Campbell: Political strategist on his financial fears and life inside Downing Street
April 28, 2022 01:00 - 35 minutes - 49.5 MBSeries 2 kicks off with Gabby Logan speaking to author, political strategist and podcaster Alastair Campbell. Having started out as a journalist, Alastair is best known for his six-year stint as former British Prime Minister Tony Blair’s director of communications, previously serving as his press secretary while in Opposition. Despite returning briefly as an adviser to Gordon Brown and Ed Miliband, Alastair left frontline politics behind in 2003 to focus on his partner Fiona and t...
Funds Fan: recession tips, funds vs trusts, and Japan fund interview
April 22, 2022 08:19 - 15 minutes - 20.8 MBIn the latest episode, Kyle Caldwell and Sam Benstead run through key takeaways for fund and trust investors from the first quarter of 2022. Among the subjects discussed is why over that time period similarly managed funds held up better than trusts. Separately, on the back of bond markets flashing a warning that a recession could be on the cards, the duo name the types of investments that would, in theory, perform well during an economic downturn. Later in the podcast, Jeff Ather...
The Richard Hunter Interview: Guinness Global Equity Income and opportunities in tech
April 19, 2022 04:00 - 18 minutes - 24.8 MBRichard 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.f...
Funds Fan: Scottish Mortgage, popular funds, and trust bargains
April 08, 2022 08:00 - 25 minutes - 23.7 MBIn 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 tr...
Series 2 Coming Soon: The ii Family Money Show
April 07, 2022 00:00 - 1 minute - 1.16 MBGabby 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 a...
The Richard Hunter Interview: Lindsell, Train…and Bullock
March 29, 2022 03:00 - 21 minutes - 29.8 MBAfter 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 soc...
Funds Fan: dividend heroes, Woodford woe, and Alliance Trust interview
March 18, 2022 09:00 - 21 minutes - 19.9 MBIn 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 Gra...
The Richard Hunter Interview: have we pressed pause on ESG?
March 15, 2022 05:00 - 18 minutes - 16.6 MBSue 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.li...
Funds Fan: £1bn trapped in Russia-linked funds, and ‘dividend hero’ interview
March 04, 2022 09:00 - 25 minutes - 23.2 MBIn 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 Ge...
The Richard Hunter Interview: selling bitcoin and how to protect yourself against inflation
March 01, 2022 04:00 - 16 minutes - 22 MBRichard 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...
Funds Fan: market rotation, unloved UK, and fund yielding 5% plus
February 18, 2022 08:55 - 24 minutes - 22.5 MBIn 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 ...
The Richard Hunter Interview: is China really an emerging market?
February 15, 2022 04:00 - 15 minutes - 36 MBIn 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...
Mind & Money: do you need to be confident and clever to be a successful investor?
February 11, 2022 04:00 - 17 minutes - 24.5 MBIn 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 Pod...
Funds Fan: Scottish Mortgage, dividends in 2022, and an inflation hedge
February 04, 2022 08:01 - 20 minutes - 37.8 MBinteractive 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. Scull...
The Richard Hunter Interview: Nick Train on the UK, opportunities, Man Utd and tech
February 01, 2022 05:00 - 27 minutes - 38.3 MBRichard 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....
Funds Fan: Terry Smith, core-satellite tips, and 2022 bond outlook
January 21, 2022 09:00 - 31 minutes - 29.3 MBIn 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 ri...
The Richard Hunter Interview: Ian Cowie on inflation, value stocks, and healthcare
January 18, 2022 04:00 - 18 minutes - 43 MBRichard 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 Linke...
Mind & Money: does life happen to you or by you?
January 13, 2022 10:05 - 18 minutes - 41.8 MBBecky 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 f...
Funds Fan: four predictions for 2022 and Allianz Technology interview
January 07, 2022 08:47 - 24 minutes - 22.7 MBIn 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 invest...
Funds Fan: how experts’ 2021 predictions fared, and top trust insights
December 17, 2021 08:40 - 31 minutes - 29.1 MBinteractive 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...
Rachel Riley: Countdown, Strictly and teaching Britain useful maths
December 09, 2021 02:00 - 34 minutes - 47.2 MBSelf-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 f...