On The Money

Q&A episode: retirement income from £250K, IHT pension planning, and are ETFs riskier than funds?

interactive investor — Thu, 14 May 2026 02:00:00 +0100

Our latest episode answers questions sent in by listeners. Kyle is joined by Craig Rickman, interactive investor’s personal finance editor, to cover a wide range of topics including a realistic retirement income from a £250,000 pension pot, and how to approach fund risk scores. Do you have a question you’d like Kyle or Craig to tackle in a future episode? We would love to hear from you, and the way to get in touch with the team is by emailing: OTM@ii.co.uk

Kyle Caldwell is Funds and Investment Education Editor at interactive investor.

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 podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.

The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.

Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

My 10-point checklist for picking smaller company shares

interactive investor — Thu, 07 May 2026 02:00:00 +0100

Smaller company shares can make for exciting investments but they carry plenty of risk. The latest episode of our On The Money podcast looks at the checks DIY investors can apply when trying to sort the winners from failures. Charles Montanaro, an experienced smaller company investor, looks at some of the methods that work - and some of the lessons he has learned from a long career.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Tax traps to be aware of and how to beat them

interactive investor — Thu, 30 Apr 2026 02:00:00 +0100

Frozen thresholds mean more people are being caught by an effective 60% tax rate. To discuss this topic, including providing practical pointers on how to beat this tax trap and the child benefit tax trap, Kyle is joined by Craig Rickman, personal finance editor at interactive investor.

Kyle Caldwell is Funds and Investment Education Editor at interactive investor.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Three ways to build an ISA portfolio from scratch

interactive investor — Thu, 23 Apr 2026 02:00:00 +0100

Putting together a portfolio to weather different conditions is no easy task, even in calmer times. For beginner investors it can be particularly puzzling, given there are thousands of funds to choose from.

To help cut through the noise, interactive investor’s Dave Baxter has put together three hypothetical portfolios for different risk levels: cautious, balanced and adventurous. Dave joins Kyle to explain his choices and how he arrived at the mix of assets. The duo also discuss ‘hands-off’ funds for investors on the lookout for low maintenance options.

The three hypothetical portfolios can be found in the links below:

Kyle Caldwell is Funds and Investment Education Editor at interactive investor.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The outperforming funds flying under the radar

interactive investor — Thu, 16 Apr 2026 02:00:00 +0100

Many top funds deliver their best returns in the early years, when the portfolio is small and the investment team is hungry for success. But spotting these names before the crowd is easier said than done if you're a DIY investor.

The latest episode of our On The Money podcast looks at what tools you can use, what you should look for in a fund, and some of the names that have stood out in the past.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How to get your finances in shape ahead of big rule changes

interactive investor — Thu, 09 Apr 2026 02:00:00 +0100

The new tax year brings fresh annual allowances for ISAs and SIPPs. While it always makes sense to invest in a tax-efficient manner, the mantra of ‘use it or lose it’ has arguably never been as important. This is because from the start of the next tax year (6 April 2027) major changes come into force, with unspent pension funds subject to inheritance tax, a reduction in the cash ISA annual allowance to £12,000 for those under the age of 65, and savings tax rates increasing.
To discuss the changes and how people can use this tax year to plan ahead, Kyle is joined by Craig Rickman, personal finance editor at interactive investor.

Kyle Caldwell is Funds and Investment Education Editor at interactive investor.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Top tactics on how ISA millionaires invest

interactive investor — Thu, 02 Apr 2026 02:00:00 +0100

With just days until this tax year ends and a new one begins, the focus for this week’s episode is on the increasing number of ISA millionaires and how you can join them. To discuss how ISA millionaires invest, the steps taken to achieve the milestone, and what to consider when weighing up ISAs and SIPPs, Kyle is joined by Craig Rickman, personal finance editor at interactive investor.

In this episode, Kyle mentions a recent article about the best-performing funds and investment trusts since ISAs were launched on 6 April 1999. You can read it here: Best-performing funds and sectors since ISA launch in April 1999

Kyle Caldwell is Funds and Investment Education Editor at interactive investor.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

When to sell a fund, investment trust or ETF

interactive investor — Thu, 26 Mar 2026 02:00:00 +0000

In another ISA-focused episode ahead of tax year end, Kyle is once again joined by Dave Baxter, senior fund content specialist at ii, to discuss how to review a portfolio. As well as examining the benefits of rebalancing, we run through key considerations when you’re deciding whether to keep the faith or sell a fund, investment trust or ETF.

Kyle Caldwell is Funds and Investment Education Editor at interactive investor.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The most-popular ISA funds today vs five years ago

interactive investor — Thu, 19 Mar 2026 03:00:00 +0000

With tax year end only a couple of weeks away, Kyle is joined by ii fund content specialist Dave Baxter to run through the funds, investment trusts and ETFs piquing investors’ interest. Kyle and Dave also look at back at the funds topping the popularity charts five years ago and explain the dangers of falling into the potential trap of performance chasing.

Kyle Caldwell is Funds and Investment Education Editor at interactive investor.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

State pension changes: are you prepared?

interactive investor — Thu, 12 Mar 2026 07:43:47 +0000

The focus for this week’s episode is pensions ahead of changes to the state pension age, which is rising from 66 to 67. In a worst-case scenario, those turning 66 around this time next year face a delay of up to a year before they can claim the state pension. To examine the details and discuss how the state pension age will increase in future, Kyle is joined by Craig Rickman, personal finance editor at interactive investor. Other topics include the sustainablity of the state pension triple lock, and whether the state pension will exist in the future or potentially be means tested.

Kyle Caldwell is Funds and Investment Education Editor at interactive investor.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Is the tide starting to turn for UK smaller companies?

interactive investor — Thu, 05 Mar 2026 02:00:00 +0000

Before the outbreak of conflict in the Middle East, the performance gap between UK smaller companies and the country’s largest businesses had started to narrow. In an interview recorded in mid-February, Kyle and Richard Staveley, manager of investment trust Rockwood Strategic, discussed why this area of the market is unloved, whether interest rate cuts will act as a catalyst for performance and investor sentiment, and how the trust works with firms to unlock value.

Kyle Caldwell is Funds and Investment Education Editor at interactive investor.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Shares, funds and investment trusts: how to generate £10,000 of income

interactive investor — Thu, 26 Feb 2026 02:00:00 +0000

For investors looking to generate income from their investments, there are various ways to approach the task. For many years, interactive investor has complied three hypothetical portfolios to provide inspiration and support investors’ own wider research. In this episode, Kyle is joined by Lee Wild, head of equity strategy at ii, to explain this year’s portfolios for the £10,000 income challenges.

To read the £10,000 portfolio articles, follow the links below:

Kyle Caldwell is Funds and Investment Education Editor at interactive investor.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How to invest in times of turmoil

interactive investor — Thu, 19 Feb 2026 02:00:00 +0000

From ongoing conflicts to tariffs, global tensions and disputes only seem to be on the rise. And while this presents major humanitarian issues, it’s also something investors are seeking to navigate.

What does a world of heightened tensions mean for portfolios? We look at what it means for different asset classes, regions and investment styles, with the help of our guest, investment veteran Peter Dalgliesh.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How to perform a deep dive on funds, investment trusts and ETFs

interactive investor — Thu, 12 Feb 2026 02:00:00 +0000

When researching funds, investment trusts, and exchange-traded funds (ETFs), it’s important to look under the bonnet. But what does that entail? To explain how to understand how funds invest and the key things to look out for, Kyle is joined by Dave Baxter. The duo draw on their experiences of researching funds and interviewing fund managers to provide plenty of helpful pointers.

Kyle Caldwell is Funds and Investment Education Editor at interactive investor.

Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

US exceptionalism: is era of strong returns over?

interactive investor — Thu, 05 Feb 2026 02:00:00 +0000

The US stock market has delivered stellar returns over the past 15 years, which has led to the country becoming a larger part of the global stock market, meaning it now has greater influence over its performance.

But several factors, including high valuations, a concentrated market, and geopolitics, could spell the end of US exceptionalism.

To examine the outlook for US exceptionalism, and consider whether investors should be casting their nets wider, Kyle is joined by Richard Saldanha, who manages the Aviva Investors Global Equity Income fund.

Saldanha also discusses the opportunities he’s seeing, explaining how the fund invests and his approach to investing in dividend-paying companies.

Kyle Caldwell is Funds and Investment Education Editor at interactive investor.

Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Seven pension tips to get you retirement ready

interactive investor — Thu, 29 Jan 2026 02:00:00 +0000

What are the main items to put on your to-do list in the latter stages of saving and investing for retirement? To tackle this topic Kyle is joined by Craig Rickman, personal finance editor at interactive investor. Craig shares seven key considerations to bring your retirement plans into sharper focus.

In the episode, Kyle and Craig discuss the following:

Firming up your pension plans (00:59)
The merits of consolidating pensions (04:53)
ISAs, the state pension, and boosting pensions in the run-up to retirement (06:51)
Keeping money invested, buying an annuity, or doing both? (13:58)
Reducing risk (or not) in the run-up to retirement and ideas for building a defensive buffer (18:09)
‘Bucket’ strategies of multiple portfolios for different time frames (25:14)
The 25% pension tax-free lump sum: take it all at once or in stages? (26:13)

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 not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are in any doubt about the suitability of a Stocks & Shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of these products, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How to spot (and survive) a market bubble

interactive investor — Thu, 22 Jan 2026 02:00:00 +0000

The artificial intelligence boom has produced great returns for investors but they increasingly worry that we have entered a bubble – with a painful ‘bust’ around the corner.

Franklin Templeton investment strategist Michael Browne joins ii’s Dave Baxter to tackle the subject, looking at whether we might be in a bubble but also how to spot one and what to actually do to protect your money.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

How we invest and lessons learnt

interactive investor — Thu, 15 Jan 2026 02:00:00 +0000

We’ve all been there and made some investing mistakes. The good news is that there are ways to limit any impact, such as by having a diversified portfolio and investing regularly. In this episode, Kyle and Dave explain how they have invested over the years, running through the lessons they’ve learnt, and offering pointers on how to build a portfolio.

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.

Key changes impacting your money in 2026 and beyond

interactive investor — Thu, 08 Jan 2026 02:00:00 +0000

We kick off discussing the key personal finance and tax changes that will come into force in 2026. Among the topics discussed by Kyle and interactive investor’s personal finance editor Craig Rickman are ‘fiscal drag’, the state pension, dividend tax increases, and inheritance tax (IHT) changes to AIM shares. The duo also share their thoughts on big changes taking effect from April 2027, namely the cut in the cash ISA allowance and unspent pensions no longer being exempt from IHT.

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.

Reasons to be bearish and bullish in 2026

interactive investor — Thu, 18 Dec 2025 02:00:00 +0000

In our last episode of 2025, Kyle is joined by interactive investor’s head of markets Richard Hunter to look ahead to key drivers for stock markets in 2026. Richard shares reasons to be both bullish and bearish, and highlights three areas in the UK stock market that are piquing his interest.

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.

The big trends shaking up investment trusts

interactive investor — Thu, 11 Dec 2025 02:00:00 +0000

This week, Kyle is joined by ii’s Dave Baxter to discuss key developments and trends impacting investment trusts. The duo run through why US activist investor Saba Capital is targeting the sector and which trusts it has in its sights. Kyle and Dave also explain the rise in trust mergers (including why a recent high-profile merger was abandoned), and why they are fans of the move by some trusts to offer performance-linked ‘escape routes’.

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.

Where next for one of 2025’s best-performing investments?

interactive investor — Thu, 04 Dec 2025 02:00:00 +0000

Commodities has been one of the hottest investment areas of 2025, with both gold and silver prices soaring. To explain why commodities are in a bull market, and to examine future prospects, Kyle is joined by Olivia Markham, co-manager of BlackRock World Mining Trust.

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.

Autumn Budget 2025: the key takeaways for savers and investors

interactive investor — Fri, 28 Nov 2025 08:00:00 +0000

Kyle is joined by Craig Rickman to cover the personal finance contents of the famous red briefcase. The duo discuss the cut to the cash ISA allowance, reform to the Lifetime ISA, changes to pension salary sacrifice contributions, an extension to the freeze on income tax thresholds and higher dividend and savings tax rates.

For more analysis, check out our Autumn Budget 2025 hub.

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.

Fundsmith Equity and key trends among most-popular funds

interactive investor — Thu, 20 Nov 2025 02:00:00 +0000

The latest episode of On The Money covers key trends in the latest edition of the ii Top 50 Fund Index (Q3 2025), which ranks the most-bought funds, investment trusts and ETFs among ii customers. Kyle and senior fund content specialist Dave Baxter discuss Fundsmith Equity’s exit from the index, why some investors prefer China over India, how to reduce US concentration risk, and the rise of value-focused funds. Other topics include Smithson Investment Trust’s proposal to become an open-ended fund, and whether it’s too late to join the commodities party.

View the ii Top 50 Fund Index report here.

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.

Long-term themes good for health and growing wealth

interactive investor — Thu, 13 Nov 2025 02:00:00 +0000

In this episode, the focus is on healthcare, a sector with enduring appeal. Joining Kyle to explain the key long-term trends he’s tapping into is Jamie Douglas, manager of Polar Capital Global Healthcare Trust. Douglas discusses ageing populations, and innovation by companies responding to medical needs, and also addresses performance and political risk.

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.

US tariffs or AI: which is the biggest risk for S&P 500?

interactive investor — Thu, 06 Nov 2025 02:00:00 +0000

In this episode, Kyle is joined by Julian Bishop, manager of Brunner Investment Trust, to discuss US tariffs, including whether stock markets have become complacent to the risk following a strong spell of performance over the past six months or so.

While US tariffs played a big part in significant stock market falls earlier this year, Bishop points out that artificial intelligence (AI) now poses the biggest risk to markets and expresses concerns over how tech-heavy the S&P 500 index has become.

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.

Budget 2025: how pensions and ISAs could change

interactive investor — Thu, 30 Oct 2025 02:00:00 +0000

We’re now less than a month away from Chancellor Rachel Reeves delivering this year’s Budget. As ever, there have been plenty of rumours regrading the contents of the famous red briefcase, with reform mooted for both pensions and ISAs. To discuss what to potentially expect, Kyle is joined by Craig Rickman, personal finance editor at interactive investor. The duo also debate the fiscal black hole, whether Labour will break its manifesto promise not to increase taxes on working people, and potential further changes to inheritance tax and capital gains tax.

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.

Three rules for picking sensible stocks

interactive investor — Thu, 23 Oct 2025 02:00:00 +0100

With various stock markets and assets, including gold, reaching or close to record highs, investors who’ve failed to get in on the rallies may be concerned that they’ve missed the boat.

However, one area of the market that’s lagged, but is still a source of cheap valuations, is UK smaller companies.

In our latest episode, Kyle asks Artemis fund manager Mark Niznik to run through the three rules he lives by when seeking sensible stocks.

Niznik, who manages the Artemis UK Smaller Companies and Artemis UK Future Leaders investment trust alongside William Tamworth, names UK companies that are leaders in their respective niches.

Niznik is a professional investor happy to eat his own cooking, with his entire pension invested in the funds he manages.

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.

How to decide whether to take profits or run a winner

interactive investor — Thu, 16 Oct 2025 02:00:00 +0100

This week’s episode examines the dilemma of whether to run a winner or take some profits from an investment that’s performed well.

Joining Kyle to offer his expert insight is Richard Hunter, head of markets at interactive investor. The duo discuss fear of missing out (FOMO), top slicing, position sizing, and much more.

The idea for this episode came from a listener email. Have you got a topic or question you’d like answered? We love to hear from you, and you can get in touch by emailing OTM@ii.co.uk

In this episode, Kyle refers to a previous podcast called ‘The reasons to sell a fund and how to judge performance’. You can find the episode here or by searching through the back catalogue on your preferred podcasting app.

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.

Is 4.7% the new magic number for sustainable pension withdrawals?

interactive investor — Thu, 09 Oct 2025 02:00:00 +0100

Our latest episode – our 150th – tackles the dilemma retirees face over how much money to take out of their pensions, while trying to ensure their lifetime savings last as long as they do. The famous strategy is the 4% rule, which has recently been renamed the 4.7% rule. To explain all you need to know about this rule, including why it has its critics, Kyle is joined by interactive investor’s personal finance editor Craig Rickman. The duo also run through some tactics on how to approach investing pensions in retirement.

For those who would like to see a video version of the podcast, you can now watch us on YouTube. Or if you would prefer to listen, you can do so in all the usual places.

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.

Why these three sectors stand out from the crowd

interactive investor — Thu, 02 Oct 2025 02:00:00 +0100

The focus for this episode is where investors can look for potentially undervalued opportunities. Kyle is joined by Michael Field, chief equity market strategist at Morningstar, who explains why three sectors stand out from the crowd, and outlines share examples. The episode also covers the danger of potential ‘value traps’.

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.

How to spot shares with ‘multi-bagger’ potential

interactive investor — Thu, 25 Sep 2025 02:00:00 +0100

Kyle is joined by fund manager Jean Roche to discuss how she attempts to find top-performing ‘multi-bagger’ stocks. While it’s rare for a company to deliver a four or fivefold return, let alone become a 10-bagger stock, Roche explains how she detects signs of a potential winner. Roche, who manages the Schroder UK Mid Cap Fund, an investment trust, also reflects on firms she invested in that went on to become multi-bagger stocks.

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.

Four pension pitfalls and how to tackle them

interactive investor — Thu, 18 Sep 2025 02:00:00 +0100

In this episode, Kyle and colleague Craig Rickman focus on interactive investor’s market-leading Great British Retirement Survey. Kyle and Craig home in on four of the key findings and discuss ways in which these issues could be addressed. The topics covered include lack of confidence in the pensions system, lack of financial knowledge, pension gaps for women, divorcees and the self-employed, and low pension values.

You can read the full report here:

The Great British Retirement Survey 2025 - ii

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.

Stock markets at record highs – is this a concern?

interactive investor — Thu, 11 Sep 2025 02:00:00 +0100

Following a number of listeners getting in touch over the summer, we’ve dedicated this episode to answering your questions. Kyle is joined by Craig Rickman, ii’s personal finance editor, to tackle questions related to investments and pensions. We kick off by asking whether record stock market highs are a concern.

Below are links to recent articles that Kyle mentions in the episode:

Do you have an investment or pension question you’d like Kyle and Craig to answer in a future Q&A episode? If so, we’d love to hear from you. You can get in touch by emailing OTM@ii.co.uk.

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.

10 tactics when researching funds, investment trusts and ETFs

interactive investor — Thu, 04 Sep 2025 02:00:00 +0100

Returning following a two-week break, Kyle is joined by colleague Sam Benstead for this episode. The duo run through what private investors should look for when researching funds. Topics discussed include charges, the trap of performance chasing, how to identify funds that take significant active bets, and the importance of not buying too many funds in the same sector.

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.

How to find defensive shares that can weather stock market storms

interactive investor — Thu, 14 Aug 2025 02:00:00 +0100

The sharp stock market sell-off earlier this year served as a reminder that volatility is par for the course in investing. During such periods, defensive growth businesses are expected to hold up better than those that are more cyclical and sensitive to economic cycles. In this episode, Kyle speaks to James Thomson, lead manager of Rathbone Global Opportunities fund. Part of the fund is devoted to recession-resistant businesses, including companies that are not as closely linked to the economic cycle, and those where demand is more predictable. James explains what he looks for in ‘weather-proof businesses’ and shares stock examples.

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.

Why investors overexposed to the US should think twice

interactive investor — Thu, 07 Aug 2025 02:00:00 +0100

Most investors will have a sizeable weighting to the US stock market, particularly those who own global index funds or ETFs, which have weightings of around 70% to US companies. Some active global fund managers go against the crowd by holding less in the US, including James Harries of STS Global Income & Growth Trust. James explains why over a quarter of the portfolios invested in UK shares, and runs through changes made to the investment trust during the stock market sell-off in April triggered by US President Donald Trump’s tariff policies.

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.

A dividend trend that investors tend to overlook

interactive investor — Thu, 31 Jul 2025 02:00:00 +0100

Over the past decade, Asia-Pacific companies have become more dividend friendly. This episode examines that trend, with the region arguably an overlooked one for generating income and generally seen as more of a growth play. Joining Kyle to discuss this topic is Isaac Thong, manager of Aberdeen Asian Income Fund, an investment trust.

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.

Why these are investors’ favourite funds

interactive investor — Thu, 24 Jul 2025 02:00:00 +0100

In this episode, Kyle is joined by interactive investor’s Sam Benstead to examine key trends among the 50 most-popular funds, investment trusts and exchange-traded funds (ETFs) in the second quarter of 2025. Among topics discussed are the types of funds investors are favouring to ‘own the market’, why interest in US funds is cooling, the investment trust sector attracting income-seeking investors, and how the top 50 has changed compared with a year ago.

The data discussed is from the ii Top 50 Fund Index. Every three months, this index reveals the 50 most-bought collective investments. You can read the latest report here.

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.

Key takeaways from reforms to get Britain investing

interactive investor — Thu, 17 Jul 2025 02:00:00 +0100

Kyle is joined by Craig Rickman, personal finance editor at interactive investor, to cover the key personal finance announcements made by Chancellor Rachel Reeves in her Mansion House speech this week. The duo examine the government’s ambition to turn Britain into a nation of investors, the news that further changes to ISAs are being considered, and the omission of new pension reforms in the speech.

The podcast was recorded remotely shortly after the Mansion House speech.

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.

How this pro weighs up risks and rewards

interactive investor — Thu, 10 Jul 2025 02:00:00 +0100

The Asia-Pacific region is an adventurous area that can potentially add spice to a portfolio. Joining Kyle to share his outlook on the region and talk through how he aims to strike a balance between risks and opportunities, is Doug Ledingham, manager of Pacific Assets Trust. Doug explains why the investment trust has been increasing exposure to China, offers his view on India, and discusses other countries he favours.

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.

Key trends and top-performing funds so far in 2025

interactive investor — Thu, 03 Jul 2025 02:00:00 +0100

We’re halfway through the year and for investors it has been very eventful. This week’s episode takes a look back at key trends that have played out so far. Joining Kyle to help unpick it all is interactive investor’s Sam Benstead. The duo give their take on the investment lessons from the US tariffs causing stock markets to slump in the first quarter, talk through trends within the funds industry, and crunch the numbers to reveal the best-performing funds and sectors year-to-date.

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.

The income risk investors need to be aware of

interactive investor — Thu, 26 Jun 2025 02:00:00 +0100

For income-seeking investors, the UK stock market has a rich dividend heritage. However, an important thing to bear in mind is the highly concentrated nature of UK dividends. In 2024, figures from Computershare show that the top 15 dividend stocks accounted for 59% of all UK dividend payments.

To discuss the issue of concentration risk for income-seeking investors backing the UK market, Kyle is joined by Eric Moore, manager of Slater Income fund. Moore explains how he navigates this income risk, and why he adopts a total return approach to investing in dividend-paying companies.

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.

How to build and simplify an investment portfolio

interactive investor — Thu, 19 Jun 2025 02:00:00 +0100

On the back of stock market volatility picking up in the first half of 2025, our latest episode talks tactics on how to go about building or improving an investment portfolio. Kyle is joined by interactive investor’s Sam Benstead to examine strategies that can be put in place, including potential starter funds for beginner investors, the core/satellite approach, the 60/40 portfolio and percentage weightings.

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.

Should fund managers reveal their ‘skin in the game’?

interactive investor — Thu, 12 Jun 2025 02:00:00 +0100

This episode asks whether fund managers should divulge whether they invest in the fund or investment trust they oversee. To discuss the topic, Kyle is joined by interactive investor’s Sam Benstead. The duo cover a recently published report on investment trust ‘skin in the game’, give their views on whether fund managers should disclose their personal stake, and run through the results of a poll on the topic on ii Community.

ii Community is a social trading network allowing you to connect with other investors, talk about your investments and see how your portfolio compares to others. It’s free to join, and you can find out more here.

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.

How diversified is the global stock market?

interactive investor — Thu, 05 Jun 2025 02:00:00 +0100

In this episode, we look at whether global equity markets are sufficiently diversified. Are they too tech heavy and too reliant on the fortunes of the US? Joining Kyle to give his views on the topic is Dean Cook, a multi-asset fund manager at Aviva Investors.

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.

How to approach periods of stock market weakness

interactive investor — Thu, 29 May 2025 02:00:00 +0100

In this episode, the focus is on the UK stock market. We examine the sharp sell-off that occurred in early April in response to US tariff uncertainty, and then consider the outlook ahead. Joining Kyle this week is value investor Alex Savvides, manager of the Jupiter UK Dynamic Equity fund. Alex joined Jupiter last October, having previously managed a value fund at JO Hambro for just over two decades.

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.

Where next for tech shares following the tariff turmoil?

interactive investor — Thu, 22 May 2025 02:00:00 +0100

Kyle is joined by Mike Seidenberg, who specialises in technology shares and manages Allianz Technology Trust. The episode focuses on how Mike has approached the uptick in volatility for tech shares in 2025 as tariff uncertainty spooked the sector. Mike explains that during the sell-off he bought two Chinese companies to increase the portfolio’s diversification, and runs through his latest thinking on key tech trends, including artificial intelligence (AI). He also shares his outlook for tech shares and views on long-term themes.

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.

The key trends a decade on from pension freedoms

interactive investor — Thu, 15 May 2025 02:00:00 +0100

Having recently passed the first 10 years of pension freedoms, Kyle is joined by friend of the pod Craig Rickman to discuss how pension savers have been taking advantage. The duo explain how income drawdown, where you remain invested and take money out whenever you please, has become the retirement income strategy of choice. Craig also talks through pension withdrawal rates, and also covered the 4% rule and benefits of taking the natural yield from a portfolio.

Kyle is funds and investment education editor at ii, and Craig is ii’s personal finance editor.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Gold’s in a bull market - will it last?

interactive investor — Thu, 08 May 2025 02:00:00 +0100

For this week’s episode, the focus is on gold, an asset that’s been performing very well over the past 18 months or so. Kyle is joined by Georges Lequime, a fund manager at Amati Global Investors, to discuss the pros and cons of owning gold, why the precious metal’s been in a rich vein of form, whether gold’s in a bubble, and the outlook for the commodity.

Kyle Caldwell is Funds and Investment Education Editor at interactive investor.

Georges Lequime is fund manager of WS Amati Strategic Metals fund.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Investment lessons learnt during stock market volatility

interactive investor — Thu, 01 May 2025 02:00:00 +0100

Stock markets have experienced an uptick in volatility over the past couple of months amid uncertainty over US President Donald Trump’s tariff policies. In this episode, Kyle is joined by Craig Rickman to discuss the lessons investors can learn from the stock market sell-off. Kyle also crunches the numbers to see how different types of funds have fared since stock markets started their descent, with the data showing the power of diversification.

The episode mentions a recent webinar that took place in which interactive investor experts answered questions from customers regarding the sell-off. For those who missed it, you can watch the webinar here: Investing through the storm: Q&A with ii experts on market volatility

Kyle is funds and investment education editor at ii, and Craig is ii’s personal finance editor.

Investing through the storm: Q&A with ii experts on market volatility

interactive investor experts answer your questions on how to invest with confidence amid the noise.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

What are active ETFs and should you invest in them?

interactive investor — Thu, 24 Apr 2025 02:00:00 +0100

In this week's On The Money podcast, interactive investor’s Sam Benstead discusses how active exchange-traded funds (ETFs) work with HANetf head of research Tom Bailey. They cover how active ETFs accurately track their underlying positions, why this type of investment product is becoming more popular, and the advantages and disadvantages of active ETFs compared with investment trusts and open-ended funds.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Why ISA reform is on the cards

interactive investor — Thu, 10 Apr 2025 02:00:00 +0100

With Kyle away, Sam Benstead is back in the chair to host the latest On The Money podcast, which is focused on speculation the government may make changes to the Cash ISA allowance. To examine the topic, Sam is joined by Craig Rickman, personal finance editor. The duo discuss whether this will turn more savers into investors, and how they would change ISAs to make them simpler.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Is it still worth investing in American stocks?

interactive investor — Thu, 03 Apr 2025 02:00:00 +0100

Sam Benstead is joined by Felix Wintle, manager of the Tyndall North American fund, to discuss the outlook for American shares.

With American shares briefly “correcting” 10% this year, they speak about a range of themes, including the trade war, valuations, opportunities in tech and AI, as well as the economic outlook for America.

Wintle shares his best investment ideas, and explains why he avoids all the Magnificent Seven bar one company.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

How to invest like an ISA millionaire

interactive investor — Thu, 27 Mar 2025 02:00:00 +0000

Kyle is joined by Myron Jobson, senior personal finance analyst at interactive investor, to discuss ISA millionaires.

They cover the number of ISA millionaires on the ii platform and how they invest, as well as their journeys to reach the magic seven-figure portfolio. Listen for tips on how you could reach the milestone yourself.

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.

Why this top-performing stock market has fallen out of form

interactive investor — Thu, 20 Mar 2025 02:00:00 +0000

Today’s episode looks at the prospects for investing in India, which has been a top-performing stock market over the past decade, and performed particularly very well following the Covid-19 pandemic. However, returns have cooled lately, with the average India fund down around -17.4% over the past three months, and down -15.8% over the past six months.

To find out why this sell-off occurred, Sam Benstead recently interviewed Hiren Dasani, lead manager of the Goldman Sachs India Equity fund, which was added to interactive investor’s Super 60 list of investment ideas earlier this year.

The interview also covers whether India’s stock market trading on a higher valuation than other emerging markets is justified, whether Donald Trump’s tariffs are a headwind for India, and Hiren makes the case for active fund management as opposed to investors owning the market through an index fund or exchange-traded fund (ETF).

ii Super 60 investment Portfolio Ideas - ii

ii Super 60 is a range of funds, investment trusts, and ETFs that our team have handpicked as quality options for a your investing goals.

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.

Three ways to generate £10,000 of income

interactive investor — Thu, 13 Mar 2025 02:00:00 +0000

Kyle is joined by Lee Wild, head of equity strategy, to discuss three hypothetical portfolios intended to provide food for thought as part of income investors’ wider research. Kyle and Lee explain how they’ve structured each portfolio and run through the respective line-ups that aim to generate £10,000 of income in 2025.

To read the £10,000 portfolio articles, follow the links below:

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.

ISA ideas: most-popular funds, trends and overlooked areas

interactive investor — Thu, 06 Mar 2025 02:00:00 +0000

This week Kyle’s joined by friend of the pod Sam Benstead to explain why certain funds are consistently popular with investors. The duo also discuss trends, including investors looking to increase diversification within the US stock market. Kyle and Sam also examine three overlooked areas carrying cheap price tags and share some fund ideas.

Sam is fixed income lead at interactive investor and, alongside Kyle, regularly interviews fund managers. Kyle Caldwell is funds and investment education editor at ii.

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.

Investment trust discounts: problem or opportunity for investors?

interactive investor — Thu, 27 Feb 2025 02:00:00 +0000

Activist investor Saba Capital has put investment trust discounts in the spotlight. In its view, discounts can leave investors trapped. In this episode, we take a deep dive into discounts, examining whether they are a problem or opportunity for investors. Joining Kyle to discuss this topic is Charlotte Cuthbertson, co-manager of MIGO Opportunities Trust, which specialises in hunting for investment trust bargains.

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.

Do portfolios need to be built differently?

interactive investor — Thu, 20 Feb 2025 02:00:00 +0000

This episode looks at the investment implications of inflation being more volatile and uncertain over the next decade. According to our guest, Tom Hibbert, multi-asset strategist at Canaccord Genuity Wealth Management, such a backdrop would make it more challenging for 60/40 portfolios (60% in shares and 40% in bonds) to deliver a good return. The renowned 60/40 investment strategy has served investors well over the past couple of decades except in 2022. Hibbert covers what investors should consider in terms of asset allocation on a 10-year view.

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.

Q&A episode: tackling your pension and investment questions

interactive investor — Thu, 13 Feb 2025 02:00:00 +0000

This week Kyle is joined by Craig Rickman, personal finance editor at interactive investor, to answer a range of listeners’ pension and investment questions. The subjects covered include inheritance tax changes to pensions, whether the pension landscape will change following the appointment of a new pensions minister, defensive funds that aim to protect capital, reducing concentration risk when investing in the US stock market, and the role of investment trust boards.

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.

Three big factors that influence financial markets

interactive investor — Thu, 06 Feb 2025 02:00:00 +0000

This week’s episode focuses on the big picture, explaining how the macroeconomic backdrop influences how financial markets perform. To discuss the impact of interest rates, inflation and fiscal policies on stocks and bonds, our guest is Michael Browne, chief investment officer at Martin Currie.

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.

China: opportunities, risks, and Trump’s tariff threats

interactive investor — Thu, 30 Jan 2025 02:00:00 +0000

In this episode the focus is on China, including what the threat of tariffs following Donald Trump’s return to the White House means for Chinese companies and the stock market. To discuss this topic and highlight the opportunities and risks that come with investing in the country, Kyle is joined by Dale Nicholls, manager of Fidelity China Special Situations, an investment trust.

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.

Why one US activist is taking aim at the investment trust industry

interactive investor — Thu, 23 Jan 2025 09:53:59 +0000

This episode takes a deep dive into news that US activist investor Saba Capital is attempting to oust the boards of seven investment trusts in which it is the largest shareholder. In addition, it wants to introduce two new directors that it has chosen. Kyle is joined by Sam Benstead to discuss both sides of the argument, looking at why Saba is calling for change, and how the investment trust boards have responded. The episode also explains how interactive investor customers can cast their votes on Saba’s proposals ahead of the general meetings, most of which are taking place in early February.

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.

How to get your personal finances in shape in 2025

interactive investor — Thu, 16 Jan 2025 02:00:00 +0000

The start of a year is a good time to consider setting some financial goals. Kyle is joined by Craig Rickman, personal finance editor at interactive investor, to run through practical pointers related to pensions and investments.

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.

Seven key things for investors to watch in 2025

interactive investor — Thu, 09 Jan 2025 02:00:00 +0000

In our first episode of 2025, Kyle is joined by Richard Hunter, head of markets at interactive investor, to discuss key drivers for stock markets in the year ahead.

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.

How 2024’s investment predictions fared

interactive investor — Thu, 19 Dec 2024 02:00:00 +0000

In our last episode of 2024, Kyle is joined by Richard Hunter, head of markets at interactive investor, to reflect on investment predictions made at the start of the year. Topics discussed include M&A, artificial intelligence and the “Magnificent Seven”, the UK market, recession, inflation, and yields.

The recording took place on 9 December 2024.

We wish all our listeners a wonderful festive period. If you would like us to focus on a particular topic or have an investment question you’d like to see answered in a future episode, please email us at: OTM@ii.co.uk

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.

How this fund attempts to capitalise on AI winners

interactive investor — Thu, 12 Dec 2024 02:00:00 +0000

This episode takes a deep dive into the artificial intelligence (AI) theme. To discuss the topic, Kyle is joined by Chris Ford, manager of the Sanlam Global Artificial Intelligence fund. Ford explains how the theme has broadened since the fund launched in 2017, how he picks potential AI winners, and why he has four of the so-called Magnificent Seven among the top 10 holdings: Nvidia, Microsoft, Amazon and Alphabet. Ford also makes the case for active management versus gaining exposure to AI via an index fund or ETF.

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.

What this region offers investors looking beyond Magnificent Seven

interactive investor — Thu, 05 Dec 2024 02:00:00 +0000

Since the start of 2023, global stock market returns have been heavily influenced by a small number of US technology companies, the so-called Magnificent Seven. However, there are plenty of opportunities for investors to consider both in and outside the technology sector. Joining Kyle to discuss the case for Europe, and to explain how investing in Europe can give investors exposure to technology trends is Daniel Avigad, a fund manager at Lansdowne Partners.

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.

Changes to inheritance tax on pensions explained

interactive investor — Thu, 28 Nov 2024 02:00:00 +0000

This episode focuses on Chancellor Rachel Reeves’ decision, announced in the Autumn Budget, to scrap the inheritance tax (IHT) exemption on unspent pensions from April 2027. Kyle is joined by Craig Rickman, personal finance editor at interactive investor, to unpick what it means for those looking to pass on wealth.

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.

How can retail investors trust private equity valuations?

interactive investor — Thu, 21 Nov 2024 02:00:00 +0000

Over the long term, some private equity investment trusts have delivered a strong performance, but in the short term it's been more challenging owing to interest rate rises. This has led to some uncertainty over the underlying valuations of assets held in private equity trusts. To address the concerns that some investors have, Kyle speaks to Steven Tredget of Oakley Capital Investments, a private equity investment trust.

The performance figures cited were the latest available at the time the interview took place last month.

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.

What the US election result means for investors

interactive investor — Thu, 14 Nov 2024 02:00:00 +0000

In this episode Kyle is joined by Richard Hunter, head of markets at interactive investor, to discuss what the US election result means for investors. The duo explain how stock markets and bonds initially reacted, and name key sectors to watch. Kyle also explains how investors can reduce concentration risk given that the ‘Magnificent Seven’ now account for around a third of the S&P 500 index.

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.

What this alternative asset class adds to a portfolio

interactive investor — Thu, 07 Nov 2024 02:00:00 +0000

In this episode, we focus on infrastructure, an asset class that behaves differently to shares and bonds. Joining Kyle to explain what this investment area can add to a portfolio is Donal Reynolds, manager of abrdn Global Infrastructure Equity. He points out that infrastructure offers inflation protection, explains why lower interest rates act as a tailwind, and runs through three long-term trends he’s investing in.

The fund mentioned in this episode is https://www.ii.co.uk/investment-trusts/abrdn-global-infrastructure-income-fund/NYSE:ASGI

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.

Budget 2024: what it means for pensions and investments

interactive investor — Thu, 31 Oct 2024 10:11:12 +0000

Kyle is joined by friend of the pod Craig Rickman, personal finance editor at interactive investor, to examine key announcements in the Labour Party’s first Budget in 14 years. The duo discuss how the measures could affect your personal finances.

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.

Are takeovers good or bad for shareholders?

interactive investor — Thu, 24 Oct 2024 02:00:00 +0100

In this episode, on the back of a pick-up in takeover activity, we discuss the good, the bad and the ugly in stock market acquisitions. Joining Kyle to discuss the topic is Ken Wotton, who manages various funds, including Strategic Equity Capital investment trust and funds for Gresham House. Wotton explains how he approaches takeover offers for the stocks he owns, and identifies key ingredients of a successful takeover for shareholders.

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.

How and why Alliance Trust and Witan have joined forces

interactive investor — Thu, 17 Oct 2024 02:00:00 +0100

Kyle finds out the reasons for the largest-ever investment trust merger involving Alliance Trust and Witan, which have combined to form Alliance Witan. Joining Kyle to explain how the two trust portfolios will be blended is Craig Baker, global chief investment officer at Willis Towers Watson, the investment manager for Alliance Trust.

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.

How rule change could hurt one area of the stock market

interactive investor — Thu, 10 Oct 2024 02:00:00 +0100

Kyle is joined by friend of the pod Sam Benstead to discuss speculation that the inheritance tax (IHT) break that most AIM stocks qualify for could be removed in this month’s Budget. The duo explain how the removal of the IHT sweetener would likely cause a sizeable sell-off for shares listed on the junior exchange, and discuss the funds that heavily invest in AIM stocks.

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.

Is this a smarter way to invest in stock markets?

interactive investor — Thu, 03 Oct 2024 02:00:00 +0100

This week, Kyle talks to Rob Arnott, founder of Research Affiliates, about a new way of owning the market passively by backing underdog stocks that have been kicked out of big indices, such as the S&P 500. The duo discuss the potential flaws in how most index funds and ETFs track the market, and Arnott gives his views on whether valuations have become too extreme for US technology stocks.

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.

Why stock markets are caught in a tug of war

interactive investor — Thu, 26 Sep 2024 02:00:00 +0100

In our latest episode, we offer an overview of the macroeconomic picture, highlighting reasons for investors to be cheerful and fearful. Joining Kyle to explain why he expects the next 12 months to be a tug of war for markets is Sunil Krishnan, head of multi-asset funds at Aviva Investors. Topics discussed include inflation, interest rates, gold, and the US election.

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.

100th episode special: the Terry Smith interview

interactive investor — Thu, 19 Sep 2024 02:00:00 +0100

To mark our 100th episode Kyle interviewed Terry Smith, manager of Fundsmith Equity. Among the topics discussed are whether it has become harder for active funds to outperform the index due to the strong performance of the ‘Magnificent Seven’ tech stocks. Terry also runs through the rationales behind the two stocks he has bought this year. He explains why Diageo was recently sold, and why he hasn’t bought Nvidia. Kyle also asks Terry for his view on the UK stock market, and to explain why he thinks “no one should invest in equities for income”.

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.

How the October Budget could impact your personal finances

interactive investor — Thu, 12 Sep 2024 02:00:00 +0100

In the run-up to a Budget there’s always plenty of speculation about potential changes to the tax system. But ahead of the first Budget from a new government on 30 October, rumours have been running wild after Chancellor Rachel Reeves revealed a £22 billion black hole in the public finances. Joining Kyle to discuss the taxes Labour may target and how your personal finances could be impacted is friend of the pod Craig Rickman, interactive investor’s personal finance editor.

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.

Will these new fund labels help investors?

interactive investor — Thu, 05 Sep 2024 02:00:00 +0100

One of the challenges facing fund investors is the huge amount of choice. For those looking for a fund that invests in sustainable stocks, there is the added complication of various approaches. To make it easier to narrow down the choice, four new fund labels have been introduced for investors who are seeking to align their portfolios with their values. To find out about these new labels and how they can help investors, Kyle is joined by Miranda Seath, director, market insight and fund sectors, at the Investment Association.

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.

Q&A episode: tackling what you asked about funds, shares and ETFs

interactive investor — Thu, 29 Aug 2024 02:00:00 +0100

In our latest Q&A episode, Kyle tackles questions related to funds and ETFs, while Lee Wild, head of equity strategy at interactive investor, joins him to respond to enquiries related to the stock market.

For those who would like to go straight to certain parts of the episode, we have listed the questions below and added timestamps.

As ever, the answers given in such episodes are not personal recommendations to buy and sell any financial instrument or product, or to adopt any investment strategy.

Join the conversation by emailing us at OTM@ii.co.uk. Ask a question, tell us what you would like us to talk about, or simply share your views.

0:00 - Intro
1:27 - Why do funds not flag their tobacco holdings up front?
3:53 - Could you explain the structure of ETFs and the key terms investors need to know?
9:55 - When researching index funds or ETFs how can I figure out which ones are best?
13:04 - Which types of funds would potentially complement Vanguard LifeStrategy 60% Equity?
15:00 - Which UK smaller company shares are proving most popular with interactive investor customers?
17:59 - What is a rights issue and why do companies have them?
19:47 - Could you explain the key terms for investors for AGM votes?

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.

The investment trust bargains this pro is backing

interactive investor — Thu, 22 Aug 2024 02:00:00 +0100

For investors who like to hunt for a bargain, discounts are wide across the investment trust universe. But, with no shortage of options, how can investors narrow down the choice? Kyle is joined by Peter Hewitt, a fund manager who specialises in buying investment trusts. Hewitt, who oversees the CT Global Managed Portfolio Trust, explains that he’s focusing on three main areas to take advantage of investment trust bargains.

Investment trusts discussed in the podcast include JPMorgan UK Small Cap Growth & Income, Mercantile, Henderson Smaller Companies, Aberforth Smaller Companies, TR Property, Edinburgh Worldwide, Scottish Mortgage, and Monks.

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.

The reasons behind the stock market sell-off

interactive investor — Thu, 15 Aug 2024 02:00:00 +0100

When the stock market makes the front pages of the broadsheets, which happened last week, it can lead people to panic. But, as history shows, declines are part of the normal ups and downs of investing and stock markets occasionally depart from their long-term upward trajectory. In this episode, Kyle is joined by Richard Hunter, head of markets at interactive investor, to unpick the reasons behind the stock market sell-off, and to explain why investors should keep calm and carry on during times of turbulence.

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.

The case for keeping things simple by being a sloth investor

interactive investor — Thu, 08 Aug 2024 02:00:00 +0100

In this episode, Kyle speaks to Roy Stevens, who has recently released a personal finance book ‘The Sloth Investor’. Kyle asks Roy to explain why he views the sloth as the most suitable animal to characterise the world of investing and why he advocates ‘owning the world’ through passive funds, either index funds or exchange-traded funds (ETFs).

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.

How interest rate cuts impact the bond market

interactive investor — Thu, 01 Aug 2024 02:00:00 +0100

The focus for this episode is on how interest rate cuts affect the bond market. Typically, cuts cause bond prices to rise and bond yields to fall. Joining Kyle to offer his expert insight is Brett Pybus, global co-head of iShares Fixed Income ETFs at BlackRock.

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.

What the Olympics and investing have in common

interactive investor — Thu, 25 Jul 2024 02:00:00 +0100

The 2024 Paris Olympics is taking place over the next few weeks. For investors, certain parallels can be drawn between the thousands of athletes going for gold and investing.

To discuss what investing and the Olympics have in common, as well as giving his views on the stock market outlook for the host nation, is Oliver Collin, co-head of European equities at Invesco.

This interview took place on 1 July, prior to France’s second-round election results.

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.

Is it time to buy this cheap major stock market?

interactive investor — Thu, 18 Jul 2024 02:00:00 +0100

In this episode we focus on the investment prospects for China, a major stock market that’s had a tough couple of years. Making the case that now is a good time to take a closer look at the cheap valuations on offer in the region is Xiaolin Chen, head of international at KraneShares, a provider of exchange-traded funds (ETFs).

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.

Second quarter of 2024: key investment trends and why they matter

interactive investor — Thu, 11 Jul 2024 02:00:00 +0100

Kyle 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/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Where to find value in UK market after recent rally

interactive investor — Thu, 04 Jul 2024 02:00:00 +0100

On 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, Experian, Rentokil. RS Group, Safestore, Sage, AstraZeneca and SSE.

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.

Drawdown dilemmas: how to pay yourself at retirement

interactive investor — Thu, 27 Jun 2024 02:00:00 +0100

Kyle 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-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Will Scottish Mortgage, Terry Smith and Nick Train return to form?

interactive investor — Thu, 20 Jun 2024 02:00:00 +0100

Our 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 turnaround.

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.

Why this investment trust sector’s a standout bargain

interactive investor — Thu, 13 Jun 2024 02:00:00 +0100

Since 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 Strategic (LSE: RKW), Aberforth Smaller Companies (LSE: ASL), Mercantile (LSE: MRC), Schroder UK Mid Cap (LSE: SCP) and JPMorgan UK Small Cap Growth & Income (JUGI).

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.

What the general election means for your personal finances

interactive investor — Thu, 06 Jun 2024 02:00:00 +0100

In 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.

Why India's stock market is booming: opportunities and risks

interactive investor — Thu, 30 May 2024 02:00:00 +0100

In 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 Fund.

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.

How to avoid two of the most common investing errors

interactive investor — Thu, 23 May 2024 02:00:00 +0100

Kyle 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. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

How money market funds work, and earning 5% income

interactive investor — Thu, 16 May 2024 02:00:00 +0100

Since 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/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Is this stock market theme a big opportunity or a bubble?

interactive investor — Thu, 09 May 2024 02:00:00 +0100

A 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. Ailsa also names themes she’s favouring in biotech and explains why she’s optimistic the sector will bounce back from its worst-ever bear 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.

Eight of your investment questions answered

interactive investor — Thu, 02 May 2024 02:00:00 +0100

This 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 OTM@ii.co.uk

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.

The career risk of not owning the ‘Magnificent Seven’

interactive investor — Thu, 25 Apr 2024 02:00:00 +0100

The 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 stock market is shooting the lights out.

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.

The investment outselling US tech and Fundsmith Equity

interactive investor — Thu, 18 Apr 2024 02:00:00 +0100

While 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 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.

First quarter of 2024: key investment trends and why they matter

interactive investor — Thu, 11 Apr 2024 02:00:00 +0100

Kyle 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-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Growth vs income: why the tide could be turning

interactive investor — Thu, 04 Apr 2024 02:00:00 +0100

Since 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, healthcare and utilities.

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.

Does the political risk of investing in China outweigh the rewards?

interactive investor — Thu, 28 Mar 2024 02:00:00 +0000

Going 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) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Is this investment trust area a value trap or a buy for the brave?

interactive investor — Thu, 21 Mar 2024 02:00:00 +0000

Tax 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 end of 2021. Kyle asks Sachin whether there are now opportunities for investors, or whether the big discounts on offer are a potential value trap.

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.

The reasons to sell a fund and how to judge performance

interactive investor — Tue, 19 Mar 2024 02:00:00 +0000

In 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 more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

How will the new ‘British ISA’ work in practice?

interactive investor — Thu, 14 Mar 2024 02:00:00 +0000

A 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. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

How many funds to hold and what to consider when building a portfolio

interactive investor — Tue, 12 Mar 2024 02:00:00 +0000

In 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 and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Bulls versus bears: reasons to be cheerful and fearful

interactive investor — Thu, 07 Mar 2024 02:00:00 +0000

Kyle 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, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

How to narrow down the huge amount of fund choice

interactive investor — Tue, 05 Mar 2024 02:00:00 +0000

In 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 Investment Podcast – which is well worth checking out.

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.

What you can learn from how ISA millionaires made their fortunes

interactive investor — Thu, 29 Feb 2024 02:00:00 +0000

With 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 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.

What I’ve learnt in 30 years as a fund manager

interactive investor — Tue, 27 Feb 2024 02:00:00 +0000

In 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 tell his younger self.

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.

This is what needs to happen for UK smaller company shares to bounce back

interactive investor — Thu, 22 Feb 2024 02:00:00 +0000

This 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-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Shares, funds and investment trusts for £10,000 income in 2024

interactive investor — Thu, 15 Feb 2024 02:00:00 +0000

Kyle 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:

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.

Does tech dominance make S&P 500 tougher to beat?

interactive investor — Thu, 08 Feb 2024 02:00:00 +0000

In 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.

He also runs through the four “Magnificent Seven” stocks that he owns; Nvidia, Amazon, Tesla and Meta Platforms. The latter, formerly called Facebook, was a recent purchase.

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.

How private investors are topping the performance charts

interactive investor — Thu, 01 Feb 2024 02:00:00 +0000

Kyle 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 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.

How to find winning stocks during a cost-of-living crisis

interactive investor — Thu, 25 Jan 2024 02:00:00 +0000

Over 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 of inflation slowed, and in anticipation of interest rates cut over the next year.

Stocks mentioned in the podcast include: B&M European Value Retail, Whitbread, Diageo, Tesco, Coca-Cola Hellenic and Britvic.

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.

Why this emerging market pro prefers India to China

interactive investor — Thu, 18 Jan 2024 02:00:00 +0000

On 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 investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Dates for your diary: the big changes to personal finances in 2024

interactive investor — Thu, 11 Jan 2024 02:00:00 +0000

Kyle 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 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.

Where ii's CEO looks for investing inspiration

interactive investor — Tue, 09 Jan 2024 02:00:00 +0000

Richard 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.

This is On The Money

interactive investor — Mon, 08 Jan 2024 02:00:00 +0000

On 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 your thoughts and ideas for what you’d like us to talk about to OTM@ii.co.uk.
For more investment ideas and insight, visit ii.co.uk.

Important information:
On The Money is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Eight key things for investors to watch in 2024

interactive investor — Thu, 04 Jan 2024 02:00:00 +0000

In 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 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.

How 2023’s investment predictions fared

interactive investor — Thu, 21 Dec 2023 02:00:00 +0000

In 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: OTM@ii.co.uk.

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.

Top 10 most-popular funds and trusts: how they’ve changed in 2023

interactive investor — Thu, 14 Dec 2023 02:00:00 +0000

On 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 more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

How to buy a football club

interactive investor — Tue, 12 Dec 2023 02:00:00 +0000

In 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 mackerel".

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Four big investment trust themes to keep an eye on

interactive investor — Thu, 07 Dec 2023 02:00:00 +0000

Jonathan 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 investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Why 2023’s biggest stock market story has staying power

interactive investor — Thu, 30 Nov 2023 02:00:00 +0000

Arguably 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 among his largest holdings, points out that there will only be a handful of big winners from the AI trend. He also explains why he has this year on two occasions been forced to take some profits from Nvidia, reveals he is revisiting buying back into Meta Platforms, and gives his outlook for global equites in 2024.

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.

The winners and losers from Autumn Statement 2023

interactive investor — Tue, 28 Nov 2023 02:00:00 +0000

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, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Investing in themes: the opportunities and pitfalls

interactive investor — Thu, 23 Nov 2023 02:00:00 +0000

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 satellite holdings.

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.

Are these the UK growth companies of tomorrow?

interactive investor — Tue, 21 Nov 2023 02:00:00 +0000

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.

Why the storm will end for this specialist sector

interactive investor — Thu, 16 Nov 2023 02:00:00 +0000

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 RTW Biotech Opportunities.

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.

How ISAs may be given a makeover

interactive investor — Thu, 09 Nov 2023 02:00:00 +0000

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 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.

Five fund trends catching our eye

interactive investor — Thu, 02 Nov 2023 02:00:00 +0000

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 and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Why investment trusts are caught up in a storm

interactive investor — Thu, 26 Oct 2023 02:00:00 +0100

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 investment trusts he is favouring.

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.

Can unloved UK capital markets woo investors once again?

interactive investor — Tue, 24 Oct 2023 02:00:00 +0100

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.

When is it time to sell a fund, investment trust or share?

interactive investor — Thu, 19 Oct 2023 02:00:00 +0100

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.

Kyle Caldwell is Collectives Editor at interactive investor.

Is the UK stock market still worth investing in?

interactive investor — Thu, 12 Oct 2023 02:00:00 +0100

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 market is still worth investing in? In this episode Kyle is joined by Richard Hunter, head of markets at interactive investor, to tackle this topic.

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.

When will this long-term winning trend return to form?

interactive investor — Thu, 05 Oct 2023 02:00:00 +0100

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.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

50th episode special: tips and lessons from one of our listeners

interactive investor — Thu, 28 Sep 2023 02:00:00 +0100

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 & Income, Mercantile, Murray International, Schroders Oriental, International Public Partnership and Hipgnosis Songs Fund.

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.

What the delayed recession means for investors

interactive investor — Thu, 21 Sep 2023 02:00:00 +0100

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.

Kyle Caldwell is Collectives Editor at interactive investor.

Is this popular way to invest still fit for purpose?

interactive investor — Thu, 14 Sep 2023 02:00:00 +0100

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/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Overpaying the mortgage versus pension boost

interactive investor — Thu, 07 Sep 2023 03:00:00 +0100

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.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

How the fund industry could better serve DIY investors

interactive investor — Thu, 31 Aug 2023 02:00:00 +0100

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.

Four years on from starting to invest: what I’ve learnt along the way

interactive investor — Thu, 24 Aug 2023 02:00:00 +0100

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 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.

Cash vs investing: there’s only one winner over the long term

interactive investor — Thu, 17 Aug 2023 02:00:00 +0100

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 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.

How to find the real investment trust bargains

interactive investor — Thu, 10 Aug 2023 02:00:00 +0100

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, visit https://www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Hunting for the best value opportunities among ‘cheap’ UK shares

interactive investor — Thu, 03 Aug 2023 02:00:00 +0100

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 interactive investor.

Why this region is in a sweet spot of performance

interactive investor — Thu, 27 Jul 2023 02:00:00 +0100

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 of the Martin Currie Global Portfolio Trust, which has half of its assets in Europe.

Past performance is not a guide to future performance.

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 only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are in any doubt about the suitability of a Stocks & Shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of these products, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

What you need to know about pension fund reforms

interactive investor — Thu, 20 Jul 2023 02:00:00 +0100

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 Collectives Editor at interactive investor.

Why ‘get rich slow’ dividend investing is back in fashion

interactive investor — Thu, 13 Jul 2023 02:00:00 +0100

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-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Why bonds are back and how you can invest in them

interactive investor — Thu, 06 Jul 2023 02:00:00 +0100

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.

The key trends impacting your investments so far in 2023

interactive investor — Thu, 29 Jun 2023 02:00:00 +0100

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.

Why these investment trust discounts are too cheap to ignore

interactive investor — Thu, 22 Jun 2023 02:00:00 +0100

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 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.

How to separate fund manager luck from skill

interactive investor — Thu, 15 Jun 2023 02:00:00 +0100

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-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Why you may already be profiting from AI

interactive investor — Thu, 08 Jun 2023 02:00:00 +0100

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 https://www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Why there’s plenty of life in these dinosaur stocks

interactive investor — Thu, 01 Jun 2023 02:00:00 +0100

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 good addition to 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 interactive investor.

The investment boom you could profit from

interactive investor — Thu, 25 May 2023 02:00:00 +0100

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 and ideas, visit https://www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Your questions answered #3

interactive investor — Thu, 18 May 2023 02:00:00 +0100

As 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 tackle these topics plus LISAs and Scottish Mortgage.

Join the conversation by emailing us at OTM@ii.co.uk. 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 Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Are you investing in the most-popular funds and trusts?

interactive investor — Thu, 11 May 2023 02:00:00 +0100

Want 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.

What I wish I knew when I bought my first fund

interactive investor — Thu, 04 May 2023 02:00:00 +0100

Damien 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.

Investigating Wirecard and other financial scandals

interactive investor — Mon, 01 May 2023 02:00:00 +0100

As 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 backlash, and the impact their work has had on the culture of investigative reporting.

You can also watch this interview on the ii YouTube channel.

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 only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Is interest rate pain over for tech shares?

interactive investor — Thu, 27 Apr 2023 02:00:00 +0100

Mike 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 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.

Scottish Mortgage: should you hold, fold or be bold?

interactive investor — Thu, 20 Apr 2023 02:00:00 +0100

We'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.

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.

UK income vs global income: which is best for your portfolio?

interactive investor — Thu, 13 Apr 2023 02:00:00 +0100

Investors 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 Editor at interactive investor.

Early bird ISA investor ideas (including where the pros find value)

interactive investor — Thu, 06 Apr 2023 02:00:00 +0100

April 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 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 only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. If you are in any doubt about the suitability of a Stocks & Shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of these products, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Banking turmoil explained: why we're in a mini crisis and not another global crash

interactive investor — Thu, 30 Mar 2023 02:00:00 +0100

Amid 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.

Pension stealth tax axed... but here’s how fiscal drag is hitting your pocket

interactive investor — Thu, 23 Mar 2023 02:00:00 +0000

Chancellor 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-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Bonus episode: Nick Train on why UK should remain in your portfolio

interactive investor — Tue, 21 Mar 2023 02:00:00 +0000

One 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 research, active vs passive strategies, and what gets him out of bed in the morning after four decades of investing.

You can also watch this interview on the ii YouTube channel.

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 only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How to avoid painful investing pitfalls

interactive investor — Thu, 16 Mar 2023 02:00:00 +0000

Can 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 value in the hope it will recover.

Books mentioned in this episode:
Nudge by Richard Thaler

Influence: The Psychology Of Persuasion by Robert Cialdini

Pre-suasion by Robert Cialdini

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 only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The tips and tricks you can learn from ISA millionaires

interactive investor — Thu, 09 Mar 2023 09:42:56 +0000

Kyle 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 investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The hidden costs of the single life

interactive investor — Thu, 02 Mar 2023 02:00:00 +0000

What 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/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Your questions answered #2

interactive investor — Thu, 23 Feb 2023 02:00:00 +0000

Should 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.

Read more on the capital gains and inheritance double-tax trap (and how to avoid a big bill): https://www.ii.co.uk/analysis-commentary/tax-trap-understand-these-rules-and-avoid-massive-tax-bill-ii526073

Join the conversation by emailing us at OTM@ii.co.uk. 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 Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The case for passive investing: is it right for you?

interactive investor — Thu, 16 Feb 2023 02:00:00 +0000

Authors 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 OTM@ii.co.uk. 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 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 only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Three ways to generate £10,000 income this year

interactive investor — Thu, 09 Feb 2023 02:00:00 +0000

As 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 OTM@ii.co.uk. 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 Caldwell is Collectives Editor and Lee Wild is Head of Equity Strategy at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How to protect your investments against inflation

interactive investor — Thu, 02 Feb 2023 02:00:00 +0000

Dividend 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 OTM@ii.co.uk. 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 Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Why investing in big tech could be a big mistake

interactive investor — Thu, 26 Jan 2023 02:00:00 +0000

Star 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 OTM@ii.co.uk. 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 Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Investment trust tips and tactics

interactive investor — Thu, 19 Jan 2023 02:00:00 +0000

Jonathan 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 OTM@ii.co.uk. Ask a question, tell us what you want us to talk about, or simply share your views.

The Investment Trusts Handbook 2023 is available through Harriman House at https://www.harriman-house.com/ithb2023

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 only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The investment trends to watch in 2023

interactive investor — Thu, 12 Jan 2023 02:00:00 +0000

Will 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 OTM@ii.co.uk. 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 Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The biggest investing lessons of 2022

interactive investor — Thu, 22 Dec 2022 02:00:00 +0000

Becky 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 OTM@ii.co.uk. 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 Caldwell is Collectives Editor at interactive investor. Becky O'Connor is an independent pensions and savings expert.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Breaking the silence on inheritance

interactive investor — Thu, 15 Dec 2022 02:00:00 +0000

It'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 OTM@ii.co.uk. 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 Caldwell is Collectives Editor at interactive investor. Becky O'Connor is an independent pensions and savings expert.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How to steer your investments through a recession

interactive investor — Thu, 08 Dec 2022 02:00:00 +0000

As 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 OTM@ii.co.uk. 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 Caldwell is Collectives Editor at interactive investor. Becky O'Connor is an independent pensions and savings expert.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Mistakes to avoid when investing for children

interactive investor — Thu, 01 Dec 2022 02:00:00 +0000

Would 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 OTM@ii.co.uk. 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 Caldwell is Collectives Editor at interactive investor. Becky O'Connor is an independent pensions and savings expert.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How to get the most out of Jeremy Hunt’s tax raid on investors

interactive investor — Thu, 24 Nov 2022 02:00:00 +0000

A 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 OTM@ii.co.uk. 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.

Becky O'Connor is an independent pensions and savings expert. Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Tips and tactics to help you build a portfolio

interactive investor — Thu, 17 Nov 2022 02:00:00 +0000

Becky 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 OTM@ii.co.uk. 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.

Becky O'Connor is an independent pensions and savings expert. Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Your questions answered

interactive investor — Thu, 10 Nov 2022 02:00:00 +0000

How 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 or by emailing us at OTM@ii.co.uk. 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.

Becky O'Connor is an independent pensions and savings expert. Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Will new fund rules prevent you from investing in ‘sin’ stocks?

interactive investor — Thu, 03 Nov 2022 02:00:00 +0000

Are 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 OTM@ii.co.uk. 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.

Becky O'Connor is an independent pensions and savings expert. Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Why investors are deserting funds but should not panic-sell

interactive investor — Thu, 27 Oct 2022 02:00:00 +0100

Investors 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 OTM@ii.co.uk. 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.

Becky O'Connor is Head of Pensions & Savings at ii. Kyle Caldwell is Collectives Editor. You can find out more about them at https://www.ii.co.uk/meet-the-ii-experts.

How you can steer through the pension crisis

interactive investor — Thu, 20 Oct 2022 02:00:00 +0100

It'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 OTM@ii.co.uk. 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.

Becky O'Connor is Head of Pensions & Savings at ii. Kyle Caldwell is Collectives Editor. You can find out more about them at https://www.ii.co.uk/meet-the-ii-experts.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Learn from the biggest investment mistakes

interactive investor — Thu, 13 Oct 2022 02:00:00 +0100

We’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 OTM@ii.co.uk. 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.

Becky O'Connor is Head of Pensions & Savings at ii. Kyle Caldwell is Collectives Editor. You can find out more about them at https://www.ii.co.uk/meet-the-ii-experts.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of a product, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How do rising interest rates affect your investments?

interactive investor — Thu, 06 Oct 2022 02:00:00 +0100

Interest 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 OTM@ii.co.uk. 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.

Becky O'Connor is Head of Pensions & Savings at ii. Kyle Caldwell is Collectives Editor. You can find out more about them at https://www.ii.co.uk/meet-the-ii-experts.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of a product, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: 10 fund buying tips, and why I left Baillie Gifford

interactive investor — Fri, 16 Sep 2022 09:08:52 +0100

In 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 boutique Crux a year ago from Baillie Gifford, where he managed the top-performing Baillie Gifford Pacific fund and Pacific Horizon investment trust. He talks about the benefits of leaving a big fund group for a small one, and why most investors misunderstand political risk when investing in China.

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
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Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: why fund size matters, and Fundsmith challenger interview

interactive investor — Fri, 02 Sep 2022 10:14:55 +0100

Kyle 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 to Fundsmith Equity – it invests in high-quality growth shares, has low turnover and is highly concentrated with fewer than 30 stocks. Sam and Gerrit discuss finding great companies, what a recession might mean for earnings of so-called quality companies, and why fund performance has been disappointing this year.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

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The Richard Hunter Interview: balancing risk and return in an exciting growth space

interactive investor — Thu, 25 Aug 2022 09:46:10 +0100

I'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.

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Twitter: twitter.com/ii_couk
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LinkedIn: www.linkedin.com/company/interactive-investor
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Risk warning:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: investment trust bargains, and top US investor interview

interactive investor — Fri, 19 Aug 2022 09:29:37 +0100

Kyle 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 interactive investor’s Super 60 list.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

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The Richard Hunter Interview: why the value rally will continue

interactive investor — Thu, 11 Aug 2022 02:00:00 +0100

I'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.

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Twitter: twitter.com/ii_couk
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Risk warning:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: Scottish Mortgage, bonds are back and China’s a buy

interactive investor — Fri, 05 Aug 2022 10:17:11 +0100

Kyle 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 increasing exposure to Chinese stocks.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

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The Richard Hunter Interview: how to stay insulated from rising interest rates

interactive investor — Thu, 28 Jul 2022 04:00:12 +0100

Richard 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 investing insight and ideas.

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Funds Fan: winners and losers so far in 2022, and why small-caps outperform

interactive investor — Fri, 22 Jul 2022 09:00:32 +0100

Kyle 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 Companies Trust. Among the topics discussed are the reasons why smaller companies tend to outperform larger companies over the long term – 10 years plus.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

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The Richard Hunter Interview: bargain-hunting in the post-pandemic ‘wild’

interactive investor — Tue, 12 Jul 2022 05:00:28 +0100

Richard 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.

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Funds Fan: Scottish Mortgage's private portfolio, commodities and why bonds are back

interactive investor — Fri, 08 Jul 2022 10:43:31 +0100

Sam 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, but the outlook for a mixed-asset strategy is now brighter, Sam and Richard argue.

Later in the podcast, Sam chats to Chris Korpan, who runs the JP Morgan Natural Resources fund. Investing in mining and oil stocks, it has had a great 2022 so far. However, its outlook is uncertain given falling commodity prices as investors weigh up the impact of a recession on raw material demand.

Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas.

This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: can you trust in trusts?

interactive investor — Tue, 28 Jun 2022 02:00:03 +0100

Jonathan 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 and ideas.

Follow us on social media: Twitter: twitter.com/ii_couk Facebook: www.facebook.com/weareii LinkedIn: www.linkedin.com/company/interactive-investor Instagram: www.instagram.com/interactive_investor

Funds Fan: meet the investor betting on a 1970s-style economic collapse

interactive investor — Fri, 24 Jun 2022 09:00:23 +0100

Kyle 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 make money in both rising and falling markets. Norris strongly believes that inflation will be high for the foreseeable future and that interest rates will keep rising.

Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas.

The Richard Hunter Interview: how to make a profit without investing in FAANG stocks

interactive investor — Tue, 14 Jun 2022 03:00:07 +0100

Zehrid 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.

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Funds Fan: dividend demand, bear market tips, and Mobius interview

interactive investor — Fri, 10 Jun 2022 09:00:24 +0100

Kyle 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 member of interactive investor’s Super 60 list.

Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas.

Alastair Humphreys: Adventurer on becoming a money geek and ‘living like a king’ on £100 a month

interactive investor — Wed, 01 Jun 2022 02:00:00 +0100

In 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 reflected in his approach to money matters? It has certainly helped being married to an accountant, with whom he has two children.

Among stories from his many adventures, he tells Gabby how he has become a self-confessed money geek after years of ignoring his finances, how he funded a four-year trip around the world with just £7,000, and how he managed to get a pizza delivered in the middle of Alaska.

Subscribe to the show for free to and listen to other episodes from this series and series one, which featured Richard Curtis, Rachel Riley and Anthony Scaramucci.

The ii Family Money Show is brought to you by interactive investor (ii).

This episode was recorded in March 2022 and is also available as a vodcast on the interactive investor YouTube channel.

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The Richard Hunter Interview: investing in tech stocks and comparisons to the dot-com bubble

interactive investor — Tue, 31 May 2022 02:00:00 +0100

This 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.

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Funds Fan: star fund manager bargain buys, and Smithson interview

interactive investor — Fri, 27 May 2022 09:00:10 +0100

In 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 markets at the moment, and reveals what Terry Smith, who founded the investment firm behind the trust, is telling colleagues about how to invest during difficult periods.

Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas.

Dame Jayne-Anne Gadhia: Former Virgin Money boss on Branson, banks and top investing tips

interactive investor — Thu, 26 May 2022 02:00:00 +0100

Dame 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 the Government’s Women in Finance Champion and was made a Dame in the 2019 Honours list. She met husband Ashok during freshers’ week at university and the couple have a daughter together.

Jayne-Anne reveals why her mum took charge of the family finances growing up, what life is like working for Sir Richard and why she’s always tried to make a positive difference when making big decisions at work.

Subscribe to the show for free to make sure you don’t miss next week’s episode, featuring adventurer Alastair Humphreys.

The ii Family Money Show is brought to you by interactive investor (ii).

This episode was recorded in April 2022 and is also available as a vodcast on the interactive investor YouTube channel.

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Andy Burnham: Mayor of Manchester on financial education in school and turbulence in the Treasury

interactive investor — Thu, 19 May 2022 02:00:09 +0100

Mayor 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. Described unofficially by some as the ‘King of the North’, the married dad-of-three has been a vocal advocate for the north of England, holding the government to account over its levelling-up agenda in particular.

He tells Gabby why financial education should form part of a “curriculum for life” in schools, how Labour’s defeat in the 1992 General Election motivated him to pursue a career in politics, and why his children go to their mum for money advice rather than him.

Subscribe to the show for free to make sure you don’t miss next week’s episode, featuring the former chief executive of Virgin Money, Dame Jayne-Anne Gadhia.

The ii Family Money Show is brought to you by interactive investor (ii).

This episode was recorded in April 2022 and is also available as a vodcast on the interactive investor YouTube channel.

Follow interactive investor:
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The Richard Hunter Interview: market makers and their role in investing

interactive investor — Tue, 17 May 2022 02:00:03 +0100

Richard 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.

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Funds Fan: the Scottish Mortgage interview

interactive investor — Fri, 13 May 2022 09:00:23 +0100

In 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 place in recent months, which has negatively hit the trust’s short-term performance. Burns also explains how the unlisted companies are valued, and provides views on Tesla, Amazon and Netflix.

Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas.

Sarah Willingham: Former Dragon on investing and letting her kids control the holiday budget

interactive investor — Thu, 12 May 2022 02:00:03 +0100

Sarah 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, built and then floated the nutraceutical company NutraHealth on the London Stock Exchange.

After starting a family, she then totally changed the way she worked, pulling back from managing her businesses day-to-day so she could achieve a better work-life balance and spend more time with her four children. Sarah tells Gabby about who gave her confidence early in her career, how she vowed to take a break from media commitments just hours before being offered a role on Dragons’ Den, and why she and her husband let their children control the daily budget on their family gap year.

Subscribe to the show for free to make sure you don’t miss next week’s episode, featuring the Mayor of Greater Manchester, Andy Burnham.

The ii Family Money Show is brought to you by interactive investor (ii).

This episode was recorded in February 2022 and is also available as a vodcast on the interactive investor YouTube channel.

Follow interactive investor:
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Black Girl Finance author: from debt to ‘finfluencer’

interactive investor — Tue, 10 May 2022 03:00:03 +0100

Selina 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 angel investor for Black Ballad, and more.

Enjoyed listening? Please like and subscribe for free to the ii Podcast.

Greg Jackson: Octopus Energy founder on being cut off and tackling the energy crisis

interactive investor — Thu, 05 May 2022 02:00:03 +0100

Greg 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 talks to Gabby about the current energy and cost-of-living crises, why he is investing in renewables, and how having the family home cut off as a youngster has inspired him in his working life.

Subscribe to the show for free to make sure you don’t miss next week’s episode, featuring entrepreneur and former Dragon’s Den star Sarah Willingham.

The ii Family Money Show is brought to you by interactive investor (ii).

This episode was recorded in March 2022 and is also available as a vodcast on the interactive investor YouTube channel.

Follow interactive investor:
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The Richard Hunter Interview: bargains are big in Japan

interactive investor — Tue, 03 May 2022 03:00:03 +0100

This 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 insight and ideas.

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Alastair Campbell: Political strategist on his financial fears and life inside Downing Street

interactive investor — Thu, 28 Apr 2022 02:00:01 +0100

Series 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 their three children, alongside writing and raising awareness about mental health issues, drawing on his own personal experiences to help others.

Among insight from his political career, he tells Gabby about his lifelong fear of financial insecurity, how he made a fortune busking round Europe, and the reason Fiona takes the money reins at home – and why he thinks Gordon Brown’s wife does the same.

Subscribe to the show for free to make sure you don’t miss next week’s episode, featuring Octopus Energy founder and CEO Greg Jackson.

The ii Family Money Show is brought to you by interactive investor (ii).

This episode was recorded in March 2022 and is also available as a vodcast on the interactive investor YouTube channel.

Follow interactive investor:
Twitter @ii_couk
Facebook /weareii
Instagram @interactive_investor

Follow Gabby:
Twitter @GabbyLogan
Instagram @gabbylogan

Funds Fan: recession tips, funds vs trusts, and Japan fund interview

interactive investor — Fri, 22 Apr 2022 09:19:20 +0100

In 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 Atherton, who manages the Man GLG Japan CoreAlpha fund, joins the show. The fund adopts a value-style investment approach and has therefore benefited from the recent market rotation.

Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas.

The Richard Hunter Interview: Guinness Global Equity Income and opportunities in tech

interactive investor — Tue, 19 Apr 2022 05:00:04 +0100

Richard is joined by Ian Mortimer, manager of Guinness Global Equity Income, to discuss the fund's objectives, holdings, and the impact of Covid on dividends. They also talk technology stocks and opportunities for dividends in this area.

Enjoyed listening? Please like and subscribe for free to the ii Podcast.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Follow us on social media:
Twitter: twitter.com/ii_couk
Facebook: www.facebook.com/weareii
LinkedIn: www.linkedin.com/company/interactive-investor
Instagram: www.instagram.com/interactive_investor

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority

Funds Fan: Scottish Mortgage, popular funds, and trust bargains

interactive investor — Fri, 08 Apr 2022 09:00:28 +0100

In the latest Funds Fan podcast, Kyle Caldwell and Sam Benstead discuss whether Scottish Mortgage’s unlisted investments are overvalued and examine the most-popular funds and trusts in March among interactive investor customers. The fund manager interview is with Wise Funds’ Vincent Ropers, who is a multi-asset investor. Ropers reveals the qualities he looks for in a fund manager, offers ideas on how investors can add inflation protection to portfolios, and names a few investment trust bargain opportunities.

Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas.

Series 2 Coming Soon: The ii Family Money Show

interactive investor — Thu, 07 Apr 2022 01:00:08 +0100

Gabby Logan is back for series two to talk family, finance and fame with some familiar faces.

Each week, they'll tell her about the role money has played in their home life and professional success, revealing how their relationship with money has changed over the years, the life lessons they’ve learned along the way, and how they plan for their family's future.

Through their experiences, you may even get a few ideas for how you can plan for yours.

Among the series two guests are former Dragon's Den star Sarah Willingham, the founder and chief executive of Octopus Energy Greg Jackson, and the former Downing Street director of communications Alastair Campbell.

Find us on your usual podcast app and subscribe for free now to get the first episode of the new series as soon as it comes out. You can also listen online at https://www.ii.co.uk and on your smart speaker.

Follow Gabby on:
Twitter @GabbyLogan
Instagram @gabbylogan

Follow interactive investor:
Twitter @ii_couk
Facebook /weareii
Instagram @interactive_investor
YouTube /interactiveinvestoruk

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: Lindsell, Train…and Bullock

interactive investor — Tue, 29 Mar 2022 04:00:03 +0100

After previously interviewing Nick Train and Michael Lindsell, Richard meets James Bullock, joint portfolio manager of the Lindsell Train Global Equity Fund to talk Diageo, Nintendo and his market outlook. This interview is also available as a vodcast on the interactive investor YouTube channel.

Enjoyed listening? Please like and subscribe for free to the ii Podcast.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Follow us on social media:
Twitter: https://twitter.com/ii_couk
Facebook: https://www.facebook.com/weareii
LinkedIn: https://www.linkedin.com/company/interactive-investor
Instagram: https://www.instagram.com/interactive_investor

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: dividend heroes, Woodford woe, and Alliance Trust interview

interactive investor — Fri, 18 Mar 2022 09:00:23 +0000

In our latest episode, Kyle Caldwell and Sam Benstead discuss investment trust dividend heroes – explaining how the ‘revenue reserve’ work in practice. The duo also run through the latest update to investors in the closed Woodford Equity Income fund – just under £141 million of assets are left to be distributed to investors. Sam also explains why the 2020s are starting to look a lot like the 1970s – and gives some tips on how to invest during inflationary periods.

Later, Stuart Gray, of Willis Towers Watson, the investment manager of Alliance Trust, joins the podcast. Gray gives his assessment of how performance has fared nearly five years on since Willis Towers Watson took over the management of Alliance Trust, which led its approach to change to a multi-manager structure.

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.

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: have we pressed pause on ESG?

interactive investor — Tue, 15 Mar 2022 05:00:17 +0000

Sue Noffke, lead fund manager of the Schroder Income Growth Fund, joins Richard to talk ESG(environment, social and governance), dividend cuts and generating income from UK markets.

Enjoyed listening? Please like and subscribe for free to the ii Podcast.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: £1bn trapped in Russia-linked funds, and ‘dividend hero’ interview

interactive investor — Fri, 04 Mar 2022 09:00:10 +0000

In our latest episode, Kyle Caldwell is joined by new co-host Sam Benstead, who is interactive investor’s deputy collectives editor. Sam, who joins ii from The Daily Telegraph, explains how he personally invests, naming the three active funds and one passive fund in his stocks and shares ISA. The duo also discuss the investment implications of Russia’s invasion of Ukraine, with several funds putting suspensions in place that bar investors from accessing their money.

Later, Simon Gergel, manager of the Merchants Trust, which has a bias to UK value shares, joins the programme. Gergel shares his thoughts on the market rotation benefiting value shares, and explains why the trust is on track to grow its dividend for the 40th consecutive year.

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.

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: selling bitcoin and how to protect yourself against inflation

interactive investor — Tue, 01 Mar 2022 04:00:00 +0000

Richard is joined by Duncan MacInnes, investment director at Ruffer, to discuss why they sold their bitcoin position after six months and how conventional portfolios could currently be vulnerable. Plus, they talk about ways to protect portfolios from inflation. Enjoyed listening? Please like and subscribe to the ii Podcast.

Enjoyed listening? Please like and subscribe for free to the ii Podcast.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: market rotation, unloved UK, and fund yielding 5% plus

interactive investor — Fri, 18 Feb 2022 08:55:06 +0000

In our latest Funds Fan episode, Richard Hunter, head of markets at interactive investor, joins Kyle Caldwell to discuss the market rotation over the past few months. The duo also discuss the unloved UK market, which has performed well over the past year and looks well placed to maintain its form if value shares continue to shine.

Later, bond investor Claudia Calich, who manages the M&G Emerging Market Bond fund, makes the investment case for the asset class she invests in. Calich also explains how the fund, which appears on the ii Super 60 list and which has a yield of over 5%, assesses the risk profile of a country, and discusses the macroeconomic backdrop for emerging market bonds.

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.

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: is China really an emerging market?

interactive investor — Tue, 15 Feb 2022 04:00:07 +0000

In this episode, Richard is joined by Charles Jillings of ICM Investment Management Ltd to talk about the Utilico Emerging Markets Trust, which is part of ii's Super 60 list of rated investments. Plus why China is still considered an emerging market despite predictions that it will be the world's largest economy in the next decade. Enjoyed listening? Please like and subscribe! Visit https://www.ii.co.uk/funds and https://www.ii.co.uk/stock-market-news for more investing insight and ideas. You can find more information about the ii Super 60 at https://www.ii.co.uk/ii-super-60. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Mind & Money: do you need to be confident and clever to be a successful investor?

interactive investor — Fri, 11 Feb 2022 04:00:17 +0000

In this episode of Mind & Money, Becky and Greg discuss whether it is essential to be confident and clever to succeed when investing.

Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas.

Becky O’Connor is Head of Pensions & Savings at interactive investor. Greg Davies is a behavioural finance expert at Oxford Risk. See oxfordrisk.com for more information.

Enjoyed listening? Please like and subscribe for free to the ii Podcast.

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: Scottish Mortgage, dividends in 2022, and an inflation hedge

interactive investor — Fri, 04 Feb 2022 08:01:05 +0000

interactive investor’s Kyle Caldwell and Lee Wild give their take on January’s tech sell-off, which has negatively impacted Scottish Mortgage. The duo, who both have personal investments in Scottish Mortgage, give their views on Britain’s most-popular investment trust, and explain why UK dividends are expected to fall in 2022.

Later, Nick Scullion, manager of the Foresight Global Real Infrastructure fund, a member of ii’s ACE 40 list of ethical investments, joins the podcast. Scullion explains why listed infrastructure is considered a good option as an inflation hedge.

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.

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: Nick Train on the UK, opportunities, Man Utd and tech

interactive investor — Tue, 01 Feb 2022 05:00:15 +0000

Richard is joined by Nick Train, co-founder of Lindsell Train Limited and manager of the Finsbury Growth & Income investment trust, to discuss the UK market, Manchester United, Unilever, dividends, and more. The fund manager also answers some reader questions.

Enjoyed listening? Please like and subscribe for free to the ii Podcast.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: Terry Smith, core-satellite tips, and 2022 bond outlook

interactive investor — Fri, 21 Jan 2022 09:00:24 +0000

In our latest episode, interactive investor’s Kyle Caldwell and Nina Kelly discuss five key takeaways from Terry Smith’s annual letter to Fundsmith Equity investors. The duo also explain a core-satellite approach and offer tips for those considering such an approach.

Later, bond investor Phil Milburn, joint manager of the Liontrust Strategic Bond fund, joins the podcast. Milburn discusses the big risks facing bond markets this year, including high inflation and the interest rate rises expected to shortly occur in the US, as well further potential increases in the UK.

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.

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: Ian Cowie on inflation, value stocks, and healthcare

interactive investor — Tue, 18 Jan 2022 04:00:08 +0000

Richard is joined by Ian Cowie, Sunday Times journalist and interactive investor columnist, to discuss the lessons of Covid-19, tracker funds and passive investing, the themes of the decade, and more.

Enjoyed listening? Please like and subscribe for free to the ii Podcast.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Mind & Money: does life happen to you or by you?

interactive investor — Thu, 13 Jan 2022 10:05:19 +0000

Becky and Greg kick off the new year talking about fate. Is life really in our own hands and do our beliefs on the subject impact our financial well-being?

Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas.

Becky O’Connor is Head of Pensions & Savings at interactive investor. Greg Davies is a behavioural finance expert at Oxford Risk. See oxfordrisk.com for more information.

Enjoyed listening? Please like and subscribe for free to the ii Podcast.

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: four predictions for 2022 and Allianz Technology interview

interactive investor — Fri, 07 Jan 2022 08:47:27 +0000

In the first Funds Fan episode of the year, Richard Hunter, head of markets at interactive investor, joins Kyle Caldwell to discuss four predictions made by fund managers for 2022. Later, our fund manager interview for this episode is Walter Price of the Allianz Technology Trust. Among the topics discussed are the outlook for technology in 2022, inflation, Tesla, and whether the metaverse is a new investment theme. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: how experts’ 2021 predictions fared, and top trust insights

interactive investor — Fri, 17 Dec 2021 08:40:07 +0000

interactive investor’s Kyle Caldwell and Tom Bailey discuss whether some of the big predictions that were made by fund managers at the start of 2021 played out. The duo also examine the best- and worst-performing funds in 2021. Later in the podcast, Jonathan Davis, editor of the annual Investment Trust Handbook, joins the programme to share highlights of the latest edition of the book (2022), which is now on sale. Jonathan runs through how investment trusts have fared this year, and looks ahead to 2022 by naming some themes and trends. He also reveals how he personally invests. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Rachel Riley: Countdown, Strictly and teaching Britain useful maths

interactive investor — Thu, 09 Dec 2021 02:00:02 +0000

Self-confessed geek Rachel Riley co-hosts long-running Channel 4 puzzle show Countdown and its comedy spin-off 8 Out Of 10 Cats Does Countdown. She also appeared on the 2013 series of Strictly Come Dancing, where she met her pro-dancer husband – and dad to their two daughters – Pasha Kovalev, and has just published her first book, At Sixes And Sevens: How To Understand Numbers And Make Maths Easy. In the sixth episode of The ii Family Money Show, she tells Gabby Logan how she went from being a maths graduate to TV presenter, why she’s helping adults get to grips with numbers and how she and Pasha are planning for their children’s future – despite having different approaches to money. Plus, Moira O’Neill, Head of Personal Finance at interactive investor, explains why it is important to teach children about money early and what you can do to get the people you care about on the road to investing. At Sixes and Sevens: How To Understand Numbers And Make Maths Easy, by Rachel Riley (HarperCollins) is out now This episode is also available as a vodcast at https://youtu.be/1bWquGYwBHc The ii Family Money Show is brought to you by interactive investor (ii). To find out more about Friends and Family from ii, visit https://www.ii.co.uk/friends-and-family. Follow Gabby: Twitter @GabbyLogan Instagram @gabbylogan Follow interactive investor: Twitter @ii_couk Facebook /weareii Instagram @interactive_investor Important information This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Pension and tax rules depend on your circumstances and may change in future. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: interest rate rise tips, three funds under review, and Hugh Young interview

interactive investor — Fri, 03 Dec 2021 09:00:22 +0000

In our news section the team give their take on how investors can profit and protect portfolios from a potential rise in interest rates. Also discussed are three funds in interactive investor’s Super 60 list that have in recent weeks been placed under formal review. Later, our fund manager interview is Hugh Young, who has been investing in Asian equity markets for over 30 years. Various topics are discussed, including Hugh naming his reasons to be cheerful and fearful for the Asia-Pacific region in 2022. He also explains why he viewed China’s recent regulatory crackdown on tech companies as a buying opportunity. He also discusses the investment approach and proposed changes(announced earlier this week)to the investment trust he manages, Aberdeen Standard Asia Focus Trust. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: James Max on tech, property, and The Apprentice

interactive investor — Tue, 30 Nov 2021 05:00:44 +0000

Richard talks to James Max, broadcaster, financial expert, columnist, and Talk Radio presenter, about his career in investment banking and private equity, and first steps into broadcasting. He also discusses his appearance on The Apprentice, financial coverage and mainstream media's mistake, the rise of tech, and UK property. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: Junior ISA ideas, dividend delight and small-cap expert

interactive investor — Fri, 19 Nov 2021 09:00:29 +0000

The team discuss the improving backdrop for global dividends and while there’s plenty to be positive about, the team suggest why they could disappoint in 2022. Earlier this month, the Junior ISA celebrated its 10th birthday and Kyle Caldwell, collectives editor at ii, names the investment trusts held by his son and daughter. Later, fund manager Ken Wotton joins the podcast. Ken runs three UK smaller company funds, the Baronsmead Venture Capital Trusts, and also manages the Strategic Equity Capital investment trust. He discusses how he finds small-cap winners, his outlook for the UK market, recent portfolio activity, and more. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority. Please remember, investment value can go up or down and you could get back less than you invest. If you’re in any doubt about the suitability of a stocks & shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice.

Mind & Money: How comparing yourself to others affects your finances

interactive investor — Wed, 17 Nov 2021 11:47:51 +0000

In the latest episode of Mind & Money, Becky and Greg discuss whether comparing ourselves to others is avoidable, whether it can be motivating rather than negative, and how it impacts our financial habits. Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas. Becky O’Connor is Head of Pensions & Savings at interactive investor. Greg Davies is a behavioural finance expert at Oxford Risk. See oxfordrisk.com for more information. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: a private equity trust and digital disruptors

interactive investor — Tue, 16 Nov 2021 05:00:11 +0000

Steven Tredget, of private equity investor Oakley Capital Investments, talks to Richard about the investment trust's objectives, sector and geographical weightings, top holdings, including edtech firm IU Group and online property platform Idealista, as well as the ‘digital disruption curve’. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Peter Schmeichel: The ii Family Money Show

interactive investor — Thu, 11 Nov 2021 04:00:01 +0000

Legendary goalkeeper Peter Schmeichel is Gabby Logan’s guest in episode five of The ii Family Money Show. Peter spent eight glittering seasons at Manchester United, winning five league titles, three FA Cups and the Champions League in 1999. He also memorably won the European Championship with Denmark in 1992. Speaking from his home in Denmark, he tells Gabby how his life changed personally and financially when he moved to Manchester United, the advice he’s passed on to his son, the Leicester City and Denmark goalkeeper Kasper Schmeichel, and reveals the lengths United manager Sir Alex Ferguson went to in order to keep his players’ feet on the ground. Plus, interactive investor’s Collectives Editor Kyle Caldwell joins Gabby to look at the ways you can invest in sports teams and names his Investment XI. One by Peter Schmeichel (Hodder & Stoughton) is out now This episode is also available as a vodcast at https://youtu.be/vwsmU6fiwbk. The ii Family Money Show is brought to you by interactive investor (ii). To find out more about ii’s Super 60 list of rated investments, visit https://www.ii.co.uk/ii-super-60. Follow Gabby: Twitter @GabbyLogan Instagram @gabbylogan Follow interactive investor: Twitter @ii_couk Facebook /weareii Instagram @interactive_investor Important information This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Pension and tax rules depend on your circumstances and may change in future. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: finding opportunities in global equities

interactive investor — Tue, 09 Nov 2021 05:00:34 +0000

Peter Saacke, manager of the unconstrained Artemis SmartGARP Global Equity fund, talks to Richard about the fund's objectives and the meaning of 'SmartGARP'. He also discusses fund sectors and regional allocations, as well as top holdings including Alphabet. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: inflation-proofing tips, plus Baillie Gifford interview

interactive investor — Fri, 05 Nov 2021 09:00:34 +0000

In the latest Funds Fan episode, the team share some ideas for investors to protect against rising levels of inflation. The team also discuss UK dividends and a new fund structure; the Long-Term Assets Fund. Later, Kirsty Gibson, co-manager of Baillie Gifford US Growth Trust, explains how she finds outstanding businesses, names some under-the-radar shares with plenty of growth potential, and gives her views on the value versus growth style debate. At the end of the podcast, our Fund Spotlight feature focuses on Foresight Global Real Infrastructure, which is on our ACE 40 rated list of ethical investments. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: Barings, cryptos and Ronaldo

interactive investor — Tue, 02 Nov 2021 05:00:24 +0000

Michael Wilson is a business and economics anchor and commentator, broadcaster and author. He founded Sky's business coverage at the channel's inception in 1989 and has anchored for landmark events including the collapse of the Berlin Wall. After leaving Sky in 2009, he has broadcast for the BBC, ITV, Reuters, Fox, and many others. He co-wrote 'Fixing Britain: the Business of Reshaping our Nation' with Lord Digby Jones. He talks to us about his career, his favourite financial story, the financial crisis, cryptocurrencies, and football. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: Job Curtis of City of London

interactive investor — Tue, 26 Oct 2021 05:00:22 +0100

Job Curtis, the manager of ‘dividend hero’ investment trust City of London, which appears on interactive investor’s Super 60 list, talks to us about objectives, top holdings, mining stocks and performance during the pandemic, including those high-profile dividend cuts. He also gives us his view on the outlook from here. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: active versus passive debate and finding value in UK shares

interactive investor — Fri, 22 Oct 2021 09:03:44 +0100

In the latest Funds Fan episode, the team debate one of the biggest divides in investment: active funds versus passive funds. The team chat through the pros and cons of each approach, and reveal how they personally invest. Later, Sam Ziff, co-manager of Overstone Global Equity Income fund, explains why and where he is finding value in the UK equity market. The fund, which adopts a value investment approach, has just under a third of its portfolio in UK shares. Sam is also quizzed on whether the value rally has run out of steam or just paused for breath. At the end of the podcast, our Fund Spotlight feature focuses on the Man GLG Continental European Growth fund, which is on our Super 60 list. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: ethical investing in growing European firms

interactive investor — Tue, 12 Oct 2021 05:00:27 +0100

Richard is joined by Martyn Jones, lead fund manager of the Liontrust Sustainable Future European Growth and Liontrust GF Sustainable Future Pan-European Growth funds, to discuss investing in high-quality companies, top holdings, (including, semiconductor company ASML, and digital product engineering company Nagarro) and attempting to create a positive impact on the environment. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: tax attack on Scottish Mortgage, and tech share tips

interactive investor — Fri, 08 Oct 2021 08:48:39 +0100

In the latest Funds Fan episode, the team argue against a call from campaign group Tax Justice UK for several UK companies, including Scottish Mortgage, to pay a Covid surcharge tax on “excess profits” made during the pandemic. The team also discuss how to avoid potential closet tracker funds, and the high demand for investment trusts this year. Later, Timothy Woodhouse, manager of the JPMorgan Global Growth & Income Trust, explains why the trust is favouring Europe. He also gives his views on the US tech giants; detailing why Microsoft, Amazon and Alphabet are the trust’s top three holdings, and why he is not currently favouring Apple and Facebook. At the end of the podcast, our Fund Spotlight feature focuses on Fundsmith Sustainable Equity. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Shaun Dooley: The ii Family Money Show

interactive investor — Fri, 08 Oct 2021 01:00:17 +0100

Shaun Dooley is one of the most recognisable faces in British film and TV, starring in Official Secrets and The Woman In Black on the big screen, as well as hit dramas Broadchurch and Gentleman Jack. In episode four of The ii Family Money Show, he and wife Polly – who have four children together – tell Gabby Logan about how their humble beginnings shaped their attitude to family finance, why Harold Pinter’s The Caretaker changed the course of Shaun’s life, and why he’d ban the word ‘celebrity’. Plus, interactive investor’s Personal Finance Campaigner Myron Jobson joins Gabby to suggest ways you can invest for your family’s future and also looks back at last year’s ii Great British Retirement Survey ahead of the launch of the 2021 survey on 13 October. This episode is also available as a vodcast at https://youtu.be/wLmUy2tBBJY. The ii Family Money Show is brought to you by interactive investor (ii). Read more about ii’s Great British Retirement Survey at https://www.ii.co.uk/pensions/iiGBRS. The 2021 survey is out on 13 October. To find out more about ii’s junior stocks and shares ISA (JISA) visit https://www.ii.co.uk/ii-accounts/isa/junior-isa. Follow Gabby: Twitter @GabbyLogan Instagram @gabbylogan Follow interactive investor: Twitter @ii_couk Facebook /weareii Instagram @interactive_investor Important information This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Pension and tax rules depend on your circumstances and may change in future. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: exposure to opportunities in China

interactive investor — Tue, 05 Oct 2021 05:00:10 +0100

Richard is joined by Dale Nicholls, portfolio manager of the Fidelity China Special Situations investment trust, to discuss investment opportunities in the Chinese market, coping through a tumultuous 12 months and an overview of regulatory crackdowns in China. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Mind & Money: how to put your future first

interactive investor — Wed, 29 Sep 2021 05:00:19 +0100

September’s edition of Mind & Money is all about how to think long term in a world of instant gratification. Are there strategies we can adopt to think more about our future selves than the here and now? Greg Davies, behavioural finance expert at Oxford Risk, gives his top tips to Becky O’Connor, ii’s head of pensions and savings. Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas. Becky O’Connor is Head of Pensions & Savings at interactive investor. Greg Davies is a behavioural finance expert at Oxford Risk. See oxfordrisk.com for more information. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: investing in UK companies which meet the ACD’s ethical guidelines

interactive investor — Tue, 28 Sep 2021 05:00:09 +0100

Richard is joined by Fraser Mackersie, co-manager of the Unicorn UK Ethical Income Fund, to discuss investing in profitable and cash-generative businesses, top holdings, including, Telecom Plus/Utility Warehouse and Brewin Dolphin and taking a long-term view in investing. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Scottish Mortgage and the world's most attractive growth firms

interactive investor — Tue, 21 Sep 2021 05:00:26 +0100

Richard is joined by Tom Slater, joint manager of Scottish Mortgage Investment Trust, to discuss identifying the world's most attractive growth companies, top holdings(including Moderna and Chinese internet and technology company Tencent, and the rapid acceleration of development in AI. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: top trusts over 20 years, and ‘value’ investor interview

interactive investor — Fri, 17 Sep 2021 07:00:36 +0100

In the latest Funds Fan episode, the team discuss research recently published by interactive investor naming the best-performing investment trusts over the past two decades. Other news items include the unexpected announcement of dividend tax increases from April, and a member of interactive investor’s Super 60 list being put under review. Later, Clive Beagles, who manages the JO Hambro UK Equity Income fund, joins the podcast. The fund focuses on companies that are yielding higher than the FTSE All-Share index, so it has a bias towards value shares. Beagles explains why he is bullish on the UK dividend recovery, explains where he is finding the best value opportunities, and gives his views on inflation. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: identifying high-quality Asian companies

interactive investor — Tue, 14 Sep 2021 05:00:17 +0100

Richard is joined by Edmund Harriss, Portfolio Manager of the Guinness Asian Equity Income Fund, to discuss discovering high-quality Asian companies, exposure to the financial and tech sectors and top holdings, including DBS Singapore and China Merchants Bank. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The ETFs Show: focusing on emerging markets

interactive investor — Mon, 13 Sep 2021 05:00:17 +0100

Tom Bailey is joined by Aneeka Gupta, equity and commodity strategist at Wisdom Tree, to discuss a new ETF that focuses on emerging markets. Topics discussed include the link between state-owned enterprises and emerging markets, and the tech crackdown in China. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: emerging market opportunities in Europe, the Middle East and Africa

interactive investor — Tue, 07 Sep 2021 05:00:16 +0100

Richard is joined by Mattias Siller, co-manager of Barings Emerging EMEA Opportunities Investment Trust, to discuss the evolution of the trust, the philosophy of growth at a reasonable price and top holdings, including Gazprom and mobile phone operator MTN. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: Scottish Mortgage, Lindsell Train and inflation-proofing

interactive investor — Fri, 03 Sep 2021 08:59:04 +0100

In the latest Funds Fan episode, the team discuss Scottish Mortgage’s recent share price performance, the brightening outlook for global dividends, and a rare case of a fund manager(Michael Lindsell)warning investors to think carefully about buying the investment trust he manages - Lindsell Train - at its current valuation. Later, we interview Charles Hamieh, co-manager of the Legg Mason IF ClearBridge Global Infrastructure Income fund, which is a member of interactive investor’s Super 60 list. Hamieh makes the case for listed infrastructure, including why it is a hedge against rising inflation. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: the City A.M. story, the digital world, and investing

interactive investor — Tue, 31 Aug 2021 05:00:15 +0100

Richard is joined by Lawson Muncaster, managing director and co-founder of newspaper City A.M., to discuss the origins of the media business, how the younger generation are consuming news in the digital era, and cryptocurrency and investing. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: investing in UK equities and takeover activity

interactive investor — Tue, 24 Aug 2021 05:00:25 +0100

Richard is joined by Richard Marwood, senior fund manager of the Royal London UK Equity Income Fund, to discuss investing in UK equities, top holdings, including IG Group and IMI, and the outlook for the UK market. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: Terry Smith, trust dividends and top fund performer

interactive investor — Fri, 20 Aug 2021 05:01:35 +0100

In the latest Funds Fan episode Kyle (ii’s Collectives Editor) and Tom(ii’s ETFs editor) discuss the latest fund and trust news; including Terry Smith’s recent letter to investors and research that revealed in the first half of 2021 investment trust dividends declined for the first time in more than a decade. Later, Kyle interviews Chris McVey, fund manager of Octopus UK Multi Cap Income. The fund has been the best performer in the Investment Assoication’s UK equity income sector from 1 January 2020 to 1 August 2021 – returning 29.1%. The sector average is flat, at 0.2%, over that time period. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Anthony Scaramucci: The ii Family Money Show

interactive investor — Thu, 12 Aug 2021 02:00:05 +0100

Anthony Scaramucci is the former banker who had a brief but memorable stint as President Trump’s director of communications. In episode three of The ii Family Money Show, he tells Gabby Logan about why he has been to more Christmas parties hosted by the Obamas than the Trumps, how his attitude to risk changed as he got older and why he takes Mel Brooks’ advice over everybody else’s. Plus, Lee Wild, interactive investor’s Head of Equity Strategy, joins Gabby to explain how ii can help you understand your own attitude to risk and use it to navigate the investment landscape. This episode is also available as a vodcast on the ii website at https://www.ii.co.uk/stock-market-news/video-podcasts and our YouTube channel at https://youtu.be/qEa47LRyT6k. The ii Family Money Show is brought to you by interactive investor (ii). Take a look at the risk section of interactive investor's Knowledge Centre at https://www.ii.co.uk/knowledge-centre/risk. For more information on ii’s ready-made portfolios, head to https://www.ii.co.uk/model-portfolios. Find out more about free regular investing at https://www.ii.co.uk/investing-with-ii/regular-investing. Follow Gabby: Twitter @GabbyLogan Instagram @gabbylogan Follow interactive investor: Twitter @ii_couk Facebook /weareii Instagram @interactive_investor Important information This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Pension and tax rules depend on your circumstances and may change in future. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The ETFs Show: environmental, China edtech, and cannabis funds

interactive investor — Wed, 11 Aug 2021 08:54:19 +0100

Tom Bailey is joined by Rahul Bhushan, co-founder of Rize ETF, and Felix Boudreault, chief sustainability officer at sustainable market strategies, to discuss their new ETF, Rize Environmental Impact 100 UCITS ETF(LIFE). LIFE is the first environmental impact ETF to be launched in Europe. The trio discuss stock selection, holdings and the problem of greenwashing, before considering the Rize Education Tech and Digital Learning ETF(LERN) and the Rize Medical Cannabis and Life Sciences ETF (FLWR). Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: China sell-off, Woodford woe, and Alex Wright interview

interactive investor — Fri, 06 Aug 2021 05:01:44 +0100

In the latest Funds Fan episode, Kyle (ii’s Collectives Editor)and Tom(ii’s ETFs editor) discuss the latest fund and trust news, including the China stock market sell-off and the latest update for long-suffering investors in the Woodford Equity Income fund. Later, Kyle interviews Alex Wright, a contrarian investor who manages Fidelity Special Values investment trust and Fidelity Special Situations. Wright explains why he think there’s plenty more upside to come for the UK market and names three shares he believes are being unjustly overlooked. For the final part of the podcast, Liberty Godfrey, fund analyst at interactive investor, runs through one of the ethical funds in our ACE 40 list. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: investing in mining equities

interactive investor — Tue, 03 Aug 2021 05:00:14 +0100

Richard is joined by Charlie Gibson, director of energy and resources at Edison Group, to discuss the mining industry, why investors buy mining equities, and the impact of the renewable energy boom on the commodities sector. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The facts you need to know about stock market IPOs

interactive investor — Thu, 29 Jul 2021 11:00:21 +0100

Few events get investors as excited as a new company joining the stock market via an IPO, or initial public offering. But new research published by Stockopedia, the online investment research platform, has uncovered some fascinating facts about IPO performance that every investor should know about. Listen to interactive investor’s head of equity strategy Lee Wild discuss the findings with Stockopedia analyst Keelan Cooper. You can see the full research document by clicking here: stockopedia.com/research/ipo-survival/?utm_source=ii&utm_medium=press&utm_campaign=ipoguidev1 This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: cryptocurrencies, bitcoin and gold

interactive investor — Tue, 27 Jul 2021 05:00:11 +0100

Richard is joined by Charlie Morris, investment director of The Fleet Street Letter, to discuss all things cryptocurrency. Topics include bitcoin and gold, and the importance of having a diversified portfolio. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: a fund trap to avoid, and a ‘dividend hero’ trust interview

interactive investor — Fri, 23 Jul 2021 08:52:01 +0100

The team discuss industry news including expectations for global growth among fund managers, a fund trap for investors to beware, and the launch of Seraphim Space Investment Trust. Later, Brunner investment trust’s Matthew Tillett joins the podcast to discuss strategy, the outlook for dividends in 2021, and why he thinks the global trust’s discount is wider than that of its peers. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: searching for innovation and growth themes

interactive investor — Tue, 20 Jul 2021 05:00:20 +0100

Richard is joined by Ian Mortimer, co-manager of the Guinness Global Innovators Fund, to discuss investing in companies in innovative areas, secular growth themes and top holdings within the fund, including Taiwan Semiconductor and Apple. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: Pantheon International and making the private ‘public’

interactive investor — Tue, 13 Jul 2021 05:00:12 +0100

Richard is joined by Helen Steers, manager of Pantheon International investment trust, to discuss the strategy of investing in private companies, top holdings, including EUSA Pharma, Allegro and Abacus Data Systems, performance, and the outlook from here. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The ETFs Show: niche and alternative ETF launches

interactive investor — Mon, 12 Jul 2021 05:00:22 +0100

Tom is joined by co-founder/co-CEO of HANetf, Hector McNeil, to discuss niche and alternative ETF strategies at HAN, including Europe's first pure-play space ETF, YODA, and U.S. Global Jets ETF (JETS). A wide-ranging conversation also sees them foray into the commercialisation of space and launches for HAN in the renewable energy sector. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: winners in first half of 2021, robotics, and case for Japan

interactive investor — Fri, 09 Jul 2021 05:01:12 +0100

The team examine the latest fund and trust news, before interviewing Nicholas Weindling, manager of the JPMorgan Japanese Investment Trust, who discuss how he finds the best companies in Japan, the themes of e-commerce and automation, and whether the country could enjoy an Olympics bounce. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Lord Jim O'Neill: The ii Family Money Show

interactive investor — Thu, 08 Jul 2021 07:32:30 +0100

Gabby speaks to star economist Lord Jim O’Neill of Gatley about growing up in Manchester, trying to take over one of the city’s football clubs and how an acronym made him famous. The former Northern Powerhouse minister also lifts the lid on life at Goldman Sachs and what he believes the next few years hold for the global economy – and where retail investors should be looking. Plus, interactive investor’s Richard Hunter joins Gabby to suggest ways you can get started with your own investments. This episode is also available as a vodcast on the ii website at https://www.ii.co.uk/stock-market-news/video-podcasts and our YouTube channel at https://youtu.be/ikswvhr_ZRQ. The ii Family Money Show is brought to you by interactive investor (ii). For more information on interactive investor's Super 60 list of rated investments, visit https://www.ii.co.uk/ii-super-60. And for help getting started with your fund selections, head to https://www.ii.co.uk/quick-start-funds. Follow Gabby: Twitter @GabbyLogan Instagram @gabbylogan Follow interactive investor: Twitter @ii_couk Facebook /weareii Instagram @interactive_investor Important information This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Pension and tax rules depend on your circumstances and may change in future. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: Blue Whale Growth and digital transformation

interactive investor — Tue, 06 Jul 2021 05:00:10 +0100

Richard is joined by Stephen Yiu, lead manager of the LF Blue Whale Growth Fund, to discuss strategy, performance and top holdings, including Adobe, Kering and Nintendo. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Millennial money: top pension tip, hot investing themes and a share mistake

interactive investor — Fri, 02 Jul 2021 14:15:52 +0100

Millennial money expert and financial journalist Iona Bain talks to us about her latest book, Own It! How our generation can invest our way to a better future. The Young Money blogger explains why there has never been a better time to start investing and shares details of her best and worst investment decisions, her personal investing diary, as well as her number one tip for a happy retirement. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Richard Hunter Interview: opportunities in the Indian market

interactive investor — Thu, 01 Jul 2021 05:00:20 +0100

Richard is joined by David Cornell, managing director of the India Capital Growth trust at Ocean Dial Asset Management, to discuss investing in Indian equities, top holdings(including Dixon Technologies, Emami and R.T. Industries) and how the pandemic has affected the Indian market. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Mind & Money: how to cope with investment loss

interactive investor — Wed, 30 Jun 2021 05:00:30 +0100

Our expectations for investment growth can sometimes be at odds with what is realistic. In this episode, Becky and Greg discuss investment loss, including tips and strategies for coping with it, dealing with sustained loss and accepting that ‘loss’ is a part of investing and can potentially make you a better investor. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas. Becky O’Connor is Head of Pensions & Savings at interactive investor. Greg Davies is a behavioural finance expert at Oxford Risk. See oxfordrisk.com for more information. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Slow Money: Nigel Wilson

interactive investor — Thu, 24 Jun 2021 13:45:03 +0100

Can slow and steady win the investment race? Find out in Slow Money, a new podcast all about investing that is sustainable in every sense. In the first episode, interactive investor’s Becky O'Connor speaks to Nigel Wilson, chief executive of pensions, insurance and investment giant Legal & General, which is responsible for managing more than £1.3 trillion on behalf of customers. Nigel is a big believer in patient capital and during his time at L&G has pioneered sustainable investment strategies such as affordable housing, infrastructure and even science parks, which millions of people have indirectly invested in through their pensions. Listen now for your antidote to crypto craziness, Gamestop-style gambling, reddit routs and all the anxiety that comes with chasing the fast money and trying to get rich quick. It’s time to get rich, slow. Enjoyed listening? Please like and subscribe. Visit https://www.ii.co.uk/ii-accounts/sipp and https://www.ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. Past performance is not a guide to future performance. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial advisor before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

James Mee: The Richard Hunter Interview

interactive investor — Tue, 22 Jun 2021 05:00:29 +0100

Richard is joined by James Mee, lead fund manager of the Waverton Multi-Asset Income Fund to discuss the workings of the fund, the view for the UK post-Covid and potentially less inflationary pressure going into 2022. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: ‘Skin in the game’, space launches and UK quality shares

interactive investor — Fri, 18 Jun 2021 01:00:19 +0100

In this episode, the team discuss interactive investor’s ‘skin in the game’ campaign, which is calling on fund managers to disclose how much of their own investments they have in the fund or investment trust they manage. Kyle (ii Collectives Editor) and Tom (ii ETFs editor) also chat about the proposed launch of a space-themed investment trust. Later, Richard Hallett, fund manager of Marlborough Multi-Cap Growth, which is a member of interactive investor’s Super 60 list, joins the podcast. Richard explains the fund’s approach to investing in UK shares, addresses why short-term performance has come off the boil, and runs through how he thinks the fund will fare as and when all Covid-19 restrictions are lifted. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Jon Wallace: The Richard Hunter Interview

interactive investor — Tue, 15 Jun 2021 05:00:33 +0100

Richard is joined by Jon Wallace, fund manager of Jupiter Green investment trust to discuss the increased focus on ESG, the impact on finding 'green bargains' and the move towards innovative companies. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard Curtis: The ii Family Money Show

interactive investor — Fri, 11 Jun 2021 12:08:20 +0100

Gabby speaks to legendary screenwriter and Comic Relief co-founder Richard Curtis about family, Four Weddings and how he is saving the planet through his Make My Money Matter campaign. The man behind Blackadder, Notting Hill and Comic Relief also tells of the ultimatum his dad gave him when he was starting out as a writer and how his signed copy of William Wordsworth’s Lyrical Ballads ended up in a charity shop. Plus, Becky O’Connor, Head of Pensions & Savings at interactive investor (ii), joins Gabby to tell you how you can make your own money matter through your pension savings and investment portfolio. This episode is also available as a vodcast on the ii website at https://www.ii.co.uk/stock-market-news/video-podcasts and our YouTube channel at https://youtu.be/3VEWiAZPRCg. The Family Money Show is brought to you by interactive investor. For more information on how to invest ethically visit https://www.ii.co.uk/ethical-investing and https://www.ii.co.uk/ii-ace. Find out more about Richard’s campaign at https://makemymoneymatter.co.uk. Follow Make My Money Matter at: Twitter & Facebook @MMMoneyMatter Instagram mmmoneymatter_ Follow Gabby: Twitter @GabbyLogan Instagram @gabbylogan Follow interactive investor: Twitter @ii_couk Facebook /weareii Instagram @interactive_investor Important information This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Pension and tax rules depend on your circumstances and may change in future. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The ETFs Show: what you need to know about investing in China

interactive investor — Fri, 11 Jun 2021 10:00:23 +0100

Tom is joined by Brendan Ahern, chief investment officer at KraneShares, to discuss the history of index and passive investing in China, and the breakdown of share categories. The pair also take a broad look at the long-term goals of the Chinese government and what it means for the economy and firms in the future. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Gervais Williams: The Richard Hunter Interview

interactive investor — Tue, 08 Jun 2021 05:00:21 +0100

Gervais Williams, co-manager of the Premier Miton Diverse Income Trust, talks to Richard about its recent performance, the global view of the UK and why not all mining stocks deserve the wide berth other managers give them. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: boost for income investors, Scottish Investment Trust

interactive investor — Fri, 04 Jun 2021 08:55:42 +0100

In this episode, the team discuss increasing global and domestic optimism for dividends. Later, Alasdair McKinnon of the Scottish Investment Trust joins the podcast. In the interview, the fund manager explains why he likes the outlook for gold, and why the trust is ignoring overlooked, over-hyped areas of the market. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How to invest: why you can't ignore inflation

interactive investor — Tue, 01 Jun 2021 09:56:27 +0100

There is a lot of concern about inflation in the media, but what does the term mean and why does it matter? Mathematician Dr Richard Smith explains, and sounds the warning on why you can't leave cash in the bank in an inflationary environment. Enjoyed listening? Please like and subscribe. Want to learn more about the world of investing? Visit our Knowledge Centre: https://www.ii.co.uk/knowledge-centre This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Marcus Phayre-Mudge: The Richard Hunter Interview

interactive investor — Tue, 01 Jun 2021 05:00:13 +0100

Richard is joined by Marcus Phayre-Mudge, fund manager of the TR Property Investment Trust, to discuss investing in physical property, removing liquidity concerns, how the trust has managed during the last 12 months, and the changing environment. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Coming soon: The ii Family Money Show

interactive investor — Thu, 27 May 2021 04:00:00 +0100

In this brand new podcast, Gabby Logan speaks to famous faces about the role money has played in their family life and professional success. She'll also get expert tips to help you get to grips with your own finances. Joining Gabby for episode one soon is the man behind Blackadder, Four Weddings And A Funeral and Comic Relief, Richard Curtis. There'll be a new episode every month, so find and follow The ii Family Money Show in your podcast app now to make sure you don't miss out. The ii Family Money Show is brought to you by interactive investor and also available as a vodcast on the ii YouTube channel. Follow Gabby on: Twitter @GabbyLogan Instagram @gabbylogan Follow interactive investor: Twitter @ii_couk Facebook /weareii Instagram @interactive_investor YouTube /interactiveinvestoruk

Mind & Money: are there differences between men and women when it comes to money?

interactive investor — Wed, 26 May 2021 05:00:20 +0100

The investment industry has long been associated with male dominance and a disparity in terms of female representation. In this episode, Becky and Greg discuss whether there are key differences between men and women with regard to finance, social expectations and how we can better frame investment to appeal to women. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas. Becky O’Connor is Head of Pensions & Savings at interactive investor. Greg Davies is a behavioural finance expert at Oxford Risk. See oxfordrisk.com for more information. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard Perrott: The Richard Hunter Interview

interactive investor — Tue, 25 May 2021 05:00:20 +0100

Richard is joined by Richard Perrott, one of the portfolio managers of the Morgan Stanley Global Brands Equity Income fund, to discuss the strategy and objectives of the fund, top holdings, and what the outlook is going forward. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: equity funds in favour and Liontrust Special Situations interview

interactive investor — Fri, 21 May 2021 10:06:16 +0100

In this episode, the team examine which equity fund sectors are popular among investors and consider high-yielding investment trusts. Later, Anthony Cross, manager of the Liontrust Special Situations fund, which appears on interactive investor’s Super 60 rated list of investments, joins the podcast. In the interview, he tells us what he looks for in businesses and discusses the fund’s performance during the Covid-19 sell-off and subsequent recovery. Cross also names a couple of shares with strong pricing power that are well placed to cope with rising levels of inflation. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Keith Ashworth-Lord: The Richard Hunter Interview

interactive investor — Tue, 18 May 2021 05:15:06 +0100

The manager of the UK Buffettology fund talks to us about the investment style, top stocks and new acquisitions. Enjoyed listening? Please like and subscribe. This episode is also available as a vodcast. Watch the video on the interactive investor YouTube channel at: https://youtu.be/xDfUJe0esVI Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

What’s investment growth going to do to your pension?

interactive investor — Tue, 11 May 2021 10:00:13 +0100

Rebecca O'Connor, head of pensions and savings at interactive investor, is joined by Dan Mikulskis, lead investment adviser and partner at the actuarial consultancy LCP, to discuss a new report: Is 12% the new 8%? The joint report from interactive investor and LCP highlights the dramatic impact that ‘lower for longer’ investment growth rates could have on retirement outcomes and outlines how individuals, pension providers and policymakers should respond. Read the report to find out: Why your expectations might be too high; How growth forecasts on pension statements have come down over time; What some of the world’s biggest asset managers think stock market growth will look like over the decades to come; What the impact of this will be for people with defined contribution pensions; What you can do personally to reduce the impact of lower growth rates on your pension; What we think providers and the government could do You can download the report here: https://www.ii.co.uk/knowledge-centre/future-growth This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Tom Buckingham: The Richard Hunter Interview

interactive investor — Tue, 11 May 2021 05:00:26 +0100

Richard is joined by Tom Buckingham, the portfolio manager of the JP Morgan European Income Investment Trust to discuss the aims and objectives of the trust, top holdings and coping with the volatility of a global pandemic. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: Baillie Gifford on resilient income investing

interactive investor — Fri, 07 May 2021 08:57:35 +0100

The team discuss Scottish Mortgage, the most-popular funds and trusts among investors, and interview Toby Ross, manager of the Baillie Gifford Responsible Global Equity Income fund. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The ETFs Show: what went wrong with the iShares Clean Energy ETF?

interactive investor — Thu, 06 May 2021 05:00:21 +0100

Tom is joined by Tom Eckett, editor at ETF Stream, to discuss what has happened at iShares Global Clean Energy, what an active ETF is and what trends to watch out for in the ETF world. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Paul Niven: The Richard Hunter Interview

interactive investor — Tue, 04 May 2021 08:55:30 +0100

Richard is joined by Paul Niven, fund manager of F&C Investment Trust to discuss the history of the trust, how it operates today and what the future potentially holds in a post-pandemic environment. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Mind & Money: investing in line with your values

interactive investor — Wed, 28 Apr 2021 05:00:31 +0100

Choosing what to invest in can mean considering what makes sense ethically as well as financially. In this episode, Becky and Greg discuss sustainable investing, all-things ESG and the reasons for its popularity. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas. Becky O’Connor is Head of Pensions & Savings at interactive investor. Greg Davies is a behavioural finance expert at Oxford Risk. See oxfordrisk.com for more information. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Becky Qin: The Richard Hunter Interview

interactive investor — Tue, 27 Apr 2021 05:00:31 +0100

Richard is joined by Becky Qin, assistant portfolio manager at Fidelity Multi-Asset Income fund, to discuss income strategy, being a global investor and what the future holds for the fund. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: best funds so far in 2021 and ethical income investing

interactive investor — Fri, 23 Apr 2021 08:51:33 +0100

The team discuss the comeback of fund manager Mark Barnett, standout fund performers of the first quarter and the benefits of boutique firms. Later, Simon Moon, co-manager of the Unicorn UK Ethical Income fund, joins the programme. The fund invests in mid and small-cap firms and appears on our ACE 40 ethical rated list of investments. Simon discusses investing ethically and the outlook for dividends for the rest of 2021. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Helen Mahy: The Richard Hunter Interview

interactive investor — Tue, 20 Apr 2021 05:00:29 +0100

Richard is joined by Helen Mahy, chairman of The Renewables Infrastructure Group (TRIG), to discuss clean energy investment, renewable energy and all things ‘green’. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The ETFs Show: thematic investing is all about sectors of tomorrow

interactive investor — Thu, 15 Apr 2021 09:53:25 +0100

Tom is joined by Howie Li, the head of ETFs at Legal & General Investment Management (LGIM), to discuss thematic and sector investing, the sectors of tomorrow and future plans for LGIM. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard Hallett: The Richard Hunter Interview

interactive investor — Tue, 13 Apr 2021 05:00:36 +0100

Richard Hallett, manager of the Marlborough Multi-Cap Growth Fund, looks at the opportunities presented in tech and healthcare, why he tends to avoid housebuilders, and the benefits of backing quality companies in a pandemic. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: UK funds back in form and post-Covid recovery share ideas

interactive investor — Fri, 09 Apr 2021 10:06:38 +0100

The team begin by discussing the standout performance of three UK fund sectors before questioning how long the predicted post-pandemic boom might last. Later, Guy Anderson, portfolio manager of the JP Morgan Mercantile investment trust, joins the podcast to discuss his outlook for dividends in 2021, and stocks to play the post-pandemic themes of ‘recovery and consumption’ and ‘industrial recovery’. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard Penny: The Richard Hunter Interview

interactive investor — Tue, 06 Apr 2021 05:00:10 +0100

Richard sits down with Richard Penny, manager of the TM CRUX UK Special Situations Fund, to talk about the attraction of tech and non-Covid healthcare stocks, and how he builds resilience into the portfolio. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Ian Lance: The Richard Hunter Interview

interactive investor — Tue, 30 Mar 2021 05:00:20 +0100

Richard takes a closer look at Temple Bar investment trust with its co-manager, Ian lance, who explains his post-Covid market outlook and why the previously unfancied Royal Mail is among the trust’s top holdings. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Mind & Money: we need to talk about inheritance

interactive investor — Wed, 24 Mar 2021 05:00:10 +0000

It can be a source of friction and awkwardness, but inheritance is an important subject for families. In this episode, Becky and Greg explore the importance of personality, timing and how to break the silence, whether you’re the one giving or inheriting. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas. Becky O’Connor is Head of Pensions & Savings at interactive investor. Greg Davies is a behavioural finance expert at Oxford Risk. See oxfordrisk.com for more information. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Peter Spiller: The Richard Hunter Interview

interactive investor — Tue, 23 Mar 2021 05:00:10 +0000

Peter Spiller has been manager of the Capital Gearing Trust since 1982. After one of the more extraordinary 12 months of his 39-year tenure, he speaks to Richard about luck and opportunities amid uncertainty and why bitcoin is an ESG disaster. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: UK small-cap share ideas and Scottish Mortgage sell-off

interactive investor — Fri, 19 Mar 2021 09:53:20 +0000

The team begin by addressing renewed investor interest in UK funds and the recent performance of Scottish Mortgage, one of our Super 60 choices. Later, Jonathan Brown, manager of the Invesco Perpetual UK Smaller Companies investment trust, joins the podcast. Note: this podcast was recorded on 17 March 2021. On 19 March, it was announced that James Anderson, joint fund manager of Scottish Mortgage, will retire and step down from the trust on 30 April 2022. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Michael Lindsell: The Richard Hunter Interview

interactive investor — Tue, 16 Mar 2021 05:00:28 +0000

Richard completes the Lindsell Train set this week, sitting down with Michael Lindsell, portfolio manager of Lindsell Train Global Equity. The pair discuss strategy overlap at Lindsell Train, Covid-19 and why tech is under the microscope. Enjoyed listening? Please like and subscribe. This episode is also available as a vodcast. Watch the video on the interactive investor YouTube channel at: bit.ly/Lindsell Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

FSCS boss on how to protect your money from Covid scams

interactive investor — Wed, 10 Mar 2021 11:11:03 +0000

In this special edition of the interactive investor podcast, news editor Sam Barker meets Caroline Rainbird, chief executive of the Financial Services Compensation Scheme (FSCS) to discuss the rise of financial scams. Visit ii.co.uk/stock-market-news for more insight and ii.co.uk/about-ii/your-protection to find out how interactive investor helps keep your money safe. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Joe Bauernfreund: The Richard Hunter Interview

interactive investor — Tue, 09 Mar 2021 05:00:48 +0000

Richard meets AVI Global Trust portfolio manager Joe Bauernfreund to talk Japan, Covid-19 and the attraction of family-controlled holding companies with stakes in the likes of Ferrari and Juventus FC. Visit ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

International Women’s Day 2021: Audrey Ryan

interactive investor — Mon, 08 Mar 2021 05:00:22 +0000

To mark International Women’s Day 2021, Audrey Ryan, fund manager of Aegon Ethical Equity, sits down with Richard to take a closer look at the fund and discuss the likelihood of seeing more female fund managers in the investment industry over the next decade. Visit ii.co.uk/stock-market-news for more investing insight and ideas. Find out more about International Women’s Day at: internationalwomensday.com. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: top fund sectors and Artemis US Smaller Companies interview

interactive investor — Fri, 05 Mar 2021 09:42:07 +0000

Kicking off the podcast, the team discuss the performance of fund sectors since the Covid-19 sell-off a year ago and the investment trusts that would have created ISA millionaires. Later, Cormac Weldon, who oversees Artemis US Smaller Companies, is our fund manager guest. The fund is one of our Super 60 fund choices. Visit ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The ETFs Show: Roger Federer, Warren Buffett and passive investing

interactive investor — Tue, 02 Mar 2021 14:23:36 +0000

Tom Bailey’s guest for this episode is Larry Swedroe, chief research officer at Buckingham Wealth Partners, a long-standing advocate of passive investing, and a prolific author. Visit ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Jon Hudson – The Richard Hunter Interview

interactive investor — Tue, 02 Mar 2021 00:01:02 +0000

Jon Hudson, co-fund manager of Premier Miton UK Growth, joins Richard this week to talk video games and why investors should keep the faith with the travel industry. Visit ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Mind & Money: understanding ourselves and our attitudes to risk

interactive investor — Wed, 24 Feb 2021 00:01:08 +0000

Becky is once again joined by Greg Davies, behavioural finance expert at Oxford Risk, to talk risk, family and why the news can cloud our judgment when it comes to investing. Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Nick Greenwood: The Richard Hunter Interview

interactive investor — Tue, 23 Feb 2021 00:01:08 +0000

This week, Premier Miton fund manager Nick Greenwood talks to Richard about the Global Opportunities trust, its performance amid the Covid-19 pandemic and why Vietnam is such an attractive investment opportunity. Visit ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: Woodford’s return and the BMO sustainable fund range

interactive investor — Fri, 19 Feb 2021 09:00:25 +0000

The team begin by debating the return of fallen star fund manager Neil Woodford and his apology to investors. Later, Simon Holmes, lead fund manager of the BMO Sustainable Universal MAP range, joins the podcast to discuss the three multi-asset sustainable funds that are part of our Quick-Start range for beginner investors. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Dr Trevor Polischuk: The Richard Hunter Interview

interactive investor — Tue, 16 Feb 2021 00:01:02 +0000

Richard talks to Dr Trevor Polischuk, co-portfolio manager of the Worldwide Healthcare Trust, about how the trust and the wider healthcare sector has performed amid the Covid-19 pandemic. Visit ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Andy Ho: The Richard Hunter Interview

interactive investor — Tue, 09 Feb 2021 00:01:08 +0000

Richard is joined by Andy Ho, chief investment officer at VinaCapital Investment Management, to talk Vietnam’s investment potential and how the fund has coped amid the coronavirus pandemic. Visit ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: Man GLG Income interview, dividends outlook, and China

interactive investor — Fri, 05 Feb 2021 09:04:33 +0000

In this episode, the team discuss the most-popular funds and investment trusts among interactive investor customers, interest in China-focused investments, and the growing focus on emerging markets. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more insight and ideas. Later, they are joined by Henry Dixon, fund manager of Man GLG Income fund, one of our Super 60 fund choices. Finally, the focus turns to the Legg Mason Clear Bridge Global Infrastructure Income fund, which was recently added to our Super 60 rated list. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The ETFs Show: the new trends and innovations

interactive investor — Thu, 04 Feb 2021 09:05:00 +0000

Hector McNeil, co-CEO of HANetf, talks to interactive investor’s Tom Bailey about trends that investors ought to be aware of and highlights ETFs to consider. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Tom Becket – The Richard Hunter Interview

interactive investor — Tue, 02 Feb 2021 00:01:07 +0000

Tom Becket, chief investment officer at Punter Southall Wealth, joins Richard this week to talk dividends, Covid and big tech. Visit ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority

How to Invest: tackling tax

interactive investor — Thu, 28 Jan 2021 09:54:54 +0000

How To Invest is a podcast series designed to help you get to grips with the basics of investing. In this episode, interactive investor’s news editor Sam Barker is joined by head of pensions and savings Becky O’ Connor to demystify the tax rules on investments and assets. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Mind & Money: how Covid-19 could change your investing behaviour

interactive investor — Wed, 27 Jan 2021 00:01:07 +0000

In the first episode of a new series, interactive investor’s Becky O’Connor is joined by Greg Davies, behavioural finance expert at Oxford Risk. Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

James Harries: The Richard Hunter Interview

interactive investor — Tue, 26 Jan 2021 00:01:07 +0000

This week, Richard catches up with James Harries, manager of the Securities Trust of Scotland, on the challenges of 2020, what he thinks 2021 might bring and the importance of global exposure. Visit ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: dividends in 2021 and Mid Wynd trust interview

interactive investor — Fri, 22 Jan 2021 09:01:01 +0000

In this episode, the team discuss changes to interactive investor’s Super 60 list of investments, and the outlook for dividends in 2021 following the publication of Link’s Dividend Monitor. Later, Simon Edelsten, fund manager of the Mid Wynd International investment trust, joins the podcast to discuss recent portfolio changes, investing in tech and the UK market. Finally, the focus turns to the Diverse Income investment trust, one of the new additions to the Super 60 list. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The ETFs Show: tech stocks in the Biden era

interactive investor — Wed, 20 Jan 2021 08:47:58 +0000

In the latest episode, we are joined by Anthony Ginsberg, co-founder of the HAN-GINs Tech Megatrend Equal Weight UCITS ETF, who explains what investors need to know about tech investing and the new president of the United States. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Nick Train: The Richard Hunter Interview

interactive investor — Tue, 19 Jan 2021 00:00:59 +0000

The star fund manager talks to Richard Hunter about the Finsbury Growth & Income Trust and Warren Buffett, and answers interactive investor customers’ questions. Visit ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: 2020 winners, and Edinburgh Investment Trust interview

interactive investor — Fri, 08 Jan 2021 10:24:02 +0000

interactive investor experts Kyle Caldwell and Tom Bailey discuss the best and worst-performing fund sectors of last year, and examine the most popular funds and investment trusts of December. The pair are joined by James de Uphaugh, fund manager of the Edinburgh Investment Trust, who discusses taking the helm at the trust in March 2020 during the height of the Covid-19 stock-market storm. De Uphaugh explains the trust’s integration of environmental, social and governance (ESG) values, and the resetting of Edinburgh’s dividend. Finally, the spotlight for this episode falls on Utilico Emerging Markets investment trust, which appears on the ii Super 60 list of investments. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The UK economy in 2021: the road to recovery

interactive investor — Thu, 07 Jan 2021 10:23:18 +0000

Ed Smith, head of asset allocation research at Rathbones, talks to interactive investor about some of the challenges and prospects for the UK economy in 2021. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The ETFs Show: a history of the FTSE from start-up to index giant

interactive investor — Mon, 21 Dec 2020 16:59:57 +0000

Mark Makepeace was the founding chief executive of FTSE International and for decades oversaw the creation of the FTSE brand and indices. He talks to ETFs editor Tom Bailey about his new book, FTSE: The Inside Story, and major changes that have taken place in the UK stock market. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: 2020’s top investments and trust insights

interactive investor — Fri, 18 Dec 2020 09:25:09 +0000

interactive investor experts Kyle Caldwell and Tom Bailey discuss the best funds and investment trusts of the year, and examine a poll of investment trust managers that reveals where they expect to find value opportunities in 2021. The pair are joined by Jonathan Davis, editor of the annual Investment Trust Handbook, who discusses highlights of this year’s book, including insights from Aberdeen Standard Life’s Harry Nimmo, Monks’ Charles Plowden and Allianz Technology Trust’s Walter Price. Davis also explains why he thinks trusts are the connoisseur’s choice when choosing an investment, and makes predictions for 2021. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Student Investor Challenge winners deliver strong returns

interactive investor — Tue, 15 Dec 2020 09:40:15 +0000

A group of four from Reading School won this year’s Student Investor Challenge competition, which is run by the London Institute of Banking and Finance and aims to help young people learn about the stock market. We caught up with two of the winners to find out how their virtual £100,000 portfolios fared. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The ETFs Show: investing in oil, gold and other commodities

interactive investor — Thu, 10 Dec 2020 14:16:02 +0000

Tom Bailey, interactive investor’s ETFs editor, and Nitesh Shah, director of commodity research at WisdomTree Europe, discuss exchange-traded products, gold and oil investing, and emerging trends in commodity ETFs. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Inflation? The system is broken, says Mark Mobius

interactive investor — Fri, 04 Dec 2020 16:54:00 +0000

The veteran investor and expert in emerging markets discusses his new book The Inflation Myth and the Wonderful World of Deflation, which aims to debunk myths about inflation and explain why we should be happy about being in a deflationary world. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: favourite investments and Peter Spiller on trust discounts and gold

interactive investor — Fri, 04 Dec 2020 09:19:47 +0000

This episode opens with experts Kyle Caldwell and Tom Bailey discussing the launch of a new investment trust, the most popular funds and trusts among investors this month, and why Tom prefers an index fund or ETF for gaining exposure to emerging markets. They are joined by Capital Gearing’s Peter Spiller, the longest-serving manager of an investment trust, having been at the helm for 38 years. He explains how the capital preservation trust invests and shares his thoughts on equity markets, trust discounts and the yellow metal. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

M&G Global Macro Bond: the bonds we’ve been buying

interactive investor — Fri, 27 Nov 2020 15:37:36 +0000

Jim Leaviss, fund manager of the M&G Global Macro Bond, which is one of interactive investor’s Super 60 funds, discusses the objectives of “M&G’s most flexible bond fund”, where they have been aggressively buying, performance, and favoured corporate bonds. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: five stock ideas from a dividend hero and big future themes

interactive investor — Fri, 27 Nov 2020 09:10:13 +0000

In this episode, interactive investor’s Kyle Caldwell and Tom Bailey examine the results of a respected global fund manager survey and focus on themes professional investors are betting on. The pair are joined by Charles Luke, manager of the Murray Income investment trust, which boasts 47 consecutive years of dividend growth. Luke discusses the trust’s recent merger with the Perpetual Income and Growth trust, portfolio activity, and when the dividend drought will end. Finally, analyst Liberty Godfrey considers Montanaro Better World, a new fund in our ACE 40 list of ethical investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How to Invest podcast: investing for retirement

interactive investor — Mon, 23 Nov 2020 14:56:44 +0000

How To Invest is a podcast series designed to help you get to grips with the basics of investing. In this episode, interactive investor’s news editor Sam Barker is joined by head of pensions and savings Becky O’ Connor to discuss the different ways to invest for retirement, including workplace pensions, SIPPs (self-invested personal pensions) and ISAs. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Please note the tax treatment of these products depends on the individual circumstances of each customer and may be subject to change in future. If you are uncertain about the tax treatment of the products you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The ETFs Show: the story behind the ETFs in your portfolio

interactive investor — Thu, 19 Nov 2020 09:05:59 +0000

Tom Bailey, interactive investor’s collectives editor, deep dives into the history of exchange-traded funds (ETFs) with guest Mark Fitzgerald, head of product specialism at Vanguard. The pair discuss the provenance of ETFs, aiming to give listeners a better understanding of them and how to use them, before considering the big themes in a mushrooming market. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: three megatrends, Scottish Mortgage tech sales and ACE 40

interactive investor — Fri, 13 Nov 2020 09:34:22 +0000

In this episode, interactive investor experts Kyle Caldwell and Tom Bailey discuss the fund sector facing an ISA ban and portfolio activity for the Scottish Mortgage investment trust, before they are joined by global fund manager Zehrid Osmani, who runs several unconstrained funds for Legg Mason Martin Currie and is lead manager of the Martin Currie Global Portfolio Trust. Osmani talks megatrends of the future and investment themes within those trends, and why he doesn’t rely on the FAANG stocks. Finally, the focus shifts to the Baillie Gifford Positive Change fund, a new addition to interactive investor’s ACE 40 list of ethical investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Investing in the US: why this fund looks beyond the FAANGs

interactive investor — Wed, 11 Nov 2020 09:05:34 +0000

Hugh Grieves, manager of the multi-cap Premier Miton US Opportunities fund, which appears on interactive investor’s Super 60 list, discusses the fund’s ambitions, its top holdings, and investing beyond the FAANG stocks. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Rathbone Ethical Bond: pandemic performance and future themes

interactive investor — Mon, 09 Nov 2020 16:53:35 +0000

Bryn Jones, lead manager of the Rathbone Ethical Bond fund, which appears in interactive investor’s ACE 40 and Super 60 lists, discusses the fund’s income focus, top holdings, philosophical shift from “pure ethical” to “ethical sustainable”, smart cities and more. Podcast recorded on Friday 6 November. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Pandemic winners for BMO Responsible UK Income

interactive investor — Fri, 30 Oct 2020 10:03:20 +0000

Catherine Stanley of the BMO Responsible UK Income fund, which appears on interactive investor’s ACE 40 list of ethical investments, discusses the fund’s objectives, top holdings, where she’s finding outstanding tech firms, and the mushrooming demand for ESG (environmental, social and corporate)investing. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: Buffettology’s Keith Ashworth-Lord and Fundsmith Equity

interactive investor — Fri, 23 Oct 2020 10:16:37 +0100

interactive investor experts Kyle Caldwell and Tom Bailey share their insights on current investing themes, the US election and investment trust launches, before being joined by Keith Ashworth-Lord of the CFP SDL UK Buffettology fund. The fund manager discusses his stock-market shopping spree following the Covid sell-off, why there is misplaced negativity towards UK equities, and the proposed launch of the Buffettology Smaller Companies Investment Trust. Finally, the spotlight for this episode falls on Fundsmith Equity, which appears on the ii Super 60 list of investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

International Biotechnology Trust: star stocks and the Covid vaccine race

interactive investor — Thu, 22 Oct 2020 09:11:45 +0100

What are the origins of innovation in biotech? Ailsa Craig, investment manager of the International Biotechnology Trust, discusses where great companies begin, US election outcomes, and why the outlook for the sector is a sunny one. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Finding small caps that could be tomorrow’s giants

interactive investor — Wed, 14 Oct 2020 16:12:03 +0100

Where are investors finding high-growth opportunities in emerging and frontier markets? Carlos von Hardenberg, lead portfolio manager of Mobius Investment Trust, talks to interactive investor about investing in the small caps, achieving double-digit returns, finding opportunities in India, having skin in the game, and how emerging markets are catching up with developed markets in the tech space. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Troy: outperforming the market and rivals

interactive investor — Mon, 12 Oct 2020 17:24:33 +0100

Hugo Ure, co-manager of the Troy Income and Growth investment trust, talks to interactive investor’s head of markets Richard Hunter about performance, new additions to the portfolio and sectors in his sights. He also discusses crossover holdings between the trust and Trojan Ethical Income fund, which he also managers and that appears on our ACE 30 rated list of ethical investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: a dividend hero with a headline yield

interactive investor — Fri, 09 Oct 2020 09:30:09 +0100

Independent expert Andrew Pitts and interactive investor’s collectives editor Kyle Caldwell turn their gaze on the latest industry news, focusing on UK investment trust launches and the record outpouring of money from UK-focused equity funds. The duo are joined by Simon Gergel, manager of Merchants Investment Trust, which is one of the AIC’s “dividend heroes”, having raised its dividend every year for 38 years. Gergel discusses the trust’s performance, the polarisation of high-growth and value companies, and the three sectors he has been adding to. Finally, Teodor Dilov, fund analyst at ii, names his investment trust of the week from the ii Super 60 list of investments. Podcast recorded on 6 and 7 October 2020. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The ETFs Show: how ETFs work and how to use them

interactive investor — Wed, 07 Oct 2020 09:48:52 +0100

interactive investor’s ETFs editor Tom Bailey kicks off the first podcast in a new series with an easy-to-understand introduction to exchange traded funds, including how investors can use them in their portfolios. David Stevenson, investment commentator and author of The Utilmate ETF Guidebook, answers questions on thematic ETFs in areas such as robotics and gaming, responds to criticisms of ETFs as a “Marxist weapon”, and more. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Ignore UK’s smaller companies at your peril

interactive investor — Thu, 01 Oct 2020 07:43:33 +0100

Investors are overlooking a slice of the market, according to George Ensor, manager of the River and Mercantile UK Micro Cap investment trust. He talks to interactive investor’s head of markets Richard Hunter about the small-cap space, disruptive stocks, the trust’s growth bias and how it has fared in turbulent market conditions. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Japan: safe dividends and five stock ideas

interactive investor — Wed, 23 Sep 2020 19:16:37 +0100

Which are the standout companies of modern Japan? Nicholas Weindling, manager of the unconstrained JP Morgan Japanese Investment Trust, dispels myths and details top holdings in a discussion with interactive investor’s head of markets Richard Hunter. The pair also talk robotics, the country’s ‘special market’ for stockpicking, and how politics and the pandemic have been good for the portfolio. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: five stocks for bargain hunters and new fund launches

interactive investor — Wed, 16 Sep 2020 15:54:43 +0100

interactive investor’s collectives editor Kyle Caldwell and ETFs expert Tom Bailey discuss the latest industry news, including the reopening of a big property fund and the launch of new funds. The pair are joined by Richard Penny, manager of the Crux UK Special Situations fund, who explains where he is finding value opportunities six months after the March sell-off. He also discusses uncovering “growth gems” in areas such as software and life sciences, and which catalyst could bring investors back to an unloved UK market. Finally, Teodor Dilov, fund analyst at ii, explains why one investment trust has been removed from the ii Super 60 list of investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: dividends, value investing and star managers

interactive investor — Fri, 04 Sep 2020 09:22:39 +0100

interactive investor’s collectives editor Kyle Caldwell and independent expert Andrew Pitts discuss the latest industry news, including an eminent fund manager’s exit. The pair debate the value of experience, considering the track records of current “stars” and how long to wait before investing with a successor. They also mull the prospect of a renaissance in value investing. The hosts are joined by Sam Morse, manager of Fidelity European Values, who makes the case for investing in a “high beta play on global growth” and emphasises that despite the trust’s name, he does “not [take] a traditional value approach”. He also discusses gearing levels and dividend policies as “a torch in murky markets”. Finally, Teodor Dilov, fund analyst at ii, names his fund of the week from the ii Super 60 list of investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: City of London’s Job Curtis and fashionable funds

interactive investor — Fri, 21 Aug 2020 09:27:21 +0100

Kyle Caldwell, collectives editor at interactive investor, and Andrew Pitts, an independent consultant, consider the surging popularity and performance of ESG funds, and the catalysts that could bring retail investors back to UK funds. The pair are joined by Job Curtis, manager of the income-focused City of London investment trust, who details changes to the portfolio and discusses the outlook for the trust, which boasts a 54-year record of annual dividend increases – the longest of any investment trust. Finally, Teodor Dilov, fund analyst at interactive investor, names his fund of the week from the ii Super 60 list of investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

What do financial fraudsters value more than money?

interactive investor — Fri, 14 Aug 2020 08:38:56 +0100

Andy McDonald, senior adviser at We Fight Fraud and formerly head of special operations at Counter Terrorism Command, tells interactive investor’s head of markets Richard Hunter about the rise of vishing, smishing and social engineering, the pitfalls of working from home, and why it pays to “know your criminal”. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: upsides to the dividend downturn and Scottish Mortgage

interactive investor — Fri, 07 Aug 2020 12:18:26 +0100

In this episode, Kyle Caldwell, collectives editor at interactive investor, and ETFs editor Tom Bailey look at the latest fund industry developments, including good news for income investors via a handful of investment trust “dividend heroes” and an update on a third payout for Woodford Equity Income investors. The pair are joined by Douglas Scott, co-manager of the Kames UK Equity Income and Kames Global Equity Income funds. Scott discusses key qualities for stock selection, silver linings amid the dividend drought and his view on the outlook for 2020. Finally, interactive investor’s Teodor Dilov names his fund of the week from the ii Super 60 list of investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Sebastian Lyon interview: my favourite hunting ground and a ‘zero to hero’ stock

interactive investor — Thu, 06 Aug 2020 09:09:13 +0100

The chief investment officer of Troy Asset Management and manager of Personal Assets Trust tells interactive investor’s head of markets Richard Hunter about the trust’s objectives and top holdings, where he’s finding the best opportunities, and the Covid “phoney war”. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Zehrid Osmani interview: investing beyond FAANG

interactive investor — Tue, 28 Jul 2020 16:57:16 +0100

The manager of the Martin Currie Global Portfolio Trust speaks to interactive investor's head of markets Richard Hunter about seeking investment returns without holding tech giants Facebook, Amazon, Apple, Netflix and Google (FAANG). This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Gold and ‘anti-bubbles’

interactive investor — Mon, 27 Jul 2020 16:41:49 +0100

Best-selling author Diego Parrilla talks gold with interactive investor's head of markets Richard Hunter. Diego is portfolio manager at Quadriga Asset Managers and wrote The Anti-Bubbles: Opportunities Heading Into Lehman Squared And Gold´s Perfect Storm. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Tom Wildgoose interview: how March sell-off was a golden opportunity

interactive investor — Fri, 24 Jul 2020 16:10:08 +0100

The co-manager of the Nomura Global High Conviction Fund talks to interactive investor’s head of markets Richard Hunter about why the fund avoids style bias, its top holdings, growth stocks, and why focusing on fewer stocks lets them focus on the best ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: are lower dividends here to stay?

interactive investor — Fri, 24 Jul 2020 11:31:07 +0100

In this episode, Faith Glasgow, editor of Money Observer, and deputy editor Kyle Caldwell look at the latest fund industry news, including UK equity income funds reducing exposure to oil majors, and Link’s Dividend Monitor report for the second quarter. The pair weigh optimistic and pessimistic outlooks for dividends and offer their own forecasts. They are joined by Thomas Brown, fund manager of Miton European Opportunities. Brown discusses where he is finding investment opportunities, Europe’s superstar stocks the GRANOLAS, and catalysts for kickstarting the unloved European sector’s fortunes. He also explains why short-term trading around Covid-19 is unhealthy. Finally, interactive investor’s Teodor Dilov names his fund of the week from the ii Super 60 list of investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

UK economic view: key challenges and positive prospects for UK plc

interactive investor — Fri, 17 Jul 2020 16:41:03 +0100

Ed Smith, head of asset allocation research at Rathbones, talks to interactive investor’s head of markets Richard Hunter about the outlook for the country for the next two years and the impact of UK idiosyncrasies, including Brexit. As well as predicting the shape of the recovery from an Alphabet Soup of options, he explains how long it could take the economy to reach pre-Covid levels. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Ben Rogoff interview: the best tech company I’ve ever owned

interactive investor — Tue, 14 Jul 2020 16:26:55 +0100

The lead manager of Polar Capital Technology investment trust talks to interactive investor’s head of markets Richard Hunter about investment themes, historical parallels between the coronavirus crisis and tech innovation around the time of the Second World War. He also discusses portfolio holdings, stocks for the ’new normal’ and the acceleration of disruptive tech. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Neil Hermon interview: the search for ‘buy and hold forever’ stocks

interactive investor — Mon, 13 Jul 2020 16:48:46 +0100

The manager of the Henderson Smaller Companies investment trust talks to interactive investor’s head of markets Richard Hunter about the trust’s style of investing, its top holdings and finding opportunities after the Covid crisis. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How not to ‘die’ in stock markets and lose money

interactive investor — Fri, 10 Jul 2020 09:05:38 +0100

Mathematician and trading psychologist Dr Richard Smith, who has created tools to help investors better understand risk, talks to interactive investor’s head of markets Richard Hunter about his new venture RiskSmith, the ‘sweet spot’ of an 18-month holding period, winning and losing mindsets, and why free trades are a disaster for retail investors. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: investor trends, top performers, and a standout Baillie Gifford fund

interactive investor — Thu, 09 Jul 2020 16:03:06 +0100

In this episode, Kyle Caldwell, deputy editor of Money Observer, and editor Faith Glasgow address the boom in fund sales, identifying trends and the sectors investors are favouring, plus the best and worst fund performers in the first half of 2020. They are joined by Douglas Brodie, manager of the Baillie Gifford Global Discovery Fund, who explains that the fund's style of investment is about "being on commercially relevant frontiers of innovation and long-term structural change". Brodie discusses some of the portfolio's holdings, and its strong performance during the first six months of the year. Finally, interactive investor’s Teodor Dilov presents his fund of the week from the ii Super 60 list of investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: returns of 20% plus, sustainable investing and Mike Fox interview

interactive investor — Fri, 26 Jun 2020 13:52:24 +0100

Host Faith Glasgow, editor of Money Observer, and deputy editor Kyle Caldwell discuss the latest news, including the reopening of a suspended fund, and the sectors that have delivered strong returns since March’s market bottom. The pair are joined by Mike Fox, head of sustainable investing at Royal London, who discusses the factors influencing the success of his sustainable funds in the Money Observer 2020 Fund Awards, as well as why he thinks “the last 12 weeks has made the case for sustainable investing being a core solution more compelling”. Finally, interactive investor’s Teodor Dilov presents his fund of the week from the ii Super 60 list of investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Stephen Yiu interview: guarded optimism and outperformance

interactive investor — Wed, 17 Jun 2020 15:27:41 +0100

The chief investment officer of Blue Whale Capital and lead manager of the Blue Whale Growth Fund talks to interactive investor's head of markets Richard Hunter about the fund's objectives and its focus on exciting US companies and digital transformation. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Tom Slater interview: Scottish Mortgage’s lockdown winners and new trends

interactive investor — Mon, 15 Jun 2020 15:19:30 +0100

The joint manager of the Scottish Mortgage investment trust talks to interactive investor’s head of markets Richard Hunter about the trust’s objectives, searching for the world’s great entrepreneurs, and innovative tech stocks. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: Woodford payouts, best-in-class fund managers, and Bruce Stout interview

interactive investor — Fri, 12 Jun 2020 09:32:13 +0100

Host Kyle Caldwell, deputy editor of Money Observer, and editor Faith Glasgow discuss the latest news, including payouts for investors in the Woodford Equity Income fund, potential legal action against Link Fund Solutions, and 10 fund managers who have beaten every rival since they started their career. The pair are joined by Bruce Stout, manager of Murray International investment trust, who discusses dividend cuts and the outlook for 2021, as well as his views on the deglobalisation “trend”. Finally, interactive investor’s Teodor Dilov talks through his fund of the week from the ii Super 60 list of investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How to Invest: what is a SIPP?

interactive investor — Wed, 10 Jun 2020 19:17:43 +0100

How to Invest is a podcast series designed to help you get to grips with the basics of investing. In this episode, interactive investor’s head of personal finance Moira O’Neill and Becky O’ Connor, head of pensions and savings, discuss how self-invested personal pensions (SIPPs)work. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Craig Baker interview: expect significant outperformance

interactive investor — Wed, 10 Jun 2020 17:05:08 +0100

Craig Baker, global chief investment officer of Willis Towers Watson and manager of the Alliance Trust investment trust, talks to interactive investor’s head of markets Richard Hunter about the multi-manager trust. One of the AIC’s “dividend heroes”, having raised its dividend every year for more than 50 years, Craig explains Alliance Trust’s “neutral style’ and how stock selection drives everything. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Jon Forster interview: positive prospects for Impax

interactive investor — Tue, 09 Jun 2020 09:11:10 +0100

The co-manager of Impax Environmental Markets investment trust talks to interactive investor’s head of markets Richard Hunter about the trust’s objectives and top holdings, as well the reasons for his optimistic outlook amid an accelerated transition to renewable energy. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Interview with Ryan Taylor of Dash Core Group

interactive investor — Wed, 03 Jun 2020 12:16:18 +0100

Gary McFarlane, interactive investor’s crypto podcast host meets Dash Core Group chief executive Ryan Taylor. He explains how top 20 crypto Dash is “trying to make cryptocurrency more useable” and discusses Dash Platform, the latest iteration of the network. (Recorded on 21 May). This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How to Invest: how do I start investing?

interactive investor — Fri, 29 May 2020 15:33:10 +0100

How to Invest is a podcast series designed to help you get to grips with the basics of investing. In this episode, interactive investor’s head of personal finance Moira O’Neill and personal finance campaigner Myron Jobson discuss what you need to do before starting your investment journey, including whether you need special training. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: fallen-star fund manager departs, trust dividend cuts, and interview with top UK investor

interactive investor — Fri, 29 May 2020 11:57:47 +0100

Faith Glasgow, editor of Money Observer, and deputy editor Kyle Caldwell debate the departure of Neil Woodford protégé Mark Barnett, who has left Invesco after 24 years, and the scale of dividend cuts among investment trusts. They are joined by Stuart Widdowson, manager of Odyssean Investment Trust, who discusses the market sell-off, top holdings, and investment opportunities. Finally, interactive investor’s Teodor Dilov names his fund of the week from the ii Super 60 list of investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Noelle Cazalis interview: will Covid-19 lead to birth of more bonds?

interactive investor — Thu, 21 May 2020 17:31:48 +0100

The manager of the Rathbone High Quality Bond Fund talks to Richard Hunter, head of markets at interactive investor, about the fund’s aims and strategy, her focus on financials, top holdings, and why the UK is ready for more municipal bonds. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

James Milne interview: predicting the post-pandemic winners

interactive investor — Wed, 20 May 2020 17:25:46 +0100

The manager of the CRUX European fund talks to ii’s head of markets Richard Hunter about the stock selection process, including the importance of CEOs having skin in the game, some of the fund's holdings, and which types of businesses are likely to emerge as champions after the lockdown is lifted. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Jamie Ward interview: why I still like banking stocks

interactive investor — Tue, 19 May 2020 16:17:15 +0100

The fund manager of the CRUX UK Core Fund talks to interactive investor's head of markets Richard Hunter about the fund's objectives and style, as well as its top holdings, including the banks and his favourite FTSE 100 stocks. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: lockdown fund choices and top performers, and a new podcast for beginners

interactive investor — Thu, 14 May 2020 10:00:43 +0100

Host Richard Hunter, head of markets at interactive investor, is joined by Money Observer editor Faith Glasgow, who offers insights into the most popular funds and investment trusts with interactive investor customers in April, the best performers during the first 50 days of lockdown, and why dividend cuts might not be as bad as they seem, while Moneywise editor Rachel Rickard Straus gives listeners a taste of a new podcast aimed at beginner investors. Finally, interactive investor’s Dzmitry Lipski names his fund of the week from the ii ACE 30 list of ethical investments. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

James Ashley interview: the road to recovery and outlook for 2020

interactive investor — Mon, 11 May 2020 17:27:43 +0100

Goldman Sachs executive director and head of the international markets strategy team, discusses reasons behind the rally in US markets with interactive investor's head of markets Richard Hunter. The pair also debate US unemployment data, tech ideas and why the FTSE 100 is not experiencing a rally of its own. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How to invest: am I ready to start investing?

interactive investor — Thu, 07 May 2020 17:28:41 +0100

In this episode of How to Invest, we discuss the question on every beginner investor’s mind: “Am I ready to start investing?” Join interactive investor’s head of personal finance Moira O’Neill and news editor Sam Barker to find out what you need to do before starting your investment journey, including how much money you need and how long you should invest for. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

James Mee interview: strategy insights and favourite income stocks

interactive investor — Tue, 05 May 2020 11:02:55 +0100

The manager of the Waverton Multi-Asset Income Fund talks to interactive investor's head of markets Richard Hunter about the global income fund's key objectives, how the fund is faring in the current environment, trends that have been hastened, and portfolio holdings such as Microsoft. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: income investors, manager moves and dividend watch

interactive investor — Fri, 01 May 2020 12:42:24 +0100

Faith Glasgow, editor of Money Observer, and deputy editor Kyle Caldwell discuss the latest news for fund investors, including the scale of dividend cuts hitting income investors, a rule change to the Investment Association’s income fund sectors, and the departure from Temple Bar investment trust of well-known fund manager Alastair Mundy. They are joined by interactive investor's head of markets Richard Hunter, who offers his perspective on some of the most vulnerable FTSE sectors amid the pandemic. Finally, interactive investor’s Teodor Dilov names his fund of the week from interactive investor’s Super 60 list. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard Buxton interview: Lloyds Bank's results and dividend optimism

interactive investor — Thu, 30 Apr 2020 13:57:20 +0100

The Merian Global Investors' fund manager talks to interactive investor's head of markets Richard Hunter about a recent article in which he argued in favour of a more equitable balance between debt and equity, and how lower dividend payments could yield a more stable system over time. As well as suggesting that coronavirus offers the UK a chance to develop a more benign form of capitalism, Buxton gives his view on UK banks' Q1 results and that economic barometer, Lloyds Bank. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Matthias Siller interview: great reasons to invest in emerging Europe

interactive investor — Wed, 29 Apr 2020 14:09:38 +0100

The co-manager of the Baring Emerging Europe investment trust talks to interactive investor’s head of markets Richard Hunter about the trust's largest holdings, including Lukoil and supermarket X5, which sectors it favours, and investment themes, including what is helping Russia - where the portfolio has two-thirds of its assets - compete with the US and China on social network systems. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How to Invest: what is investing?

interactive investor — Tue, 28 Apr 2020 10:44:51 +0100

How to Invest is a podcast series designed to help you get to grips with the basics of investing. We break down everything you need to know and how to get started. In this episode, interactive investor’s head of personal finance Moira O’Neill and news editor Sam Barker go back to the beginning and ask “what is investing?”. The pair explain how investing works and how it can help you achieve your life goals. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Jonathan Davis interview: the resilience of investment trusts explained

interactive investor — Mon, 27 Apr 2020 16:16:27 +0100

Jonathan Davis, editor of the annual Investment Trusts Handbook, talks to interactive investor’s head of markets Richard Hunter about why investment trusts have generally held up well during market turmoil. Davis explains why investment companies are considered to be the “connoisseur’s choice”, discusses trusts that have been coronavirus ‘casualties’, and considers the outlook for dividends. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Investing in oil: prices, dividends, shale firms, and stock tips

interactive investor — Fri, 17 Apr 2020 16:12:41 +0100

Richard Hunter head of markets at interactive investor, talks to oil commentator Gaurav Sharma about the current oil price, how low it could go, and seeks his views on the likelihood of dividend cuts for BP and Shell. Sharma also discusses US shale businesses and stocks he currently favours. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: dividends, Terry Smith, and Impax Environmental Markets

interactive investor — Thu, 16 Apr 2020 12:16:09 +0100

Kyle Caldwell, deputy editor of Money Observer, and editor Faith Glasgow discuss the latest news for fund investors, including the dividend drought, and star fund manager Terry Smith’s verdict on the recent market sell-off. The episode includes an interview with Bruce Jenkyn-Jones, co-manager of the Impax Environmental Markets investment trust, which is both a constituent of interactive investor’s ACE 30 list of rated ethical funds and a Money Observer Rated Fund. Finally, interactive investor’s Dzmitry Lipski outlines how funds in interactive investor’s Super 60 list fared in the first quarter. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Meet ii’s new columnist Ian Cowie

interactive investor — Thu, 09 Apr 2020 13:45:45 +0100

Financial journalist Ian Cowie is a new columnist at interactive investor. The former Daily Telegraph writer and current Sunday Times’ columnist, who has survived several stock market shocks, talks to our head of markets Richard Hunter about why he chose financial journalism, his best and worst investments, and alternative careers. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Interview with Clem Chambers of ADVFN

interactive investor — Fri, 03 Apr 2020 16:18:50 +0100

Clem Chambers, chief executive of ADVFN and Online Blockchain plc, sees bitcoin trending to $10k after coin minting halves in May. But Chambers thinks that depends on how the fallout from the UK and US government stimulus packages and more central bank profligacy affects the digital currency. He considers the differences between the approaches of the two countries’ policymakers and what he worries is the very real prospect of a prolonged lockdown into July killing the economy stone dead, bitcoin included. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: outlook, opportunities, and the ‘ideal’ number of funds for your portfolio

interactive investor — Tue, 31 Mar 2020 09:02:34 +0100

Recorded outside of the normal studio environment, host Money Observer editor Faith Glasgow discusses the latest newsworthy topics, including investment trust bargains, with deputy editor Kyle Caldwell. The duo are joined by Money Observer's Nina Kelly, who discusses beginner investing in the current market turmoil, and Moira O'Neill, head of personal finance at interactive investor, who examines the right number of funds for a portfolio and how to avoid slipping from diversification into “diworsification”. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: Coronavirus concerns and a retirement dilemma as markets fall

interactive investor — Fri, 06 Mar 2020 16:49:46 +0000

In our new episode host Kyle Caldwell, deputy editor of Money Observer, talks to Faith Glasgow, editor of Money Observer, and Richard Hunter, head of markets at interactive investor, about the impact the coronavirus is having on global markets and investors. The podcast also tackles a reader’s question on whether they should delay their retirement in light of recent stock market falls, while interactive investor’s Teodor Dilov names his fund of the week. Do you have a fund-related question for the podcast? Please email us at: editorial@ii.co.uk, putting “Funds Fan podcast” in the subject line. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: Dog funds, industry mergers and investment income

interactive investor — Fri, 21 Feb 2020 12:06:43 +0000

Faith Glasgow, editor of Money Observer, is joined by two other members of the Money Observer team: Kyle Caldwell and Tom Bailey. The trio discuss the latest investment news, including the recent spate of industry mergers and Bestinvest’s half-yearly report on underperforming funds, before tackling a listener’s question on investment income and high-yielding funds. Finally, interactive investor’s Liberty Godfrey turns the spotlight on a fund on interactive’s investor Super 60 list of investments. Do you have a fund-related question for the podcast? Please email us at: editorial@ii.co.uk, putting “Funds Fan podcast” in the subject line. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: Woodford payouts, coronavirus fears and an ESG ‘pandemic’

interactive investor — Fri, 07 Feb 2020 09:20:36 +0000

In our latest episode host Kyle Caldwell, deputy editor of Money Observer, examines topics including the Woodford payouts and Nick Train with guests Tom Becket, chief investment officer of Punter Southall Wealth, and Tom Bailey, staff writer at Money Observer. The podcast also tackles a reader’s question on the coronavirus, while interactive investor’s Teodor Dilov names his fund of the week. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: Woodford, share classes, and the appeal of model portfolios

interactive investor — Mon, 27 Jan 2020 11:33:09 +0000

In our latest Funds Fan podcast, host Faith Glasgow, editor of Money Observer, is joined by Money Observer deputy editor Kyle Caldwell, Moneywise editor Rachel Rickard Straus and Liberty Godfrey, funds analyst at interactive investor. The team discuss Terry Smith’s views on Neil Woodford, solve an investor dilemma and consider the appeal of a range of model portfolios, among other things. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The Tim Steer interview: Accountancy, investment analysis and Pink Floyd

interactive investor — Wed, 22 Jan 2020 14:39:01 +0000

Richard Hunter, ii’s head of markets, talks to ex-fund manager and former Pink Floyd sound engineer Tim Steer about his best-selling book The Signs Were There. Find out the only number you can trust, and the first thing to read in company results. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds Fan: industry news, a problem solved, and fund of the week

interactive investor — Fri, 10 Jan 2020 10:23:05 +0000

In our inaugural Funds Fan podcast, host Kyle Caldwell, deputy editor of Money Observer, is joined by Money Observer editor Faith Glasgow and Dzmitry Lipski, head of funds research at interactive investor. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How Cryptocompare weeds out fake trading volumes and what’s next for the premier data site

interactive investor — Mon, 09 Dec 2019 13:55:31 +0000

In a podcast for interactive investor, recorded on 22 November, Karl Turner, head of business development at data site cryptocompare discusses fake trading volumes, crypto regulation in the light of US Congressman Brad Sherman’s view that “bitcoin is worse than 9/11”, stablecoins and the platform’s future data coverage plans in areas such as derivatives and bitcoin lending. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

CoinShares goes for gold with bullion-backed DGLD token

interactive investor — Mon, 25 Nov 2019 12:28:43 +0000

Danny Masters, chairman of crypto exchange trade product provider CoinShares talks to Gary McFarlane about the company’s new gold product, the FCA’s proposed ban on ETNs, the stalled Libra launch, China’s state digital currency and where the bitcoin price is heading. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Electroneum’s perfect timing as UNICEF opens door to crypto

interactive investor — Thu, 10 Oct 2019 14:24:05 +0100

UK-based Electroneum (ETN) crypto platform is targeting the unbanked of the developing world with its “green and socially responsible” blockchain, as it signs mobile top-up deals with telcos in Brazil and Turkey after a successful ecommerce pilot in South Africa. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

From self-custody services to clearing bank – Knabu wants to reinvent the future

interactive investor — Fri, 04 Oct 2019 09:19:06 +0100

interactive investor cryptocurrency analyst Gary McFarlane spoke to Hakim Mamoni, chief technical officer, and Suren Ravindra, chief product strategy officer of crypto start-up Knabu, about its newly-launched business-to-business ‘smart deposit box’ self-custody solution to mitigate the risks associated with storing crypto assets. Gary also quizzed the Knabu team about the clearing bank they are building, aimed at crypto businesses shut out by banking’s established players. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Money Observer 40th birthday highlights

interactive investor — Wed, 18 Sep 2019 10:45:12 +0100

Our sister magazine Money Observer magazine is celebrating its 40th birthday this month. Richard Hunter, Head of Markets at interactive investor, talks to Editor Faith Glasgow, and Deputy Editor Kyle Caldwell, about how things have changed in the investment landscape over the decades, the highlights of the special anniversary issue, and predictions for the future on subjects ranging from investment trends to the state pension. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Tech investing: How to do it successfully

interactive investor — Fri, 13 Sep 2019 13:31:43 +0100

Fund manager Ben Rogoff, of Polar Capital Technology Trust, talks to ii's Head of Equity Strategy Lee Wild about the trust’s outperformance, tech firms, and investment regrets and successes. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Investment trust bargains, and investing in what you know

interactive investor — Fri, 30 Aug 2019 14:25:22 +0100

What is an investment trust bargain? Kyle Caldwell, deputy editor at Money Observer, explains how to spot one and whether a discount represents a “true” bargain, while Rebecca O’ Keeffe, interactive investor’s head of investment, discusses whether it’s wise to stick to only what you know when investing. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Risk: how much should you take? and international shares, an introduction

interactive investor — Thu, 22 Aug 2019 11:05:01 +0100

Richard Hunter, Head of Markets at interactive investor, discusses 'home bias' and why investors should consider investing in international shares, while investment expert Rebecca O’Keeffe explains why not taking enough risk could be as detrimental to your financial future as taking too much. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority. Foreign markets will involve different risks from the UK markets. In some cases the risks will be greater. The value of international investments may be affected by currency fluctuations which might reduce their value in sterling. We may receive two elements of commission in relation to international dealing - Trading Commission and our FX Charge. Please see our Rate Card for full details of the relevant costs.

bitcoin and cryptocurrencies: an introduction

interactive investor — Thu, 15 Aug 2019 14:38:54 +0100

Gary McFarlane, interactive investor’s award-winning analyst, talks us through cryptocurrency, from blockchain to Facebook’s Libra project. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Percentage vs flat-rate fees, and investing for children

interactive investor — Wed, 07 Aug 2019 17:10:52 +0100

Rebecca O’Keeffe, Head of Investment at ii, on why investing one hour of your time investigating how much you pay in fees could save you thousands in the long run, and Moira O'Neill, Head of Personal Finance at ii, on the dos and don’ts of investing for children. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Free money and ideas on how to select a stock

interactive investor — Thu, 01 Aug 2019 14:05:40 +0100

Rebecca O’Keeffe, Head of Investment at ii, explains how you can get your hands on free money, while Lee Wild, our Head of Equity Strategy, considers all the things investors should weigh up when selecting shares. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Focus on funds: Neil Woodford, fund price war, and ii’s Super 60 list

interactive investor — Fri, 19 Jul 2019 17:29:51 +0100

Kyle Caldwell, deputy editor of Money Observer, brings you the latest fund news, including an update on Neil Woodford’s suspended flagship fund, while ii analyst Dzmitry Lipski introduces ii’s Super 60 funds list and gives a quarterly performance review. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Six UK share tips for 2019: how are they faring at the halfway point?

interactive investor — Tue, 16 Jul 2019 15:04:43 +0100

Lee Wild, ii’s Head of Equity Strategy, reviews the performance so far of this year’s six speculative share tips – three income stocks and three growth plays. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. AIM stocks tend to be volatile high risk/high reward investments and are intended for people with an appropriate degree of equity trading knowledge and experience. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Women and investing: push off from the starting blocks

interactive investor — Wed, 26 Jun 2019 09:08:52 +0100

Why don’t women invest? What benefits does regular investing have? Why consider a stocks and shares ISA? Moira O’Neill, head of personal finance at interactive investor, hosts a podcast where three female investors, Faith Glasgow, editor of Money Observer, Rachel Rickard Straus, editor of Moneywise, and Jemma Jackson, head of PR at interactive investor, offer expert answers to these questions. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority

Why invest in AIM shares?

interactive investor — Tue, 18 Jun 2019 16:20:31 +0100

AIM was launched in 1995, has a combined market capitalisation of more than £70 billion, and is home to success stories, including ASOS and Domino’s Pizza. While AIM shares promise big returns and may have inheritance tax benefits, ii experts Lee Wild and Richard Hunter discuss the market, and explain how investors can limit risk. AIM stocks tend to be volatile high risk/high reward investments and are intended for people with an appropriate degree of equity trading knowledge and experience. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Funds and dividends: investing basics

interactive investor — Wed, 12 Jun 2019 10:51:10 +0100

Moira O' Neill, Lee Wild and Richard Hunter kick off ii’s inaugural podcast by focusing on funds and dividends. Moira O' Neill explains what a fund is, how to start building an investment portfolio, and how ii's Super 60 funds list could help you get started(https://www.ii.co.uk/ii-super-60). Lee Wild, head of equity strategy, discusses dividend strategies, the income stocks that investors flock to, and what level of income they should look to generate from their shares portfolio. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.