Episodios

  • The Financial Outlook for Personal Investors: Why silver could be of interest

    The Financial Outlook for Personal Investors: Why silver could be of interest
    May 22 2025
    Fixed interest investors, says Russ Mould of A J Bell, are concerned that Trump's "Big Beautiful Bill" will add to the US's current $36 trillion debt pile, with debt interest already accounting for a fifth of the US tax take. Things that serve as hedges against inflation, stagflation or policy error, such as gold, are rising again. Is silver – challenging the $33-an-ounce level again – being unduly overlooked? A recent bid could mean many miners are undervalued, particularly given the conductive metal's many uses in the move to net zero and the fact that demand has outstripped supply for the last five years. As the price climbs, so the miners become more profitable and nervous investors may find silver worth considering. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    12 m
  • The Financial Outlook for Personal Investors: How two tech funds view the AI revolution

    The Financial Outlook for Personal Investors: How two tech funds view the AI revolution
    May 15 2025
    Finlay Mathers and Neil Shah of Edison Capital discuss two tech funds heavily involved in AI. Polar Capital's successful Technology Fund has recently shifted massively into the field, with an 80-90% exposure to AI. Focussing on the middle section of the company life cycle, its managers say that AI is on an exponential curve, much like the development of early skyscrapers. Molten Ventures is a publicly-quoted VC fund concentrating on early stage AI, with exposure to R&D and startups. It has plenty of cash ready for seizing interesting opportunities. Both managers consider AI not to be a trend, but a fundamental shift in technology. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    12 m
  • The Financial Outlook for Personal Investors: How tariffs and trade deals affect the market and companies

    The Financial Outlook for Personal Investors: How tariffs and trade deals affect the market and companies
    May 8 2025
    Russ Mould of A J Bell explains that markets are hoping that trade deals might be in the offing to reduce the effect of President Trump's tariffs. It is too early to tell if this is a triumph of hope over expectation or if the UK will be one of the first companies to strike a deal with the US and reduce the effect of tariffs. Russ goes through some of the companies which have explained how they will be affected by American tariffs and which might benefit from the Indian trade deal. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    10 m
  • The Financial Outlook for Personal Investors: Metlen & IP Group

    The Financial Outlook for Personal Investors: Metlen & IP Group
    May 1 2025
    Chloe Won Yung Shin of Edison Group thinks investors should keep an eye out for Metlen. It's a Greek energy and metals company with a €6bn market cap heading for a second listing in London later in the year, where it may join the FTSE100. It's Europe's only aluminium producer and has an increasing interest in producing critical metals. IP Group invests in intellectual property businesses, mainly in the UK. As a result of recent headwinds it is trading at over 70% discount to net asset value. But there are plenty of positives about the business. Both are discussed on Edison's website. https://www.edisongroup.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    11 m
  • The Financial Outlook for Personal Investors: How to cope with volatile markets

    The Financial Outlook for Personal Investors: How to cope with volatile markets
    Apr 24 2025
    Russ Mould of A J Bell says that when the US President doesn't know what's happening next, how can anybody else, particularly when the reasons given for imposing tariffs are so contradictory? Investing should be about sleeping well at night. If your investments are keeping you awake, perhaps you should make them safer. Think about asset allocation and whether America – and tech stocks – will lead the way in future. Have some spare cash in case you need it and you may be able to take advantage of volatile market dips. As Warren Buffett says, stock markets are there to enable the transfer of wealth from the impatient to the patient. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    12 m
  • The Financial Outlook for Personal Investors: Rolls-Royce

    The Financial Outlook for Personal Investors: Rolls-Royce
    Apr 17 2025
    FInlay Mathers of Edison Group discusses Rolls-Royce which, under new management, met all its turnaround targets two years early and confounded investors' attitudes towards its business, comprising civil aviation, aerospace and power systems. The shares are above the industry average but it's a fantastic business whose air business has a "power by the hour" model linking it to the upturn in global air travel, while its defence order book is up by 89%. The future may be bumpy, but the business is very sound. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    8 m
  • The Financial Outlook for Personal Investors: Michelmarch Bricks and Smiths News

    The Financial Outlook for Personal Investors: Michelmarch Bricks and Smiths News
    Apr 3 2025
    Chloe Won Yung Shin of Edison Group discusses Michelmarch Bricks' recent results. It makes 122m bricks and pavers a year, has a strong balance sheet and should benefit from the UK's structural shortage of housing. On a discount to its peers, it has 7% of the market with further upside potential. Andy Murphy, director of content for Industrials at Edison is intrigued by Smiths News. A regional distributor of newspapers and magazines, it is handling a declining market well, stripping costs back and diversifying by collecting dry waste from those shops it delivers to. It's a cash generative business that has long been ignored and undervalued and yields twice its PE. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    12 m
  • The Financial Outlook for Personal Investors: Investment in the light of Reeves & tariffs

    The Financial Outlook for Personal Investors: Investment in the light of Reeves & tariffs
    Mar 27 2025
    Russ Mould says that with the OBR lowering its growth and raising its inflation target, stagflation looks even more likely. The concept of "fiscal headroom", he says, is pure rhubarb but the bond market seemed content with what Rachel Reeves had to say, even though the UK's interest bill is higher than the defence budget. However, tariffs are going to complicate things. With the NASDAQ this year's worst market so far and Hong Kong the best, the mood music is changing. Investors must think about whether the environment for the next ten years is going to be different than the previous ten. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    11 m
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