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The Financial Outlook for Personal Investors: Rising gilt yields & what they mean for equities

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Rising gilt yields & what they mean for equities
Russ Mould of A J Bell discusses the UK 10-year gilt yield rising over 4%, despite the Bank of England governor saying that interest rate cuts could happen more quickly. Why are equity markets both here and in the US more optimistic than fixed interest investors? In the UK we owe £2.5 trillion and have a £100 billion interest bill, so the government faces very difficult decisions. The only way to reduce the burgeoning debt/GDP ratio is through growth or inflation. It will probably be a combination of both and 2% may soon be the floor for the inflation rate rather than the ceiling. Russ discusses what this may mean for equities, with 28 of the FTSE100 companies yielding more than the 10-year gilt.
Guest:

Russ Mould

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Simon Rose

The Bigger Picture: The Tory party leadership contest & conference and Labour freebie controversy

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: The Tory party leadership contest & conference and Labour freebie controversy
Political commentator Mike Indian discusses the surprisingly upbeat tone at the Conservative Party conference. He takes Simon Rose through the four leadership contenders, explaining who he thinks will be the pair party members will vote on. He also talks about the interventions of three former leaders, Rishi Sunak, Liz Truss and Boris Johnson. Turning to the controversy about freebies given to Labour ministers, he considers the ethics of lobbying. While feeling Keir Starmer is right to return £6,000 of gifts, the PM must address the giving of gifts, as well as tackling MPs' second jobs and the issue of Sue Gray.
Guest:

Mike Indian

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Simon Rose

The Business of Film: The Outrun, Megalopolis, Never Let Go, I Could Never Be Your Woman, His Three Daughters

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: The Outrun, Megalopolis, Never Let Go, I Could Never Be Your Woman, His Three Daughters
James Cameron-Wilson reorts on box office down 9%, the third downturn in a row. He thought #3 The Outrun, a searing drama based on a memoir starring Saoirse Ronan, a terrific film. A work of arthouse cinema, it's a beautiful and emotional expedition with great acting. Francis Ford Coppola's long-cherished dream project Megalopolis reaches the screen at #7 but it is preposterous, self-indulgent and incomprehensible and had the audience leaving in droves. #10 Never Let Go with Halle Berre is a boring cabin-in-the-woods horror. But James was unexpectedly delighted by Ronan's first film from 2007, I Could Never Be Your Woman, which is available to view free online. He found Netflix's family drama His Three Daughters unduly theatrical and disappointing.
Guest:

James Cameron-Wilson

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Simon Rose

Gadgets & Gizmos: Flying shopping trolleys, a defensive ladies' fan & cutting cow burps

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Flying shopping trolleys, a defensive ladies' fan & cutting cow burps
Steve Caplin laments the demise of the car CD player. But he looks forward to flying shopping trolleys which can even handle stairs. A powerwash simulator apparently improves people's mood. A traditional ladies' fan converts into a tactical defence baton, for a price. There's a kayak with an electric motor you can pedal, if you can deal with one of the worst websites Steve has ever encountered. A hydrogen balloon is the latest space tourism venture. There's a nasal gel to trap viruses. Westinghouse are producing a nuclear microreactor with no moving parts which lasts for 8 years without refuelling. And Australian scientists have discovered that clay reduces the methane from cow burps by 30%.
Guest:

Steve Caplin

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Simon Rose

The Financial Outlook for Personal Investors: Greggs & Gresham House Energy Storage Fund

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Greggs & Gresham House Energy Storage Fund
Neil Shah of Edison Group sees little to disappoint with Greggs' Q3 results. It remains a hugely efficient machine which is great at understanding consumer needs. Opening new stores aggressively in the wake of Covid and expanding into evening service, it remains attractively priced. He also looks at the collective investment vehicle Gresham House Energy Storage Fund. It has performed poorly of late. But the long term opportunity is great as we pivot to renewables, which need battery energy storage and it is an interesting opportunity as it is at a significant discount. More information is on the Edison Website. (https://www.edisongroup.com/research/rising-revenues-and-big-plans-for-the-future/34011/)
Guest:

Neil Shah

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Simon Rose

The Bigger Picture: The AI revolution, Labour heading to the market right & Cronygate

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: The AI revolution, Labour heading to the market right & Cronygate
Professor Tim Evans of Middlesex University says that we are living through the days of immense change and that AI is an evolving technology without end. While imperfect and with moral challenges that need to be faced, everyone should get to grips with it. From non-doms to university fees and housing, he returns to the subject of Labour moving to the market right of politics with little challenge from the directionless Conservatives. And with Labour's honeymoon well and truly over and talk about links between Lord Alli and Syria's Assad, how damaging will Cronygate be?
Guest:

Professor Tim Evans

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Simon Rose

The Business of Film: The Substance, Prima Facie, Michael Powell & Rebel Ridge

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: The Substance, Prima Facie, Michael Powell & Rebel Ridge
Box office is down 27%, says James Cameron-Wilson with new entry The Substance, a feminist body horror starring Demi Moore, entering only at #3. Although #12, Jodie Comer's Prima Facie has now taken £7.6m, the highest ever for an event movie and it is still screening. James waxed lyrical about the extras-laden Blu-Ray Michael Powell: Early Works, giving umpteen insights into the development of one of the UK's greatest directors. He was also positive about Netflix's Rebel Ridge, a thriller about corruption and racism in America's South with Aaron Pierre and Don Johnson, even if the drama ebbs away when it begins to resemble First Blood.
Guest:

James Cameron-Wilson

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Simon Rose

Gadgets & Gizmos: New iPhone tricks, AI hardware, Tetris prescribed for PTSD & golden lettuce

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: New iPhone tricks, AI hardware, Tetris prescribed for PTSD & golden lettuce
Tech talk with Steve Caplin. He demonstrates the iPhone's way of filtering out unwanted background noise. OpenAI are to produce an AI hardware device to be designed by Sir Jony Ive. AI can now fool CAPTHA into thinking it's human. Tetris can apparently help treat PTSD. Magic mushrooms can help with chronic depression. Spanish scientists have developed a superfood yellow lettuce. For some reason Wordle is coming to Meta Quest. And red wine, dark chocolate and cheese help to lower the risk of dementia.
Guest:

Steve Caplin

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Simon Rose

The Financial Outlook for Personal Investors: US interest rates and UK market prospects

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: US interest rates and UK market prospects
Russ Mould of A J Bell discusses the Fed cutting rates by half a percentage point – rather high for the start of a cycle – and China's latest attempt at stimulus. In the UK, cyclical sectors are leading the way and the market benefits from being lower-rated and having more political stability, at least more than the US. The FTSE-350 also has an effective yield of 7.5%. Financial markets were not keen on Brexit but the pound is now almost back to pre-Brexit levels against the dollar, which will help suppress inflation, even if it crimps earnings and dividends.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: IP Group & Discoverie

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: IP Group & Discoverie
Neil Shah of Edison Group says that tech-focussed, early-stage venture capital company IP Group is worth taking a look at. With a market cap of £460m, some of the businesses it invested in are now quoted and, while the interim results reflected a difficult period, things are now improving. With some facinating things in the portfolio, the long-duration investor IP is at a 56% discount to net asset value. Discoverie creates and sources electronic designs and components and has just moved into security. It's an attractive long-term business with high returns yet is at a 27% discount to its peers. More info is on the Edison website (https://www.edisongroup.com/).
Guest:

neil shah

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