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The Financial Outlook for Personal Investors: The BoE, interest rates & the UK market

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The BoE, interest rates & the UK market
Russ Mould of A J Bell wasn't surprised that the Bank of England's Monetary Policy Committee opted for no change in interest rates, though he was surprised that the vote was yet again 7-2. Services inflation is still too high, as is wage growth, for the Bank to be comfortable easing off. He notes that the UK stock market is now worth more than the French, one positive sign. He will be interested to see what the new government does when it comes to planned reforms and the UK market. Have we become too risk-averse?
Guest:

Russ Mould


Published:
Simon Rose

The Bigger Picture: The main parties' political atmospherics

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: The main parties' political atmospherics
Professor Tim Evans of Middlesex University focuses on the "political atmospherics" or the "vibes" of the main parties. He considers this to be the only General Election in his lifetime that is more like a by-election, where most people are voting negatively. The Tories have essentially become the "untrusted socialists", as irrelevant as old Labour in the 70s and 80s. Labour is shapeshifting in a Tory Party way and could become the natural party of government. The LibDems are the closest to moderate old Labour while Reform UK are now the Thatcherites. As for the electorate: they are smart and don't change much.
Guest:

Professor Tim Evans


Published:
Simon Rose

The Financial Outlook for Personal Investors: Frontier Developments and Dialight

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Frontier Developments and Dialight
Neil Shah of Edison Group discusses two turnaround situations. Video games company Frontier Developments suffered along with the entire sector but its new games are performing well, as is its back catalogue. It is now focusing on its core business and Neil feels it's one to put on the radar and watch. Dialight makes LEDs to be used in challenging environments and is well positioned for growth, with a new management team having a more pragmatic vision. It may also receive a large payout if it triumphs in ongoing legislation.
Guest:

Neil Shah


Published:
Simon Rose

The Business of Film: Bad Boys - Ride or Die, The Watched, La Chimera & Perfect Days

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Bad Boys - Ride or Die, The Watched, La Chimera & Perfect Days
James Cameron-Wilson says the box office is only up 10% with new #1 Bad Boys: Ride or Die picking up almost £4m. James found this sequel, 29 years after the original, profane, violent, meaningless and formulaic. #6 The Watched is a cabin-in-the-woods horror written and directed by Ishana Shyamalan, daughter of M Night. But it turns out to be cliched, dreary and often nonsensical. Simon recommended Italian drama La Chimera starring Josh O'Connor and Isabella Rossellini about a group of tomb robbers. And for home viewing, James thought the Tokyo-set Oscar-nominated Wim Wenders film Perfect Days, about a man who cleans toilets, to be the director's best since Paris, Texas 40 years ago.
Guest:

James Cameron-Wilson


Published:
Simon Rose

Gadgets & Gizmos: Apple's AI, the AI MP candidate and how Oxen's bottoms influenced railways

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Apple's AI, the AI MP candidate and how Oxen's bottoms influenced railways
Steve Caplin explains to Simon Rose what Apple Intelligence will do on its newest phones. He has been quizzing the AI candidate standing in the General Election and discusses what he would ask the older version of himself, as being developed at MIT. He points out that Elon Musk's Starship is the biggest rocket in history, with the entrepreneur building a Starfactory to turn out one rocket every single day. An AI pin turns out to be rather dangerous. There's a DIY compass for "mindful wandering" and a film which enables you to see at night. Even more fascinating still is the explanation of the relation between two oxen's bottoms and the width of the Saturn V rockets.
Guest:

Steve Caplin


Published:
Simon Rose

The Bigger Picture: Sunak & D-Day, Labour's policies, Farage entering the race and the likely outcome

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Sunak & D-Day, Labour's policies, Farage entering the race and the likely outcome
Political commentator Mike Indian discusses the Conservatives' dismal election campaign, feeling it indicative of a tired, worn-out government. He wonders where Labour's inspiring moment is, feeling the Tories are losing rather than Labour winning. He senses that Labour is planning attacks on CGT and wealth. Despite Nigel Farage attempting – for the 8th time – to become an MP, Mike thinks turnout could be down. He'll be fascinated to see if Reform get more votes than the stunt-obsessed LibDems. Looking at what has happened with European elections, he believes that Starmer must deliver, or politics could become more extreme and populist in the UK too.
Guest:

Mike Indian


Published:
Simon Rose

The Bigger Picture: Professor Tim Evans's General Election Special

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Professor Tim Evans's General Election Special
Professor Tim Evans of Middlesex University explains that the Conservative Party is no longer trusted, that it is out of touch with its base and so is relying on negative campaigning. Without a positive vision, they stand no chance of stopping a landslide. While Labour is more moderate and united, it may come under pressure once it is in power. Can it rise to the many domestic and global challenges it will face, particularly with such an appalling handover? if so, it might become the natural party of government. It will be fascinating to see if Reform overtake the Tories in the polls, in which case the Conservative argument against voting for Reform vanishes.
Guest:

Professor Tim Evans


Published:
Simon Rose

The Business of Film: Sting, Atlas & Bonus Track

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Sting, Atlas & Bonus Track
James Cameron-Wilson reports that the charming IF has regained the #1 spot at the UK box office. He was less than impressed by #8 Sting, a horror film about a spider which is a dumb and ridiculous sub-Alien ripoff. Although it is familiar and feels like a video game jammed on fast forward, he found the Jennifer Lopez sci-fi romp Atlas on Netflix to be reasonable popcorn entertainment. He was even more impressed by Sky's Bonus Track about a teenager loner at school who suddenly finds direction in his life. It is funny, moving and sweet and feels as if the teens are real people.
Guest:

James Cameron-Wilson


Published:
Simon Rose

Gadgets & Gizmos: Tattooing avocados, growing your own teeth and having a third thumb

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Tattooing avocados, growing your own teeth and having a third thumb
Steve Caplin explains why Tesco is tattooing avocados. Japanese scientists believe people will soon be able to grow new teeth. There's a robot seed-planter taking its inspiration from wild oats. A 9-seater electric plane can take off and land on a football pitch. A new Chinese hybrid car has a massive range and a minimal price, in China at least. Cambridge scientists have been studying how people make use of a third thumb. There's a crowd-funded pet monitoring camera which can tell if the animal is poorly. Bringing the internet to a remote Amazon tribe has caused problems. And in Dubai, there's a proposal to build skyscrapers 1km high.
Guest:

Steve Caplin


Published:
Simon Rose

The Financial Outlook for Personal Investors: How might a new government affect the market?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How might a new government affect the market?
Russ Mould of A J Bell says that markets have traditionally done better under the Conservatives, though they have had longer in power than Labour. While the size of majorities makes no discernible difference, what is important is the macro side and particularly inflation. Since 2019 the CPI is up 22% and the RPI 33%, with wages up by a quarter. He looks at how different sectors might be affected such as housebuilding, energy, rail, utilities, defence and retail.
Guest:

Russ Mould


Published: