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The Financial Outlook for Personal Investors: Life and non-life insurance companies

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Life and non-life insurance companies
Russ Mould of A J Bell looks ahead to the full year results of the UK's insurance companies. While a valid short cut could be to think of the life companies in particular as bond proxies, he explains more sophisticated ways of assessing them as investment prospects. He points out that the life companies have some very high yields, but investors must consider if these compensate for the risks and complexities. He also goes through the considerations to mull for the less high-yielding non-life companies.
Guest:

Russ Mould


Published:
Simon Rose

The Bigger Picture: Private space enterprise, NHS hidden waiting lists & Eurozone problems

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Private space enterprise, NHS hidden waiting lists & Eurozone problems
Professor Tim Evans of Middlesex University turns his eyes skyward to marvel at the boom in private space enterprise, with the space industry now worth around $400bn. He finds it a source of optimism, feeling that it will be transformative in the future with great benefit for mankind. He is shocked by research showing that the true NHS waiting list figure is not 7m, which measures people waiting for their first treatment, but something approaching 20m. This, despite the fact that 40% of all government spending goes on the NHS. Lastly, he looks at the financial stresses of the Eurozone, with the Bundesbank losing money and its reserves collapsing. While the Euro may look a success, he says, there are serious fissures and fractures in the system.
Guest:

Professor Tim Evans


Published:
Simon Rose

The Business of Film: Bob Marley One Love, Madame Web, Players & the BAFTAs

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Bob Marley One Love, Madame Web, Players & the BAFTAs
James Cameron-Wilson celebrates UK box office up 89% with Bob Marley: One Love #1 racking up £6.9m. But James was disappointed, finding the biopic a hagiography, a series of vignettes rather than a gripping story. He much preferred Madame Web at #3 with Dakota Johnson in a well-engineered and much more believable and human superhero story than we've been used to of late. Despite other critics, James couldn't recommend it more. Not so Players, an unoriginal romcom on Netflix about playing the field, which he found exasperating and populated with characters with unlimited money and time. He also mentions the BAFTAs praising host David Tennant.
Guest:

James Cameron-Wilson


Published:
Simon Rose

Gadgets & Gizmos: Amazing Sora video, drying out phones & wooden satellites

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Amazing Sora video, drying out phones & wooden satellites
Steve Caplin discusses the amazing advances in AI Sora videos. It transpires that rice is NOT the best way of drying out wet phones. With a shortage of guide dogs, a robot seeing-eye dog is being developed in Glasgow. Clothing impregnated with nanodiamonds could cool you in summer. Japan believes a satellite made of magnolia could be more environmentally friendly than aluminium. Bumpy solar cells are more efficient. Rice filled with fat and muscle could be a cheap high-protein food. Doctors can operate remotely on the International Space Station. And Israeli scientists can – literally – grow a pair.
Guest:

Steve Caplin


Published:
Simon Rose

The Bigger Picture: The Speaker & The Commons, The Post Office Scandal & Alexei Navalny

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: The Speaker & The Commons, The Post Office Scandal & Alexei Navalny
Politicial commentator Mike Indian discusses the uproar in the Commons over Gaza amendments which has damaged Speaker Lindsay Hoyle's hitherto high reputation. Party politics has once more trumped meaningful debate in a world where MPs are increasingly seen as being targets. Mike asks if this was a face-saving exercise for the Labour leadership and assesses what it means for the Speaker. He also returns to the Post Office Horizon Scandal and questions whether public-owned bodies providing key services to the state like the Post Office ought to be run as businesses at all. Lastly, he turns to the death of Russian opposition leader Alexei Navalny. With much of the world turning towards authoritarianism, Mike feels we must cherish and strengthen our democracy.
Guest:

Mike Indian


Published:
Simon Rose

The Financial Outlook for Personal Investors: Rolls-Royce & Pan African Resources

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Rolls-Royce & Pan African Resources
Neil Shah of Edison Group looks at Rolls-Royce in the wake of results showing record profitability and a massive turnaround in the business. It shows, he feels, the importance of leadership with CEO Tufan Erginbilgic able to explain clearly what is happening within a complex business, driving long-term profitability by focussing on the things that matter. He feels there is much further to go with the stock. He also highlights Pan African Resources with a new note on the Edison website. A South African precious metals miner, it is lowly valued compared to its peers and somewhat overlooked. Despite some political risk, it is going in the right direction.
Guest:

Neil Shah


Published:
Simon Rose

The Bigger Picture: Reform UK's policies, Trump's agenda and the rise of fake scientific papers

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Reform UK's policies, Trump's agenda and the rise of fake scientific papers
Rather than rely upon press reports, Professor Tim Evans of Middlesex University delves into Reform UK's policies, finding no evidence of far-right attitudes but instead a mix of old-school Thatcherite ideas with socialist control. He suspects some ideas could be appropriated by other parties. Donald Trump's Agenda 47 baffled him more, being a smorgasbord combining centre-left ideas on welfare with more nationalistic, protectionist policies. By offering something for almost everyone, he may have a broader base than previously. Tim is very concerned about the rise of thousands of fraudulent scientific papers, with 10,000 believed to have been retracted last year alone. This black economy, driven in large part from China, India, Iran and Russia, could prove extremely dangerous in the scientific arena.
Guest:

Professor Tim Evans


Published:
Simon Rose

Gadgets & Gizmos: The US returns to the Moon, Darwin online, safer lithium batteries & Taylor Swift and CPR

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: The US returns to the Moon, Darwin online, safer lithium batteries & Taylor Swift and CPR
Steve Caplin discusses the US returning to the Moon for the first time since 1972, entirely in private hands rather than equipped by NASA. There's an electric rickshaw with a detachable scooter. A top-of-the-ranger mobility scooter has all mod cons. Brian Eno's limited edition turnable is a work of art – but an ugly one. Steve wonders why there's a new portable CD player. Charles Darwin's library is online in its entirety, but dreadfully presented. Lithium batteries could be made far safer, if people are prepared to pay. Taylor Swift's songs could save people from heart attacks. Repeated vaccines should be given in alternate arms. An underwater kite could be the solution to strong wave power. And chocolate could have much less sugar – and more oat flour.
Guest:

Steve Caplin


Published:
Simon Rose

The Business of Film: The Iron Claw, Upgraded & How To Have Sex

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: The Iron Claw, Upgraded & How To Have Sex
James Cameron-Wilson reports that 2023's box office was up 9% at £978m. This week, though, it's down 25% with no new big films. True-life wrestling pic The Iron Claw, with Zac Efron, made only £750,000 at #3 but nothing rings true and James found it dull. With no other new releases other than Peppa's Cinema Party, James turned to Amazon Prime for the romcom Upgraded which, while hardly a true original, he found smart, savvy and very funny. The dialogue zings and he was left with a stupid smile on his face. Not so with How To Have Sex, out for home viewing. This Cannes prizewinner about Brits holidaying in Crete was disturbing, sometimes shocking but authentic and skilfully directed. He was surprised, however, at the 15 certificate.
Guest:

James Cameron-Wilson


Published:
Simon Rose

The Financial Outlook for Personal Investors: The UK's banks

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The UK's banks
Are the banks cheap or are investors right to be wary? With results season upon us, Russ Mould of A J Bell points out how the sector has been underperforming, even though 2023 profits are forecast to be at an all-time high along with cash returns. It may be that investors feel 2023 will be as good as it gets and are wary of the economy's future. But for long-term investors who aren't particularly gloomy about the outlook, while the banks may be plodders, they do provide a decent yield.
Guest:

Russ Mould


Published: