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The Financial Outlook for Personal Investors: Are IPOs indicating the end of the boom?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Are IPOs indicating the end of the boom?
Russ Mould, Investment Director of A J Bell, wonders if new floats can help investors determine when the market might turn. He quotes John Brooks writing, "If one fact is glaringly obvious in stock market history, it is that a new issues craze is the last stage of a dangerous boom". Although a few offers ought to warn investors that if it's such a brilliant idea, why are the original investors selling, he does not feel that the UK market is getting IPO-overheated.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: What if Covid DID leak from a lab in Wuhan?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What if Covid DID leak from a lab in Wuhan?
Tim Price, director of Price Value Partners, considers the possible ramifications if it comes to be accepted that Covid-19 originated in a laboratory in Wuhan. Investors should, he feels, weigh the consequences of what - intended or not – would be the worst crime in human history. It would have such an impact on investment, business and political psychology that the only historical analogy that comes to mind is the 1930s. Tim's recommendation for investors? Enjoy the party, but dance near the door.
Guest:

Tim Price

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Simon Rose

The Financial Outlook for Personal Investors: Could rising US pay inhibit equity markets?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Could rising US pay inhibit equity markets?
Russ Mould, Investment Director of A J Bell, looks at mounting evidence of wage pressure in the United States. Amazon is taking on 75,000 more workers in the US and Canada but is having to offer double the minimum wage together with a signing-on bonus and health & dental care. While it took two years for US incomes to recover after the Financial Crisis, this time it's only taken eight months. What might the ramifications be for central banks and for markets? Russ advises investors to think about the things people are not talking about rather than what they are and to hunt out intrinsic value.
Guest:

Russ Mould

Published:
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Simon Rose

The Financial Outlook for Personal Investors: Bitcoin, gold and inflation

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Bitcoin, gold and inflation
Russ Mould, Investment Director of A J Bell, looks at Elon Musk's role in the collapse of the price of Bitcoin. He ponders the different behaviours of the cryptocurrency and gold of late, pondering why there has been so little interest in the real metal when it would normally come to the fore with such government and central bank profligacy. He looks at the behaviour of other commodities and discusses where we now are with thoughts on inflation.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: The advantages private investors have over fund managers

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The advantages private investors have over fund managers
Russ Mould, Investment Director of A J Bell, considers the reaction of equity markets to growing concerns about inflation. Having discussed this very possibility here for some time, Russ points out some of the advantages private investors have over fund managers. If they can conquer the Fear Of Missing Out then they not only don't have to follow the herd but don't have to be invested at all. He points out some areas investors could look at if they are concerned about inflation and even suggests one very bold call - commercial real estate.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Will commodities soar instead of stocks?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Will commodities soar instead of stocks?
In the light of market reaction to Janet Yellen's comments about inflation, Russ Mould, Investment Director of A J Bell, asks if markets are at a major turning point. If inflation is making a comeback, what would the effect be for equities? Should investors be thinking about real assets rather than paper assets? With, apparently, 41% of US household assets now in the stock market, are equities exhibiting too much exuberence?
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal investors: How to spot the next round of market winners

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal investors: How to spot the next round of market winners
Russ Mould, Investment Director of A J Bell, applies Sir John Templeton's dictum on the four stages of bull markets to suggest how investors can spot the next round of market winners – and dodge the losers. He compartmentalises the market's sectors into those suffering pessimism, scepticism, euphoria and optimism and suggests how investors might be able to suppress their natural instinct to follow the herd; as Warren Buffett said, "You cannot buy what is popular and do well".
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Why is the UK great at starting tech but bad at keeping it?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why is the UK great at starting tech but bad at keeping it?
In the light of the announcement that semiconductor company Alphawave IP is going to seek an IPO, Russ Mould – Investment Director of A J Bell – asks what the prospects are in the light of the Deliveroo disaster. And he ponders why Britain is so good at starting tech companies and yet so bad at keeping them long enough for them to grow into giants.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Where will the FTSE go now?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Where will the FTSE go now?
Russ Mould, Investment Director at A J Bell, marvels at the recovery of the FTSE to a higher level than it stood before the pandemic hit the UK. But how secure is its current level and where will it go from here? Now with a 3.5% yield and dividends growing rapidly, Russ assesses the FTSE's growth prospects and says that your outlook will be coloured by whether you feel the UK is out of the pandemic woods yet or not.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Why trend-following may trump fundamental analysis

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why trend-following may trump fundamental analysis
Tim Price of Private Value Partners explains why he thinks technical analysis - particularly trend-following - may be a more useful discipline than fundamental analysis. He recounts the anecdote of the true-life counterparts of the film Trading Places, with so-called novice investors, called "turtles", taught an investment system, with many of them becoming hugely successful. He points out the downside of index investing and believes that the early warning of problems with the world's burgeoning debts may first be seen in the foreign exchange markets, which central banks are not big enough to control.
Guest:

Tim Price

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