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The Financial Outlook for Personal Investors: The dividend outlook for the FTSE 100

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The dividend outlook for the FTSE 100
Russ Mould of A J Bell has been crunching dividend numbers for the FTSE 100 index. Dividend forecasts for this year and next have fallen 10% over the past year and the jump in interest rates means that there is now more competition for investors' money. However, the market is expecting rate cuts and investors should remember that while fixed income is just that – fixed – companies can grow their dividends over time, with share prices adjusting as the dividends rise. Including extras such as buybacks (closed to private investors), the FTSE yields 6.9% and dividend cover is a decent 2.2 times. And while the market still seems undervalued, takeovers of UK companies (often smaller ones) by foreign buyers continue apace.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: Why the UK market is cheap and Natwest Bank

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why the UK market is cheap and Natwest Bank
Neil Shah of Edison Group explains why the UK market is extremely cheap internationally, which is why we are seeing companies being bought out. He says that domestic investors should not give up hope. Given that many large UK companies have substantial foreign interests, you can get foreign exposure more cheaply, while investment trusts have further attractions. As the Chancellor has said that the government's stake in NatWest will be sold down, Neil explains how to judge if it is worth buying into the bank when it happens.
Guest:

Neil Shah


Published:
Simon Rose

The Bigger Picture: Autumn Statement, net migration, the Covid inquiry and Labour's strategy for government

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Autumn Statement, net migration, the Covid inquiry and Labour's strategy for government
Political commentator Mike Indian assesses the Autumn Statement now that the dust has settled. It is clear that the public finances are in a dire state, which will give an interesting economic inheritance for any Labour government. He also looks at the issue of net migration, wondering if a cap is the right thing and whether it will lead to public discontent as in other countries. He considers the state of the Covid inquiry, feeling that a more rapid assessment of how to respond to a future pandemic is also needed. And he talks about Labour's strategy for a future government, such as it is.
Guest:

Mike Indian


Published:
Simon Rose

The Business of Film: Napoleon, Wish & Nyad

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Napoleon, Wish & Nyad
James Cameron-Wilson assesses Ridley Scott's Napoleon, #1 with a take of £5.2m. Despite being 158m, he felt it cantered too rapidly through 32 years of Napoleon's life, as played by Joaquin Phoenix. However, the battle scenes are amazing, if gory, and he loved Martin Phipps's score. Shame about the longueurs. Disney's new U-certificate animation, Wish, is #3 with only £2.4m but such things are often slow starts and around for a long time. James also discussed true story Nyad, on Netflix, about a retired 60-year-old marathon swimmer who undertakes a crazy challenge. Sadly, despite Annette Bening, he found it uninspiring and unbelievable while the script was more DIRE-log than dialogue.
Guest:

James Cameron-Wilson


Published:
Simon Rose

Gadgets & Gizmos: Wearable stethoscopes, phasing out DAB & Deliveroo and electronics

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Wearable stethoscopes, phasing out DAB & Deliveroo and electronics
Steve Caplin delves into the world of tech. Sitting in traffic really does raise your blood pressure, it transpires. A wearable stethosope is being developed, as is a pill that can track your vital signs. Curtains could prove the answer to stopping superbugs being transmitted in hospitals. DAB is being phased out in favour of DAB+ and users need to be careful about buying second-hand radios. Kodak are producing a bizarre camera using Super 8 film. The Swiss have developed a machine for creating giant stone walls. Deliveroo are to add electronics then Screwfix and Boots to the things they'll bring. And the first disabled astronaut may be grounded beause his prosthetic leg could poison the air on the International Space Station.
Guest:

Steve Caplin


Published:
Simon Rose

The Bigger Picture: Is the Autumn Statement a suicide note, Argentina & anarcho-capitalism and could the UK get PR?

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Is the Autumn Statement a suicide note, Argentina & anarcho-capitalism and could the UK get PR?
Professor Tim Evans of Middlesex University thnks that the Autumn Statement is one of the final suicide notes of this administration. Examining the small print reveals the biggest drop in living standards since records began in the 1950s and the big picture is bleak. He even wonders whether the Conservatives may soon no longer be seen as the natural party of government. He is fascinated by the success of anarcho-capitalist Javier Milei in Argentina and wonders how many of his ideas he will be able to enact. And he looks ahead to the next election, He feels that, if there's a hung parliament, the LibDems may yet get proportional representation which could hugely benefit Nigel Farage.
Guest:

Professor Tim Evans


Published:
Simon Rose

The Business of Film: Hunger Games 5, Saltburn, Skylight & The Killer

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Hunger Games 5, Saltburn, Skylight & The Killer
James Cameron-Wilson found Hunger Games: The Ballad of Songbirds & Snakes confusing and poorly made, though the new #1 helped box office rise 54% with a £5.4m take. Nor was he as enthusiastic as many critics about Saltburn, Emerald Fennell's darkly comic tale of aristocratic mayhem, though he did like Rosamund Pike's and Richard E Grant's performances, as well as the score. However, he loved the new NT Live screening of David Hare's play Skylight with Carey Mulligan and Bill Nighy, which he found insightful, funny and profound. On Netflix, he recommends David Fincher's procedural The Killer with Michael Fassbinder, which is beautifully filmed and very clever.
Guest:

James Cameron-Wilson


Published:
Simon Rose

Gadgets & Gizmos: Sam Altman & OpenAI, Microsoft's Azure avatars, eating shipworms & a walking app

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Sam Altman & OpenAI, Microsoft's Azure avatars, eating shipworms & a walking app
Steve Caplin takes Simon Rose through the drama of OpenAI's Sam Altman being sacked and then reinstated. Microsoft have an animated avatar that may make deepfakes even easier. Shipworms, which eat wooden boats, could be cultivated to be a fish substitute as a solution to overfishing. The Slow Ways walking app should benefits walkers everywhere, rural and urban. Logitech have produced an impressive articulating webcam. And, because they can, the US Marine Corps have created a robot dog with an anti-tank rocket launcher.
Guest:

Steve Caplin


Published:
Simon Rose

The Financial Outlook for Personal Investors: Follow the fundamentals, not politicians or index changes

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Follow the fundamentals, not politicians or index changes
Russ Mould of A J Bell says investors shouldn't get too excited by things like the Autumn Statement given that the government may change in less than a year, that if it was easy to pull a lever and energise the economy it would have been done by now and that the government and the Bank of England seem to be pulling in different directions. With changes imminent, he looks at the FTSE 100-Share Index. Who's in or out really doesn't make that much differnce and is far less important in the long-run than the fundamentals. Only 26 companies have survived over the index's 40-year history.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: Is the UK market too cheap and how M&S has transformed itself

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Is the UK market too cheap and how M&S has transformed itself
Neil Shah of Edison Group says that the UK market continues to look cheap, noting that bid activity is picking up. He hopes that the Autumn Statement from the Chancellor will contain something like changes in the ISA rules to encourage greater investment in UK equities. He also looks at the way in which the transformation set in train at Marks & Spencer 4 or 5 years ago to create a more nimble business is now bearing fruit. He feels there's still some way to go.
Guest:

Neil Shah


Published: