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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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Simon Rose

The Business of Film: Speak No Evil, Lee & The Critic

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Speak No Evil, Lee & The Critic
James Cameron-Wilson tells Simon Rose that box office is down 21%, with Beetlejuice Beetlejuice still #1. #2 is the James McAvoy thriller of manners Speak No Evil which James praised highly while advising cinemagoers to avoid the trailer. Kate Winslet stars in passion project Lee (#3) about WW2 photojournalist Lee Miller. While she is brilliant and the film looks amazing, the story is so slow paced and conventionally told James had trouble keeping his eyes open. And while he enjoyed Ian McKellen's performance in the 1930s-set The Critic (#7), he found it improbable, flat, leaden and lacking in humour as well, as too often these days, much too dark.
Guest:

James Cameron-Wilson

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Simon Rose

The Bigger Picture: Sue Gray's salary & Starmer's freebies, the LibDem conference and the nation's health

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Sue Gray's salary & Starmer's freebies, the LibDem conference and the nation's health
Political commentator Mike Indian discusses the increase in salary of Downing Street Chief of Staff Sue Gray to £170,000, £3,000 more than the PM. Only time will tell how valuable her role is. Given Labour's attack on sleaze when in opposition, how serious are the revelations about freebies given to Keir Starmer and other politicians? What do donors expect in return? Mike also discusses the optimism of the LibDem conference. But they aren't a cohesive parliamentary group yet and are very much a party of southern England. And he looks at the Darzi review into the NHS. What could reforms look like and how can Labour seriously reduce the number of people who are off work sick?
Guest:

Mike Indian

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Simon Rose

Gadgets & Gizmos: Holographic doctors, peelable paint & the IgNobel prizes

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Holographic doctors, peelable paint & the IgNobel prizes
Steve Caplin explains how patients in rural America can now consult specialists using holographs. There's a less intrusive brain-to-computer interface. Scientists have found a way to help the voiceless speak. A car, unstable at high speeds, can expand its wheels to go faster. A new paint can be peeled off. A novel phone alarm makes sure you get out of bed. People are getting mules to do their exercising for them. And Steve reveals some of the most interesting entries for this years IgNobel Prize.
Guest:

Steve Caplin

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Simon Rose

The Bigger Picture: Starmer's trap for the Tories, Labour's private housing & the AI revolution

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Starmer's trap for the Tories, Labour's private housing & the AI revolution
Professor Tim Evans of Middlesex University says that Labour, beginning with the means testing of the winter fuel payment, has moved to the right of the Conservatives and begun a barrage of welfare cuts. He believes the Tories have fallen into Starmer's trap and do not know how to react; they need a more sophisticated approach to opposition. He discusses how Labour intend to drive growth with a housebuilding spurt but will central planning work? And he marvels at the inflexion point that is AI, particularly withthe news that AI will be able to detect early signs of over 1,000 diseases.
Guest:

Professor Tim Evans

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Simon Rose

The Business of Film: Beetlejuice Beetlejuice, Firebrand & Robin & the Hoods

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Beetlejuice Beetlejuice, Firebrand & Robin & the Hoods
Box office is up 47%, says James Cameron-Wilson, helped by the 36-years-on Tim Burton sequel to Beetlejuice called Beetlejuice Beetlejuice. Still with Michael Keaton and Winona Ryder, James found it laugh-out-loud funny and wildly imaginative with amazing production design. At #10 is the oddly-titled Firebrand, the story of Catherine Parr (Alicia Vikander) and Henry VIII (Jude Law), which is fascinating to history buffs, if a little uncinematic. However, Robin and the Hoods on Sky Movies, a children's fantasy, was, despite an enjoyable screenplay, embarrassingly bad.
Guest:

James Cameron-Wilson

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Simon Rose

Gadgets & Gizmos: Curing wrinkles with fish guts, remote control endoscopies & the iPhone 16

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Curing wrinkles with fish guts, remote control endoscopies & the iPhone 16
Tech maven Steve Caplin says that South Korean scientists have discovered that fish guts can inhibit the effects of ageing. Swiss doctors performed a remote endoscopy on a pig in Hong Kong. Tartrazine can make skin transparent. Apple's new iPhone will appeal particularly to those keen on photography and has clever new auto-generated emojis. There's a keenly-priced new photography drone. Honda are making a foldable generator which will either charge your EV or turn into a mini motorbike. And the World Heath Organisation have proven that there really is no link between mobile phones and cancer.
Guest:

Steve Caplin

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Simon Rose

The Financial Outlook for Personal Investors: Why so many gold miners are being bid for

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why so many gold miners are being bid for
In the wake of the AngloGold Ashanti bid for Centamin at 1.7x price/book value, Russ Mould of A J Bell explains why so many gold miners are being bid for. Russ points out that gold mining shares are at an all-time low compared to the gold price. And gold itself is no more expensive relative to equities than it was when Richard Nixon took the dollar off the gold standard. Combined with the fact that utiities are the top US performing sector, perhaps it indicates that, after 16 years of an extreme monetary exeriment, investors are expecting something nasty to crawl out of the woodwork.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Rightmove & Barratt Developments

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Rightmove & Barratt Developments
Neil Shah of Edison Group takes a look at two housing-related stocks. Rightmove has surged on talk of a bid. It's a jewel of a stock with something like 80% of the online estate agency market. This shows yet again how overseas investors consider the UK market undervalued. Neil believes Rightmove's model has amazing potential for AI. He also discusses Barratt Developments, which has just produced a tough set of full year results with profits down 75%. However, the mood music for the future is much more positive and there's a bit of a turnaround. While there's uncertainty over what the Budget will bring, Labour's desire to ramp up housebuilding could see them well placed.
Guest:

Neil Shah

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