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Programme: The Financial Outlook for Personal Investors
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Simon Rose

The Financial Outlook for Personal Investors: How to invest in AI & energy efficiency

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How to invest in AI & energy efficiency
With AI-chip maker Nvidia surprising the market, Neil Shah of Edison Group looks at ways investors who feel they've missed that particular boat can invest in AI. He singles out as possible AI beneficiaries credit reporter Experian, Ocado and Rightmove and he explains why. But he also looks at the importance of energy efficiency as we head towards Net Zero, highlighting SDCL Energy Efficiency Income Trust, which has gone from a premium to a substantial discount and has a substantial yield.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: What's doing well this year on both sides of the Atlantic?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What's doing well this year on both sides of the Atlantic?
Russ Mould of A J Bell takes a look at what's been driving markets on both sides of the Atlantic. In the US, it's largely been growth stocks with some element of travel as well. In the UK, it's largely been companies like Rolls-Royce, and Marks and Spencer, companies that had seemed very much out of favour at the turn of the year. Many of the best performers are consumer-led stocks, despite cost-of-living pressures. He feels that, in the UK, there's an element of vlue investing with companies like M&S rapidly reducing its debt position. The big question now is, how long can it last?
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: The problems of the media sector and 4Imprint

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The problems of the media sector and 4Imprint
Neil Shah of Edison Group discusses the media sector. While consumers may welcome the end of the online cookie, in the UK only the movie and entertainment sectors are doing well, with most others struggling and hoping to see rising confidence among consumers. Neil, however, discusses one company that has and continues to do well. Based in the US but listed in London, 4Imprint does branded marketing for small businesses. An exceptional business, it's highly efficient, caring and has a tiny market share and, although highly rated, it's deserved.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal investors: Reaction to the BoE's latest interest rate rise

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal investors: Reaction to the BoE's latest interest rate rise
Laith Khalaf of A J Bell talks to Simon Rose about the Bank of England's latest interest rate rise, the 14th in a row, taking it to 5.25%. As he points out, two MPC members wanted to increase it to 5.5%. Laith looks at the BoE's latest inflation forecasts (which will be a relief to the PM) and discusses the ramifications of Fitch downgrading the United States' credit rating. Investors, he says, shouldn't get too caught up in all this but should stick to their knitting and keep a long-term view.
Guest:

Laith Khalaf

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Simon Rose

The Financial Outlook for Personal Investors: Energy Transition & How To Invest As We Head To Net Zero

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Energy Transition & How To Invest As We Head To Net Zero
Andrew Keen of Edison Group discusses energy transition. With the oil and gas companies in long-term structural decline, wind and solar will be the big growth areas while the materials needed are a fascinating area with not enough investment focus. He discusses the trends and some of the problems. However, he points out that it is a complex field and British investors are fortunate that investment trusts can offer a sensible route in, with the fund managers doing the hard work on research.
Guest:

Andrew Keen

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Simon Rose

The Financial Outlook for Personal Investors: Are markets overreacting to the inflation fall?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Are markets overreacting to the inflation fall?
Danni Hewson of A J Bell talks to Simon Rose about the market reaction to this week's fall in inflation, explaining why investors have seemed so euphoric. She discusses the sectors that have been hardest hit – and now are benefitting most – from inflation turning downwards, such as housebuilders, consumer-facing stocks and companies in the hospitality sector.
Guest:

Danni Hewson

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Simon Rose

The Financial Outlook for Personal Investors: Encouraging funds to invest in UK equities

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Encouraging funds to invest in UK equities
Neil Shah of Edison Group discusses the Chancellor's Mansion House speech, particularly the attempt to encourage pension funds and insurance companies to invest in the UK. He gives a shocking example of BT's £37bn pension fund, investing just £100m in UK equities. Neil feels that regulation is forcing too much to go into fixed income and that encouraging but not mandating UK equity investment (including unlisted securities) could make a difference over time.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook For Personal Investors: Are private equity takeovers actually a good thing?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook For Personal Investors: Are private equity takeovers actually a good thing?
In the wake of the buyout of Lookers, Neil Shah of Edison Group considers whether the fact that the UK listed market is steadily being depleted is a bad thing or not? He feels that takeovers by trade buyers or private equity provide a possible exit for investors when the stock market might be underpricing companies and that, without it, investors – particularly in the small- and mid-cap areas – might not see value realised.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: What do investors do in response to inflation & interest rates?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What do investors do in response to inflation & interest rates?
With the Bank of England raising interest rates to 5% and inflation not just remaining stubbornly high but perhaps becoming ingrained, Danni Hewson talks to Simon Rose about what the future holds. Housebuilders, retailers and the hospitality sector are saying consumers are resilient but all indicators point to a recession. Investors should be mindful of the changing economy and may need to rebalance their portfolios. With an election pending, how will the Government react to what is happening?
Guest:

Danni Hewson

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Simon Rose

The Financial Outlook for Personal Investors: Finding compounding companies

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Finding compounding companies
Neil Shah of Edison Group explains to Simon Rose that, as Albert Einstein remarked, compound interest is the eighth Wonder of the World. He discusses two companies that exhibit the same characterics. Games Workshop, with its niche Warhammer figurines has international scalability and over the long term produces a sustained return on equity while DiscoverIE has transformed itself and is another self-sustaining business with free cash flow generation. Compared to their peers, both look to be at a discount and they could be good "buy and forget" investments.
Guest:

Neil Shah

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