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Programme: The Financial Outlook for Personal Investors
Presenter: Simon Rose
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The Financial Outlook for Personal Investors: The UK Budget & market nervousness over the banks

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The UK Budget & market nervousness over the banks
Russ Mould of A JBell thinks Jeremy Hunt delivering the Budget did his best with a weak hand. Essentially, there is no money when the national interest bill is £100bn. Market nervousness about contagion from SVB and Credit Suisse Russ puts down to money being cheap for far too long. It has meant that too many people have done risky, silly things. Nervous investors should remember the basics, sticking to disciplined companies with sound management. He also wonders if 5% is the new 17%.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: UK economic indicators & the hawkish Fed Chair

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: UK economic indicators & the hawkish Fed Chair
Victoria Scholar of Interactive Investor looks at some of the recent indicators giving a guide to the state of the UK economy, including the Halifax house price index and the RICS's house price balance. She also looks at the recent retail sales numbers and KPMG's jobs market report. But the big driver of the market this week has been the hawkish testimony to Congress of Fed Chairman Jay Powell.
Guest:

Victoria Scholar

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Simon Rose

The Financial Outlook for Personal Investors: Persimmon & the housebuilding sector

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Persimmon & the housebuilding sector
Russ Mould of A J Bell looks at the results of Persimmon, the latest company offering a paper yield higher than 10% that turned out to be illusory. That the share price didn't fall further on terrible results shows that the market was ahead of the game. Russ looks at the sector as a whole. Some builders are trading at a discount to book value and sentiment will turn at some stage. But housebuilders are likely to be volatile and potential investors will have to be very brave.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Rolls-Royce, BAE, Heathrow, WPP & Rio Tinto

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Rolls-Royce, BAE, Heathrow, WPP & Rio Tinto
Victoria Scholar of Interactive Investor explains why supermarkets are rationing some fruit and vegetables. She also looks at results from Rolls-Royce, the first under its new CEO, as well as from BAE Systems (increasing its dividend), Heathrow Airport, where business is picking up less quickly than hoped for, advertising giant WPP and miner Rio Tino, which has slashed its dividend.
Guest:

victoria scholar

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Simon Rose

The Financial Outlook for Personal Investors: Barclays, Standard Chartered & the banking sector

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Barclays, Standard Chartered & the banking sector
Russ Mould of A J Bell takes a look at the banking sector. He points out that there are many similarities in the results from Barclays and Standard Chartered, with both showing the highest profits and dividends for some time. However, the market has reacted very differently, with Barclays punished and Standard boosted. He also discusses why banks might be being criticised by MPs and others for still squeezing savers.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: A rate rise & market reaction to Rishi's 100 days

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: A rate rise & market reaction to Rishi's 100 days
Russ Mould of A J Bell looks at the MPC's decision to increase rates to 4%, the highest since 2008. Is it doing the right thing? He has crunched the numbers to reveal that the All Share has risen 11.5% during Sunak's 100 days as PM, second only to the rise when Edward Heath entered Number Ten (15.4%) and slightly ahead of Tony Blair (10.1%).
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Tech sector news and prospects

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Tech sector news and prospects
Victoria Scholar of Interactive Investor updates Simon Rose on the latest news from the tech sector. Tesla's shares jumped on strong earnings, Microsoft had mixed results and Netflix performed better than expected. She discusses the figures and explains that, although 2022's woes for tech shares may have been overdone, investors in the sector in 2023 are still likely to be in for a bumpy ride.
Guest:

Victoria Scholar

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Simon Rose

The Financial Outlook for Personal Investors: My Portfolio with Lord Lee — The long view (REPLAY)

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: My Portfolio with Lord Lee — The long view (REPLAY)
Simon Rose takes a well-earned break this week, so we bring you his interview with Lord Lee, author of 'How to Make a Million Slowly', as recorded nearly six years ago. At that time, 1 February 2017, it had been an intriguing start to the year for investors with sterling hitting new lows, driving the stockmarket to a record high. Lord Lee cautioned that forecasting the future direction of markets is a tricky business but for investors who maintain a long term view, the importance of growing dividends and hard assets continues to stand out.
Guest:

Lord Lee

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Simon Rose

The Financial Outlook for Personal Investors: Did retailers have a happy Christmas?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Did retailers have a happy Christmas?
Richard Hunter of Interactive Investor discusses how the festive season went for retailers with Simon Rose. Despite the gloomy picture of consumers reigning in spending, the picture emerging from the high street over the most important period of the year is much more positive, with the likes of Next, Sainsbury's, Marks and particularly JD Sports, doing well. What happens in the next few weeks on the interest rate and inflation front, however, will prove very important for the sector.
Guest:

Richard Hunter

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Simon Rose

The Financial Outlook for Personal Investors: 5 Key Trends for 2023

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: 5 Key Trends for 2023
Russ Mould of A J Bell tells Simon Rose of the 5 key trends he thinks investors should keep an eye on in 2023. The inverted yield curve in the US could indicate a recession. 2-year government bonds often lead monetary policy; will central banks stay tough? Commodity prices could have further to go if inflation is not conquered. And the semiconductor and transport sectors both serve as excellent leading indicators of economic activity.
Guest:

Russ Mould

Published:
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