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Programme: The Financial Outlook for Personal Investors
Presenter: Simon Rose
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Simon Rose

The Financial Outlook for Personal Investors: The outlook for global stocks and why Labour might revive sterling

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The outlook for global stocks and why Labour might revive sterling
Daniel Casali, chief investment strategist at Evelyn Partners, looks at the outlook for global stocks, where it's been the AI theme that has driven markets, led by the six mega caps. But, unlike the dotcom bubble, there are real earnings here as these companies are generating big profits so the high ratings can be justified. We now need to see how AI will be utilised by businesses. He also explains why sterling could be heading for a revival under Labour, helped by an improved relationship with the EU which, with the Ukraine situation, needs UK military intelligence and equipment. If the pound improves for the right reasons, it could drive up the currently low valuation of the UK stock market.
Guest:

Daniel Casali

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Simon Rose

The Financial Outlook for Personal Investors: AI and Geospatial/Spatial Technology

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: AI and Geospatial/Spatial Technology
Dan Ridsdale, head of technology at Edison Group, looks at the state of play with AI, a structural growth trend, where only the companies on the hardware side stand at a premium. In looking at where the revenue from AI will come, investors need to consider what sort of companies will benefit from its use and which have the best relationships with the AI providers. He also discusses geospatial and spatial technology, an area in which the UK excels. As people are not paying this area of growth enough attention, shares in companies such as 1Spatial are not standing at a premium.
Guest:

Dan Ridsdale

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Simon Rose

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

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 from February 2017: 'This is My Portfolio' with Lord Lee, Share Radio's catchup with FT columnist Lord Lee, author of 'How to Make a Million Slowly'. Early 2017 was an intriguing start to the year for investors, with sterling hitting new lows, driving the stock market to a record high. 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 continue to stand out.
Guest:

Lord Lee

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Simon Rose

The Financial Outlook for Personal Investors: YouGov & Diageo

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: YouGov & Diageo
Neil Shah of Edison Group looks at YouGov whose shares have halved since a recent profit warning. Despite having 15 years of valuable data and with a sound core business, they were on a vulnerable high rating and investors will how need to reassess and reevaluate and it may be some time before the shares are less volatile. Diageo shares have fallen 30% or so this year, partly because of weakness in the Latin America region. It feels like an opportunity to buy into a quality business which can continue to grow market share in sector which has attractive prospects and the company is one with a fabulous record on dividend payouts.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: The BoE, interest rates & the UK market

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The BoE, interest rates & the UK market
Russ Mould of A J Bell wasn't surprised that the Bank of England's Monetary Policy Committee opted for no change in interest rates, though he was surprised that the vote was yet again 7-2. Services inflation is still too high, as is wage growth, for the Bank to be comfortable easing off. He notes that the UK stock market is now worth more than the French, one positive sign. He will be interested to see what the new government does when it comes to planned reforms and the UK market. Have we become too risk-averse?
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Frontier Developments and Dialight

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Frontier Developments and Dialight
Neil Shah of Edison Group discusses two turnaround situations. Video games company Frontier Developments suffered along with the entire sector but its new games are performing well, as is its back catalogue. It is now focusing on its core business and Neil feels it's one to put on the radar and watch. Dialight makes LEDs to be used in challenging environments and is well positioned for growth, with a new management team having a more pragmatic vision. It may also receive a large payout if it triumphs in ongoing legislation.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: How might a new government affect the market?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How might a new government affect the market?
Russ Mould of A J Bell says that markets have traditionally done better under the Conservatives, though they have had longer in power than Labour. While the size of majorities makes no discernible difference, what is important is the macro side and particularly inflation. Since 2019 the CPI is up 22% and the RPI 33%, with wages up by a quarter. He looks at how different sectors might be affected such as housebuilding, energy, rail, utilities, defence and retail.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Hargreaves Lansdown, the UK market & the consumer sector

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Hargreaves Lansdown, the UK market & the consumer sector
Neil Shah of Edison Group thinks the bid for Hargreaves Lansdown is interesting, feeling its prospects and potential growth rate might surprise a sceptical market. He sees there being a change in sentiment around the UK market, feeling that the perception that it is undervalued is being more widely appreciated. He also discusses the consumer sector where, if you look under the bonnet and are willing to go against the grain, there are green shoots, particularly in areas like travel and leisure.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: The General Election & interest rates

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The General Election & interest rates
Russ Mould of A J Bell discusses the General Election call, pointing out that while CPI inflation has almost returned to target, other measures are considerably higher and CPI itself is 26% higher than when Boris Johnson was elected PM. He explains why the markets no longer believe rates will be cut soon and what this means for those shares that are effectively bond proxies, such as utilities. Ever the contrarian, he highlights REITs – a yield and asset play – where some people think there is value and where, perhaps, most of the bad news is already in the price.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: AO World and Renew Holdings

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: AO World and Renew Holdings
Neil Shah of Edison Group discusses the latest changes to his amazingly successful model portfolio The Illuminator. Although still of interest Rolls-Royce and Rightmove are ejected to make room for two newcomers. Online appliance retailer AO World has embarked on a turnaround and its guidance is optimistic, showing a great increase in profitability. Possessing a good balance sheet, they should earn a decent return for shareholders. Renew Holdings is a boring, but worthwhile compounder. It's a market leader in its area of engineering and construction, a fragmented market place. It has a high level of recurring revenue, well-disciplined management and will benefit from UK infrastructure spending. More here: https://www.edisongroup.com/insight/the-illuminator-march-2024/
Guest:

Neil Shah

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