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Simon Rose

The Financial Outlook for Personal Investors: The advantages private investors have over fund managers

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The advantages private investors have over fund managers
Russ Mould, Investment Director of A J Bell, considers the reaction of equity markets to growing concerns about inflation. Having discussed this very possibility here for some time, Russ points out some of the advantages private investors have over fund managers. If they can conquer the Fear Of Missing Out then they not only don't have to follow the herd but don't have to be invested at all. He points out some areas investors could look at if they are concerned about inflation and even suggests one very bold call - commercial real estate.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Are IPOs indicating the end of the boom?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Are IPOs indicating the end of the boom?
Russ Mould, Investment Director of A J Bell, wonders if new floats can help investors determine when the market might turn. He quotes John Brooks writing, "If one fact is glaringly obvious in stock market history, it is that a new issues craze is the last stage of a dangerous boom". Although a few offers ought to warn investors that if it's such a brilliant idea, why are the original investors selling, he does not feel that the UK market is getting IPO-overheated.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Bitcoin, gold and inflation

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Bitcoin, gold and inflation
Russ Mould, Investment Director of A J Bell, looks at Elon Musk's role in the collapse of the price of Bitcoin. He ponders the different behaviours of the cryptocurrency and gold of late, pondering why there has been so little interest in the real metal when it would normally come to the fore with such government and central bank profligacy. He looks at the behaviour of other commodities and discusses where we now are with thoughts on inflation.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Could rising US pay inhibit equity markets?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Could rising US pay inhibit equity markets?
Russ Mould, Investment Director of A J Bell, looks at mounting evidence of wage pressure in the United States. Amazon is taking on 75,000 more workers in the US and Canada but is having to offer double the minimum wage together with a signing-on bonus and health & dental care. While it took two years for US incomes to recover after the Financial Crisis, this time it's only taken eight months. What might the ramifications be for central banks and for markets? Russ advises investors to think about the things people are not talking about rather than what they are and to hunt out intrinsic value.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: The dilemma facing the Fed & Bank of England

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The dilemma facing the Fed & Bank of England
Russ Mould, Investment Director of A J Bell, looks at the rather limited policy options facing the US Federal Reserve and, for similar reasons, the Bank of England. With federal debt mushrooming in 40 years from $1 trilion to $28 trillion and inflation showing signs of returning, what are the Fed's options? Are they right to consider the spike in inflation temporary? What if they are wrong and we return to an inflationary environment after so long with minimal interest rates?
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal investors: How to spot the next round of market winners

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal investors: How to spot the next round of market winners
Russ Mould, Investment Director of A J Bell, applies Sir John Templeton's dictum on the four stages of bull markets to suggest how investors can spot the next round of market winners – and dodge the losers. He compartmentalises the market's sectors into those suffering pessimism, scepticism, euphoria and optimism and suggests how investors might be able to suppress their natural instinct to follow the herd; as Warren Buffett said, "You cannot buy what is popular and do well".
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Investment for Beginners.

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Investment for Beginners.
Why invest? Glen Goodman, with the assistance of Annie Weston, explains why investing makes sense and talks you through the merits of the stock market, in this tenth episode of Share Radio's 'Managing My Money' course. What's the difference between saving and investment? It's all in the risk. They discuss shares, bonds and funds, and which perform best over the long term.
Guests:

Glen Goodman, Annie Weston

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Simon Rose

The Financial Outlook for Personal Investors: Prospects for the UK market 5 years after the Brexit vote

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Prospects for the UK market 5 years after the Brexit vote
Russ Mould, Investment Director of A J Bell, looks at the performance of the UK market in the 5 years since the EU referendum vote, finding its performance poor against all major markets. He feels, however, that might be about to change with aggregate profit estimates being significantly increased in the past three months alone. He is particularly optimistic if growth and inflation surprise on the upside.
Guest:

russ mould

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Simon Rose

The Financial Outlook for Personal Investors: What if Covid DID leak from a lab in Wuhan?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What if Covid DID leak from a lab in Wuhan?
Tim Price, director of Price Value Partners, considers the possible ramifications if it comes to be accepted that Covid-19 originated in a laboratory in Wuhan. Investors should, he feels, weigh the consequences of what - intended or not – would be the worst crime in human history. It would have such an impact on investment, business and political psychology that the only historical analogy that comes to mind is the 1930s. Tim's recommendation for investors? Enjoy the party, but dance near the door.
Guest:

Tim Price

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Simon Rose

The Financial Outlook for Personal Investors: Will commodities soar instead of stocks?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Will commodities soar instead of stocks?
In the light of market reaction to Janet Yellen's comments about inflation, Russ Mould, Investment Director of A J Bell, asks if markets are at a major turning point. If inflation is making a comeback, what would the effect be for equities? Should investors be thinking about real assets rather than paper assets? With, apparently, 41% of US household assets now in the stock market, are equities exhibiting too much exuberence?
Guest:

Russ Mould

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