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Simon Rose

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

Simon Rose
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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: Are private equity takeovers actually a good thing?

Simon Rose
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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: Does oil present an investment opportunity?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Does oil present an investment opportunity?
Russ Mould of A J Bell, ever the contrarian, finds oil of interest because it is currently viewed so negatively. But he points out that, while supply is not growing, the world is still addicted to the stuff and that if demand keeps growing, it must have an effect on the price. For interested investors, he suggests sticking to the majors, a specialist fund or passive instrument, or a combination without going overboard. He also gives us advice from Benjamin Graham: The best investment returns are reaped by realists who buy from pessimists and sell to optimists.
Guest:

Russ Mould

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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: 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: 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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Vicky Sayers

The Financial Outlook for Personal Investors: Is money still a man’s prerogative?

Vicky Sayers
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Is money still a man’s prerogative?
Since the suffragette movement, women have had to work hard to gain autonomy in what was once very much “a man’s world”; and when it comes to finances, women are yet to achieve equality. Vicky Sayers is joined by Tamara Gillan, founder of the WealthiHer Network: created to inspire and empower women to grow and protect their wealth. They discuss the continuing economic inequality of the sexes, and the initiatives put in place by the WealthiHer Network to work towards equality. https://www.wealthihernetwork.com/ originally recorded 20 March 2020
Guest:

Tamara Gillan

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Simon Rose

The Financial Outlook for Personal Investors: Market overview, Topps Tiles & Gregg's

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Market overview, Topps Tiles & Gregg's
Neil Shah of Edison Group talks to Simon Rose about the general state of the markets, where the US and UK are lagging Europe and parts of Asia. The UK is held back by an absence of decent growth while investors are nervous of a possible American recession, deflation and banking problems. In the UK, though, there are always going to be interesting companies able to react to difficult conditions and Neil highlights what is happening at Topps Tiles and Gregg's.
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: 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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