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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


Published:
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


Published:
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


Published:
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:
Simon Rose

The Financial Outlook for Personal Investors: The key themes shaping returns in 2022

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The key themes shaping returns in 2022
Russ Mould of A J Bell takes Simon Rose through the key themes affecting investors in 2022. Oil, gas and inflation is the first though some forget the oil price has been flat. Interest rates finally moved higher. With the fed so hawkish, the dollar was incredibly strong, at least until the end of the year. It was a year in which cryptocurrencies crumbled and in which the seemingly unstoppable tech sector went into reverse gear.
Guest:

russ mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: Market reaction to decisions by Fed, BoE and ECB

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Market reaction to decisions by Fed, BoE and ECB
Victoria Scholar of Interactive Investor, despite being in a broken-down car in freezing weather, talked to Simon Rose about the latest interest-rate decisions from the Fed, the Bank of England and the ECB. With growth weakening, all three tilted away from a more hawkish position. In the UK, the pound and banks were lower ahead of the MPC's announcement while housebuilders were stronger because interest rate rises might not be as great as they might have been.
Guest:

Victoria Scholar


Published:
Simon Rose

The Financial Outlook for Personal Investors: The economics of football clubs

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The economics of football clubs
With the World Cup in full flow and Manchester United up for sale, Russ Mould of A J Bell looks at the economics of football clubs. Although Man United was worth $78m when it floated in 1991 and is, in theory, set to sell for upwards of $4bn, for investors of late it, and every other club, has proved a poor investment. Russ explains how modern football financing works, pointing out that, in good times, all the money seems to go to the talent.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: What's behind perkier markets? Has Santa come early?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What's behind perkier markets? Has Santa come early?
Victoria Scholar of Interactive Investor talks to Simon Rose about the reasons behind the recent better performance for markets around the world and the recent losses for the dollar. Although the outlook for the UK economy looks fairly bleak at present, it feels – as far as markets are concerned – as if the Santa rally has come early this year.
Guest:

Victoria Scholar


Published:
Simon Rose

The Financial Outlook For Personal Investors: Has Real Estate bottomed?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook For Personal Investors: Has Real Estate bottomed?
Russ Mould of A J Bell explains why interest rates are so important for property and why shares such as Real Estate Investment Trusts fall as the 10-year "risk free" gilt yield goes up. But many are on big discounts to net asset value (which may yet fall of course). Central banks are more worried about deflation than inflation, reckons Russ, and if interest rates are peaking, it may be worth keeping an eye on the sector, bearing in mind that there are many different types of REITS and lots carry a good deal of debt.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook: The Autumn Statement in full

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook: The Autumn Statement in full
If you missed the Chancellor of the Exchequer's Autumn Statement on Thursday 17 November 2022, here's the opportunity to listen to it in full: unabridged and with no interruptions.
Guest:

Jeremy Hunt


Published: