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Simon Rose

The Financial Outlook for Personal Investors: What does the Spring Statement mean for investors?

Simon Rose
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The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What does the Spring Statement mean for investors?
Victoria Scholar, head of investment at Interactive Investor, delves into the Spring Statement, assessing its significance and what the Chancellor is doing to tackle the cost-of-living crisis. While the markets seemed indifferent to the Statement, it is becoming clear that the days of a "floating all boats" market are over. With increased volatility, it is now very much a stockpicker's market.
Guest:

Victoria Scholar

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Simon Rose

The Financial Outlook: Financial Statement 23 March 2022

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook: Financial Statement 23 March 2022
Chancellor Rishi Sunak delivers his statement, unabridged and with no additional comment. Major initiatives include a 5p/litre cut in fuel duty for 12 months, simplification and relief for energy saving home improvements, a doubling of household support via local authorities, a £3,000 increase in the National Insurance threshold, and a promise to cut the basic rate of income tax from 20p/£ to 19p/£ by the next election; plus reform of training, R&D credits and capital-raising.
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Simon Rose

The Financial Outlook for Personal Investors: Why is a central banker like a porcupine in a balloon factory?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why is a central banker like a porcupine in a balloon factory?
Perusing the latest statement from the Bank of England's Monetary Policy Committee, Russ Mould of A J Bell says that central bankers currently resemble porcupines in a balloon factory. For investors, trying to second-guess events is extremely difficult, if not impossible. So they should ensure they are sensibly diversified while trying to avoid heavily-indebted companies, particularly in cylical industries. If your portfolio is keeping you awake at night, says Russ, then you should change it.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: NASDAQ's bear market & Amazon's buyback

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: NASDAQ's bear market & Amazon's buyback
Russ Mould of A J Bell looks at the rally in the NASDAQ and warns that history shows that, even in bear markets, there can be substantial rallies. As he points out, all the problems for the growth stocks that caused the market to fall are still present. He also considers Amazon's buyback plan and stock split, the first time the company has returned cash to investors since its market debut in 1997. Discussing buybacks in general, happening a great deal in the UK at the moment, he cautions investors to see whether the board are also buying into the company.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: The knock-on effects of Ukraine

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The knock-on effects of Ukraine
Russ Mould of A J Bell discusses the knock-on effect on economies and markets of the Russian invasion of Ukraine. Much depends, he says, on whether things stabilise quickly or not. Of all post-war conflicts, he feels the Arab-Israeli War of 1973 could be the most relevant, with its extraordinary impact on energy prices. If there is no rapid solution, then central banks could find themselves battling stagflation with little in their armouries. Investors should aim for a diversified portolio with plenty of exposure to "real stuff", the antithesis of what's worked for the past ten years or more.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: The market reaction to the invasion of Ukraine

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The market reaction to the invasion of Ukraine
Victoria Scholar of Interactive Investor talks to Simon Rose about the startling market movements in the wake of the Russian invasion of Ukraine and why the FTSE is proving more resilient than some. With energy and safe havens in demand, how should investors react and position themselves, with the future so uncertain and events doing nothing to still recent volatility?
Guest:

Victoria Scholar

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Simon Rose

The Financial Outlook for Personal Investors: Inflation and its effect on savings & bonds

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Inflation and its effect on savings & bonds
Laith Khalaf of A J Bell looks at the recent UK inflation numbers and wonders if the Bank of England is right to consider the rise transitory or not. It doesn't bode well for NS&I's new Green Savings Bond, he points out, particularly if savers expect interest rates to keep rising. He discusses whether QE has had an effect on inflation and what is happening in the bond market.
Guest:

Laith Khalaf

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Simon Rose

The Financial Outlook for Personal Investors: The US tech sector, interest rates & the Fed

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The US tech sector, interest rates & the Fed
Victoria Scholar of Interactive Investor assesses the fortunes of some US tech stocks in the news recently, including Peloton, Uber and Disney. With inflation unexpectedly rising again to a 40-year high, she considers what the Federal Reserve might be able to do with its demand-side tools, when many problems are on the supply side of the economy.
Guest:

Victoria Scholar

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Simon Rose

The Financial Outlook for Personal Investors: BoE interest rise & Meta Platforms/Facebook

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: BoE interest rise & Meta Platforms/Facebook
Russ Mould of A J Bell looks at the Bank of England's interest rate rise, noticing how much more hawkish the MPC has become, with 4 members wanting an even bigger hike. Although QE has been brought to an end, he wonders how far the bank can go before something breaks - and similarly the Fed. He also looks at the plunge in Meta Platforms/Facebook shares, wondering where future growth could come from for the company.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: How should investors cope with highly volatile markets?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How should investors cope with highly volatile markets?
Victoria Scholar, head of investment at Interactive Investor, explains why markets are so highly volatile at present, producing the worst start to the year since the financial crisis as QE is about to give way to QT (Quantitative Tightening). She points out that investors should try not to get emotional but to review their portfolio. Indeed, if companies you considered attractive only recently are now much cheaper, perhaps it could prove a bargain-hunting opportunity.
Guest:

Victoria Scholar

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