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Simon Rose

The Financial Outlook for Personal Investors: Rising gilt yields (and why it matters) & Tesco

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Rising gilt yields (and why it matters) & Tesco
Laith Khalaf, Head of Investment Analysis at A J Bell, discusses the recent sharp rise in gilt yields, explaining why it's happening (rising oil and gas prices and a fear of inflation) and why it is important for everyone, not just those with an interest in fixed interest securities. He also looks at the recent results from Tesco, which pleasantly surprised the market, and explains what the retailer is doing right at a time when one of its competitors has been taken over.
Guest:

Laith Khalaf


Published:
Simon Rose

The Financial Outlook for Personal Investors: Are we heading for stagflation and what can investors do?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Are we heading for stagflation and what can investors do?
Russ Mould, Investment Director of A J Bell, looks at the oil and gas crisis, which is affecting many countries, not just the UK. Central bankers are now showing belated signs of being concerned about inflation and possibly even stagflation. With shortages of microchips, fuel, CO2 and even Christmas turkeys, Russ offers advice to investors who may never have experienced a time of stagflation, last seen in the 1970s.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: How serious is Evergrande and are the Fed about to taper?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How serious is Evergrande and are the Fed about to taper?
Laith Khalaf, Head of Investment Analysis at A J Bell, looks at the problems of Chinese property company Evergrande and considers what the financial ramifications are likely to be. With the Federal Reserve hinting that it might begin cutting its pandemic stimulus as early as November, he looks at the popularity of the UK government's first green gilt, which could have been sold ten times over, and the impending arrival of an NS&I green savings bond later this year.
Guest:

Laith Khalaf


Published:
Simon Rose

The Financial Outlook for Personal Investors: The 50th anniversary of the demise of Bretton Woods

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The 50th anniversary of the demise of Bretton Woods
Russ Mould, Investment Director of A J Bell, and a history buff, considers similarities between today's financial environment and the closing of the gold window by President Nixon in 1971, since when the dollar has lost 85% of its purchasing power. He explains why it might make sense to buy toys early for Christmas and why investors might want to pay attention to the level of margin debt in the United States (one of the frothy areas of the market), as it has just dipped for the first time since February 2020.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: Is the monetary punch bowl being withdrawn a little?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Is the monetary punch bowl being withdrawn a little?
Russ Mould, Investment Director of A J Bell, looks at the ECB announcement which includes a slowing down of the rate at which it purchases bonds. Although the Fed is pressing on regardless, there are many instances of other central banks tapping the brake pedal gently. Explaining the confiscatory nature of inflation, he says that investors who disagree with the BoE and Fed that inflation is transitory should shun bonds, keep some cash to hand and look at value stocks and companies with branded pricing power.
Guest:

Russ Mould


Published:
Gavin Oldham

The Financial Outlook for Personal Investors: Why investing in shares needs a much higher profile on TV and Radio

Gavin Oldham
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why investing in shares needs a much higher profile on TV and Radio
Lord John Lee has become a champion for people investing in the stock market over recent years: he's written three books on investing, he's a patron of ShareSoc, the society for individual shareholders in the United Kingdom, and he's now challenging Government, broadcasters and regulators to encourage a much higher profile for investing in shares on TV and radio. Gavin Oldham meets with John to discuss the background to his initiative and his proposals for change; and they go on to consider how customer share ownership can be expanded, how to encourage more active participation in shareholder voting, and how to improve financial education
Guest:

Lord Lee


Published:
Simon Rose

The Financial Outlook for Personal Investors: Sainsbury's & Supermarkets and Paypal & Cryptocurrencies

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Sainsbury's & Supermarkets and Paypal & Cryptocurrencies
Laith Khalaf, head of investment analysis at A J Bell, looks at the rumours of a bid for Sainsbury's. In the light of the bidding for rival supermarket chain Morrison's, he asks whether private investors should rethink their attitude towards the sector. He also looks at a new service from Paypal allowing UK consumers to trade and hold cryptocurrencies. With a potential (not yet offered in Britain) to process crypto transactions between consumers, he wonders if such a transactional facility is any more than just a sales gimmick.
Guest:

Laith Khalaf


Published:
Simon Rose

The Financial Outlook for Personal Investors: The bid for Morrison's and what it means for the market

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The bid for Morrison's and what it means for the market
Russ Mould, Investment Director of A J Bell, looks at the bid for Morrison's, explaining why it is attractive and pointing out how cheap the lacklustre UK market now looks for overseas investors. Although the FTSE 100 Share Index has been mostly immune, that's not the case with the 250. Is the UK now open for foreign takeovers and why are a growing number of companies shying away from listing on the stock market altogether?
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: Is the BoE got right on inflation and calls for UK institutions to invest in infrastructure

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Is the BoE got right on inflation and calls for UK institutions to invest in infrastructure
Laith Khalaf, head of investment analysis at A J Bell, explains why the Bank of England is not about to raise interest rates, despite its forecasts of inflation way about the 2% target. He warns that investors should make sure, however, that they are prepared for higher interest rates. And, in the light of the Prime Minister and Chancellor calling for the institutions to invest in long-term UK projects, he considers why that isn't already happening and what would need to change to make it tempting for them to do so.
Guest:

Laith Khalaf


Published:
Simon Rose

The Financial Outlook for Personal Investors: Lessons to be learned from the results season

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Lessons to be learned from the results season
Russ Mould of A J Bell considers the results season, embracing companies that helped us get through Covid but are fading now and those companies that suffered and which are now speeding ahead. One almost universal constant, though, is the complaint about higher input costs and staff shortages. Whatever central bankers say, inflation is already here and have a big effect. Which companies are going to be least affected by it?
Guest:

Russ Mould


Published: