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Simon Rose

The Financial Outlook for Personal Investors: If the market is in a bubble, what stage are we at?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: If the market is in a bubble, what stage are we at?
Russ Mould, Investment Director of A J Bell, asks whether markets are currently in a bubble. If they are, what are the various stages common to bubbles over the years and the centuries and what stage have we reached? For those investors concerned we ARE now in bubble territory, what are the options? And, as an aside, why do the regulations (and blame) always concentrate on short selling and not the overenthusiastic buying that drives the bubble in the first place?
Guest:

Russ Mould

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Simon Rose

The Financial Outlook: Which Chancellors have been the best friends of the markets?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook: Which Chancellors have been the best friends of the markets?
Russ Mould, investment director of A J Bell, has crunched the numbers to ascertain which Chancellors of the Exchequer have presided over the biggest rise int he All-Share Index and those who have been the most costly. He stresses the important of accounting for inflation, which changes the picture somewhat and reiterates just how important the current debate over whether inflation is returning could be to the safety of investors' portfolios.
Guest:

Russ Mould

Published:
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Simon Rose

The Financial Outlook for Personal Investors: Have bonds finally reached their tipping point?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Have bonds finally reached their tipping point?
Russ Mould, Investment Director of A J Bell, highlights the current danger in bonds. After a bull run lasting over three decades, are there signs that the end is nigh? Gilt yields are rising, most quickly in some outlying markets and there are signs inflation might soon be beginning to simmer. And if this is the end of an extraordinary period, what might it mean for the equity market?
Guest:

Russ Mould

Published:
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Simon Rose

The Financial Outlook for Personal Investors: Can miners restore the FTSE yield and is inflation returning?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Can miners restore the FTSE yield and is inflation returning?
Russ Mould, Investment Director of A J Bell asks whether, in the light of the increase in mining company dividends, the miners can dig the FTSE 100 out of its dividend hole, particularly given the cautious dividend stance exhibited by Barclays. He discusses the cyclical nature of the mining sector and wonders if its strength, and the strength of so many commodities, might be an indicator of inflation expectations.
Guest:

Russ Mould

Published:
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Simon Rose

The Financial Outlook for Personal Investors: Markets over one year of Covid and the inflation debate

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Markets over one year of Covid and the inflation debate
Russ Mould, Investment Director of A J Bell, takes a look back at the markets to see how they have behaved over the year since they first reacted to the approach of the virus. He compares and contrasts the behaviour of stocks sectors and countries before and after Pfizer Monday in November. He believes that investors should consider the current debate over whether inflation is about to return and readjust their portfolio if they do think it's on the way back.
Guest:

Russ Mould

Published:
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Simon Rose

The Financial Outlook for Personal Investors: Why cash has been the wrong way to save in the past decade

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why cash has been the wrong way to save in the past decade
Russ Mould of A J Bell chews over research that shows how poorly Cash ISAs have performed over the past 10 years compared to being invested in the stock market. He discusses financial repression and the insouciant attitude of central banks towards the possible return of inflation. He also looks at analysis of UK investors in GameStop, showing that half of them were under 30 and that 92% of them were men.
Guest:

Russ Mould

Published:
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Simon Rose

The Financial Outlook for Personal Investors: GameStop, meme stocks and Reddit investing

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: GameStop, meme stocks and Reddit investing
Russ Mould, Investment Director of A J Bell, looks at the recent frenzied buying of heavily shorted shares such as GameStop by retail investors, using Reddit as an information exchange. Causing severe problems for some short-selling hedge funds and attracting the attention of the American regulatory authorities, he points out possible pitfalls and suggests some questions investors should ask themselves before even thinking of participating.
Guest:

Russ Mould

Published:
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Simon Rose

The Financial Outlook for Personal Investors: Boardroom diversity, M&A activity & restored dividends

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Boardroom diversity, M&A activity & restored dividends
Russ Mould, investment director of A J Bell, uses the arrival of Jette Nygaard-Andersen at the helm of Entain to examine the current state of diversity in top UK boardrooms. He wonders whether recent M&A activity could tell us anything about the current valuation of shares. And he celebrates the restoration of dividend payments from several companies and asks whether this will help to support the market.
Guest:

Russ Mould

Published:
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Simon Rose

The Financial Outlook for Personal Investors: When will the bull market end?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: When will the bull market end?
Russ Mould of A J Bell asks the all-important question: when will the bull market end? What's keeping it going and what could take liquidity away from it? Russ believes investors should keep their eye on IPOs and other capital raisings, which could be a sign of froth at the top of the market. And while the UK has some catching-up to do and is still relatively cheap, he does not believe that UK stocks would be immune if markets took a tumble elsewhere.
Guest:

Russ Mould

Published:
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Simon Rose

The Financial Outlook for Personal Investors: Is inflation going to make a comeback?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Is inflation going to make a comeback?
In the first of a new weekly programme on Share Radio, Russ Mould, Investment Director of A J Bell, looks at the world of investment from a UK perspective. With markets and commodities buoyant despite the worldwide pandemic, Russ asks when or whether the money supporting them will run out. He wonders whether inflation will return seriously for the first time in decades and, if so, how investors might need to rethink their porfolios. And he asks if investors should treat Bitcoin seriously.
Guest:

Russ Mould

Published:
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