Share Sounds. from The Financial Outlook for Personal Investors

Podcast Directory

Strand: Share Radio Morning with Sarah Pennells
Programme: The Financial Outlook for Personal Investors
Clear Selection
Simon Rose

The Financial Outlook for Personal Investors: Life and non-life insurance companies

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Life and non-life insurance companies
Russ Mould of A J Bell looks ahead to the full year results of the UK's insurance companies. While a valid short cut could be to think of the life companies in particular as bond proxies, he explains more sophisticated ways of assessing them as investment prospects. He points out that the life companies have some very high yields, but investors must consider if these compensate for the risks and complexities. He also goes through the considerations to mull for the less high-yielding non-life companies.
Guest:

Russ Mould

Published:
Listen
Simon Rose

The Financial Outlook for Personal Investors: Rolls-Royce & Pan African Resources

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Rolls-Royce & Pan African Resources
Neil Shah of Edison Group looks at Rolls-Royce in the wake of results showing record profitability and a massive turnaround in the business. It shows, he feels, the importance of leadership with CEO Tufan Erginbilgic able to explain clearly what is happening within a complex business, driving long-term profitability by focussing on the things that matter. He feels there is much further to go with the stock. He also highlights Pan African Resources with a new note on the Edison website. A South African precious metals miner, it is lowly valued compared to its peers and somewhat overlooked. Despite some political risk, it is going in the right direction.
Guest:

Neil Shah

Published:
Listen
Simon Rose

The Financial Outlook for Personal Investors: The UK's banks

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The UK's banks
Are the banks cheap or are investors right to be wary? With results season upon us, Russ Mould of A J Bell points out how the sector has been underperforming, even though 2023 profits are forecast to be at an all-time high along with cash returns. It may be that investors feel 2023 will be as good as it gets and are wary of the economy's future. But for long-term investors who aren't particularly gloomy about the outlook, while the banks may be plodders, they do provide a decent yield.
Guest:

Russ Mould

Published:
Listen
Simon Rose

The Financial Outlook for Personal Investors: Barratt Developments, Redrow & housebuilders

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Barratt Developments, Redrow & housebuilders
Neil Shah of Edison Group looks at the housebuilding sector in the light of Barratt's bid for Redrow, a deal the market has not looked favourably upon. There is a severe shortage of new housing but it is a difficult time for housebuilders, with difficulties over planning and environmental rules and higher interest rates, Neil feels that the sector is cyclical and that, over the long term, the fundamentals are attractive for investors.
Guest:

Neil Shah

Published:
Listen
Simon Rose

The Financial Outlook for Personal Investors: Examining analysts' picks for 2023

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Examining analysts' picks for 2023
After quickly discussing what he found most interesting about the MPC's decision to hold interest rates, Russ Mould looks at A J Bell's 10th annual examination of analysts' research. He reveals that they are more bullish than ever, with 62% recommending buys and just 7% sells. This, he feels, is reasonable, given the long-term underperformance of the FTSE 100 Index. Pointing out the most popular shares, he also digs into what lies behind an analyst's recommendations and why they're better off not simply following the herd.
Guest:

Russ Mould

Published:
Listen
Simon Rose

The Financial Outlook for Personal Investors: 4imprint & Telecom Plus

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: 4imprint & Telecom Plus
Neil Shah returns to the subject of 4imprint after their year-end update. This well-run company making marketing promotional goods in the US surprised on the upside. Efficient and responsible, they are at a discount to a sensible price. He also looks at Telecom Plus, trading as Utility Warehouse, which provides all your utilities in a single service, using economies of scale to get the best deal for their customers, some of whom become evangelists for the company. This well-positioned business with a good model for growth should continue to expand and has a stickier clientele than the comparison sites.
Guest:

Neil Shah

Published:
Listen
Ed Bowsher

The Financial Outlook: The Big Call - How to pick an ETF

Ed Bowsher
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook: The Big Call - How to pick an ETF
You may have heard recently that it's possible to use ETFs to invest in crypto-currency: but what are ETFs? They're a cheap and simple way to invest in markets. Trouble is, there are more than two thousand listed on the London market alone. So how do you pick the right ones for you and your circumstances? In a '[Big Call' programme originally broadcast on 1st February 2019, Ed Bowsher gets tips on how to do it from two experts in ETF selection: Oliver Smith from IG Smart Portfolios and Hoshang Daronga from Copia Capital.
Guests:

Hoshang Daronga, Oliver Smith

Published:
Listen
Simon Rose

The Financial Outlook for Personal Investors: The outlook for 2024 and Gregg's

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The outlook for 2024 and Gregg's
Neil Shah of Edison Group feels that the bond market has now normalised whch could help the equity market, where many companies have stabilised after a tough year, although he points out that the US market looks peaky. He admires the outstanding quarter year results from Gregg's. The business appears to be in the sweet spot where value is important to customers with a healthy balance sheet and a great management team. It pays a yield but there is still plenty of growth left, although the rating clearly anticipates this.
Guest:

Neil Shah

Published:
Listen
Simon Rose

The Financial Outlook for Personal Investors: The governance checklist investors should use

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The governance checklist investors should use
Russ Mould of A J Bell looks at the stability – or lack of it – of FTSE CEOs compared to football managers, with the former averaging 5.4 years against just 1.5 years. More seriously, he discusses his governance checklist, a fascinating series of questions investors should ask themselves before committing themselves to buying any particular company's shares.
Guest:

Russ Mould

Published:
Listen
Simon Rose

The Financial Outlook for Personal Investors: Themes to watch for 2024

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Themes to watch for 2024
Russ Mould of A J Bell suggests the themes investors should watch out for in 2024. Equity markets seem optimistic while the gilts market – with an inverted yield curve – suggests a recession is likely and the commodity markets seem completely confused. Debt, however, is the biggest issue in the world, creating a headache for central banks. China, France and, soon, the US will all be using 20% of tax income for meeting interest costs. Scary enough in itself, if there's a recession, tax income will drop while welfare payments will soar. In summary, whatever has driven the markets in the past 10 years may not work for the 10 years, but there will always be opportunities.
Guest:

Russ Mould

Published:
Listen

© 2024 Share Radio: as from Friday 5th May 2017 when Share Radio went 100% online, the station, together with its sister channel Share Music, operate as part of Share Premium Ltd, which is registered in England, no. 10446463 VAT Regn. 267624772. 

Web Design Agency - Zebedee