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Simon Rose

The Financial Outlook for Personal Investors: Outperforming the FTSE 8 times & investing in AI

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Outperforming the FTSE 8 times & investing in AI
Neil Shah of Edison Group discusses his model portfolio The Illuminator which, sticking to certain parameters, has outperformed the FTSE 100 Index over 8 times since it started in 2008. He explains how it works, what's in it and reveals that, from January, it will be freely available to all. He also discusses an insightful interview with Polar Capital Technology Trust's Alastair Unwin. It reveals that the trust has pivoted to a 75% investment in AI and associated companies. Just 25 minutes long, investors can see it here: https://www.edisongroup.com/edison-tv/delving-into-ai-with-polar-capitals-alastair-unwin/33029/
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: The dividend outlook for the FTSE 100

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The dividend outlook for the FTSE 100
Russ Mould of A J Bell has been crunching dividend numbers for the FTSE 100 index. Dividend forecasts for this year and next have fallen 10% over the past year and the jump in interest rates means that there is now more competition for investors' money. However, the market is expecting rate cuts and investors should remember that while fixed income is just that – fixed – companies can grow their dividends over time, with share prices adjusting as the dividends rise. Including extras such as buybacks (closed to private investors), the FTSE yields 6.9% and dividend cover is a decent 2.2 times. And while the market still seems undervalued, takeovers of UK companies (often smaller ones) by foreign buyers continue apace.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Why the UK market is cheap and Natwest Bank

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why the UK market is cheap and Natwest Bank
Neil Shah of Edison Group explains why the UK market is extremely cheap internationally, which is why we are seeing companies being bought out. He says that domestic investors should not give up hope. Given that many large UK companies have substantial foreign interests, you can get foreign exposure more cheaply, while investment trusts have further attractions. As the Chancellor has said that the government's stake in NatWest will be sold down, Neil explains how to judge if it is worth buying into the bank when it happens.
Guest:

Neil Shah

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Gavin Oldham

The Financial Outlook: The Autumn Statement 2023

Gavin Oldham
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook: The Autumn Statement 2023
On Wednesday 22nd November '23 Chancellor of the Exchequer Jeremy Hunt delivered his Autumn Statement to the House of Commons, focused on restoring UK economic growth. This is his full, unabridged speech as delivered, without commentary.
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Simon Rose

The Financial Outlook for Personal Investors: Follow the fundamentals, not politicians or index changes

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Follow the fundamentals, not politicians or index changes
Russ Mould of A J Bell says investors shouldn't get too excited by things like the Autumn Statement given that the government may change in less than a year, that if it was easy to pull a lever and energise the economy it would have been done by now and that the government and the Bank of England seem to be pulling in different directions. With changes imminent, he looks at the FTSE 100-Share Index. Who's in or out really doesn't make that much differnce and is far less important in the long-run than the fundamentals. Only 26 companies have survived over the index's 40-year history.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Is the UK market too cheap and how M&S has transformed itself

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Is the UK market too cheap and how M&S has transformed itself
Neil Shah of Edison Group says that the UK market continues to look cheap, noting that bid activity is picking up. He hopes that the Autumn Statement from the Chancellor will contain something like changes in the ISA rules to encourage greater investment in UK equities. He also looks at the way in which the transformation set in train at Marks & Spencer 4 or 5 years ago to create a more nimble business is now bearing fruit. He feels there's still some way to go.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: Three years on from Pfizer Monday, what has changed?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Three years on from Pfizer Monday, what has changed?
Three years on from Pfizer Monday, when Pfizer and BioNTech announced a Covid vaccine, Russ Mould of A J Bell looks at how different the investment world is now. Commodities have outperformed equities which have outperformed bonds, with Bitcoin doing best of all as investors search for a store of value that won't be affected by central banks. While both drugs companies' shares are lower than 3 years ago, the FTSE has outperformed the Nasdaq Composite. Are we now in a permanently different decade and have growth stocks had their day in favour of value?
Guest:

James Cameron-Wilson

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Simon Rose

The Financial Outlook for Personal Investors: The consumer sector and investing in Vietnam

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The consumer sector and investing in Vietnam
Neil Shah of Edison Group tells SImon Rose of Edison's study into the consumer sector, which has been affected by the hit to consumer confidence. There's plenty of value in the sector and the report lists companies which have had upgrades but not seen share reactions. The changed environment is exposing those companies which have weak business models. He also highlights Vietnam Holdings, an investment trust which has outperformed the market in that dynamic economy. At some stage, Vietnam will cease to be considered a frontier market and valuations will change as a result. Both reports are on the Edison website.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: Why are mining stocks so unloved?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why are mining stocks so unloved?
Ever the contrarian, Russ Mould of A J Bell wonders why he is getting no questions at the moment about mining shares. They have underperformed growth stocks for a decade or so and it is true they are suffering cost input issues like so many other businesses. However, their balance sheets are pretty healthy, we still need the things they dig out of the ground and the renewables transition will exacerbate this. At some stage, they might come back into favour. However, unless investors have geological expertise, they might be best sticking with the majors.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: The Middle East crisis & an investment trust to note

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The Middle East crisis & an investment trust to note
Neil Shah of Edison Group looks at the possible ramifications of the Middle East crisis which, if it continues, could mean higher oil prices, a less optimistic picture for inflation and a boost for safe havens, perhaps with tech stocks stuffering. He points out that it's a binary switch, with the opposite happening if the situation improves. He also talks about the Abrdn UK Smaller Growth Trust. Despite a difficult year, the managers are sticking to their policy of holding quality stocks for the long term. It stands at a 14% discount to asset value and offers a 2.8% yield. There are more details in a note on the Edison website.
Guest:

Neil Shah

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