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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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Simon Rose

The Financial Outlook for Personal Investors: What do conflicts mean for markets?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What do conflicts mean for markets?
Russ Mould of A J Bell looks at the effect conflicts have had on financial markets using the All-Share Index since it was instituted in 1962. While recognising that much else is more important, he concludes that, by and large, the reaction of markets is not long lasting. The big exception was 1973's Yom Kippur War which led to the 73-4 oil price shock. While events may not be directly comparable, with inflation heightened and debt at astronomic heights, we have to hope that the US economy does not hit the buffers. Russ's Nostrodamic view is that as governments can't afford deflation, interest rates will be pushed lower. Please note: Russ's inability to access broadband means that sound quality is variable in places.
Guest:

Russ Mould

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Gavin Oldham

The Financial Outlook for Personal Investors: Opportunities for mature investors and young adults

Gavin Oldham
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Opportunities for mature investors and young adults
With Simon Rose enjoying a short break, we bring you a short episode featuring two opportunities: the Sustain — Social event in London on 21st October (find all the details and booking arrangements at https://sustain.social and book using the discount voucher code SHARERADIO50), and the need for young adults to claim their Child Trust Fund account via https://findCTF.sharefound.org
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Simon Rose

The Financial Outlook for Personal Investors: How investors should view share buybacks

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How investors should view share buybacks
Russ Mould of A J Bell discusses share buybacks. Long popular in the United States, he notes that they are currently down by a fifth YOY, pointing out that previous peaks coincided with market tops. In the UK, many of our biggest companies have engaged in buybacks, particularly in the financial field. With the FTSE yielding 3.9%, buybacks are adding another 2.3%. While private investors don't usually participate directly, their equity stake rises. Russ explains the ins and outs of share buybacks from a private investor's point of view.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook For Personal Investors: Inflation, interest rates, Team Internet & Baker Steel Resource Trust

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook For Personal Investors: Inflation, interest rates, Team Internet & Baker Steel Resource Trust
Neil Shah of Edison Group discusses the fall in inflation and the MPC's decision to pause interest rate rises with Simon Rose. He points out that a lot of money is going into the bond market, which should be positive for equities and offers advice about how to position your porfolio in the current environment. He points to two companies investors might find interesting, Team Internet (formerly CentralNic) and Baker Steel Resource Trust.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook For Personal Investors: Are a rash of CEO departures a worrying sign?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook For Personal Investors: Are a rash of CEO departures a worrying sign?
Russ Mould of A J Bell looks at the high rate of departures of FTSE 100 CEOs and, indeed, CFOs. 18 CEOs are going this year, with another 4 already known to be departing in 2024. The figures for CFOs are 31 this year, with another 6 planned next. Such elevated numbers were also seen in 2000, 2007, 2013 and 2020, none of them years investors will look back on fondly. Russ also answers the obvious question, "What does a CEO actually do?".
Guest:

Russ Mould

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Glen Goodman

The Financial Outlook for Personal Investors: How to set about Investing

Glen Goodman
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How to set about Investing
Welcome to a special episode of The Financial Outlook: the investment section of the Managing My Money course. What's the difference between saving and investment? It's all in the risk. We talk about shares, bonds and funds, and which perform best over the long term. The Managing My Money course has 16 sections in total, and is presented by Glen Goodman and Annie Weston. You can enjoy the whole course, produced in association with the Open University via Share Radio's home page.
Guest:

Annie Weston

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