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Simon Rose

The Financial Outlook for Personal Investors: What do investors do in response to inflation & interest rates?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What do investors do in response to inflation & interest rates?
With the Bank of England raising interest rates to 5% and inflation not just remaining stubbornly high but perhaps becoming ingrained, Danni Hewson talks to Simon Rose about what the future holds. Housebuilders, retailers and the hospitality sector are saying consumers are resilient but all indicators point to a recession. Investors should be mindful of the changing economy and may need to rebalance their portfolios. With an election pending, how will the Government react to what is happening?
Guest:

Danni Hewson

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Simon Rose

The Financial Outlook for Personal Investors: Finding compounding companies

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Finding compounding companies
Neil Shah of Edison Group explains to Simon Rose that, as Albert Einstein remarked, compound interest is the eighth Wonder of the World. He discusses two companies that exhibit the same characterics. Games Workshop, with its niche Warhammer figurines has international scalability and over the long term produces a sustained return on equity while DiscoverIE has transformed itself and is another self-sustaining business with free cash flow generation. Compared to their peers, both look to be at a discount and they could be good "buy and forget" investments.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: Does oil present an investment opportunity?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Does oil present an investment opportunity?
Russ Mould of A J Bell, ever the contrarian, finds oil of interest because it is currently viewed so negatively. But he points out that, while supply is not growing, the world is still addicted to the stuff and that if demand keeps growing, it must have an effect on the price. For interested investors, he suggests sticking to the majors, a specialist fund or passive instrument, or a combination without going overboard. He also gives us advice from Benjamin Graham: The best investment returns are reaped by realists who buy from pessimists and sell to optimists.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Market overview, Topps Tiles & Gregg's

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Market overview, Topps Tiles & Gregg's
Neil Shah of Edison Group talks to Simon Rose about the general state of the markets, where the US and UK are lagging Europe and parts of Asia. The UK is held back by an absence of decent growth while investors are nervous of a possible American recession, deflation and banking problems. In the UK, though, there are always going to be interesting companies able to react to difficult conditions and Neil highlights what is happening at Topps Tiles and Gregg's.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: Is it time to buy into Japan?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Is it time to buy into Japan?
Russ Mould of A J Bell looks at the rise of the Japanese stock market, which has hit a 33-year-high. He points out that it is still a quarter below its all-time high, hit on the last day of 1989. After debt-fuelled craziness saw the land of the Imperial Palace worth more than all of California before a collapse, and with decades of QE since, foreign investors have long neglected the market. Japanese companies have become more shareholder-friendly than they used to be. Russ explains that it could be wisest for UK investors, if considering Japan, to use active or passive collective investments, rather than relying on individual shares.
Guest:

Russ Mould

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Gavin Oldham

Financial Outlook for Personal Investors: Child Trust Funds — Public Accounts Committee Hearing Part 1

Gavin Oldham
Original Broadcast:

The Financial Outlook for Personal Investors

Financial Outlook for Personal Investors: Child Trust Funds — Public Accounts Committee Hearing Part 1
Young adults with Child Trust Funds are personal investors, but over 40% of them don't know it. On Thursday 18th May the Public Accounts Committee met to find out more: this is the first half of their hearing following the March 2023 publication of a National Audit Office landmark report and its investigation into the Child Trust Fund scheme. Witnesses who took part were, for HM Revenue and Customs, Jim Harra and Emily Antcliffe, and for The Share Foundation, Gavin Oldham and Anthony Walker. Members of the Public Accounts Committee (all MPs) who attended were Dame Meg Hillier (chair), Sir Geoffrey Clifton-Brown (Deputy Chair), Olivia Blake, Flick Drummond, Peter Grant, Jill Mortimer and Nick Smith. The hearing ran for over an hour and a half: this is the first 48 minutes.
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Gavin Oldham

Financial Outlook for Personal Investors: Child Trust Funds — Public Accounts Committee Hearing Part 2

Gavin Oldham
Original Broadcast:

The Financial Outlook for Personal Investors

Financial Outlook for Personal Investors: Child Trust Funds — Public Accounts Committee Hearing Part 2
Young adults with Child Trust Funds are personal investors, but over 40% of them don't know it. On Thursday 18th May the Public Accounts Committee met to find out more: this is the second half of their hearing following the March 2023 publication of a National Audit Office landmark report and its investigation into the Child Trust Fund scheme. Witnesses who took part were, for HM Revenue and Customs, Jim Harra and Emily Antcliffe, and for The Share Foundation, Gavin Oldham and Anthony Walker. Members of the Public Accounts Committee (all MPs) who attended were Dame Meg Hillier (chair), Sir Geoffrey Clifton-Brown (Deputy Chair), Olivia Blake, Flick Drummond, Peter Grant, Jill Mortimer and Nick Smith. The hearing ran for over an hour and a half: this is the second 48 minutes.
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Simon Rose

The Financial Outlook for Personal Investors: Interest rates and share buybacks

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Interest rates and share buybacks
After the Bank of England raise interest rates to their highest since 2008 Russ Mould of A J Bell points out that the last time inflation was in double digits, so were interest rates. At present, real interest rates are heavily negative. He also discusses share buybacks, illegal in the US until 1982. They're now being used heavily by FTSE100 companies and Russ discusses their pros and cons and whether they gerrymander figures. He also explains why Next is a company that does it right.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: What does US interest rate rise signify for UK rates?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What does US interest rate rise signify for UK rates?
Victoria Scholar of Interactive Investor explains why the US Fed raised rates for the 10th time in 14 months to a 16-year-high, despite the turmoil in the American banking sector. It makes it all the more likely that the MPC will follow suit. Despite the American move, sterling is at an 11-month high against the dollar. She also looks at results from BP and Shell and discusses the major slide in oil prices.
Guest:

Victoria Scholar

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Simon Rose

The Financial Outlook for Personal Investors: Big tech must deliver to maintain momentum

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Big tech must deliver to maintain momentum
Russ Mould of A J Bell looks at the importance of the American tech stocks, once the FANGs and now MAANAM. All suffered steep price falls last year but, of the $2.4tn rebound in the S&P 500, $1.6tn has come from these six. Russ points out that the better their share prices do, the less downside protection there is. Inflation and interest rates are also a consideration to their valuation. But with no correspondingly important UK tech stocks, they're vitally important to British investors through tracker or other investment vehicles, even if they might not realise it. If their momentum is to continue, their results must deliver.
Guest:

Russ Mould

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