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Simon Rose

The Financial Outlook for Personal Investors: How to cope with volatile markets

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How to cope with volatile markets
Russ Mould of A J Bell says that when the US President doesn't know what's happening next, how can anybody else, particularly when the reasons given for imposing tariffs are so contradictory? Investing should be about sleeping well at night. If your investments are keeping you awake, perhaps you should make them safer. Think about asset allocation and whether America – and tech stocks – will lead the way in future. Have some spare cash in case you need it and you may be able to take advantage of volatile market dips. As Warren Buffett says, stock markets are there to enable the transfer of wealth from the impatient to the patient.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Rolls-Royce

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Rolls-Royce
FInlay Mathers of Edison Group discusses Rolls-Royce which, under new management, met all its turnaround targets two years early and confounded investors' attitudes towards its business, comprising civil aviation, aerospace and power systems. The shares are above the industry average but it's a fantastic business whose air business has a "power by the hour" model linking it to the upturn in global air travel, while its defence order book is up by 89%. The future may be bumpy, but the business is very sound.
Guest:

Finlay Mathers

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Simon Rose

The Financial Outlook for Personal Investors: Superinvestors

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Superinvestors
Stockmarkets are so chaotic in the wake of Trump's various announcements that we're delighted to replay a short summary clip called 'Superinvestors' from August 2017. In a partnership with publishers Harriman House, Share Radio produced its first audiobook 'Superinvestors', written by Matthew Partridge and read by some of Share Radio's best known presenters. 'Superinvestors' lays bare the investing secrets of legendary investors - from early 20th-century figures such as Benjamin Graham and John Maynard Keynes, through to more modern names such as Anthony Bolton and Warren Buffett — download it at https://www.harriman-house.com/superinvestors . If wisdom improves with age, this might be useful today ..
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Simon Rose

The Financial Outlook for Personal Investors: Michelmarch Bricks and Smiths News

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Michelmarch Bricks and Smiths News
Chloe Won Yung Shin of Edison Group discusses Michelmarch Bricks' recent results. It makes 122m bricks and pavers a year, has a strong balance sheet and should benefit from the UK's structural shortage of housing. On a discount to its peers, it has 7% of the market with further upside potential. Andy Murphy, director of content for Industrials at Edison is intrigued by Smiths News. A regional distributor of newspapers and magazines, it is handling a declining market well, stripping costs back and diversifying by collecting dry waste from those shops it delivers to. It's a cash generative business that has long been ignored and undervalued and yields twice its PE.
Guests:

Andy Murphy, Chloe Won Yung Shin

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Simon Rose

The Financial Outlook for Personal Investors: Investment in the light of Reeves & tariffs

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Investment in the light of Reeves & tariffs
Russ Mould says that with the OBR lowering its growth and raising its inflation target, stagflation looks even more likely. The concept of "fiscal headroom", he says, is pure rhubarb but the bond market seemed content with what Rachel Reeves had to say, even though the UK's interest bill is higher than the defence budget. However, tariffs are going to complicate things. With the NASDAQ this year's worst market so far and Hong Kong the best, the mood music is changing. Investors must think about whether the environment for the next ten years is going to be different than the previous ten.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: The shift from US markets to Europe & BAE Systems

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The shift from US markets to Europe & BAE Systems
Finlay Mathers and Neil Shah of Edison Group discuss the move by investors out of the US and into the UK and other European markets, as Trump's tariffs produce a downturn for the American economy and equities. The UK market is far cheaper, has less downside, and it doesn't take much money moving from the big seven US megacaps to stimulate change in European markets. Finlay also discusses BAE Systems which is up 25% in the past twelve months. As a beneficiary of increased defence spending and with an order backlog of £78bn, it has strong growth potential, especially in maritime and armoured vehicles.
Guest:

Finlay Mathers

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Simon Rose

The Financial Outlook for Personal Investors: What do US tariffs mean for the UK?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What do US tariffs mean for the UK?
Everyone is asking what American tariffs mean for the UK, says Russ Mould of A J Bell. The UK isn't currently in the firing line, except for steel, but this may change next month because of VAT. 13% of global trade involves the US. For the UK, it totals £280bn, much less than with the EU. Trying to second guess what will happen is a fool's errand. Investors should go back to fundamentals. So far UK and European equities are not as volatile as in the US, partly because our markets are cheaper. American contacts claim that, unlike last time, Trump is less interested in the stock market than in the bond market, attempting to tackle America's bloated debt while keeping the treasury rate under control. Trump can't run for another term, but he might be concerned about his legacy.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Accsys Technologies & Greggs

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Accsys Technologies & Greggs
Chloe Won Yung Shin and Neil Shah of Edison Group highlight Accsys Technologies after their recent investor day. The company uses its patented process to turn fast-growing sustainable softwoods into tough, long-lasting wood. It has overcome past cost overruns and changed management. Now underpromising and over-delivering, it has huge potential. In its preliminary results, Greggs revealed that it is having a tough time in the difficult consumer environment but it is expanding its evening trade and digital offering and performing well. The recent sharp fall in the share price means that it looks attractive on a historical basis.
Guest:

Chloe Wong Yun Shing

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Simon Rose

The Financial Outlook for Personal Investors: UK earnings season and corporate prospects

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: UK earnings season and corporate prospects
Russ Mould of A J Bell says that while the UK economy may look gloomy, it is not the stock market. With earnings season under way, 82 companies are doing better than expected, with 72 doing worse, so things look moderately positive. Remember of course, that the majority of FTSE company profits are earned overseas. With buybacks significantly ahead of last year, the cash yield is 4.5-5%. The UK is cheap compared to the US, on 28 times forward earnings. But they are more exposed to technology and, let's face it, the Americans are more ruthless and work harder. Russ also gives his views on whether the Government should be trying to get more people to invest.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Edison's ConsumerWatch report & BAT

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Edison's ConsumerWatch report & BAT
Russell Pointon of Edison Group discusses their latest ConsumerWatch report. Despite weak consumer confidence and low economic growth, the sector did well at the end of 2024. Looking ahead, they expect progress from every sub-sector. Those likely to prove consistently strong are hotels, restaurants and leisure with 27 companies highlighted, among them Topps Tiles, Deliveroo, M&S, Next and Hollywood Bowl. The report is on the Edison website. Russell also discussed BAT, which has just had full-year results. They anticipate getting half their revenue in future from smokeless products. It's a company that is innovating and, as a result, better growth and profits are coming through.
Guest:

Russell Pointon

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