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Simon Rose

The Financial Outlook for Personal Investors: US GDP, Meta, Standard Chartered, Barclays & Unilever

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: US GDP, Meta, Standard Chartered, Barclays & Unilever
Victoria Scholar of Interactive Investor talks to Simon Rose about the latest US GDP numbers (-1.4% in the first quarter) and asks if the US is heading for a recession. She discusses the surge in Meta shares after its earnings topped estimates. Here banks Standard Chartered and Barclays both jumped after their latest numbers. And Unilever has announced another jump in its prices. Will it be able to pass on higher prices to its customers or lose sales as a result?
Guest:

Victoria Scholar


Published:
Simon Rose

The Financial Outlook for Personal Investors: 5 recession indicators for investors to follow easily

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: 5 recession indicators for investors to follow easily
Russ Mould of A J Bell tells Simon Rose of 5 free indicators that any investor can follow quickly and easily to help decide what is coming next. He explains the importance of the oil price, the Dow Transportation Index, the health of small companies, the copper price and the Philadelphia Semiconductor Index. Russ's conclusion: stagflation looks the likeliest outcome and real assets and gold could be an investor's best friend.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: Investing for an inflationary environment

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Investing for an inflationary environment
Victoria Scholar of Interactive Investor looks at the latest inflation numbers, warning that further rises are now inevitable. She looks at the results of Tesco, Asos and Easyjet and how they are affected by so many costs soaring. She discusses how investors can navigate the inflationary environment, pointing out that with cash giving such a negligible return, it's not a time to be uninvested. Investors should think about sectors such as banks, oil & gas and commodities and about companies that are price-givers rather than price-takers.
Guest:

Victoria Scholar


Published:
Simon Rose

The Financial Outlook for Personal Investors: Are recession indicators flashing red?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Are recession indicators flashing red?
While many nervously watch the US yield curve, which briefly reversed recently, Russ Mould of A J Bell thinks investors should also pay attention to transportation indicators such as the Dow Transportation Index. He believes the market is better at predicting recessions than economists. Explaining why the yield curve is important and why he thinks stagflation is on the cards, he believes investors should fight shy of bonds and growth stocks and lean towards raw materials and real assets.
Guest:

Russ Mould


Published:
Vicky Sayers

The Financial Outlook for Personal Investors: Share Radio Interview - Financial Fitness

Vicky Sayers
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Share Radio Interview - Financial Fitness
Are you “financially fit”? According to a recent study, the cost of monthly bills is leaving some people forced to cut back on essentials like food, daily travel, and even medication. In this episode of the Share Interview, Vicky Sayers speaks to Mary Johnson – spokesperson for free home management site, Hoppy – to find out how we can improve our financial wellbeing. (first broadcast - September 2019)
Guest:

Mary Johnson


Published:
Simon Rose

The Financial Outlook for Personal Investors: What does the Spring Statement mean for investors?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What does the Spring Statement mean for investors?
Victoria Scholar, head of investment at Interactive Investor, delves into the Spring Statement, assessing its significance and what the Chancellor is doing to tackle the cost-of-living crisis. While the markets seemed indifferent to the Statement, it is becoming clear that the days of a "floating all boats" market are over. With increased volatility, it is now very much a stockpicker's market.
Guest:

Victoria Scholar


Published:
Simon Rose

The Financial Outlook: Financial Statement 23 March 2022

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook: Financial Statement 23 March 2022
Chancellor Rishi Sunak delivers his statement, unabridged and with no additional comment. Major initiatives include a 5p/litre cut in fuel duty for 12 months, simplification and relief for energy saving home improvements, a doubling of household support via local authorities, a £3,000 increase in the National Insurance threshold, and a promise to cut the basic rate of income tax from 20p/£ to 19p/£ by the next election; plus reform of training, R&D credits and capital-raising.

Published:
Simon Rose

The Financial Outlook for Personal Investors: Why is a central banker like a porcupine in a balloon factory?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why is a central banker like a porcupine in a balloon factory?
Perusing the latest statement from the Bank of England's Monetary Policy Committee, Russ Mould of A J Bell says that central bankers currently resemble porcupines in a balloon factory. For investors, trying to second-guess events is extremely difficult, if not impossible. So they should ensure they are sensibly diversified while trying to avoid heavily-indebted companies, particularly in cylical industries. If your portfolio is keeping you awake at night, says Russ, then you should change it.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: NASDAQ's bear market & Amazon's buyback

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: NASDAQ's bear market & Amazon's buyback
Russ Mould of A J Bell looks at the rally in the NASDAQ and warns that history shows that, even in bear markets, there can be substantial rallies. As he points out, all the problems for the growth stocks that caused the market to fall are still present. He also considers Amazon's buyback plan and stock split, the first time the company has returned cash to investors since its market debut in 1997. Discussing buybacks in general, happening a great deal in the UK at the moment, he cautions investors to see whether the board are also buying into the company.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: The knock-on effects of Ukraine

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The knock-on effects of Ukraine
Russ Mould of A J Bell discusses the knock-on effect on economies and markets of the Russian invasion of Ukraine. Much depends, he says, on whether things stabilise quickly or not. Of all post-war conflicts, he feels the Arab-Israeli War of 1973 could be the most relevant, with its extraordinary impact on energy prices. If there is no rapid solution, then central banks could find themselves battling stagflation with little in their armouries. Investors should aim for a diversified portolio with plenty of exposure to "real stuff", the antithesis of what's worked for the past ten years or more.
Guest:

Russ Mould


Published: