Smart beta is sold as a way for private investors to follow sophisticated investment strategies at low cost. These include value (looking for cheap shares) and momentum (investing in companies where the share price is rising fast.) Ed Bowsher discusses the pros and cons with David Stevenson of ETFstream, Nicolas Samaran of Invesco, and market strategist Richard Wiggins.
Interest rates and bond yields are slowly starting to rise in 2018, so it’s a good time to ask what investors should do with their money as we begin to return to a world of monetary normality. Is it time to get out of bonds? Or stay in shares? Ed Bowsher asks James Butterfill, investment strategist, Sean Corrigan of Cantillon Consulting and Russ Mould of AJ Bell.
It’s pretty easy to find investments that can pay you a chunky 5% or 6% yield. The challenge is to find investments where the dividend is sustainable and won’t be cut. Ed Bowsher heads to the “Big Call: Dividend Debate” conference and finds out several tips on how to do this by speaking to: Edward Lam of Somerset Capital Management, Mark Baker of Link Asset Services, Chanchal Samadder of Lyxor and David Stevenson of ETFstream.
Edward Lam, Mark Baker, Chanchal Samadder, David Stevenson
ESG investing, also known as ethical investment, is a big growth area in investing, especially in ETFs. And it doesn’t just make you feel virtuous, it can also boost your investment performance. Ed Bowsher finds out more from Veronique Menou of MSCI, and John Ditchfield from Castlefield Advisory Partners.
Will markets carry on rising this year? Is Gold the best insurance policy against something going wrong? And how will the ETF industry evolve? Will ESG be the big theme of the year? Ed Bowsher finds out from James Butterfill of ETF Securities, Adam Laird of Lyxor, David Stevenson of ETFstream and John Davies of S&P Dow Jones.
James Butterfill, Adam Laird, David Stevenson, John Davies
Adam talks to Richard Stead, a chemist and scientist that is creating a pioneering approach to deal with the problem of what to do when our antibiotics stop working. The head of the World Health Organisation has said that antibiotic resistance is one of the major threats to the world, and warns of an antibiotic apocalypse. Despite these grave concerns, big Pharma companies are not developing alternatives. Richard discusses why this is the case, and how it is an opportunity for both savvy and ethical investors.
In the latest Money Makers podcast Jonathan Davis talks to fund manager Charlie Morris, Chief Investment Officer at Netscape Capital, about the phenomenon that is bitcoin. Charlie has been actively researching bitcoin and other “digital assets” for at least five years. He explains why the mainstream investment community needs to take off its nose-peg and try to understand what is driving the price and usage higher – a must-listen for anyone trying to make sense of this recent dramatic financial market phenomenon.
In the latest Money Makers podcast Trevor Greetham, responsible for multi-asset investment strategy at Royal London Asset Management, one of the UK’s biggest pension fund and with-profits investment firms, explains what is driving the firm’s current thinking and why he thinks the current bull market in equities could continue for another 1-2 years. Mr Greetham is a 25 year veteran of the investment business, and one of the UK’s higher profile strategists, having previously worked at Fidelity and Merrill Lynch. Topics covered include not just stocks and bonds, but Brexit, inflation, interest rates, annuities and pension drawdown.
Want to keep up with the latest earnings updates from the States? Well join Chris Hill and the Motley Fool Radio Show team here on Share Radio, direct from Washington DC, for news, views and analysis of the US stocks that matter. In this week's show: Apple posts blowout earnings, pushing its market cap closer to the $1 trillion mark, Facebook shares record profits and plans to spend more on security while Starbucks closes the books on its online store and Tazo Tea.
In the latest Money Makers podcast, host Jonathan Davis is joined by technology specialist Ben Rogoff, the lead manager of the Polar Capital Technology investment trust, which has given shareholders a total return of more than 200% over the last five years. With the likes of Amazon, Facebook, Apple and Netflix leading the markets higher, how much more is there still to come from these global IT stocks? Is there a danger of another TMT-style market crash or a regulatory kickback? And where are the most exciting prospects in other technology fields, such as gaming, robotics and artificial intelligence?