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Programme: The Financial Outlook for Personal Investors
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Simon Rose

The Financial Outlook for Personal Investors: Sainsbury's & Supermarkets and Paypal & Cryptocurrencies

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Sainsbury's & Supermarkets and Paypal & Cryptocurrencies
Laith Khalaf, head of investment analysis at A J Bell, looks at the rumours of a bid for Sainsbury's. In the light of the bidding for rival supermarket chain Morrison's, he asks whether private investors should rethink their attitude towards the sector. He also looks at a new service from Paypal allowing UK consumers to trade and hold cryptocurrencies. With a potential (not yet offered in Britain) to process crypto transactions between consumers, he wonders if such a transactional facility is any more than just a sales gimmick.
Guest:

Laith Khalaf

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Simon Rose

The Financial Outlook for Personal Investors: The bid for Morrison's and what it means for the market

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The bid for Morrison's and what it means for the market
Russ Mould, Investment Director of A J Bell, looks at the bid for Morrison's, explaining why it is attractive and pointing out how cheap the lacklustre UK market now looks for overseas investors. Although the FTSE 100 Share Index has been mostly immune, that's not the case with the 250. Is the UK now open for foreign takeovers and why are a growing number of companies shying away from listing on the stock market altogether?
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Is the BoE got right on inflation and calls for UK institutions to invest in infrastructure

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Is the BoE got right on inflation and calls for UK institutions to invest in infrastructure
Laith Khalaf, head of investment analysis at A J Bell, explains why the Bank of England is not about to raise interest rates, despite its forecasts of inflation way about the 2% target. He warns that investors should make sure, however, that they are prepared for higher interest rates. And, in the light of the Prime Minister and Chancellor calling for the institutions to invest in long-term UK projects, he considers why that isn't already happening and what would need to change to make it tempting for them to do so.
Guest:

Laith Khalaf

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Simon Rose

The Financial Outlook for Personal Investors: Lessons to be learned from the results season

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Lessons to be learned from the results season
Russ Mould of A J Bell considers the results season, embracing companies that helped us get through Covid but are fading now and those companies that suffered and which are now speeding ahead. One almost universal constant, though, is the complaint about higher input costs and staff shortages. Whatever central bankers say, inflation is already here and have a big effect. Which companies are going to be least affected by it?
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Persona Investors: Why the BofE might be right not to worry about inflation

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Persona Investors: Why the BofE might be right not to worry about inflation
Laith Khalaf of A J Bell looks at some of the reasons the Bank of England might be right not to concern itself unduly with inflation, with the effects of the oil price and rising wages set to work their way out of the system before long. However, with the call on inflation being so hard to make for certain, he suggests that investors should ensure their portfolios aren't unduly skewed towards a low-interest-rate environment, reckoning it important that they ensure they are balanced.
Guest:

Laith Khalaf

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Simon Rose

The Financial Outlook for Personal Investors: The prospect for UK banks.

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The prospect for UK banks.
Ahead of the banks' results, Russ Mould, Investment Director of A J Bell asks if the markets are saying something is not quite right in the sector. With all banks trading below book value, are they screamingly cheap or is it the case that the underlying valuations will prove to be highly inaccurate? Investors' attitudes may depend on whether they are optimistic for the economy as a whole or fear the worst.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: How to protect your portfolio against inflation's return

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How to protect your portfolio against inflation's return
Have you seen what's happening to second-hand car prices? Tim Price, director of Price Value Partners, is convinced that inflation is returning and feels he has the most compelling investment opportunity of his entire life. He argues that investors should be inflation-proofing their portfolios and he discusses types of shares, sectors and countries that should fare better than others. He suggests value rather than growth stocks with an emphasis on companies extracting or highly-linked to commodities (at their cheapest in 60 years) while he favours Asia (though not China) and, in particular Vietnam and Japan. If the market falls out of bed, wise investors will have ensured they have available funds to take advantage of the fact that quality investments will be even cheaper than now.
Guest:

Tim Price

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Simon Rose

The Financial Outlook for Personal Investors: Why we shouldn't trust central bankers' views on inflation

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why we shouldn't trust central bankers' views on inflation
For Tim Price, director of Price Value Partners, the only story in town at the moment is inflation. He places little trust in the view of central bankers that the inflation now being seen will be temporary. With the massive rise of government, corporate and consumer debt in so many countries, he considers the situation extremely dangerous and likely to worsen quickly. Although painting a pessimistic picture, he promises next week to suggest some positive moves worried investors can make to protect themselves.
Guest:

tim price

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Simon Rose

The Financial Outlook for Personal Investors: Prospects for the UK market 5 years after the Brexit vote

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Prospects for the UK market 5 years after the Brexit vote
Russ Mould, Investment Director of A J Bell, looks at the performance of the UK market in the 5 years since the EU referendum vote, finding its performance poor against all major markets. He feels, however, that might be about to change with aggregate profit estimates being significantly increased in the past three months alone. He is particularly optimistic if growth and inflation surprise on the upside.
Guest:

russ mould

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Simon Rose

The Financial Outlook for Personal Investors: The dilemma facing the Fed & Bank of England

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The dilemma facing the Fed & Bank of England
Russ Mould, Investment Director of A J Bell, looks at the rather limited policy options facing the US Federal Reserve and, for similar reasons, the Bank of England. With federal debt mushrooming in 40 years from $1 trilion to $28 trillion and inflation showing signs of returning, what are the Fed's options? Are they right to consider the spike in inflation temporary? What if they are wrong and we return to an inflationary environment after so long with minimal interest rates?
Guest:

Russ Mould

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