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Simon Rose

The Financial Outlook for Personal Investors: Inflation and its effect on savings & bonds

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Inflation and its effect on savings & bonds
Laith Khalaf of A J Bell looks at the recent UK inflation numbers and wonders if the Bank of England is right to consider the rise transitory or not. It doesn't bode well for NS&I's new Green Savings Bond, he points out, particularly if savers expect interest rates to keep rising. He discusses whether QE has had an effect on inflation and what is happening in the bond market.
Guest:

Laith Khalaf

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Simon Rose

The Financial Outlook for Personal Investors: The US tech sector, interest rates & the Fed

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The US tech sector, interest rates & the Fed
Victoria Scholar of Interactive Investor assesses the fortunes of some US tech stocks in the news recently, including Peloton, Uber and Disney. With inflation unexpectedly rising again to a 40-year high, she considers what the Federal Reserve might be able to do with its demand-side tools, when many problems are on the supply side of the economy.
Guest:

Victoria Scholar

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Simon Rose

The Financial Outlook for Personal Investors: BoE interest rise & Meta Platforms/Facebook

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: BoE interest rise & Meta Platforms/Facebook
Russ Mould of A J Bell looks at the Bank of England's interest rate rise, noticing how much more hawkish the MPC has become, with 4 members wanting an even bigger hike. Although QE has been brought to an end, he wonders how far the bank can go before something breaks - and similarly the Fed. He also looks at the plunge in Meta Platforms/Facebook shares, wondering where future growth could come from for the company.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: How should investors cope with highly volatile markets?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How should investors cope with highly volatile markets?
Victoria Scholar, head of investment at Interactive Investor, explains why markets are so highly volatile at present, producing the worst start to the year since the financial crisis as QE is about to give way to QT (Quantitative Tightening). She points out that investors should try not to get emotional but to review their portfolio. Indeed, if companies you considered attractive only recently are now much cheaper, perhaps it could prove a bargain-hunting opportunity.
Guest:

Victoria Scholar

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Simon Rose

The Financial Outlook for Personal Investors: The Rise of Impact and ESG Investing

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The Rise of Impact and ESG Investing
Welcome to another panel session from the Sustain:Social Conference, featuring an all-star line-up of investment professionals: Stephen Porter of Scottish Widows, Nanne Tolsma of Satelligence, Kenneth Mackenzie of Target Fund Managers, Myron Jobson of Interactive Investors and Stephen Clapham of Behind the Balance Sheet.
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Simon Rose

The Financial Outlook for Personal Investors: What will 40-year-high inflation in the US mean for markets?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What will 40-year-high inflation in the US mean for markets?
Victoria Scholar, head of investment at Interactive Investor, talks to Simon Rose about the likely effects of US inflation hitting 7%, a forty-year high. With the labour market there tight, as in the UK, she considers what the Federal Reserve's response is likely to be, given that the problems are caused more by the supply side of the economy, rather than the demand side. And what will this mean for markets and the sort of tech stocks that have been riding so high?
Guest:

Victoria Scholar

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Simon Rose

The Financial Outlook for Personal Investors: US markets' fright over Fed minutes

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: US markets' fright over Fed minutes
Laith Khalaf of A J Bell explains to Simon Rose why US markets have reacted so badly to the minutes of the last Federal Reserve meeting that they shrugged off last month. He marks the rise of Apple to become the world's first $3 trillion company. Back in the UK, he sees early signs of optimism for the retail sector over the holidays.
Guest:

Laith Khalaf

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Simon Rose

The Financial Outlook for Personal Investors: The case for investment trusts

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The case for investment trusts
Jonathan Davis, editor of the Investment Trusts Handbook, tells Simon Rose what makes investment trusts special and why investors should consider their merits. He explains the differences to other types of funds, including the premium and discount. He discusses the yields on alternative assets (including renewable energy and even music royalties) and how trusts can continue paying dividends even in bad years. The handbook, from Harriman House, is available in hardbook or free as an ebook (https://tinyurl.com/mt69fc24).
Guest:

Jonathan Davis

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Simon Rose

The Financial Outlook for Personal Investors: A look back and a look ahead, Janus-like

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: A look back and a look ahead, Janus-like
Russ Mould of A J Bell looks back at 2021, with record highs in the US, India and France and the UK doing creditably and with a decent yield. Oil rose 40% year on year and may yet surprise in 2022 while government bonds were disappointing. Gold surprised by doing little, despite the return of inflation. Looking ahead, Russ believes commodities and real assets may be the safest things, although the actions of central banks will still determine the state of the markets.
Guest:

Russ Mould

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Simon Rose

Investor Conferences: Panel Sesson - Sustainable & Social Investing in a Post-Covid World

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

Investor Conferences: Panel Sesson - Sustainable & Social Investing in a Post-Covid World
Join the Sustain:Social panel session in December '21, considering the outlook for investors in the wake of the COP26 in Glasgow. The panel comprises of - Chair: Rodney Hobson Panel: Gervais Williams (Premier Miton Group); Jamie Broderick (Impact Investing Institute); Mohan Gundu (Sustainable Funds Group); Mike Appleby (Liontrust Sustainable Investment team); Gavin Oldham (The Share Foundation / Share Radio).
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