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Simon Rose

The Financial Outlook for Personal Investors: Encouraging funds to invest in UK equities

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Encouraging funds to invest in UK equities
Neil Shah of Edison Group discusses the Chancellor's Mansion House speech, particularly the attempt to encourage pension funds and insurance companies to invest in the UK. He gives a shocking example of BT's £37bn pension fund, investing just £100m in UK equities. Neil feels that regulation is forcing too much to go into fixed income and that encouraging but not mandating UK equity investment (including unlisted securities) could make a difference over time.
Guest:

Neil Shah


Published:
Vicky Sayers

The Financial Outlook for Personal Investors: Is money still a man’s prerogative?

Vicky Sayers
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Is money still a man’s prerogative?
Since the suffragette movement, women have had to work hard to gain autonomy in what was once very much “a man’s world”; and when it comes to finances, women are yet to achieve equality. Vicky Sayers is joined by Tamara Gillan, founder of the WealthiHer Network: created to inspire and empower women to grow and protect their wealth. They discuss the continuing economic inequality of the sexes, and the initiatives put in place by the WealthiHer Network to work towards equality. https://www.wealthihernetwork.com/ originally recorded 20 March 2020
Guest:

Tamara Gillan


Published:
Simon Rose

The Financial Outlook For Personal Investors: Are private equity takeovers actually a good thing?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook For Personal Investors: Are private equity takeovers actually a good thing?
In the wake of the buyout of Lookers, Neil Shah of Edison Group considers whether the fact that the UK listed market is steadily being depleted is a bad thing or not? He feels that takeovers by trade buyers or private equity provide a possible exit for investors when the stock market might be underpricing companies and that, without it, investors – particularly in the small- and mid-cap areas – might not see value realised.
Guest:

Neil Shah


Published:
Simon Rose

The Financial Outlook for Personal Investors: What do investors do in response to inflation & interest rates?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What do investors do in response to inflation & interest rates?
With the Bank of England raising interest rates to 5% and inflation not just remaining stubbornly high but perhaps becoming ingrained, Danni Hewson talks to Simon Rose about what the future holds. Housebuilders, retailers and the hospitality sector are saying consumers are resilient but all indicators point to a recession. Investors should be mindful of the changing economy and may need to rebalance their portfolios. With an election pending, how will the Government react to what is happening?
Guest:

Danni Hewson


Published:
Simon Rose

The Financial Outlook for Personal Investors: Finding compounding companies

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Finding compounding companies
Neil Shah of Edison Group explains to Simon Rose that, as Albert Einstein remarked, compound interest is the eighth Wonder of the World. He discusses two companies that exhibit the same characterics. Games Workshop, with its niche Warhammer figurines has international scalability and over the long term produces a sustained return on equity while DiscoverIE has transformed itself and is another self-sustaining business with free cash flow generation. Compared to their peers, both look to be at a discount and they could be good "buy and forget" investments.
Guest:

Neil Shah


Published:
Simon Rose

The Financial Outlook for Personal Investors: Does oil present an investment opportunity?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Does oil present an investment opportunity?
Russ Mould of A J Bell, ever the contrarian, finds oil of interest because it is currently viewed so negatively. But he points out that, while supply is not growing, the world is still addicted to the stuff and that if demand keeps growing, it must have an effect on the price. For interested investors, he suggests sticking to the majors, a specialist fund or passive instrument, or a combination without going overboard. He also gives us advice from Benjamin Graham: The best investment returns are reaped by realists who buy from pessimists and sell to optimists.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: Market overview, Topps Tiles & Gregg's

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Market overview, Topps Tiles & Gregg's
Neil Shah of Edison Group talks to Simon Rose about the general state of the markets, where the US and UK are lagging Europe and parts of Asia. The UK is held back by an absence of decent growth while investors are nervous of a possible American recession, deflation and banking problems. In the UK, though, there are always going to be interesting companies able to react to difficult conditions and Neil highlights what is happening at Topps Tiles and Gregg's.
Guest:

Neil Shah


Published:
Simon Rose

The Financial Outlook for Personal Investors: Is it time to buy into Japan?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Is it time to buy into Japan?
Russ Mould of A J Bell looks at the rise of the Japanese stock market, which has hit a 33-year-high. He points out that it is still a quarter below its all-time high, hit on the last day of 1989. After debt-fuelled craziness saw the land of the Imperial Palace worth more than all of California before a collapse, and with decades of QE since, foreign investors have long neglected the market. Japanese companies have become more shareholder-friendly than they used to be. Russ explains that it could be wisest for UK investors, if considering Japan, to use active or passive collective investments, rather than relying on individual shares.
Guest:

Russ Mould


Published:
Gavin Oldham

Financial Outlook for Personal Investors: Child Trust Funds — Public Accounts Committee Hearing Part 1

Gavin Oldham
Original Broadcast:

The Financial Outlook for Personal Investors

Financial Outlook for Personal Investors: Child Trust Funds — Public Accounts Committee Hearing Part 1
Young adults with Child Trust Funds are personal investors, but over 40% of them don't know it. On Thursday 18th May the Public Accounts Committee met to find out more: this is the first half of their hearing following the March 2023 publication of a National Audit Office landmark report and its investigation into the Child Trust Fund scheme. Witnesses who took part were, for HM Revenue and Customs, Jim Harra and Emily Antcliffe, and for The Share Foundation, Gavin Oldham and Anthony Walker. Members of the Public Accounts Committee (all MPs) who attended were Dame Meg Hillier (chair), Sir Geoffrey Clifton-Brown (Deputy Chair), Olivia Blake, Flick Drummond, Peter Grant, Jill Mortimer and Nick Smith. The hearing ran for over an hour and a half: this is the first 48 minutes.

Published:
Gavin Oldham

Financial Outlook for Personal Investors: Child Trust Funds — Public Accounts Committee Hearing Part 2

Gavin Oldham
Original Broadcast:

The Financial Outlook for Personal Investors

Financial Outlook for Personal Investors: Child Trust Funds — Public Accounts Committee Hearing Part 2
Young adults with Child Trust Funds are personal investors, but over 40% of them don't know it. On Thursday 18th May the Public Accounts Committee met to find out more: this is the second half of their hearing following the March 2023 publication of a National Audit Office landmark report and its investigation into the Child Trust Fund scheme. Witnesses who took part were, for HM Revenue and Customs, Jim Harra and Emily Antcliffe, and for The Share Foundation, Gavin Oldham and Anthony Walker. Members of the Public Accounts Committee (all MPs) who attended were Dame Meg Hillier (chair), Sir Geoffrey Clifton-Brown (Deputy Chair), Olivia Blake, Flick Drummond, Peter Grant, Jill Mortimer and Nick Smith. The hearing ran for over an hour and a half: this is the second 48 minutes.

Published: