Ed Bowsher speaks to top US fund manager, Meb Faber, as well as David Stevenson from ETFstream to find out where markets may go in 2019. Both Meb and David think that most US shares are too expensive while the UK is much more attractive. We also find out which parts of the Japanese market are cheap, and look at which emerging markets to avoid or invest in.
As the Brexit crisis becomes ever more unpredictable, Ed asks whether now is a good time to buy some cheap UK shares. Do long-term investors need to worry as they see their portfolios sway up and down? Ed speaks to Oliver Smith, Portfolio Manager at IG Smart Portfolio, and Howie Li, Head of ETFs at Legal & General Investment Management. Howie tells Ed about a new UK ETF that LGIM has just launched which has a management charge of just 0.05% a year and takes a slightly different approach from the more established UK ETFs. There’s more to this ETF than just being cheap. Howie also explains more about five other ETFs that LGIM launched last month.
After the market falls in October, Ed Bowsher asks: why was there a correction, and more importantly, where next for markets? Ed speaks to Sean Corrigan, Principal at Cantillon Consulting and Russ Mould from AJ Bell.
The technology sector has had a serious wobble in the last fortnight. Ed Bowsher asks what’s next for this part of the market and whether now is a good time to invest. He speaks to Howie Li of Legal & General Investment Management and Hector McNeill of HAN ETF.
It’s inevitable that stock markets will fall sooner or later. In this edition of The Big Call, Ed Bowsher asks whether ETFs will contribute to that fall. Ed speaks to Helen Thomas of the Blondemoney website, who thinks that ETFs may well contribute to a correction and Adam Laird of Lyxor who disagrees.
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
Dividend investing isn’t just for retired people who need an income from their share portfolio – it can also be a rewarding strategy for younger investors who can reinvest their dividends. Ed Bowsher finds out more from Adam Laird of Lyxor, Oliver Smith of IG Smart Portfolios, and Laura Suter of the Telegraph.
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.