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Simon Rose

The Financial Outlook for Personal Investors: Chemring & Avon Technologies

Simon Rose
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The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Chemring & Avon Technologies
Finlay Mathers of Edison Group looks at two companies benefitting from increased spending on defence. After some problems last year, Chemring now has a £1.3bn record order book. The company mainly focusses on counter measures and its recent results were very positive. Avon Technologies specialises in military headgear and respiratory equipment. 50% of its revenue comes from the US Department of Defense. Although profitability had been under pressure following an acquisition, the company is seeing higher than expected growth and things look very satisfactory.
Guest:

Finlay Mathers

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Simon Rose

The Financial Outlook for Personal Investors: Financials and banks

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Financials and banks
Russ Mould of A J Bell points out that financial stocks have been performing really well of late, partly because things have been boring for them, with nothing untoward happening, while the yield curve is working in their favour. Banks will benefit from supply chains being brought home. They're difficult for private investors to analyse and there's a risk of performance chasing but, if they generate double-digit returns, there could be more to go. Russ highlights the banks value investors might favour and those offering decent yields, especially the big banks, which are also engaged in buybacks.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Baillie Gifford investment conference

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Baillie Gifford investment conference
Chloe Wong Yun Shin of Edison Group highlights two of the Baillie Gifford funds that presented at the company's recent conference. The US Growth Trust's manager is still very excited about American companies. They are very volatile, so patience is crucial, but the fund remains a conviction investor, in it for the long term. The Schiehallion Fund specialises in later stage private businesses, particularly those capable of transformational growth. Ever more businesses are staying private longer. In the US 87% of companies with over $100m revenue are private. The Fund is aiming to list on the main UK market in the first quarter of 2026.
Guest:

Chloe Wong Yun Shing

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Simon Rose

The Financial Outlook for Personal Investors: Why silver could be of interest

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why silver could be of interest
Fixed interest investors, says Russ Mould of A J Bell, are concerned that Trump's "Big Beautiful Bill" will add to the US's current $36 trillion debt pile, with debt interest already accounting for a fifth of the US tax take. Things that serve as hedges against inflation, stagflation or policy error, such as gold, are rising again. Is silver – challenging the $33-an-ounce level again – being unduly overlooked? A recent bid could mean many miners are undervalued, particularly given the conductive metal's many uses in the move to net zero and the fact that demand has outstripped supply for the last five years. As the price climbs, so the miners become more profitable and nervous investors may find silver worth considering.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: How two tech funds view the AI revolution

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How two tech funds view the AI revolution
Finlay Mathers and Neil Shah of Edison Capital discuss two tech funds heavily involved in AI. Polar Capital's successful Technology Fund has recently shifted massively into the field, with an 80-90% exposure to AI. Focussing on the middle section of the company life cycle, its managers say that AI is on an exponential curve, much like the development of early skyscrapers. Molten Ventures is a publicly-quoted VC fund concentrating on early stage AI, with exposure to R&D and startups. It has plenty of cash ready for seizing interesting opportunities. Both managers consider AI not to be a trend, but a fundamental shift in technology.
Guest:

Finlay Mathers

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Simon Rose

The Financial Outlook for Personal Investors: How tariffs and trade deals affect the market and companies

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How tariffs and trade deals affect the market and companies
Russ Mould of A J Bell explains that markets are hoping that trade deals might be in the offing to reduce the effect of President Trump's tariffs. It is too early to tell if this is a triumph of hope over expectation or if the UK will be one of the first companies to strike a deal with the US and reduce the effect of tariffs. Russ goes through some of the companies which have explained how they will be affected by American tariffs and which might benefit from the Indian trade deal.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Metlen & IP Group

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Metlen & IP Group
Chloe Won Yung Shin of Edison Group thinks investors should keep an eye out for Metlen. It's a Greek energy and metals company with a €6bn market cap heading for a second listing in London later in the year, where it may join the FTSE100. It's Europe's only aluminium producer and has an increasing interest in producing critical metals. IP Group invests in intellectual property businesses, mainly in the UK. As a result of recent headwinds it is trading at over 70% discount to net asset value. But there are plenty of positives about the business. Both are discussed on Edison's website. https://www.edisongroup.com
Guest:

Chloe Won Yung Shin

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Simon Rose

The Financial Outlook for Personal Investors: How to cope with volatile markets

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How to cope with volatile markets
Russ Mould of A J Bell says that when the US President doesn't know what's happening next, how can anybody else, particularly when the reasons given for imposing tariffs are so contradictory? Investing should be about sleeping well at night. If your investments are keeping you awake, perhaps you should make them safer. Think about asset allocation and whether America – and tech stocks – will lead the way in future. Have some spare cash in case you need it and you may be able to take advantage of volatile market dips. As Warren Buffett says, stock markets are there to enable the transfer of wealth from the impatient to the patient.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Rolls-Royce

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Rolls-Royce
FInlay Mathers of Edison Group discusses Rolls-Royce which, under new management, met all its turnaround targets two years early and confounded investors' attitudes towards its business, comprising civil aviation, aerospace and power systems. The shares are above the industry average but it's a fantastic business whose air business has a "power by the hour" model linking it to the upturn in global air travel, while its defence order book is up by 89%. The future may be bumpy, but the business is very sound.
Guest:

Finlay Mathers

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Simon Rose

The Financial Outlook for Personal Investors: Superinvestors

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Superinvestors
Stockmarkets are so chaotic in the wake of Trump's various announcements that we're delighted to replay a short summary clip called 'Superinvestors' from August 2017. In a partnership with publishers Harriman House, Share Radio produced its first audiobook 'Superinvestors', written by Matthew Partridge and read by some of Share Radio's best known presenters. 'Superinvestors' lays bare the investing secrets of legendary investors - from early 20th-century figures such as Benjamin Graham and John Maynard Keynes, through to more modern names such as Anthony Bolton and Warren Buffett — download it at https://www.harriman-house.com/superinvestors . If wisdom improves with age, this might be useful today ..
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