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Simon Rose

The Financial Outlook For Personal Investors: Dividend traps and the investing Holy Grail

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook For Personal Investors: Dividend traps and the investing Holy Grail
Russ Mould of A J Bell looks at the housebuilders, hit by inflation, mortgage problems and dwindling demand with some cutting dividends. Pointing out the dangers of double-digit yielding shares, he wonders if the sector might be worth looking at soon. Although investors often go for growth or income, the Holy Grail, he says is a company that grows its dividend consistently, which will then produce both outcomes. How to find them? Do your homework with proper research.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: US & UK interest rate rises & the latest from Sainsbury's

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: US & UK interest rate rises & the latest from Sainsbury's
Richard Hunter, head of markets at Interactive Investor, updates Simon Rose on the latest 0.75% interest rate rises from the US Fed and the Bank of England's Monetary Policy Committee. As he explains, markets have reacted badly, more in response to the statements about the future, than to the rises themselves. He assesses Sainsbury's half-year numbers which show just how difficult times are for the supermarkets, with the discounters becoming ever more of a problem. Although the shares reacted positively, it is after a decline of around 30% over the last year.
Guest:

Richard Hunter


Published:
Simon Rose

The Financial Outlook for Personal Investors: Has normality returned to markets & are bonds worthwhile again?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Has normality returned to markets & are bonds worthwhile again?
Laith Khalaf of A J Bell tells Simon Rose that, to a large extent, normality has been restored to financial markets since Rishi Sunak becamse Prime Minister. Although the Autumn Statement has been delayed to November 17, the markets appear not be too concerned. Laith explains what the markets are expecting when the MPC meets next week and advises investors to keep an eye on bonds, which – although not beating inflation – are considerably more interesting than a year ago.
Guest:

Laith Khalaf


Published:
Simon Rose

The Financial Outlook for Personal Investors: The new Chancellor and the markets & the prospect of a recession

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The new Chancellor and the markets & the prospect of a recession
Victoria Scholar of Interactive Investor tells Simon Rose how the markets have reacted to the new Chancellor and his fiscal strategy. She discusses the resilience of the bond markets now the Bank of England's emergency intervention has ended – for the time being at least. And she explains how she feels that a recession for the UK is now an inevitability.
Guest:

Victoria Scholar


Published:
Simon Rose

The Financial Outlook for Personal Investors: Contrarian investing after 14 years of mispricing money unravels

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Contrarian investing after 14 years of mispricing money unravels
Russ Mould of A J Bell looks at the housebuilding sector and wonders if, in a tidal wave of bearishness, this is an opportunity for contrarian investors. He suggests bond yield proxies such as REITs are worth looking at. There are many types and, though offices may not fill again, the likes of supermarkets and online warehouses won't vanish. What we're seeing in the markets, he says, is the result of money being mispriced for 14 years and the encouragement of leverage and unwitting encouragement of complexity.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: What the cut in oil output could mean for global growth

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What the cut in oil output could mean for global growth
Victoria Scholar of Interactive Investor looks at the rally in the oil price in the wake of Opec+ planning to cut oil output by 2 million barrels a day. While this may mean more misery for the motorist, it could benefit oil companies, despite Shell slumping after its pre-earnings announcement. But with many countries teetering on the edge of recession, could the higher oil price depress economies still further?
Guest:

Victoria Scholar


Published:
Simon Rose

The Financial Outlook for Personal Investors: What should investors do in these markets?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What should investors do in these markets?
Russ Mould of A J Bell is slightly puzzled by some of the market reaction to the UK mini-budget, given how little debt, relatively speaking, is being added to the whole, though realising how poorly it was presenting. He thinks investors should get rid of anything causing discomfort in their portfolios as that discomfort could get much greater. He offers advice on the sort of stocks investors should be holding and, for reasons of diversification, wonders if short-term bonds might be worthwhile. But if there's a big shakedown, he says, then bargains will appear.
Guest:

Russ Mould


Published:
Gavin Oldham

The Financial Outlook for Personal Investors: The Mini-Budget

Gavin Oldham
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The Mini-Budget
If you missed Kwasi Kwarteng’s speech on Friday 23 September, here’s the opportunity to hear it in full, as delivered.

Published:
Simon Rose

The Financial Outlook for Personal Investors: Interest rate decisions from the Fed and the BoE

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Interest rate decisions from the Fed and the BoE
Victoria Scholar of Interactive Investor discusses with Simon Rose the Fed's hiking of interest rates by 75 basis points, with indications they have further to go. The move strengthened the dollar still further. In the UK, the Bank of England opted for a 50 basis point rise, rather than 75 (the highest level since 2008), with the MPC split over the decision. With the pound continuing to weaken, she also discusses why former ratesetter Danny Blanchflower has said investors should short sterling.
Guest:

Victoria Scholar


Published:
Simon Rose

The Financial Outlook for Personal Investors: The tenure of company CEOs

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The tenure of company CEOs
With Ben van Beurden stepping down as CEO of Shell, Russ Mould of A J Bell looks at the tenure of senior chief executives. With 9 years at the helm, he's the 24th-longest serving FTSE100 boss, the average currently being 6 years. Perhaps it was just a good time to leave. Russ also looks at the growing list of companies showing signs of demand ebbing or cost pressures building – or both.
Guest:

Russ Mould


Published: