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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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Simon Rose

The Financial Outlook for Personal Investors: Investing with rising inflation and interest rates

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Investing with rising inflation and interest rates
Russ Mould of A J Bell wonders if the Bank of England is behind the curve, raising interest rates from 0.1% to 0.25%. CPI inflation is 5.1% with RPI the highest in 30 years. He gives an example of a company already implementing double-digit price rises. If investors think inflation and interest rates are set to rise further, Russ offers advice. What's worked for the past decade and more may no longer be sensible in the future.
Guest:

russ mould

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Simon Rose

The Financial Outlook for Personal Investors: Will company payouts support the UK market?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Will company payouts support the UK market?
As a 12th company in the Footsie this year announces a special dividend, Russ Mould of A J Bell calculates that these, taken together with cashbacks and regular dividends, have amounted to payouts of £105bn, putting the FTSE on around a 5% yield. With fewer IPOs and placings than usual and dividend cover approaching 2, he feels this ought to be supportive of the market, even if some investors might baulk at the oils, banks and miners that are the big payers.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Are we finally seeing the Taper Tantrum?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Are we finally seeing the Taper Tantrum?
With markets roiled by the new Covid variant and the Fed Chairman admitting inflation may not be temporary after all, Russ Mould of A J Bell asks if we are finally seeing the Taper Tantrum central banks have been so nervous about. Quoting the US Misery Index and the Fear Index, he feels investors - to whom absolutely rather than relative return is most important – should not think that what has worked for 10 years will necessarily work in future. He has some suggestions for protecting private investors' portfolios.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Biden talking down the oil price & interest rates

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Biden talking down the oil price & interest rates
Russ Mould of A J Bell looks at the shakeout in UK energy companies and casts his eye across the Atlantic where President Biden has been trying to talk down the oil price. Noting that price rises might have something to do with the $14 trillion pumped into the US economy since the pandemic began, he speculates on what will happen to the oil and gas price with new exploration so frowned upon. He also looks at the second interest rate rise in New Zealand and, with 91 rises around the world so far this year, he wonders whether the Fed, BoE and ECB can continue to hold out.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook: How serious is UK inflation, Shell's simplification & Britcoin

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook: How serious is UK inflation, Shell's simplification & Britcoin
Laith Khalaf, Head of Investment Analysis at A J Bell, asks if CPI rising to 4.2% indicates a return to rising prices or if it might prove relatively temporary. He looks at Shell's decision to ditch its dual-share class and commit to the UK. And he is intrigued by news that the Treasury and Bank of England are to consider a central bank digital currency, nicknamed Britcoin.
Guest:

Laith Khalaf

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Simon Rose

The Financial Outlook for Personal Investors: US inflation at a 30-year high & oil capex at a multi-year low

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: US inflation at a 30-year high & oil capex at a multi-year low
Russ Mould, Investment Director of A J Bell, looks behind the 30-year-high numbers for US inflation. CPI is 6.2% but the producer price index is 8.6% with intermediate producer prices up 25% and raw materials climbing 57% year on year. While high energy prices are responsible for some of that, he also points out that the capital investment of the oil majors is, despite the high oil price, at around a 20-year low. He explains the reason behind this (is oil the new tobacco?) but wonders if oil should be written off as an investment just yet.
Guest:

Russ Mould

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