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The Financial Outlook for Personal Investors: Follow the fundamentals, not politicians or index changes

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Follow the fundamentals, not politicians or index changes
Russ Mould of A J Bell says investors shouldn't get too excited by things like the Autumn Statement given that the government may change in less than a year, that if it was easy to pull a lever and energise the economy it would have been done by now and that the government and the Bank of England seem to be pulling in different directions. With changes imminent, he looks at the FTSE 100-Share Index. Who's in or out really doesn't make that much differnce and is far less important in the long-run than the fundamentals. Only 26 companies have survived over the index's 40-year history.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: Is the UK market too cheap and how M&S has transformed itself

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Is the UK market too cheap and how M&S has transformed itself
Neil Shah of Edison Group says that the UK market continues to look cheap, noting that bid activity is picking up. He hopes that the Autumn Statement from the Chancellor will contain something like changes in the ISA rules to encourage greater investment in UK equities. He also looks at the way in which the transformation set in train at Marks & Spencer 4 or 5 years ago to create a more nimble business is now bearing fruit. He feels there's still some way to go.
Guest:

Neil Shah


Published:
Simon Rose

The Business of Film: The Marvels, Anatomy of a Fall & Dream Scenario

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: The Marvels, Anatomy of a Fall & Dream Scenario
James Cameron-Wilson laments another weak week at the UK box office where The Marvels took only £3.5m, the lowest per screen average of all 33 films in the Marvel universe. He found it a total mess with annoying tonal shifts and no emotional traction. He admired the filmmaking in Cannes' Palme D'Or winner Anatomy of a Fall, which took £413,000 at #5 but, while critics love it, he felt at over two and a half hours, it was overlong for what is a fairly ordinary court case drama. He was much more enthusiastic about Dream Scenario in which Nicolas Cage is a dull man who suddenly starts cropping up in other people's dreams. It is a witty, darkly comic fantasy that is Cage's best film in some 20 years.
Guest:

James Cameron-Wilson


Published:
Simon Rose

Gadgets & Gizmos: Plastic that turns into fish food, improved weather forecasts & a drunkenness app

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Plastic that turns into fish food, improved weather forecasts & a drunkenness app
Steve Caplin talks Simon Rose through the latest tech. A white dwarf predicted to hit the earth now apparently won't. Google's new weather prediction computer can massively improve the accuracy of forecasts. A crane has been designed to shin up wind turbines to repair them. A record-breaking supercar has set a new one – for driving backward. Japanese scientists have produced a plastic that not only self heals but turns into fish food. There's a new way of reading drums for sound checks. A crowdfunded multitool even has an adjustable spanner. And North American scientists have come up with an app that can tell if somebody is drunk or not.
Guest:

Steve Caplin


Published:
Simon Rose

The Bigger Picture: David Cameron's return, Starmer's Gaza Rebellion and the Rwandan court verdict

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: David Cameron's return, Starmer's Gaza Rebellion and the Rwandan court verdict
Political commentator Mike Inidan discusses the return of David Cameron to front-line politics, considering it Rishi Sunak's last throw of the dice and an attempt at damage limitation. With a quarter of Labour MPs rebelling against Keir Starmer, Mike feels that the left wing of the party will hold him to ransom and cause havoc in the next Parliament, assuming Labour are victorious. And he looks at the Rwandan court verdict which drags the courts into politics once more and shows the PM to be weak.
Guest:

Mike Indian


Published:
Simon Rose

The Business of Film: Fingernails, Quiz Lady & Pandora's Box

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Fingernails, Quiz Lady & Pandora's Box
James Cameron-Wilson laments a box office down 44% with no new films other than high school sex comedy Bottoms. He was unimpressed by Apple TV's Fingernails with Jesse Buckley, a sci-fi romance he found weird without being funny or moving. He was, however, a fan of Disney+'s Quiz Lady, an enjoyable farce with Awkwafina, Sandra Oh & Will Ferrell which he thought great fun. He was most taken, however, by the beautifully-restored release of the 1929 Pandora's Box, starring Louise Brooks. This masterpiece of German expressionist cinema is held by many to be one of the most influential films ever made. Despite its age, James found it very modern in outlook, with some wonderful extras on the disc.
Guest:

James Cameron-Wilson


Published:
Simon Rose

The Financial Outlook for Personal Investors: Three years on from Pfizer Monday, what has changed?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Three years on from Pfizer Monday, what has changed?
Three years on from Pfizer Monday, when Pfizer and BioNTech announced a Covid vaccine, Russ Mould of A J Bell looks at how different the investment world is now. Commodities have outperformed equities which have outperformed bonds, with Bitcoin doing best of all as investors search for a store of value that won't be affected by central banks. While both drugs companies' shares are lower than 3 years ago, the FTSE has outperformed the Nasdaq Composite. Are we now in a permanently different decade and have growth stocks had their day in favour of value?
Guest:

James Cameron-Wilson


Published:
Simon Rose

Gadgets & Gizmos: Telepresence robots, video conference fun & virtual tourist visits

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Telepresence robots, video conference fun & virtual tourist visits
Steve Caplin discusses the latest tech. On the latest Apple computers there are new ways to enliven video conferencing. An AI security camera can describe what it sees. Robots attending meetings for you are getting more responsive. Drones will take you to some of the world's greatest tourist site without leaving home. Prague's airport is to have a country-wide map on the ceiling linked to current events. There's a revolutionary bike lock that solves the problems all cyclists face. The Department for Transport hopes to end parking app rage. And why, if you're Russian, you should be careful about using a language app to order pomegranate juice.
Guest:

Steve Caplin


Published:
Simon Rose

The Bigger Picture: Cheap money is no more, Net Zero planning madness & property market jitters

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Cheap money is no more, Net Zero planning madness & property market jitters
Professor Tim Evans of Middlesex University posits that cheap money is now a thing of the past and that politicians, of whatever stripe, are going to have to find a way to live within harsher financial constraints. He looks at some of the UK's central planning madness when it comes to Net Zero, contrasting it to the more successful and forward-thinking policies of Norway. And he highlights the severe cracks opening up in the UK commercial property market, wondering what the end result will be.
Guest:

Professor Tim Evans


Published:
Simon Rose

The Financial Outlook for Personal Investors: The consumer sector and investing in Vietnam

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The consumer sector and investing in Vietnam
Neil Shah of Edison Group tells SImon Rose of Edison's study into the consumer sector, which has been affected by the hit to consumer confidence. There's plenty of value in the sector and the report lists companies which have had upgrades but not seen share reactions. The changed environment is exposing those companies which have weak business models. He also highlights Vietnam Holdings, an investment trust which has outperformed the market in that dynamic economy. At some stage, Vietnam will cease to be considered a frontier market and valuations will change as a result. Both reports are on the Edison website.
Guest:

Neil Shah


Published: