Blue Whale's Stephen Yiu reveals where he sees Trump as a tailwind and what that means for some of the big name global stocks in his portfolio. The Blue Whale manager also discussed where he sees opportunities now and why he is choosing to back AI in a very specific way....read
As Rathbones head of multi-asset investments, David Coombs is in charge of its go-anywhere funds. He joins Simon Lambert on the Investing Show.
'There's a lot of risks out there but at the same time, if things seem risky that typically leads to opportunities', says Tom Becket, of Cannacord Wealth.
Stephen Yiu, manager of the Blue Whale Growth fund explains to Simon Lambert why he likes some of these stocks but would avoid others.
Simon Lambert is joined by Interactive Investor's Richard Hunter for a look at how markets have performed this year and what could happen next.
James Dow, of SAINTS, speaks to Simon Lambert about why he believes that even when investing for income, growth matters to investors - and the stocks he picks to deliver both.
Simon Lambert and Matt Conradi, of Netwealth, discuss what investors can do to make the most of the tax-free investing options - and what they should do before the end of the tax year.
Jon Forster, of Impax Environmental Markets, discusses backing companies that can deliver future profits and be beneficial for the world we live in.
On the first episode of a new series of the Investing Show, Ian Lance explains the investment philosophy that has seen Temple Bar return 80 per cent since he and Nick Purves took over.
Richard Hunter and Simon Lambert discuss what interest rates on both sides of the Atlantic may mean for investors and look at the shares that could do badly and those that could do well.
Venture capital trusts offer the opportunity to invest in some of Britain's most exciting small growth companies and a juicy 30 per cent income tax break.
Blue Whale's Stephen Yiu explains why he no longer holds any FAANG shares but does back Microsoft and what made him pick energy stock Canadian Natural Resources.
Simon Lambert is joined by the TR Property manager, who explains why he thinks backing retail, warehouse and office real estate could deliver rewards.
Impax Environmental Markets has spent two decades scouring the world for companies that can help deal with the challenges the planet faces.
On this episode of the Investing Show, we look back at the scorecard for the Footsie and other major markets last year and look forward to what may happen this year.
Tom Becket explains why he feels inflation may prove sticker in the UK than in the US and markets, but bold investors looking for value could profit.
Doom and gloom are dominating the headlines but investors are being too pessimistic and the UK stock market is cheap, says Temple Bar manager Ian Lance.
Britain has a new Prime Minister who has vowed to be pro-business and help consumers, but will that filter through to the stock market?
Investors are past the halfway mark for 2022 and it has been a troubling year so far, with the global markets dominating US in bear market territory. So what next?
Biotech has suffered after a Covid boom and Ailsa Craig of International Biotechnology Trust says that 'valuations have now come right back down to pre-pandemic levels.'
Stephen Yiu joins Simon Lambert to discuss whether his investment outlook has changed, how the recent shake-out and where he sees the best opportunities now.
Big name US growth stocks have suffered falls, but is this a changing of the guard and why is the shift in central bank thinking seen to benefit value not growth?
BP and Shell are raking in cash and paying big dividends of 4.8% and 4.1%, respectively, But are they cheap for a reason and likely to remain so?
In the Strategic Equity Capital trust he manages, Ken Wotton has a tight portfolio of just 17 companies and adopts a private equity style approach.
Kirsty Gibson discusses the disruptors coming up behind the digital era's household names, which are shaking up industries by enabling other businesses to succeed.
On this episode of the Investing Show Simon Lambert and Richard Hunter discuss which firms and sectors are returning to rewarding investors.
'We're pretty excited by the outlook for a lot of reasons and literally at the moment we're in sell to buy mode,' says Georgina Brittain, manager of JP Morgan UK Smaller Companies trust.
Argonaut Capital's Barry Norris says this year will be better for old economy company, value and commodities investors and one asset that could be hit hard is cryptocurrency.
Richard Hunter and Simon Lambert delve into the big name banks, how they differ, and the challenges and opportunities they face.
Investors have been backing a strong rebound from lockdowns - and are already reaping the rewards from some shares that have leapt since vaccines were revealed.
Jupiter Green invests in companies that put solving environmental problems at the core of their business. Manager Jon Wallace joins us on the latest Investing Show.
While some multi-asset funds delight in their complexity, a simple mix of shares, bonds and cash is enough for Iain McCombie of Baillie Gifford's Managed Fund.
We discuss the sectors and companies that could see a rerating in the path out of lockdown and benefit from the momentum-driven market turning their attention to them.
One of Britain's best known fund managers, Nick Train, speaks to Simon Lambert about his most challenging year and why the next five years could bring a huge boost.
After investors saw Scottish Mortgage double their money in a year, we speak to joint manager Tom Slater about that 12 months, the future and its big shareholdings.
Tech stars led the way in the rebound, but investors are now asking what will do well in 2021? The UK might be an answer, says Psigma's Tom Becket.
News of successful Covid-19 vaccine trials have sent shares soaring and the FTSE 100 is up 14 per cent in November, so what happens next?
The high-flying Blue Whale Growth fund has reaped the rewards of the US stock market's bounce back from the coronavirus crash.
The coronavirus crash has proved short lived for the US stock market, as its global tech giant members have driven a strong rebound to new record highs.
Away from the traditional commercial property world there is still sustainable income to be had for investors, argues fund manager Mark Brennan, of Foresight.
We speak to Nicholas Weindling, of the JP Morgan Japanese Investment Trust, to find out how Japan dodged a hard lockdown and where growth may lie.
Simon Lambert and Richard Hunter look at the rally seen after the coronavirus crash and whether it is warranted or markets have got ahead of themselves?
We speak to manager Barry Norris to ask him how the fund not only weathered the storm but turned a big profit - and what he is investing in now.
The stock market has staged a strong recovery from its March lows, but there are likely to be more tough days ahead.
The world has been turned upside down and stock markets are in turmoil as countries press the pause button to try to stop coronavirus spreading. We discuss what next.
With stock markets tumbling hard and fast last week and the Fed slashing 0.5% off rates, there is clear concern that this isn't just any old correction, so what can investors do?
'It's not just about high yield, it's about owning companies with dividends that we think can steadily grow into the future', says Troy Income & Growth co-manager Hugo Ure on the latest Investing Show.
Biotechnology lies at the intersection of a growing need for healthcare and treatments tailored to patients. Ailsa Craig, of International Biotechnology Trust, explains how it invests.
Traditionally at this time of the year people would be talking about the prospects of a Santa Rally, this December it's different as the UK has an election taking place in the middle of the month.
Scottish Mortgage's co-manager Tom Slater, explains how the trust invests and why he believes 'the world's most exciting, interesting growth companies' have more good times ahead.
Henry Boucher, of Sarasin Food and Agriculture Opportunities explains how from field to fork, and the consumer economy to climate change, there are fascinating changes taking place in the food chain.
Lloyds Banking Group shares leapt almost 13 per cent on hopes of a Brexit deal, but that was a rare bit of sunshine in an overwhelmingly gloomy year. So are UK banks a value opportunity?
Interest rates are being cut again but Britain's investors would be foolish to think that the trade that has made them money in the past five to ten years will continue unchecked, says Tom Becket.
Could backing the new energy sector instead deliver the returns they desire, whilst also protecting the world we live in? We speak to Chris Tanner, of JLEN, Environmental Assets.
Mike Kerley, of Henderson Far East Income has rewarded investors willing to back his investment trust with a solid stream of dividends combined with share price growth in recent years.
Under normal circumstances, Boris's loosely defined policies would put a bit of swagger in the economy's step and be good for people's finances and investors. But then there's Brexit.
Colin McLean, manager of the SVM UK Opportunities fund, says that he is backing British firms with good profit margins, solid business plans and something special in their product or service.
What can DIY investors learn from the Woodford blowout for how they manage their money, keep an eye on the funds they hold, and whether an investment trust would be better option?
US smaller companies are consistently some of the fastest-growing and most innovative in the world, but are they still ripe for profits? We speak to Nick Ford, of Miton US Smaller Companies fund
We talk to David Coombs, of Rathbones, who sifts through the world’s investments to find the pieces of the jigsaw needed to deliver good and reliable returns for investors.
On this episode of the Investing Show, we speak to Fidelity UK Opportunities manager Leigh Himsworth.
Britain's commercial property market can be as much of a soap opera as its residential one, but investment trusts such as Ediston offer a solid 5.5% dividend yield.
The Sanford DeLand UK Buffettology Fund was one of only three UK All Companies funds to last year up, we speak to manager Keith Ashworth-Lord to find out how.
Brexit may be a worry on many people’s minds but the UK is still home to companies - both big and small - that can deliver an inflation-beating return, says Rosemary Banyard.
In this Investing Show special, Andrew Montlake of mortgage broker Coreco, joins us to discuss what’s going on in the UK's property and buy-to-let markets.
Top fund manager, Gresham House's Ken Wotton explains how he finds the best small cap shares and reduces risk.
‘We want an income not just for today, but a growing income into the future,’ says Evenlode Global Income’s Ben Peters, as he discusses the companies it favours.
Spencer Adair, of Monks investment trust, joins Simon Lambert on the latest Investing Show, to explain how it invests and looks for growth - including in some unusual places.
Blue Whale Growth is the third best performing global fund over the past twelve months, we speak to fund manager Stephen Yiu to find out more about the fund on investors' radars.
The US is home to the world's most exciting companies, but also to some seriously overvalued shares, says Tom Becket, of Psigma IM. He looks at what investors can do and where else to invest.
Ruffer says ‘we try not to lose money in any 12 month period, and to grow the value of our investors’ wealth over the long haul.’ How does it do that? We speak to co-manager Duncan MacInnes.
While the leading London index fell 10 per cent from its peak, some popular shares dropped by much more. We take a look at what has suffered and whether it is time for bargain hunting.
It is possible to invest your money with companies that are trying to answer the questions that the world is throwing at us. on Forster joins us to explain.
As a veteran emerging markets investor, Mark Mobius admits that he is ‘a little biased’, but that it is all about the potential growth and countries where the news is bad merit special attention.
It’s never been easier to invest around the world, but still many people shun investing for the low returns of cash. But why should they invest and how can you do it easily.
What if caring about where you invest could make you more money? That could potentially be the case for those who back impact investing, fund manager Tim Crockford explains why.
Already it is being claimed that England's run to the semi-finals will have helped the economy, as fans spent more. Can this be true?
‘Who’s got a good business model, who makes a profit and who’s borrowed too much money'. David Miller, investment director at Quilter Cheviot, gives us his tips on buying shares..
The property market is slowing and house price inflation has eased back but is this just being driven by London and the commuter belt?
Tom Becket, of Psigma IM, explains why he believes investors need to divide their thinking into short and long-term opportunities - and gives us three examples.
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