UK Investor Magazine

The UK Investor Magazine was thrilled to welcome Ed Croft, Founder and CEO of Stockopedia, to the podcast to explore how investors can employ rules-based stock picking to build market-building portfolios.Register for ‘The Smarter Way to Build a Market-Beating Share Portfolio‘ webinar here.Stockopedia provides investors with proprietary analysis tools to assist their stock selection. Based on a QVM philosophy (Quality, Value, and Momentum), these tools give investors the data required to build their own rules-based portfolio. Ed outlines the methodology behind the philosophy and the key company characteristics it seeks out.Ed provides deep insight into Stockopedia's NAPS portfolio built on the philosophy, outlining the stock selection methodology behind the portfolio that has returned an annualised 13% since inception, outperforming the S&P 500.We discuss NAPS best performers since its inception, including Games Workshop, Dart Group and Jet2.Rules-based investing can help remove the emotional element of investing. Ed discusses how investors can help manage the psychology of investing to focus on the core metrics of a company's performance.Discover the strategy that's outperformed every UK equity fund over the past decade. Join a free webinar with Ed Croft, CEO & Co-Founder of Stockopedia, as he reveals how everyday investors can build a market-beating stock portfolio.Register here. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was pleased to be joined by Damon Rand, the founder of Cepro, to discuss their residential smart grids for new UK homes, which promise to disrupt both the new home and renewable energy markets.Find out more about Cepro on Crowdcube here.Cepro is an award-winning smart grid developer and operator based in the UK, specialising in developing and operating residential smart grids for new UK homes, combining solar power, battery storage and electric vehicle charging infrastructure.The firm's vision centres on decarbonising and decentralising home energy whilst helping housebuilders deliver all-electric, future-proof homes at reduced costs.Cepro is addressing the challenge of high-carbon, gas-reliant centralised home energy systems at a time when housebuilders face mounting regulatory pressure and costs to deliver low-carbon infrastructure.We discuss the company's pipeline of commercial proposals covering over 11,000 homes and how Cepro aims to scale through strategic partnerships with builders in the growing UK new-build market.Find out more about Cepro on Crowdcube here. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Rebecca Maclean, Co-Manager of Dunedin Income Growth Investment Trust, to the podcast to drill down into the trust's portfolio and strategy.Dunedin Income Trust takes a total return approach to UK and European equities to achieve a dividend yield of 4.8%.Find out more about Dunedin Income GrowthWe explore the trust's stock selection process, and Rebecca provides deep insight into their selection process and how they identify high-quality companies that offer both growth and a sustainable income yield.The podcast highlights several of Dunedin Income Growth's portfolio holdings and Rebecca provides a fascinating overview of their investment thesis for holdings such as Assura, Chesnara and M&G.Rebecca explains the opportunity in the trust's shares ‘triple discount, which encompasses the attractive valuation of UK equities generally and the trust's share price discount to NAV.We discuss the macro influences that could support the trust's holdings and why Dunedin Income Growth is a good choice to ride out tariff-induced volatility. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Dan Higgins, Founding Partner and Chief Investment Officer of Marylebone Partners, the manager of Majedie Investments, to the podcast for an in-depth exploration of the investment trust and its strategy.This Podcast is essential listening for all individual equity and investment trust investors.Dan starts by explaining their ‘liquid endowment' approach to managing Majedie Investments, outlining their objective to deliver returns in excess of inflation through a deeply diversified and unique portfolio of equity-based investments.Explore Majedie Investments here.The Majedie Investments portfolio is constructed through allocations to three clear strategies: external managers, special investments and direct investments. Dan's explanation of each strategy is truly fascinating, and the combination of the strategies creates a unique proposition for investment trust investors.Dan explains why the trust should be considered by investors seeking an alternative to the US tech trade and why portfolios like Majedie's could outperform over the next decade.We address the current market volatility. Dan shares his views on navigating Trump-induced trade tensions and their implications for Majedie Investments. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Harald Braun, CEO of Guident, back to the podcast to discuss the recent deployment of their autonomous shuttles in West Palm Beach, new ‘watch bot' programmes, and Guident's upcoming IPO.Harald provides an update on Guident's IPO (30 min), detailing the imminent filing with the SEC. We discuss how Guident is bolstering the team ahead of listing on the NASDAQ.Guident recently launched its MiCa shuttle in West Palm Beach. We explore the rollout and what's next in the MiCa shuttles' expansion across the US. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to be welcomed by Robert Hudson, Chief Financial Officer of Grainger PLC, to explore recent developments at the FTSE 250 build-to-rent specialist.We start by looking at the group's transition from a trading company to a REIT and the tax benefits for investors. Taking a broad view of Grainger's proposition to investors, Rob notes the ability of retail investors to gain exposure to the UK rental market through an ISA by buying Grainger shares.Grainger's total rental income is up 15% in the early stage of their financial year. We look at the factors driving growth and the momentum the company is building in the build-to-rent sector. We explore Grainger's 5,000 property pipeline and the expected uplift in earnings. Rob outlines the technological capabilities of the business and how the company's CONNECT platform is designed to facilitate future growth and improved margins. We discuss Grainger's dividend track record and how the dividend will evolve as Grainger transitions to a REIT.Rob finishes by detailing what excites him the most about the year ahead. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to be joined by GenIP's senior management team to explore the company's recent announcements, including full-year results and contract wins. CEO Melissa Cruz and CFO Kevin Fitzpatrick outline the AI analytics company's progress since their AIM IPO and the traction they're gaining with global technology transfer offices. Kevin provides a run-down of recently released full-year results and insight into GenIP's cost base. Melissa explains their relationships with clients and the positive feedback they've received. We discuss targets for profitability this year and whether GenIP are still on track to become profitable in 2025. We discuss recent contract wins and the launch of new products later this year. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Gaurav Narain, Principal Advisor of the India Capital Growth Fund, for a deep dive into Indian growth companies amid tariff-induced volatility.The India Capital Growth Fund Investment Trust specialises in high growth Indian equities and has returned over 41% over the past three years.Please find out more about the India Capital Growth Fund Investment Trust here.We explore the trust's approach to Indian equities and the drivers of performance in recent years. We also question whether these drivers remain intact and delve into the key factors behind the Indian growth story, which are likely to persist in the coming years.We address tariff volatility and Gaurav provides his thinking on recent developments, which prove to be a breath of fresh air. The trust sees volatility as an opportunity to secure high-growth companies at more favourable valuations and is confident the composition of the Indian economy means it is one of the best protected from Donald Trump's tariffs.Gaurav outlines a number of portfolio companies, and we finish by looking at the outlook for Indian stocks. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Nick Britton, Research Director at the AIC, to delve into the AIC's Dividend Heroes; those investment trusts that have increased their dividends every year for 20 years or more.Get the full list of Dividend Heroes here.We explore the underlying asset classes the AIC's dividend heroes invest in and why these asset classes are supportive of consistently growing dividends.Nick explains the structural advantages of investment trusts, which allow them to pay and even increase dividends even during periods when the underlying portfolio companies may pause or cut their dividends.We touch on a selection of Dividend Heroes and the characteristics they share, and how they differ in terms of dividend yields and dividend growth.In addition to the Dividend Heroes, the AIC track's ‘next generation' Dividend Heroes that have grown their dividend for more than 10 years but less than 20 years. We compare the underlying asset classes of the next generation Dividend Heroes and reflect on the evolution of investment trusts over the years.Find out more about Next Generation Dividend Heroes. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Martin Connaghan, Co-Portfolio Manager of the Murray International Trust, for a deep dive into the trust and its approach to building a high-conviction global income portfolio.Find out more about the Murray International Trust here.We start by exploring the trust's geographical weighting and why the Murray International Trust is underweight the United States.Martin provides insight into the trust's stock selection process and how they blend bottom-up research with positioning for macro influences such as tariffs and AI.We discuss individual portfolio companies, including Broadcom and Taiwan Semiconductor and how the trust has been managing its positions in some of the portfolio's largest holdings.Martin finishes off by outlining what excites him about the year ahead and what keeps him up at night. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Gabriel Sacks, Manager of abrdn Asia Focus, for an insightful conversation around the trust and the Asian smaller companies universe. Find out more about abrdn Asia Focus here.We start by looking at the trust's investment objective and strategy. abrdn Asia Focus aims to maximise the total return to shareholders over the long term from a portfolio made up of quality smaller companies in the economies of Asia, excluding Japan. Of notable interest to investors, we look at the parameters and attributes the managers use to gauge quality. Gabriel provides a fascinating overview of the factors driving the trust's portfolio weighting geographically, paying particular attention to India and China.We explore key themes of tariffs and AI and how they play into the trust's approach. Gabriel outlines several of his favourite portfolio holdings and the opportunity for Asian smaller companies in the year ahead. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to be joined by Unite Group CEO Joe Lister to delve into the FTSE 100 student accommodation specialist's recent results and growth plans.We start by exploring the rental growth across Unite Group's portfolio of student accommodation and the factors influencing demand.Joe explains a shift in Labour's tone around international students, who make up around 30% of the students that rent Unite's properties.We look at the company's committed pipeline of £1.2bn of new properties, drilling down into the specific cities Unite has earmarked for expansion and the features and amenities Unite is providing its students.Unite Group's dividend rose 5% over the past year; Joe outlines the group's dividend policy and factors the could drive future dividend growth.Joe finishes off by sharing the three things that excite him the most about the year ahead. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Mike Maddison, CEO of NCC Group, to the podcast to explore the FTSE 250 cyber security specialist.We explore NCC Group's growth opportunities as the world becomes increasingly digitalised, and new threats to organisations emerge.Mike explains NCC's growth strategy and how the business is evolving to meet clients' demands.The company has recently announced improving margins and a return to growth. Mike provides insight into the key drivers behind the numbers.NCC Group recently announced the extension of a contract with TikTok. We explore this partnership and touch on NCC's wider customer base. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Wylde Market CEO Nick Jefferson to the podcast to discuss the company's crowdfunding campaign and its growth opportunities. Find out more about Wylde Market here.Wylde Market operates as an online farmers' market facilitating direct transactions between consumers and producers.The business was born out of Nick's frustrations with supermarkets' dominance of the UK grocery market and their treatment of food producers. Customers can purchase from multiple vendors across the Wylde Market, receiving their selections in a single sustainable package through nationwide delivery.The business model lends itself to rapid scaling in a growing market as it doesn't maintain inventory or delivery infrastructure. Wylde Market serves as an intermediary platform connecting consumers seeking diverse, sustainable food options with producers looking to expand their customer base.The company generates revenue by charging a 33% commission on each transaction and is led by an experienced management team with backgrounds in brand development and retail. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Daniel Kos, CFO of PPHE Hotel Group, to discuss the group's recent results and future growth plans.PPHE Hotel Group is an FTSE 250 constituent with a market cap of £545m and a dividend yield of 2.9%. The company operates hotels under brands including Park Plaza, Art'otel, and Radisson Red.Daniel outlined their diversified portfolio, highlighting revenue streams across 51 European hotels with particular growth in key metropolitan markets. We discuss recent financial performance and the key drivers of growth of the past year.The discussion highlighted their £300 million development pipeline, with Daniel emphasising how new openings feature enhanced guest experiences that distinguish them from the competition.When questioned about future growth beyond current projects, Daniel explained their opportunistic approach and several cities they had on their watchlist.Daniel outlines PPHE's progressive dividend policy, which saw a 5% increase to 38p in 2024.We finish by discussing the biggest opportunities and risks for the year ahead. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Rathbones Investment Management's Co-Chief Investment Officer, Edward Smith, to the podcast.This episode focuses on Rathbones' 2025 Outlook and explores the AI trade, DeepSeek's emergence, Trump tariffs, UK equity valuations, European growth, and China.Explore Rathbones' 2025 Outlook here.Amidst concerns over Trump's tariffs, Edward identifies potential opportunities for investors prepared to look beyond the gloom. We examine the US AI rally and explore whether DeepSeek's emergence threatens to derail the entire global equity market. Edward offers a fascinating insight into the key metrics his team uses to assess the value of AI stocks and technology shares and what recent analysis suggests. When discussing US equity concentration, we consider whether the Magnificent Seven's market dominance will persist and highlight sectors that could broaden the US equity rally. We compare and contrast the sluggish growth in Europe with the UK's economic landscape, outlining key differences and assessing relative investment attractiveness between the two markets.The conversation examines China's evolving role in global growth, questioning whether it still serves as the primary growth engine it once was. Edward identifies alternative geographies he believes are positioned to fill any potential gap left by China.To conclude, Edward offers insights into which markets present the best relative value in 2025 and where they anticipate the strongest growth potential. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Michael Field, Chief Equity Market Strategist EMEA at Morningstar, back to the podcast to explore the German election and the potential impact on equities.We start by looking at the major influences on the German elections, including immigration and cost of living, and the consensus regarding possible results. Michael outlines investor positioning going into the election and what the main policies investors should be aware of.We explore the sectors that could benefit most, and Michael highlights individual stocks his team have picked out as possible beneficiaries of the election.Elections can dramatically impact equities, and we look at possible market reactions and how the base case result impacts German elections in the immediate and longer-term reaction. To finish off, we explore the alternative scenario in the case Merz's CDU is not the biggest party and what the fallout could be. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Niall Pearson, Director of Hybridan, to the podcast to lift the lid on two exciting small caps: Physiomics and MediaZest. Physiomics is a leading oncology consultancy that leverages advanced computational modelling and simulation to optimise drug development. The company has supported over 100 commercial projects spanning discovery, pre-clinical and clinical studies. Through their Model Informed Drug Development approach, Physiomics helps biotechnology and pharmaceutical companies make more informed decisions and streamline their development processes.MediaZest specialises in providing cutting-edge audio-visual solutions, with a particular focus on digital signage and audio systems for prominent retailers, brand owners and corporations. The company offers a comprehensive end-to-end service, encompassing everything from initial content creation and system design through to installation, technical support and ongoing maintenance, positioning itself as an integrated solutions provider in the audio-visual sector. The company is increasing recurring revenues and expects to become EBITDA-positive in the near term. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, back to the podcast to delve into the technology incubator's 2024 portfolio results and what could be in store in 2025. We start by reviewing the portfolio's performance in 2024, paying particular attention to the impact of MicroSalt and GenIP's IPOs.Dr Clifford Gross outlines plans for Guident's proposed NASDAQ listing and what it means for Tekcapital's overall strategy.We finish by exploring the roadmap for Tekcapital to return net asset value growth to shareholders via special dividends. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Bang! Curry Co-Founders Mark Johnson and Shelly Nuruzzaman to the Podcast to discuss Bang! Curry's current funding round.Find out more about Bang! Curry here.Mark and Shelly outline Bang Curry's growth plans and their achievements to date. Bang! Curry has developed an Indian curry kit product tailored to the growing trend of ‘scratch cooking' and people taking a greater interest in the cooking process of Indian foods.The company's products have been stocked by Waitrose since Q4 2024, representing a significant milestone for the company, which has forged four distinct revenue streams for its innovative curry kits. Food service is a significant part of the business, and the company has begun exporting to the United States with bulk products available in TJX stores.Don't invest unless you're prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong.Take 2 mins to learn more Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Rick Guiney, CEO of MicroSalt, back to the podcast to review the low-sodium salt company's progress in 2024 and outline what investors can expect in 2025.We start with a review of the progress the company made in 2024 following MicroSalt's IPO in February 2024. Rick provides an overview of recent developments, including the launch of ‘MicroSalt Premium' and the inroads the company is making with new applications, including French fries, in the fast food industry.We conclude with a rundown of what investors have to look forward to in the year ahead. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Karen Brade, Chair of the Keystone Positive Change Investment Trust, to discuss why retail investors must vote against opportunistic and cynical plans by Saba Capital to take control of seven investment trusts.Saba Capital has launched an attack against seven investment trusts by requisitioning meetings in an effort to take control of the board and impose their own investment strategies.Visit the UK Investor Magazine Investment Trust Centre here.The trusts subject to requisition are Baillie Gifford US Growth Trust, CQS Natural Resources Growth & Income, Edinburgh Worldwide Investment Trust, Henderson Opportunities Trust, Herald Investment Trust, Keystone Positive Change Investment Trust and the European Smaller Companies Trust.Karen details the steps Keystone has taken to engage with Saba Capital and the disingenuous tactics employed by the US Hedge Fund in the run-up to requisitioning the removal of investment trust boards.We explore the potential consequences for investors if Saba is successful and the importance of retail investors voting against requisition proposals. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Craig Martin, Chairman of Dynam Capital, the manager of the Vietnam Holding Investment Trust, back to the podcast for a review of 2024 and a look at what investors can expect to look forward to in 2025.Explore Vietnam Holding's Investment Trust CentreVietnam Holding's peer group-leading performance has been recognised by several awards, including the UK Investor Magazine's ‘Best Emerging Markets Trust' and similar recognitions from Citywire and Investment Week.We start by delving into the factors that put Vietnam Holding at the front of the peer group. We look at drivers of performance and narrowing discount-to-NAV over the past year. Craig explains Vietnam Holding's innovative reception scheme and the crucial part in played in allowing the trust to expand the size of its fund.Craig finishes by outlining what investors have to look forward to in the year ahead. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Nicolas Vocos, the founder of LND, a digital lending platform revolutionising real estate financing in the UK and Europe.Find out more on RepublicVocos explains that LND was created to address a significant gap in the market, where small and mid-market borrowers struggle to secure funding due to banks' retreat from the sector and burdensome regulations. The platform aims to connect institutional investors directly with real estate businesses seeking flexible loans.Vocos discusses LND's strategic partnerships, including agreements with Aeon Investments, a major UK banking group, and CBRE, one of the world's largest commercial loan servicers. These partnerships strengthen LND's market presence and expand its capacity to service real estate loans across the UK. The company has assembled an experienced team from top investment institutions, bringing decades of real estate expertise to the platform.LND is raising £1m in a scale-up round at what Vocos describes as an attractive valuation for early investors. The funds will be used to fully digitise the platform and accelerate team growth, with the company targeting loan deployments of £300m in 2025 and over £500m in 2026. This expansion is expected to generate significant fee income, with current deployments of £200m already generating approximately £6m in fees over a 2-3 year loan life. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Mike Coop, Morningstar Wealth's Chief Investment Officer, for a deep dive into their Outlook for 2025, covering topics including portfolio construction, key investment themes and the microenvironment.Download Morningstar's 2025 Outlook Report here.We examine global markets for potential opportunities, with particular attention to how traditional portfolio allocation strategies may need to adapt. We explore the conventional 60/40 split between equities and bonds in light of changing market conditions and economic cycles.As we navigate through varying risk profiles, investment opportunities are emerging across the spectrum. For those seeking higher returns, several compelling options have been identified, though these must be weighed against increased risk exposure. Meanwhile, conservative investors face the challenge of adapting to a falling interest rate environment. The role of interest rates remains crucial across all investment theses, introducing both opportunities and potential risks that require careful consideration.China has emerged as a notable medium-term opportunity in Morningstar's 2025 outlook. The discussion around this market centres on identifying the most effective methods for investors to capture potential returns while managing associated risks.The UK housing sector, particularly housebuilders, has been identified as an area of potential strength for 2025. This outlook is supported by several key drivers that Mike outlines in detail.The evolution of artificial intelligence continues to shape investment opportunities and we consider the next stage for public markets. While semiconductor manufacturers represented the first wave of public market opportunities in the AI space, we look at how attention is now turning to identifying the second wave of AI-driven investment potential for 2025.Interest rates remain a central theme throughout these discussions, acting as a key variable that could significantly impact investment theses across all sectors and regions. This underscores the importance of maintaining flexibility in investment strategies and being prepared to adjust as market conditions evolve. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Bob Flint, CEO of Mirico, to discuss their methane detection technology and current crowdfunding campaign.Visit Mirico's Crowdfunding page hereMirico is a climate technology company that has developed an innovative laser sensor and analytics platform for detecting methane emissions, which are responsible for one-third of global climate change.Sign up for ‘Meet the CEO' webinar 7th January 2025Their technology provides continuous, precise monitoring capabilities that enable industries to identify and fix even small or short-lived methane leaks in real-time, distinguishing them from competitors who typically only offer periodic snapshot surveys.Bob outlines Mirico's market traction with over 20 deployments across five continents, serving customers in oil and gas, landfill, biogas, and agriculture sectors, including major players like Shell. Their intellectual property is protected through three patent families and three trademarks, while their business operates primarily on a hardware-enabled SaaS model, providing emissions insights as a service.Operating in a rapidly expanding market with a total addressable market of $14.9 billion and a serviceable addressable market of $2.9 billion, Mirico has attracted investment from notable VCs and industry players, including UKI2S, Foresight Williams, Oxford Innovation, New Climate Ventures, and Shell Ventures. The company is currently seeking funds to accelerate sales efforts, deliver on pilot projects, secure additional international pilots, and refine its digital platform.Disclaimer: Don't invest unless you're prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Kevin Limn, CEO of Adsure Services, to run through the business assurance specialists' half-year report.Please visit the Adsure Services investor hub here.Adsure Services delivered stellar performance during the half-year period. Revenue grew 19%, driving gross profit 46% higher. The most important takeaway for investors was a 60% increase in the interim dividend.We explore the factors driving higher sales and how Adsure Services delivers on its growth strategy.Kevin finishes by highlighting what investors can look forward to in 2025. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Lord David Willetts, Chairman of GenIP, to the podcast to explore the opportunity for GenIP in technology transfer and the company's plans for the future.Lord Willetts served as Minister for Universities and Science before moving to the House of Lords. Lord Willets sees his role at GenIP as an excellent opportunity to harness his deep experience in innovation and utilise Generative AI to help University Technology Transfer Offices boost the commercialisation of new technological discoveries.We explore how GenIP is helping enhance the success rates for technology transfer and the problems GenIP is fixing for technology transfer offices.Lord Willetts finishes by outlining what he'd like to see GenIP achieve in 2024. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine welcomed Fawzi Hanano, Chief Development Officer of Cornish Metals, to explore the London-listed tin miner's recent developments.We start with tin's broad electrical applications. Tin is a strategic metal vital in the manufacture of electric cars, computer chips, and the energy transition.Fawzi highlights the importance of tin in the artificial intelligence boom and the use of tin chips and data centres powering technology adoption.We discuss the importance of the Western world securing a reliable tin supply amid disruption in Asian markets.Cornish Metals owns 100% of the South Crofty tin mine in Cornwall. Fawzi outlines plans to bring the mine back into production and ensure the UK's tin supply for decades to come.To finish, Fawzi highlights three things investors should keep an eye out for in 2025. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Emma Bird, Head of Investment Trusts Research at Winterflood, to lift the lid on the UK Investment Trust space.Visit Winterflood Fund Insight here.This podcast, which drills down into the fundamental factors at play in the Investment Trust space, is a must-listen for investors.We start by looking at narrowing in Investment Trust discounts, particularly in private asset trusts, and the factors driving share price gains against NAVs.Emma highlights particular sectors that offer value on a discount and income basis compared to the wider Investment Trust universe.We explore some individual Investment Trusts that emerged as winners from the US election as investors positioned for President-elect Trump's policies.Emma concludes by outlining why investors should consider Investment Trusts over OEICs, Unit Trusts and ETFs. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Charles Luke, Manager of the Murray Income Trust, to the podcast to explore the trust's investment strategy and the factors driving investor returns.Charles outlines their approach to UK Equity Income, centring around the ‘Three Ds': dependability, diversification, and differentiation.The Murray Income Trust retains over 50% of dividend revenue for consistent growth. The Murray Income Trust is a true dividend hero, continually increasing dividends for 51 years and yielding 4.7%.Charles details recent additions to the portfolio and shares what excites him the most about being a UK Equity Income manager over the coming 12 months.Find out more on the Murray Income Trust website Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Tekcapital CEO Dr Clifford Gross back to the podcast to run through the latest developments for portfolio companies.We discuss Guident's latest update and the accelerating growth opportunity in Autonomous Vehicles as Elon Musk joins Donald Trump's administration. Cliff touches on the Guident IPO and what investors should expect in 2025.Cliff shares Tekcapital's views on GenIP's progress and whether the Generative AI company has met or exceeded expectations.We finish with a summary of recent Innovative Eyewear and Belluscura developments/. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Marc Kimsey, Director at F&O Research, back to the podcast for a deep dive into a range of US and UK equities.Download Market Navigator Pro View and Chartist IdeasWe start with a look at macroeconomics and geopolitics before moving on to individual shares.We discuss Nvidia results and the implications for the wider equity market. The reaction in shares was fairly muted, but Nvidia still holds the key to the entire AI-related rally.Marc explores UK shares BP, Barclays, and Natwest. Oil prices have weighed on BP and we question how long the softness in BP can last. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Professor David Gann CBE, Non-Executive Director of GenIP, to the podcast for an insightful conversation around technology transfer, UK startups and Generative AI.Professor David Gann OBE explains the strides forward the UK's venture capital industry has made over the past 20 years and the critical relationship between venture capital and University technology transfer offices.Drawing on his experience as Chair of UK Industrial Fusion Solutions, Non-Executive Director of VenCap and previous position as the Chair of the UK Atomic Energy Authority, David provides deep insight into the UK's strengths in innovation and how technological discoveries are commercialised. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Marc Kimsey, Director of F&O Research, for a deep dive into US and UK equities in the wake of the US election and UK budget.The US election and UK budget have deep consequences for equities. Marc explores the biggest winners and losers from the most significant risk events of 2024.We discuss UK equities touching Barclays, Lloyds, Vistry, and Taylor Wimpey.Our conversation explores whether the FTSE 100 shares should just be considered an income play or whether there are any hopes of growth for the index. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Clifford Gross, CEO of Tekcapital, back to the Podcast for a run-through of the latest developments for portfolio companies.We welcomed Clifford to the Podcast just a couple of weeks ago to catch up on recent progress. However, after sharp moves this week in Innovative Eyewear and MicroSalt, we asked Clifford back on the podcast to provide further details about the factors driving the reratings in shares.We discuss the broad adoption of low-sodium products and the tailwinds for MicroSalt. We finish by running through Innovative Eyewear's latest launch: safety smart eyewear. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Melissa Cruz, CEO of GenIP, back to the podcast to discuss the Generative AI analytics company's technology and the real-world benefits of its services.We start by discussing technology transfer from research organisations to commercialisation, highlighting leading companies such as Google and Paypal, which started life as university discoveries.We explore the value created by technological discoveries and how GenIP is helping more of these innovation reach full commercialisation.Melissa provides deep insight into GenIP's AI models and what differentiates them from existing services like ChatGPT. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, to the podcast for a comprehensive look at recent portfolio company developments. Tekcapital is a technology investment company listed on London's AIM investing in university technology with large addressable markets.We start with discussing the GenIP IPO and the strong level of orders the company has enjoyed since launching Generative AI services. Clifford moves on to provide an update on progress at smart eyewear portfolio company Innovative Eyewear and what investors can expect in the near future.Investors will be interested to hear MicroSalt could be making significant announcements about their B2B business in the comings months. This was just a suggestion and isn't guaranteed, but there seems to be something bubbling away with potentially ‘blockbuster' news on the horizon.We touch on Guident and Belluscura before the Tekcapital CEO outlines what excites the company the most about the year ahead. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Stephen Rosser, Investment Director and UK Counsel at the NextEnergy Capital, the manager of the NextEnergy Solar Fund, to the podcast for a comprehensive update of this year's progress.Explore the NextEnergy Solar Fund in the UK Investor Magazine Investment Trust CentreThe big attraction to the trust for investors is the 10% dividend yield and we give the dividend policy and outlook the attention it deserves.Before that, Stephen provides a comprehensive overview of the trust and its assets, explaining the key growth opportunities in solar.The NextEnergy Solar Fund has over 100 solar assets with a capacity of 980MW making it a vital contributor to the UK's target of 70GW capacity by 2035. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Melissa Cruz, CEO of GenIP, to discuss the company's growth plans on the morning of their AIM IPO.Melissa outlines a strategy focused on recurring revenues from Generative AI services delivered to the world's leading research institutions.GenIP helps research organisations bridge the gap between technological discoveries and commercial viability. The potential market for GenIP runs into the thousands of organisations. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Nick Purves, Fund Manager of the Temple Bar Investment Trust, for an insightful discussion about UK shares and the trust's approach to value investing.Explore the Temple Bar Investment Trust in the UK Investor Magazine Investment Trust Centre.Temple Bar are value investors seeking out UK shares that trade at a discount to their intrinsic value, with an acceptable margin of error.We discuss the trust's strategy and several holdings, including Shell, Marks & Spencer, and NatWest.We also look at the wider UK stock market, exploring the general environment for UK stocks and current valuations that are attracting takeover bids from overseas companies. Nick notes just how many of the Temple Bar's portfolio's holdings have been subject to takeover interest.Nick outlines the positive impact of share buybacks, which are ‘driving enormous value creation for shareholders'. This is one potential catalyst Nick sees for a rating of UK stocks. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome City Index's Fiona Cincotta to the podcast for a deep dive into the FTSE 100, GBP/USD, Nvidia, and the key economic events for Q4.After the Fed signalled they would cut rates in September, we explore the market positioning for a rate cut and what will happen if they don't (however unlikely that may be).Turning attention to the UK, Fiona discusses the GBP/USD rally, the factors behind it and whether the trend is still intact. We look at the FTSE 100 and the dynamics that could take London's leading index to fresh all-time highs.We ask Fiona the $10 trillion question – is the AI trade over? We touch on Nvidia results, which were apparently not good enough to sustain a rally in the chip maker and the wider sector.With Labour's first Budget coming up in October, Fiona outlines the key markets in the run-up to 30th October.We finish by earmarking the markets with the most potential for volatility going into the end of the year. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Peter Lai, CEO of Majestic Corporation, to the podcast for a deep dive into the emerging leader in sustainable circular economy solutions.Aquis-listed Majestic Corporation specialises in recycling and recovering precious and base metals from everyday materials that societies routinely discard. This includes electronics, catalytic converters, solar and battery materials.CEO Peter Lai outlines the benefits of recycling metals as opposed to mining, both from an environmental perspective, and from an economic perspective.Majestic Corporation has recently posted strong results for FY2023. Highlights include a 25% increase in revenue to US$29.4m and a 149% surge in profit before tax.Peter details Majestic's growth strategy and what excites him the most about future developments for the company. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Harald Braun to the podcast for a deep dive into the recent developments at autonomous vehicle safety company Guident.Tekcapital portfolio company Guident is a leader in innovative autonomous vehicle safety solutions utilising human-in-the-loop technology.As always, Harald provides deep insight into the company and recent activities. We discussed a recent trip to Europe and the fruitful conversations the company had with new and existing customers.Harald outlines commercial momentum and a number of MOUs and strategic partnerships that will soon be announced.We explore Urban Mobility in broad terms and the key demands of authorities driving the adoption of electric autonomous vehicles. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast was delighted to be joined by Abby Glennie, Deputy Head of Smaller Companies at abrdn, for a deep dive into UK smaller companies and the abrdn UK Smaller Companies Growth Trust.We start with a discussion about the strategy, looking at the trust's bottom-up approach to UK smaller companies. Abby details a strategy and screening process that seeks out companies meeting strict criteria for quality, growth and momentum.Visit the abrdn UK Smaller Companies Growth Trust website.Abby explains the key themes for abrdn UK Smaller Companies Growth Trust and outlines the opportunities and challenges in the coming periods.We look at the macro influences driving stock selection, and Abby outlines her views on how a UK interest rate cut will benefit the UK small-cap space.We run through a selection of holdings within the trust and why the team sees value in these particular UK smaller companies. Abby highlights Cairn Homes as their pick of housebuilders and we discuss why the company stands out.The podcast concludes with a selection of portfolio companies that excite Abby the most, including recent IPO Raspberry PI. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Michael Field, European Equity Strategist at Morningstar, back to the podcast to jump headfirst into European equities and the key consideration for investors.Download Morningstar's European Equity Outlook Q3 2024Michael has joined the UK Investor Magazine on a number of occasions over the past year and provided a fascinating insight into the macroeconomic factors driving European stocks and highlighted individual names offering value. This episode was no different.We start with looking at the key risks and rewards for European equities and explore the political environment.The discussion progresses to the sector Morningstar see value in before touching on Reckitt Benckiser.Morningstar previously highlighted Persimmon as a company that offered deep value. After a near 50% rally, we look at what the the Labour government means for the UK housebuilding sector. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, to the podcast for a deep exploration of Generative AI and investor demand for UK AI startups.This podcast delves into the current state and future potential of Generative AI (GenAI), focusing on the near-term opportunity for early-stage companies through to the hypothetical event of AI singularity decades from now. Dr Gross provides insight into the trajectory of the GenAI industry, with significant developments expected by 2045. These advancements could potentially lead to enhanced human capabilities through seamless integration of AI systems with individuals and even AI singularity.The discussion touches on Tekcapital's plans to launch a GenAI-focused company in the third quarter of 2024.Nvidia has dominated AI-related gains in the stock market; we question whether applications from companies such as Microsoft, Alphabet, Amazon, Meta, and Tesla will be the ultimate winners, or if companies implementing these tools will produce the greatest shareholder value. We explore the United Kingdom as an emerging leader in GenAI startups within Europe and the Middle East. The podcast also looks at the potential for GenAI applications to integrate into various sectors, with knowledge-intensive businesses likely to be the initial beneficiaries.Dr Gross suggests that customers will be the ultimate beneficiaries of GenAI advancements, gaining access to better-informed solutions at lower costs. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Craig Martin, Chairman of Dynam Capital, the fund manager of Vietnam Holding, back to the podcast for a fascinating instalment of Vietnamese economic and portfolio construction.Explore Vietnam Holding in the UK Investor Magazine Investment CentreAt the time of recording, Vietnam Holding shares were just a whisker away from a record high which was set just a few days prior.We discuss the key economic data behind Vietnamese equities' ascendancy and the positioning AAA-rated managers at Dynam Capital have taken to drive significant outperformance compared to the benchmark.Craig provides an overview of Vietnam Holding's high-conviction portfolio detailing specific companies and core investment themes. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to be joined by Gerry Perez, CEO of Interactive Brokers UK.This podcast explores Interactive Brokers, a pioneering online trading platform that has been operating for over four decades.Despite its long history, Interactive Brokers is considered a financial technology (fintech) company due to its innovative trading tools and technologies aimed at increasing returns for investors.The episode delves into Interactive Brokers' algorithmic trading capabilities, examining whether expertise in coding is necessary to utilise these automated trading strategies. The discussion also addresses whether automation can effectively substitute for human decision-making during periods of market volatility. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to be joined by Kevin Limn, CEO of Adsure Services, for a comprehensive exploration of the AQUIS-listed business assurance company.Adsure Services is one of just a few AQUIS companies to pay a dividend. We discuss the business model that supports shareholder distributions and the company's growth plans for the future.TIAA Ltd, Adsure's operating subsidiary, has long-term contracts with government-funded organisations such as emergency services, local governments and health organisations.These contracts provide the company with recurring revenues and the certainty required to pay shareholders a dividend.Kevin outlines the company's growth strategy and what investors can look forward to over the next 12 months. Hosted on Acast. See acast.com/privacy for more information.

he UK Investor Magazine was delighted to welcome Eric Degolier, Founder & CEO Body Rocket, for a deep dive into the world's first real-time drag meter, a device capable of offering precise drag measurement directly integrated into a cyclist's bike.Body Rocket has taken the power of a cyclist wind tunnel and placed it in the pockets of everyday cyclists. Body Rocket is the first and only company to integrate the aerodynamic technology found in wind tunnels directly into bikes.By leveraging AI, Body Rocket has developed a consumer-friendly interface that breaks down aerodynamics' complexity into easy-to-understand and easy-to-action metrics.The technology is being used by Olympic triathlon champion Kristian Blummenfelt, current world champion Beth Potter, Ironman and 2x Ironman 70.3 champion Gustav Iden, World #6 Indie Lee, and former world hour record holder Alex Dowsett.Body Rocket is raising funds to propel its growth strategy and make its technology available to the wider $12.9bn premium cycling market.Find out more on Crowdcube here. Hosted on Acast. See acast.com/privacy for more information.