Podcasts about linear investments

Welcome to the 44th CONKERS’ CORNER recorded on 1st March 2017. In this interview I have the pleasure of speaking with Colin Lloyd @colindlloyd who has been working in the City of London’s financial hub since 1987. During that time he has covered media policy, marketing, sales, derivatives, commodities, bonds, Hedge Funds and much more. He is currently working freelance with Linear Investments, where he writes articles for their magazine and also makes regular TV appearances on their Linear Talk TV channel. You can also find Colin’s brilliant macro blog articles on his own website at inthelongrun.co.uk . Colin grew up in Wirral, where he went to a local prep school and then a boarding school in Shropshire. After that he wanted to go into Sales and Marketing and into his family’s business which was a Broker agent for producers and importers of Tropical Hardwoods from around the world. Following discussions with his Dad, he conceded to doing a business course and went to Salford College of Higher Technology where he undertook the shortest business course he could find. During that two year course he specialised in Marketing and Advertising and then went to work for the family business during which time he also completed a Wood Science course. Colin gained his interests in stocks firstly from his Grandad on his mother’s side of the family. His Grandad worked for Rensburg one of Liverpool’s original stockbrokers in the 1930’s. He gained additional family insight with regards to investing as a young man from his Mum, as she managed her own investment accounts. When he was around twenty years of age Colin made his independent investment in the markets, by making a purchase of Fidelity Unit Trust that was investing in China. He admits to have been terribly excited, and “watched the share price everyday”. Then one day the price fell sharply by around 20% and he states “it scared the living daylights out of him” and prompted him to sell his holdings for a small loss. He explains humbly that he learnt his first lesson “don’t be too myopically focused on price moves when you are taking a long-term investment” . Colin stayed with the family business for around seven years before heading to London for a role with Gerrard & National (GNI) in 1987. He states that he was “very lucky” as he joined the firm after the financial crash of 1987. It was during his tenure at GNI that Colin gained experience of his first love “Global Macro Hedge”. Colin remained with GNI until 2005 during which time he had many great success and several roles which led him to travel globally on a regular basis. Over the last decade or so Colin worked on the institutional side of the investment industry and then opted to set up own his consultancy in 2010 to help Hedge Funds and related startups. Colin began his macro-economic newsletter “In the Long Run” in 2013. This discussion provides a fascinating insight into the journey that Colin has taken, which so far has encompassed Borneo, Europe, USA, Derivatives, Commodities, Futures, Options, Global Macro Hedge, Macro research, Marketing, Sales, Advertising, Consulting, writing, Private Investor, TV presenting and much much more. The topics we discussed include: -Stocks; -Stoplosses; -Managing your risks; -Price discovery; -Exchange Traded Markets; -Liquidity; -Hedge Funds; -Diversified portfolio; -Timing markets; -Be comfortable with your investment time horizon; -Commodities; -QE; -Emerging Markets; -Bonds; -Leverage; -Lessons learnt; -The real key to investing; Having traversed several investment niches within the City of London during the past 30 years, it is Colin’s view that “one is always governed by ones own experience”. Listen now to gain insights into how Colin Lloyd selects, researches and filters investments dependent on the macro environment and the duration that he holds his investments for. Learn from the lessons in his successful, insightful vast investing journey.

Tim Harrison, Head of Wealth Management at Linear Investments joins Tip TV Presenter Zak Mir to discuss the key macroeconomic data releases/events and political developments that could move the markets. Listen to the full segment for more info on- Amazon - Whole Foods deal: Not surprising, suggests it is looking to build a stronghold on the high street Tesco is the best of the bad bunch in the UK, currency gyrations to weigh on the forward guidance Supermarket Ocado activist shareholder wants to rebuild it as a technology firm. Outlook for BT Group #markets, #trading, #investing, #fundamentals, #macro, #UK, #stocks, #equities, #US, #Amazon, #Tesco

Tim Harrison, Head of Wealth Management for Linear Investments, talks us through the week ahead with presenter Zak Mir. Tim says the markets priced in the shock hung parliament result very well - unlike with Brexit & Trump where we saw a rally before the result and overnight had a significant drop once reality hit - hence little movement on Sterling and FTSE 100. He also discusses that it is worth looking at the contrast between the giants like Tesco and Morrisons in retailing, and the specialists such as Fevertree and Boohoo.com #markets, #election, #pound, #FTSE, #fevertree, #boohoo, #equities, #finance

Two weeks down and still no signs of the “Sell in May and Go away”. What does the week ahead hold for the markets? Tim Harrison, Head of Wealth Management at Linear Investments, says there is a case for maintaining the positions, but I wouldn’t want to add serious exposure because we are the elevated levels on the Footsie”. He adds, “The M&A theme - There is still a lot of value out there and some of these Cybersecurity companies could be the ones to look at”. Listen to the full segment to know the potential impact of the UK CPI and labour data due this week on the Footsie and GBP/USD. #UK, #CPI, #Cybersecurity, #indicator, #stocks, #macro, #fundamentals, #trading, #investing

Marks & Spencer set to launch an online food delivery service at a time when the online retailers are feeling the pinch of rising inflation. Data from the payment company Visa shows the UK online spending in April fell for the first time since 2013. In recent years M&S has seen sales rise for grocery products, while clothing sales are declining. Will venturing into the online space with a food delivery service help lift the fortunes of its shareholders? Tim Harrison, Head of Wealth Management at Linear Investments says, “The retail space continues to make a fundamental shift to online.. - M&S is surely the one to watch out for”. Harrison reviews French elections and takes note of the factors that could move the markets this week. #M&S, #Marks&Spencer, #retailer, #onlineretailer, #UK, #stocks, #fundamentals, #macro, #trading, #investing, #markets

“We have got a lot of infighting and poking across the globe, which is just sort of maintaining the boredom trade - which is just the market grinding higher. Thus, caution is the word of the week - word of the month”, Tim Harrison, Head of Wealth Management at Linear Investments tells Tip TV. Listen to the full segment for more info on- Factors that pushed BP back into profit BP is a good macro, long-term play Stocks to watch out for this week: Rolls Royce and Next Brexit battle between UK and EU Resilience in the market despite Trump’s failure to get anything done #markets, #trading, #equities, #stocks, #outlook, #investing, #UK, #US, #EU, #Europe, #fundamentals, #earnings, #macro

“A lot of sectors are overvalued - infrastructure, commodities - and these are the areas that could be exploited in the downside in the short-term”, says Tim Harrison, Head of Wealth Management at Linear Investments while explaining his outlook for the markets. Harrison shares his opinion on the issue of Scottish referendum and explains how Brexit is going to be a net positive in the long run. “I am a big bull on the UK”, he says. Is UK a safe haven? - Listen to full segment. markets#trading#equities#stocks#US#UK#macro#fundamentals#investing

Tim Harrison, Head of Wealth Management talks us through key UK macroeconomic data releases and corporate numbers that could move the markets this week. In terms of macro data, the focus is on the UK CPI. A higher number would add credence to last week’s hawkish vote from BOE’s Forbes. Equity market traders need to watch out for numbers from Next and Kingfisher. Listen to the full segment to know if Footsie is just a ‘cable play’? #UK, #CPI, #indicator, #macro, #economy, #inflation, #trading, #markets, #investing, #Next, #Kingfisher, #stocks, #equities

Its merger mania Monday again! Tim Harrison, Head of Wealth Management joins us to discuss the ‘takeover rumours, chatter and actuality’ in the Merger & Acquisition (M&A) space. Harrison talks about the Wood Group - Amec Foster Wheeler deal and says it could be a beginning of the M&A boom in the sector. Also discussed is a potential deal between Bovis Homes & Galliford Try, Barclay Group earnings preview and Fed rate hike saga. #M&A, #UK, #WoodGroup, #AmecFosterWheeler, #business, #economy, #markets, #trading, #investing, #macro, #fundamentals

Tim Harrison, Head of Wealth Management at Linear Investments talks about the biggest M&A news - Standard Life to buy Aberdeen in $4.5 billion stock deal and Vauxhall-Opel sold by GM to Peugeot-Citroen. Harrison says the Standard Life and Aberdeen deal is a sign of desperation! And adds, “More nimble… human driven asset management still has future” About Snap IPO - Harrison says it will be interesting to see other Unicorns follow suit. These are interesting times, but I am starting to get nervous, he says. #M&A, #StandardLife, #Aberdeen, #Vauxhall-Opel, #GM, #Peugeot-Citroen, #markets, #trading, #equities, #macro, #fundamentals, #business, #UK, #US, #Europe

Tim Harrison, Head of Wealth Management at Linear Investments, weighs in on the Kraft Heinz and Unilever deal collapse and UK banks. He is joined by Tip TV’s Zak Mir and Presenter Jenny Hammond. Troubled sectors offer a great bargain hunting opportunity, despite which the M&A activity has remained dull. Harrison explains the reasons for lack of bidders. Also discussed is RBA earnings and possibility of the UK’s big five finally hitting gold? #KraftHeinz, #Unilever, #M&A, #banks, #RBS, #UK, #macro, #business, #trading, #fundamentals, #earning, #equities, #stocks, #technicals

Tim Harrison, Head of Wealth Management at Linear Investments says the UK market is clearly at an inflection point and talks about Shire earnings and UK inflation numbers due later this week. While taking about Shire PLC, Harrison says, “It will be interesting to look under the bonnet of the company, in terms of haemophilia drugs, the mainstay of the business, whether that is growing or whether it is the purely the acquisition that is driving the revenues and profit higher” Watch the full segment to know if the major factors that could move the markets in the short-term. #UK, #markets, #equities, #stocks, #Shire, #pharmaceuticals, #drugs, #inflation, #indicator, #economy, #macro, #fundamentals, #investing, #trading, #US

Trump Bump has run out of steam and investors are looking for individual stories… undervalued stocks/sectors, says Tim Harrison, Head of Wealth Management at Linear Investments. Harrison believes the market's uncanny resilience (to Trump uncertainty, political risks) is actually a cause of concern. But does that mean one should pile into gold? Watch full segment as Harrison discusses his view on gold, Randgold Resources and Ryanair. #markets #trading #investing #valueinvesting #Trump #TrumpBump #gold #RandgoldResources #Ryanair #stocks #equities #technicals #macro #fundamental #politics

Tim Harrison, Head of Wealth Management at Linear Investments, while talking about this week's BOE event says “Carney is stuck between the rock & a hard place”. Harrison presents his take on the data heavy week ahead. Listen to the full segment to know if the markets will take note of the downside risks. #markets, #BOE, #Carney, #monetarypolicy, #earnings, #stocks, #equities, #UK, #US, #fundamentals, #macro, #investing, #trading

Tim Harrison, Head of Wealth Management at Linear Investments advises viewers to keep an eye on stocks/sectors that have under performed during the ‘Trump trade'. Also take note of Harrison's view on the FTSE 100, PM May's industrial strategy and European elections. #Equities, #FTSE100, #stocks, #indices, #UK, #US, #trading, #investing, #Trump, #TheresaMay, #macro, #fundamentals