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In the midst of the Covid-19 pandemic, Psigma head of investment strategy Rory Mcpherson selects the five funds he would choose if he were cast away to a desert island.
A Happy New Year to all our listeners and Welcome back to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we give you plenty to share in our Guide to Investing for 2019. Let’s start with some stock picks for the New year! Killik & Co's Rachel Winter shares her three stock picks for January 2019, A mix of value bets and dependable equities with Morningstar’s Senior International Editor, Emma Wall. Are you ready to Invest in 2019? State Street Global Advisors' Kevin Anderson says 2019 will be volatile - but there will also be opportunities for investors who are ready to pivot Our next guest, Psigma’s Chief Investment officer Tom Becket warns us that the upward rising markets of the past decade are over and that investors should prepare for a risky year ahead What Will Trigger an Emerging Market Rally in 2019? This year, markets were dominated by politics and in particular, the trade war. What can investors in Asian equities expect from 2019? Emma Wall speaks with Khiem Do - Head of Greater China Investments for Barings to find out. What Should ETF Investors Expect in 2019? Jackie Choy - Director of ETF Research, Morningstar Asia believes the focus should be on More exposure to mainland China shares, active ETFs and a focus on ESG Disciplined investors always urge others to buy on the dips - but not all stock market falls create buying opportunities. Our next Guest, Morningstar Investment Management‘s Dan Kemp explains Why a Share Price Slump Does Not Always Mean Buy Younger investors are urged to stay in the game when it comes to pension savings ahead of the auto-enrolment minimum contribution jump due this April. You’ll need to Play the Long Game says Morningstar’s Emma Wall to Win With Retirement Saving. And that’s the end of this edition. We hope you enjoyed this programme from everyone here at Morningstar UK, thanks for listening. Subscribe to our podcast on itunes: https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2 http://www.morningstar.co.uk
(Episode 209) (He Stalks Me): http://creepypasta.wikia.com/wiki/He_Stalks_Me Intro/Outro music: Ghost Story from Imcompetech.com http://incompetech.com/music/royalty-free/ Thumbs up to all our listeners, the community of Creepypasta.wikia, and the creator of the Creepypasta: PSigma. For without, we wouldn't have this discussion. So thank you all! - (PSigma): http://creepypasta.wikia.com/wiki/User:PSigma (Creepypasta.wikia): http://creepypasta.wikia.com/wiki/Creepypasta_Wiki Also check out the title cards for each episode: http://crazonstudios.tumblr.com/ And if you want to show your support, consider becoming a Patron: https://www.patreon.com/aldenterigamortis
Welcome to podcast from Morningstar UK, the leading provider of independent investment research. This week we take a look at how the financial world is looking 10 years on from the global Financial Crisis. Tom Becket, Chief Investment Officer at Psigma is first up to chat with our senior editor Emma Wall about which Investments best survived the Financial Crisis. Where have investors made money over the past 10 years - and what should they consider when analysing returns and future gains? Emma Wall and Dan Kemp, Chief Investment officer for Morningstar Investment management are up next to discuss. What Will Cause the Next Recession? A decade on from the beginning of the global financial crisis, Emma Wall talks to Edward Smith, Head of Asset Allocation Research at Rathbones about what may cause the next downturn. Is Short Term Investing is Damaging Returns and Society. Former Investment Association chief and FCA consultant Daniel Godfrey believes short-termism is damaging returns and is launching a fund, the People's Trust, to prove it. How do you Make Money When Market Volatility Rises? Oyster Continental European Selection fund manager Mike Clements is discusses how he is preparing his portfolio for a rise in market volatility. As Bob Johnson, Director of Economic Analysis wraps up his time at Morningstar, he looks back at the global economy over the past decade and looks to when the next downturn may appear. Subscribe to our podcast on itunes: https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2 http://www.morningstar.co.uk
In the second of this two-part special, deputy personal finance editor Kate Beioley peeks under the bonnet of the asset management industry to ask how professional money managers put together their portfolios. Wealth managers Alan Miller, founder of SCM Direct and Rory McPherson, head of investment strategy at PSigma open up their asset allocation strategies and tactical asset allocation for today's markets. Produced by Dominic Toms and Alex Newman. See acast.com/privacy for privacy and opt-out information.
This week we’re going to take a look at interest rates. The Bank of England has cut interest rates to 0.25% - the first move in more than seven years. What does it mean for your investments? Let’s get started and kick off with Senior Emma Wall and Chief Investment Officer for EMEA’s Morningstar Investment Management, Dan Kemp who discuss the implications of this rate cut to investors Portfolios’ So interest rates have been cut by the Bank of England. But this is just the beginning of central bank action. What’s next? Head of quantitative research for fidelity, David Buckle is up next to explain. How do you Protect Your Portfolio Against Rising Inflation? Miton Multi-Asset fund manager David Jane explains the risks of investing in a rising inflation environment with Emma Wall and how he protects his portfolio. Up next, JO Hambro's Ben Leyland explains how quantitative easing has made quality stocks expensive - and warns investors they should prepare for a correction in the next 3 years. With a rising stock market and projected economic growth of 1% for 2017, were initial post-Brexit forecasts overly pessimistic? What impact has Brexit had on investors since? Tom Beckett, Chief Investment Officer for Psigma is up next to discuss. Falling Interest Rates are Hitting Your Pension Income. If you think annuity rates are bad now? Wait until the Bank of England cuts rates further next month. We consider what your retirement income options are in this current environment.