Podcasts about uk equities

Check out Eight Sleep and unlock $200 off using my link: https://www.eightsleep.com/boyle/ British stocks closed at an all-time high this week, but as exciting as a new all-time high might sound, the British stock market has been lagging US and European stocks since the Brexit referendum.A recent report from Goldman Sachs says that the British economy is 5% smaller than it would have been had it remained in Europe.The IMF last week listed the UK in its Fiscal Monitor publication as one of four large economies that “critically need to take policy action to address fundamental imbalances between spending and revenues”.In this week's video we ask what has gone wrong in the UK, and can it all be pinned on Brexit?Patrick's Books:Statistics For The Trading Floor:  https://amzn.to/3eerLA0Derivatives For The Trading Floor:  https://amzn.to/3cjsyPFCorporate Finance:  https://amzn.to/3fn3rvCPatreon Page: https://www.patreon.com/PatrickBoyleOnFinanceBuy Me a Coffee: https://buymeacoffee.com/patrickboyleVisit our website: www.onfinance.orgFollow Patrick on Twitter Here: https://twitter.com/PatrickEBoylePatrick Boyle on YouTubePapers Mentioned In The Video:Dimson Marsh & Staunton Global Investment Returns Yearbook: https://www.ubs.com/global/en/investment-bank/in-focus/2024/global-investment-returns-yearbook.htmlBroadberry & Irwin - Labor productivity In Britain & America During The 19th Century: https://www.nber.org/papers/w10364Schroders - Six Charts on UK Equities: https://www.schroders.com/en-gb/uk/intermediary/insights/six-charts-that-show-just-how-cheap-uk-equities-are/Rathbones - The Non Patriotic Case For UK Equities: https://www.rathbones.com/knowledge-and-insight/investment-update-non-patriotic-case-uk-equitiesMeghan Greene - Markets must stop comparing the UK and the US: https://www.ft.com/content/13579c61-5e1f-48b5-bb4d-2dc787444fb3Robert Armstrong - UK stocks are not all that cheap: https://www.ft.com/content/80d7f1de-dcb7-46c9-be5a-32b73c9c071e Support the Show.

Russ Mould Investment Director at AJ Bell says the markets or stocks to keep an eye on are not those people are already talking about i.e. Nvidia $NVDA and the S&P500. Nobody was talking about Japan 12 months ago but now Russ is receiving more questions than ever after its rallied strongly. So it's time to keep an eye on UK Equities and Commodities, which have underperformed. Some of the benefits of being a member of the SharePicker Investment Club: * Free Investment Book: How to be a Stock Market Winner (3 Step Strategy) by Justin Waite. * Weekly Live Webinar: Justin analyses potential investment ideas, fundamentally & technically. He discusses his own holdings together with portfolio management and other aspects of investing. * Blog: Justin will post a blog when he invests in a new company, on the day he invests. * My Watchlist: This is a list of companies Justin think's may have some decent investment potential. * Stock Requests: Members suggest stocks to be analysed on the webinar. * StockScores: 100's of potential small cap investment ideas analysed and scored in relation to their growth, value, health, efficiency, momentum & potential. * Company Analysis: Website based research function using the most important metrics that move share prices. * Targeted News: Access to news from small companies releasing significant news. * Resources: Learner videos on income statements, balance sheets, cash flow statements and charts plus spreadsheets to help you personally analyse companies. * Chat: Access to the Club's chat group. For more information on the SharePickers Investment Club visit below: https://www.sharepickers.com/subscribe

The VT Downing Unique Opportunities fund has a focus on small and mid-cap companies. Manager Rosemary Banyard covers the challenges faced by smaller companies, changing sentiment, and political influences on the AIM market during this interview. We also explore the impact of M&A activities on the fund's portfolio and turnover. We finish with a case study illustrating the concept of long-term compounding success and the fund's criteria for investing in companies with sustainable moats.What's covered in this episode: What portion of the fund is currently in small and mid-caps?Is sentiment improving for UK small-caps?Will smaller companies see a rebound in 2024?What is the AIM market?M&A activity in the portfolioCan M&A activity continue for the year aheadTurnover in the fund last yearThe fund's long-term compounding focusThe company whose share has gone up six-foldWhat's are sustainable and competitive moats? Case study into A.G. Barr and their “moats”Case study into GlobalData and partial selloffMore about the fund:Launched in 2020, the VT Downing Unique Opportunities fund is managed by experienced professional Rosemary Banyard who has over 30 years of industry expertise. Rosemary seeks companies with sustained competitive advantages, low debt, and strong management. The portfolio is highly concentrated, comprising of just 25-40 names.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest Consumer Confidence data. Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey joins to discuss expectations for the upcoming FOMC meeting. Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst Lee Klaskow joins to discuss the latest earnings from UPS and their plans to slash 12,000 jobs. Nimrit Kang, Chief Investment Officer at North Start Asset Management, joins to discuss markets and investing outlook for 2024. Tim Craighead, Bloomberg Intelligence European Equity Strategist and Director of Research, joins to discuss his 2024 outlook for the UK Equities market.Hosts: Paul Sweeney and John Tucker See omnystudio.com/listener for privacy information.

Alexandra Jackson, manager of Rathbone UK Opportunities, discusses the challenges faced by the UK equities market, examining the impact of global events, rising bond yields, and third-quarter results on investor sentiment. Alexandra provides a nuanced perspective on the housing market, particularly focusing on Rightmove's resilience amid competition. Alexandra shares her views on the UK's economic fundamentals, valuations, and why investors should keep a keen eye on the market in 2024.What's covered in this episode: Poor performance of the FTSE 250 in OctoberDo high interest costs affect holdings?The importance of cash on a company's balance sheetWhy companies are being more cautiousThe mixed view of UK investor sentimentOutflows in UK equitiesThe investment case for RightmoveWhy Rightmove is “unassailable” Clinical trial company Ergomed and their private equity bidShould investors back UK equities in 2024?More about the fund: Rathbone UK Opportunities is a truly active and nimble multi-cap fund with a clear bias in favour of quality growth. Structural winners are balanced out with a strong core of high-quality compounders. The final portfolio consists of around 50 to 60 holdings, with a bias to mid-cap stocks. Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

Companies discussed on “Taking Stock” today: Premier Miton #PMI 00:45 & 05:00 Ashmore #ASHM 04:00 & 06:15 Impax Asset Management #IPX 07:00 Watkin Jones #WSG 08:45 Good Energy #GOOD 09:57 Facilities by #ADF 12:09 Halfords #HFD 14:55 Loungers #LGRS 16:06 Rockfire Resources #ROCK 18:52 Kooth #KOO 19:50 Bioventix #BVXP 20:30 Red Rock Resources #RRR 22:06 TomCo #TOM 22:43 Quadrise #QED 23:15 Versarien #VRS 25:50 Bidstack #BIDS 28:42 St James Place #STJ 31:55 UK Oil & Gas #UKOG 34:52 Avon Protection #AVON 35:46 Avacta #AVCT 38:52 Oxford Biodynamics #OBD 41:25 Polarean #POLX 41:50 Upland Resources #UPL 44:20 & 45:05

Learning on the job with AstraZeneca's head of IR and why UK equities will outperform US by IR Magazine

In this episode of Hymans Robertson On... our host, Penny Cochrane, presents the latest episode in our investment series, and is joined by Oriana Mezini, Senior Investment Research Consultant at Hymans Robertson and Iain McCombie, Head of UK Equities at Baillie Gifford.During this episode, we discuss UK Equities, and whether they are underappreciated in today's portfolios. DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at 23 August 2023. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

Uzo Ekwue, co-manager of the Schroder British Opportunities Trust, gives an update on performance, the investment strategy and the current 30% discount to the market. Uzo emphasises the trust's focus on both private and public assets, particularly in the mid and small-cap space, and tells us why they see a mispricing of private assets due to market sentiment. We touch on examples within the portfolio, illustrating the range of size, mergers and acquisitions in the UK and ultimately the exciting opportunity for investors to be a part of the strong growth potential of the trust's underlying assets.What's covered in this episode: What caused the trust to trade at a discount of around 30%How negative market sentiment influenced the share priceThe trust's mispricing, in particular private assets, explainedWhat is needed to change sentiment around the UK? The evolution of the trust's exposure to private assetsWhat is a “beat and raise” phase for marketsThe focus on small and mid-caps, with examples of Bytes Technology and Judges Scientific M&A activity in the UKWhy now is a good entry point into UK equitiesMore about the trust:The Schroder British Opportunities trust (SBOT) aims to take advantage of the less popular reputation of UK equities, through investing in both private and public assets. The managers focus on companies that have faced difficult situations. The trust's portfolio includes 30 to 50 smaller and medium-sized businesses, both public and private, that need more investment. We think this trust is in a good position to benefit from the attractive prices of UK stocks and to help strong UK companies that face tough challenges.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

The UK Investor Magazine was thrilled to welcome Ian Lance, Portfolio Manager at Temple Bar Investment Trust, for a deep dive into their trust and UK equities.Temple Bar Investment Trust managers Ian Lance and Nick Purves have dedicated their careers to seeking out undervalued UK equities.We discuss how this approach has performed over the past 100 years and how value investing has outperformed other strategies in all but two decades.One of these decades was the 2010's when growth stocks thrived in the low interest rate environment. Ian explains why he thinks there is now a shift back to value and the strategy Temple Bar are employing to provide investor returns.Ian outlines individual companies within the portfolio and provides deep insight into the management of their portfolio.About our sponsor:Fully regulated, OANDA offers competitive spreads on a wide range of CFD markets, including indices, forex, commodities, metals, and bonds.Voted “Most Popular Broker” by TradingView in 2022, 2021, and 2020.Trade with OANDA and get access to one year's subscription to TradingView Pro.**Get TradingView Pro for 1 year when you start trading with OANDA and meet the minimum volume requirements.Get more details here.Disclaimer:76.6% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Hosted on Acast. See acast.com/privacy for more information.

Alexandra Jackson, manager of Rathbone UK Opportunities fund, gives her views on the Silicon Valley Bank failure and why rising interest rates are felt more by start-ups than quality companies. According to Alexandra, the UK is trading on a 40% discount to global equities, so now could be a good time to invest. She discusses the wide range of opportunities to be had, ranging from gaming to infrastructure. What's covered in this episode: What happened with Silicon Valley Bank… and should we be worried?Are higher interest rates going to negativity effect mid and smaller sized UK companies?Why the banking strain is more felt by start-up companies than quality companiesWhy now is the time for stock pickingUK equities are  40% cheaper than global equitiesHow the manager constructs a portfolio for a potential recessionWhy politics have been one of the biggest positive surprises recentlyThe difference between investing in the FTSE 250 and AIM listed companiesHow UK companies can benefit from US infrastructure spendingWhy now is a good time to be investing in UK equitiesMore about the fund: The Rathbone UK Opportunities fund is a truly active and nimble multi-cap fund with a clear bias in favour of quality growth. The manager will invest in small caps all the way through to mega caps although her sweet spot is usually in the mid-cap part of the market. The fund's heavy mid cap and quality growth bias means it is likely to deliver very different performance to the UK market.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

British pension funds used to have up to 55% of their assets in UK equities. That might have been too much. Now it's more like 5% (and 70% in US equities). That might be too little. Why? Because those UK equities are cheap and US equities are expensive, explains Temple Bar Investment Trust Portfolio Manager Ian Lance on this week's episode of Merryn Talks Money. He also argues that there's an inverse correlation between the price you pay for an equity and the return you get on it long term. The less you pay, the more you get. So why are most investors holding lots of expensive things and not many cheap things? It is the “maddest thing in markets,” he says. Maybe it's time to do something else: Lance says buy UK oil and mining companies—and maybe Marks & Spencers, too. Sign up to John Stepek's daily newsletter Money Distilled. https://www.bloomberg.com/account/newsletters/uk-wealthSee omnystudio.com/listener for privacy information.

Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode thirty-five, which is with the hugely talented James Deal, the co-Founder and Head of UK of the awarding winning FCA-regulated online platform PrimaryBid. James attained his Business Economics BA Honours Degree at Durham University. During his degree he was very fortunate to have spent a placement with Hoare Govett's Bank in Hong Kong. Before joining PrimaryBid, he spent 14 years in UK Equities and Investment Banking at JP Morgan Cazenove in London (Canary Wharf). He had 10 years as Head of UK Small/Mid Cap Sales before moving from the public to the private side of the business to work in Equity Capital Markets and to run UK Corporate Broking. Previously, a Director at Numis Securities helping to build a leading Mining franchise within a UK focused business at the small and mid-cap end of the markets. Prior to this James worked at Dresdner Kleinwort Benson as part of their leading Broking and Advisory franchise. In this Investing Matters interview, James provides an overview of PrimaryBid, its rapidly growing technology driven global solutions, importance of meeting management, importance of people, important of liquidity, nurturing the retail element, partnerships ethos with all distribution partners, technology led growth, Capital Markets, raising capital, Stakeholder inclusion, Public markets, B2C solutions, B2B / Institutional solutions, companies worked it, challenges faced, bringing finance and technology together. PrimaryBid's USA and global ambitions. His stellar career prior to PrimaryBid, Public equity markets, Corporate broking, thriving during adversary, his personal investing style/strategy and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

US CPI will be released later, we speak to Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management as to his expectations and how that will impact the pace of rate hikes. We also ask him as to why UK equities are outperforming depsite the weak economic outlook.

Alexandra Jackson, manager of the Rathbone UK Opportunities fund, talks to us about UK equities: how they have performed, the impact of UK political and economic turmoil, why mid-cap stocks are attractive, and why M&A targets are no longer vulnerable companies but trophy assets. She also tells us which stocks she has sold recently, reveals which real estate company has locked-in cheaper energy prices for its tenants, and gives us some hope amidst all the doom and gloom.What's covered in this episode: How growth stocks have performed in the past six monthsWhether the manager has made any changes to the portfolio following the political and economic upheaval in the UKWhich stocks the manager has sold and whyWhy M&A activity has moved from snapping up vulnerable companies to buying trophy assetsWhy the manager favours medium-sized companies over larger onesWhich company is benefitting from the rise in cyber attacksWhy the manager has been testing the energy resilience of her companiesWhich real estate company has managed to lock-in cheaper energy prices from 2020The positives to be found amidst all the doom and gloomMore about this fund:Rathbone UK Opportunities is a flexible fund targeting quality growth businesses. The manager looks to take advantage of cheap UK valuations, but avoids the ex-growth, large-cap dinosaurs. She combines structural winners with a strong core of high-quality compounders and the final portfolio consists of around 50 to 60 holdings, with a bias to medium-sized companies.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

In the second part of this hour long two-part Q and A, Jonathan Davis and Nick Train, co-founder of Lindsell Train discuss bear markets, recent performance and why he is as passionate about UK quoted companies as ever. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

In the first part of this hour long two-part Q and A, Jonathan Davis and Nick Train, co-founder of Lindsell Train discuss bear markets, recent performance and why he is as passionate about UK quoted companies as ever. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

For this episode we had the pleasure of welcoming back to the show Richard Simmons, who is the founder and manager of Derby Street Managers, based in London.Derby Street Managers is a long-only, value-oriented fund managing UK Equities and European Equities strategies.Richard has been managing equity investments since 1998. He holds an MA from Oxford and an MBA from Cass Business School. He is also the author of “Buffett Step by Step” (Financial Times/Pitman Publishing) and most importantly, he has his own money invested in both funds.In this episode Richard discusses how he is managing both of his funds through these volatile markets, which sectors currently interest him, and two companies he's currently researching.Hosted by Jon Kingstonhttps://twitter.com/equitybaron--->NEWSLETTERJoin the newsletter for more investment ideas ->https://capitalemployed.substack.com--->SUPPORTIf you enjoy the podcast you can help support the show by doing the following:Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).https://www.buymeacoffee.com/capitalemployedLeave a review on your podcast player.Or simply share the episode with your investing friends.Thanks for listening.--->FOLLOWYou can follow the podcast on:WebsiteTwitterLinkedInYouTube--->DISCLAIMERPlease note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.#investing #stocks #finance #business #smallcaps #entrepreneurs---Produced by kingsizemetrics.com

Despite having been one of the worst performing stock markets over the last 5 years, the UK is seeing a dramatic turnaround reflected in the FTSE100 index. Investors may want to take a closer look.----- Transcript -----Welcome to Thoughts on the Market. I'm Graham Secker, Head of Morgan Stanley's European Equity Strategy team. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about our positive view on U.K. equities and why we think the FTSE 100 offers a compelling opportunity here. It's Tuesday, February the 8th at 3 p.m. in London.Having been one of the worst performing stock markets over the last five years, the UK has seen a dramatic turnaround in 2022, with the headline FTSE 100 index, which is the UK equivalent of the S&P 500, outperforming the S&P by around 8% or so, so far, and posting the second-best return of any major global stock market after the Hang Seng in Hong Kong. Looking forward, we think the reversal of fortunes for UK equities can continue for three reasons.First, we think the Footsie 100 index offers a good blend of offense and defense. On the latter, we note the defensive sectors account for 37% of UK market capitalization, which is higher than any other major country or region. Reflecting this, the UK index has outperformed the wider European market two thirds of the time during periods when global equities are falling.When it comes to offense, we know that the UK market is a key relative beneficiary of rising real bond yields, to the extent that a move up in US real yields to our target of minus 10 basis points by year end would imply UK stocks outperforming the rest of the European market by as much as 12% this year. The reason behind the UK's positive correlation to real yields is again down to its sector mix. As well as being quite defensive, the index also has a significant weight in value stocks, such as commodities and financials. These are sectors that tend to perform best when real yields are rising, and investors are becoming more valuation sensitive.While the UK has always had something of a value bias, this relationship is currently even stronger than normal and this leads me to the second driver behind our positive view on the FTSE 100 here, namely that the index is cheap. So cheap, in fact, that you have to go back to the 1970s to find the last time UK equities were this undervalued versus their global peers. To provide some context to this narrative, the FTSE 100 is on a 12-month forward price to earnings ratio of 12.5 versus Europe on 15 times, and the S&P closer to 20 times. As well as a low PE, the UK also offers a healthy dividend yield of 3.6%, which is around twice that on offer from global indices.The third and final support to our positive view on UK equities is that consensus earnings expectations are very low, thereby creating a backdrop for subsequent upgrades that should support price outperformance. For example, consensus forecasts less than 3% earnings growth over each of the next two years, which represents the lowest growth forecast in over 30 years. We think this is too pessimistic and note the consensus expectations for the equivalent Eurozone index are much closer to normal at around 8 percent. The most likely source of upgrade risk around UK earnings comes from our positive view on the oil price, given the energy stocks accounted for 25% of all UK profits last year. With our oil team expecting the Brant oil price to rise to $100 later this year, we see scope for material profit upgrades for individual oil stocks and the broader FTSE 100 index too.One last point a positive view on the UK is primarily focused on the headline Large Cap FTSE 100 index. We are less constructive on UK mid-caps, as this part of the market is more expensive and hence gets less of a benefit from rising real yields. The more domestic nature of the mid-cap index also means it's more exposed to the growing pressure on UK households from rising energy bills, food prices, and tax increases. In contrast, the FTSE 100 is a very international index, with around 70% of revenues coming from outside the UK. This makes it less sensitive to domestic economic matters and also a beneficiary if we see any renewed weakness in the sterling currency. To conclude, we think international investors should take a closer look at the UK as we think there's a good chance it ends up being one of the best performing global stock markets in 2022.Thanks for listening. If you enjoy the show, please leave us a review on Apple Podcasts and share Thoughts on the Market with a friend or colleague today.

We talk to Richard Colwell, Head of UK Equities, and Jeremy Smith, Portfolio Manager and Head of UK Research, about the much-maligned UK market, the themes, opportunities and challenges playing out there, and why the UK could be better placed than other international markets to prosper.

For years UK equities have been seen as laggards compared to the US. The UK market has been seen as too focused on value stocks such as banks and oil companies, with the focus on equity income often coming in for criticism. Indeed during 2021 investors pulled £4.4bn from UK equity funds.But has this changed? Since the beginning of 2022, amid rising inflation and interest rates, the Nasdaq has fallen by 12% and the S&P 500 has fallen by 6%. Meanwhile the FTSE 100 has remained stable, rising by a little under 1%.This week reporter Sally Hickey is joined by Ed Smith, co-chief investment officer at Rathbones, and Louise Kernohan, manager of the BNY Mellon UK Equity and BNY Mellon Sustainable UK Opportunities funds.They discuss the what might happen to UK equities if US growth stocks continue to struggle, whether the UK remains too focused on income stocks, why fund managers often appear so much more bullish on the UK than investors and whether attempts to encourage more growth stocks to list in London are likely to work.The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. See acast.com/privacy for privacy and opt-out information.

Daniel Hanbury, manager of the chart-topping £630m River & Mercantile UK Equity Smaller Companies fund, discusses valuations, hidden gems and whether the UK stock market can finally deliver a bout of outperformance this year. 

Ninety One investment views 2022: Simon Brazier - UK equities

Ninety One investment views 2022: Simon Brazier - UK equities

In the second episode of this mini series, Jonathan Herbst and Anna Carrier discuss the Treasury's proposals in respect of the equities regime, and the Commission's proposals and intentions on the same. Jonathan and Anna look at pre trade transparency, consolidated tape and the share trading obligation, discussing the UK and EU's differing approaches and the ramifications of that.

Richard is joined by Richard Marwood, senior fund manager of the Royal London UK Equity Income Fund, to discuss investing in UK equities, top holdings, including IG Group and IMI, and the outlook for the UK market. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

We catch up with Paul Jourdan, CEO & Co-Founder of Amati Global Investors. He outlines the macro picture, which has led Amati to increase exposure to global industrials, particularly ones that benefit from housebuilding and home improvements; he likes retail. He's avoiding travel and leisure. Inflation is a recuring theme which he feels is a major threat for investors. He outlines why he started the Strategic Metals Fund. We close on why he likes IPOs. It is peppered throughout with companies he's particularly excited about. As always do your own research on any stocks mentioned, these are NOT recommendations. 01:12 Paul's view on Covid-19 and where we're headed from here. 04:17 What's actions has Paul taken with his funds to plan for today's threats 06:35 Dunelm (DNLM) 07:15 Has CV19 increased the attraction of Biotech and Meditech? What companies in the sector is Paul most excited about? 09:54 Polarean Imaging (POLX) 13:12 Renalytix (RENX) 15:43 Current valuations 18:17 Do you feel any companies in the funds are a likely potential bid candidate? 20:33 Grainger (GRI) 21:55 Inflation, monetarism (Professor Tim Congdon: https://mv-pt.org/) and QE. 29:10 Why did Amati launch the Strategic Metals Fund? 35:24 What company are you most excited by? Saietta (SED) 44:19 What draws you to IPOs? And which do you particularly like? 45:33 Victorian Plumbing (VIC) 48:39 AlphaWave Ip (AWE) Find out more about Paul Jourdan and the Amarti Global Investors funds: https://amatiglobal.com/ About Paul Jourdan: Dr Paul Jourdan co-founded Amati Global Investors following the management buyout of Noble Fund Managers from Noble Group in January 2010, having joined Noble in 2007 as Head of Equities. His fund management career began in 1998 with Stewart Ivory, where he gained experience in UK, emerging market, and global equities. In 2000, Stewart Ivory was taken over by First State and Paul became manager of what is now TB Amati UK Smaller Companies Fund. In 2004, he was appointed Head of UK Equities at First State. In early 2005, he launched Amati VCT plc and he also manages Amati VCT 2 after the investment management contract moved to Amati Global Investors in 2010 (In 2018 Amati VCT merged into Amati VCT 2 which was then renamed Amati AIM VCT). Prior to 1998, Paul worked as a professional violinist, including a four-year period with the City of Birmingham Symphony Orchestra. He currently serves as a trustee of Clean Trade, a charity registered in England and Wales.

John shares his portfolio performance during the first 6 months of 2021, the main contributors and detractors. We get an update on De La Rue, his 2021 PIWORLD pick in December and what he's most bullish about today. We touch on his fund portfolio launched July 2020. John was very prescient in calling the markets during the Covid crash, so we ask his views on the outlook for markets and inflation. 00:55 John's performance to date 02:36 Which stocks have been the best contributor to John's performance? SDI (SDI) 05:39 Sigmaroc (SRC), before the Nordkalk Oy Ab reverse takeover announcement! 07:39 Sylvania Platinum (SLP) 11:05 K3 Capital (K3C) 12:14 Main detractors from John's performance: Biotech Growth (BIOG), Baillie Gifford (BGUK), Syncona (SYNC) & Bioventix (BVXP) 16:09 De La Rue (DLAR) 23:40 Lundin Energy (LUNE) 32:23 Supreme (SUP) 36:28 John's funds portfolio performance 40:39 Inflation and the market outlook 46:00 JICUK.com About John Rosier In June 1984, John left university with a degree in Zoology and started work in The City of London. He enjoyed the first 14 years of his career at Fleming Investment Management, initially as an analyst and then as a UK portfolio manager; in 1997 he was appointed Head of UK Equities. He was a director at Henderson Global Investors from 1998 until 2004, before moving to the West End and working for two hedge funds. John's investment career at Flemings and Henderson was focused on managing UK equity portfolios for corporate and local authority final salary defined benefit pension schemes as well as the reserve fund for the NSPCC. During 2009 John left full-time employment since when he has been managing his own portfolio. John can be found at https://www.jicuk.com/

Raynar Portfolio Management's Philip Rodrigs talks to Proactive London about the one year anniversary of the Raynar Flagship fund and why he believes there is further potential left in UK equities. As a well known as a specialist investor in small-sized companies, Rodrigs explains why he is so attracted to his sector, with 'very substantial return opportunity ahead'. In searching high and low for great investments on the UK exchanges, Flagship's portfolio typically comprises 30-50 investments with a concentration on smaller-sized firms.

Octopus Investments' Chris McVey, Lead Fund Manager joins Proactive London to present their approach to UK Equities investing. McVey discusses the problems with traditional approaches to UK Equity Income and how they do things differently at Octopus Investments. Founded in 2000, Octopus Investments set out to be a financial services company with a difference, and one that put its customers first. A part of Octopus Group, today we manage more than £8.9 billion on behalf of over 55,000 investors and have over 750 employees. https://octopusinvestments.com/resources/insights/uk-dividends-to-recover/

Battered by Brexit, this could be time to look at the London market again.

This edition of our podcast features Robin Adamson, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss the challenges facing the global economy in 2021.

This video can be seen at: https://www.piworld.co.uk/2020/12/22/piworld-2020-round-up-of-the-year-john-rosier/   John called the market to perfection, when we spoke to him back in April 2020. He outlines how it's played out for him throughout the rest of the year, what went well, what went less well, and what he's most bullish about for 2021. A sanguine thought, if he'd have done nothing this year, he'd be slightly better off than now, after all the work he's put in. Performance ytd +16.5% - 00:49 What's gone very well this year: Sylvania Platinum (SLP) - 05:19 SigmaRoc (SRC) - 07:57 What didn't go so well? Selling too soon – 09:12 Which holding are you most bullish about for 2021? De L Rue (DLAR) – 13:22 Where to find John – 16:50   About John Rosier In June 1984, John left university with a degree in Zoology and started work in The City of London. He enjoyed the first 14 years of his career at Fleming Investment Management, initially as an analyst and then as a UK portfolio manager; in 1997 he was appointed Head of UK Equities. He was a director at Henderson Global Investors from 1998 until 2004, before moving to the West End and working for two hedge funds. John's investment career at Flemings and Henderson was focused on managing UK equity portfolios for corporate and local authority final salary defined benefit pension schemes as well as the reserve fund for the NSPCC. During 2009 John left full time employment since when he has been managing his own portfolio. John can be found at www.JohnsInvestmentChronicle.com  

This video can be seen at: https://www.piworld.co.uk/2020/11/06/piworld-interview-an-hour-with-paul-jourdan/   A fabulous hour with Paul Jourdan, CEO and Co-Founder of Amati Global Investors. We get a real sense of his investing rationale and thinking. Paul talks about where he sees market opportunities. How Amati dealt with CV19. Companies he thinks are interesting. What he's learned from mistakes. Particularly thought provoking, his comment, it's not the losers that cost investors, but the expense of missing the great opportunities where you miss a multiple of what you invested. Paul's background – 00:50 Paul/Amati's performance - 03:15 How do you spot companies at such an early stage?- 06:30 Those that didn't work out? - 14:30 GB Group (GBG) - 16:33 Where we're at in the current Industrial Revolution? - 17:15 Expertise required for bio tech? - 24:18 Polarean Imaging (POLX) - 26:39 How did you respond to CV19? - 29:43 Dart Group/Jet2 - 33:43 Renalytix AI (RENX) - 36:29 Maxcyte (MXCT) – 42.54 Q&A Eqtec (EQT) - 45:57  The hydrogen industry - 50 :47 Value versus growth stocks - 54:28   About Paul Jourdan: Dr Paul Jourdan co-founded Amati Global Investors following the management buyout of Noble Fund Managers from Noble Group in January 2010, having joined Noble in 2007 as Head of Equities. His fund management career began in 1998 with Stewart Ivory, where he gained experience in UK, emerging market, and global equities. In 2000, Stewart Ivory was taken over by First State and Paul became manager of what is now TB Amati UK Smaller Companies Fund. In 2004, he was appointed Head of UK Equities at First State. In early 2005, he launched Amati VCT plc and he also manages Amati VCT 2 after the investment management contract moved to Amati Global Investors in 2010 (In 2018 Amati VCT merged into Amati VCT 2 which was then renamed Amati AIM VCT). Prior to 1998, Paul worked as a professional violinist, including a four-year period with the City of Birmingham Symphony Orchestra. He currently serves as a Director of Sistema Scotland and Clean Trade, both of which are UK registered charities.  

UK equities are underperforming its EU peers while the Shanghai Composite leads the way on trailing 12 month basis. The USD is getting setup for a big fall, engineered by none other than the President himself. www.macroESG.com #macroESG --- Send in a voice message: https://anchor.fm/macro-esg/message

On this week's show Dave Baxter looks at how a professional investor is managing UK equity risk, and which parts of the market and companies she thinks are worth it. Charlotte Ransom, chief executive officer of Netwealth, explains why you could lose money by trying to avoid certain risks, and sets out some strategies to help you stay invested while mitigating downside. They also consider whether a new type of report will help you establish whether funds are good value for money. See acast.com/privacy for privacy and opt-out information.

In which Nick regales The Dear Listener with a terrifying tale of bed behaviour!   In this episode of what his mother calls the UK’s leading personal finance podcast, Nick also rambles on about:   The UK election and the lack of decent parties to vote for; His upcoming speech at Humans Under Management.   LINKS:   Sign up to Nick’s quarterly “Hat-Tip” newsletter here. FT Adviser article "Investors flee UK equities in worst ever quarter"      ==========   Any comments or feedback gratefully received. Likewise with suggestions for future shows. Get in touch with Nick on Twitter or via good old email.   CLICK HERE TO SIGN UP FOR NICK’S “HAT-TIP” NEWSLETTER.   CLICK HERE TO LEAVE A FIVE STAR REVIEW ON iTUNES - OR ELSE.   @HatTipNick   info@v2vfp.co.uk   www.v2vfp.co.uk  

This week our interview with one of the most recognisable UK investors, Richard Buxton. Richard is the Head of UK Equities at Merian Global Investors and manager of its UK Alpha Fund. We spoke about the situation in the UK right now, both for markets and the wider political picture, as well as the role of value investing.

It’s episode three of our new podcast and this time we’re chatting to UK equity fund managers James Thorne and Phil Macartney, who co-manage the Threadneedle UK Mid 250 Fund. We discuss the volatility and opportunities in and around the UK market following Brexit and the current political situation, what makes the mid-cap market so interesting, and how they identify good quality businesses, as well looking at three things to ask your IFA this month.

For the second episode of our new podcast series Moving Averages, we are very pleased to release an interview with Panmure Gordon's Chief Economist Simon French. Prior to joining stockbroker Panmure Gordon, Simon French worked for the UK Government, holding positions including Senior Economist and Chief of Staff to the UK Government COO. The subject of the podcast is a new piece of research written by Simon French for Panmure Gordon titled "Cheap like the budgie or a canary in the coal mine?", that looks at the UK equities market and why it is currently undervalued. The episode also touches on the post-Brexit referendum landscape, the current state of UK valuations, real wage growth and the country's near and long term economic outlook. The interview was conducted by economist Scott Evans, who has held positions such as First VP of Research at Merrill Lynch & Head of Equity Research at Espirito Santo, and is the co-author of the Numis Smaller Companies Index.

Welcome to the 7th CONKERS’ CORNER. In this interview I have the pleasure of speaking with John Rosier @johnrosier . In June 1984, John left university with a degree in Zoology and started work in The City of London. He enjoyed the first 14 years of his career at Fleming Investment Management, initially as an analyst and then as a UK portfolio manager; in 1997 he was appointed Head of UK Equities. He was a Director at Henderson Global Investors from 1998 until 2004, before moving to the West End and working for two hedge funds. His investment career at Flemings and Henderson was focused on managing UK equity portfolios for corporate and local authority final salary defined benefit pension schemes as well as the reserve fund for the NSPCC. During 2009 he left full time employment, since then he has been managing my own portfolio. He has thoroughly enjoyed the freedom of investing from home and despite some tricky periods during 2011 he has found it a rewarding experience. On 1st January 2012 John decided to chronicle his JIC Portfolio, which he started with cash of £151,110. You can see his outstanding performance here:http://johnsinvestmentchronicle.com/ In October 2014 began writing a regular column “The Diary of a Private Investor” for the DAILY MAIL . You can find his articles here on the This is Money website: http://www.thisismoney.co.uk/money/diyinvesting/article-2778113/The-Diary-Private-Investor-Hunting-best-shares-revealing-winners-losers.html Listen now to gain insights into how John invests and learn from the lessons in his investing journey. His passion for investing has enabled him to enjoy the freedom and flexiblility that many of us have as long-term goals.

Welcome to the first podcast of 2017 from Morningstar UK, the leading provider of independent investment research. As it’s the start of the year lets take a look at what you can expect from global markets in 2017, starting with bonds. Emma Wall, senior editor for Morningstar speaks to Morningstar Investment Management's Mark Preskett who says gilt yields may fall in 2017 but bonds still have an important role to play in investor portfolios. Turning now to UK Equities we have Simon Brazier, manager of the Investec UK equity fund. Simon says investors should prepare for a year of volatility - but there are opportunities in domestically focused cyclical stocks. 2017 will be the year for several European Elections including in the Netherlands, France and Germany all of which could impact the market. Canada Life Investments' chief investment officer David Marchant considers the impact of these European elections on asset prices and investors. Political upset can cause market volatility - and investment opportunities. But perfect market timing is near impossible, so how can investors be sure to profit from the dips? We now go to Emma Wall who shares her insight on how to profit from the upcoming European elections. Some European equity managers struggled last year, as energy and financial stocks rallied. Muna Abu-Habsa, Director of Manager Research Ratings for Morningstar suggests funds that can adjust to these changing backdrops may be best positioned for 2017. Is President Donald Trump a threat to emerging market returns? Paul Jackson, Head of Research for Source ETF considers the outlook for the sector and where investors can find the best opportunities. Subscribe to our podcast on itunes: https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2 http://www.morningstar.co.uk

This week we’re going to take a look at how the financial market is shaping up after Britain voted to leave the European Union. Senior editor Emma Wall starts our podcast off by discussing what the professional investors have been buying now that we are heading for Brexit.   How have retail investors reacted to Brexit? Morningstar's Jonathan Miller takes a look at fund flows and cautions investors against making any hasty decisions and in particular to not give up on UK Equities.   Brexit brings with it impending market uncertainty, but this is nothing new, says Jupiter's John Chatfeild-Roberts. He urges investors to take a long-term view and stick to high quality companies with international exposure.   Will the Property Freeze Affect Multi-Asset Funds? Millions of pounds has been gated in commercial property funds as liquidity issues have meant managers have had to restrict withdrawals. Will multi-asset be affected? Senior Fund analyst Randal Goldsmith discusses this issue with Emma Wall up next.   In the weeks since Britain voted to leave the EU both stock markets and bond prices have divided - with some rallying significantly and others falling fast Portfolio Manager for Morningstar Investment Management, Richard Whitehall discusses how currency has boosted investments post-Brexit. Britain's vote to leave the European Union seems to tie in with a feeling across the Western world – a rebellion against globalisation and those in power. Emma Wall discusses this theory up next.