On The Money

Dec 18 2024 354 ep. 20 mins 161

On The Money Podcast artwork

Every week, Kyle Caldwell and guests take a look at how the biggest stories and emerging trends could affect your investments, with practical tips and ideas to help you navigate your way through. Join the conversation, tell us what you want us to talk about or send us a question to [email protected]. Visit www.ii.co.uk for more investment insight and ideas.

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How 2024’s investment predictions fared

Dec 18 2024 20 mins

In our last episode of 2024, Kyle is joined by Richard Hunter, head of markets at interactive investor, to reflect on investment predictions made at the start of the year. Topics discussed include M&A, artificial intelligence and the “Magnificent Seven”, the UK market, recession, inflation, and yields.The recording took place on 9 December 2024.We wish all our listeners a w

How this fund attempts to capitalise on AI winners

Dec 11 2024 22 mins

This episode takes a deep dive into the artificial intelligence (AI) theme. To discuss the topic, Kyle is joined by Chris Ford, manager of the Sanlam Global Artificial Intelligence fund. Ford explains how the theme has broadened since the fund launched in 2017, how he picks potential AI winners, and why he has four of the so-called Magnificent Seven among the top 10 holdings: Nvidi

What this region offers investors looking beyond Magnificent Seven

Dec 04 2024 14 mins

Since the start of 2023, global stock market returns have been heavily influenced by a small number of US technology companies, the so-called Magnificent Seven. However, there are plenty of opportunities for investors to consider both in and outside the technology sector. Joining Kyle to discuss the case for Europe, and to explain how investing in Europe can give investors exposure

Changes to inheritance tax on pensions explained

Nov 27 2024 12 mins

This episode focuses on Chancellor Rachel Reeves’ decision, announced in the Autumn Budget, to scrap the inheritance tax (IHT) exemption on unspent pensions from April 2027. Kyle is joined by Craig Rickman, personal finance editor at interactive investor, to unpick what it means for those looking to pass on wealth. On The Money is an interactive investor (ii) podcast. For more in

How can retail investors trust private equity valuations?

Nov 20 2024 24 mins

Over the long term, some private equity investment trusts have delivered a strong performance, but in the short term it's been more challenging owing to interest rate rises. This has led to some uncertainty over the underlying valuations of assets held in private equity trusts. To address the concerns that some investors have, Kyle speaks to Steven Tredget of Oakley Capital Investm

What the US election result means for investors

Nov 13 2024 17 mins

In this episode Kyle is joined by Richard Hunter, head of markets at interactive investor, to discuss what the US election result means for investors. The duo explain how stock markets and bonds initially reacted, and name key sectors to watch. Kyle also explains how investors can reduce concentration risk given that the ‘Magnificent Seven’ now account for around a third of the

What this alternative asset class adds to a portfolio

Nov 06 2024 22 mins

In this episode, we focus on infrastructure, an asset class that behaves differently to shares and bonds. Joining Kyle to explain what this investment area can add to a portfolio is Donal Reynolds, manager of abrdn Global Infrastructure Equity. He points out that infrastructure offers inflation protection, explains why lower interest rates act as a tailwind, and runs through three

Budget 2024: what it means for pensions and investments

Oct 31 2024 15 mins

Kyle is joined by friend of the pod Craig Rickman, personal finance editor at interactive investor, to examine key announcements in the Labour Party’s first Budget in 14 years. The duo discuss how the measures could affect your personal finances. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.Kyle Cal

Are takeovers good or bad for shareholders?

Oct 23 2024 17 mins

In this episode, on the back of a pick-up in takeover activity, we discuss the good, the bad and the ugly in stock market acquisitions. Joining Kyle to discuss the topic is Ken Wotton, who manages various funds, including Strategic Equity Capital investment trust and funds for Gresham House. Wotton explains how he approaches takeover offers for the stocks he owns, and identifies ke

How and why Alliance Trust and Witan have joined forces

Oct 16 2024 16 mins

Kyle finds out the reasons for the largest-ever investment trust merger involving Alliance Trust and Witan, which have combined to form Alliance Witan. Joining Kyle to explain how the two trust portfolios will be blended is Craig Baker, global chief investment officer at Willis Towers Watson, the investment manager for Alliance Trust.On The Money is an interactive investor (ii) pod