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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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Dr Trevor Polischuk: The Richard Hunter Interview

Dr Trevor Polischuk: The Richard Hunter Interview

Richard talks to Dr Trevor Polischuk, co-portfolio manager of the Worldwide Healthcare Trust, about how the trust and the wider healthcare sector has performed amid the Covid-19 pandemic. Visit 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.
19:1116/02/2021
Andy Ho: The Richard Hunter Interview

Andy Ho: The Richard Hunter Interview

Richard is joined by Andy Ho, chief investment officer at VinaCapital Investment Management, to talk Vietnam’s investment potential and how the fund has coped amid the coronavirus pandemic. Visit 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.
15:4309/02/2021
Funds Fan: Man GLG Income interview, dividends outlook, and China

Funds Fan: Man GLG Income interview, dividends outlook, and China

In this episode, the team discuss the most-popular funds and investment trusts among interactive investor customers, interest in China-focused investments, and the growing focus on emerging markets. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more insight and ideas. Later, they are joined by Henry Dixon, fund manager of Man GLG Income fund, one of our Super 60 fund choices. Finally, the focus turns to the Legg Mason Clear Bridge Global Infrastructure Income fund, which was recently added to our Super 60 rated list. 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.
21:0105/02/2021
The ETFs Show: the new trends and innovations

The ETFs Show: the new trends and innovations

Hector McNeil, co-CEO of HANetf, talks to interactive investor’s Tom Bailey about trends that investors ought to be aware of and highlights ETFs to consider. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more 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.
20:3204/02/2021
Tom Becket – The Richard Hunter Interview

Tom Becket – The Richard Hunter Interview

Tom Becket, chief investment officer at Punter Southall Wealth, joins Richard this week to talk dividends, Covid and big tech. Visit 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
17:3902/02/2021
How to Invest: tackling tax

How to Invest: tackling tax

How To Invest is a podcast series designed to help you get to grips with the basics of investing. In this episode, interactive investor’s news editor Sam Barker is joined by head of pensions and savings Becky O’ Connor to demystify the tax rules on investments and assets. 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.
07:4628/01/2021
Mind & Money: how Covid-19 could change your investing behaviour

Mind & Money: how Covid-19 could change your investing behaviour

In the first episode of a new series, interactive investor’s Becky O’Connor is joined by Greg Davies, behavioural finance expert at Oxford Risk. Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more 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.
24:2527/01/2021
James Harries: The Richard Hunter Interview

James Harries: The Richard Hunter Interview

This week, Richard catches up with James Harries, manager of the Securities Trust of Scotland, on the challenges of 2020, what he thinks 2021 might bring and the importance of global exposure. Visit 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.
17:5626/01/2021
Funds Fan: dividends in 2021 and Mid Wynd trust interview

Funds Fan: dividends in 2021 and Mid Wynd trust interview

In this episode, the team discuss changes to interactive investor’s Super 60 list of investments, and the outlook for dividends in 2021 following the publication of Link’s Dividend Monitor. Later, Simon Edelsten, fund manager of the Mid Wynd International investment trust, joins the podcast to discuss recent portfolio changes, investing in tech and the UK market. Finally, the focus turns to the Diverse Income investment trust, one of the new additions to the Super 60 list. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more 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.
22:2422/01/2021
The ETFs Show: tech stocks in the Biden era

The ETFs Show: tech stocks in the Biden era

In the latest episode, we are joined by Anthony Ginsberg, co-founder of the HAN-GINs Tech Megatrend Equal Weight UCITS ETF, who explains what investors need to know about tech investing and the new president of the United States. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more 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.
17:4420/01/2021
Nick Train: The Richard Hunter Interview

Nick Train: The Richard Hunter Interview

The star fund manager talks to Richard Hunter about the Finsbury Growth & Income Trust and Warren Buffett, and answers interactive investor customers’ questions. Visit 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.
44:0919/01/2021
Funds Fan: 2020 winners, and Edinburgh Investment Trust interview

Funds Fan: 2020 winners, and Edinburgh Investment Trust interview

interactive investor experts Kyle Caldwell and Tom Bailey discuss the best and worst-performing fund sectors of last year, and examine the most popular funds and investment trusts of December. The pair are joined by James de Uphaugh, fund manager of the Edinburgh Investment Trust, who discusses taking the helm at the trust in March 2020 during the height of the Covid-19 stock-market storm. De Uphaugh explains the trust’s integration of environmental, social and governance (ESG) values, and the resetting of Edinburgh’s dividend. Finally, the spotlight for this episode falls on Utilico Emerging Markets investment trust, which appears on the ii Super 60 list of investments. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more 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.
23:3608/01/2021
The UK economy in 2021: the road to recovery

The UK economy in 2021: the road to recovery

Ed Smith, head of asset allocation research at Rathbones, talks to interactive investor about some of the challenges and prospects for the UK economy in 2021. 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.
14:5607/01/2021
The ETFs Show: a history of the FTSE from start-up to index giant

The ETFs Show: a history of the FTSE from start-up to index giant

Mark Makepeace was the founding chief executive of FTSE International and for decades oversaw the creation of the FTSE brand and indices. He talks to ETFs editor Tom Bailey about his new book, FTSE: The Inside Story, and major changes that have taken place in the UK stock market. 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.
26:5421/12/2020
Funds Fan: 2020’s top investments and trust insights

Funds Fan: 2020’s top investments and trust insights

interactive investor experts Kyle Caldwell and Tom Bailey discuss the best funds and investment trusts of the year, and examine a poll of investment trust managers that reveals where they expect to find value opportunities in 2021. The pair are joined by Jonathan Davis, editor of the annual Investment Trust Handbook, who discusses highlights of this year’s book, including insights from Aberdeen Standard Life’s Harry Nimmo, Monks’ Charles Plowden and Allianz Technology Trust’s Walter Price. Davis also explains why he thinks trusts are the connoisseur’s choice when choosing an investment, and makes predictions for 2021. 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.
19:4718/12/2020
Student Investor Challenge winners deliver strong returns

Student Investor Challenge winners deliver strong returns

A group of four from Reading School won this year’s Student Investor Challenge competition, which is run by the London Institute of Banking and Finance and aims to help young people learn about the stock market. We caught up with two of the winners to find out how their virtual £100,000 portfolios fared. 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.
09:1215/12/2020
The ETFs Show: investing in oil, gold and other commodities

The ETFs Show: investing in oil, gold and other commodities

Tom Bailey, interactive investor’s ETFs editor, and Nitesh Shah, director of commodity research at WisdomTree Europe, discuss exchange-traded products, gold and oil investing, and emerging trends in commodity ETFs. 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.
17:3310/12/2020
Inflation? The system is broken, says Mark Mobius

Inflation? The system is broken, says Mark Mobius

The veteran investor and expert in emerging markets discusses his new book The Inflation Myth and the Wonderful World of Deflation, which aims to debunk myths about inflation and explain why we should be happy about being in a deflationary world. 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.
14:0804/12/2020
Funds Fan: favourite investments and Peter Spiller on trust discounts and gold

Funds Fan: favourite investments and Peter Spiller on trust discounts and gold

This episode opens with experts Kyle Caldwell and Tom Bailey discussing the launch of a new investment trust, the most popular funds and trusts among investors this month, and why Tom prefers an index fund or ETF for gaining exposure to emerging markets. They are joined by Capital Gearing’s Peter Spiller, the longest-serving manager of an investment trust, having been at the helm for 38 years. He explains how the capital preservation trust invests and shares his thoughts on equity markets, trust discounts and the yellow metal. 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.
20:0604/12/2020
M&G Global Macro Bond: the bonds we’ve been buying

M&G Global Macro Bond: the bonds we’ve been buying

Jim Leaviss, fund manager of the M&G Global Macro Bond, which is one of interactive investor’s Super 60 funds, discusses the objectives of “M&G’s most flexible bond fund”, where they have been aggressively buying, performance, and favoured corporate bonds. 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.
16:2627/11/2020
Funds Fan: five stock ideas from a dividend hero and big future themes

Funds Fan: five stock ideas from a dividend hero and big future themes

In this episode, interactive investor’s Kyle Caldwell and Tom Bailey examine the results of a respected global fund manager survey and focus on themes professional investors are betting on. The pair are joined by Charles Luke, manager of the Murray Income investment trust, which boasts 47 consecutive years of dividend growth. Luke discusses the trust’s recent merger with the Perpetual Income and Growth trust, portfolio activity, and when the dividend drought will end. Finally, analyst Liberty Godfrey considers Montanaro Better World, a new fund in our ACE 40 list of ethical investments. 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.
18:0127/11/2020
How to Invest podcast: investing for retirement

How to Invest podcast: investing for retirement

How To Invest is a podcast series designed to help you get to grips with the basics of investing. In this episode, interactive investor’s news editor Sam Barker is joined by head of pensions and savings Becky O’ Connor to discuss the different ways to invest for retirement, including workplace pensions, SIPPs (self-invested personal pensions) and ISAs. 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. Please note the tax treatment of these products depends on the individual circumstances of each customer and may be subject to change in future. If you are uncertain about the tax treatment of the products you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
11:4323/11/2020
The ETFs Show: the story behind the ETFs in your portfolio

The ETFs Show: the story behind the ETFs in your portfolio

Tom Bailey, interactive investor’s collectives editor, deep dives into the history of exchange-traded funds (ETFs) with guest Mark Fitzgerald, head of product specialism at Vanguard. The pair discuss the provenance of ETFs, aiming to give listeners a better understanding of them and how to use them, before considering the big themes in a mushrooming market. 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.
15:0419/11/2020
Funds Fan: three megatrends, Scottish Mortgage tech sales and ACE 40

Funds Fan: three megatrends, Scottish Mortgage tech sales and ACE 40

In this episode, interactive investor experts Kyle Caldwell and Tom Bailey discuss the fund sector facing an ISA ban and portfolio activity for the Scottish Mortgage investment trust, before they are joined by global fund manager Zehrid Osmani, who runs several unconstrained funds for Legg Mason Martin Currie and is lead manager of the Martin Currie Global Portfolio Trust. Osmani talks megatrends of the future and investment themes within those trends, and why he doesn’t rely on the FAANG stocks. Finally, the focus shifts to the Baillie Gifford Positive Change fund, a new addition to interactive investor’s ACE 40 list of ethical investments. 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.
23:2513/11/2020
Investing in the US: why this fund looks beyond the FAANGs

Investing in the US: why this fund looks beyond the FAANGs

Hugh Grieves, manager of the multi-cap Premier Miton US Opportunities fund, which appears on interactive investor’s Super 60 list, discusses the fund’s ambitions, its top holdings, and investing beyond the FAANG stocks. 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.
13:1411/11/2020
Rathbone Ethical Bond: pandemic performance and future themes

Rathbone Ethical Bond: pandemic performance and future themes

Bryn Jones, lead manager of the Rathbone Ethical Bond fund, which appears in interactive investor’s ACE 40 and Super 60 lists, discusses the fund’s income focus, top holdings, philosophical shift from “pure ethical” to “ethical sustainable”, smart cities and more. Podcast recorded on Friday 6 November. 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.
14:3409/11/2020
Pandemic winners for BMO Responsible UK Income

Pandemic winners for BMO Responsible UK Income

Catherine Stanley of the BMO Responsible UK Income fund, which appears on interactive investor’s ACE 40 list of ethical investments, discusses the fund’s objectives, top holdings, where she’s finding outstanding tech firms, and the mushrooming demand for ESG (environmental, social and corporate)investing. 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.
13:1130/10/2020
Funds Fan: Buffettology’s Keith Ashworth-Lord and Fundsmith Equity

Funds Fan: Buffettology’s Keith Ashworth-Lord and Fundsmith Equity

interactive investor experts Kyle Caldwell and Tom Bailey share their insights on current investing themes, the US election and investment trust launches, before being joined by Keith Ashworth-Lord of the CFP SDL UK Buffettology fund. The fund manager discusses his stock-market shopping spree following the Covid sell-off, why there is misplaced negativity towards UK equities, and the proposed launch of the Buffettology Smaller Companies Investment Trust. Finally, the spotlight for this episode falls on Fundsmith Equity, which appears on the ii Super 60 list of investments. 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.
23:1823/10/2020
International Biotechnology Trust: star stocks and the Covid vaccine race

International Biotechnology Trust: star stocks and the Covid vaccine race

What are the origins of innovation in biotech? Ailsa Craig, investment manager of the International Biotechnology Trust, discusses where great companies begin, US election outcomes, and why the outlook for the sector is a sunny one. 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.
13:5322/10/2020
Finding small caps that could be tomorrow’s giants

Finding small caps that could be tomorrow’s giants

Where are investors finding high-growth opportunities in emerging and frontier markets? Carlos von Hardenberg, lead portfolio manager of Mobius Investment Trust, talks to interactive investor about investing in the small caps, achieving double-digit returns, finding opportunities in India, having skin in the game, and how emerging markets are catching up with developed markets in the tech space. 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.
14:3414/10/2020
Troy: outperforming the market and rivals

Troy: outperforming the market and rivals

Hugo Ure, co-manager of the Troy Income and Growth investment trust, talks to interactive investor’s head of markets Richard Hunter about performance, new additions to the portfolio and sectors in his sights. He also discusses crossover holdings between the trust and Trojan Ethical Income fund, which he also managers and that appears on our ACE 30 rated list of ethical investments. 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.
17:3412/10/2020
Funds Fan: a dividend hero with a headline yield

Funds Fan: a dividend hero with a headline yield

Independent expert Andrew Pitts and interactive investor’s collectives editor Kyle Caldwell turn their gaze on the latest industry news, focusing on UK investment trust launches and the record outpouring of money from UK-focused equity funds. The duo are joined by Simon Gergel, manager of Merchants Investment Trust, which is one of the AIC’s “dividend heroes”, having raised its dividend every year for 38 years. Gergel discusses the trust’s performance, the polarisation of high-growth and value companies, and the three sectors he has been adding to. Finally, Teodor Dilov, fund analyst at ii, names his investment trust of the week from the ii Super 60 list of investments. Podcast recorded on 6 and 7 October 2020. 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.
20:1109/10/2020
The ETFs Show: how ETFs work and how to use them

The ETFs Show: how ETFs work and how to use them

interactive investor’s ETFs editor Tom Bailey kicks off the first podcast in a new series with an easy-to-understand introduction to exchange traded funds, including how investors can use them in their portfolios. David Stevenson, investment commentator and author of The Utilmate ETF Guidebook, answers questions on thematic ETFs in areas such as robotics and gaming, responds to criticisms of ETFs as a “Marxist weapon”, and more. 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.
28:5207/10/2020
Ignore UK’s smaller companies at your peril

Ignore UK’s smaller companies at your peril

Investors are overlooking a slice of the market, according to George Ensor, manager of the River and Mercantile UK Micro Cap investment trust. He talks to interactive investor’s head of markets Richard Hunter about the small-cap space, disruptive stocks, the trust’s growth bias and how it has fared in turbulent market conditions. 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.
13:5401/10/2020
Japan: safe dividends and five stock ideas

Japan: safe dividends and five stock ideas

Which are the standout companies of modern Japan? Nicholas Weindling, manager of the unconstrained JP Morgan Japanese Investment Trust, dispels myths and details top holdings in a discussion with interactive investor’s head of markets Richard Hunter. The pair also talk robotics, the country’s ‘special market’ for stockpicking, and how politics and the pandemic have been good for the portfolio. 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.
16:0823/09/2020
Funds Fan: five stocks for bargain hunters and new fund launches

Funds Fan: five stocks for bargain hunters and new fund launches

interactive investor’s collectives editor Kyle Caldwell and ETFs expert Tom Bailey discuss the latest industry news, including the reopening of a big property fund and the launch of new funds. The pair are joined by Richard Penny, manager of the Crux UK Special Situations fund, who explains where he is finding value opportunities six months after the March sell-off. He also discusses uncovering “growth gems” in areas such as software and life sciences, and which catalyst could bring investors back to an unloved UK market. Finally, Teodor Dilov, fund analyst at ii, explains why one investment trust has been removed from the ii Super 60 list of investments. 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.
18:0516/09/2020
Funds Fan: dividends, value investing and star managers

Funds Fan: dividends, value investing and star managers

interactive investor’s collectives editor Kyle Caldwell and independent expert Andrew Pitts discuss the latest industry news, including an eminent fund manager’s exit. The pair debate the value of experience, considering the track records of current “stars” and how long to wait before investing with a successor. They also mull the prospect of a renaissance in value investing. The hosts are joined by Sam Morse, manager of Fidelity European Values, who makes the case for investing in a “high beta play on global growth” and emphasises that despite the trust’s name, he does “not [take] a traditional value approach”. He also discusses gearing levels and dividend policies as “a torch in murky markets”. Finally, Teodor Dilov, fund analyst at ii, names his fund of the week from the ii Super 60 list of investments. 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.
23:5804/09/2020
Funds Fan: City of London’s Job Curtis and fashionable funds

Funds Fan: City of London’s Job Curtis and fashionable funds

Kyle Caldwell, collectives editor at interactive investor, and Andrew Pitts, an independent consultant, consider the surging popularity and performance of ESG funds, and the catalysts that could bring retail investors back to UK funds. The pair are joined by Job Curtis, manager of the income-focused City of London investment trust, who details changes to the portfolio and discusses the outlook for the trust, which boasts a 54-year record of annual dividend increases – the longest of any investment trust. Finally, Teodor Dilov, fund analyst at interactive investor, names his fund of the week from the ii Super 60 list of investments. 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.
21:3021/08/2020
What do financial fraudsters value more than money?

What do financial fraudsters value more than money?

Andy McDonald, senior adviser at We Fight Fraud and formerly head of special operations at Counter Terrorism Command, tells interactive investor’s head of markets Richard Hunter about the rise of vishing, smishing and social engineering, the pitfalls of working from home, and why it pays to “know your criminal”. 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.
20:3514/08/2020
Funds Fan: upsides to the dividend downturn and Scottish Mortgage

Funds Fan: upsides to the dividend downturn and Scottish Mortgage

In this episode, Kyle Caldwell, collectives editor at interactive investor, and ETFs editor Tom Bailey look at the latest fund industry developments, including good news for income investors via a handful of investment trust “dividend heroes” and an update on a third payout for Woodford Equity Income investors. The pair are joined by Douglas Scott, co-manager of the Kames UK Equity Income and Kames Global Equity Income funds. Scott discusses key qualities for stock selection, silver linings amid the dividend drought and his view on the outlook for 2020. Finally, interactive investor’s Teodor Dilov names his fund of the week from the ii Super 60 list of investments. 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.
26:4707/08/2020
Sebastian Lyon interview: my favourite hunting ground and a ‘zero to hero’ stock

Sebastian Lyon interview: my favourite hunting ground and a ‘zero to hero’ stock

The chief investment officer of Troy Asset Management and manager of Personal Assets Trust tells interactive investor’s head of markets Richard Hunter about the trust’s objectives and top holdings, where he’s finding the best opportunities, and the Covid “phoney war”. 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.
22:4206/08/2020
Zehrid Osmani interview: investing beyond FAANG

Zehrid Osmani interview: investing beyond FAANG

The manager of the Martin Currie Global Portfolio Trust speaks to interactive investor's head of markets Richard Hunter about seeking investment returns without holding tech giants Facebook, Amazon, Apple, Netflix and Google (FAANG). 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.
19:4328/07/2020
Gold and ‘anti-bubbles’

Gold and ‘anti-bubbles’

Best-selling author Diego Parrilla talks gold with interactive investor's head of markets Richard Hunter. Diego is portfolio manager at Quadriga Asset Managers and wrote The Anti-Bubbles: Opportunities Heading Into Lehman Squared And Gold´s Perfect Storm. 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.
28:2027/07/2020
Tom Wildgoose interview: how March sell-off was a golden opportunity

Tom Wildgoose interview: how March sell-off was a golden opportunity

The co-manager of the Nomura Global High Conviction Fund talks to interactive investor’s head of markets Richard Hunter about why the fund avoids style bias, its top holdings, growth stocks, and why focusing on fewer stocks lets them focus on the best 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.
13:5924/07/2020
Funds Fan: are lower dividends here to stay?

Funds Fan: are lower dividends here to stay?

In this episode, Faith Glasgow, editor of Money Observer, and deputy editor Kyle Caldwell look at the latest fund industry news, including UK equity income funds reducing exposure to oil majors, and Link’s Dividend Monitor report for the second quarter. The pair weigh optimistic and pessimistic outlooks for dividends and offer their own forecasts. They are joined by Thomas Brown, fund manager of Miton European Opportunities. Brown discusses where he is finding investment opportunities, Europe’s superstar stocks the GRANOLAS, and catalysts for kickstarting the unloved European sector’s fortunes. He also explains why short-term trading around Covid-19 is unhealthy. Finally, interactive investor’s Teodor Dilov names his fund of the week from the ii Super 60 list of investments. 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.
23:5424/07/2020
UK economic view: key challenges and positive prospects for UK plc

UK economic view: key challenges and positive prospects for UK plc

Ed Smith, head of asset allocation research at Rathbones, talks to interactive investor’s head of markets Richard Hunter about the outlook for the country for the next two years and the impact of UK idiosyncrasies, including Brexit. As well as predicting the shape of the recovery from an Alphabet Soup of options, he explains how long it could take the economy to reach pre-Covid levels. 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.
11:2517/07/2020
Ben Rogoff interview: the best tech company I’ve ever owned

Ben Rogoff interview: the best tech company I’ve ever owned

The lead manager of Polar Capital Technology investment trust talks to interactive investor’s head of markets Richard Hunter about investment themes, historical parallels between the coronavirus crisis and tech innovation around the time of the Second World War. He also discusses portfolio holdings, stocks for the ’new normal’ and the acceleration of disruptive tech. 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.
12:2414/07/2020
Neil Hermon interview: the search for ‘buy and hold forever’ stocks

Neil Hermon interview: the search for ‘buy and hold forever’ stocks

The manager of the Henderson Smaller Companies investment trust talks to interactive investor’s head of markets Richard Hunter about the trust’s style of investing, its top holdings and finding opportunities after the Covid crisis. 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.
12:5413/07/2020
How not to ‘die’ in stock markets and lose money

How not to ‘die’ in stock markets and lose money

Mathematician and trading psychologist Dr Richard Smith, who has created tools to help investors better understand risk, talks to interactive investor’s head of markets Richard Hunter about his new venture RiskSmith, the ‘sweet spot’ of an 18-month holding period, winning and losing mindsets, and why free trades are a disaster for retail investors. 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.
17:2810/07/2020
Funds Fan: investor trends, top performers, and a standout Baillie Gifford fund

Funds Fan: investor trends, top performers, and a standout Baillie Gifford fund

In this episode, Kyle Caldwell, deputy editor of Money Observer, and editor Faith Glasgow address the boom in fund sales, identifying trends and the sectors investors are favouring, plus the best and worst fund performers in the first half of 2020. They are joined by Douglas Brodie, manager of the Baillie Gifford Global Discovery Fund, who explains that the fund's style of investment is about "being on commercially relevant frontiers of innovation and long-term structural change". Brodie discusses some of the portfolio's holdings, and its strong performance during the first six months of the year. Finally, interactive investor’s Teodor Dilov presents his fund of the week from the ii Super 60 list of investments. 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.
27:0509/07/2020