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On The Money

interactive investor

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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 OTM@ii.co.uk. Visit www.ii.co.uk for more investment insight and ideas.
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The lang cat‘s Tom McPhail talks with industry experts and insiders about pensions and investments, regulation, technology, politics and policy-making . Grown-up financial services insights for people who work here. Tom is one of the industry‘s leading experts on pensions and retirement for over 20 years and former Head of Policy for the FTSE100 firm Hargreaves Lansdown. You can also find him on Twitter as @pensionsmonkey
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Our latest episode focuses on Scottish Mortgage, Fundsmith Equity and Lindsell Train UK Equity, arguably the biggest household names for retail investors looking to back a professional fund manager. The trio have seen their performances come off the boil over the past three years, but they have delivered strong performances over the long term. Host…
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Since the end of last October, parts of the UK stock market have enjoyed a bounce. However, there’s still plenty to play for, argues Ryan Lightfoot-Aminoff, an investment trust research analyst at Kepler Partners. Ryan makes the case for investment trusts focused on UK smaller companies. He tells host Kyle Caldwell why he’s attracted to this area, …
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In this episode, Kyle is joined by interactive investor’s personal finance editor Craig Rickman to focus on key areas of concern ahead of the general election in around a month’s time. The duo discuss how the landscape could change for pensions, ISAs and the stock market. On The Money is an interactive investor (ii) podcast. For more investment new…
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In this episode, the focus is on India, a stock market that’s performed strongly over the past few years. While India has plenty of attractions in terms of robust economic growth and favourable demographics (such as a young population), valuations have become pricier following its recent run of strong performance. Joining Kyle to share his insights…
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What should have been simple has proved to be anything but; HMRC has created a new way to inflict misery on unsuspecting pension savers. Jon Greer from Quilter gently explains everything we need to know. We also discuss what a new Labour government might do with the rules.By the lang cat
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Kyle welcomes back Mick Dillon, manager of the Brown Advisory Global Leaders fund. Mick, who was last on the podcast around a year ago, focuses on two common investing issues: false positives and false negatives. A false positive is when an investor believes a company is a good potential investment, but it turns out to be a bad company in disguise.…
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Since December 2021, the assets held by interactive investor customers in money market funds has increased more than 16-fold. To explain why this fund type has become more popular and how the funds work, Kyle is first joined by interactive investor’s bond specialist Sam Benstead who later interviews Craig Inches, manager of the Royal London Short T…
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A new generation of weight-loss drugs have proved appetising to investors, with the two companies currently dominating the market enjoying strong share price gains over the past few years. Other firms are also poised to join the trend, which is expected to expand significantly by 2030. However, does the hype risk creating an obesity-drug bubble? Jo…
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This episode focuses on answering investment questions submitted by you. To tackle various topics, which range from explaining fund rules to whether share buybacks benefit private investors, Kyle is joined by Richard Hunter, head of markets at interactive investor. We love to hear from you, so if you have an investment-related question you would li…
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The Magnificent Seven tech stocks, including Nvidia, Microsoft and Amazon, have dominated the investment landscape since the start of 2023. Collectively, they account for nearly 30% of the S&P 500 index. Joining Kyle to discuss the career risk for fund managers who don’t own the Magnificent Seven is Nick Clay, who oversees the Redwheel Global Equit…
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While speculation mounts over which actor will be the new James Bond in the next film in the franchise, in the investment world bonds are the hot topic. One UK government bond – also known as a gilt – has attracted more money each month than any investment available to interactive investor customers since June 2023. Joining Kyle this week is Sam Be…
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Kyle welcomes Sam Benstead back to the podcast to discuss key trends and topics so far this year, including the “Magnificent Seven” being rebranded to “The Fab Four”, the latest interest rate predictions, the most-popular funds and investment trusts among ISA investors, the appeal of India as an investment destination, and investment trust discount…
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Since the start of 2023, growth stocks have been the big stock market winners, while income stocks have lagged behind. But Jon Bell, who manages the BNY Mellon Global Equity Income fund, thinks this trend may soon reverse. In this episode, he explains why high valuations for the “Magnificent Seven” US technology companies remind him of the tech bub…
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Going against the crowd is a high-risk, but potentially high-reward, approach to investing. One major market that stands out today as particularly ‘unloved’ is China. Joining Kyle to discuss the investment case is Ewan Markson-Brown, manager of the CRUX Asia ex-Japan fund. Ewan discusses political risk and suggests reasons for optimism. He also exp…
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Tax year end is approaching, a time when many investors will be looking for last-minute ideas to make the most of the annual ISA allowance. Given this, the focus for this episode is on an out-of-favour investment trust area that could pique the interest of those seeking bargain opportunities. Kyle is joined by Sachin Saggar, an investment trust ana…
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In the final episode of our four-part bonus ISA series that aims to help investors develop a broader understanding of funds, Kyle is joined by professional investor Algy Smith-Maxwell to explain how investors should judge fund performance. The duo also discuss why it’s important for a fund manager to stay true to the way they invest, and Algy runs …
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A week on from Chancellor Jeremy Hunt’s Spring Budget, Kyle is joined by Craig Rickman, interactive investor’s personal finance editor, to dissect the main personal finance talking points. One of the main announcements for investors was the ‘British ISA’, which will be an extra £5,000 yearly allowance. Kyle and Craig detail what is known so far abo…
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In the third episode of our four-part bonus ISA series, Kyle asks professional fund buyer Algy Smith-Maxwell to explain what investors need to consider when building a fund portfolio. Among the topics discussed are asset classes, risk tolerance, growth and income, and the types of funds beginner investors could size up. Kyle also asks Algy to give …
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Kyle Caldwell is joined by Andrew Bell, chief executive officer at Witan investment trust, to look at the big macroeconomic picture by highlighting tailwinds and headwinds for stock markets over the next 12 months. Among the topics discussed are the direction of interest rates, valuations, geopolitical risks, and global stock markets being heavily …
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In the second episode of a four-part bonus ISA series, Kyle asks professional fund buyer Algy Smith-Maxwell to explain how investors can break down the barrier of being overwhelmed by the thousands of fund options. Algy details how he sorts the wheat from the chaff among active funds, which includes a "two-minute test" when he meets fund managers. …
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With tax year end over a month away, Kyle is joined by Sam Benstead to discuss how ISA millionaires invest, which hopefully provides plenty of inspiration for your own investments. Sam explains the approaches of two ISA millionaires he recently spoke to. The pair crunch the numbers to explain how long it takes to become an ISA millionaire, reveal t…
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In the first episode of a four-part bonus ISA series, Kyle has teamed up Algy Smith-Maxwell, a professional fund buyer. He also hosts his own podcast - Algy’s Investment Podcast – which is well worth checking out. Our bonus series picks Algy’s brain on everything to do with funds, aiming to give you a broader understanding. In episode one, Algy sha…
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