Shows / On The Money
On The Money
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.
Episodes
- On The Money
Why these are investors’ favourite funds
In this episode, Kyle is joined by interactive investor’s Sam Benstead to examine key trends among the 50 most-popular funds, investment trusts and…
- On The Money
Key takeaways from reforms to get Britain investing
Kyle is joined by Craig Rickman, personal finance editor at interactive investor, to cover the key personal finance announcements made by Chancellor Rachel…
- On The Money
How this pro weighs up risks and rewards
The Asia-Pacific region is an adventurous area that can potentially add spice to a portfolio. Joining Kyle to share his outlook on the region and talk through…
- On The Money
Key trends and top-performing funds so far in 2025
We’re halfway through the year and for investors it has been very eventful. This week’s episode takes a look back at key trends that have played out so far…
- On The Money
The income risk investors need to be aware of
For income-seeking investors, the UK stock market has a rich dividend heritage. However, an important thing to bear in mind is the highly concentrated nature…
- On The Money
How to build and simplify an investment portfolio
On the back of stock market volatility picking up in the first half of 2025, our latest episode talks tactics on how to go about building or improving an…
- On The Money
Should fund managers reveal their ‘skin in the game’?
This episode asks whether fund managers should divulge whether they invest in the fund or investment trust they oversee. To discuss the topic, Kyle is joined…
- On The Money
How diversified is the global stock market?
In this episode, we look at whether global equity markets are sufficiently diversified. Are they too tech heavy and too reliant on the fortunes of the US?…
- On The Money
How to approach periods of stock market weakness
In this episode, the focus is on the UK stock market. We examine the sharp sell-off that occurred in early April in response to US tariff uncertainty, and then…
- On The Money
Where next for tech shares following the tariff turmoil?
Kyle is joined by Mike Seidenberg, who specialises in technology shares and manages Allianz Technology Trust. The episode focuses on how Mike has approached…
- On The Money
The key trends a decade on from pension freedoms
Having recently passed the first 10 years of pension freedoms, Kyle is joined by friend of the pod Craig Rickman to discuss how pension savers have been taking…
- On The Money
Gold’s in a bull market - will it last?
For this week’s episode, the focus is on gold, an asset that’s been performing very well over the past 18 months or so. Kyle is joined by Georges Lequime, a…
- On The Money
Investment lessons learnt during stock market volatility
Stock markets have experienced an uptick in volatility over the past couple of months amid uncertainty over US President Donald Trump’s tariff policies. In…
- On The Money
What are active ETFs and should you invest in them?
In this week's On The Money podcast, interactive investor’s Sam Benstead discusses how active exchange-traded funds (ETFs) work with HANetf head of research…
- On The Money
Why ISA reform is on the cards
With Kyle away, Sam Benstead is back in the chair to host the latest On The Money podcast, which is focused on speculation the government may make changes to…
- On The Money
Is it still worth investing in American stocks?
Sam Benstead is joined by Felix Wintle, manager of the Tyndall North American fund, to discuss the outlook for American shares. With American shares briefly…
- On The Money
How to invest like an ISA millionaire
Kyle is joined by Myron Jobson, senior personal finance analyst at interactive investor, to discuss ISA millionaires. They cover the number of ISA millionaires…
- On The Money
Why this top-performing stock market has fallen out of form
Today’s episode looks at the prospects for investing in India, which has been a top-performing stock market over the past decade, and performed particularly…
- On The Money
Three ways to generate £10,000 of income
Kyle is joined by Lee Wild, head of equity strategy, to discuss three hypothetical portfolios intended to provide food for thought as part of income investors’…
- On The Money
ISA ideas: most-popular funds, trends and overlooked areas
This week Kyle’s joined by friend of the pod Sam Benstead to explain why certain funds are consistently popular with investors. The duo also discuss trends…
- On The Money
Investment trust discounts: problem or opportunity for investors?
Activist investor Saba Capital has put investment trust discounts in the spotlight. In its view, discounts can leave investors trapped. In this episode, we…
- On The Money
Do portfolios need to be built differently?
This episode looks at the investment implications of inflation being more volatile and uncertain over the next decade. According to our guest, Tom Hibbert…
- On The Money
Q&A episode: tackling your pension and investment questions
This week Kyle is joined by Craig Rickman, personal finance editor at interactive investor, to answer a range of listeners’ pension and investment questions…
- On The Money
Three big factors that influence financial markets
This week’s episode focuses on the big picture, explaining how the macroeconomic backdrop influences how financial markets perform. To discuss the impact of…
- On The Money
China: opportunities, risks, and Trump’s tariff threats
In this episode the focus is on China, including what the threat of tariffs following Donald Trump’s return to the White House means for Chinese companies and…
- On The Money
Why one US activist is taking aim at the investment trust industry
This episode takes a deep dive into news that US activist investor Saba Capital is attempting to oust the boards of seven investment trusts in which it is the…
- On The Money
How to get your personal finances in shape in 2025
The start of a year is a good time to consider setting some financial goals. Kyle is joined by Craig Rickman, personal finance editor at interactive investor…
- On The Money
Seven key things for investors to watch in 2025
In our first episode of 2025, Kyle is joined by Richard Hunter, head of markets at interactive investor, to discuss key drivers for stock markets in the year…
- On The Money
How 2024’s investment predictions fared
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…
- On The Money
How this fund attempts to capitalise on AI winners
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…
- On The Money
What this region offers investors looking beyond Magnificent Seven
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…
- On The Money
Changes to inheritance tax on pensions explained
This episode focuses on Chancellor Rachel Reeves’ decision, announced in the Autumn Budget, to scrap the inheritance tax (IHT) exemption on unspent pensions…
- On The Money
How can retail investors trust private equity valuations?
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…
- On The Money
What the US election result means for investors
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…
- On The Money
What this alternative asset class adds to a portfolio
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…
- On The Money
Budget 2024: what it means for pensions and investments
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…
- On The Money
Are takeovers good or bad for shareholders?
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…
- On The Money
How and why Alliance Trust and Witan have joined forces
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…
- On The Money
How rule change could hurt one area of the stock market
Kyle is joined by friend of the pod Sam Benstead to discuss speculation that the inheritance tax (IHT) break that most AIM stocks qualify for could be removed…
- On The Money
Is this a smarter way to invest in stock markets?
This week, Kyle talks to Rob Arnott, founder of Research Affiliates, about a new way of owning the market passively by backing underdog stocks that have been…
- On The Money
Why stock markets are caught in a tug of war
In our latest episode, we offer an overview of the macroeconomic picture, highlighting reasons for investors to be cheerful and fearful. Joining Kyle to…
On The Money100th episode special: the Terry Smith interview
To mark our 100th episode Kyle interviewed Terry Smith, manager of Fundsmith Equity. Among the topics discussed are whether it has become harder for active…
- On The Money
How the October Budget could impact your personal finances
In the run-up to a Budget there’s always plenty of speculation about potential changes to the tax system. But ahead of the first Budget from a new government…
- On The Money
Will these new fund labels help investors?
One of the challenges facing fund investors is the huge amount of choice. For those looking for a fund that invests in sustainable stocks, there is the added…
- On The Money
Q&A episode: tackling what you asked about funds, shares and ETFs
In our latest Q&A episode, Kyle tackles questions related to funds and ETFs, while Lee Wild, head of equity strategy at interactive investor, joins him to…
- On The Money
The investment trust bargains this pro is backing
For investors who like to hunt for a bargain, discounts are wide across the investment trust universe. But, with no shortage of options, how can investors…
- On The Money
The reasons behind the stock market sell-off
When the stock market makes the front pages of the broadsheets, which happened last week, it can lead people to panic. But, as history shows, declines are part…
- On The Money
The case for keeping things simple by being a sloth investor
In this episode, Kyle speaks to Roy Stevens, who has recently released a personal finance book ‘The Sloth Investor’. Kyle asks Roy to explain why he views the…
- On The Money
How interest rate cuts impact the bond market
The focus for this episode is on how interest rate cuts affect the bond market. Typically, cuts cause bond prices to rise and bond yields to fall. Joining Kyle…
- On The Money
What the Olympics and investing have in common
The 2024 Paris Olympics is taking place over the next few weeks. For investors, certain parallels can be drawn between the thousands of athletes going for gold…
- On The Money
Is it time to buy this cheap major stock market?
In this episode we focus on the investment prospects for China, a major stock market that’s had a tough couple of years. Making the case that now is a good…
- On The Money
Second quarter of 2024: key investment trends and why they matter
Kyle welcomes Sam Benstead back to the podcast to run through trends and topics in the second quarter of 2024. The duo discuss the types of funds that had a…
- On The Money
Where to find value in UK market after recent rally
On a five-year view, the UK market has notably lagged other markets, particularly the US, which has been boosted by its technology giants. However, the recent…
- On The Money
Drawdown dilemmas: how to pay yourself at retirement
Kyle welcomes back to the pod interactive investor’s Personal Finance Editor Craig Rickman to discuss some of the dilemmas people face when investing during…
- On The Money
Will Scottish Mortgage, Terry Smith and Nick Train return to form?
Our latest episode focuses on Scottish Mortgage, Fundsmith Equity and Lindsell Train UK Equity, arguably the biggest household names for retail investors…
- On The Money
Why this investment trust sector’s a standout bargain
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…
- On The Money
What the general election means for your personal finances
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…
- On The Money
Why India's stock market is booming: opportunities and risks
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…
- On The Money
How to avoid two of the most common investing errors
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…
- On The Money
How money market funds work, and earning 5% income
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…