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
Is this stock market theme a big opportunity or a bubble?
A new generation of weight-loss drugs have proved appetising to investors, with the two companies currently dominating the market enjoying strong share price…
- On The Money
Eight of your investment questions answered
This episode focuses on answering investment questions submitted by you. To tackle various topics, which range from explaining fund rules to whether share…
- On The Money
The career risk of not owning the ‘Magnificent Seven’
The Magnificent Seven tech stocks, including Nvidia, Microsoft and Amazon, have dominated the investment landscape since the start of 2023. Collectively, they…
- On The Money
The investment outselling US tech and Fundsmith Equity
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…
- On The Money
First quarter of 2024: key investment trends and why they matter
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…
- On The Money
Growth vs income: why the tide could be turning
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…
- On The Money
Does the political risk of investing in China outweigh the rewards?
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…
- On The Money
Is this investment trust area a value trap or a buy for the brave?
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…
- On The Money
The reasons to sell a fund and how to judge performance
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…
- On The Money
How will the new ‘British ISA’ work in practice?
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…
- On The Money
How many funds to hold and what to consider when building a portfolio
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…
- On The Money
Bulls versus bears: reasons to be cheerful and fearful
Kyle Caldwell is joined by Andrew Bell, chief executive officer at Witan investment trust, to look at the big macroeconomic picture by highlighting tailwinds…
- On The Money
How to narrow down the huge amount of fund choice
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…
- On The Money
What you can learn from how ISA millionaires made their fortunes
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…
- On The Money
What I’ve learnt in 30 years as a fund manager
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…
- On The Money
This is what needs to happen for UK smaller company shares to bounce back
This week Kyle is joined by George Ensor, fund manager of the River & Mercantile UK Micro-Cap investment trust, to discuss potential catalysts to revive the…
- On The Money
Shares, funds and investment trusts for £10,000 income in 2024
Kyle is joined by interactive investor’s head of equity strategy Lee Wild to run through three hypothetical portfolios they hope will generate £10,000 of…
- On The Money
Does tech dominance make S&P 500 tougher to beat?
In this week’s episode, Kyle is joined by Gary Robinson, who manages Baillie Gifford American and Baillie Gifford US Growth Trust. The duo discuss whether the…
- On The Money
How private investors are topping the performance charts
Kyle is joined by Myron Jobson, a personal finance expert at interactive investor, to discuss our own performance index, which is a barometer of how private…
- On The Money
How to find winning stocks during a cost-of-living crisis
Over the past couple of years, high inflation and interest rate rises mean consumers have tightened their belts. This has proved a challenging backdrop for UK…
- On The Money
Why this emerging market pro prefers India to China
On this week’s show Kyle is joined by emerging market investor Carlos Hardenberg to discuss prospects for this investment area. Hardenberg, who manages Mobius…
- On The Money
Dates for your diary: the big changes to personal finances in 2024
Kyle is joined by interactive investor’s personal finance editor Craig Rickman to discuss the big personal finance changes taking place this year. Among the…
- On The Money
Where ii's CEO looks for investing inspiration
Richard Wilson is chief executive of abrdn Personal Wealth and interactive investor (ii). But it is in his capacity as an investor that we hear from him in…
- On The Money
This is On The Money
On The Money is the podcast that helps you steer your investments through the headlines. Every Thursday, we speak to a range of voices in the world of finance…
- On The Money
Eight key things for investors to watch in 2024
In our first episode of 2024. Kyle is joined by Richard Hunter, head of markets, to talk through the factors most likely to influence investors in the year…
- On The Money
How 2023’s investment predictions fared
In the last episode of 2023 before we return in the new year, Kyle Caldwell is joined by Richard Hunter, head of markets at interactive investor, to reflect on…
- On The Money
Top 10 most-popular funds and trusts: how they’ve changed in 2023
On this week's show Kyle is joined by Sam Benstead to delve into the most-popular funds and investment trusts among interactive investor customers in 2023. The…
- On The Money
How to buy a football club
In this bonus episode, Keith Harris - the man known in The City as 'Mr Football' - shares stories from his time as a senior corporate finance and takeover…
- On The Money
Four big investment trust themes to keep an eye on
Jonathan Davis, one of the UK’s leading investment writers and author of The Investment Trusts Handbook, joins Kyle this week to talk about four big themes…
- On The Money
Why 2023’s biggest stock market story has staying power
Arguably the main stock market story of 2023 has been the strong share price performances of the so-called ‘Magnificent Seven’ US technology companies. These…
- On The Money
The winners and losers from Autumn Statement 2023
In this bonus episode Kyle is joined by interactive investor’s personal finance editor Craig Rickman to discuss the winners and losers from the Autumn…
- On The Money
Investing in themes: the opportunities and pitfalls
Thematic investing offers you the chance to capitalise on the big future trends of the world. There are numerous themes, but the main ones include cloud…
- On The Money
Are these the UK growth companies of tomorrow?
It has been notoriously difficult to bridge the gap between private and public markets, meaning small UK growth companies have struggled to tap into the…
- On The Money
Why the storm will end for this specialist sector
In theory, the biotech sector has plenty going for it from an investment perspective, given that companies are aiming to develop drugs that are badly needed by…
- On The Money
How ISAs may be given a makeover
In this episode, Kyle is joined by Craig Rickman, interactive investor’s Personal Finance Editor, to look ahead to the Autumn Statement. As usual, in the weeks…
- On The Money
Five fund trends catching our eye
In this week’s episode Kyle is joined by Sam Benstead to discuss the biggest trends they’ve seen take place among the most-popular fund and investment trusts…
- On The Money
Why investment trusts are caught up in a storm
While there’s the risk of catching the proverbial falling knife, seeking out undervalued investments can potentially pay off over the long term. Investment…
- On The Money
Can unloved UK capital markets woo investors once again?
In this bonus episode, Richard Hunter and guest Neil Shah, of research and investor relations firm Edison Group, take a closer look at how Chancellor Jeremy…
- On The Money
When is it time to sell a fund, investment trust or share?
In this episode, we tackle a question asked by one of you: when should an underperforming investment be sold? To address this dilemma and offer some thoughts…
- On The Money
Is the UK stock market still worth investing in?
The UK stock market has been out of favour for a number of years now, with various headwinds deterring investors. The latest reason to shy away from the UK is…
- On The Money
When will this long-term winning trend return to form?
Since interest rates started to rise at the end of 2021, smaller companies have fallen out of favour. Kyle gets the thoughts of Peter Ewins, fund manager of…
- On The Money
50th episode special: tips and lessons from one of our listeners
To mark our 50th episode, Kyle is joined by one of our listeners, David Caney. He reflects on the lessons he has learnt over the years as a DIY Investor…
- On The Money
What the delayed recession means for investors
Has the 2023 recession forecast for the UK/US economy been avoided, or has the storm been delayed for 2024? This week, Kyle is joined by Sunil Krishnan, Head…
- On The Money
Is this popular way to invest still fit for purpose?
There are now question marks over a renowned investment strategy - the 60/40 portfolio. Historically the formula has worked well, but will it continue to be…
- On The Money
Overpaying the mortgage versus pension boost
This is a question that has been suggested frequently by you and we have brought in Alice Guy, ii’s Head of Pensions and Savings to take a deep dive into this…
- On The Money
How the fund industry could better serve DIY investors
This week, we hold the fund industry to account to look at how it can serve investors like you better. Kyle is joined by interactive investor's Sam Benstead to…
- On The Money
Four years on from starting to invest: what I’ve learnt along the way
Kyle is joined by beginner investor - and colleague - Nina Kelly this week, as she discusses her investment journey over the last four years. She talks about…
- On The Money
Cash vs investing: there’s only one winner over the long term
Interest rates have rocketed from just 0.1% to 5.25% over the past 18 months or so, which in turn has boosted the returns on savings rates. But while cash has…
- On The Money
How to find the real investment trust bargains
This episode is inspired by you asking us to take a closer look at investment trust discounts. Kyle is joined by James Carthew, co-founder and head of…
- On The Money
Hunting for the best value opportunities among ‘cheap’ UK shares
Despite plenty of bargain opportunities, the perpetual lack of love among investors for the UK equity market is perplexing the pros. One of them is Neil Shah…
- On The Money
Why this region is in a sweet spot of performance
Fund investors have shied away from Europe over the past couple of years. But now is a good time to re-examine exposure to the region – valuations are cheap…
- On The Money
What you need to know about pension fund reforms
Following last week's unveiling of a Government deal with some of the biggest investment firms - which could mean that 5% of pension fund investments go into…
- On The Money
Why ‘get rich slow’ dividend investing is back in fashion
Amid a backdrop of low inflation and low interest rates, investors flocked to funds and investment trusts focusing on growth shares. But now the macroeconomic…
- On The Money
Why bonds are back and how you can invest in them
Kyle welcomes bonds specialist Sam Benstead back to the pod this week to explain why you should be paying closer attention to bonds, including what to look out…
- On The Money
The key trends impacting your investments so far in 2023
Amid six months of market turbulence and global unrest, Kyle is joined by interactive investor's head of markets Richard Hunter to revisit the themes they…
- On The Money
Why these investment trust discounts are too cheap to ignore
Despite more than 18 months of widening discounts across the private equity investment trust sector, some investors remain sceptical that the valuations for…
- On The Money
How to separate fund manager luck from skill
Are fund managers actually skilled investors, or is it all down to luck? This week, Kyle is joined by Simon Evan-Cook, of Downing Fund Managers, whose day job…
- On The Money
Why you may already be profiting from AI
The impact of artificial intelligence (AI) is already being felt in multiple industries - but what does it mean for you and your money? Kyle welcomes…
- On The Money
Why there’s plenty of life in these dinosaur stocks
For a number of years, disruptive growth stocks looking to shake up the status quo were the place to be. But with interest rates on the rise there could be a…
- On The Money
The investment boom you could profit from
Plenty of column inches have been written about the start of a potential new commodities 'supercycle', where demand outweighs supply for a sustained period…