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
Your questions answered #3
As ever, the answers given in our question time episodes are not personal recommendations to buy or sell any financial instrument or product, or to adopt any…
- On The Money
Are you investing in the most-popular funds and trusts?
Want to find out what other people are investing in? In this episode, Kyle is joined by Sam Benstead to look at the funds and investment trusts among the most…
- On The Money
What I wish I knew when I bought my first fund
Damien Fahy is a consumer champion, podcast host and founder of MoneytotheMasses. As a keen DIY investor, he joins Kyle this week to pick apart each other's…
- On The Money
Investigating Wirecard and other financial scandals
As Investigations Editor of the Financial Times, one of Paul Murphy's most notable successes was his involvement in exposing the Wirecard scandal, which…
- On The Money
Is interest rate pain over for tech shares?
Mike Seidenberg, fund manager of the Allianz Technology Trust, joins Kyle this week to find out whether tech's strong start to 2023 is a sign of better times…
- On The Money
Scottish Mortgage: should you hold, fold or be bold?
We're dedicating this week's episode to Scottish Mortgage – the popular FTSE 100-listed investment trust that has seen its performance come off the boil over…
- On The Money
UK income vs global income: which is best for your portfolio?
Investors looking for income opportunities have increasingly ventured overseas rather than sticking closer to home. But are they right to go global or should…
- On The Money
Early bird ISA investor ideas (including where the pros find value)
April 6 marks the start of a new tax year and a fresh £20,000 ISA allowance. Kyle is joined by Sam Benstead to look at the best-performing investment trusts…
- On The Money
Banking turmoil explained: why we're in a mini crisis and not another global crash
Amid a fortnight of turmoil for the banking sector, Nick Brind, fund manager of the Polar Capital Global Financials investment trust, explains why multiple…
- On The Money
Pension stealth tax axed... but here’s how fiscal drag is hitting your pocket
Chancellor Jeremy Hunt raised hopes for investors last week by scrapping the Lifetime Allowance. But for millions, life is a drag... a fiscal drag. A week on…
- On The Money
Bonus episode: Nick Train on why UK should remain in your portfolio
One of the UK's star fund managers, Nick Train, speaks to us in this special bonus episode. As the co-founder of Lindsell Train Limited and manager for its UK…
- On The Money
How to avoid painful investing pitfalls
Can you invest without emotion? Mick Dillon, of Brown Advisory, is one of the few fund managers to use behavioural finance biases as an integral part of his…
- On The Money
The tips and tricks you can learn from ISA millionaires
Kyle welcomes Sam Benstead to the pod to find out how the 852 ISA millionaires on the interactive investor platform invest their money, including their top…
- On The Money
The hidden costs of the single life
What does living alone mean for your money? Census data published last year showed more and more of us are in this position, with solo living in the UK…
- On The Money
Your questions answered #2
Should I overpay my mortgage or pension? Are ISAs or SIPPs the best tax-efficient wrapper? Is buying backdated state pension contributions a good deal? How do…
- On The Money
The case for passive investing: is it right for you?
Authors Robin Powell and Jonathan Hollow believe most investors would be better off simply buying passive funds. Nina Kelly speaks to them about their latest…
- On The Money
Three ways to generate £10,000 income this year
As tax year end approaches, Kyle and interactive investor's Lee Wild share three portfolios they hope will generate £10,000 income this year. Kyle's funds…
- On The Money
How to protect your investments against inflation
Dividend investing can be a useful strategy to help protect your portfolio against inflation. Kyle welcomes Sam Benstead back to the pod to help find out why…
- On The Money
Why investing in big tech could be a big mistake
Star fund manager Terry Smith (Fundsmith Equity) has been topping up on tech shares lately, taking advantage of falling prices at the likes of Apple, Alphabet…
- On The Money
Investment trust tips and tactics
Jonathan Davis, one of the UK’s leading investment writers and author of The Investment Trusts Handbook, joins Kyle this week to talk discount opportunities…
- On The Money
The investment trends to watch in 2023
Will tech shares bounce back? Can mid and small-caps recover amid recession? Will China's stock market have a better year? In the first episode of the new…
- On The Money
The biggest investing lessons of 2022
Becky and Kyle pick through the debris of an extraordinary year, where so-called 'safe' bond funds fell sharply, technology shares fell out of favour, and…
- On The Money
Breaking the silence on inheritance
It's not always the easiest subject to talk about but it could be one of the most important conversations you have. This week, Shona Lowe, financial planning…
- On The Money
How to steer your investments through a recession
As recession looms, Becky and Kyle are joined by Ian Lance, co-manager of the Temple Bar investment trust, to find out whether it really is all doom and gloom…
- On The Money
Mistakes to avoid when investing for children
Would we sooner see grandparents investing in a Junior ISA for our kids than adding to the pile of toys this Christmas? Join Becky, Kyle and personal finance…
- On The Money
How to get the most out of Jeremy Hunt’s tax raid on investors
A week on from the Chancellor's Autumn Statement, Becky and Kyle assess what Jeremy Hunt's tax raid means for DIY investors, including the reduction in tax…
- On The Money
Tips and tactics to help you build a portfolio
Becky and Kyle explore the key questions you should ask on the road to building a portfolio, while funds and trusts expert Sam Benstead drops in ahead of the…
- On The Money
Your questions answered
How many funds should I invest in? Are bonds the key to a guaranteed income in retirement? Does compounding work for growth-style funds and trusts that don't…
- On The Money
Will new fund rules prevent you from investing in ‘sin’ stocks?
Are the days of investing in so-called ‘sin stocks’ numbered? Becky and Kyle discuss whether the Financial Conduct Authority's plans to introduce sustainable…
- On The Money
Why investors are deserting funds but should not panic-sell
Investors have been piling out of funds, with more than £14 billion withdrawn year-to-date (to the end of August). Becky and Kyle explain the reasons why…
- On The Money
How you can steer through the pension crisis
It's rarely a good thing when pensions are on the front pages. But is there really cause to panic? Becky and Kyle assess the fallout from the past fortnight…
- On The Money
Learn from the biggest investment mistakes
We’ve all made them… and many of us probably still are doing. From underestimating risk and pension panics to Junior ISAs and buying funds, Becky and Kyle look…
- On The Money
How do rising interest rates affect your investments?
Interest rate rises aren't going away any time soon. In the first episode of On The Money, Becky O'Connor and Kyle Caldwell tackle what it all means for your…
On The MoneyFunds Fan: 10 fund buying tips, and why I left Baillie Gifford
In a special, final Funds Fan podcast, Kyle Caldwell and Sam Benstead discuss their top 10 tips for investing in funds. These include the active versus passive…
On The MoneyFunds Fan: why fund size matters, and Fundsmith challenger interview
Kyle Caldwell and Sam Benstead discuss the latest fund and investment trust news; including recent research from Morningstar that debunked the widely held view…
On The MoneyThe Richard Hunter Interview: balancing risk and return in an exciting growth space
I'm joined this week by Tim Levene, chief executive of Augmentum Fintech, which previously invested in interactive investor. We talk about the exciting world…
On The MoneyFunds Fan: investment trust bargains, and top US investor interview
Kyle Caldwell and Sam Benstead discuss the latest fund and investment trust news; including Terry Smith’s portfolio activity, investment trust discount…
On The MoneyThe Richard Hunter Interview: why the value rally will continue
I'm joined this week by Ian Lance, co-manager of the Temple Bar investment trust. A lot has happened, to say the least, since we last spoke in March 2021. Ian…
On The MoneyFunds Fan: Scottish Mortgage, bonds are back and China’s a buy
Kyle Caldwell and Sam Benstead run through the funds and investment trusts that investors have been buying to take advantage of stock markets returning to form…
On The MoneyThe Richard Hunter Interview: how to stay insulated from rising interest rates
Richard Shepherd-Cross is my guest on the pod this week. As investment manager of Custodian REIT (or real estate investment trust), Richard explains the…
On The MoneyFunds Fan: winners and losers so far in 2022, and why small-caps outperform
Kyle Caldwell and Sam Benstead run through how funds and investment trusts have fared in the first half of 2022 – including highlighting why funds have held up…
On The MoneyThe Richard Hunter Interview: bargain-hunting in the post-pandemic ‘wild’
Richard is joined by Matthew Tillett, lead portfolio manager for the Brunner investment trust to talk substance over style, bargain-hunting in the…
On The MoneyFunds Fan: Scottish Mortgage's private portfolio, commodities and why bonds are back
Sam Benstead and Richard Hunter discuss the biggest news item in the world of fund investing, including the outlook for company earnings as firms report their…
On The MoneyThe Richard Hunter Interview: can you trust in trusts?
Jonathan Davis is the author of the Investment Trusts Handbook, the editorially independent annual described as "the definitive guide to the sector". He joins…
On The MoneyFunds Fan: meet the investor betting on a 1970s-style economic collapse
Kyle Caldwell and Sam Benstead explain why professional investors are extremely bearish at the moment, and point out that the world’s largest fund manager is…
On The MoneyThe Richard Hunter Interview: how to make a profit without investing in FAANG stocks
Zehrid Osmani is Richard's guest this week. The manager of the Martin Currie Global Portfolio Trust talks making money without exposure to traditional FAANG…
On The MoneyFunds Fan: dividend demand, bear market tips, and Mobius interview
Kyle Caldwell and Sam Benstead explain why dividend investing has come back into fashion, running through the income fund sector that is in high demand. The…
On The MoneyAlastair Humphreys: Adventurer on becoming a money geek and ‘living like a king’ on £100 a month
In the final episode of series two, Gabby meets adventurer and author Alastair Humphreys. A National Geographic Adventurer of the Year, Alastair’s many outdoor…
On The MoneyThe Richard Hunter Interview: investing in tech stocks and comparisons to the dot-com bubble
This week, Richard meets Ben Rogoff, Director (Technology) at Polar Capital. Ben discusses next-gen stocks and whether the current climate is comparable to the…
On The MoneyFunds Fan: star fund manager bargain buys, and Smithson interview
In the latest episode, Kyle Caldwell and Sam Benstead detail how Terry Smith, Nick Train, and the managers of Scottish Mortgage have been playing the stock…
On The MoneyDame Jayne-Anne Gadhia: Former Virgin Money boss on Branson, banks and top investing tips
Dame Jayne-Anne Gadhia is widely regarded as one of Britain’s most successful bankers but, as she tells Gabby, didn’t always plan a career in finance…
On The MoneyAndy Burnham: Mayor of Manchester on financial education in school and turbulence in the Treasury
Mayor of Greater Manchester Andy Burnham is Gabby’s guest on the pod this week. Andy became the Member of Parliament for Leigh in 2001 and served as both…
On The MoneyThe Richard Hunter Interview: market makers and their role in investing
Richard is joined by Stuart Rutherford, head of retail execution services at Liberum, to talk market makers: what they are, why they are important and how they…
On The MoneyFunds Fan: the Scottish Mortgage interview
In the latest episode, as usual Kyle Caldwell and Sam Benstead cast their eyes over a couple of fund and investment trust news stories; including explaining…
On The MoneySarah Willingham: Former Dragon on investing and letting her kids control the holiday budget
Sarah Willingham originally planned a career in finance before making her fortune in food. Growing up in Stoke, the entrepreneur and former Dragon on the BBC's…
On The MoneyBlack Girl Finance author: from debt to ‘finfluencer’
Selina Flavius went from dealing with thousands of pounds of debt to launching her own financial coaching company Black Girl Finance in April 2019, closely…
On The MoneyGreg Jackson: Octopus Energy founder on being cut off and tackling the energy crisis
Greg Jackson is the founder and chief executive of Octopus Energy, one of the UK's fastest-growing energy companies. Before building Octopus, which is now…
On The MoneyThe Richard Hunter Interview: bargains are big in Japan
This week, Richard meets Joe Bauernfreund, manager of the AVI Global Trust and AVI Japan Opportunity Trust at Asset Value Investors. Joe explains why Japan is…
On The MoneyAlastair Campbell: Political strategist on his financial fears and life inside Downing Street
Series 2 kicks off with Gabby Logan speaking to author, political strategist and podcaster Alastair Campbell. Having started out as a journalist, Alastair is…
On The MoneyFunds Fan: recession tips, funds vs trusts, and Japan fund interview
In the latest episode, Kyle Caldwell and Sam Benstead run through key takeaways for fund and trust investors from the first quarter of 2022. Among the subjects…