Alex Wright, manager of Fidelity Special Values investment trust, says the disruptions in supply chains that investors have been worrying about if a hard Brexit comes to pass are not that dissimilar to those we've seen because of COVID. “A lot of UK companies have done reasonably well dealing with the logistics of the pandemic because they had that...
While some of us have resorted to downloading the Calm Office app to simulate noises from the office, Kevin Murphy, co-manager of Schroder Income fund, is already back at his desk, and talking to the Investing on the Go podcast team about how soon UK companies could reinstate dividends, where he’s finding opportunities overseas, why he invested in...
With 60% of the LF Blue Whale Growth fund currently invested in technology companies, you’d expect some familiar names to be in the top ten holdings. But manager Stephen Yiu won’t touch the likes of Zoom, Uber, Netflix or Apple. Instead he prefers companies like Adobe and Autodesk. In this podcast, Stephen looks back at the highs and lows during...
With emerging market equities experiencing outflows every single week of 2020, Ian Simmons, manager of Magna Emerging Markets Dividend fund, explains why investors have been shunning the asset class but have missed out on relatively good performance. He also talks about how the outlook for dividends is better than in the UK, and tells us about...
Rosemary Banyard, manager of newly-launched VT Downing Unique Opportunities fund, tells us about launching a fund in the midst of a crisis and why she likes companies that have no debt at all. She also talks to us about Games Workshop and why addictive hobbies can result in good dividends, and explains why Estonia is the poster-child of government...
Ben Wallace, co-manager of Janus Henderson UK Absolute Return fund, tells us how ditching aerospace, travel and leisure companies just prior to the global pandemic protected the fund when stock markets fell. He tells us where he found the most exciting opportunities, but wished he had acted faster, and explains the attractions of housebuilding...
The price of gold rose above $2,000 an ounce for the first time ever this month. In this podcast, Ned Naylor-Leyland, manager of Merian Gold & Silver fund, explains why investors have been attracted to gold and gives his view on how high the price of bullion could rise. He also tells us why income investors are looking for dividends from gold...
Stuart Springham, deputy manager of TM home investor, talks to us about a new income share class for the fund and a potential 2.4% yield. He tells us about pent-up demand in the housing market resulting in increased asking prices, how the new desire for gardens and offices may not result in a permanent change, how the stamp duty holiday may help...
Simon Moon, manager of the Unicorn UK Smaller Companies fund, says the recent sell-off has once again demonstrated the ability of burgeoning UK businesses to be both nimble and resilient amid uncertainty. He also explains why the boom in computer gaming is here to stay post-lockdown and why the legacy of the Industrial Revolution is alive and well...
Public sector pay rises, a higher oil price and government asset purchases all point to future price inflation, according to Rob Burdett, co-manager of BMO MM Navigator Distribution. He explains why inflationary signs are positive for value funds, describes how the “Mexican wave of global shutdowns” made diversification “null and void”, and tells...
Martin Flood, co-manager of Lazard US Equity Concentrated, tells us how you can make money from the fact that American’s don’t throw things away. He also tells us why he thinks McDonald’s is such a great business, why dollar stores are the ‘anti-e-commerce’ play and describes how Motorola has moved from flip-top phones to police and fire brigades’...
Richard Sennitt, manager of Schroder Asian Income fund, tells us how Asian dividends are holding up, gives his thoughts on the US election and how anti-China sentiment might impact wider Asia, discusses the big battleground that is 5G, and explains why the fund is overweight technology hardware firms and real estate companies.
In some good news for income investors, Will Argent, investment advisor for the VT Gravis UK Infrastructure Income fund, tells us that dividends in the sector are holding up very well. He also tells us how infrastructure investment will play an important role in the post-crisis economic recovery, discusses the possible ‘cash for clunkers’...
While many investors will think of emerging markets as a source of growth for our investments, there are also plenty of income opportunities. Edmund Harriss, co-manager of Guinness Emerging Markets Equity Income fund, talks us through these opportunities, tells us why emerging market dividends are facing fewer regulatory constraints, and discusses...
Steven Andrew tells us how he uses behavioural finance when choosing investments for the M&G Episode Income fund. He explains why human emotion can impact stock markets, talks about differentiating between ‘tech and the old stuff’ in recent months and gives details about the emerging market sovereign bonds, US banks and Japanese firms that are...