On The Money

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 interactive investor's Sam Benstead back to the pod to find out who's already benefitting from the next digital revolution, the companies leading the charge, and whether your portfolio is already exposed to it. Plus, they ask ChatGPT to pick some sto...

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 new set of winners – the old-guard companies that had been written off. This week's guest is Ben Lofthouse, fund manager of Henderson International Income Trust, who calls these companies ‘dinosaur stocks’ and thinks are primed for a return t...

Plenty of column inches have been written about the start of a potential new commodities 'supercycle', where demand outweighs supply for a sustained period. Evy Hambro is global head of thematic and sector-based investing for BlackRock and manages various funds and trusts, including BlackRock World Mining Trust. He joins Kyle to explain what is driving this supercycle and why it could be one to wa...

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 investment strategy. Should I invest a large lump sum, or split it up and invest it across the tax year? Is it sensible to switch to an income fund share class to provide retirement income? How risky is it to consolidate my investments? Kyle...

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 popular with UK investors - and pick out some potential alternatives. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news . Kyle Caldwell is Collectives Edito...

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 investing journeys, hopefully giving you some ideas for your own - and showing you what to avoid. Visit MoneytotheMasses . On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/sto...

As Investigations Editor of the Financial Times, one of Paul Murphy's most notable successes was his involvement in exposing the Wirecard scandal, which subsequently became the subject of a Netflix documentary . But amid recent market turmoil, he is expecting his team to be kept busy over the coming months and years. Paul sat down with Richard Hunter on the interactive investor YouTube channel to...

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 to come for the sector. With tech negatively impacted by increases in interest rates, Mike explains how he's adapted, the tech trends he is backing for the long term, and his thoughts on artificial intelligence - namely Microsoft's ChatGPT. C...

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 the past 18 months or so. Kyle is joined by Sam Benstead to look at what’s been happening, including the evolution of the portfolio, your main concerns as investors and where Scottish Mortgage goes from here. Both Kyle and Sam invest in Scott...

Investors looking for income opportunities have increasingly ventured overseas rather than sticking closer to home. But are they right to go global or should they be backing the UK market? Kyle finds out from a fund manager who runs both a UK equity income and a global equity fund, Ben Peters of Evenlode Investment.  On The Money is an interactive investor (ii) podcast. For more investment news an...

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 since ISAs were introduced in 1999, the funds that professional multi-asset investors have been buying, the standout fund sector for value investors, and investment trust bargain ideas. Sam's article: Around the world in eight funds and trusts...

Amid a fortnight of turmoil for the banking sector, Nick Brind, fund manager of the Polar Capital Global Financials investment trust, explains why multiple institutions collapsed across the US and Europe and what else you can expect from the fallout. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news . Kyle Caldwel...

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 from the Spring Statement, Kyle explains how one stealth tax had already been replaced with another. Alice Guy is in the studio to do the sums, explain what a fiscal drag is and help you navigate it. On The Money is an interactive investor (i...

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 equity portfolios - including the Finsbury Growth and Income Trust - Nick's approach is based on Warren Buffett’s, involving building a concentrated portfolio of 'quality' companies that have strong brands and/or powerful market franchises....

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 investment process. In this episode, he joins Kyle to focus on two in particular that cause us to make irrational investment decisions: inertia, which causes investors to place a higher value on something they own so are reluctant to sell; and...

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 holdings. Hopefully, you will be able to get some ideas for your own portfolio but please remember that these aren’t personal recommendations. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https...

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 increasing by 8.3% over the past decade. Shona Lowe, financial planning expert at abrdn, helps make sense of it all and offers some practical pointers, while Nina Kelly shares some of her own experiences and tips. On The Money is an interactive inv...

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 I decide whether to sell, hold or buy more of an underperforming fund? Kyle is joined by Alice Guy, personal finance editor at interactive investor, to help tackle your questions. As ever, our answers are not personal recommendations to buy...

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 book, How To Fund The Life You Want, to find out why. Join the conversation by emailing us at OTM@ii.co.uk . Ask a question, tell us what you want us to talk about, or simply share your views. How To Fund The Life You Want is available via Bl...

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 portfolio Lee's shares portfolio Kyle's trusts portfolio Tell us your thoughts on the portfolios and join the conversation by emailing us at OTM@ii.co.uk . Ask a question, tell us what you want us to talk about, or simply share your views. On Th...

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, and take a look at what this year could have in store for dividends. Plus they pick out some fund and investment trust options for investors looking for income – including the funds interactive investor customers have been buying. Join the c...

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 and Amazon. But others, like Felix Wintle who runs the VT Tyndall North American Fund, believe the era of big tech dominance is over. He joins Kyle to explain why. Plus interactive investor's Sam Benstead looks at what the big deal is with b...

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, wealth preservation strategies and Scottish Mortgage. Plus they look at how the investment trust industry could change over the next decade. Join the conversation by emailing us at OTM@ii.co.uk . Ask a question, tell us what you want us to ta...

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 year, Kyle is joined by City stalwart and interactive investor's head of markets Richard Hunter to discuss the themes that could impact your investments in 2023. Join the conversation by emailing us at OTM@ii.co.uk . Ask a question, tell us what...

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 investor outflows hit £25 billion. What lessons can investors take into 2023 with them? This is the final episode of 2022. Have a merry Christmas, if you're celebrating, and a happy new year. Thank you for supporting us and see you in January. J...