Hrkn to .. The Financial Outlook for Personal Investors

Russ Mould, Investment Director of A J Bell, states the case for us heading into a period of inflation, deflation and stagflation. But which will it be? Cautioning that while it might be too early to tell for sure, investors should not expect more of what we've had for the past decade or so, Russ gives some guides to indicators investors should keep an eye on. He also reminds investors that it is...

Laith Khalaf, Head of Investment Analysis at A J Bell, discusses the recent sharp rise in gilt yields, explaining why it's happening (rising oil and gas prices and a fear of inflation) and why it is important for everyone, not just those with an interest in fixed interest securities. He also looks at the recent results from Tesco, which pleasantly surprised the market, and explains what the retail...

Russ Mould, Investment Director of A J Bell, looks at the oil and gas crisis, which is affecting many countries, not just the UK. Central bankers are now showing belated signs of being concerned about inflation and possibly even stagflation. With shortages of microchips, fuel, CO2 and even Christmas turkeys, Russ offers advice to investors who may never have experienced a time of stagflation, last...

Laith Khalaf, Head of Investment Analysis at A J Bell, looks at the problems of Chinese property company Evergrande and considers what the financial ramifications are likely to be. With the Federal Reserve hinting that it might begin cutting its pandemic stimulus as early as November, he looks at the popularity of the UK government's first green gilt, which could have been sold ten times over, and...

Russ Mould, Investment Director of A J Bell, and a history buff, considers similarities between today's financial environment and the closing of the gold window by President Nixon in 1971, since when the dollar has lost 85% of its purchasing power. He explains why it might make sense to buy toys early for Christmas and why investors might want to pay attention to the level of margin debt in the Un...

Russ Mould, Investment Director of A J Bell, looks at the ECB announcement which includes a slowing down of the rate at which it purchases bonds. Although the Fed is pressing on regardless, there are many instances of other central banks tapping the brake pedal gently. Explaining the confiscatory nature of inflation, he says that investors who disagree with the BoE and Fed that inflation is transi...

Lord John Lee has become a champion for people investing in the stock market over recent years: he's written three books on investing, he's a patron of ShareSoc, the society for individual shareholders in the United Kingdom, and he's now challenging Government, broadcasters and regulators to encourage a much higher profile for investing in shares on TV and radio. Gavin Oldham meets with John to di...

Laith Khalaf, head of investment analysis at A J Bell, looks at the rumours of a bid for Sainsbury's. In the light of the bidding for rival supermarket chain Morrison's, he asks whether private investors should rethink their attitude towards the sector. He also looks at a new service from Paypal allowing UK consumers to trade and hold cryptocurrencies. With a potential (not yet offered in Britain)...

Russ Mould, Investment Director of A J Bell, looks at the bid for Morrison's, explaining why it is attractive and pointing out how cheap the lacklustre UK market now looks for overseas investors. Although the FTSE 100 Share Index has been mostly immune, that's not the case with the 250. Is the UK now open for foreign takeovers and why are a growing number of companies shying away from listing on t...

Laith Khalaf, head of investment analysis at A J Bell, explains why the Bank of England is not about to raise interest rates, despite its forecasts of inflation way about the 2% target. He warns that investors should make sure, however, that they are prepared for higher interest rates. And, in the light of the Prime Minister and Chancellor calling for the institutions to invest in long-term UK pro...

Russ Mould of A J Bell considers the results season, embracing companies that helped us get through Covid but are fading now and those companies that suffered and which are now speeding ahead. One almost universal constant, though, is the complaint about higher input costs and staff shortages. Whatever central bankers say, inflation is already here and have a big effect. Which companies are going...

Laith Khalaf of A J Bell looks at some of the reasons the Bank of England might be right not to concern itself unduly with inflation, with the effects of the oil price and rising wages set to work their way out of the system before long. However, with the call on inflation being so hard to make for certain, he suggests that investors should ensure their portfolios aren't unduly skewed towards a lo...

Ahead of the banks' results, Russ Mould, Investment Director of A J Bell asks if the markets are saying something is not quite right in the sector. With all banks trading below book value, are they screamingly cheap or is it the case that the underlying valuations will prove to be highly inaccurate. Investors' attitudes may depend on whether they are optimistic for the economy as a whole or fear t...

Have you seen what's happening to second-hand car prices? Tim Price, director of Price Value Partners, is convinced that inflation is returning and feels he has the most compelling investment opportunity of his entire life. He argues that investors should be inflation-proofing their portfolios and he discusses types of shares, sectors and countries that should fare better than others. He suggests...

For Tim Price, director of Price Value Partners, the only story in town at the moment is inflation. He places little trust in the view of central bankers that the inflation now being seen will be temporary. With the massive rise of government, corporate and consumer debt in so many countries, he considers the situation extremely dangerous and likely to worsen quickly. Although painting a pessimist...

Russ Mould looks at the performance of the UK market in the 5 years since the EU referendum vote, finding its performance poor against all major markets. He feels, however, that might be about to change with aggregate profit estimates being significantly increased in the past three months alone. He is particularly optimistic if growth and inflation surprise on the upside.. Visit www.shareradio.co....

Russ Mould looks at the rather limited policy options facing the US Federal Reserve and, for similar reasons, the Bank of England. With federal debt mushrooming in 40 years from $1 trilion to $28 trillion and inflation showing signs of returning, what are the Fed's options? Are they right to consider the spike in inflation temporary? What if they are wrong and we return to an inflationary environm...

Russ Mould, wonders if new floats can help investors determine when the market might turn. He quotes John Brooks writing, "If one fact is glaringly obvious in stock market history, it is that a new issues craze is the last stage of a dangerous boom". Although a few offers ought to warn investors that if it's such a brilliant idea, why are the original investors selling, he does not feel that the U...

Why invest? Glen Goodman, with the assistance of Annie Weston, explains why investing makes sense and talks you through the merits of the stock market, in this tenth episode of Share Radio's 'Managing My Money' course. What's the difference between saving and investment? It's all in the risk. They discuss shares, bonds and funds, and which perform best over the long term. Visit https://www.sharera...