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Sifting through the current market morass, Chris Bailey from Financial Orbit, says there are some great opportunities out there, but they are individual stock stories rather than sector based. Chris talks about a wide range of subjects and says this earnings season is a good way to look around at those doing well and those finding the going tough.  Any opinion, news, research, analysis, or other i...

With the cost of living squeeze becoming worse by the day and the Bank of England raising rates, Russell Pointon, director of consumer at Edison Group, tells IGTV’s Jeremy Naylor that the consumer is facing the ‘perfect economic storm’. Highlighting the findings in the Edison report there are few areas where there is any protection.    The report is free for download  here .    Any opinion, news,...

With inflation at elevated levels, Gervais Williams, head of equities at Premier Miton, tells IGTV that this alone changes everything for the investment outlook. This, combined with central bank activity in restricting monetary policy, means investors need to be on the alert to change their behaviour. When the recovery comes, Williams says small cap stocks may well be the ones to watch. Any opinio...

Despite ferocious economic headwinds, Guy Harrington, CEO at challenger lender Glenhawk, says that he sees UK house prices holding up. While he concedes the political landscape is difficult to determine, with inflation expected to hit 11% later in the year, this will naturally deliver some respite around affordability.    Any opinion, news, research, analysis, or other information does not constit...

With French legislative elections concluding with no firm direction, President Emmanuel Macron will have a tough job negotiating to fulfil his second term ambitions. IGTV’s Jeremy Naylor discusses this with Eric Albert, from Le Monde. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.    Follow us on  Twitter ,  Instagram  and  YouTube

IGTV’s Daniela Sabin Hathorn is joined by Aaron Fischer, CEO of Fischer gaming, a boutique consulting firm specialising in the global gaming industry which has launched the Fischer Sports Betting & iGaming UCITS ETF (BETS) in partnership with HANEtf. Aaron tells Daniela that the recent regulatory change in the US has created huge potential for growth in the online gaming and sports betting mar...

While six years have elapsed since the Brexit vote, the point at which all things changed was 31 January 2020, right in the middle of Covid, so it is difficult to gauge the full effect.  IGTV’s Jeremy Naylor caught up with Simon French, managing director and chief economist at Panmure Gordon. French says, under his calculations, UK GDP is three percentage points smaller than it would otherwise hav...

In this episode of IG’s Trading the Markets podcast, Daniela Sabin Hathorn is joined by Rick Bensignor to talk about recessions. The conversation is centred around how to navigate a recession in the market and also how inflation and central bank policies will have a big impact on the characteristics of a possible recessionary period to come. Rick warns that investors shouldn’t get too caught up ab...

Working out whether history is a good indicator of future performance is tricky. When it comes to the property market, Nick Staton, founder and senior partner of estate agency Statons.com says he feels the current environment is different from the lead up to past market pressures. Here the discussion focuses on how the top end of the market is performing, who’s buying, who’s selling and how the ma...

The far-reaching effects of inflation will be with us for some time to come, fuelled by the sanctions against Russia. IGTV’s Jeremy Naylor caught up with Marc Ostwald from ADMISI who discussed the effects of what is happening in the breakdown of the already fragile relationship between the western world and Russia and, now more recently, between the EU and Russia.   Any opinion, news, research, an...

Governments, corporates, and individuals alike are subject to cybersecurity risks on a daily basis, but what is the commercial world doing to combat the growing threat? IGTV’s Jeremy Naylor caught up with Steve Bassi, a former hacker and now director of London-listed cybersecurity company Cyba Plc, that is expanding in the utility space to help cover the threat to electrical supplies. The discussi...

After two years of rapid growth brought on by a drive towards digital transformation, the technology sector is facing a rapidly changing environment, brought on by higher cost pressures and labour shortages, which have seen growth in the industry slow in recent months. Daniela Sabin Hathorn is joined by Anthony Ginsberg, manager of the HAN-GINS tech megatrends ETF, as they discuss the key challeng...

Markets are becoming more and more concerned about the immediate threat of stagflation: a combination of stagnant growth and high inflation.    Central banks around the world are struggling to combat these conflicting forces and the stock market is suffering the consequences. IGTV’s Daniela Sabin Hathorn is joined by Justin McQueen from DailyFX.com as they discuss how to detect a stagflation perio...

In this edition of IG’s trading the markets podcast, Daniela Sabin Hathorn is joined by Kevin Carter, founder and Chief Investment Officer of The Emerging Markets Internet & Ecommerce ETF. Kevin gives some compelling arguments as to why the tech sector in emerging markets is so appealing to investors who are starting to venture outside of the traditional tech companies in developed economies,...

With Emmanuel Macron having achieved his ambition of re-election it’s now all down to the parliamentary elections. IGTV’s Jeremy Naylor caught up with Eric Albert, the City correspondent at Le Monde, to discuss whether Macron will secure enough votes to push through his reforms. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.    Follow...

While markets are pricing in a victory for Emmanuel Macron over National Rally party leader, Marine Le Pen, in the presidential elections in France this weekend, the real interest will come in June.    The legislature elections will be where Macron will hope to find support for his push to raise the retirement age, combat inflation and deal with climate change.    IGTV’s Jeremy Naylor caught up wi...

As the US two-year/10-year yield curve inverted briefly at the end of last month, many economists are pointing to the warning signal this offers about a possible recession.   IGTV’s Daniela Sabin Hathorn is joined by Paul Sedgwick from Frank Investments to discuss what this phenomenon means and what other recession signals to watch out for in the market.    Paul also goes on to explain how to prot...

With major tech companies like Facebook making a substantial investment in the metaverse, IGTV’s Daniela Sabin Hathorn chats to Bradley Duke about how this concept is quickly becoming the future of the internet. Bradley is the founder and co-CEO of ETC Group, which in partnership with HANetf has launched Europe's first UCITS Metaverse ETF. He deep-dives into augmented reality and the metaverse, as...

In this week’s episode Daniela Sabin Hathorn is joined by Brendan Ahern and Xiaolin Chen from Kraneshares to talk about the recent volatility in the Chinese tech industry. Brendan goes over the market fears about current regulation for Chinese tech companies which could lead to the de-listing of US listed Chinese ADRs in 2024, as well as possible sanctions in the near future. Xiaolin then explains...

With analysts split on the real impact of the budget statement from Rishi Sunak, Chancellor of the Exchequer, IGTV’s Jeremy Naylor caught up with Justin McQueen from DailyFX. The idea is that there are so many external factors affecting the markets: inflation, debt, rates and heightened geopolitics among others, that it is difficult to dig out and direct market reaction to the statement itself. Th...

Using long-term cycle analysis, history suggests that the current market retracement is part of the big picture for the lifecycle of the bull market.   IGTV’s Jeremy Naylor caught up with Akhil Patel from PropertyShareMarketEconomics.com to discuss this. Notwithstanding the root cause of the pullback, Patel was already on record with IGTV that the prediction of a drawback in the equity markets was...

In this episode, we look at the reasons an investor may consider selling in the face of the big unknown with the war in Ukraine. IGTV’s Jeremy Naylor discusses this with Chris Boxall from Fundamental Asset Management. If you stay fully invested the discussion turns to some of the stocks that have been beaten up to the point of being attractive again.      Any opinion, news, research, analysis, or...

With recent market events we are seeing money move into areas of the markets that are perceived as safer. These defensive plays are often described as value stocks.    IGTV’s Jeremy Naylor caught up with Sean Markowicz, Schroders global strategist, to look at this area of investing. Why is it happening now, and how long could the move last?   Any opinion, news, research, analysis, or other informa...

Has Rio Tinto (RIO) decided to lay out the biggest UK corporate dividend in history because it is trying to appease investors? Is the policy to calm those up in arms about the company’s destruction of what we’re told was an important Aboriginal historical site and to avert a crisis over recent reports of staff disquiet over sexual and racial harassment?    IGTV’s Jeremy Naylor caught up with minin...

As global passenger numbers continue to pick up, Frank Holmes, CEO of U.S. Global Investors, says the global airline industry faces a strong upside in the next 12 months as the bottom took place last year when the vaccines were rolled out, with pent up demand likely to unfold this summer.    He also says that the surge of ancillary fees are likely to drive growth in the industry, as well as busine...