In the market for more

With more and more properties selling off-market, that is before they hit the estate agents' windows or Rightmove, are the days numbered for the traditional estate agent? Not necessarily, according to Mark Wells, CEO and founder of Invisible Homes. He tells IG that the business model is working well for estate agents in providing a closed market of pre-selected who are keen to find out about prope...

The year 2021 was one of severe weather conditions, stockpiling and supply chain disruption which saw commodities position themselves as one of the best performing assets of the year, but how will continued elevated inflation affect the price of commodities in 2022?    WisdomTree’s Nitesh Shah returns to IG’s Trading the Markets podcast to chat to Daniela Sabin Hathorn about his views on the outlo...

Investments in the biotech, pharmaceutical and life science sectors have seen some good returns since COVID struck. While it is true that much of the initial gains have been retraced, Dr Navid Malik, a medically trained specialist who is now a life sciences, pharma and biotech analyst, says there is more to come as the sector prepares for more vaccines to combat new variants, and also brings the i...

ESG investing has been a big theme in the markets recently, but with other matters on the minds of investors and traders, such as Covid, rising rates and peaking earnings, will the environment, social considerations and good governance go out the window?   IGTV’s Jeremy Naylor caught up with Nick Parsons, head of research and ESG at ThomasLloyd. TL is a specialist in ESG and dedicated to leading t...

While the gold price did rise, albeit briefly, to a record high in the wake of the early stage of the pandemic, it’s provided little returns since. So, where does a precious metals investor or trader look for returns? IGTV’s Jeremy Naylor caught up with the editor of the Brookville Capital Intelligence Report, Simon Popple, to find out about his new approach to widening the horizon. Any opinion, n...

Electric vehicles (EVs) have started to become ‘mainstream’ in this last year, according to Julie Boote from Pelham Smithers Associates.    IGTV’s Jeremy Naylor caught up with Julie to look at where the demand is coming from and what developments are likely to move the sector next year.    But EVs are expensive compared to combustion engine vehicles, and the infrastructure is not there to allow us...

With inflation expected to peak in April 2022, according to the Bank of England, Panmure Gordon’s Simon French tells IGTV that he believes UK rates will rise twice to 0.75%. The economy, he says, will also sustain increase stock market investment resulting in a rise in the FTSE All Share index. Any opinion, news, research, analysis, or other information does not constitute investment or trading ad...

Language apart, the China stock market has several layers of accessibility. IG’s Jeremy Naylor caught up with Kraneshares’ Brendan Ahern, a specialist in the China stock market, to find out what it all means.    Whether it is A shares, B shares, or shares traded on the Hong Kong market, the ‘alphabet soup’ of classification may seem off-putting. But, as discussed, when you drill down there are opp...

Nitesh Shah, head of commodities at WisdomTree Europe, says in this cycle gold hasn't quite lived up to its reputation as an inflation hedge, as inflation heads towards 30-year highs in the US, while gold prices are not quite where we would expect them to be.    Shah told IG’s Daniela Sabin Hathorn that according to the new models he’s produced, gold should be trading in excess of $2,000 per oz, w...

With a number of supporting factors, there is every expectation that the bull run in US equities will continue for the foreseeable future.    Dhaval Joshi from BCA Research tells IG there may be bumps in the road, but the rally remains intact - until there is a reversal. What causes that reversal is likely to be one of three factors. First is that we start to see extreme valuations calculated by m...

The UK property market has withstood the battering that was expected when we all went into lockdown in March 2020. Indeed, the ONS house price index for September 2021 confirmed an 11.8% rise in prices year-on-year.  IGTV’s Jeremy Naylor explains in bringing this data up to date by using Rightmove’s index for November, while the month saw the biggest drop in prices since January 2021 - with a £2,0...

While the AIM market goes from strength to strength, with increased volume and raised expectations for mergers and acquisitions, does it come at a cost?  IGTV’s Jeremy Naylor asks small-cap specialist Chris Boxall, portfolio manager at Fundamental Asset Management, if he mourns the passing of the original intentions of the AIM market (formerly called the Alternative Investment Market).  He says th...

With so many uncertainties around, globally, is it time to look at a strategy to look for a hedge against the exuberance of the main markets?  In this episode, IGTV’s Jeremy Naylor talks to the founder and chief investment officer at ByteTree Asset Management, Charlie Morris about the outlook. Any opinion, news, research, analysis, or other information does not constitute investment or trading adv...

With a generation of new market participants, used to falling rates and rising markets, Rick Bensignor, founder of Bensignor Investment Strategies, says they will have to get used to ‘normality’ as markets return to higher levels of inflation.  Bensignor does not see a rout in indices and expects the S&P 500 to trade around the current levels. To this end, any move lower would represent a...

Despite best political efforts it’s almost certainly going to be difficult to meet aggressive climate change targets, according to Angelos Damaskos, CEO of Sector Investment Managers. He says it will be a mix of using existing energy resources and finding ways to increase output from renewables, but even then, the cost of building new renewable resources and encouraging people to switch to electri...

In what some describe as a disappointing market, the gold price has not really moved since 2020. Yes, there was a new record high set during lockdown, but as inflation has picked up gold has not moved from where it was pre-Covid.  In this episode, IGTV’s Jeremy Naylor talks to a long-term gold investor, Angelos Damaskos, who runs the Junior Gold fund. What is troubling the gold market, why is...

Is China entering a period of potential difficultly? If so, can it contain it or is it the ‘canary in the coal mine’ indicating a potential global ‘Lehman’ moment? In this episode, IGTV’s Jeremy Naylor discusses this with Ron William from RW Advisory.    Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.   Follow us on ...

As political positioning begins in the wake of a closely fought election in Germany, the markets enter a period of stasis.  The only known is that Angela Merkel, after 16 years at the helm, will not form any part of the new political make-up.  IGTV’s Jeremy Naylor discusses this with Marc Ostwald, chief economist and global strategist at ADMISI.   Any opinion, news, research, a...

With some big declines in many of the US listings of Chinese stocks, what is China trying to achieve? IGTV’s Jeremy Naylor caught up with Dr Xiaolin Chen, head of international at KraneShares, and Brendan Ahern, chief investment officer, about China’s endgame. What is the strategy, what opportunities will it provide, and what can we expect in the meantime? Any opinion, news, research, analysis, or...

In this episode Tesla shareholder, Ross Gerber from Gerber Kawasaki, explains why he thinks there’s still further upside for Tesla. This comes as the chip shortage eases, the electric vehicle manufacturer makes progress on its Gigafactory in Texas, and its cybertruck readies for release next year.   Any opinion, news, research, analysis, or other information does not constitute investment or...

There are now four members of the European Central Bank (ECB) executive that are warning about inflation. Does this mean that we can expect the ECB to act this week? If so, how?  In this episode, IGTV’s Jeremy Naylor talks to Martin Essex, foreign exchange analyst at Daily FX, about the announcement and how to trade inflation. Any opinion, news, research, analysis, or other information does not co...

The UK’s prime property market continues to look buoyant, according to a report published by the research team at property group Savills. In this episode, IGTV’s Jeremy Naylor caught up with associate director of the company’s research division, Frances Clacy. The discussion looks at who’s buying, who’s selling and how people are able to purchase property at the high end. Are they using cash or mo...

In this episode, Ed Morse, global head of commodity research at Citigroup speaks to IGTV’s Victoria Scholar about the outlook for the commodities complex after a stellar year-and-a-half since the pandemic-driven trough last year.  Morse says there’s likely to be more differentiation between commodities going forward, and emphasises that we are not in a commodity super-cycle. To play the climate ch...

With some members of the Bank of England talking about higher inflation for longer than the economy can withstand, will rates have to rise and will that rise stifle what growth there is?  In this episode, IGTV’s Jeremy Naylor talks to Martin Essex, analyst at Daily FX. Together they look at the prospects for the UK economy and how to trade sterling against the dollar and the euro. Any opinion, new...

In this episode, IGTV’s Victoria Scholar caught up with Richard Lim, CEO at Retail Economics, about the outlook for UK supermarkets at a time of major change for the sector. This includes a possible bid for Morrisons, the shift towards rapid delivery through the likes of Uber Eats and Deliveroo, and the potential for new entrants to the market, such as Mere.  Any opinion, news, research, analysis,...