In the market for more

With private equity deals up in recent years, IGTV’s Jeremy Naylor discusses what’s happening with Colin McLean, founder of SVM Asset Management, which has interests in the private capital space. What’s happening, why now, and what’s the outlook? Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on  Twitter ,  Instagram and  You...

As Tesla gets set to report second quarter earnings, Dan Ives, head of tech research at Wedbush, tells IGTV that the analyst community will be hoping to hear from CEO Elon Musk about the future of its deliveries in China. Ives is bullish on Tesla amid the ‘green tidal wave’ with a price target of $1000 a share, more than 50% above the current share price. Elsewhere, Apple remains Ives’ top pick in...

Cybersecurity concerns have been cited by Chinese authorities as one of the main reasons for its intervention in the affairs of Chinese corporates in the West. Successful companies, such as Alibaba and DiDi, had the potential to become the biggest companies of their type in the world, so why intervene? Where is Jack Ma now? In this episode, IGTV’s Jeremy Naylor caught up with independent cybersecu...

In this episode, Financial Orbit’s Chris Bailey speaks about the big sectors to watch, with markets pricing in some good numbers. The context is rising inflation, lower bond yields, Covid-19 and the record high equity markets. Does the second quarter have the potential to move things higher still?   Any opinion, news, research, analysis, or other information does not constitute investment or tradi...

With the London markets still fundamentally undervalued, IGTV’s Jeremy Naylor speaks to Julian Cane, manager of the UK-based BMO Capital and Income Trust, who explains his strategy. In this episode, the discussion moves around the opportunities presented for the fund in the context of inflation, easy monetary policy, recovery from the global pandemic and the need to continue paying dividends.    ...

Plant-based foods, precision farming, sustainable packaging and food safety are among the sub-sectors that contribute to the sustainable future of food as an investment theme. In this episode, Rahul Bhushan, co-founder at Rize ETF, explains why he’s excited about companies including Oatly, Beyond Meat, AppHarvest and Else Nutrition, which are part of the Rize Sustainable Future of Food UCITS ETF....

In this episode Richard Champion, deputy CIO at Canaccord Genuity Wealth Management, discusses the recent bout of market volatility in US equities. He is optimistic on US stocks going into the second half of the year, but sees better opportunities in other regions. Amid the ongoing debate over inflation, Champion believes the recent rise in price levels is likely to be transitory rather than perma...

With a unique set of circumstances there will be some big winners Out of Tokyo 2020, as the games are still known. There will be winners that may not otherwise have been able to capitalise on the event, and companies that may otherwise have done well, coming out of the games showing a loss. In this episode, IGTV’s Jeremy Naylor talks to Chris Bailey, founder of Financial Orbit, about the corporate...

As the UK economy rebounds, there appears nothing in the way of a continuation of the rise in residential property prices, albeit at a lower rate than seen recently. That’s the view of Andrew Wishart, UK property economist at Capital Economics. He says a mix of higher economic growth rates, better employment prospects and the maintenance of the low interest rate environment should support the mark...

In this episode, Rick Rule, President and CEO at Sprott US Holdings, chats to IGTV’s Victoria Scholar about the outlook for gold. Rule believes there could be some short-term volatility for precious metals, but long-term he is a believer in gold as a storage of value that is far superior to that of fiat currency, particularly when interest rates are low. He says gold should always be part of inves...

With a wide divergence of economic performance within the eurozone, the European Central Bank (ECB) will have to perform a difficult balancing act. The main issue facing the ECB is how to deal with the needs of each economy when it comes to tapering the liquidity currently in place. In this episode, IGTV’s Jeremy Naylor catches up with Marc Ostwald, chief economist and global strategist at ADM ISI...

US earnings season is drawing to a close with 87% of S&P 500 companies beating expectations in the best quarter for earnings growth in over a decade, according to Refinitiv. In this week’s episode, IGTV’s Victoria Scholar speaks to Ben Gutteridge, director of Model Portfolios at Invesco, about what we learned from US earnings season and what lies ahead for US equities. Gutteridge says it has b...

The current shortage of computer chips began in the auto sector as a result of the disruption caused by the coronavirus pandemic. In this episode, IGTV’s Jeremy Naylor chats to tech specialist, Dr Richard Windsor, from Radio Free Mobile who says the initial pressures that built up then moved into consumer electronics. But, because of the capital expenditure that’s been promised by the big chip mak...

In this week’s episode of IG’s Trading the Markets podcast, IGTV’s Victoria Scholar speaks to Daniel Lacalle, chief economist at Tressis, about the post-pandemic recovery for the US economy, monetary and fiscal policy, and the potential economic risks ahead. Lacalle says there is “too much complacency” towards the inflation risks, which could lead to a similar situation to Japan’s ‘lost decade’. H...

With recent highs on global equity indices, IGTV’s Jeremy Naylor asked Dr Navid Malik, Head of Life Sciences Research at The Life Sciences Division, whether investors and traders are getting ahead of themselves in pricing risk. Dr Malik, as well as being a medical doctor and an expert in COVID-19, is also an investor and runs the research desk at The Life Sciences Division. In this episode, the di...

With a proper strategy, investing in the small-cap space can be very profitable. In this episode, IGTV’s Jeremy Naylor discusses small-cap investing with specialist portfolio manager, Chris Boxall from Fundamental Asset Management. Starting with what a small-cap stock is, the podcast explores how investors should approach this underrated investment area. Any opinion, news, research, analysis, or o...

In this episode Phil Toews, CEO at Toews Asset Management, speaks to IGTV’s Victoria Scholar about how to be invested if the market continues to move higher while remaining vigilant to the risk of a correction. Toews says he still thinks the bull market could run for a while longer but if the ‘bubble pops’ he thinks tech stocks will lead the leg lower. Any opinion, news, research, analysis, or oth...

In this episode, Jane Edmondson, CEO and co-founder at EQM Indexes, talks to IGTV’s Victoria Scholar about the transition from ‘bricks’ to ‘clicks’ with this year’s surge in online shopping. Edmondson says ‘the mall isn’t dead, it has just moved online’. She discusses the investment opportunity in stocks such as Peleton, Doordash and Amazon, all components of the new IBUY ETF, which tracks the onl...

In this episode, IGTV’s Jeremy Naylor speaks with Jonathan Maxwell, the founder and CEO of SDCL, or Sustainable Development Capital, which is the investment adviser to the SDCL Energy Efficiency Income Trust. From helping blue-chip clients to cut costs and enabling them to cut their carbon footprint, SDCL invests in sustainable power ventures in Europe and the US. With the world moving fast into a...

In this week’s episode, IGTV’s Victoria Scholar spoke to Matt Howard, director and fund manager for BMO’s Commercial Property Trust, about some of the major trends in office space and the retail sector that have been expedited by the pandemic. Howard says the UK is in ‘for a low growth environment’ in the coming years. Despite the challenges, Howard bases his investment decisions on long-term macr...

With 65% of American adults now playing video games, how can investors get in on the game as well? In this episode JP Lee, ETF product manager at VanEck explains the recent growth and his expectations for the industry after lockdowns. He also discusses some of the biggest themes that will power the industry going forward including the flurry of M&A activity, particularly in mobile along with t...

With crude oil recently spiking at near two-year highs, what is being priced in? Do the fundamentals support $70 Brent? In this episode, IGTV’s Jeremy Naylor caught up with SP Angel oil analyst Sam Wahab who talks about his outlook for the oil price and whether the OPEC+ relationship will continue. Wahab also considers three stocks to look at. Any opinion, news, research, analysis, or other inform...

Philip Webster, Director and Portfolio Manager for European Equities at BMO Global Asset Management joins IGTV’s Victoria Scholar on this week’s podcast. Phil looks after the BMO UK High Income Trust and invests in a concentrated number of companies. He discusses the investment opportunity in stocks such as Wizz Air, ASOS and Close Brothers. Phil also explains why after a period when UK assets hav...

A year on from one of the big turning points in world history, where are we with COVID-19? Are we closing in on the end-game, or are we only just at the end of the beginning in the fight against this disease? In this episode, IGTV’s Jeremy Naylor caught up with Dr Navid Malik PhD MSc MBA ASCI. Dr Malik is a medically trained doctor, but one who has also built major healthcare franchises for leadin...

In this episode, we discuss nickel prices, which have recovered from the lows seen five years ago. We are joined by Brad Mills, the founder and managing director of Plinian Capital, who explains the motor that could drive further price hikes for nickel. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter  @IGTV