Money Makers

Ben Rogoff: Can technology stocks go higher still? by Jonathan Davis

Talking Money: Andrew Milligan, chief strategist at Standard Aberdeen, discusses world markets by Jonathan Davis

Talking Money: Paul Mumford - The stocks and sectors that I like most today by Jonathan Davis

Lee Gardhouse is the Chief Investment Office of Hargreaves Lansdown, the UK’s largest stock and fund broking firm, which boasts 950,000 active clients and administers or manages £79 billion of client money on its platform. His responsibilities include researching the firm’s influential Wealth 150 list of favourite funds and managing its range of in-house multi-manager funds. In the latest Money Ma...

In this week’s Money Makers podcast Jonathan Davis talks to Keith Ashworth-Lord, manager of the Sanford DeLand UK Buffetology fund, about his investment philosophy and current portfolio. A former City analyst, Mr Ashworth-Lord has put in a strong performance since moving into fund management with his specialist small and mid-cap fund. Many professional investors name check Warren Buffett as an ins...

In our latest Money Makers podcast we turn our attention to venture capital trusts, specialist investment vehicles which put investors’ capital to work in higher risk, early-stage businesses. VCTs, as they are known, offer significant potential tax benefits for those prepared to risk their money in this way. This year the marketing of VCTs has started earlier than normal. Why is that – and what el...

What the oil price does next is key: Fund manager Charlie Morris gives his take on where markets are heading In this week’s Money Makers podcast, one of our regular big picture market roundups, Jonathan Davis talks to Charlie Morris, Investment Director at Newscape Capital, and editor of the Fleet Street Letter, about the latest developments in the UK and global markets - and what they mean for in...

In the latest Money Makers podcast Jonathan Davis returns to talk to a fund manager whose multi-cap equity fund has the distinction, according to research by FE Trustnet, of having outperformed its benchmark in every rolling five year period since 2000 - one of only two funds out of several hundred in the UK All Companies sector to have done so. The fund manager in question is Richard Hallett, who...

No need to panic over Brexit or the market In our latest Money Makers podcast Chris Sexton, Investment Director of Saunderson House, a fee-based wealth management firm, offers his perspective on the outlook for markets, cautions against reading too much into media headlines and explains why investment returns are likely to be lower from here. Saunderson House specialises in providing financial pla...

What is a fair fee to pay for the services of a wealth manager or financial adviser? There is a widespread suspicion that in many cases the answer is: less than you are paying now - if only you could get behind the figures to find out what the real all-in costs, including add-ons, actually are. Next year new regulations will force managers of other people’s money to disclose much more information...

In our latest podcast the independent economist Peter Warburton explains why he thinks we are heading for a period of stagflation - a combination of slow growth and rising inflation - which will require investors to make changes in the way they allocate their investment assets.

The Investment trust sector has changed a lot over the past 20 years, as traditional buyers in wealth management firms retreat and a new generation of more sophisticated DIY investors look to exploit the advantages of closed-end funds. In the latest Money Makers podcast, Nick Greenwood, manager of Miton Global Opportunities, a specialist investment trust fund, discusses these changes with Money Ma...

While the UK and French elections are grabbing all the market and media attention, the most important issue most investors face is to get their medium- and long-term asset allocation right – which means getting the right side of the underlying cycles that drive market behaviour beyond the noise and excitement of immediate political events. Few market analysts are as well placed to make those judgm...

Theresa May’s decision to call a snap election on June 8th took Westminster and the financial markets by surprise. What does it mean for the Brexit negotiations and investors? That was the question I discuss this week with three leading market commentators in a special edition of the Money Makers weekly podcast. The three expert voices you will hear are those of Mark Dampier, Head of Research at H...

In this week’s Money Makers podcast Jonathan Davis spends 40 minutes talking to the market strategist Eoin Treacy about his latest views on equity markets, bonds, currencies and the outlook for inflation.

Are there good opportunities in the investment trust sector at the moment – and if so where? After such a strong run have the world’s equity markets risen too far too fast? Jonathan Davis puts these questions to Richard Curling, who runs a fund of investment trusts for Jupiter Asset Management, as part of a wide-ranging discussion about the markets and the closed end fund sector in the latest Mone...

Resource stocks made a strong recovery in 2016 after a torrid bear market, with both oil and mining companies heading the index performance tables. Few professional investors were more exposed to this rollercoaster ride than Angelos Damaskos, the manager of two specialist small cap commodity funds widely followed by private investors, Junior Oil and Junior Gold. In the latest Money Makers podcast...

In the latest Money Makers podcast we catch up again with Chris Hutchinson, lead fund manager at Unicorn Asset Management, the boutique small cap and AIM fund management firm that boasts one of the best long-term records in its universe. How has the fund coped with the fallout from Brexit and Trump’s election? What are the prospects for future returns? And why despite strong demand has the firm ca...

The Trump rally has taken the world’s equity markets to new highs in many countries, and together with the fall in the value of the pound, has made the past year among the best 12-month periods for investors in living memory. What next? Can the good times keep rolling? In the latest Money Makers podcast I sit down with Mark Dampier, Head of Research at Hargreaves Lansdown, the number one platform...

An interview with Gervais Williams, Managing Director of Miton Group plc and author of new book The Retreat of Globalisation

Fund manager Chris Rice expects a downturn as unemployment and interest rates turn - discover why in this interview with Money Maker's editor Jonathan Davis.

The Harriman Stock Market Almanac is an annual publication which is a must-read for all fans of stock market investing – it combines a mixture of some trivial but amusing anecdotes and facts about the stock market with some more interesting analysis of trends that recur each year and other kinds of anomalies: things that, theoretically at least, you can make some money out of if you are aware of t...

Paul Jourdan is the CEO of Amati Global Investors. With his colleagues, a team of three, he runs three funds that specialise in small-cap and unquoted stocks. In this podcast, Jonathan Davis asks Paul how where we are in the market cycle has affected small caps, what the impact of Brexit looks like, and what makes for an ideal small company from an investor's perspective.

The election of Donald Trump as American President took much of the world by surprise. By chance John Kay, the author and business economist, well known for his columns in the Financial Times, happened to be in New York when the result was announced. In the latest Money Makers podcast I asked him for his initial reactions to the outcome.

Value investing has had a bad run, one of its worst in market history. Is that finally about to change? There are signs that a patient, long-term investing style based on finding cheap securities is finally starting to make a comeback. In the latest Money Makers podcast, Joe Bauernfreund, manager of the British Empire Trust, an investment trust closely associated with a value approach, explains wh...