Money Makers

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...

In this podcast, we turn our attention to gold, that most emotive of investment topics, derided by some as a “barbarous relic” and feted by others as a vital defence against inflation and the debasement of currency. Jonathan Davis is joined to discuss this always fascinating subject by the fund manager Charlie Morris, who in his day job, after 15 years at HSBC, now runs multi-asset portfolios for...

In this latest Money Makers podcast Jonathan Davis talks with Peter Spiller, who enjoys the distinction of being perhaps the longest continuously serving fund manager in the London investment trust sector. He has been managing the Capital Gearing Trust since 1982, over which time the trust has generated a compound annual return of 15% per annum, more than 4% better than the FTSE All-Share index ov...

In this second of a two-part Money Makers podcast, Jonathan Davis continues his conversation with Tim Price, fund manager and market commentator and author of 'Investing Through the Looking Glass'. The topic under discussion is how best to invest your money in the unprecedented zero interest rate world in which we live – when bank deposits and government bonds, once the risk-free assets on which m...

In the latest Money Makers podcast, Jonathan Davis talks to Tim Price, the fund manager and market commentator, well known for his contributions to MoneyWeek and The Spectator. The podcast breaks down into two parts. In this first part Tim, a private client investment manager for the past 20 years, puts forward his arguments for believing that the world is facing “the mother and father of financia...

Dr Peter Warburton is one of the UK’s leading independent economists and author of an insightful and prescient book Debt and Delusion, first published in 1999, which argued that policymakers and investors alike were becoming complacent about the systematic buildup of debt across the global economy - a deepening problem that finally erupted with devastating consequences in the global financial cris...

Lee Gardhouse is Chief Investment Officer at Hargreaves Lansdown as well as running a number of multi-manager funds at the firm. In this audio interview he talks with Jonathan Davis about the bright side of Brexit for equities, as well as how best to defend your portfolio from volatility in its wake and his take on recent property fund suspensions.

All this week Money Makers has been discussing Brexit – what it might mean for investors and for the economy in the UK and overseas. In this podcast, Jonathan Davis talks to Ken Fisher, the West Coast money manager who also has a very successful wealth management firm in the UK and is a widely read columnist in Forbes and the FT. Fisher explains why Brexit will have less of an impact than people t...

Leading economist and writer John Kay talks with Jonathan Davis about what underlying factors might have really driven the Brexit vote from an economic point of view – and what the most realistic outcomes are likely to be when the dust settles, as well as how things might affect investors, governments and the European project itself.