On The Money

This is a question that has been suggested frequently by you and we have brought in Alice Guy, ii’s Head of Pensions and Savings to take a deep dive into this topic. This episode explores the key things to consider, what is the best approach and shares Kyle’s and Alice’s personal opinions on the matter.  Please continue to provide your suggestions on questions you want answered on OTM@ii.co.uk . O...

This week, we hold the fund industry to account to look at how it can serve investors like you better. Kyle is joined by interactive investor's Sam Benstead to look at issues including dividend yield data, fund management charges, and cutting through jargon. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news . Kyle...

Kyle is joined by beginner investor - and colleague - Nina Kelly this week, as she discusses her investment journey over the last four years. She talks about why she chose the passive route with her own investments, whether her portfolio's performance is what she expected, and the lessons learnt that she will be taking into her next four years. The investments and products referred to in this epis...

Interest rates have rocketed from just 0.1% to 5.25% over the past 18 months or so, which in turn has boosted the returns on savings rates. But while cash has its attractions, there’s also a very important pitfall to be aware of. Kyle is joined by Myron Jobson, senior personal finance analyst at interactive investor, to discuss why cash is not the risk-free option that many assume, and why those o...

This episode is inspired by you asking us to take a closer look at investment trust discounts. Kyle is joined by James Carthew, co-founder and head of investment company research at QuotedData, to tackle the trusts topic, including how to spot a good opportunity and how to avoid a discount that will remain in the wilderness. Keep your emails coming to OTM@ii.co.uk and tell us what you want us to t...

Despite plenty of bargain opportunities, the perpetual lack of love among investors for the UK equity market is perplexing the pros. One of them is Neil Shah, director at investment research firm Edison Group. He joins Kyle to make the case for the UK and find some possible value opportunities for your portfolio. On The Money is an interactive investor (ii) podcast. For more investment news and id...

Fund investors have shied away from Europe over the past couple of years. But now is a good time to re-examine exposure to the region – valuations are cheap, and its recent performance is catching the eye. A key driver has been European-listed luxury goods companies buoyed by the reopening of China and the resilience of wealthy consumers in the face of the cost-of-living crisis. To take a closer l...

Following last week's unveiling of a Government deal with some of the biggest investment firms - which could mean that 5% of pension fund investments go into private equity, aka unlisted companies - interactive investor's pensions expert Alice Guy joins Kyle to pick through the pros and cons of these reforms and what they mean for you.   On The Money is an interactive investor (ii) podcast. For mo...

Amid a backdrop of low inflation and low interest rates, investors flocked to funds and investment trusts focusing on growth shares. But now the macroeconomic climate has changed, the 'get rich slow' approach to investing in dividend-paying companies is back. Stephen Anness, head of global equities at Invesco, joins Kyle to explain why and what you should be looking out for.  On The Money is an in...

Kyle welcomes bonds specialist Sam Benstead back to the pod this week to explain why you should be paying closer attention to bonds, including what to look out for, how to invest in them and what level of income can be obtained. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news . Kyle Caldwell is Collectives Edito...

Amid six months of market turbulence and global unrest, Kyle is joined by interactive investor's head of markets Richard Hunter to revisit the themes they predicted in January would have the biggest impact on your investments in 2023. Plus, they pick through the events they didn't see coming. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://ww...

Despite more than 18 months of widening discounts across the private equity investment trust sector, some investors remain sceptical that the valuations for unlisted companies have not fallen enough in response to interest rate rises. So this week, Kyle is joined by Andrew Bell, chief executive officer of Witan investment trust, to take a closer look at whether these discounts have been overdone,...

Are fund managers actually skilled investors, or is it all down to luck? This week, Kyle is joined by Simon Evan-Cook, of Downing Fund Managers, whose day job involves understanding that exact question. He reveals how he identifies - and separates - the two, and explains the main qualities he looks for in fund managers to help him assess genuine skill in a crowded market.   On The Money is an inte...

The impact of artificial intelligence (AI) is already being felt in multiple industries - but what does it mean for you and your money? Kyle welcomes interactive investor's Sam Benstead back to the pod to find out who's already benefitting from the next digital revolution, the companies leading the charge, and whether your portfolio is already exposed to it. Plus, they ask ChatGPT to pick some sto...

For a number of years, disruptive growth stocks looking to shake up the status quo were the place to be. But with interest rates on the rise there could be a new set of winners – the old-guard companies that had been written off. This week's guest is Ben Lofthouse, fund manager of Henderson International Income Trust, who calls these companies ‘dinosaur stocks’ and thinks are primed for a return t...

Plenty of column inches have been written about the start of a potential new commodities 'supercycle', where demand outweighs supply for a sustained period. Evy Hambro is global head of thematic and sector-based investing for BlackRock and manages various funds and trusts, including BlackRock World Mining Trust. He joins Kyle to explain what is driving this supercycle and why it could be one to wa...

As ever, the answers given in our question time episodes are not personal recommendations to buy or sell any financial instrument or product, or to adopt any investment strategy. Should I invest a large lump sum, or split it up and invest it across the tax year? Is it sensible to switch to an income fund share class to provide retirement income? How risky is it to consolidate my investments? Kyle...

Want to find out what other people are investing in? In this episode, Kyle is joined by Sam Benstead to look at the funds and investment trusts among the most popular with UK investors - and pick out some potential alternatives. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news . Kyle Caldwell is Collectives Edito...

Damien Fahy is a consumer champion, podcast host and founder of MoneytotheMasses. As a keen DIY investor, he joins Kyle this week to pick apart each other's investing journeys, hopefully giving you some ideas for your own - and showing you what to avoid. Visit MoneytotheMasses . On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/sto...

As Investigations Editor of the Financial Times, one of Paul Murphy's most notable successes was his involvement in exposing the Wirecard scandal, which subsequently became the subject of a Netflix documentary . But amid recent market turmoil, he is expecting his team to be kept busy over the coming months and years. Paul sat down with Richard Hunter on the interactive investor YouTube channel to...

Mike Seidenberg, fund manager of the Allianz Technology Trust, joins Kyle this week to find out whether tech's strong start to 2023 is a sign of better times to come for the sector. With tech negatively impacted by increases in interest rates, Mike explains how he's adapted, the tech trends he is backing for the long term, and his thoughts on artificial intelligence - namely Microsoft's ChatGPT. C...

We're dedicating this week's episode to Scottish Mortgage – the popular FTSE 100-listed investment trust that has seen its performance come off the boil over the past 18 months or so. Kyle is joined by Sam Benstead to look at what’s been happening, including the evolution of the portfolio, your main concerns as investors and where Scottish Mortgage goes from here. Both Kyle and Sam invest in Scott...

Investors looking for income opportunities have increasingly ventured overseas rather than sticking closer to home. But are they right to go global or should they be backing the UK market? Kyle finds out from a fund manager who runs both a UK equity income and a global equity fund, Ben Peters of Evenlode Investment.  On The Money is an interactive investor (ii) podcast. For more investment news an...

April 6 marks the start of a new tax year and a fresh £20,000 ISA allowance. Kyle is joined by Sam Benstead to look at the best-performing investment trusts since ISAs were introduced in 1999, the funds that professional multi-asset investors have been buying, the standout fund sector for value investors, and investment trust bargain ideas. Sam's article: Around the world in eight funds and trusts...

Amid a fortnight of turmoil for the banking sector, Nick Brind, fund manager of the Polar Capital Global Financials investment trust, explains why multiple institutions collapsed across the US and Europe and what else you can expect from the fallout. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news . Kyle Caldwel...