UK Investor Magazine

Alan Green joins the Podcast for our weekly instalment of markets and UK equities. This Podcast starts by looking at Bitcoin and the factors driving the recent selloff. China has implemented restriction on Bitcoin that sent the price spiralling and we look at both side of the argument around whether now is a time to buy. We explore Berkeley Group Holdings (LON:BKG) after the company updates the ma...

We once more welcome Alan Green back to the UK Investor Magazine Podcast for our weekly exploration of UK equities and global markets. UK inflation was today's topic of discussion before we drilled down into BP (LON:BP), Blue Prism (LON:PRSM) and Karelian Diamonds (LON:KDR). UK inflation rose to 2.1% in May as fuel, recreational goods and clothing helped prices higher as the economy reopened. A re...

The UK Investor Magazine Podcast is joined by CEO and Founder of Orbital Machines, Eivind Liland.   Orbital Machines is solving a major pain point for the micro launcher industry, building scalable electric motopump systems, ready to be implemented into aerospace and space applications.   The Norwegian based company is providing an electric based solution for smaller launches in an...

The UK Investor Magazine Podcast is joined by Craig Martin, Chairman of Dynam Capital, manager of the Vietnam Holding (LON:VNH) Investment Trust. Vietnam was Asia's fastest growing economy in 2020, expanding 3%, so it is fitting Vietnam Holding was the best performing London-listed Investment Trust in May in terms of Net Asset Value. Vietnam's economy is becoming increasingly digital with many Vie...

Alan Green joins the Podcast with Jonathan Roy for the weekly instalment of UK equities and market themes. With the  FTSE 100 remaining stubbornly  within a tight range, we look back at the appreciation we’ve seen in cyclical shares and whether investors should expect a greater proportion of their returns to be achieved from income in the form of dividends in the future. Financials, toba...

Trident Royalties presented at the May UK Investor Magazine Virtual Conference and delivered a truly fascinated Q&A session covering the commodities supercycle and the composition of their mining royalty portfolio. CEO Adam Davidson gave his views on the possibilities of a commodities supercycle and outlines the market pressures driving commodity prices. Adam Davidson also discusses why Triden...

The UK Investor Magazine Podcast is joined by Will Goodhart, Chief Executive, CFA Society of the UK, for in depth discussion around ESG Investing. CFA Society of the UK is the local member society of CFA Institute, the global association of investment professionals, and represents 12,000 investment professionals in the UK. ESG Investing has exploded in popularity over the past two years and we beg...

Alan Green joins the podcast for our weekly Podcast to discuss a number of equities including British Land (LON:BLND) following the release of their results. The UK residential property market has defied calls for a collapse during the pandemic helped by government schemes such as reduction to Stamp Duty and a general reduction in supply. With the world now moving past the worst of the economic di...

BitcoinPoint is aiming to create the 'Western Union' of Bitcoin and in the process provide around 1.7 billion unbanked people globally with the opportunity to transact with other users. We recorded this Podcast on the back of a tumultuous week in Crypto currencies which set the perfect scene for a discussion around recent volatility in the alternative assets space and how BitcoinPoint is navigatin...

This week's Podcast with Alan Green looks at Rolls Royce (LON:RR), Argo Blockchain (LON:ARB) and CVS group (LON:CVSG). Inflation is at the forefront of investors minds again with European equities, including the FTSE 100, sinking over fears of an increase in interest rates. Although central banks have made no indiction this will the case in the short term, it hasn't stop markets sending bond yield...

Alan Green discussed the commodities super cycle on the UK Investor Magazine Podcast as it began at the beginning of 2021. Since then, major commodities indices have increased dramatically with copper touching 10 year highs and Oil breaching $70. Demand for commodities is increasing as economies reopen after the pandemic and under investment in commodity exploration and development has caught supp...

Jangada Mines (LON:JAN) operates in Northern Brazil and is undergoing the development of a number of projects focused on Vanadium, Titanium and Iron Ore. Brian McMaster, Executive Chairman of Jangada Mines, details the latest progress of the company and outlines what investors can expect from the company for the rest of the year. Having conducted initial preliminary economic assessments, Jangada i...

Alan Green joins the Podcast as we digest recent updates from FTSE 100 majors such as BP, WPP, Lloyds and Persimmon. The shares operate in some of the most cyclical industries including commodities, advertising, finance and house building. This broad spread means these companies provide vital insight into the health of the wider economy. While the recent updates from these companies were strong, t...

This week Maurizio Kaiser and Edgar de Picciotto, co-founders of ikigai, join the UK Investor Podcast ahead of launching their crowdfunding campaign. With more and more young people getting into investing in the wake of the pandemic, it's never been more important to engage with new investors - especially as millennials are hitting their prime earning and spending years.  ikigai is a brand ne...

The UK Investor Magazine was delighted to be joined by David Lawrence, CEO of AIM-Listed Wealth Manager Kingswood Group (LON:KWG). Kingswood Group have made a number of acquisitions in the past twelve months as the company seeks to expand in the UK Wealth Management and Financial Advice sector. More recently, Kingswood have made an exciting acquisition in the United States as they set out to targe...

We record this Podcast on the wake of the debacle around the European Super League so it would be fitting we touch on the subject and briefly ramifications for the sport. The FTSE 100 quietly shed a couple of hundred points at the beginning of the week as investors wavered with crashing cryptocurrencies and fears over rising coronavirus cases on India. There is a question to address in as far as w...

Recent data from the The Investment Association revealed UK retail investors took a further £1 billion out of UK Equity Funds in February. This means retail investors have removed a total of £18 billion from UK Equity Fund since 2016 and the decision to leave the EU. We question whether Retail investor are simply driven more by sentiment around the UK or misunderstand the composition of UK markets...

Alan Green joins the Podcast as we discuss and review UK Equity Markets in the first quarter of 2021. Despite the FTSE 100 posting gains of around 4% in Q1 2021, London's leading index has traded largely sideways within a range. However markets have experienced bouts of volatility on concerns over COVID-19 and rising bond yields providing plenty of opportunity for positioning for the rest of the y...

Alan Green joins the Podcast as news filters through Burberry has been the first British luxury brand to feel the wrath of China over pressure on their human rights abuses. This follows similar action against Nike which sent the sports brand share price spiralling. In a Podcast packed full of commodities companies we look at the potential for China to damage the business model's of FTSE 100 miners...

Alan Green joins the Podcast for a broad ranging discussion around the most pressing factors in financial markets. We look at the equity markets and explore the threat of inflation in the medium term and whether investors should be concerned about a policy mistake by central banks that could derail the current equity market run. NFTs have grabbed headlines in recent weeks as artwork fetched $60 mi...

Alan Green joins the UK Investor Magazine Podcast as the UK tech sell of takes a break after a week of declines. We look at the drivers of the recent sell off in the US and try to apply the lessons from the reversal to UK-listed shares. This is a task with many considerations due the sector composition of the leading indices in London and New York. The FTSE 100 dominated by commodities and S&P...

Alan Green joins the Podcast to explore the recent moves in the FTSE 100 and we pay particular attention to the house builders following the Budget. With the Stamp Duty holiday being extended and the government guaranteeing 5% mortgages, the market has reacted positively sending the shares of house builders higher. In addition, we question other underlying factors at play in the shares of house bu...

Sandrine Zerbib, founder of Chinese online consumer platform Full Jet, joins the UK Investor Magazine Podcast to discuss key Chinese consumer trends and the evolution of the luxury market. We look at the strength of the Chinese consumer after a recent report by Morgan Stanley that pointed to consumption in China doubling to $12.7 trillion in 2030. Sandrine provides detailed insight on the Chi...

Alan Green joins the UK Investor Magazine Podcast to discuss the latest developments from UK banks. Many UK banks have resumed paying dividends after the Bank of England eased restrictions on payouts by financial institutions. Natwest Group, Barclays, HSBC and Lloyds have announced payments with Lloyds paying 0.57p dividend per share after a drop in profits to £1.2bn. We question whether income in...

The UK Investor Magazine Podcast is joined by Glyn Cotton, CEO and Co-Founder or water technology company WATR. WATR is setting out to improve the quality water on a global scale by working with the UK's water companies in improving the health of our water, through to helping provide safe drinking water in the third world. Astonishingly, one million people a year still die from poor water quality...