UK Investor Magazine

The UK Investor Magazine was delighted to welcome Dan Boardman-Weston, CEO of BRI Wealth Management, back to the podcast for an insightful conversation about UK equities, trade tariffs, interest rates, emerging markets, and asset allocation considerations for the rest of 2025. This podcast explored the current global economic landscape and investment strategies for the second half of the year. The...

The UK Investor Magazine was delighted to be joined by Fiona Cincotta, Financial Market Analyst at StoneX, to break down the latest developments in markets. We cover US exceptionalism, AI stocks, oil, EUR/USD, and Bitcoin. Fiona provides her view on US exceptionalism and how US stocks may perform compared to European stocks in the coming periods. We explore recent volatility and question whether t...

The UK Investor Magazine was delighted to welcome Christian Marston, COO of Altilium, to delve into the UK clean tech’s specialist EV recycling process and the opportunity for investors. Explore Altilium on Republic here. Altilium is a UK clean technology company that recycles old EV batteries into sustainable battery materials, supporting Britain’s transition to net-zero emissions. The firm...

The UK Investor Magazine was delighted to be joined by Kevin Limn, CEO of Adsure Services, to delve into the company’s TIAA Insight AI tool. Learn more about Adsure Services here. TIAA Insight is Adsure Services’ proprietary artificial intelligence tool designed to improve operational efficiency within their subsidiary, TIAA Ltd, which provides internal audit and business assurance services. The A...

Tekcapital’s CEO joins the podcast to delve into the company’s annual results and plans to broaden investments in Generative AI. CEO Dr Clifford Gross starts by running through Tekcapital’s 2024 financial performance and the 40% uplift in the group’s portfolio value. The conversation quickly moves to generative AI and the company’s plans to make further investments in the sector. Gross outlines an...

The UK Investor Magazine was thrilled to welcome Ed Croft, Founder and CEO of Stockopedia, to the podcast to explore how investors can employ rules-based stock picking to build market-building portfolios. Register for ‘ The Smarter Way to Build a Market-Beating Share Portfolio ‘ webinar here. Stockopedia provides investors with proprietary analysis tools to assist their stock selection. Based...

The UK Investor Magazine was pleased to be joined by Damon Rand, the founder of Cepro, to discuss their residential smart grids for new UK homes, which promise to disrupt both the new home and renewable energy markets. Find out more about Cepro on Crowdcube here. Cepro is an award-winning smart grid developer and operator based in the UK, specialising in developing and operating residential s...

The UK Investor Magazine was thrilled to welcome Rebecca Maclean, Co-Manager of Dunedin Income Growth Investment Trust, to the podcast to drill down into the trust’s portfolio and strategy. Dunedin Income Trust takes a total return approach to UK and European equities to achieve a dividend yield of 4.8%. Find out more about Dunedin Income Growth We explore the trust’s stock selection process, and...

The UK Investor Magazine was thrilled to welcome Dan Higgins, Founding Partner and Chief Investment Officer of Marylebone Partners, the manager of Majedie Investments, to the podcast for an in-depth exploration of the investment trust and its strategy. This Podcast is essential listening for all individual equity and investment trust investors. Dan starts by explaining their ‘liquid endowment’ app...

The UK Investor Magazine was thrilled to welcome Harald Braun, CEO of Guident, back to the podcast to discuss the recent deployment of their autonomous shuttles in West Palm Beach, new ‘watch bot’ programmes, and Guident’s upcoming IPO. Harald provides an update on Guident’s IPO (30 min), detailing the imminent filing with the SEC. We discuss how Guident is bolstering the team ahead of listing on...

The UK Investor Magazine was thrilled to be welcomed by Robert Hudson, Chief Financial Officer of Grainger PLC, to explore recent developments at the FTSE 250 build-to-rent specialist. We start by looking at the group’s transition from a trading company to a REIT and the tax benefits for investors. Taking a broad view of Grainger’s proposition to investors, Rob notes the ability of retail investor...

The UK Investor Magazine was thrilled to be joined by GenIP’s senior management team to explore the company’s recent announcements, including full-year results and contract wins.  CEO Melissa Cruz and CFO Kevin Fitzpatrick outline the AI analytics company’s progress since their AIM IPO and the traction they’re gaining with global technology transfer offices.  Kevin provides a run-down of...

The UK Investor Magazine was delighted to welcome Gaurav Narain, Principal Advisor of the India Capital Growth Fund, for a deep dive into Indian growth companies amid tariff-induced volatility. The India Capital Growth Fund Investment Trust specialises in high growth Indian equities and has returned over 41% over the past three years. Please find out more about the India Capital Growth Fund Invest...

The UK Investor Magazine was delighted to welcome Nick Britton, Research Director at the AIC, to delve into the AIC’s Dividend Heroes; those investment trusts that have increased their dividends every year for 20 years or more. Get the full list of Dividend Heroes here. We explore the underlying asset classes the AIC’s dividend heroes invest in and why these asset classes are supportive of consist...

The UK Investor Magazine was delighted to welcome Martin Connaghan, Co-Portfolio Manager of the Murray International Trust, for a deep dive into the trust and its approach to building a high-conviction global income portfolio. Find out more about the Murray International Trust here. We start by exploring the trust’s geographical weighting and why the Murray International Trust is underweight the U...

The UK Investor Magazine was delighted to welcome Gabriel Sacks, Manager of abrdn Asia Focus, for an insightful conversation around the trust and the Asian smaller companies universe.  Find out more about abrdn Asia Focus here. We start by looking at the trust’s investment objective and strategy. abrdn Asia Focus aims to maximise the total return to shareholders over the long t...

The UK Investor Magazine was delighted to be joined by Unite Group CEO Joe Lister to delve into the FTSE 100 student accommodation specialist’s recent results and growth plans. We start by exploring the rental growth across Unite Group’s portfolio of student accommodation and the factors influencing demand. Joe explains a shift in Labour’s tone around international students, who make up around 30%...

The UK Investor Magazine was delighted to welcome Mike Maddison, CEO of NCC Group, to the podcast to explore the FTSE 250 cyber security specialist. We explore NCC Group’s growth opportunities as the world becomes increasingly digitalised, and new threats to organisations emerge. Mike explains NCC’s growth strategy and how the business is evolving to meet clients’ demands. The company has recently...

The UK Investor Magazine was delighted to welcome Wylde Market CEO Nick Jefferson to the podcast to discuss the company’s crowdfunding campaign and its growth opportunities.  Find out more about Wylde Market here. Wylde Market operates as an online farmers’ market facilitating direct transactions between consumers and producers. The business was born out of Nick’s frustrations with supermarke...

The UK Investor Magazine was delighted to welcome Daniel Kos, CFO of PPHE Hotel Group, to discuss the group’s recent results and future growth plans. PPHE Hotel Group is an FTSE 250 constituent with a market cap of £545m and a dividend yield of 2.9%. The company operates hotels under brands including Park Plaza, Art’otel, and Radisson Red. Daniel outlined their diversified portfolio, highlighting...

The UK Investor Magazine was delighted to welcome Rathbones Investment Management’s Co-Chief Investment Officer, Edward Smith, to the podcast. This episode focuses on Rathbones’ 2025 Outlook and explores the AI trade, DeepSeek’s emergence, Trump tariffs, UK equity valuations, European growth, and China. Explore Rathbones’ 2025 Outlook here. Amidst concerns over Trump’s tariffs, Edward identifies p...

The UK Investor Magazine was thrilled to welcome Michael Field, Chief Equity Market Strategist EMEA at Morningstar, back to the podcast to explore the German election and the potential impact on equities. We start by looking at the major influences on the German elections, including immigration and cost of living, and the consensus regarding possible results. Michael outlines investor positioning...

The UK Investor Magazine was thrilled to welcome Niall Pearson, Director of Hybridan, to the podcast to lift the lid on two exciting small caps: Physiomics and MediaZest.  Physiomics is a leading oncology consultancy that leverages advanced computational modelling and simulation to optimise drug development. The company has supported over 100 commercial projects spanning discovery, pre-clinic...

The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, back to the podcast to delve into the technology incubator’s 2024 portfolio results and what could be in store in 2025.  We start by reviewing the portfolio’s performance in 2024, paying particular attention to the impact of MicroSalt and GenIP’s IPOs. Dr Clifford Gross outlines plans for Guident’s propose...

The UK Investor Magazine was delighted to welcome Bang! Curry Co-Founders Mark Johnson and Shelly Nuruzzaman to the Podcast to discuss Bang! Curry’s current funding round. Find out more about Bang! Curry here. Mark and Shelly outline Bang Curry’s growth plans and their achievements to date.  Bang! Curry has developed an Indian curry kit product tailored to the growing trend of ‘scra...