UK Investor Magazine

The UK Investor Magazine is joined by Alan Green for a deep dive into a selection of UK equities and key market themes. We start by looking at recent macroeconomic developments and what they mean for markets. The FTSE 100 has slipped on debt ceiling fears and was staging a minor relief rally on news the House of Representatives had approved a deal. We look at UK house prices and the implications f...

The UK Investor Magazine was thrilled to be joined by Challenger Energy Group CEO Eytan Uliel and Uruguay Managing Director Randy Hiscock. Eytan and Randy provide a comprehensive overview of the recent developments at Challenger Energy Group. The focus is on their Uruguay asset which could yield as much as 1-2 billion barrels of oil. This would make the project a world-class asset. Our discussion...

The UK Investor Magazine was thrilled to be joined by Marc Kimsey, Head of Equities at Frederick and Oliver, for a comprehensive look at tactical positioning in global stocks. Marc takes a tactical approach to markets and individual equities and we discuss how positioning has evolved since our last Podcast. We discuss the main macro drivers of stocks currently before moving onto sectors and indivi...

The UK Investor Magazine was thrilled to be joined by Nalaka De Silva, Head of Private Market Solution at abrdn. Nalaka is responsible for developing and implementing strategies across the Private Markets spectrum. This includes investments across Private Equity, Infrastructure, Real Estate, Natural Resources and Private Credit on a global basis. The abrdn Diversified Income and Growth Trust provi...

The UK Investor Magazine Podcast with Gaurav Narain, Co-Head Equities at Ocean Dial Asset Management, for a deep dive into Indian growth equities. Find out more about the India Capital Growth Fund. Gaurav Narain manages the India Capital Growth Fund (LON:IGC), a growth-focused India equity investment trust. The trust has rallied 228% over the past three years. We explore the main drivers behind th...

Alan Green joins the Podcast as we delve into a selection of UK equities and key market themes. We discuss: Rolls Royce (LON:RR) Golden Metal Resources (LON:GMET) Truspine (LON:TSP) Rolls Royce shares have had a sterling start to 2023. We take a look at their Q1 2023 update and review their guidance. Alan provides his view on shares going forward. Golden Metal Resources listed this week raising ju...

The UK Investor Magazine was thrilled to welcome Datasite’s Merlin Piscitelli to explore London as a destination for companies seeking a listing. We start with a rundown of the key considerations for companies when accessing whether London is the best financial centre for their IPO. Merlin makes comparisons to New York, and European and Asian centres, highlighting how London needs to up its game t...

The UK Investor Magazine was joined by Alan Green for our regular instalment of UK equities and key market themes. We discuss: Lloyds (LON:LLOY) URA Holdings (LON:URAH) Seed Capital Solutions (LON:SCSP) Lloyds profits jumped as a result of higher interest rates and lower-than-expected impairment charges. The share price was ebbing away during the recording of this Podcast, we look at possible reas...

The UK Investor Magazine was thrilled to welcome Alan Gauld, Lead Portfolio Manager of the abrdn Private Equity Opportunities Investment Trust, for a deep dive into private equity markets and the opportunities ahead in 2023. Find out more about abrdn Private Equity Opportunities Investment Trust here. We start with an overview of the private equity market and address the question – why should priv...

The UK Investor Magazine Podcast was thrilled to welcome Will Fraser-Allen, Managing Partner at Albion Capital, for a deep dive into Venture Capital Trusts (VCTs). Find out more on Albion Capital’s website here. Albion Capital reached the milestone of £1 billion in assets under management due to another strong fundraising round in the 2022/23 tax year. Will provides vital insight into the benefits...

The UK Investor Magazine was delighted to welcome Cadence Minerals CEO Kiran Morzaria for a dedicated Q&A session. The sheer number of questions from investors at the recent virtual conference meant we were unable to deliver all of them to Kiran on the day. We ensure those questions are put to the Cadence Minerals CEO on this Podcast. We cover: Evergreen Lithium’s IPO Evergreen’s assets The wi...

The UK Investor Magazine was delighted to have Alan Green back on the podcast after a brief hiatus. We delve into key market themes and three UK equities. UK inflation remains above 10% and presents the Bank of England with a problem. Hike rates to fight inflation and risk the negative economic consequences of higher rates. Or, hold off and risk soaring prices in a cost-of-living crisis. We discus...

The UK Investor Magazine Podcast was thrilled to be joined by Michael Stroev COO and Head of Product at Nebeus. Nebeus is the banking alternative for Web 3.0, bridging traditional banking and digital assets in one app. Since 2020, Nebeus have doubled their users, reaching over 130K, and processed over €49M worth of money and digital asset transactions in 2022. The Nebeus app allows seamless transa...

The UK Investor Magazine Podcast was thrilled to welcome Michael Field, CFA, European Market Strategist at Morningstar. We take a deep dive into the European equity market and explore the opportunities identified by Michael Field’s European equity team. Get Morningstar’s European Top Picks & Outlook for Q2 Our conversation starts with the key macro considerations before progressing to individu...

The UK Investor Magazine was thrilled to welcome Ian Lance, Portfolio Manager at Temple Bar Investment Trust, for a deep dive into their trust and UK equities. Temple Bar Investment Trust managers Ian Lance and Nick Purves have dedicated their careers to seeking out undervalued UK equities. We discuss how this approach has performed over the past 100 years and how value investing has outperformed...

The UK Investor Magazine was thrilled to welcome Jeff Tweedy, CEO at Plant Health Care, for a deep dive into the food sustainability company. Plant Health Care has developed a suite of products which help boost crop yields by protecting them against the environment and parasites such as nematodes.  Jeff details products including  Harpin aß  and  Saori  exploring the deman...

The UK Investor Magazine Podcast is joined by Marc Kimsey, Head of Equities at Frederick& Oliver, for dissection of the SVB-induced volatility and the opportunities and pitfalls presented by the current environment. We start with looking at the drivers of the recent volatility and explore the implications of SVB’s failure and how UK markets could be impacted going forward. With the FTSE 100 at...

The UK Investor Magazine Podcast is joined by Alan Green as we delve into market gyrations in the wake of SVB’s failure. We also discuss a number of UK equities. We discuss: HSBC (LON:HSBA) Power Metal Resources (LON:POW) Tekcapital (LON:TEK) HSBC has stepped in to buy SVB’s UK arm and provide certainty to their deposit holders. This has avoided immediate contagion but investors a still clearly un...

Alan Green joins the UK Investor Magazine Podcast for our regular instalment of companies and markets. This week, we discuss: Travis Perkins (LON:TPK) Cadence Minerals (LON:KDNC) Kavango Resources (LON:KAV) We start with exploring the current FTSE 100 trading range and whether a break to the upside, or downside, is more likely. The first company we discuss is Travis Perkins and their full year res...

he UK Investor Magazine Podcast was thrilled to welcome Daniel Major, CEO at GoviEx Uranium, for a deep-dive into uranium market dynamics and progress at GoviEx’s Madaouela and Muntanga projects. Register for GoviEx Uranium’s Investor Presentation 9th March here. Daniel provides a comprehensive overview of the global uranium market detailing the influences on both supply and demand, as well a...

Alan Green joins the UK Investor Magazine Podcast for a deep dive into a selection of UK equities and the key market themes.  We discuss: NatWest (LON:NWG) Tekcapital (LON:TEK) Logistics Development Group (LON:LDG) NatWest shares fell on Friday after the UK bank’s profit before tax grew to £5.1bn in 2022 from £3.9bn in the year prior. However it was their outlook that worried investors. We ru...

The UK Investor Magazine Podcast is once more joined by Marc Kimsey, Head of Equities at Frederick & Oliver, for deep dive into his tactical approach to FTSE 100 and global stocks. We start with a review of Frederick & Oliver’s top picks for 2023 and the factors driving returns. The conversation moves on to some individual names and sectors that have rallied sharply in the first months of...

The UK Investor Magazine was delighted to be joined by Alan Green for our weekly instalment of UK equities and discussion around key market themes. Register for UK Investor Magazine Virtual Conference We discuss: Barratt Developments (LON:BDEV) BP (LON:BP) Deltic Energy (LON:DLT) ECR Minerals (LON:ECR) We start by looking at the UK economy and a Think Tank prediction a UK recession will now be avo...

The UK Investor Magazine was thrilled to welcome David Storm, Chief Investment Officer for British Isles and Asia at RBC Wealth Management.  David provides a comprehensive assessment of the global economy before discussing RBC’s approach to capital allocation.  We start with an exploration of the current macro environment and discuss how deglobalisation is impacting growth due to supply-...

The UK Investor Magazine Podcast was thrilled to welcome Fiinu (LON:BANK) for a deep-dive into their innovative FinTech products with a significant underserved market in the UK. We were joined by CEO Chris Sweeney and Founder Marko Sjoblom to explore their journey from gaining a banking license from FCA and PRA to listing Fiinu on London’s AIM. Fiinu joins a limited number of companies such as Mon...