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Simon Rose

The Financial Outlook for Personal Investors: BP & JP Morgan European Discovery Trust

Simon Rose
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The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: BP & JP Morgan European Discovery Trust
Neil Shah of Edison Group feels BP is going through a transformation under a new management team although, like Rolls Royce, it will take time to gain traction. Reducing debt will make the company a less risky business but it is a key income provider with a progressive dividend policy and a secure income stream so its 6.5% yield is attractive. J P Morgan European Discovery Trust is indicative of the greater confidence in European economies where interest rates have stabilised. The fund has pivoted away from sector bets to stock selection and has an impressive record of finding small companies that prove to be big winners.
Guest:

Neil Shah

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Gavin Oldham

The Financial Outlook for Personal Investors: CNBC's Squawk Box comment following the UK welfare climbdown

Gavin Oldham
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: CNBC's Squawk Box comment following the UK welfare climbdown
With Simon Rose enjoying a well-earned break this week, we bring you CNBC's Squawk Box Europe comment on the challenges for long-dated UK bond yields following the Government's climbdown on its welfare bill, courtesy of Capital Economics.
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Simon Rose

The Financial Outlook for Personal Investors: Foxtons & Record plc

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Foxtons & Record plc
Chloe Wong Yun Shing of Edison Group looks at London estate agency Foxtons, which operates in lettings, sales and financial services. It has 6% of the market and expects to move beyond London through acquisitions. It is pivoting towards lettings, which will reduce cyclical volatility. Edison's analysts feel the shares are only half their fair value. Record plc is a specialist asset manager for institutions focussing on currency and derivative management. While full year results saw a drop in revenue and profits, assets under management remained solid at over $100m. It's a cash-generative business with no debt and a yield of 8% supports the shares.
Guest:

Chloe Wong Yun Shing

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Simon Rose

The Financial Outlook for Personal Investors: Market reaction to the Middle East conflict

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Market reaction to the Middle East conflict
Russ Mould of A J Bell, declaring himself no expert in geopolitics, is suprised that markets have not put a bigger risk premium on oil in the past few days. Clearly investors are hopeful that there is not going to be a major escalation. He discusses the rise in the gold price, up 46% in a year in dollar terms, pointing out how expensive it is historically compared to oil and various other commodities. Those investors who fear inflation will probably take a different view on how to structure their portfolios than those who are more worried about a slowdown, recession or even debt deflation.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Chemring & Avon Technologies

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Chemring & Avon Technologies
Finlay Mathers of Edison Group looks at two companies benefitting from increased spending on defence. After some problems last year, Chemring now has a £1.3bn record order book. The company mainly focusses on counter measures and its recent results were very positive. Avon Technologies specialises in military headgear and respiratory equipment. 50% of its revenue comes from the US Department of Defense. Although profitability had been under pressure following an acquisition, the company is seeing higher than expected growth and things look very satisfactory.
Guest:

Finlay Mathers

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Simon Rose

The Financial Outlook for Personal Investors: Financials and banks

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Financials and banks
Russ Mould of A J Bell points out that financial stocks have been performing really well of late, partly because things have been boring for them, with nothing untoward happening, while the yield curve is working in their favour. Banks will benefit from supply chains being brought home. They're difficult for private investors to analyse and there's a risk of performance chasing but, if they generate double-digit returns, there could be more to go. Russ highlights the banks value investors might favour and those offering decent yields, especially the big banks, which are also engaged in buybacks.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Baillie Gifford investment conference

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Baillie Gifford investment conference
Chloe Wong Yun Shin of Edison Group highlights two of the Baillie Gifford funds that presented at the company's recent conference. The US Growth Trust's manager is still very excited about American companies. They are very volatile, so patience is crucial, but the fund remains a conviction investor, in it for the long term. The Schiehallion Fund specialises in later stage private businesses, particularly those capable of transformational growth. Ever more businesses are staying private longer. In the US 87% of companies with over $100m revenue are private. The Fund is aiming to list on the main UK market in the first quarter of 2026.
Guest:

Chloe Wong Yun Shing

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Simon Rose

The Financial Outlook for Personal Investors: Why silver could be of interest

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why silver could be of interest
Fixed interest investors, says Russ Mould of A J Bell, are concerned that Trump's "Big Beautiful Bill" will add to the US's current $36 trillion debt pile, with debt interest already accounting for a fifth of the US tax take. Things that serve as hedges against inflation, stagflation or policy error, such as gold, are rising again. Is silver – challenging the $33-an-ounce level again – being unduly overlooked? A recent bid could mean many miners are undervalued, particularly given the conductive metal's many uses in the move to net zero and the fact that demand has outstripped supply for the last five years. As the price climbs, so the miners become more profitable and nervous investors may find silver worth considering.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: How two tech funds view the AI revolution

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How two tech funds view the AI revolution
Finlay Mathers and Neil Shah of Edison Capital discuss two tech funds heavily involved in AI. Polar Capital's successful Technology Fund has recently shifted massively into the field, with an 80-90% exposure to AI. Focussing on the middle section of the company life cycle, its managers say that AI is on an exponential curve, much like the development of early skyscrapers. Molten Ventures is a publicly-quoted VC fund concentrating on early stage AI, with exposure to R&D and startups. It has plenty of cash ready for seizing interesting opportunities. Both managers consider AI not to be a trend, but a fundamental shift in technology.
Guest:

Finlay Mathers

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Simon Rose

The Financial Outlook for Personal Investors: How tariffs and trade deals affect the market and companies

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How tariffs and trade deals affect the market and companies
Russ Mould of A J Bell explains that markets are hoping that trade deals might be in the offing to reduce the effect of President Trump's tariffs. It is too early to tell if this is a triumph of hope over expectation or if the UK will be one of the first companies to strike a deal with the US and reduce the effect of tariffs. Russ goes through some of the companies which have explained how they will be affected by American tariffs and which might benefit from the Indian trade deal.
Guest:

Russ Mould

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