Dan Coatsworth and Danni Hewson explore the impact of more weakness in the pound, rising government bond yields and further hikes in interest rates on consumers and businesses in the months ahead.
They explore the fierce market reaction to the UK Government’s mini-Budget, why the Bank of England has stepped in to stop gilt yields getting worse, and why the IMF is not best pleased at Liz Truss and Kwasi Kwarteng’s policy decisions.
Dan explores the large number of chief executives who have quit FTSE 100 companies this year. And this week’s guest is Joe Bauernfreund who runs the AVI Japan Opportunity Trust. He talks about investing in Japan and how he takes an activist approach as a fund manager.
Magnificent Seven disappointment rattles markets, sub-4% mortgages return and a new direction for Reckitt
Investing in gold, tech sector sell-off, and a fund manager’s take on housebuilders, EasyJet and ITV
Barclays spending data, housebuilder updates, US Q2 results preview, and why PageGroup’s profits warning matters
UK stocks soar on election landslide, Fed comments excite markets again, Nike’s big stumble
Investment Trust show #6: Tech sector, activist investors and the outlook for property
A-Z of pensions, Nvidia and big tech’s rollercoaster week, Shein IPO and investing in Asia
Inflation hits target, Nvidia’s market surge, political promises unveiled, and making UK markets more attractive
What the election manifestos mean for your money, Apple Intelligence and Raspberry Pi’s IPO pop
Deferring the state pension, retail sector recovery and the art of investing in smaller companies
Investment Trust show #5: Why certain investment trusts trade at a discount, City of London deep dive and trusts versus funds
Royal Mail deal completes first hurdle, global markets pull back and why state pensions are back in the news
General election market reaction, UK inflation, Nvidia's surge, FCA targets finfluencers and the future of the UK ISA
Meme stock revival, better deals for gas and electricity, and concerns around ultra-long mortgages
Disney, Wetherspoons, Apple, housing outlook and mining opportunities
Investment trust show #4. Finding bargains, role of the board, Ruffer deep-dive and why the regulator is looking at private equity
FTSE keeps fizzing despite Fed rate stall, and why HMRC is paying back a record amount for overcharging on pension withdrawals
Record-breaking UK stock market, Tesla on the comeback trail, helping first-time buyers get on the property ladder
Taylor Swift scams, Royal Mail takeover and latest twist to Woodford scandal
US path to pivot takes a detour, UK “financial lives” improve and is China still investible?
Disney fights off activist investor, everything about the new British Savings Bond, and a stark warning for the UK stock market
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