

UK Investor Magazine
UK Investor Magazine
The UK Investor Magazine provides analysis and insight into the world of investing, covering shares, funds, private equity and alternatives. Hear from UK-listed business leaders and the professionals at the forefront of the UK investment industry. Hosted on Acast. See acast.com/privacy for more information.
Episodes
Mentioned books

Nov 17, 2025 • 10min
The Smarter Web Company: compounding the utility of Bitcoin ownership
Jesse Myers, Bitcoin Strategy Consultant of The Smarter Web Company, joins Jeremy Naylor as part of the UK Investor Magazine Aquis Showcase Series running up to the event on 19th November.Please register for the Aquis Showcase here using the code ‘UKINVEST’ for a 20% discountThe Smarter Web Company provides web design, development and online marketing services on a subscription model, comprising an initial setup fee, annual hosting charges and optional monthly marketing fees. The business has identified opportunities to expand these core service offerings to its existing client base.Beyond organic expansion, The Smarter Web Company is pursuing a strategic acquisition programme to increase its client portfolio and recurring revenue streams. Management will evaluate potential acquisitions on a selective basis, proceeding only when market conditions and strategic fit align with their objectives. Hosted on Acast. See acast.com/privacy for more information.

Nov 11, 2025 • 15min
Newbury Racecourse: building income streams beyond the track
Shaun Hinds, CEO of Newbury Racecourse, joins Jeremy Naylor as part of the UK Investor Magazine Aquis Showcase Series running up to the event on 19th November.Please register for the Aquis Showcase here using the code ‘UKINVEST’ for a 20% discountNewbury Racecourse, established in 1904, has been publicly listed since 1982.The venue hosts 28 horse racing fixtures annually across National Hunt and Flat racing, supplemented by additional meetings allocated by the British Horseracing Authority. Beyond racing, the company runs conferences, exhibitions and events, whilst also operating The Rocking Horse Nursery (accommodating over 150 children up to age four) and a 36-bedroom on-site hotel.It also owns the freehold on 13 apartment blocks around the track. Hosted on Acast. See acast.com/privacy for more information.

Nov 9, 2025 • 20min
AI jitters, the Budget playbook and FTSE 100 housebuilders with Tradu
Join us for an insightful conversation with Russell Shor, Senior Market Strategist at Tradu, as we delve into UK interest rates, the bond market, the FTSE 100, and the gyrations in US AI stocks.Find out more about Tradu here.In this episode, we dive deep into the Bank of England’s latest interest rate decision and its unexpected implications, explore the potential trajectory of the BoE’s rate cuts heading into the next meeting, and analyse what the GBP/USD pair’s immediate reaction signals about currency markets.Russell shares his expert perspective on critical questions shaping investment strategies: Is the current budget a bond market narrative or something more nuanced? Could the FTSE 100 reach the psychological 10,000 milestone before Christmas? We also examine growing concerns about AI’s impact on the US dollar and break down Palantir’s dramatic market reaction.Looking to the year-end, Russell outlines where he sees the biggest trading opportunities, offering actionable insights for traders. Hosted on Acast. See acast.com/privacy for more information.

Nov 6, 2025 • 17min
Time to Act: building exciting cleantech and renewables SMEs
Chris Heminway, Executive Chairman of Time to Act, joins the UK Investor Magazine as part of the Aquis Showcase Series running up to the event on 19th November.Please register for the Aquis Showcase here using the code ‘UKINVEST’ for a 20% discountTime to Act is an Aquis-listed aggregator platform that builds and acquires businesses in the SME cleantech and renewables engineering sector. Operating under a “Best Owner” principle, Time to Act provides patient-to-permanent capital and strategic support to early and later-stage companies, filling a gap left by the VCT industry.The platform combines a lean corporate structure with capable business-level management teams, offering portfolio companies access to strategic planning, commercialisation advice, financial expertise, and technology support. Unlike traditional funds, Time to Act operates as a hands-on business operator focused on long-term value creation. Hosted on Acast. See acast.com/privacy for more information.

Nov 5, 2025 • 29min
The case for high-quality UK smaller companies with Rights & Issues Investment Trust
In this episode, we sit down with Matt Cable, Fund Manager at Rights & Issues Investment Trust, to explore his investment strategy and approach to UK smaller companies.Find out more about the Rights & Issues Investment Trust here.Matt discusses what sets his fund apart from peers, the practical implications of being style agnostic, and his views on the UK economy and emerging opportunities.We look at the trust’s dividend and whether its 3% yield is by design or a byproduct of selecting high-quality UK small and mid-cap companies.We also cover his confidence amid the recent wave of IPOs, allocation themes within the portfolio including recent additions, and what it means to manage a UK smaller company fund in today’s market environment. Hosted on Acast. See acast.com/privacy for more information.

Oct 24, 2025 • 17min
Pioneering sustainable printed electronics and conductive silver inks with Ail Arian
The UK Investor Magazine was thrilled to welcome Dr James Claypole, founder of Ail Arian, to discuss the sustainable printed electronics pioneer’s technology and its current funding round.Ail Arian is revolutionising printed electronics with patented, recyclable silver conductive inks that achieve a 94% recovery rate.Find out more about Ail Arian here.The company addresses critical sustainability challenges in the electronics industry—precious metal depletion and stringent environmental regulations—while helping manufacturers drastically cut CO2 emissions and manufacturing waste.Their innovative design-for-recycling approach creates the first circular ecosystem for printed electronics. This enables customers to reduce e-waste, comply with emerging legislation like ESPR and PPWR, and meet ESG commitments.The global conductive inks market, valued at $2.73B in 2023, is projected to reach $3.98B by 2032. Ail Arian has already developed a working MVP with positive early customer feedback and secured key development partnerships through signed MOUs.As a CleanTech StartUp of the Year Finalist 2025, they’re positioned to capture market share by selling sustainable silver inks while allocating investment toward R&D and marketing to scale their circular manufacturing solution. Hosted on Acast. See acast.com/privacy for more information.

Oct 23, 2025 • 21min
UK budget, AI valuations, and undervalued FTSE sectors with Saxo’s Neil Wilson
The UK Investor Magazine was delighted to welcome Neil Wilson, Investor Strategist at Saxo UK, to discuss global equity markets and key near-term events.The discussion begins by examining the Bank of England’s monetary policy constraints and whether rate cuts can deliver meaningful market impact, given current inflation rates.The conversation then turns to global equity valuations, questioning whether elevated price levels represent a genuine concern or simply reflect the natural progression of market appreciation.This leads into artificial intelligence, weighing whether the sector is experiencing a speculative bubble or if current valuations can be justified by future earnings.We look at the current US earnings season, highlighting standout companies and the key takeaways.With the FTSE 100 trading near record highs, we explore which sectors present the most compelling value opportunities for UK investors.Neil provides his view on the gold rally and whether it can be sustained. Hosted on Acast. See acast.com/privacy for more information.

Oct 16, 2025 • 21min
What zero-commission trading means for you and the wider market with Tradu
The UK Investor Magazine was delighted to welcome Brendan Callan, CEO of Tradu, back to the podcast to explore what zero commission trading means for individual traders and the market as a whole.Find out more about Tradu here.Zero-commission trading is breaking down barriers for retail investors and making financial markets more accessible to everyone seeking to secure their financial futures.We explore the pros and cons of zero-commission and the practices investors should be aware of.Brendan discusses Tradu’s approach to zero-commission trading and the values that guide their offering for traders and investors. Hosted on Acast. See acast.com/privacy for more information.

Oct 14, 2025 • 15min
UK urban mining growth strategy and the AI infrastructure supply chain with Majestic Corporation
The UK Investor Magazine was delighted to welcome Krystal Lai, Head of Communications at Majestic Corporation, back to the podcast to discuss the Urban Miner’s recent half-year report and plans for growth through 2025 and 2026.We discuss revenue fluctuations, margin expansions, and how the firm is dealing with trade tensions. The conversation addresses the tariff headwinds that have challenged the industry and examines whether stabilisation is finally on the horizon.Majestic has boldly reiterated its ambitious target: 100,000 tonnes of processing capacity by 2030. How will they get there? We discuss the Wrexham expansion and intensified UK sales efforts that are paving the way. The UK market has clearly captured Majestic’s attention, and we explore exactly what makes it so attractive.There’s also an exciting dimension to the company’s growth strategy. Majestic is increasingly focused on AI infrastructure supply chain, positioning itself to benefit from the AI boom. What does this mean for future revenues? Krystal shares Majestic’s perspective on this rapidly evolving opportunity and reveal what investors should be watching for during the remainder of 2025. Hosted on Acast. See acast.com/privacy for more information.

Oct 7, 2025 • 32min
The UK property market and FTSE 100 housebuilders with Jeremy Naylor
We discuss the UK property market and explore what the future could hold for FTSE 100 housebuilders.Conscious of being overly political, we analyse the key drivers of the UK property market, touching on government policy, supply and demand dynamics and the immediate outlook for the market.We frame our conversation around the market opportunity for FTSE 100 housebuilders, examining current share prices and where they may be headed next. Hosted on Acast. See acast.com/privacy for more information.


