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UK Investor Magazine

Latest episodes

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Nov 30, 2024 • 22min

Investment Trust discounts, benefits versus funds and ETFs, and sector trends with Winterflood’s Emma Bird

The UK Investor Magazine was delighted to welcome Emma Bird, Head of Investment Trusts Research at Winterflood, to lift the lid on the UK Investment Trust space.Visit Winterflood Fund Insight here.This podcast, which drills down into the fundamental factors at play in the Investment Trust space, is a must-listen for investors.We start by looking at narrowing in Investment Trust discounts, particularly in private asset trusts, and the factors driving share price gains against NAVs.Emma highlights particular sectors that offer value on a discount and income basis compared to the wider Investment Trust universe.We explore some individual Investment Trusts that emerged as winners from the US election as investors positioned for President-elect Trump’s policies.Emma concludes by outlining why investors should consider Investment Trusts over OEICs, Unit Trusts and ETFs. Hosted on Acast. See acast.com/privacy for more information.
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Nov 28, 2024 • 21min

A dependable, diversified, and differentiated approach to UK Equity Income with Murray Income Trust

The UK Investor Magazine was delighted to welcome Charles Luke, Manager of the Murray Income Trust, to the podcast to explore the trust’s investment strategy and the factors driving investor returns.Charles outlines their approach to UK Equity Income, centring around the ‘Three Ds’: dependability, diversification, and differentiation.The Murray Income Trust retains over 50% of dividend revenue for consistent growth. The Murray Income Trust is a true dividend hero, continually increasing dividends for 51 years and yielding 4.7%.Charles details recent additions to the portfolio and shares what excites him the most about being a UK Equity Income manager over the coming 12 months.Find out more on the Murray Income Trust website Hosted on Acast. See acast.com/privacy for more information.
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Nov 26, 2024 • 17min

Accelerating adoption of Autonomous Vehicles and exceeding expectations in Generative AI with Tekcapital

The UK Investor Magazine was delighted to welcome Tekcapital CEO Dr Clifford Gross back to the podcast to run through the latest developments for portfolio companies.We discuss Guident’s latest update and the accelerating growth opportunity in Autonomous Vehicles as Elon Musk joins Donald Trump’s administration. Cliff touches on the Guident IPO and what investors should expect in 2025.Cliff shares Tekcapital’s views on GenIP’s progress and whether the Generative AI company has met or exceeded expectations.We finish with a summary of recent Innovative Eyewear and Belluscura developments/. Hosted on Acast. See acast.com/privacy for more information.
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Nov 22, 2024 • 35min

Nvidia, BP, Bitcoin, and UK Banks with Marc Kimsey

The UK Investor Magazine was delighted to welcome Marc Kimsey, Director at F&O Research, back to the podcast for a deep dive into a range of US and UK equities.Download Market Navigator Pro View and Chartist IdeasWe start with a look at macroeconomics and geopolitics before moving on to individual shares.We discuss Nvidia results and the implications for the wider equity market. The reaction in shares was fairly muted, but Nvidia still holds the key to the entire AI-related rally.Marc explores UK shares BP, Barclays, and Natwest. Oil prices have weighed on BP and we question how long the softness in BP can last. Hosted on Acast. See acast.com/privacy for more information.
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Nov 12, 2024 • 15min

The Evolution of UK Venture Capital and University Technology Transfer with GenIP’s Prof. David Gann CBE

The UK Investor Magazine was thrilled to welcome Professor David Gann CBE, Non-Executive Director of GenIP, to the podcast for an insightful conversation around technology transfer, UK startups and Generative AI.Professor David Gann OBE explains the strides forward the UK’s venture capital industry has made over the past 20 years and the critical relationship between venture capital and University technology transfer offices.Drawing on his experience as Chair of UK Industrial Fusion Solutions, Non-Executive Director of VenCap and previous position as the Chair of the UK Atomic Energy Authority, David provides deep insight into the UK’s strengths in innovation and how technological discoveries are commercialised. Hosted on Acast. See acast.com/privacy for more information.
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Nov 8, 2024 • 26min

US election and UK budget: a tactical approach to US and UK equities with Marc Kimsey

The UK Investor Magazine was thrilled to welcome Marc Kimsey, Director of F&O Research, for a deep dive into US and UK equities in the wake of the US election and UK budget.The US election and UK budget have deep consequences for equities. Marc explores the biggest winners and losers from the most significant risk events of 2024.We discuss UK equities touching Barclays, Lloyds, Vistry, and Taylor Wimpey.Our conversation explores whether the FTSE 100 shares should just be considered an income play or whether there are any hopes of growth for the index. Hosted on Acast. See acast.com/privacy for more information.
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Oct 31, 2024 • 16min

MicroSalt’s Low Sodium Revolution and Leading the Safety Smart Eyewear Market with Tekcapital

The UK Investor Magazine was delighted to welcome Clifford Gross, CEO of Tekcapital, back to the Podcast for a run-through of the latest developments for portfolio companies.We welcomed Clifford to the Podcast just a couple of weeks ago to catch up on recent progress. However, after sharp moves this week in Innovative Eyewear and MicroSalt, we asked Clifford back on the podcast to provide further details about the factors driving the reratings in shares.We discuss the broad adoption of low-sodium products and the tailwinds for MicroSalt. We finish by running through Innovative Eyewear’s latest launch: safety smart eyewear. Hosted on Acast. See acast.com/privacy for more information.
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Oct 24, 2024 • 10min

Exploring GenIP’s AI models and enhancing research organisations’ technology transfer with Melissa Cruz

The UK Investor Magazine was delighted to welcome Melissa Cruz, CEO of GenIP, back to the podcast to discuss the Generative AI analytics company’s technology and the real-world benefits of its services.We start by discussing technology transfer from research organisations to commercialisation, highlighting leading companies such as Google and Paypal, which started life as university discoveries.We explore the value created by technological discoveries and how GenIP is helping more of these innovation reach full commercialisation.Melissa provides deep insight into GenIP’s AI models and what differentiates them from existing services like ChatGPT. Hosted on Acast. See acast.com/privacy for more information.
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Oct 16, 2024 • 14min

Generative AI, London IPOs, and ‘blockbuster’ MicroSalt newsflow with Tekcapital’s Clifford Gross

The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, to the podcast for a comprehensive look at recent portfolio company developments. Tekcapital is a technology investment company listed on London’s AIM investing in university technology with large addressable markets.We start with discussing the GenIP IPO and the strong level of orders the company has enjoyed since launching Generative AI services. Clifford moves on to provide an update on progress at smart eyewear portfolio company Innovative Eyewear and what investors can expect in the near future.Investors will be interested to hear MicroSalt could be making significant announcements about their B2B business in the comings months. This was just a suggestion and isn’t guaranteed, but there seems to be something bubbling away with potentially ‘blockbuster’ news on the horizon.We touch on Guident and Belluscura before the Tekcapital CEO outlines what excites the company the most about the year ahead. Hosted on Acast. See acast.com/privacy for more information.
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Oct 9, 2024 • 32min

The future of UK solar and substantial shareholder distributions with NextEnergy Solar Fund

The UK Investor Magazine was thrilled to welcome Stephen Rosser, Investment Director and UK Counsel at the NextEnergy Capital, the manager of the NextEnergy Solar Fund, to the podcast for a comprehensive update of this year’s progress.Explore the NextEnergy Solar Fund in the UK Investor Magazine Investment Trust CentreThe big attraction to the trust for investors is the 10% dividend yield and we give the dividend policy and outlook the attention it deserves.Before that, Stephen provides a comprehensive overview of the trust and its assets, explaining the key growth opportunities in solar.The NextEnergy Solar Fund has over 100 solar assets with a capacity of 980MW making it a vital contributor to the UK’s target of 70GW capacity by 2035. Hosted on Acast. See acast.com/privacy for more information.

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