Alan Green joins the first UK Investor Magazine Podcast of 2022 to discuss the key themes in markets this week and a number of UK equities.The FTSE 100 posted a 4.6% gain in December and started the new year with a bang as it traded above 7,500 to hit pre-pandemic highs.However, today saw markets hit by fears over the hawkishness of the Federal Reserve sending the FTSE 100 below 7,500.We discuss Next after they posted an encouraging trading update in which they raised their forecasts for the year ahead and announced a 160p special dividend. Alan outlines a recent interview he had with ECR Minerals and their recent developments. Power Metal Resources is planning a number of spin-outs including Golden Metal Resources and we take a look at their plans for an IPO in April.  Hosted on Acast. See acast.com/privacy for more information.

We were thrilled to once more welcome Craig Martin, the chairman of Dynam Capital, manager of the Vietnam Holding Investment Trust to the UK Investor Magazine Podcast.Vietnam Holding has had a storming year with 12-month share price performance standing at 95% at the time of recording.This made Vietnam Holding one of the best performing Investment Trusts listed in London this year and has significantly outperformed peers.We discuss the key driving factors behind the trust's success including the strength of the Vietnamese economy and the increasing number of retail investors in Vietnam. There is a deep dive into the investment themes Craig and the team are focusing on, and an exploration of the companies held within the trust. For more information on Vietnam Holding, please visit their website and watch their latest investor presentation on-demand:https://www.vietnamholding.comhttps://ukinvestormagazine.co.uk/video/ Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the UK Investor Magazine Podcast to deliver his top stock picks for 2022.We touch briefly on the economic outlook for 2022 before delving into the companies Alan will be keeping a particularly close eye on next year.Top picks for 2022:Technology Minerals (LON:TM1)Power Metal Resources (LON:POW)Blue Star Capital (LON:BLU)IQE (LON:IQE)Poolbeg Pharma (LON:POLB)Tertiary Minerals (LON:TYM)Special Mentions:Coinsilium (LON:COIN)Cadence Minerals (LON:KDNC)A number of these companies have been discussed in greater detail on the Podcast this year so do check back through for great insight on companies mentioned.  Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast in joined by Kiran Morzaria, CEO of Cadence Minerals. Cadence Minerals is an investor and cornerstone partner in the discovery and development of mineral resources for a sustainable future.The company has a broad portfolio of mining assets targeting Lithium, Rare Earths and Iron Ore.Cadence Minerals is mining investment company rather than a mine operating company. This strategy is designed to reduce the risk of the portfolio, whilst providing a significant level of diversification.Cadence invests in both private and public assets, Kiran outlines their approach for each and outlines a number of their assets. We discuss Cadence's Amapa Iron Ore asset in Brazil, previously owned by Anglo American. We explore the potential of the Amapa mine and the key milestones on the path to unlocking the asset's value. Anglo American's 70% stake in the had previously been valued at $462m. Cadence has a number of Lithium assets and we talk through their stake in European Metals Holdings which operates the Cinovec mine in the Czech Republic. European Metal Holdings is planning to deliver 25,267 tpa lithium hydroxide or 22,500 tpa lithium carbonate into the European battery market from the Cinovec mine. For more information, please visit the Cadence Minerals website: https://www.cadenceminerals.com/ Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the Podcast to discuss key market themes and a selection of UK equities. We kick off with looking at UK housing prices and how the market could develop in 2022.In terms of equities, we discuss Berkeley Group Holdings (LON:BKG), Technology Minerals (LON:TM1), Revolution Bars (LON:RBG) and Conroy Gold (CGNR).Berkeley Group Holdings shares jumped after it announced a 36% increase in revenue. We drill down into the figures and the forces driving higher sales.Technology Minerals is a newly listed company in London specialising on battery metals through a number of projects included mining and recycling. We discuss their projections and plans as a public company.Revolution Bars is one of many companies in the Travel and Leisure sector ready to take off on any certainty on the outlook for COVID.Conroy Gold shares have exploded higher in recent trading sessions, we briefly touch on their operations and what caused the jump.  Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the UK Investor Magazine Podcast for a delve into UK equities and key market themes.We start with looking at the Omicron variant and the volatility impacting UK equities. There is a discussion around whether the volatility should be viewed as an opportunity. As we start December there is always attention paid to the possibility of a Santa Rally. We look at the statistics behind a Santa Rally and what investors can expect based on historical performance.Easyjet was one company heavily hit by news of the Omicron variant and released full year results in the midst of the panic. Shares were of course hit and we look at the merits of shares at current levels. We also discuss Lexington Gold and ECR Minerals. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Chris McVey, Lead Fund Manager at Octopus Investments, to the Podcast for a discussion around UK Income Equity portfolios.In his role as Lead Fund Manager at Octopus, Chris overseas a team dedicated to building UK equity portfolios designed to provide investors with an attractive yield.It is immediately apparent that Octopus are doing things differently. The Multi Cap nature of their income fund, the Octopus UK Multi Cap Income Fund, alludes to a strategy producing one of the best performances among their UK Income peers.The team at Octopus have built an income fund that encompasses a broad range of companies that other managers in the space overlook. These being shares with a market cap of £100m-£1bn, paying a dividend and providing significant opportunity for growth. The portfolio utilises a core/satellite approach to investing that builds income and growth satellites around a selection of core holdings Octopus believes can grow earnings and dividends ahead of the market.The strategy has helped Octopus return a 29.3% performance over the pas year, alongside a very respectable 4.1% yield. Learn more about the Octopus UK Multi Cap Income Fund here:https://octopusinvestments.com/our-products/quoted-funds/fp-octopus-uk-multi-cap-income-fund/ Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is joined by Alan Green to discuss UK shares and leading market themes.We start by drilling down into the latest inflation data and what it means for shares in the medium term given the Bank of England will have little choice but to hike rates in December.The Podcast features two FTSE 100 dividend payers that will be of great interest to UK equity income seekers in Vodafone and SSE.Vodafone now provides not only a very respectable dividend, but after producing a 5% revenue increase in H1, there is a real prospect of capital appreciation. Vodafone rose 5% after the release of their report yesterday and retraced 2% the day after in a weak market.Is the SSE the best play on renewable energy for UK investors looking for a blue chip company? The company has unveiled a progress report that highlights the focus on their renewables strategy with a £12.5bn strategic capital investment. Their plans have seemingly quelled short term fears of a break up pursued by activist investor Elliot.We finally update on Blencowe Resources, including their latest funding round and an overview of their resources. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine is joined by Gavin Williams, Managing Director UK & Ireland, GXO Logistics. The focus of this podcast is to explore supply chain efficiencies through automation and data science.GXO Logistics is a world leader in contract logistics and supply chain management. To deliver increased efficiencies to their clients GXO have developed a modular approach to automation and Gavin explains specific applications being used in the supply chain today. We discuss the current state of the supply chain, the factors causing supply chain issues and how long it may take for shortages to diminish. Thankfully Gavin is confident we'll all be receiving our Christmas presents this year. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the Podcast for an exploration of a selection of UK equities.We discuss Marks and Spencer (LON:MKS), Halfords (LON:HFD), JD Wetherspoon (LON:JDW) and Power Metal Resources (LON:POW).With a backdrop of a Bank of England surprising markets by not hiking rates last week, the focus of this Podcast is UK consumer shares and whether their results reflect the doubts the BoE has on the strength of the UK economy. We question whether M&S recent results are a sign of a turnaround in the business or just a bounce back from the pandemic.JD Wetherspoons saw a 30% drop in Ale sales contributing to an overall 8.9% drop in like-for-like sales as the company highlighted a change in the demographics of their customers.Halfords have enjoyed bumper sales from their auto centres sending shares up over 15%. Hosted on Acast. See acast.com/privacy for more information.