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UK Investor Magazine

Latest episodes

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Apr 28, 2021 • 32min

Are we entering the next chapter for equity markets?

Alan Green joins the Podcast as we digest recent updates from FTSE 100 majors such as BP, WPP, Lloyds and Persimmon.The shares operate in some of the most cyclical industries including commodities, advertising, finance and house building. This broad spread means these companies provide vital insight into the health of the wider economy.While the recent updates from these companies were strong, the FTSE 100 is yet to breach 7,000 with any conviction, highlighting that investors could have already priced in much of the economic recovery to stock markets. We look at whether this signals we are entering the chapter for stock markets.We discuss in detail Corcel (LON:CRCL), Catenae Innovation (LON:CTEA) and Versarian (LON:VRS). Hosted on Acast. See acast.com/privacy for more information.
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Apr 25, 2021 • 18min

ikigai launches first fintech in the UK to combine everyday banking and wealth management in one app

This week Maurizio Kaiser and Edgar de Picciotto, co-founders of ikigai, join the UK Investor Podcast ahead of launching their crowdfunding campaign.With more and more young people getting into investing in the wake of the pandemic, it's never been more important to engage with new investors - especially as millennials are hitting their prime earning and spending years. ikigai is a brand new fintech and the first app in the UK to combine wealth management and everyday banking tools in one place. Here, we discuss their mission and vision for ikigai, how they're helping a growing audience of affluent millennials, and why they're reimagining the future of wealth. In this podcast you'll also hear more about their crowdfunding campaign, launching on Crowdcube and aiming to raise £1.2 million. As a listener, you can also gain exclusive early access to their private phase and become a shareholder in ikigai. Find out more on their crowdfunding page below:http://bit.ly/ikigaicrowdcubeWhen investing your capital is at risk. Hosted on Acast. See acast.com/privacy for more information.
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Apr 22, 2021 • 24min

Kingswood CEO David Lawrence: bullish on post-pandemic wealth management

The UK Investor Magazine was delighted to be joined by David Lawrence, CEO of AIM-Listed Wealth Manager Kingswood Group (LON:KWG).Kingswood Group have made a number of acquisitions in the past twelve months as the company seeks to expand in the UK Wealth Management and Financial Advice sector. More recently, Kingswood have made an exciting acquisition in the United States as they set out to target a new market that has regulatory and cultural similarities. We discuss with David the landscape for financial advice in the UK and highlight some of the problems Kingswood see as opportunities for further growth. In particular, we touch on the digitalisation of wealth management of the financial advice gap that still exists here in the UK. Hosted on Acast. See acast.com/privacy for more information.
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Apr 21, 2021 • 37min

Equity market correlation with Cryptocurrencies could signal further volatility

We record this Podcast on the wake of the debacle around the European Super League so it would be fitting we touch on the subject and briefly ramifications for the sport.The FTSE 100 quietly shed a couple of hundred points at the beginning of the week as investors wavered with crashing cryptocurrencies and fears over rising coronavirus cases on India.There is a question to address in as far as whether the same market forces and investor psychology that drove cryptocurrencies higher are at play in equity markets.We discuss Kavango Resources (LON:KAV), Coinsilium (LON:COIN) and Union Jack Oil (LON:UJO). Hosted on Acast. See acast.com/privacy for more information.
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Apr 7, 2021 • 40min

UK retail investors could be shunning domestic equities at their peril

Recent data from the The Investment Association revealed UK retail investors took a further £1 billion out of UK Equity Funds in February. This means retail investors have removed a total of £18 billion from UK Equity Fund since 2016 and the decision to leave the EU.We question whether Retail investor are simply driven more by sentiment around the UK or misunderstand the composition of UK markets given the significant level of revenue earned outside of the UK by FTSE 100 companies. Whilst investors took cash out of UK Funds they added to Global Funds meaning UK Retail investors may be under exposed to rerating in UK Equity as its lags other major indices that have enjoyed recent rallies.We discuss Ananda Developments (LON:ANA), Kavango Resources (LON:KAV) and Mosman Oil and Gas (LON:MSMN). Hosted on Acast. See acast.com/privacy for more information.
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Apr 1, 2021 • 33min

A Q1 review of UK Equity Markets

Alan Green joins the Podcast as we discuss and review UK Equity Markets in the first quarter of 2021.Despite the FTSE 100 posting gains of around 4% in Q1 2021, London's leading index has traded largely sideways within a range. However markets have experienced bouts of volatility on concerns over COVID-19 and rising bond yields providing plenty of opportunity for positioning for the rest of the year.Travel and Leisure shares were, unsurprisingly, among the top risers in the first quarter alongside those industries that fall into the 'value share' category such as banks, financials and commodities.We touch on the UK's small cap index and explore a number of companies posting strong gains in 2021 before detailed analysis of Echo Energy (LON:ECHO), Cadence Minerals (LON:KDNC) and Trident Royalties (LON:TRR). Hosted on Acast. See acast.com/privacy for more information.
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Mar 26, 2021 • 37min

China could destroy UK equity returns

Alan Green joins the Podcast as news filters through Burberry has been the first British luxury brand to feel the wrath of China over pressure on their human rights abuses. This follows similar action against Nike which sent the sports brand share price spiralling.In a Podcast packed full of commodities companies we look at the potential for China to damage the business model's of FTSE 100 miners who export commodities from Australia to China. China has recently put restrictions on Australian exports and has managed to find alternatives from other neighbours.If they decide to ramp up restrictions as part of a backlash against the West, the impact for the FTSE 100 could be devastating.We discuss Echo Energy (LON:ECHO), Union Jack Oil (LON:UJO) and Caerus Mineral Resources (LON:CMRS) Hosted on Acast. See acast.com/privacy for more information.
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Mar 17, 2021 • 40min

Equity markets, inflation and the growth of NFTs

Alan Green joins the Podcast for a broad ranging discussion around the most pressing factors in financial markets.We look at the equity markets and explore the threat of inflation in the medium term and whether investors should be concerned about a policy mistake by central banks that could derail the current equity market run.NFTs have grabbed headlines in recent weeks as artwork fetched $60 million at a recent auction by Christies. Alan explains the NFT market and ties it in with the operations of a London-listed stock harnessing the wave of interest in digital artwork and collectables. We also discuss Power Metal Resources (LON:POW) and Coinsillium (LON:COIN). Hosted on Acast. See acast.com/privacy for more information.
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Mar 10, 2021 • 32min

Earnings vs Sentiment: key market drivers after the tech sell off

Alan Green joins the UK Investor Magazine Podcast as the UK tech sell of takes a break after a week of declines. We look at the drivers of the recent sell off in the US and try to apply the lessons from the reversal to UK-listed shares.This is a task with many considerations due the sector composition of the leading indices in London and New York. The FTSE 100 dominated by commodities and S&P 500 and NASDAQ heavily weight towards technology meaning their is a sharp contrast in the weighting towards those shares classed as value stocks and growth shares. We also discuss Argo Blockchain (LON:ARB), Tertiary Minerals (LON:TYM) and Conroy Gold (LON:CGNR). Hosted on Acast. See acast.com/privacy for more information.
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Mar 4, 2021 • 32min

Are house builders a stock pickers dream?

Alan Green joins the Podcast to explore the recent moves in the FTSE 100 and we pay particular attention to the house builders following the Budget.With the Stamp Duty holiday being extended and the government guaranteeing 5% mortgages, the market has reacted positively sending the shares of house builders higher.In addition, we question other underlying factors at play in the shares of house builders and how the FTSE 100 could soon become a market for the stock picker.We discuss EQTEC (LON:EQT), Xpediator (LON:XPD) and Mirriad Advertising (LON:MIRI). Hosted on Acast. See acast.com/privacy for more information.

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