UK Investor Magazine

The UK Investor Magazine Podcast is joined by the Chief Investment Officer of GXO, a company spun-out from XPO Logistics. GXO is set to list on the NYSE in the third quarter 2021 and drive forward with the Contract Logistics division of the business.Having investment heavily in technology for years, GXO accounted for 38% of overall XPO Logistics revenue in 2020 and will be a logistics power house in it's own right on completion of the spin-out. Mark Manduca discusses the drive behind the spin-out as well as the adoption of automation and robotics within logistics. GXO are heavily focused on ecommerce and the requirement to provide efficiencies to their clients has pushed GXO to innovate their processes through automation. XPO Logistics in conjunction with Nestle built the UK's first fully digital warehouse harnessing robotics and automation. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the Podcast for our weekly instalment of markets and UK equities.This Podcast starts by looking at Bitcoin and the factors driving the recent selloff. China has implemented restriction on Bitcoin that sent the price spiralling and we look at both side of the argument around whether now is a time to buy. We explore Berkeley Group Holdings (LON:BKG) after the company updates the market on a bumper 2020 where the South East focused house builder managed to grow their top line despite the pandemic. However, shares in the London-listed company fell in the immediate aftermath and we question whether investors were simply expecting too much from the company, or were nerves around a slowdown in the wider housing market driving sentiment.Rightmove said they saw house prices rise 0.8% in June, down from 1.8% in May.We also discuss Mosman Oil & Gas (LON:MSMN) and Altona Energy (LON:ANR). Hosted on Acast. See acast.com/privacy for more information.

We once more welcome Alan Green back to the UK Investor Magazine Podcast for our weekly exploration of UK equities and global markets.UK inflation was today's topic of discussion before we drilled down into BP (LON:BP), Blue Prism (LON:PRSM) and Karelian Diamonds (LON:KDR).UK inflation rose to 2.1% in May as fuel, recreational goods and clothing helped prices higher as the economy reopened. A reading of 2.1% is marginally above the Bank of England's target rate of 2% but with signs prices could elevated, there may be concerns in some corners of the market that it will force the BoE to hike rates in an economy not fully recovered from the pandemic.As a gauge of the market's feeling around potentially higher rates in the future, GBP/USD spiked higher by 40 points to GBP/USD 1.4120 in immediate reaction, before falling back. Fuel prices rose 17% year-on-year, the biggest jump since 2017 as oil prices continued their march higher. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is joined by CEO and Founder of Orbital Machines, Eivind Liland. Orbital Machines is solving a major pain point for the micro launcher industry, building scalable electric motopump systems, ready to be implemented into aerospace and space applications. The Norwegian based company is providing an electric based solution for smaller launches in an overall private space industry that is estimated to worth $1.4 trillion by the 2030s. Although Orbital Machines are setting their sights on electric propellant pumps initially, Eivind outlined where he sees the business evolving with other components for rockets such as sensors and connectivity facilitators so rocket makers do not have to build everything from scratch. Eivind discusses what Space travel could look like in the future, including the need to produce propellant in space. He mentions his interest around mining in space and travel to further reaches of the solar system to sustain humanity.Orbital Machines are currently overfunding at Seedrs. Check out their campaign at Seedrs.com now: https://www.seedrs.com/orbital-machines Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is joined by Craig Martin, Chairman of Dynam Capital, manager of the Vietnam Holding (LON:VNH) Investment Trust. Vietnam was Asia's fastest growing economy in 2020, expanding 3%, so it is fitting Vietnam Holding was the best performing London-listed Investment Trust in May in terms of Net Asset Value. Vietnam's economy is becoming increasingly digital with many Vietnamese using smart phones for digital transactions, but with around 60% of the population still unbanked, there is significant opportunity for greater adoption as the middle class grows. Vietnam Holding provides exposure to the evolution in the Vietnamese economy through banking shares, but also steel and construction companies.The Vietnamese government is spending $119 billion on infrastructure in an effort to increase GDP through 2025.Despite Vietnam being a communist country, Craig highlights sentiment round Vietnam being a country of 100 million entrepreneurs and discusses the changes he has seen on the ground in his 27 years in the country. Find out more about Vietnam Holding on their website here. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the Podcast with Jonathan Roy for the weekly instalment of UK equities and market themes.With the FTSE 100 remaining stubbornly within a tight range, we look back at the appreciation we’ve seen in cyclical shares and whether investors should expect a greater proportion of their returns to be achieved from income in the form of dividends in the future.Financials, tobacco and some commodity shares are now yielding significantly above 5% and present an attractive allocation possibility for investors.Having secured promotion to the FTSE 100 we look at Royal Mail and the drivers behind the tremendous run in shares from below 150p to 600p. This was largely down to success inn parcel growth that could waver as the economy reopens so we question their growth strategy going forward.We discuss Royal Mail (LON:RMG), ECR Minerals (LON:ECR) and Destiny Pharma (LON:DEST). Hosted on Acast. See acast.com/privacy for more information.

Trident Royalties presented at the May UK Investor Magazine Virtual Conference and delivered a truly fascinated Q&A session covering the commodities supercycle and the composition of their mining royalty portfolio.CEO Adam Davidson gave his views on the possibilities of a commodities supercycle and outlines the market pressures driving commodity prices.Adam Davidson also discusses why Trident Royalties wanted to make Lithium a central part of their portfolio of royalties, given the increasing demand for electric batteries.The full video presentation is available in the video section of the UK Investor Magazine website. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is joined by Will Goodhart, Chief Executive, CFA Society of the UK, for in depth discussion around ESG Investing.CFA Society of the UK is the local member society of CFA Institute, the global association of investment professionals, and represents 12,000 investment professionals in the UK.ESG Investing has exploded in popularity over the past two years and we begin by looking at what sparked this, before moving onto whether momentum in ESG themed investing can continue.There is attention paid to the need for all investing to become ESG investing, not only because of the positive outcomes of doing so, but the long term alpha ESG investing will provide. With Green Energy investing and climate change undoubtedly the most pressing issue for the world currently, we explore subjects such as diversity and governance and their role in responsible investing. We finish by breaking the E,S and the G in Environment, Social and Governance and which of the three are set for the greatest level of interest among the investment community over the next five years. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the podcast for our weekly Podcast to discuss a number of equities including British Land (LON:BLND) following the release of their results.The UK residential property market has defied calls for a collapse during the pandemic helped by government schemes such as reduction to Stamp Duty and a general reduction in supply. With the world now moving past the worst of the economic disruption, the UK property market is now entering a new chapter which could see housing activity rise to levels not seen since the financial crisis.We discuss the key drivers behind the boom such as a ‘race to space’ and whether this can be sustained beyond the end of the year.Naturally, we then move onto the commercial property sector and how cities such as London can realign their economies given the exodus of foreign born people, crucial to the hospitality sector associated with people working in offices.There is detailed discussion of British Land (LON:BLND), Corcel (LON:CRCL) and Lexington Gold (LON:LEX). Hosted on Acast. See acast.com/privacy for more information.

BitcoinPoint is aiming to create the 'Western Union' of Bitcoin and in the process provide around 1.7 billion unbanked people globally with the opportunity to transact with other users.We recorded this Podcast on the back of a tumultuous week in Crypto currencies which set the perfect scene for a discussion around recent volatility in the alternative assets space and how BitcoinPoint is navigating the ever-changing environment.BitcoinPoint allows users to withdraw cash from over 16k ATMs in the UK and there are plans to take the model global. There is also attention paid to BitcoinPoint's crowdfunding campaign. BitcoinPoint have smashed through their target funding amount and we delve into some of key metrics of interest to investors and what to expect from the company as they deliver on their strategy. Find out more about BitcoinPoint's crowdfunding campaign on Crowdcube:https://www.crowdcube.com/companies/bitcoinpoint/pitches/bAJEdq Hosted on Acast. See acast.com/privacy for more information.