UK Investor Magazine

With the Uk confirming the worst recession in history, we look at whether the disconnect between the equity markets and the real economy can persist.We also discuss Two Shields Investments (TSI) and Strategic Minerals (SML). Hosted on Acast. See acast.com/privacy for more information.

Justin Urquhart-Stewart joins the UK Investor Magazine Podcast for a broad discussion of all things markets and economics, including investing through COVID-19, US/China tensions and the demands of ESG. Hosted on Acast. See acast.com/privacy for more information.

BP have slashed their dividend in half, signalling the end of an era for the oil company. But does this mean BP shares should now be avoided?We also look at:Union Jack Oil (UJO)Katoro Gold (KAT)Article: Does the BP share price offer better value than Shell?Read here: https://ukinvestormagazine.co.uk/does-the-bp-share-price-offer-better-value-than-shell/ Hosted on Acast. See acast.com/privacy for more information.

Vietnam has been a standout South East Asian economy in terms of growth over the past five years and displayed remarkable resilience in the face of the coronavirus pandemic.We are joined by Craig Martin, Chairman of Dynam Capital, Investment Manager for Vietnam Holding, for an in-depth discussion of the opportunity for investing in Vietnam's future growth story.Find out more at the Vietnam Holding website:https://www.vietnamholding.comViva Vietnam article by Craig Martin:https://ukinvestormagazine.co.uk/viva-vietnam-with-vietnam-holding/Vietnam Holding Limited (LON:VNH) an Investment Trust listed on the premium segment of the Main market of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.

Barclays reported a drop in profit to £1.3bn after coronavirus-related impairment charges overshadowed strong investment banking performance. We explore what this means for the banking sector and if Barclays could be the stand out UK bank.We also discuss: Catenae Innovation (CTEA), Tertiary Minerals (TYM) and Stagecoach (SGC). Hosted on Acast. See acast.com/privacy for more information.

Roger Hardman joined us for the UK Investor Magazine Virtual Seminar 30th June and in a highly engaging interview we discussed the merits of US tech stocks over the FTSE 100 and which sectors Roger would avoid.Watch the full UK Investor Magazine Virtual Seminar here:https://ukinvestormagazine.co.uk/video/ Hosted on Acast. See acast.com/privacy for more information.

B&Q owner Kingfisher have reported a 25% increase in sales in June as social distancing measure kept people at home, driving a wave of home improvements. This has been very good for Kingfisher's sales but it doesn't bode well for the rest of the UK economy.We also discuss strong sales at Venture Life Group (LON:VLG) and progress at Power Metals Group (LON:POW) Hosted on Acast. See acast.com/privacy for more information.

The FTSE 100 jumps on news Moderna vaccine trials have yielded positive results. We explore what this could mean for the shares listed in London who have enjoyed a sharp rally based on operations focused on COVID-19.There is also consideration paid to developments at Tertiary Minerals and Versarien.Avacta (LON:AVCT)Tertiary Minerals (LON:TYM)Versarien (LON:VRS)Open Orphan (LON:ORPH) Hosted on Acast. See acast.com/privacy for more information.

Iain McKenzie, CEO of the Guild of Property Professionals, joins the UK Investor Magazine Podcast in the wake of the mini-budget from the Chancellor. We discuss the impact of a stamp duty cut and factors driving the UK property market.Find out more about the Guild of Property Professionals:https://www.guildproperty.co.uk Hosted on Acast. See acast.com/privacy for more information.

Boohoo has shaken off the worst of the Modern Slavery allegations but the longer term implications could be detrimental to shares. Whilst Boohoo hasn't taken advantage of the opportunity for digital firms through social distancing, we explore an Esports company that has. We discuss: Boohoo (LON:BOO), Zanaga Iron Ore (LON:ZIOR), ECR Minerals (LON:ECR) and Gfinity (LON:GFIN). Hosted on Acast. See acast.com/privacy for more information.