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UK Investor Magazine

Latest episodes

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Aug 16, 2023 • 35min

Investing in the UK’s regional technology companies with Mercia Asset Management

The UK Investor Magazine Podcast was thrilled to welcome Dr Mark Payton, CEO of Mercia Asset Management, for a deep-dive into Mercia’s investment strategy and recent developments at the manager.AIM-listed Merica invests in regional UK companies with a focus on life sciences, creative industries and technology.Mercia started life with a £4m investment pool in 2007 which has grown to £1.4bn assets under management with investments in venture capital, private equity and debt.Mark explains the attractions of investing in the UK’s regional companies and the attributes of companies operating outside of London offer investors.We explore a number of Mercia’s portfolio companies and pay particular attention to the UK’s gaming sector.Find out more on the Mercia website here. Hosted on Acast. See acast.com/privacy for more information.
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Aug 8, 2023 • 25min

Revolutionising wireless power transfer with Magnetika

The UK Investor Magazine was thrilled to welcome Eugeni Llagostera, CEO of Magnetika, for an exploration of their wireless power transfer technology.Visit Magnetika’s website to explore its technology.Magnetika, who is currently crowdfunding on Crowdcube, have developed a technology that enables the charging of devices from a greater distance than existing wireless charging. For example, you could have your mobile in your hand while it is still being charged.The technology has a wide range of applications and can be used to charge vehicles, although this isn’t in their immediate plans.Eugeni provides an overview of the business and the key market opportunities for Magnetika. He also highlights what he feels are the most exciting elements for investors.Find out more on Crowdcube here. Hosted on Acast. See acast.com/privacy for more information.
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Aug 4, 2023 • 29min

Apple, Amazon, and Harland & Wolff with Alan Green

Alan Green joins the Podcast to discuss Apple and Amazon’s earnings, and the US tech sector. We also provide and overview and analysis of Harland & Wolff.We discuss:Apple (NYSE:AMZN)Amazon (NYSE:AAPL)Harland & Wolff (LON:HARL)We explore the building disconnect between US tech share prices and the underlying economy, and question where the opportunity is for investors.Apple announced soggy iPhone sales, whereas Amazon’s AWS smashed expectations. Alan delves into the numbers and the implications for the wider market.Harland & Wolff has been busy winning contracts and we look at why the share price isn’t higher. Hosted on Acast. See acast.com/privacy for more information.
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Aug 1, 2023 • 29min

Horizontal Logistics and improving Direct-to-Consumer commerce with WeDeliver

The UK Investor Magazine was delighted to welcome Sahiba Patni, Co-Founder of WeDeliver, to explore their horizontal logistics business which is providing a convenience and delivery service across London.Visit the WeDeliver website and download the app.Sahiba explains the opportunity for WeDeliver and their investors to provide everyday convenience solutions across London. WeDeliver is not simply a delivery app but one that allows users to arrange everyday tasks through one of their operatives. WeDeliver also acts as a platform for local businesses to arrange the delivery of their goods to homes and other businesses.Sahiba provides an overview of their current crowdfunding campaign on Seedrs and outlines their future growth plan.Find out more about the WeDeliver Seedrs campaign here. Hosted on Acast. See acast.com/privacy for more information.
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Jul 26, 2023 • 52min

Generative AI, investment selection, and financial services with CMC Invest

The UK Investor Magazine was thrilled to welcome Alister Sneddon, Head of Product at CMC Invest, and Dave Dyke, Head of Technology at CMC Invest, for a deep dive into Generative AI and how the technology is being utilised in financial services.We start by looking at the ability of Generative AI tools such as ChatGPT to assist with the selection of stocks or funds for investment portfolios. We make comparisons to algo trading and why AI has the potential to be a more sophisticated assistant in investment decisions. There is also the consideration paid to the pitfalls of using AI in such as way.Much of the conversation is framed in the context of output and input in financial services and where Generative AI can be used. In this context, output is stock selection and investment management, and input is the back office and client functions such as compliance and customer queries.We finish by asking whether Dave and Alister would use AI to manage their own investment portfolios. Hosted on Acast. See acast.com/privacy for more information.
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Jul 25, 2023 • 24min

Achieving strong growth in the global sustainable personal care market with Faith in Nature

The UK Investor Magazine was delighted to welcome the Faith in Nature team to the Podcast for a deep-dive into their natural personal care products and current campaign on Crowdcube.Faith In Nature has grown 226% in the last five years – recording £14.8m – and is stocked in Holland & Barrett, Boots, Waitrose and Sainsbury’s.Explore Faith in Natures products here.We were joined by Sara Fisher, UK channel director, and John Allaway, Managing Director, for a comprehensive exploration of Faith in Nature’s business and crowdfunding goals. The company was founded 50 years ago and has deep roots in sustainability having recently achieved B Corp status. Sara and John present the investment case and detail their commercial success to date.We look at the aims of the crowdfunding round and what the future holds for Faith in Nature and its investors. Find out more on Crowdcube. Hosted on Acast. See acast.com/privacy for more information.
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Jul 20, 2023 • 31min

Improving UK sentiment, Tekcapital, and ECR Minerals with Alan Green

The UK Investor Magazine was thrilled to welcome Alan Green back to the Podcast for a deep dive into the latest developments in UK markets and analysis of UK equities.We start with UK inflation and yesterday’s lower-than-expected reading, which has boosted UK sentiment. Housebuilders have rallied significantly, and we explore possible scenarios for the rest of the year.ECR Minerals shares have ticked higher - Alan outlines possible reasons why. He looks forward to newsflow for the rest of the year.Tekcapital is trading at a significant discount to NAV. Alan explains why we could see a rerating in the technology company. Hosted on Acast. See acast.com/privacy for more information.
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Jul 11, 2023 • 37min

Q3 Top Picks and European Equity Outlook with Morningstar’s Michael Field

The UK Investor Magazine was thrilled to welcome back Michael Field, European Equity Market Strategist at Morningstar, for a deep dive into Morningstar’s Q3 Outlook and Top Picks.Download a read Morningstar’s Q3 Outlook and Top Picks here.The conversation starts with a look at inflation and other key market themes driving Morningstar’s views on European equity sectors. We explore the outlook for inflation and central bank action in the coming quarter.Michael pays particular attention to the insurance, energy, banking and consumer cyclical sectors. We discuss Morningstar’s Top Picks including Persimmon and Shell. Hosted on Acast. See acast.com/privacy for more information.
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Jul 3, 2023 • 36min

An attractive discount, favourable macroeconomics and ESG with Vietnam Holding

The UK Investor Magazine was thrilled to be joined by Craig Martin, Chairman of Dynam Capital. Dynam Capital is the manager of the Vietnam Holding Investment Trust.Find out more on the Vietnam Holding website.We start with discussing Vietnam Holding’s participation at the inaugural Vietnam ESG Investor Conference and the progress Vietnamese companies are making across all three elements of ESG.The podcast is recorded as Vietnamese stocks trade near year-to-date highs after a recovery from last year’s sell-off.Craig provides a comprehensive update on the portfolio and details the companies bought and sold recently. Hosted on Acast. See acast.com/privacy for more information.
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Jun 27, 2023 • 22min

UK interest rates, GBP/USD and other key markets with OANDA’s Craig Erlam

The UK Investor Magazine was delighted to host OANDA’s Craig Erlam for a deep dive into UK interest rates, the economic outlook and potential trading opportunities.We start with the analysis of the Bank of England’s decision to raise rates by 0.5% and the factors behind the surprise rate hike. The conversation moves on to the outlook for interest rates for the rest of this year and what we’ll need to see in inflation to avoid rates rising to 6.25%.Craig makes comparisons to other policies of central banks and how the divergence in policy could create market opportunities for traders.We finish with a rundown of key markets to watch for the rest of this year.Advert:Fully regulated, OANDA offers competitive spreads on a wide range of CFD markets, including indices, forex, commodities, metals, and bonds.Voted “Most Popular Broker” by TradingView in 2022, 2021, and 2020.Trade with OANDA and get access to one year’s subscription to TradingView Pro.**Get TradingView Pro for 1 year when you start trading with OANDA and meet the minimum volume requirements.Get more details here.Disclaimer:76.6% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Hosted on Acast. See acast.com/privacy for more information.

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