UK Investor Magazine

Dan Nickols, Head of strategy at Jupiter Asset Management and manager of the Rights and Issues Investment Trust, highlights the cyclical opportunity in UK small and mid-cap shares. He discusses the current environment for UK small and mid-cap's from a macro-economic perspective and shares specific companies in their portfolio. The portfolio has a highly concentrated nature with just 23 high-conviction selections. Dan also explores the potential for a recovery in UK small and mid-caps and catalysts for that recovery.

Harald Braun, CEO of Guident, discusses the progress and importance of a recent deal that secures Guident recurring revenue. They explore the integration of autonomous vehicle software into buses, revenue structures, the growing momentum towards electric and autonomous vehicles in the automotive industry. They also discuss enhancing connectivity with satellites and different connectivity options for autonomous vehicles.

Alan Green, UK equities expert, discusses potential scenarios for UK markets and the catalysts for a rerating of UK mid and small caps. The podcast explores Cadence Minerals and ECR Minerals, highlighting their valuation cases, positive tone after leadership changes, and update on activities.

Tom Bott, Managing Director & Co-Founder at Signature Brew, discusses scaling their award-winning brewery that makes music better. They talk about forging relationships with musicians and music venues, crowdfunding success on Seedrs, revenue milestones, and collaborations with artists.

The UK Investor Magazine was thrilled to welcome Richard Kelly, Co-Founder and Co-Lead of the Foresight Sustainable Forestry Investment Trust, for a comprehensive discussion about the trust and current environment.Watch Foresight Sustainable Forestry PresentationWe start by exploring the global timber market and the dynamics underpinning long-term trends. The conversation moves onto the UK timber market and the opportunity for investors in the structural supply deficit of UK-produced timber.Richard details the trust’s assets, focusing on the stage in the life cycle and geographical distribution.Discussing the trust’s characteristics, Richard explains that forestry is a unique asset class that provides a substantial level of diversification due to very low levels of correlations with equities, fixed income, or infrastructure.Richard delves into the carbon credit and details how the trust is well placed to benefit global companies’ net zero pledges.FSF is the first and only company to receive the London Stock Exchange’s Voluntary Carbon Market (VCM) designation due to its funding of carbon mitigation that generates carbon credits. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Michael Lindegaard, CFO at Heliac, for an exploration of the future of solar power generation and revolutionary storage systems.Find out more about Heliac on Seedrs here.Heliac believes they are developing what will be a vital part of the net zero energy transition. Their solar foil produces emission-free power that can be stored in their patented Rockstore energy storage system.Rockstore utilises rocks to store heat and is one the most competitively priced methods of energy storage, offering a real alternative to lithium batteries or pumped hydro.We explore Heliac’s progress to date, including their first two solar panel installations constructed for energy major E.ON and district heat provider Norfors.Michael explains that their technology operating profitably in Denmark bodes well for the scalability of their systems in other countries with far more daylight hours per year. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Dan Boardman-Weston, Chief Executive and CIO of BRI Wealth Management, for an in-depth discussion around Investment Trusts and the current environment.We start with a look at the growing popularity of Investment Trusts among retail investors when compared to institutional investors and the reasons behind this trend.There is consideration paid to the macroeconomic environment and the impact this is having on Investment Trust discounts.Dan highlights the deep discounts in Investment Trusts currently and where he sees opportunity in the space. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Craig Martin, Chairman of Dynam Capital, the manager of Vietnam Holding, for a deep dive into the trust’s portfolio companies.Download the Vietnam Holding annual reportCraig has provided a comprehensive analysis of the Vietnamese economy in previous podcasts. In his latest instalment, Craig Martin offers deep insight into three portfolio companies; FPT Corporation, Petrovietnam Technical Services, and Gemadept.FPT Corporation is the portfolio’s largest holding with 15% weighting. The company provides technology and STEM education services and is positioned to benefit from Vietnam’s aims to do more in the semiconductor value chain.Petrovietnam Technical Services (PVS) is a renewable energy transition play. Vietnam Holding feels PVS could be a key winner in Vietnam’s plans for NetZero by 2050 – through its ambitions to be a leading producer and exporter of renewable energy. In addition, PVS is working with Singapore to build the world’s longest subsea electricity cable (1000 km to export 1.2 GW, 10% of Singapore’s energy need).We finish with a look at Gemadept, an operator of seaports and air cargo in Vietnam. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to be joined by Fiona Cincotta, Senior Market Analyst at City Index, for a deep dive into the latest UK and US earnings season.Fiona provides insight into the ongoing earnings season and frames recent updates in the context of the underlying economy. Fiona discusses the strength of earnings so far and performance versus analyst expectations.After recent drops in major US indices, we explore what the rest of the year could hold for US stocks, as well as UK equity markets.The ‘Magnificent 7’ US Tech stocks with exposure to AI were a core driver of global stocks in the first and second quarters of 2023, we look at how these technology companies may perform going into the close of 2023 and implications for broader indices.Fiona discusses Q3 UK banking results and how they reflect the health of the underlying UK economy and wider sentiment.We finish by running through potential scenarios for central banks, currencies and the global economy. Hosted on Acast. See acast.com/privacy for more information.

Board member of CLIQ Digital, Ben Bos, discusses the company's revenue growth and product lines. They explore CLIQ Digital's approach to returning profits to shareholders and their focus on marketing and market perception. The podcast also delves into key metrics and marketing strategies, as well as the investment potential of CLIQ Digital in the streaming industry.