UK Investor Magazine cover image

UK Investor Magazine

Latest episodes

undefined
Jun 16, 2023 • 18min

The Future of e-Bikes and Making our Cities Greener with WATT Mobility

The UK Investor Magazine was thrilled to be joined by Frans Nomden, CEO of WATT Mobility for a deep dive into the future of e-bikes and how they are making our cities greener and cleaner.Our cities are striving for cleaner forms of transportation, and governments are promoting the use of bikes and e-bikes.WATT Mobility is pursuing its growth strategy with a crowdfunding round on Seedrs. We discuss why WATT are crowdfunding now and the opportunity for investors.Find out more about their crowdfunding round on Seedrs here.McKinsey has produced a comprehensive report on the future of mobility, in which e-bikes play a leading role. Read the McKinsey report here.WATT Mobility has carefully positioned itself as an affordable option for riders and is targeting deep penetration of the European market by increasing its reselling network to 800 stores from 180 currently.Explore WATT Mobility’s e-bike range here. Hosted on Acast. See acast.com/privacy for more information.
undefined
Jun 1, 2023 • 31min

UK housebuilders, Greatland Gold, and a Cadence Minerals’ Lithium Update with Alan Green

The UK Investor Magazine is joined by Alan Green for a deep dive into a selection of UK equities and key market themes.We start by looking at recent macroeconomic developments and what they mean for markets. The FTSE 100 has slipped on debt ceiling fears and was staging a minor relief rally on news the House of Representatives had approved a deal.We look at UK house prices and the implications for FTSE 100 housebuilders.Greatland Gold has issued updates on funding and joint ventures this week. Alan provides an overview and explores the significance for the company.Alan continues with a rundown of developments at Cadence Minerals’ Amapa iron ore project and investment in Evergreen Lithium.We finish with an update on Truspine.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.
undefined
May 25, 2023 • 23min

A rare opportunity alongside the majors with Challenger Energy Group

The UK Investor Magazine was thrilled to be joined by Challenger Energy Group CEO Eytan Uliel and Uruguay Managing Director Randy Hiscock.Eytan and Randy provide a comprehensive overview of the recent developments at Challenger Energy Group. The focus is on their Uruguay asset which could yield as much as 1-2 billion barrels of oil. This would make the project a world-class asset.Our discussion starts with a technical overview of the Uruguay asset and we move on to what investors can expect over the 12 months.Eytan describes how the Uruguay asset is a unique prospect as it sits alongside fields operated by oil majors and Challenger Energy is the only junior operating in close proximity.Find out more about Challenger Energy Group here. Hosted on Acast. See acast.com/privacy for more information.
undefined
May 24, 2023 • 40min

Housebuilders, US Tech, and UK Equity Tactics with Marc Kimsey

The UK Investor Magazine was thrilled to be joined by Marc Kimsey, Head of Equities at Frederick and Oliver, for a comprehensive look at tactical positioning in global stocks.Marc takes a tactical approach to markets and individual equities and we discuss how positioning has evolved since our last Podcast.We discuss the main macro drivers of stocks currently before moving onto sectors and individual stocks.Marc explains his views on UK housebuilders and why the end of this year may bring opportunities.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.
undefined
May 23, 2023 • 33min

Navigating uncertainty and robust dividends with abrdn Diversified Income and Growth Trust

The UK Investor Magazine was thrilled to be joined by Nalaka De Silva, Head of Private Market Solution at abrdn.Nalaka is responsible for developing and implementing strategies across the Private Markets spectrum. This includes investments across Private Equity, Infrastructure, Real Estate, Natural Resources and Private Credit on a global basis.The abrdn Diversified Income and Growth Trust provides investors with a structure and strategy usually associated with large insurance and pension funds. The portfolio is a mix of public and private assets delivered in a balanced approach to maintain a solid income and steady capital appreciation.Find out more about the abrdn Diversified Income and Growth Trust here.We discuss recent changes in the portfolio and how the team is navigating uncertainty around growth and rates.Nalaka delivers deep insight into the trust’s weighting and recent changes in the holdings.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.
undefined
May 19, 2023 • 27min

Capturing India’s economic expansion with India Capital Growth Fund

The UK Investor Magazine Podcast with Gaurav Narain, Co-Head Equities at Ocean Dial Asset Management, for a deep dive into Indian growth equities.Find out more about the India Capital Growth Fund.Gaurav Narain manages the India Capital Growth Fund (LON:IGC), a growth-focused India equity investment trust.The trust has rallied 228% over the past three years. We explore the main drivers behind the performance.Gaurav provides a comprehensive overview of India’s economy and the favourable environment for growth equities. Attention is paid to how India is benefitting from the move away from China. Hosted on Acast. See acast.com/privacy for more information.
undefined
May 12, 2023 • 24min

Rolls Royce, UK interest rates, and Golden Metal Resources with Alan Green

Alan Green joins the Podcast as we delve into a selection of UK equities and key market themes.We discuss:Rolls Royce (LON:RR)Golden Metal Resources (LON:GMET)Truspine (LON:TSP)Rolls Royce shares have had a sterling start to 2023. We take a look at their Q1 2023 update and review their guidance. Alan provides his view on shares going forward.Golden Metal Resources listed this week raising just under £2m. We provide an overview of the company.We finish looking at the saga at Truspine.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.
undefined
May 4, 2023 • 27min

London as an IPO destination with Datasite’s Merlin Piscitelli

The UK Investor Magazine was thrilled to welcome Datasite’s Merlin Piscitelli to explore London as a destination for companies seeking a listing.We start with a rundown of the key considerations for companies when accessing whether London is the best financial centre for their IPO.Merlin makes comparisons to New York, and European and Asian centres, highlighting how London needs to up its game to attract companies in the future.We discuss companies staying private for longer and have a quick look at the FCA’s new proposals to make London more attractive.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.
undefined
May 3, 2023 • 33min

Lloyds, the banking crisis, and URA Holdings with Alan Green

The UK Investor Magazine was joined by Alan Green for our regular instalment of UK equities and key market themes.We discuss: Lloyds (LON:LLOY)URA Holdings (LON:URAH)Seed Capital Solutions (LON:SCSP)Lloyds profits jumped as a result of higher interest rates and lower-than-expected impairment charges. The share price was ebbing away during the recording of this Podcast, we look at possible reasons why.URA Holdings has come back onto Alan’s radar in recent weeks – we discuss the factors driving the recent rise in shares. Alan is a long-term holder.We finish with a rundown of newly listed Seed Capital Solutions.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.
undefined
Apr 28, 2023 • 41min

NAV Growth, Discounts, and the abrdn Private Equity Opportunities Investment Trust with Alan Gauld

The UK Investor Magazine was thrilled to welcome Alan Gauld, Lead Portfolio Manager of the abrdn Private Equity Opportunities Investment Trust, for a deep dive into private equity markets and the opportunities ahead in 2023.Find out more about abrdn Private Equity Opportunities Investment Trust here.We start with an overview of the private equity market and address the question – why should private equity be considered for your portfolio?Our discussion then naturally moves towards the opportunity in private equity trusts currently and why the deep discounts represent a substantial disconnect from the reality of underlying NAV growth in the abrdn Private Equity Opportunities Investment Trust’s portfolio.Alan describes the current private equity landscape and how he sees 2023 playing out.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.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode