UK Investor Magazine

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.