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Money Makers

Latest episodes

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Oct 10, 2017 • 54min

Talking Money: Andrew Milligan, chief strategist at Standard Aberdeen, discusses world markets

Talking Money: Andrew Milligan, chief strategist at Standard Aberdeen, discusses world markets by Jonathan Davis
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Sep 28, 2017 • 44min

Talking Money: Paul Mumford - The stocks and sectors that I like most today

Talking Money: Paul Mumford - The stocks and sectors that I like most today by Jonathan Davis
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Aug 31, 2017 • 32min

Talking Money: Lee Gardhouse - Do best buy lists of funds really add any value?

Lee Gardhouse is the Chief Investment Office of Hargreaves Lansdown, the UK’s largest stock and fund broking firm, which boasts 950,000 active clients and administers or manages £79 billion of client money on its platform. His responsibilities include researching the firm’s influential Wealth 150 list of favourite funds and managing its range of in-house multi-manager funds. In the latest Money Makers podcast, he and Jonathan Davis discuss the way that HL chooses funds - a highly topical issue in the wake of the regulator’s forthcoming review of how investment platforms research, rate and charge for the funds they put on their best buy lists, Lee also explains whyHargreaves Lansdown recently published its own assessment of how well its Wealth 150 selections have performed - and candidly assesses both tis strengths and weaknesses of its methods.
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Aug 18, 2017 • 33min

Talking Money: Keith Ashworth Lord

In this week’s Money Makers podcast Jonathan Davis talks to Keith Ashworth-Lord, manager of the Sanford DeLand UK Buffetology fund, about his investment philosophy and current portfolio. A former City analyst, Mr Ashworth-Lord has put in a strong performance since moving into fund management with his specialist small and mid-cap fund. Many professional investors name check Warren Buffett as an inspiration, but what exactly are the key principles that other professional investors can usefully incorporate into their methods - and how well do they translate to the UK market?
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Aug 11, 2017 • 48min

Talking Money: Chris Hutchinson on what investors need to know about VCTs

In our latest Money Makers podcast we turn our attention to venture capital trusts, specialist investment vehicles which put investors’ capital to work in higher risk, early-stage businesses. VCTs, as they are known, offer significant potential tax benefits for those prepared to risk their money in this way. This year the marketing of VCTs has started earlier than normal. Why is that – and what else do potential investors need to know about the VCT market this year? Are the tax benefits worth the rewards? Chris Hutchinson, lead manager of the £150m Unicorn AIM VCT, the largest VCT specialising in AIM-listed companies, is the man on the other side of the microphone for this in-depth discussion.
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Aug 7, 2017 • 31min

Talking Money: Charlie Morris

What the oil price does next is key: Fund manager Charlie Morris gives his take on where markets are heading In this week’s Money Makers podcast, one of our regular big picture market roundups, Jonathan Davis talks to Charlie Morris, Investment Director at Newscape Capital, and editor of the Fleet Street Letter, about the latest developments in the UK and global markets - and what they mean for investors' portfolios. The oil price holds the key to future developments, he argues.
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Jul 27, 2017 • 33min

Talking Money: Richard Hallett

In the latest Money Makers podcast Jonathan Davis returns to talk to a fund manager whose multi-cap equity fund has the distinction, according to research by FE Trustnet, of having outperformed its benchmark in every rolling five year period since 2000 - one of only two funds out of several hundred in the UK All Companies sector to have done so. The fund manager in question is Richard Hallett, whose Marlborough UK Multi-Cap Growth fund, has as its name suggests the freedom to invest across the UK market spectrum, from the Footsie 100 index all the way down to AIM. The fund has returned more than 325% since 2000, when it was originally run by Giles Hargreave, and 295% since 2005 when Richard Hallett took it over. I last caught up with this fund manager just over a year ago, before the Brexit referendum.
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Jul 19, 2017 • 28min

Talking Money: Chris Sexton

No need to panic over Brexit or the market In our latest Money Makers podcast Chris Sexton, Investment Director of Saunderson House, a fee-based wealth management firm, offers his perspective on the outlook for markets, cautions against reading too much into media headlines and explains why investment returns are likely to be lower from here. Saunderson House specialises in providing financial planning and portfolio management services to private clients, including many lawyers, accountants and other City professionals.
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Jul 13, 2017 • 42min

Talking Money: Graham Harrison

What is a fair fee to pay for the services of a wealth manager or financial adviser? There is a widespread suspicion that in many cases the answer is: less than you are paying now - if only you could get behind the figures to find out what the real all-in costs, including add-ons, actually are. Next year new regulations will force managers of other people’s money to disclose much more information about their charges. In this latest podcast Jonathan Davis asks Graham Harrison, MD of Asset Risk Consultants (ARC), the company that monitors the performance of the great majority of private client firms in the UK, to explain how he thinks investors should work out what a fair fee is - and how best to get value for money in future. If Canadian experience is any guide, he says, the results could well surprise you - this is a must listen for anyone whose money is professionally managed.
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Jun 30, 2017 • 24min

Talking Money: Stagflation on the way

In our latest podcast the independent economist Peter Warburton explains why he thinks we are heading for a period of stagflation - a combination of slow growth and rising inflation - which will require investors to make changes in the way they allocate their investment assets.

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