On The Money

Series 2 kicks off with Gabby Logan speaking to author, political strategist and podcaster Alastair Campbell. Having started out as a journalist, Alastair is best known for his six-year stint as former British Prime Minister Tony Blair’s director of communications, previously serving as his press secretary while in Opposition. Despite returning briefly as an adviser to Gordon Brown and Ed Miliband, Alastair left frontline politics behind in 2003 to focus on his partner Fiona and their three children, alongside writing and raising awareness about mental health issues, drawing on his own personal experiences to help others. Among insight from his political career, he tells Gabby about his lifelong fear of financial insecurity, how he made a fortune busking round Europe, and the reason Fiona takes the money reins at home – and why he thinks Gordon Brown’s wife does the same. Subscribe to the show for free to make sure you don’t miss next week’s episode, featuring Octopus Energy founder and CEO Greg Jackson. The ii Family Money Show is brought to you by interactive investor (ii). This episode was recorded in March 2022 and is also available as a vodcast on the interactive investor YouTube channel. Follow interactive investor: Twitter @ii_couk Facebook /weareii Instagram @interactive_investor Follow Gabby: Twitter @GabbyLogan Instagram @gabbylogan Important information: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Pension and tax rules depend on your circumstances and may change in future. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

In the latest episode, Kyle Caldwell and Sam Benstead run through key takeaways for fund and trust investors from the first quarter of 2022. Among the subjects discussed is why over that time period similarly managed funds held up better than trusts. Separately, on the back of bond markets flashing a warning that a recession could be on the cards, the duo name the types of investments that would, in theory, perform well during an economic downturn. Later in the podcast, Jeff Atherton, who manages the Man GLG Japan CoreAlpha fund, joins the show. The fund adopts a value-style investment approach and has therefore benefited from the recent market rotation. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard is joined by Ian Mortimer, manager of Guinness Global Equity Income, to discuss the fund's objectives, holdings, and the impact of Covid on dividends. They also talk technology stocks and opportunities for dividends in this area. Enjoyed listening? Please like and subscribe for free to the ii Podcast. Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. Follow us on social media: Twitter: twitter.com/ii_coukFacebook: www.facebook.com/weareii LinkedIn: www.linkedin.com/company/interactive-investor Instagram: www.instagram.com/interactive_investor Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority

In the latest Funds Fan podcast, Kyle Caldwell and Sam Benstead discuss whether Scottish Mortgage’s unlisted investments are overvalued and examine the most-popular funds and trusts in March among interactive investor customers. The fund manager interview is with Wise Funds’ Vincent Ropers, who is a multi-asset investor. Ropers reveals the qualities he looks for in a fund manager, offers ideas on how investors can add inflation protection to portfolios, and names a few investment trust bargain opportunities. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Gabby Logan is back for series two to talk family, finance and fame with some familiar faces. Each week, they'll tell her about the role money has played in their home life and professional success, revealing how their relationship with money has changed over the years, the life lessons they’ve learned along the way, and how they plan for their family's future. Through their experiences, you may even get a few ideas for how you can plan for yours. Among the series two guests are former Dragon's Den star Sarah Willingham, the founder and chief executive of Octopus Energy Greg Jackson, and the former Downing Street director of communications Alastair Campbell. Find us on your usual podcast app and subscribe for free now to get the first episode of the new series as soon as it comes out. You can also listen online at https://www.ii.co.uk and on your smart speaker. Follow Gabby on: Twitter @GabbyLogan Instagram @gabbylogan Follow interactive investor: Twitter @ii_couk Facebook /weareii Instagram @interactive_investor YouTube /interactiveinvestoruk Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

After previously interviewing Nick Train and Michael Lindsell, Richard meets James Bullock, joint portfolio manager of the Lindsell Train Global Equity Fund to talk Diageo, Nintendo and his market outlook. This interview is also available as a vodcast on the interactive investor YouTube channel.Enjoyed listening? Please like and subscribe for free to the ii Podcast.Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.Follow us on social media:Twitter: https://twitter.com/ii_coukFacebook: https://www.facebook.com/weareiiLinkedIn: https://www.linkedin.com/company/interactive-investorInstagram: https://www.instagram.com/interactive_investorRisk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

In our latest episode, Kyle Caldwell and Sam Benstead discuss investment trust dividend heroes – explaining how the ‘revenue reserve’ work in practice. The duo also run through the latest update to investors in the closed Woodford Equity Income fund – just under £141 million of assets are left to be distributed to investors. Sam also explains why the 2020s are starting to look a lot like the 1970s – and gives some tips on how to invest during inflationary periods.Later, Stuart Gray, of Willis Towers Watson, the investment manager of Alliance Trust, joins the podcast. Gray gives his assessment of how performance has fared nearly five years on since Willis Towers Watson took over the management of Alliance Trust, which led its approach to change to a multi-manager structure.Enjoyed listening? Please like and subscribe for free to the ii Podcast.Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.Follow us on social media:Twitter: https://twitter.com/ii_coukFacebook: https://www.facebook.com/weareiiLinkedIn: https://www.linkedin.com/company/interactive-investorInstagram: https://www.instagram.com/interactive_investorRisk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Sue Noffke, lead fund manager of the Schroder Income Growth Fund, joins Richard to talk ESG(environment, social and governance), dividend cuts and generating income from UK markets.Enjoyed listening? Please like and subscribe for free to the ii Podcast.Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.Follow us on social media:Twitter: https://twitter.com/ii_coukFacebook: https://www.facebook.com/weareiiLinkedIn: https://www.linkedin.com/company/interactive-investorInstagram: https://www.instagram.com/interactive_investorRisk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

In our latest episode, Kyle Caldwell is joined by new co-host Sam Benstead, who is interactive investor’s deputy collectives editor. Sam, who joins ii from The Daily Telegraph, explains how he personally invests, naming the three active funds and one passive fund in his stocks and shares ISA. The duo also discuss the investment implications of Russia’s invasion of Ukraine, with several funds putting suspensions in place that bar investors from accessing their money.Later, Simon Gergel, manager of the Merchants Trust, which has a bias to UK value shares, joins the programme. Gergel shares his thoughts on the market rotation benefiting value shares, and explains why the trust is on track to grow its dividend for the 40th consecutive year.Enjoyed listening? Please like and subscribe for free to the ii Podcast.Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.Follow us on social media:Twitter: https://twitter.com/ii_coukFacebook: https://www.facebook.com/weareiiLinkedIn: https://www.linkedin.com/company/interactive-investorInstagram: https://www.instagram.com/interactive_investorRisk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard is joined by Duncan MacInnes, investment director at Ruffer, to discuss why they sold their bitcoin position after six months and how conventional portfolios could currently be vulnerable. Plus, they talk about ways to protect portfolios from inflation. Enjoyed listening? Please like and subscribe to the ii Podcast.Enjoyed listening? Please like and subscribe for free to the ii Podcast.Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.Follow us on social media:Twitter: https://twitter.com/ii_coukFacebook: https://www.facebook.com/weareiiLinkedIn: https://www.linkedin.com/company/interactive-investorInstagram: https://www.instagram.com/interactive_investorRisk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.