

On The Money
interactive investor
Every week, Kyle Caldwell and guests take a look at how the biggest stories and emerging trends could affect your investments, with practical tips and ideas to help you navigate your way through. Join the conversation, tell us what you want us to talk about or send us a question to OTM@ii.co.uk. Visit www.ii.co.uk for more investment insight and ideas.
Episodes
Mentioned books

Apr 7, 2022 • 1min
Series 2 Coming Soon: The ii Family Money Show
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.

Mar 29, 2022 • 22min
The Richard Hunter Interview: Lindsell, Train…and Bullock
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.

Mar 18, 2022 • 22min
Funds Fan: dividend heroes, Woodford woe, and Alliance Trust interview
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.

Mar 15, 2022 • 18min
The Richard Hunter Interview: have we pressed pause on ESG?
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.

Mar 4, 2022 • 25min
Funds Fan: £1bn trapped in Russia-linked funds, and ‘dividend hero’ interview
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.

Mar 1, 2022 • 16min
The Richard Hunter Interview: selling bitcoin and how to protect yourself against inflation
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.

Feb 18, 2022 • 25min
Funds Fan: market rotation, unloved UK, and fund yielding 5% plus
In our latest Funds Fan episode, Richard Hunter, head of markets at interactive investor, joins Kyle Caldwell to discuss the market rotation over the past few months. The duo also discuss the unloved UK market, which has performed well over the past year and looks well placed to maintain its form if value shares continue to shine.Later, bond investor Claudia Calich, who manages the M&G Emerging Market Bond fund, makes the investment case for the asset class she invests in. Calich also explains how the fund, which appears on the ii Super 60 list and which has a yield of over 5%, assesses the risk profile of a country, and discusses the macroeconomic backdrop for emerging market bonds.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.

Feb 15, 2022 • 16min
The Richard Hunter Interview: is China really an emerging market?
In this episode, Richard is joined by Charles Jillings of ICM Investment Management Ltd to talk about the Utilico Emerging Markets Trust, which is part of ii's Super 60 list of rated investments. Plus why China is still considered an emerging market despite predictions that it will be the world's largest economy in the next decade.
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Visit https://www.ii.co.uk/funds and https://www.ii.co.uk/stock-market-news for more investing insight and ideas. You can find more information about the ii Super 60 at https://www.ii.co.uk/ii-super-60.
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.

Feb 11, 2022 • 18min
Mind & Money: do you need to be confident and clever to be a successful investor?
In this episode of Mind & Money, Becky and Greg discuss whether it is essential to be confident and clever to succeed when investing.Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas.Becky O’Connor is Head of Pensions & Savings at interactive investor. Greg Davies is a behavioural finance expert at Oxford Risk. See oxfordrisk.com for more information. Enjoyed listening? Please like and subscribe for free to the ii Podcast.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.

Feb 4, 2022 • 21min
Funds Fan: Scottish Mortgage, dividends in 2022, and an inflation hedge
interactive investor’s Kyle Caldwell and Lee Wild give their take on January’s tech sell-off, which has negatively impacted Scottish Mortgage. The duo, who both have personal investments in Scottish Mortgage, give their views on Britain’s most-popular investment trust, and explain why UK dividends are expected to fall in 2022.Later, Nick Scullion, manager of the Foresight Global Real Infrastructure fund, a member of ii’s ACE 40 list of ethical investments, joins the podcast. Scullion explains why listed infrastructure is considered a good option as an inflation hedge.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.