

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

Sep 28, 2021 • 14min
The Richard Hunter Interview: investing in UK companies which meet the ACD’s ethical guidelines
Richard is joined by Fraser Mackersie, co-manager of the Unicorn UK Ethical Income Fund, to discuss investing in profitable and cash-generative businesses, top holdings, including, Telecom Plus/Utility Warehouse and Brewin Dolphin and taking a long-term view in investing.
Enjoyed listening? Please like and subscribe.
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.

Sep 21, 2021 • 17min
Scottish Mortgage and the world's most attractive growth firms
Richard is joined by Tom Slater, joint manager of Scottish Mortgage Investment Trust, to discuss identifying the world's most attractive growth companies, top holdings(including Moderna and Chinese internet and technology company Tencent, and the rapid acceleration of development in AI.
Enjoyed listening? Please like and subscribe.
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.

Sep 17, 2021 • 24min
Funds Fan: top trusts over 20 years, and ‘value’ investor interview
In the latest Funds Fan episode, the team discuss research recently published by interactive investor naming the best-performing investment trusts over the past two decades. Other news items include the unexpected announcement of dividend tax increases from April, and a member of interactive investor’s Super 60 list being put under review.
Later, Clive Beagles, who manages the JO Hambro UK Equity Income fund, joins the podcast. The fund focuses on companies that are yielding higher than the FTSE All-Share index, so it has a bias towards value shares. Beagles explains why he is bullish on the UK dividend recovery, explains where he is finding the best value opportunities, and gives his views on inflation.
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.

Sep 14, 2021 • 15min
The Richard Hunter Interview: identifying high-quality Asian companies
Richard is joined by Edmund Harriss, Portfolio Manager of the Guinness Asian Equity Income Fund, to discuss discovering high-quality Asian companies, exposure to the financial and tech sectors and top holdings, including DBS Singapore and China Merchants Bank.
Enjoyed listening? Please like and subscribe.
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.

Sep 13, 2021 • 22min
The ETFs Show: focusing on emerging markets
Tom Bailey is joined by Aneeka Gupta, equity and commodity strategist at Wisdom Tree, to discuss a new ETF that focuses on emerging markets. Topics discussed include the link between state-owned enterprises and emerging markets, and the tech crackdown in China.
Enjoyed listening? Please like and subscribe.
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.

Sep 7, 2021 • 18min
The Richard Hunter Interview: emerging market opportunities in Europe, the Middle East and Africa
Richard is joined by Mattias Siller, co-manager of Barings Emerging EMEA Opportunities Investment Trust, to discuss the evolution of the trust, the philosophy of growth at a reasonable price and top holdings, including Gazprom and mobile phone operator MTN.
Enjoyed listening? Please like and subscribe.
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.

Sep 3, 2021 • 25min
Funds Fan: Scottish Mortgage, Lindsell Train and inflation-proofing
In the latest Funds Fan episode, the team discuss Scottish Mortgage’s recent share price performance, the brightening outlook for global dividends, and a rare case of a fund manager(Michael Lindsell)warning investors to think carefully about buying the investment trust he manages - Lindsell Train - at its current valuation.
Later, we interview Charles Hamieh, co-manager of the Legg Mason IF ClearBridge Global Infrastructure Income fund, which is a member of interactive investor’s Super 60 list. Hamieh makes the case for listed infrastructure, including why it is a hedge against rising inflation.
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.

Aug 31, 2021 • 23min
The Richard Hunter Interview: the City A.M. story, the digital world, and investing
Richard is joined by Lawson Muncaster, managing director and co-founder of newspaper City A.M., to discuss the origins of the media business, how the younger generation are consuming news in the digital era, and cryptocurrency and investing.
Enjoyed listening? Please like and subscribe.
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.

Aug 24, 2021 • 17min
The Richard Hunter Interview: investing in UK equities and takeover activity
Richard is joined by Richard Marwood, senior fund manager of the Royal London UK Equity Income Fund, to discuss investing in UK equities, top holdings, including IG Group and IMI, and the outlook for the UK market.
Enjoyed listening? Please like and subscribe.
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.

Aug 20, 2021 • 27min
Funds Fan: Terry Smith, trust dividends and top fund performer
In the latest Funds Fan episode Kyle (ii’s Collectives Editor) and Tom(ii’s ETFs editor) discuss the latest fund and trust news; including Terry Smith’s recent letter to investors and research that revealed in the first half of 2021 investment trust dividends declined for the first time in more than a decade.
Later, Kyle interviews Chris McVey, fund manager of Octopus UK Multi Cap Income. The fund has been the best performer in the Investment Assoication’s UK equity income sector from 1 January 2020 to 1 August 2021 – returning 29.1%. The sector average is flat, at 0.2%, over that time period.
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.


