On The Money

Millennial money expert and financial journalist Iona Bain talks to us about her latest book, Own It! How our generation can invest our way to a better future. The Young Money blogger explains why there has never been a better time to start investing and shares details of her best and worst investment decisions, her personal investing diary, as well as her number one tip for a happy retirement. 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 David Cornell, managing director of the India Capital Growth trust at Ocean Dial Asset Management, to discuss investing in Indian equities, top holdings(including Dixon Technologies, Emami and R.T. Industries) and how the pandemic has affected the Indian 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.

Our expectations for investment growth can sometimes be at odds with what is realistic. In this episode, Becky and Greg discuss investment loss, including tips and strategies for coping with it, dealing with sustained loss and accepting that ‘loss’ is a part of investing and can potentially make you a better investor. Enjoyed listening? Please like and subscribe. 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. 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.

Can slow and steady win the investment race? Find out in Slow Money, a new podcast all about investing that is sustainable in every sense. In the first episode, interactive investor’s Becky O'Connor speaks to Nigel Wilson, chief executive of pensions, insurance and investment giant Legal & General, which is responsible for managing more than £1.3 trillion on behalf of customers. Nigel is a big believer in patient capital and during his time at L&G has pioneered sustainable investment strategies such as affordable housing, infrastructure and even science parks, which millions of people have indirectly invested in through their pensions. Listen now for your antidote to crypto craziness, Gamestop-style gambling, reddit routs and all the anxiety that comes with chasing the fast money and trying to get rich quick. It’s time to get rich, slow. Enjoyed listening? Please like and subscribe. Visit https://www.ii.co.uk/ii-accounts/sipp and https://www.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. Past performance is not a guide to future performance. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial advisor before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard is joined by James Mee, lead fund manager of the Waverton Multi-Asset Income Fund to discuss the workings of the fund, the view for the UK post-Covid and potentially less inflationary pressure going into 2022. 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.

In this episode, the team discuss interactive investor’s ‘skin in the game’ campaign, which is calling on fund managers to disclose how much of their own investments they have in the fund or investment trust they manage. Kyle (ii Collectives Editor) and Tom (ii ETFs editor) also chat about the proposed launch of a space-themed investment trust. Later, Richard Hallett, fund manager of Marlborough Multi-Cap Growth, which is a member of interactive investor’s Super 60 list, joins the podcast. Richard explains the fund’s approach to investing in UK shares, addresses why short-term performance has come off the boil, and runs through how he thinks the fund will fare as and when all Covid-19 restrictions are lifted. 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.

Richard is joined by Jon Wallace, fund manager of Jupiter Green investment trust to discuss the increased focus on ESG, the impact on finding 'green bargains' and the move towards innovative companies. 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.

Gabby speaks to legendary screenwriter and Comic Relief co-founder Richard Curtis about family, Four Weddings and how he is saving the planet through his Make My Money Matter campaign. The man behind Blackadder, Notting Hill and Comic Relief also tells of the ultimatum his dad gave him when he was starting out as a writer and how his signed copy of William Wordsworth’s Lyrical Ballads ended up in a charity shop. Plus, Becky O’Connor, Head of Pensions & Savings at interactive investor (ii), joins Gabby to tell you how you can make your own money matter through your pension savings and investment portfolio. This episode is also available as a vodcast on the ii website at https://www.ii.co.uk/stock-market-news/video-podcasts and our YouTube channel at https://youtu.be/3VEWiAZPRCg. The Family Money Show is brought to you by interactive investor. For more information on how to invest ethically visit https://www.ii.co.uk/ethical-investing and https://www.ii.co.uk/ii-ace. Find out more about Richard’s campaign at https://makemymoneymatter.co.uk. Follow Make My Money Matter at: Twitter & Facebook @MMMoneyMatter Instagram mmmoneymatter_ Follow Gabby: Twitter @GabbyLogan Instagram @gabbylogan Follow interactive investor: Twitter @ii_couk Facebook /weareii Instagram @interactive_investor 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.

Tom is joined by Brendan Ahern, chief investment officer at KraneShares, to discuss the history of index and passive investing in China, and the breakdown of share categories. The pair also take a broad look at the long-term goals of the Chinese government and what it means for the economy and firms in the future. 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.

Gervais Williams, co-manager of the Premier Miton Diverse Income Trust, talks to Richard about its recent performance, the global view of the UK and why not all mining stocks deserve the wide berth other managers give them. 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.