

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

Jul 20, 2021 • 27min
The Richard Hunter Interview: searching for innovation and growth themes
Richard is joined by Ian Mortimer, co-manager of the Guinness Global Innovators Fund, to discuss investing in companies in innovative areas, secular growth themes and top holdings within the fund, including Taiwan Semiconductor and Apple.
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.

Jul 13, 2021 • 19min
The Richard Hunter Interview: Pantheon International and making the private ‘public’
Richard is joined by Helen Steers, manager of Pantheon International investment trust, to discuss the strategy of investing in private companies, top holdings, including EUSA Pharma, Allegro and Abacus Data Systems, performance, and the outlook from here.
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.

Jul 12, 2021 • 23min
The ETFs Show: niche and alternative ETF launches
Tom is joined by co-founder/co-CEO of HANetf, Hector McNeil, to discuss niche and alternative ETF strategies at HAN, including Europe's first pure-play space ETF, YODA, and U.S. Global Jets ETF (JETS). A wide-ranging conversation also sees them foray into the commercialisation of space and launches for HAN in the renewable energy sector.
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.

Jul 9, 2021 • 21min
Funds Fan: winners in first half of 2021, robotics, and case for Japan
The team examine the latest fund and trust news, before interviewing Nicholas Weindling, manager of the JPMorgan Japanese Investment Trust, who discuss how he finds the best companies in Japan, the themes of e-commerce and automation, and whether the country could enjoy an Olympics bounce.
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.

Jul 8, 2021 • 45min
Lord Jim O'Neill: The ii Family Money Show
Gabby speaks to star economist Lord Jim O’Neill of Gatley about growing up in Manchester, trying to take over one of the city’s football clubs and how an acronym made him famous.
The former Northern Powerhouse minister also lifts the lid on life at Goldman Sachs and what he believes the next few years hold for the global economy – and where retail investors should be looking.
Plus, interactive investor’s Richard Hunter joins Gabby to suggest ways you can get started with your own investments.
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/ikswvhr_ZRQ.
The ii Family Money Show is brought to you by interactive investor (ii). For more information on interactive investor's Super 60 list of rated investments, visit https://www.ii.co.uk/ii-super-60.
And for help getting started with your fund selections, head to https://www.ii.co.uk/quick-start-funds.
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.

Jul 6, 2021 • 19min
The Richard Hunter Interview: Blue Whale Growth and digital transformation
Richard is joined by Stephen Yiu, lead manager of the LF Blue Whale Growth Fund, to discuss strategy, performance and top holdings, including Adobe, Kering and Nintendo.
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.

Jul 2, 2021 • 25min
Millennial money: top pension tip, hot investing themes and a share mistake
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.

Jul 1, 2021 • 18min
The Richard Hunter Interview: opportunities in the Indian market
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.

Jun 30, 2021 • 24min
Mind & Money: how to cope with investment loss
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.

Jun 24, 2021 • 29min
Slow Money: Nigel Wilson
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.