

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

Feb 5, 2021 • 21min
Funds Fan: Man GLG Income interview, dividends outlook, and China
In this episode, the team discuss the most-popular funds and investment trusts among interactive investor customers, interest in China-focused investments, and the growing focus on emerging markets.
Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more insight and ideas.
Later, they are joined by Henry Dixon, fund manager of Man GLG Income fund, one of our Super 60 fund choices. Finally, the focus turns to the Legg Mason Clear Bridge Global Infrastructure Income fund, which was recently added to our Super 60 rated list.
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, 2021 • 21min
The ETFs Show: the new trends and innovations
Hector McNeil, co-CEO of HANetf, talks to interactive investor’s Tom Bailey about trends that investors ought to be aware of and highlights ETFs to consider.
Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more 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.

Feb 2, 2021 • 18min
Tom Becket – The Richard Hunter Interview
Tom Becket, chief investment officer at Punter Southall Wealth, joins Richard this week to talk dividends, Covid and big tech.
Visit 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

Jan 28, 2021 • 8min
How to Invest: tackling tax
How To Invest is a podcast series designed to help you get to grips with the basics of investing. In this episode, interactive investor’s news editor Sam Barker is joined by head of pensions and savings Becky O’ Connor to demystify the tax rules on investments and assets.
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.

Jan 27, 2021 • 24min
Mind & Money: how Covid-19 could change your investing behaviour
In the first episode of a new series, interactive investor’s Becky O’Connor is joined by Greg Davies, behavioural finance expert at Oxford Risk.
Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more 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.

Jan 26, 2021 • 18min
James Harries: The Richard Hunter Interview
This week, Richard catches up with James Harries, manager of the Securities Trust of Scotland, on the challenges of 2020, what he thinks 2021 might bring and the importance of global exposure.
Visit 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.

Jan 22, 2021 • 22min
Funds Fan: dividends in 2021 and Mid Wynd trust interview
In this episode, the team discuss changes to interactive investor’s Super 60 list of investments, and the outlook for dividends in 2021 following the publication of Link’s Dividend Monitor. Later, Simon Edelsten, fund manager of the Mid Wynd International investment trust, joins the podcast to discuss recent portfolio changes, investing in tech and the UK market. Finally, the focus turns to the Diverse Income investment trust, one of the new additions to the Super 60 list.
Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more 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.

Jan 20, 2021 • 18min
The ETFs Show: tech stocks in the Biden era
In the latest episode, we are joined by Anthony Ginsberg, co-founder of the HAN-GINs Tech Megatrend Equal Weight UCITS ETF, who explains what investors need to know about tech investing and the new president of the United States.
Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more 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.

Jan 19, 2021 • 44min
Nick Train: The Richard Hunter Interview
The star fund manager talks to Richard Hunter about the Finsbury Growth & Income Trust and Warren Buffett, and answers interactive investor customers’ questions.
Visit 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.

Jan 8, 2021 • 24min
Funds Fan: 2020 winners, and Edinburgh Investment Trust interview
interactive investor experts Kyle Caldwell and Tom Bailey discuss the best and worst-performing fund sectors of last year, and examine the most popular funds and investment trusts of December.
The pair are joined by James de Uphaugh, fund manager of the Edinburgh Investment Trust, who discusses taking the helm at the trust in March 2020 during the height of the Covid-19 stock-market storm. De Uphaugh explains the trust’s integration of environmental, social and governance (ESG) values, and the resetting of Edinburgh’s dividend.
Finally, the spotlight for this episode falls on Utilico Emerging Markets investment trust, which appears on the ii Super 60 list of investments.
Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more 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.


