On The Money

Which are the standout companies of modern Japan? Nicholas Weindling, manager of the unconstrained JP Morgan Japanese Investment Trust, dispels myths and details top holdings in a discussion with interactive investor’s head of markets Richard Hunter. The pair also talk robotics, the country’s ‘special market’ for stockpicking, and how politics and the pandemic have been good for the portfolio. 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.

interactive investor’s collectives editor Kyle Caldwell and ETFs expert Tom Bailey discuss the latest industry news, including the reopening of a big property fund and the launch of new funds. The pair are joined by Richard Penny, manager of the Crux UK Special Situations fund, who explains where he is finding value opportunities six months after the March sell-off. He also discusses uncovering “growth gems” in areas such as software and life sciences, and which catalyst could bring investors back to an unloved UK market. Finally, Teodor Dilov, fund analyst at ii, explains why one investment trust has been removed from the ii Super 60 list of investments. 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.

interactive investor’s collectives editor Kyle Caldwell and independent expert Andrew Pitts discuss the latest industry news, including an eminent fund manager’s exit. The pair debate the value of experience, considering the track records of current “stars” and how long to wait before investing with a successor. They also mull the prospect of a renaissance in value investing. The hosts are joined by Sam Morse, manager of Fidelity European Values, who makes the case for investing in a “high beta play on global growth” and emphasises that despite the trust’s name, he does “not [take] a traditional value approach”. He also discusses gearing levels and dividend policies as “a torch in murky markets”. Finally, Teodor Dilov, fund analyst at ii, names his fund of the week from the ii Super 60 list of investments. 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.

Kyle Caldwell, collectives editor at interactive investor, and Andrew Pitts, an independent consultant, consider the surging popularity and performance of ESG funds, and the catalysts that could bring retail investors back to UK funds. The pair are joined by Job Curtis, manager of the income-focused City of London investment trust, who details changes to the portfolio and discusses the outlook for the trust, which boasts a 54-year record of annual dividend increases – the longest of any investment trust. Finally, Teodor Dilov, fund analyst at interactive investor, names his fund of the week from the ii Super 60 list of investments. 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.

Andy McDonald, senior adviser at We Fight Fraud and formerly head of special operations at Counter Terrorism Command, tells interactive investor’s head of markets Richard Hunter about the rise of vishing, smishing and social engineering, the pitfalls of working from home, and why it pays to “know your criminal”. 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, Kyle Caldwell, collectives editor at interactive investor, and ETFs editor Tom Bailey look at the latest fund industry developments, including good news for income investors via a handful of investment trust “dividend heroes” and an update on a third payout for Woodford Equity Income investors. The pair are joined by Douglas Scott, co-manager of the Kames UK Equity Income and Kames Global Equity Income funds. Scott discusses key qualities for stock selection, silver linings amid the dividend drought and his view on the outlook for 2020. Finally, interactive investor’s Teodor Dilov names his fund of the week from the ii Super 60 list of investments. 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.

The chief investment officer of Troy Asset Management and manager of Personal Assets Trust tells interactive investor’s head of markets Richard Hunter about the trust’s objectives and top holdings, where he’s finding the best opportunities, and the Covid “phoney war”. 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.

The manager of the Martin Currie Global Portfolio Trust speaks to interactive investor's head of markets Richard Hunter about seeking investment returns without holding tech giants Facebook, Amazon, Apple, Netflix and Google (FAANG). 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.

Best-selling author Diego Parrilla talks gold with interactive investor's head of markets Richard Hunter. Diego is portfolio manager at Quadriga Asset Managers and wrote The Anti-Bubbles: Opportunities Heading Into Lehman Squared And Gold´s Perfect Storm. 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.

The co-manager of the Nomura Global High Conviction Fund talks to interactive investor’s head of markets Richard Hunter about why the fund avoids style bias, its top holdings, growth stocks, and why focusing on fewer stocks lets them focus on the best 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.