

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

Jun 10, 2020 • 8min
How to Invest: what is a SIPP?
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 head of personal finance Moira O’Neill and Becky O’ Connor, head of pensions and savings, discuss how self-invested personal pensions (SIPPs)work.
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 10, 2020 • 13min
Craig Baker interview: expect significant outperformance
Craig Baker, global chief investment officer of Willis Towers Watson and manager of the Alliance Trust investment trust, talks to interactive investor’s head of markets Richard Hunter about the multi-manager trust. One of the AIC’s “dividend heroes”, having raised its dividend every year for more than 50 years, Craig explains Alliance Trust’s “neutral style’ and how stock selection drives everything.
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 9, 2020 • 13min
Jon Forster interview: positive prospects for Impax
The co-manager of Impax Environmental Markets investment trust talks to interactive investor’s head of markets Richard Hunter about the trust’s objectives and top holdings, as well the reasons for his optimistic outlook amid an accelerated transition to renewable energy.
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 3, 2020 • 36min
Interview with Ryan Taylor of Dash Core Group
Gary McFarlane, interactive investor’s crypto podcast host meets Dash Core Group chief executive Ryan Taylor. He explains how top 20 crypto Dash is “trying to make cryptocurrency more useable” and discusses Dash Platform, the latest iteration of the network. (Recorded on 21 May). 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.

May 29, 2020 • 8min
How to Invest: how do I start investing?
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 head of personal finance Moira O’Neill and personal finance campaigner Myron Jobson discuss what you need to do before starting your investment journey, including whether you need special training.
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.

May 29, 2020 • 21min
Funds Fan: fallen-star fund manager departs, trust dividend cuts, and interview with top UK investor
Faith Glasgow, editor of Money Observer, and deputy editor Kyle Caldwell debate the departure of Neil Woodford protégé Mark Barnett, who has left Invesco after 24 years, and the scale of dividend cuts among investment trusts. They are joined by Stuart Widdowson, manager of Odyssean Investment Trust, who discusses the market sell-off, top holdings, and investment opportunities. 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.

May 21, 2020 • 16min
Noelle Cazalis interview: will Covid-19 lead to birth of more bonds?
The manager of the Rathbone High Quality Bond Fund talks to Richard Hunter, head of markets at interactive investor, about the fund’s aims and strategy, her focus on financials, top holdings, and why the UK is ready for more municipal bonds.
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.

May 20, 2020 • 14min
James Milne interview: predicting the post-pandemic winners
The manager of the CRUX European fund talks to ii’s head of markets Richard Hunter about the stock selection process, including the importance of CEOs having skin in the game, some of the fund's holdings, and which types of businesses are likely to emerge as champions after the lockdown is lifted.
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.

May 19, 2020 • 13min
Jamie Ward interview: why I still like banking stocks
The fund manager of the CRUX UK Core Fund talks to interactive investor's head of markets Richard Hunter about the fund's objectives and style, as well as its top holdings, including the banks and his favourite FTSE 100 stocks.
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.

May 14, 2020 • 19min
Funds Fan: lockdown fund choices and top performers, and a new podcast for beginners
Host Richard Hunter, head of markets at interactive investor, is joined by Money Observer editor Faith Glasgow, who offers insights into the most popular funds and investment trusts with interactive investor customers in April, the best performers during the first 50 days of lockdown, and why dividend cuts might not be as bad as they seem, while Moneywise editor Rachel Rickard Straus gives listeners a taste of a new podcast aimed at beginner investors. Finally, interactive investor’s Dzmitry Lipski names his fund of the week from the ii ACE 30 list of ethical 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.