Master Investors

Bread, Bullion, and the Battle for Greenland: The Global Fault Lines of 2026

06 Feb 2026

Contributed by Lukas

February’s Global Economic Outlook ranges across a world under strain — and in transition. Victor Hill examines the brutal suppression of Iran’s...

2025: Funeral Diplomacy and Real-Time Geopolitics

14 May 2025

Contributed by Lukas

Donald Trump has passed his 100-days-in-office milestone with plenty of shock and awe bullets coming from the Oval Office. Has his administration boos...

After globalisation

09 Apr 2025

Contributed by Lukas

Wednesday, 9 April 2025, saw the U.S. impose a 104% tariff on China. Beijing retaliated and raised its levy on U.S. imports to 84%. Will this tit for ...

Jim Mellon in conversation with Wilfred Frost at Master Investor Show 2025

04 Apr 2025

Contributed by Lukas

Global Markets: What’s Next? A Deep Dive into Macroeconomics, Markets & Future-Proof Investment Ideas. Join Wilfred Frost, renowned News Anchor a...

Donald Trump's new world order: what it means for you

12 Mar 2025

Contributed by Lukas

Donald Trump's 'new world order' may sound like a dystopian nightmare, but what impact are his flurry of executive orders and tariff policies having o...

The first tumultuous month of the Trumpian tornado and its economic repercussions

12 Feb 2025

Contributed by Lukas

Financial economist Victor Hill dissects the flurry of executive orders that have defined the first few weeks of Donald Trump's second Presidential te...

2025 - The global economy and year-ahead end games

09 Jan 2025

Contributed by Lukas

2025 heralds the second Trump administration predicted to be transactional and strategic, but will it result in ceasefires relating to wars and econom...

Investing in the Age of Longevity 2024 – Greg Bailey

06 Dec 2024

Contributed by Lukas

Greg Bailey, Co-founder and Executive Chairman at Juvenescence, joins Phil Newman for a chat at Investing in the Age of Longevity 2024. Highlighting 2...

Investing in the Age of Longevity 2024 – Panel Discussion

21 Nov 2024

Contributed by Lukas

Kevin Slawin, M.D., Founder and CEO at Eos SENOLYTIX, Greg Bailey, Co-founder and Executive Chairman at Juvenescence, Deepankar (Deep) Nayak, CEO at D...

Can Labour's taxation and invest for growth mantra succeed in its promises?

07 Nov 2024

Contributed by Lukas

Invest. Invest. Invest. Taxation. Taxation. Taxation. Is this the mantra and the reality of the Labour government's first budget in almost fourteen ye...

Hercules Site Services forecasts £105m turnover milestone with further growth predicted

18 Oct 2024

Contributed by Lukas

Brusk Korkmaz is keen to stress that the company he started in his spare bedroom 16 years ago is very much the shareholders company now. The busine...

Onward Opportunities: Active investing at dawn and dusk 

06 Aug 2024

Contributed by Lukas

Onward Opportunities Limited (LON:ONWD) was launched in March 2023 and just over one year later the investment company was crowned IPO of the Year at ...

Cavendish building a profitable platform in tough markets

22 May 2024

Contributed by Lukas

Created by the 2023 merger of finnCap and Cenkos Securities, Cavendish Plc's (LON: CAV) remit as the U.K.'s newest investment house is a large one. ...

Seraphim: pushing the frontiers of space tech investing

16 May 2024

Contributed by Lukas

As the world's first listed space tech fund, Seraphim Space Investment Trust has a first mover advantage in a sector that is starting to get crowded. ...

After a better-than-expected Q1, will the U.K. investment climate remain encouraging?

27 Mar 2024

Contributed by Lukas

With economic indicators suggesting the U.K. isn't in as dire a condition as predicted, inflation tamed and the possibility of an interest rate cut ju...

EnSilica anticipates five years of aggressive growth

04 Jan 2024

Contributed by Lukas

EnSilica Plc's (LON: ENSI) aim is to be recognised as Europe's leading ASIC supplier. ASIC is the acronym for Application Specific Integrated Circ...

Trident Royalties aiming to continue 'blistering pace' of acquisitions

13 Dec 2023

Contributed by Lukas

The fifteen acquisitions that Trident Royalties Plc (LON:TRR) has made in just over three years has been described as a "blistering pace" by its chief...

AI will be revolutionary for Cerillion and its customers

12 Dec 2023

Contributed by Lukas

In addition to expanding resources to accommodate its growing register of really large and regular customers, Cerillion PLC (LON:CER) has added Genera...

Diversification is the differentiator for Manx Financial Group

08 Dec 2023

Contributed by Lukas

Manx Financial Group PLC (LON: MFX) celebrated a financial services first in October 2023 when its Conister Bank became the first Isle of Man bank aut...

Charting the Course: Navigating 2024 - A Financial Outlook

06 Dec 2023

Contributed by Lukas

In times of turbulence, the right investment decisions can make all the difference. Master Investor partnered with Netwealth to help you navigate the ...

Investing in the Age of Longevity 2023 – Discussion Panel Longevity Next

04 Dec 2023

Contributed by Lukas

Eleanor Davies, Dealflow Steward at VitaDAO, Alex Colville, Co-founder and General Partner at age1, and Patrick Burgermeister, Expert in Life science ...

Investing in the Age of Longevity 2023 – Discussion Panel Longevity Now

01 Dec 2023

Contributed by Lukas

Dr Richard Marshall CBE, CEO at Juvenescence, Bill Kapp, Co-founder and CEO at Fountain Life, and Jörg Rieker, Founding Partner at Maximon, join Phil...

2024: Better times ahead for investors 

28 Nov 2023

Contributed by Lukas

Not only will the next 12 months be "fascinating" for investors, but according to investment trust authority Jonathan Davis, the UK stock market could...

Investing in the Age of Longevity 2023 – Greg Bailey

23 Nov 2023

Contributed by Lukas

Greg Bailey, Co-founder and Executive Chairman at Juvenescence, joins Phil Newman, Editor-in-Chief at Longevity.Technology, for a chat at Investing in...

2023 – A reckoning postponed with live investment opportunities 

05 Oct 2023

Contributed by Lukas

After years of cheap money and low interest rates, Master Investor's Jonathan Davis describes the year so far as a "reckoning postponed", and while he...

Artisanal Spirits Company: maturing into a highly profitable premium spirits group

27 Sep 2023

Contributed by Lukas

The Artisanal Spirits Company (LON: ART) creates and sells what it describes as "outstanding limited edition whiskies and experiences around the world...

Bitcoin: A game changing technology for the world

14 Sep 2023

Contributed by Lukas

In Conversation with Sam Volkering, Editor of The Crypto Handbook. The move towards more digital assets is “inevitable,” says Sam Volkering. Th...

ZOO Digital in prime position to capitalise on new opportunities

14 Aug 2023

Contributed by Lukas

August 2023 saw ZOO Digital Group plc (LON:ZOO) updating investors about a fourth successive year of double digit revenue growth, margin improvement a...

Trustworthy income?

07 Jul 2023

Contributed by Lukas

As equity markets recover from the shocks of 2022, Jonathan Davis and James Harries of Troy Asset Management, manager of the STS Global Income and Gro...

Deal winning Cerillion targeting bigger contracts with bigger customers

05 Jul 2023

Contributed by Lukas

Cerillion plc (LON:CER) is a growth stock. It's recognised as such by the many long-term ‘sticky' shareholders and by a city-respected panel who rec...

Are gloomy times a good time to buy?

30 Jun 2023

Contributed by Lukas

In this month's Master Investor cogitation, Jonathan Davis and Sarah Lowther discuss whether the AIM market is suffering due to predictions of an impe...

Adapting to the New Normal: Investing in Volatile Times

28 Jun 2023

Contributed by Lukas

In times of turbulence, the right investment decisions can make all the difference. For our June podcast, Master Investor have partnered with Netwealt...

Master Investor Sector Focus: Going for Gold 2023

30 May 2023

Contributed by Lukas

With global uncertainty has come a renewed interest in the precious metal and we discuss the gold outlook with four companies in this space. On 24 ...

Is market sentiment emerging from the shadow of the global debt mountain?

26 May 2023

Contributed by Lukas

In this month's Master Investor podcast, Sarah Lowther and Jonathan Davis disagree about the direction of the markets. Lowther, at a grass roots level...

The Circular EV Revolution – a 360-degree investment opportunity

16 May 2023

Contributed by Lukas

The electric vehicle economy is accelerating at full throttle, and as with all supply and demand there comes investment opportunities. Emily Liu, ...

Is 'Sell in May' the right advice for coronation month? 

27 Apr 2023

Contributed by Lukas

In their monthly gossip about the markets and dominant actors puppeteering the investment stage, Master Investor’s Jonathan Davis and Sarah Lowther ...

VCTs - tax efficient alternatives in uncertain times

31 Mar 2023

Contributed by Lukas

Master Investor’s Jonathan Davis and Sarah Lowther talk about why March 2023 was a mega merger month, and why there’s so much consolidation in the...

Jim Mellon meets Graham Rowan of Beaufort Private Equity

08 Mar 2023

Contributed by Lukas

Graham Rowan, Chairman of Beaufort Private Equity, interviews Jim Mellon ahead of the forthcoming Master Investor Show (this recording was made before...

Q and A with Hugh Yarrow: good vibes

03 Mar 2023

Contributed by Lukas

Jonathan Davis talks to the manager of the highly regarded £3.5 billion Evenlode Income fund about the markets and his favourite UK stocks. For mo...

Make investment decisions during the summer and not at the end of the financial year  

28 Feb 2023

Contributed by Lukas

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

As goes January, so goes the year. Will 2023 be a stormy one?

31 Jan 2023

Contributed by Lukas

Master Investor’s Sarah Lowther and Jonathan Davis discuss the investment themes that have started to materialise this year. With some equity m...

Lingo: the blockchain driven vacation and real estate company

13 Jan 2023

Contributed by Lukas

Glen Goodman interviews Hassam-Moussa Rawat, Co-Founder and CEO of revolutionary blockchain start-up Lingo, to find out how Lingo is using blockchain ...

Master Investor Sector Focus: Oil & Gas

19 Dec 2022

Contributed by Lukas

Sarah Lowther and Callum Macpherson, Head of Commodities at Investec, discuss the outlook for Oil and Gas investors. This was recorded as part of M...

2023 will be more civilised as the retail investor makes a comeback

16 Dec 2022

Contributed by Lukas

Master Investor’s Sarah Lowther and Jonathan Davis tackle the stories and themes that defined the investment landscape of 2022 – a year that saw t...

Is infrastructure still the answer?

12 Dec 2022

Contributed by Lukas

Phil Kent, manager of the  GCP Infrastructure investment trust, puts the case to Jonathan Davis in our latest professional investor Q and A.  For...

Auxico Resources: diversifying the supply chain in the massive critical elements market

08 Dec 2022

Contributed by Lukas

Auxico Resources (CSE:AUAG / OTC:AUXIF) is one of the few companies in the world selling monazite, the essential carrier mineral for rare earth elemen...

The Art of Investing – Jonathan Davis interviews Tamer Ozmen, Founder and CEO of Mintus

16 Oct 2022

Contributed by Lukas

Tamer Ozmen is the founder and CEO of innovative contemporary art investment platform, Mintus. Jonathan Davis speaks with him to find out how it works...

Q&A with Nick Train: UK Equities for the future? (Part 2)

10 Oct 2022

Contributed by Lukas

In the second part of this hour long two-part Q and A, Jonathan Davis and Nick Train, co-founder of Lindsell Train discuss bear markets, recent perfor...

Q&A with Nick Train: UK Equities for the future? (Part 1)

04 Oct 2022

Contributed by Lukas

In the first part of this hour long two-part Q and A, Jonathan Davis and Nick Train, co-founder of Lindsell Train discuss bear markets, recent perform...

Master Investor Sector Focus: Going for Gold

27 Sep 2022

Contributed by Lukas

With global uncertainty has come a renewed interest in precious metals in general, and gold in particular. In this podcast episode, Sarah Lowther ...

Navigating moral hazard and maximising risk reward in the era of inflation

19 Aug 2022

Contributed by Lukas

Gone is the helicopter money. Gone is the quantitative easing that supported U.K. plc, the general public and retail investors. What is here is volati...

Q and A with Terry Smith: Boring or Roaring Twenties? (Part 2)

11 Aug 2022

Contributed by Lukas

In the second part of this hour long two-part Q and A Jonathan Davis and Terry Smith, manager of the index-busting Fundsmith Equity Fund, discuss the ...

Q and A with Terry Smith: Boring or Roaring Twenties? (Part 1)

04 Aug 2022

Contributed by Lukas

In the first part of this hour long two-part Q and A Jonathan Davis and Terry Smith, founder and CEO of Fundsmith, as outspoken as ever, discuss bear ...

London Technology Club: Jonathan Davis talks tech investment with Konstantin Sidorov

25 Jul 2022

Contributed by Lukas

It has been an eventful year so far for Tech Investing, Jonathan Davis find out what the LTC looks for and what they expect from the future. For mo...

D4t4 Solutions: The cash generative tech company with game-changing initiatives

22 Jul 2022

Contributed by Lukas

For 30 years tech company D4t4 Solutions Plc (LON:D4T4) has helped organisations get the best value from all their data assets. It's been recognised...

UK Small Companies Fund Manager of the Year – Alex Wedge of Liontrust talks to Jonathan Davis  

20 Jul 2022

Contributed by Lukas

Liontrust’s microcap fund had a great year in 2021, significantly outperforming its benchmark and gaining 33.6%. Alex Wedge tells Jonathan Davis wha...

Open Orphan PLC – Aiming to deliver continued double digit growth

06 Jul 2022

Contributed by Lukas

Open Orphan PLC (AIM:ORPH) was the first contract research organisation (CRO) to conduct a Covid challenge trial, and in the words of chief executive ...

Bloomsbury Publishing: Highest ever sales and profit for the publisher that’s a joy to manage

29 Jun 2022

Contributed by Lukas

As it approaches its 36th birthday, Nigel Newton CBE the founder and chief executive of Bloomsbury Publishing PLC (LON:BMY), says the publisher has "...

TPXimpact Holdings PLC: An incredibly cash generative business blending autonomy with responsibility

16 Jun 2022

Contributed by Lukas

Neal Gandhi founded TPXimpact Holdings (AIM: TPX) with a mission to reduce, and eventually eradicate the bureaucracy that paralyses government program...

Is the bear market over?

13 Jun 2022

Contributed by Lukas

In our latest podcast, Mark Slater, founder of Slater Investments, and manager of the Slater Growth and Slater Recovery funds, talks bear markets and ...

ANGLE PLC – a small British company changing the world in cancer 

07 Jun 2022

Contributed by Lukas

Andrew Newland founded ANGLE PLC (AIM:AGL) in 1994. Twenty-eight years on and his company has won FDA clearance for ANGLE's liquid biopsy Parsortix i...

CentralNic Group - fast-growing technology company with 'plenty of blue sky ahead'

01 Jun 2022

Contributed by Lukas

CentralNic Group PLC (AIM:CNIC) global operator and developer of software systems reports on its fantastic start to the year. Revenues were up 86% to ...

ENGAGE XR – Disrupting Global Communication

24 May 2022

Contributed by Lukas

David Whelan was stony broke after the 2008 financial crash, but after a €1,000 loan from his sister, and an investment into Oculus headsets he is n...

Investing in the Future of Longevity - the Ketone Chapter

18 May 2022

Contributed by Lukas

The field of longevity has long been considered to be theoretical and one for the future, but that future is here now. The science of ketosis promises...

RBG Holdings -  A cash generative business which cherry picks best-in-class companies

11 May 2022

Contributed by Lukas

Nicola Foulston is wanting to accelerate growth at professional services group RBG Holdings plc (AIM:RBGP). As the chief executive she is driving the...

Commodities Investing: Lean into inflation, spend time in the market and research the fundamentals

06 May 2022

Contributed by Lukas

Do we lean into inflation or panic? Commodity investment expert Simon Popple advises invest in areas that are going to go up in price. Think fuel, thi...

Face to face with Stephen Yiu

30 Mar 2022

Contributed by Lukas

Stephen Yiu, the manager of the Blue Whale Growth Fund, seeded in 2017 by Peter Hargreaves with £25 million of his own money, was a very popular spea...

Gold and bitcoin in a time of war

09 Mar 2022

Contributed by Lukas

Jonathan Davis and Charlie Morris, founder and CIO of ByteTree Asset Management, discuss the outlook for equities, precious metals and crypto-curren...

Inside View: The Coding Revolution

21 Feb 2022

Contributed by Lukas

Sarah Lowther interviews the CEO and CFO of Northcoders Group PLC, Chris Hill and Charlotte Prior to find out more about their growth plans, business ...

Inside View: The Evolution of Fintech

15 Feb 2022

Contributed by Lukas

Sarah Lowther is joined by Derren Nathan of Hybridan who describes the advances being made in Fintech, and the companies engineering the industry’s ...

Why VCTs have never been this popular

08 Feb 2022

Contributed by Lukas

Tax-free investments specialist Alex Davies, founder of the Wealth Club, tells Jonathan Davis why Venture Capital Trusts are pulling in record sums f...

Inside View: Smiths News Group – Value stock with growth potential?

03 Feb 2022

Contributed by Lukas

Following a strong year, are Smiths News Group shares now undervalued? Sarah Lowther interviews CEO, Jon Bunting and CFO, Paul Baker. For more inve...

Inside View: Sarah Lowther interviews one of the 'Class of 21', Microlise Group PLC

01 Feb 2022

Contributed by Lukas

2021 was a bumper year for IPOs, with Microlise Group PLC one of the most promising. Sarah Lowther interviews CEO, Nadeem Raza and CFO, Bill Wynn abo...

Investing in 2022

28 Jan 2022

Contributed by Lukas

2022 promises to be an 'interesting' year for investing. This webinar addresses the major themes and assesses how investors can make the most out of t...

Inside View: SDI Group - A Covid-proof company?

25 Jan 2022

Contributed by Lukas

SDI Group has enjoyed sustained growth with the pandemic seemingly unable to hold it back. Sarah Lowther speaks to CEO, Mike Creedon about cash gener...

Jonathan Davis interviews Martin Gilbert

17 Jan 2022

Contributed by Lukas

Jonathan Davis interviews Martin Gilbert, founder of Aberdeen Asset Management and currently Chairman of both AssetCo PLC and Revolut (amongst others)...

Inside View: SulNOx Group’s Richardson on the innovation that’s reducing fuel consumption and carbon emissions

22 Dec 2021

Contributed by Lukas

SulNOx Group is rapidly becoming the energy transition environmental stock to watch as its fuel conditioners, emulsifiers and stabilizers are adopted ...

Inside View: Symphony Environmental Plc

08 Dec 2021

Contributed by Lukas

Michael Laurier, Group Chief Executive of Symphony Environmental Technologies Plc talks to Sarah Lowther about the company’s long quest creating sol...

Inside View: 50 Shades of Hydrogen

05 Dec 2021

Contributed by Lukas

Sarah Lowther is joined by Derren Nathan of Hybridan to discuss the rapidly developing technology and industries surrounding the evolution of the hydr...

Seed Innovations' McDermott on the cannabis investment opportunity

09 Nov 2021

Contributed by Lukas

Cannabis has long been surrounded by stigma and misconceptions remain. However cannabis-related companies have now listed on the UK stock exchange and...

Master Investor CEO interviews: Larry Zulch of Invinity Energy Systems

08 Nov 2021

Contributed by Lukas

Ahead of the Small Cap Awards, Tim Corcoran interviews the CEO of one of the nominees for ESG Company of the Year, Larry Zulch of Invinity Energy Syst...

Small Cap Chat

21 Oct 2021

Contributed by Lukas

Sarah Lowther is joined by Stuart Fieldhouse (Armchair Trader) and Mark Watson Mitchell (Master Investor) for a discussion of which small cap stocks l...

The opportunities and challenges of becoming a public company

07 Oct 2021

Contributed by Lukas

Following the historical low of 2019, public markets in the UK are experiencing something of a resurgence in IPO activity at present, with 2021 alread...

Autumn update: Live update with Jim Mellon

15 Sep 2021

Contributed by Lukas

Jim Mellon answers your questions in a live webinar. From the financial crisis, to biotech, and now longevity and clean meat, Jim Mellon is consist...

Super forecasting the next five years: the macro trends that matter for investors

01 Jul 2021

Contributed by Lukas

Chief Economic Strategist of Netwealth, Gerard Lyons in discussion with Master Investor. Over a long career in the City, Gerard has demonstrated excel...

Ask Evil: Live Q&A webinar with Simon Cawkwell aka Evil Knievil

13 May 2021

Contributed by Lukas

The man the Daily Mail dubbed "The King of the Short Sellers", Evil Knievil (aka Simon Cawkwell) is Britain’s most feared bear-raider. A big man wit...

Spring update: Live webinar with Jim Mellon

23 Apr 2021

Contributed by Lukas

From the financial crisis, to biotech, and now longevity and clean meat, Jim Mellon is consistently ahead of the game when it comes to anticipating bi...

Understanding EIS: A guide to tax-efficient Investing

03 Apr 2021

Contributed by Lukas

Mark Brownridge, Director General at EISA and Fran O'Brien, Head of Clients & Investments at Syndicate Room explore and discuss the opportunities and ...

The Fundamentals of Buy to Let in the UK; Post COVID-19 & Brexit

25 Feb 2021

Contributed by Lukas

Building a Buy To Let business can be a great way to build sustainable wealth and mitigate risk. This discussion will give you a clear understanding o...

An investor’s guide to how cell-based meat will change the world

02 Feb 2021

Contributed by Lukas

Jim Mellon has written Moo’s Law to provide the reader with the first-ever review of the entire alternative protein category, and the associated sup...

Investing in the Age of Longevity 2020 - The Opportunity for Investors

13 Nov 2020

Contributed by Lukas

The progress being made in extending life- and health-spans represents both a challenge and an opportunity. How can we ensure our investments see us c...

Investing in the Age of Longevity 2020 - The Science of Ageing

13 Nov 2020

Contributed by Lukas

We are on the cusp of a revolution in our understanding of the causes and consequences of aging. As aging research gathers pace, this panel discussion...

Prospecting for Small-Cap Mining Stocks

29 Oct 2020

Contributed by Lukas

Join James Faulkner and veteran mining analyst John Cornford for a wide-ranging discussion and how-to guide for assessing small-cap mining stocks. ...

Master Investor Longevity Week Preview

20 Oct 2020

Contributed by Lukas

James Faulkner, Jim Mellon and Phil Newman discuss some of the amazing opportunities and challenges presented by the advancement of longevity science ...

Ask Jim: Live Q&A webinar with Jim Mellon

15 Sep 2020

Contributed by Lukas

From the financial crisis, to biotech, and now longevity and clean meat, Jim Mellon is consistently ahead of the game when it comes to anticipating bi...

Ask Evil: Live Q&A webinar with Simon Cawkwell aka Evil Knievil

08 Jul 2020

Contributed by Lukas

In an exclusive webinar, Master Investor brings you Simon Cawkwell, aka Evil Knievil. The man the Daily Mail dubbed "The King of the Short Sellers...

Lord Lee’s five favourite small caps

18 Jun 2020

Contributed by Lukas

James Faulkner interviews Lord Lee of Trafford, the UK’s first recorded ISA millionaire. Lord Lee discusses the performance of his portfolio during ...

Mellon on the Markets: June Update

11 Jun 2020

Contributed by Lukas

The Master Investor himself Jim Mellon talks to James Faulkner about his latest investing activities and thoughts on the markets. Topics covered inclu...

Investing in uncertain times: How to look after your money

20 May 2020

Contributed by Lukas

It is looking increasingly likely that Coronavirus will continue to affect us all for the short and, potentially, medium term. If that proves to be th...

Counting the cost of Coronavirus: Will markets ever be the same again?

23 Apr 2020

Contributed by Lukas

In this live webinar recording, James Faulkner hosts a lineup of some of the most insightful investment experts on the planet: Jim Mellon, James Fergu...