On The Money

The investment outselling US tech and Fundsmith Equity

18 Apr 2024

Contributed by Lukas

While speculation mounts over which actor will be the new James Bond in the next film in the franchise, in the investment world bonds are the hot topi...

First quarter of 2024: key investment trends and why they matter

11 Apr 2024

Contributed by Lukas

Kyle welcomes Sam Benstead back to the podcast to discuss key trends and topics so far this year, including the “Magnificent Seven” being rebrande...

Growth vs income: why the tide could be turning

04 Apr 2024

Contributed by Lukas

Since the start of 2023, growth stocks have been the big stock market winners, while income stocks have lagged behind. But Jon Bell, who manages the B...

Does the political risk of investing in China outweigh the rewards?

28 Mar 2024

Contributed by Lukas

Going against the crowd is a high-risk, but potentially high-reward, approach to investing. One major market that stands out today as particularly ‘...

Is this investment trust area a value trap or a buy for the brave?

21 Mar 2024

Contributed by Lukas

Tax year end is approaching, a time when many investors will be looking for last-minute ideas to make the most of the annual ISA allowance. Given this...

The reasons to sell a fund and how to judge performance

19 Mar 2024

Contributed by Lukas

In the final episode of our four-part bonus ISA series that aims to help investors develop a broader understanding of funds, Kyle is joined by profess...

How will the new ‘British ISA’ work in practice?

14 Mar 2024

Contributed by Lukas

A week on from Chancellor Jeremy Hunt’s Spring Budget, Kyle is joined by Craig Rickman, interactive investor’s personal finance editor, to dissect...

How many funds to hold and what to consider when building a portfolio

12 Mar 2024

Contributed by Lukas

In the third episode of our four-part bonus ISA series, Kyle asks professional fund buyer Algy Smith-Maxwell to explain what investors need to conside...

Bulls versus bears: reasons to be cheerful and fearful

07 Mar 2024

Contributed by Lukas

Kyle Caldwell is joined by Andrew Bell, chief executive officer at Witan investment trust, to look at the big macroeconomic picture by highlighting ta...

How to narrow down the huge amount of fund choice

05 Mar 2024

Contributed by Lukas

In the second episode of a four-part bonus ISA series, Kyle asks professional fund buyer Algy Smith-Maxwell to explain how investors can break down th...

What you can learn from how ISA millionaires made their fortunes

29 Feb 2024

Contributed by Lukas

With tax year end over a month away, Kyle is joined by Sam Benstead to discuss how ISA millionaires invest, which hopefully provides plenty of inspira...

What I’ve learnt in 30 years as a fund manager

27 Feb 2024

Contributed by Lukas

In the first episode of a four-part bonus ISA series, Kyle has teamed up Algy Smith-Maxwell, a professional fund buyer. He also hosts his own podcast ...

This is what needs to happen for UK smaller company shares to bounce back

22 Feb 2024

Contributed by Lukas

This week Kyle is joined by George Ensor, fund manager of the River & Mercantile UK Micro-Cap investment trust, to discuss potential catalysts to ...

Shares, funds and investment trusts for £10,000 income in 2024

15 Feb 2024

Contributed by Lukas

Kyle is joined by interactive investor’s head of equity strategy Lee Wild to run through three hypothetical portfolios they hope will generate £10,...

Does tech dominance make S&P 500 tougher to beat?

08 Feb 2024

Contributed by Lukas

In this week’s episode, Kyle is joined by Gary Robinson, who manages Baillie Gifford American and Baillie Gifford US Growth Trust. The duo discuss w...

How private investors are topping the performance charts

01 Feb 2024

Contributed by Lukas

Kyle is joined by Myron Jobson, a personal finance expert at interactive investor, to discuss our own performance index, which is a barometer of how p...

How to find winning stocks during a cost-of-living crisis

25 Jan 2024

Contributed by Lukas

Over the past couple of years, high inflation and interest rate rises mean consumers have tightened their belts. This has proved a challenging backdro...

Why this emerging market pro prefers India to China

18 Jan 2024

Contributed by Lukas

On this week’s show Kyle is joined by emerging market investor Carlos Hardenberg to discuss prospects for this investment area. Hardenberg, who mana...

Dates for your diary: the big changes to personal finances in 2024

11 Jan 2024

Contributed by Lukas

Kyle is joined by interactive investor’s personal finance editor Craig Rickman to discuss the big personal finance changes taking place this year. A...

Where ii's CEO looks for investing inspiration

09 Jan 2024

Contributed by Lukas

Richard Wilson is chief executive of abrdn Personal Wealth and interactive investor (ii). But it is in his capacity as an investor that we hear from h...

This is On The Money

08 Jan 2024

Contributed by Lukas

On The Money is the podcast that helps you steer your investments through the headlines.Every Thursday, we speak to a range of voices in the world of ...

Eight key things for investors to watch in 2024

04 Jan 2024

Contributed by Lukas

In our first episode of 2024. Kyle is joined by Richard Hunter, head of markets, to talk through the factors most likely to influence investors in the...

How 2023’s investment predictions fared

21 Dec 2023

Contributed by Lukas

In the last episode of 2023 before we return in the new year, Kyle Caldwell is joined by Richard Hunter, head of markets at interactive investor, to r...

Top 10 most-popular funds and trusts: how they’ve changed in 2023

14 Dec 2023

Contributed by Lukas

On this week's show Kyle is joined by Sam Benstead to delve into the most-popular funds and investment trusts among interactive investor customers in ...

How to buy a football club

12 Dec 2023

Contributed by Lukas

In this bonus episode, Keith Harris - the man known in The City as 'Mr Football' - shares stories from his time as a senior corporate finance and take...

Four big investment trust themes to keep an eye on

07 Dec 2023

Contributed by Lukas

Jonathan Davis, one of the UK’s leading investment writers and author of The Investment Trusts Handbook, joins Kyle this week to talk about four big...

Why 2023’s biggest stock market story has staying power

30 Nov 2023

Contributed by Lukas

Arguably the main stock market story of 2023 has been the strong share price performances of the so-called ‘Magnificent Seven’ US technology compa...

The winners and losers from Autumn Statement 2023

28 Nov 2023

Contributed by Lukas

In this bonus episode Kyle is joined by interactive investor’s personal finance editor Craig Rickman to discuss the winners and losers from the Autu...

Investing in themes: the opportunities and pitfalls

23 Nov 2023

Contributed by Lukas

Thematic investing offers you the chance to capitalise on the big future trends of the world. There are numerous themes, but the main ones include clo...

Are these the UK growth companies of tomorrow?

21 Nov 2023

Contributed by Lukas

It has been notoriously difficult to bridge the gap between private and public markets, meaning small UK growth companies have struggled to tap into t...

Why the storm will end for this specialist sector

16 Nov 2023

Contributed by Lukas

In theory, the biotech sector has plenty going for it from an investment perspective, given that companies are aiming to develop drugs that are badly ...

How ISAs may be given a makeover

09 Nov 2023

Contributed by Lukas

In this episode, Kyle is joined by Craig Rickman, interactive investor’s Personal Finance Editor, to look ahead to the Autumn Statement. As usual, i...

Five fund trends catching our eye

02 Nov 2023

Contributed by Lukas

In this week’s episode Kyle is joined by Sam Benstead to discuss the biggest trends they’ve seen take place among the most-popular fund and invest...

Why investment trusts are caught up in a storm

26 Oct 2023

Contributed by Lukas

While there’s the risk of catching the proverbial falling knife, seeking out undervalued investments can potentially pay off over the long term. Inv...

Can unloved UK capital markets woo investors once again?

24 Oct 2023

Contributed by Lukas

In this bonus episode, Richard Hunter and guest Neil Shah, of research and investor relations firm Edison Group, take a closer look at how Chancellor ...

When is it time to sell a fund, investment trust or share?

19 Oct 2023

Contributed by Lukas

In this episode, we tackle a question asked by one of you: when should an underperforming investment be sold? To address this dilemma and offer some t...

Is the UK stock market still worth investing in?

12 Oct 2023

Contributed by Lukas

The UK stock market has been out of favour for a number of years now, with various headwinds deterring investors. The latest reason to shy away from t...

When will this long-term winning trend return to form?

05 Oct 2023

Contributed by Lukas

Since interest rates started to rise at the end of 2021, smaller companies have fallen out of favour. Kyle gets the thoughts of Peter Ewins, fund mana...

50th episode special: tips and lessons from one of our listeners

28 Sep 2023

Contributed by Lukas

To mark our 50th episode, Kyle is joined by one of our listeners, David Caney. He reflects on the lessons he has learnt over the years as a DIY Invest...

What the delayed recession means for investors

21 Sep 2023

Contributed by Lukas

Has the 2023 recession forecast for the UK/US economy been avoided, or has the storm been delayed for 2024? This week, Kyle is joined by Sunil Krishna...

Is this popular way to invest still fit for purpose?

14 Sep 2023

Contributed by Lukas

There are now question marks over a renowned investment strategy - the 60/40 portfolio. Historically the formula has worked well, but will it continue...

Overpaying the mortgage versus pension boost

07 Sep 2023

Contributed by Lukas

This is a question that has been suggested frequently by you and we have brought in Alice Guy, ii’s Head of Pensions and Savings to take a deep dive...

How the fund industry could better serve DIY investors

31 Aug 2023

Contributed by Lukas

This week, we hold the fund industry to account to look at how it can serve investors like you better. Kyle is joined by interactive investor's Sam Be...

Four years on from starting to invest: what I’ve learnt along the way

24 Aug 2023

Contributed by Lukas

Kyle is joined by beginner investor - and colleague - Nina Kelly this week, as she discusses her investment journey over the last four years. She talk...

Cash vs investing: there’s only one winner over the long term

17 Aug 2023

Contributed by Lukas

Interest rates have rocketed from just 0.1% to 5.25% over the past 18 months or so, which in turn has boosted the returns on savings rates. But while ...

How to find the real investment trust bargains

10 Aug 2023

Contributed by Lukas

This episode is inspired by you asking us to take a closer look at investment trust discounts. Kyle is joined by James Carthew, co-founder and head of...

Hunting for the best value opportunities among ‘cheap’ UK shares

03 Aug 2023

Contributed by Lukas

Despite plenty of bargain opportunities, the perpetual lack of love among investors for the UK equity market is perplexing the pros. One of them is Ne...

Why this region is in a sweet spot of performance

27 Jul 2023

Contributed by Lukas

Fund investors have shied away from Europe over the past couple of years. But now is a good time to re-examine exposure to the region – valuations a...

What you need to know about pension fund reforms

20 Jul 2023

Contributed by Lukas

Following last week's unveiling of a Government deal with some of the biggest investment firms - which could mean that 5% of pension fund investments ...

Why ‘get rich slow’ dividend investing is back in fashion

13 Jul 2023

Contributed by Lukas

Amid a backdrop of low inflation and low interest rates, investors flocked to funds and investment trusts focusing on growth shares. But now the macro...

Why bonds are back and how you can invest in them

06 Jul 2023

Contributed by Lukas

Kyle welcomes bonds specialist Sam Benstead back to the pod this week to explain why you should be paying closer attention to bonds, including what to...

The key trends impacting your investments so far in 2023

29 Jun 2023

Contributed by Lukas

Amid six months of market turbulence and global unrest, Kyle is joined by interactive investor's head of markets Richard Hunter to revisit the themes ...

Why these investment trust discounts are too cheap to ignore

22 Jun 2023

Contributed by Lukas

Despite more than 18 months of widening discounts across the private equity investment trust sector, some investors remain sceptical that the valuatio...

How to separate fund manager luck from skill

15 Jun 2023

Contributed by Lukas

Are fund managers actually skilled investors, or is it all down to luck? This week, Kyle is joined by Simon Evan-Cook, of Downing Fund Managers, whose...

Why you may already be profiting from AI

08 Jun 2023

Contributed by Lukas

The impact of artificial intelligence (AI) is already being felt in multiple industries - but what does it mean for you and your money? Kyle welcomes ...

Why there’s plenty of life in these dinosaur stocks

01 Jun 2023

Contributed by Lukas

For a number of years, disruptive growth stocks looking to shake up the status quo were the place to be. But with interest rates on the rise there cou...

The investment boom you could profit from

25 May 2023

Contributed by Lukas

Plenty of column inches have been written about the start of a potential new commodities 'supercycle', where demand outweighs supply for a sustained p...

Your questions answered #3

18 May 2023

Contributed by Lukas

As ever, the answers given in our question time episodes are not personal recommendations to buy or sell any financial instrument or product, or to ad...

Are you investing in the most-popular funds and trusts?

11 May 2023

Contributed by Lukas

Want to find out what other people are investing in? In this episode, Kyle is joined by Sam Benstead to look at the funds and investment trusts among ...

What I wish I knew when I bought my first fund

04 May 2023

Contributed by Lukas

Damien Fahy is a consumer champion, podcast host and founder of MoneytotheMasses. As a keen DIY investor, he joins Kyle this week to pick apart each o...

Investigating Wirecard and other financial scandals

01 May 2023

Contributed by Lukas

As Investigations Editor of the Financial Times, one of Paul Murphy's most notable successes was his involvement in exposing the Wirecard scandal, whi...

Is interest rate pain over for tech shares?

27 Apr 2023

Contributed by Lukas

Mike Seidenberg, fund manager of the Allianz Technology Trust, joins Kyle this week to find out whether tech's strong start to 2023 is a sign of bette...

Scottish Mortgage: should you hold, fold or be bold?

20 Apr 2023

Contributed by Lukas

We're dedicating this week's episode to Scottish Mortgage – the popular FTSE 100-listed investment trust that has seen its performance come off the ...

UK income vs global income: which is best for your portfolio?

13 Apr 2023

Contributed by Lukas

Investors looking for income opportunities have increasingly ventured overseas rather than sticking closer to home. But are they right to go global or...

Early bird ISA investor ideas (including where the pros find value)

06 Apr 2023

Contributed by Lukas

April 6 marks the start of a new tax year and a fresh £20,000 ISA allowance. Kyle is joined by Sam Benstead to look at the best-performing investment...

Banking turmoil explained: why we're in a mini crisis and not another global crash

30 Mar 2023

Contributed by Lukas

Amid a fortnight of turmoil for the banking sector, Nick Brind, fund manager of the Polar Capital Global Financials investment trust, explains why mul...

Pension stealth tax axed... but here’s how fiscal drag is hitting your pocket

23 Mar 2023

Contributed by Lukas

Chancellor Jeremy Hunt raised hopes for investors last week by scrapping the Lifetime Allowance. But for millions, life is a drag... a fiscal drag. A ...

Bonus episode: Nick Train on why UK should remain in your portfolio

21 Mar 2023

Contributed by Lukas

One of the UK's star fund managers, Nick Train, speaks to us in this special bonus episode. As the co-founder of Lindsell Train Limited and manager fo...

How to avoid painful investing pitfalls

16 Mar 2023

Contributed by Lukas

Can you invest without emotion? Mick Dillon, of Brown Advisory, is one of the few fund managers to use behavioural finance biases as an integral part ...

The tips and tricks you can learn from ISA millionaires

09 Mar 2023

Contributed by Lukas

Kyle welcomes Sam Benstead to the pod to find out how the 852 ISA millionaires on the interactive investor platform invest their money, including thei...

The hidden costs of the single life

02 Mar 2023

Contributed by Lukas

What does living alone mean for your money? Census data published last year showed more and more of us are in this position, with solo living in the U...

Your questions answered #2

23 Feb 2023

Contributed by Lukas

Should I overpay my mortgage or pension? Are ISAs or SIPPs the best tax-efficient wrapper? Is buying backdated state pension contributions a good deal...

The case for passive investing: is it right for you?

16 Feb 2023

Contributed by Lukas

Authors Robin Powell and Jonathan Hollow believe most investors would be better off simply buying passive funds. Nina Kelly speaks to them about their...

Three ways to generate £10,000 income this year

09 Feb 2023

Contributed by Lukas

As tax year end approaches, Kyle and interactive investor's Lee Wild share three portfolios they hope will generate £10,000 income this year.Kyle's f...

How to protect your investments against inflation

02 Feb 2023

Contributed by Lukas

Dividend investing can be a useful strategy to help protect your portfolio against inflation. Kyle welcomes Sam Benstead back to the pod to help find ...

Why investing in big tech could be a big mistake

26 Jan 2023

Contributed by Lukas

Star fund manager Terry Smith (Fundsmith Equity) has been topping up on tech shares lately, taking advantage of falling prices at the likes of Apple, ...

Investment trust tips and tactics

19 Jan 2023

Contributed by Lukas

Jonathan Davis, one of the UK’s leading investment writers and author of The Investment Trusts Handbook, joins Kyle this week to talk discount oppor...

The investment trends to watch in 2023

12 Jan 2023

Contributed by Lukas

Will tech shares bounce back? Can mid and small-caps recover amid recession? Will China's stock market have a better year? In the first episode of the...

The biggest investing lessons of 2022

22 Dec 2022

Contributed by Lukas

Becky and Kyle pick through the debris of an extraordinary year, where so-called 'safe' bond funds fell sharply, technology shares fell out of favour,...

Breaking the silence on inheritance

15 Dec 2022

Contributed by Lukas

It's not always the easiest subject to talk about but it could be one of the most important conversations you have. This week, Shona Lowe, financial p...

How to steer your investments through a recession

08 Dec 2022

Contributed by Lukas

As recession looms, Becky and Kyle are joined by Ian Lance, co-manager of the Temple Bar investment trust, to find out whether it really is all doom a...

Mistakes to avoid when investing for children

01 Dec 2022

Contributed by Lukas

Would we sooner see grandparents investing in a Junior ISA for our kids than adding to the pile of toys this Christmas? Join Becky, Kyle and personal ...

How to get the most out of Jeremy Hunt’s tax raid on investors

24 Nov 2022

Contributed by Lukas

A week on from the Chancellor's Autumn Statement, Becky and Kyle assess what Jeremy Hunt's tax raid means for DIY investors, including the reduction i...

Tips and tactics to help you build a portfolio

17 Nov 2022

Contributed by Lukas

Becky and Kyle explore the key questions you should ask on the road to building a portfolio, while funds and trusts expert Sam Benstead drops in ahead...

Your questions answered

10 Nov 2022

Contributed by Lukas

How many funds should I invest in? Are bonds the key to a guaranteed income in retirement? Does compounding work for growth-style funds and trusts tha...

Will new fund rules prevent you from investing in ‘sin’ stocks?

03 Nov 2022

Contributed by Lukas

Are the days of investing in so-called ‘sin stocks’ numbered? Becky and Kyle discuss whether the Financial Conduct Authority's plans to introduce ...

Why investors are deserting funds but should not panic-sell

27 Oct 2022

Contributed by Lukas

Investors have been piling out of funds, with more than £14 billion withdrawn year-to-date (to the end of August). Becky and Kyle explain the reasons...

How you can steer through the pension crisis

20 Oct 2022

Contributed by Lukas

It's rarely a good thing when pensions are on the front pages. But is there really cause to panic? Becky and Kyle assess the fallout from the past for...

Learn from the biggest investment mistakes

13 Oct 2022

Contributed by Lukas

We’ve all made them… and many of us probably still are doing. From underestimating risk and pension panics to Junior ISAs and buying funds, Becky ...

How do rising interest rates affect your investments?

06 Oct 2022

Contributed by Lukas

Interest rate rises aren't going away any time soon. In the first episode of On The Money, Becky O'Connor and Kyle Caldwell tackle what it all means f...

Funds Fan: 10 fund buying tips, and why I left Baillie Gifford

16 Sep 2022

Contributed by Lukas

In a special, final Funds Fan podcast, Kyle Caldwell and Sam Benstead discuss their top 10 tips for investing in funds. These include the active versu...

Funds Fan: why fund size matters, and Fundsmith challenger interview

02 Sep 2022

Contributed by Lukas

Kyle Caldwell and Sam Benstead discuss the latest fund and investment trust news; including recent research from Morningstar that debunked the widely ...

The Richard Hunter Interview: balancing risk and return in an exciting growth space

25 Aug 2022

Contributed by Lukas

I'm joined this week by Tim Levene, chief executive of Augmentum Fintech, which previously invested in interactive investor. We talk about the excitin...

Funds Fan: investment trust bargains, and top US investor interview

19 Aug 2022

Contributed by Lukas

Kyle Caldwell and Sam Benstead discuss the latest fund and investment trust news; including Terry Smith’s portfolio activity, investment trust disco...

The Richard Hunter Interview: why the value rally will continue

11 Aug 2022

Contributed by Lukas

I'm joined this week by Ian Lance, co-manager of the Temple Bar investment trust. A lot has happened, to say the least, since we last spoke in March 2...

Funds Fan: Scottish Mortgage, bonds are back and China’s a buy

05 Aug 2022

Contributed by Lukas

Kyle Caldwell and Sam Benstead run through the funds and investment trusts that investors have been buying to take advantage of stock markets returnin...

The Richard Hunter Interview: how to stay insulated from rising interest rates

28 Jul 2022

Contributed by Lukas

Richard Shepherd-Cross is my guest on the pod this week. As investment manager of Custodian REIT (or real estate investment trust), Richard explains t...

Funds Fan: winners and losers so far in 2022, and why small-caps outperform

22 Jul 2022

Contributed by Lukas

Kyle Caldwell and Sam Benstead run through how funds and investment trusts have fared in the first half of 2022 – including highlighting why funds h...

The Richard Hunter Interview: bargain-hunting in the post-pandemic ‘wild’

12 Jul 2022

Contributed by Lukas

Richard is joined by Matthew Tillett, lead portfolio manager for the Brunner investment trust to talk substance over style, bargain-hunting in the pos...

Funds Fan: Scottish Mortgage's private portfolio, commodities and why bonds are back

08 Jul 2022

Contributed by Lukas

Sam Benstead and Richard Hunter discuss the biggest news item in the world of fund investing, including the outlook for company earnings as firms repo...