On The Money

Rebecca O'Connor, head of pensions and savings at interactive investor, is joined by Dan Mikulskis, lead investment adviser and partner at the actuarial consultancy LCP, to discuss a new report: Is 12% the new 8%? The joint report from interactive investor and LCP highlights the dramatic impact that ‘lower for longer’ investment growth rates could have on retirement outcomes and outlines how individuals, pension providers and policymakers should respond. Read the report to find out: Why your expectations might be too high; How growth forecasts on pension statements have come down over time; What some of the world’s biggest asset managers think stock market growth will look like over the decades to come; What the impact of this will be for people with defined contribution pensions; What you can do personally to reduce the impact of lower growth rates on your pension; What we think providers and the government could do You can download the report here: https://www.ii.co.uk/knowledge-centre/future-growth 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.

Richard is joined by Tom Buckingham, the portfolio manager of the JP Morgan European Income Investment Trust to discuss the aims and objectives of the trust, top holdings and coping with the volatility of a global pandemic. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and 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.

The team discuss Scottish Mortgage, the most-popular funds and trusts among investors, and interview Toby Ross, manager of the Baillie Gifford Responsible Global Equity Income fund. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and 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.

Tom is joined by Tom Eckett, editor at ETF Stream, to discuss what has happened at iShares Global Clean Energy, what an active ETF is and what trends to watch out for in the ETF world. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and 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.

Richard is joined by Paul Niven, fund manager of F&C Investment Trust to discuss the history of the trust, how it operates today and what the future potentially holds in a post-pandemic environment. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and 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.

Choosing what to invest in can mean considering what makes sense ethically as well as financially. In this episode, Becky and Greg discuss sustainable investing, all-things ESG and the reasons for its popularity. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas. Becky O’Connor is Head of Pensions & Savings at interactive investor. Greg Davies is a behavioural finance expert at Oxford Risk. See oxfordrisk.com for more information. 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.

Richard is joined by Becky Qin, assistant portfolio manager at Fidelity Multi-Asset Income fund, to discuss income strategy, being a global investor and what the future holds for the fund. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and 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.

The team discuss the comeback of fund manager Mark Barnett, standout fund performers of the first quarter and the benefits of boutique firms. Later, Simon Moon, co-manager of the Unicorn UK Ethical Income fund, joins the programme. The fund invests in mid and small-cap firms and appears on our ACE 40 ethical rated list of investments. Simon discusses investing ethically and the outlook for dividends for the rest of 2021. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and 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.

Richard is joined by Helen Mahy, chairman of The Renewables Infrastructure Group (TRIG), to discuss clean energy investment, renewable energy and all things ‘green’. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and 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.

Tom is joined by Howie Li, the head of ETFs at Legal & General Investment Management (LGIM), to discuss thematic and sector investing, the sectors of tomorrow and future plans for LGIM. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and 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.

Richard Hallett, manager of the Marlborough Multi-Cap Growth Fund, looks at the opportunities presented in tech and healthcare, why he tends to avoid housebuilders, and the benefits of backing quality companies in a pandemic. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and 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.

The team begin by discussing the standout performance of three UK fund sectors before questioning how long the predicted post-pandemic boom might last. Later, Guy Anderson, portfolio manager of the JP Morgan Mercantile investment trust, joins the podcast to discuss his outlook for dividends in 2021, and stocks to play the post-pandemic themes of ‘recovery and consumption’ and ‘industrial recovery’. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and 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.

Richard sits down with Richard Penny, manager of the TM CRUX UK Special Situations Fund, to talk about the attraction of tech and non-Covid healthcare stocks, and how he builds resilience into the portfolio. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and 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.

Richard takes a closer look at Temple Bar investment trust with its co-manager, Ian lance, who explains his post-Covid market outlook and why the previously unfancied Royal Mail is among the trust’s top holdings. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and 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.

It can be a source of friction and awkwardness, but inheritance is an important subject for families. In this episode, Becky and Greg explore the importance of personality, timing and how to break the silence, whether you’re the one giving or inheriting. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas. Becky O’Connor is Head of Pensions & Savings at interactive investor. Greg Davies is a behavioural finance expert at Oxford Risk. See oxfordrisk.com for more information. 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.

Peter Spiller has been manager of the Capital Gearing Trust since 1982. After one of the more extraordinary 12 months of his 39-year tenure, he speaks to Richard about luck and opportunities amid uncertainty and why bitcoin is an ESG disaster. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and 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.

The team begin by addressing renewed investor interest in UK funds and the recent performance of Scottish Mortgage, one of our Super 60 choices. Later, Jonathan Brown, manager of the Invesco Perpetual UK Smaller Companies investment trust, joins the podcast. Note: this podcast was recorded on 17 March 2021. On 19 March, it was announced that James Anderson, joint fund manager of Scottish Mortgage, will retire and step down from the trust on 30 April 2022. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and 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.

Richard completes the Lindsell Train set this week, sitting down with Michael Lindsell, portfolio manager of Lindsell Train Global Equity. The pair discuss strategy overlap at Lindsell Train, Covid-19 and why tech is under the microscope. Enjoyed listening? Please like and subscribe. This episode is also available as a vodcast. Watch the video on the interactive investor YouTube channel at: bit.ly/Lindsell Visit ii.co.uk/funds and 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.

In this special edition of the interactive investor podcast, news editor Sam Barker meets Caroline Rainbird, chief executive of the Financial Services Compensation Scheme (FSCS) to discuss the rise of financial scams. Visit ii.co.uk/stock-market-news for more insight and ii.co.uk/about-ii/your-protection to find out how interactive investor helps keep your money safe. 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.

Richard meets AVI Global Trust portfolio manager Joe Bauernfreund to talk Japan, Covid-19 and the attraction of family-controlled holding companies with stakes in the likes of Ferrari and Juventus FC. 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.

To mark International Women’s Day 2021, Audrey Ryan, fund manager of Aegon Ethical Equity, sits down with Richard to take a closer look at the fund and discuss the likelihood of seeing more female fund managers in the investment industry over the next decade. Visit ii.co.uk/stock-market-news for more investing insight and ideas. Find out more about International Women’s Day at: internationalwomensday.com. 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.

Kicking off the podcast, the team discuss the performance of fund sectors since the Covid-19 sell-off a year ago and the investment trusts that would have created ISA millionaires. Later, Cormac Weldon, who oversees Artemis US Smaller Companies, is our fund manager guest. The fund is one of our Super 60 fund choices. 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.

Tom Bailey’s guest for this episode is Larry Swedroe, chief research officer at Buckingham Wealth Partners, a long-standing advocate of passive investing, and a prolific author. 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.

Jon Hudson, co-fund manager of Premier Miton UK Growth, joins Richard this week to talk video games and why investors should keep the faith with the travel industry. 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.

Becky is once again joined by Greg Davies, behavioural finance expert at Oxford Risk, to talk risk, family and why the news can cloud our judgment when it comes to investing. 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.

This week, Premier Miton fund manager Nick Greenwood talks to Richard about the Global Opportunities trust, its performance amid the Covid-19 pandemic and why Vietnam is such an attractive investment opportunity. 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.

The team begin by debating the return of fallen star fund manager Neil Woodford and his apology to investors. Later, Simon Holmes, lead fund manager of the BMO Sustainable Universal MAP range, joins the podcast to discuss the three multi-asset sustainable funds that are part of our Quick-Start range for beginner investors. 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.

Richard talks to Dr Trevor Polischuk, co-portfolio manager of the Worldwide Healthcare Trust, about how the trust and the wider healthcare sector has performed amid the Covid-19 pandemic. 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.

Richard is joined by Andy Ho, chief investment officer at VinaCapital Investment Management, to talk Vietnam’s investment potential and how the fund has coped amid the coronavirus pandemic. 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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

Ed Smith, head of asset allocation research at Rathbones, talks to interactive investor about some of the challenges and prospects for the UK economy in 2021. 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.

Mark Makepeace was the founding chief executive of FTSE International and for decades oversaw the creation of the FTSE brand and indices. He talks to ETFs editor Tom Bailey about his new book, FTSE: The Inside Story, and major changes that have taken place in the UK stock market. 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 experts Kyle Caldwell and Tom Bailey discuss the best funds and investment trusts of the year, and examine a poll of investment trust managers that reveals where they expect to find value opportunities in 2021. The pair are joined by Jonathan Davis, editor of the annual Investment Trust Handbook, who discusses highlights of this year’s book, including insights from Aberdeen Standard Life’s Harry Nimmo, Monks’ Charles Plowden and Allianz Technology Trust’s Walter Price. Davis also explains why he thinks trusts are the connoisseur’s choice when choosing an investment, and makes predictions for 2021. 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.

A group of four from Reading School won this year’s Student Investor Challenge competition, which is run by the London Institute of Banking and Finance and aims to help young people learn about the stock market. We caught up with two of the winners to find out how their virtual £100,000 portfolios fared. 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.

Tom Bailey, interactive investor’s ETFs editor, and Nitesh Shah, director of commodity research at WisdomTree Europe, discuss exchange-traded products, gold and oil investing, and emerging trends in commodity ETFs. 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 veteran investor and expert in emerging markets discusses his new book The Inflation Myth and the Wonderful World of Deflation, which aims to debunk myths about inflation and explain why we should be happy about being in a deflationary world. 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.

This episode opens with experts Kyle Caldwell and Tom Bailey discussing the launch of a new investment trust, the most popular funds and trusts among investors this month, and why Tom prefers an index fund or ETF for gaining exposure to emerging markets. They are joined by Capital Gearing’s Peter Spiller, the longest-serving manager of an investment trust, having been at the helm for 38 years. He explains how the capital preservation trust invests and shares his thoughts on equity markets, trust discounts and the yellow metal. 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.

Jim Leaviss, fund manager of the M&G Global Macro Bond, which is one of interactive investor’s Super 60 funds, discusses the objectives of “M&G’s most flexible bond fund”, where they have been aggressively buying, performance, and favoured corporate 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.

In this episode, interactive investor’s Kyle Caldwell and Tom Bailey examine the results of a respected global fund manager survey and focus on themes professional investors are betting on. The pair are joined by Charles Luke, manager of the Murray Income investment trust, which boasts 47 consecutive years of dividend growth. Luke discusses the trust’s recent merger with the Perpetual Income and Growth trust, portfolio activity, and when the dividend drought will end. Finally, analyst Liberty Godfrey considers Montanaro Better World, a new fund in our ACE 40 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.

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 discuss the different ways to invest for retirement, including workplace pensions, SIPPs (self-invested personal pensions) and ISAs. 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. Please note the tax treatment of these products depends on the individual circumstances of each customer and may be subject to change in future. If you are uncertain about the tax treatment of the products you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Tom Bailey, interactive investor’s collectives editor, deep dives into the history of exchange-traded funds (ETFs) with guest Mark Fitzgerald, head of product specialism at Vanguard. The pair discuss the provenance of ETFs, aiming to give listeners a better understanding of them and how to use them, before considering the big themes in a mushrooming market. 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.