We meet Rob Peterman, Chief Commercial Officer at the Toronto Stock Exchange, to look at the newly released TSX30 list of top-performing Canadian companies.

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00:00 What is the TSX30?
03:04 The sectors dominating 2024's TSX30
05:20 Trends to be seen in this year's TSX30
09:33 What can we learn from the dividend picture of the TSX 30 components this year, compared with when the list was first launched?
11:28 How are leading Canadian companies using and raising capital?
13:12 Which companies are consistently in the TSX30, and why?
15:06 What does the TSX30 tells us about Canadian and global markets?
17:32 What does the TSX30 tell non-Canadian investors about the Canadian stock market?
19:40 Find out more about the TSX30

Canada's top 30 stocks - Stuart chats with Robert Peterman of the Toronto Stock Exchange | Ep.116

We meet Stuart Thomas of Precidian Investments to learn about the importance of being currency-hedged.  We look at what currency hedging is and how to, when you buy a stock listed in a different currency from your own, mitigate the additional risks of currency fluctuation.

🎧 Subscribe and stay updated with insights from leading investors, fund managers, and innovators.

#Currencies #Forex #Hedging #Trading #GBP #USD

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00:00 Intro to Precidian Investments
04:39 What is currency hedging?
07:57 What currency risks are investors exposed to?
10:33 How can traders reduce your currency risks?
13:14 Are there enough ETFs outside the USA?
14:51 Managing the costs and fees of currency hedging
16:53 Does currency hedging matter for intraday traders?
18:27 Does it matter to me?
20:00 ADRs vs. forex futures
23:08 What can go wrong?

Why currency hedging is important for small investors - with Stuart Thomas of Precidian

Schroder Japan Trust is a London-listed investment trust that is focused on specific single stock opportunities within the larger Japanese equity market. It is an exciting time to be invested in Japan, with a cheap yen and the Japanese government pushing ahead with far-reaching reforms for listed companies.

On the podcast we talk to Schroder Japan lead fund manager Masaki Taketsume about running a best ideas portfolio in Japan. We discuss some of the key trends he is seeing in the market, including the yen, interest rates, tariffs and shareholder activism. He also explains the trust’s approach to stock picking and the benefits of investing in under-researched companies.

🎧 Subscribe and stay updated with insights from leading investors, fund managers, and innovators.

Listen on:
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00:00 Intro to the Schroder Japan Trust
01:45 Market cap of invested companies
02:37 The yen and Japanese interest rates
04:47 The effect of inflation on Japanese companies
05:57 Effect of trade barriers on Japan
08:00 Corporate governance and shareholder interests
11:25 Opportunities with under-researched companies
12:56 Which sectors are looking good?
13:46 Why is active fund management important with Japan equities?
15:17 Activist campaigns in Japan
17:27 Over-diversified business groups
20:24 Outlook for Japanese equities

🎧 Why Japanese Equities Are Booming | Masaki Taketsume, Schroder Japan Trust

Stuart meets Rezaah Ahmad of corporate bond marketplace WiseAlpha.  They cover the definition of a corporate bond and how they work, the size of the bond market, equity dividends vs bond coupons and what to look out for when considering investing in this type of asset.

If you enjoy these conversations, the best way to support the show is a quick rating or review — it helps more investors discover us.

Listen on:
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Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070
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00:00 Intro to WiseAlpha Corporate Bonds
01:12 What is a Corporate Bond?
01:45 How they differ from Government Bonds
03:05 How big is the bond market?
03:45 Benefits of Bonds over Equities - dividends vs coupons
05:42 Which companies have corporate bonds, e.g. Ocado?
07:26 Bond holders are ahead of the queue
08:40 Investing in corporate bonds for pensions
09:51 Risks with corporate bonds
12:07 Paying attention to central bank rates
13:13 Bond prices vs bond yields explained
15:41 Bond ratings - investment grade and beyond
17:44 Liquidity - how do you trade?
24:58 Buying and selling on www.WiseAlpha.com

What are Corporate Bonds and How Do You Invest? | Ep.145

In this episode of Investing, Markets & Money, we dive into gold and precious metals with Robert Crayfourd, co-manager of the Golden Prospect Precious Metals Fund at CQS New City.

The fund has just been named Best Investment Trust for Growth at the 2025 Online Money Awards—and Robert explains the strategy behind its success. You can find more on the awards here - https://www.thearmchairtrader.com/online-money-awards/

Stuart and Robert cover:
- Why small & mid-cap miners can deliver better returns than gold ETFs
- Central bank gold buying and the weaponization of the dollar
- The outlook for gold, silver, and other precious metals in 2025
- How geopolitical risk, US debt, and interest rates shape the sector
- The value of active management in mining vs passive ETFs

👉 Don’t miss Robert’s insights on why gold may still be “underowned” and how his team finds opportunities others overlook.
If you enjoy these conversations, the best way to support the show is a quick rating or review — it helps more investors discover us.

Listen on:
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Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070
Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast
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YouTube - https://www.youtube.com/@armchairtrader

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00:00 Intro to Golden Prospect Precious Metals [LON:GPM]
02:09 How flexible is the trust's mandate?
02:40 The global gold market
05:09 What has been driving the gold price up?
07:25 Geopolitical risk versus central bank holdings
10:55 Why buy an investment trust and not an ETF
12:30 Going on site visits
14:13 Managing risk
16:26 Political elements to running the trust
17:00 The trust's geographic exposure
17:47 Other metals besides gold: silver
20:55 Sustainability and corporate governance
22:41 Miners and government disputes, e.g. Barrick in Mali
23:56 Golden Prospect wins Best Investment Trust for Growth
27:08 Gold/silver producers using cash for development
28:12 Spotting takeover targets
30:20 How have ETFs affected the market?
31:49 The fund's subscription shares rights issue

Gold Mining Stocks 2025: Outlook, Risks & Opportunities, with Golden Prospect

In this episode of the Investing, Markets & Money podcast, we sit down with Thomas Moore, manager of the Aberdeen Equity Income Investment Trust, winner of Best Investment Trust for Income at the Online Money Awards 2025.

Thomas shares his approach to picking dividend stocks that deliver not only high yield but also dividend growth and long-term capital growth. With the trust currently yielding 6.1% and boasting nearly 25 years of uninterrupted dividend increases, we explore how UK equity investors can find opportunities in a market that still yields just 3.2%.

💡 Key topics we cover:

Why dividend income matters in 2025 with high living costs
How to find UK dividend stocks yielding 5–10%
The balance between income and capital growth
Why high-yield stocks can also be growth opportunities
Stock picking insights from a seasoned income fund manager

👉 Whether you’re focused on dividend investing, income investing, or just looking for the best UK stocks for long-term returns, this episode is packed with insights.

Find out more about Aberdeen Investments here - www.aberdeeninvestments.com

#Investing #InvestmentTrusts #Equities #Dividends #InvestingPodcast #Markets #WealthBuilding #FinancialMarkets 

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🎧 Listen to more episodes of the Investing, Markets & Money podcast on Spotify, Apple Podcasts, and all major platforms.

Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f
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00:00 Intro to the Aberdeen Equity Income Trust
01:33 Balancing income and capital growth
04:09 Focus on UK value stocks
08:13 Criteria for picking new companies
11:18 Inflows and outflows from UK equity markets
13:00 Mergers and acquisitions in the market
14:58 Why do companies do share buybacks?
19:36 What does "index-agnostic" mean?
22:03 What has helped the fund's performance recently?
27:30 The effect of politics on UK stocks?
31:22 Looking at British companies with exposure outside the UK
35:30 Effect of tariffs

Thomas Moore: stockpicking for yield, dividend & capital growth | Ep.148

The FCA has just approved listed crypto ETFs for retail investors, opening the door to #Bitcoin and #Ethereum exposure through regular brokerage accounts — no wallets, no private keys, no hassle.

In this episode of Investing, Markets & Money, host Stuart Fieldhouse talks with Dovile Silenskyte from WisdomTree's Digital Assets team about what this decision means for UK investors, how #crypto ETPs actually work, and why this could be a game changer for mainstream adoption.

We cover:
✅ What makes crypto ETPs safer and simpler than direct crypto ownership
✅ How Bitcoin and Ethereum ETPs are structured and backed
✅ The differences between physical and synthetic exposure
✅ Whether crypto ETPs could soon be held in ISAs and SIPPs
✅ Smart allocation tips — how much crypto might make sense in your portfolio

If you’ve been curious about adding crypto exposure without the wallet headaches, this episode is for you.

🎧 Subscribe for more investing insights and market analysis every week.
👉 Join our free investing newsletter: https://www.thearmchairtrader.com/newsletter/

Useful links
WisdomTree Europe website - https://www.wisdomtree.eu/en-gb/strategies/crypto-currency
FCA approval of Crypto ETPs for retail investors - https://www.thearmchairtrader.com/crypto/a-safer-way-into-the-cryptocurrency-maze/
UK allows crypto ETPs in ISAs and SIPPs - https://www.thearmchairtrader.com/crypto/uk-allows-crypto-in-isas-and-pensions/

#CryptoETF #BitcoinETF #Investing #UKInvestors #WisdomTree #CryptoNews #ETFs #FCA #Ethereum #DigitalAssets #InvestingPodcast #FinancialMarkets #InvestingEducation

00:00 Introduction to WisdomTree in crypto markets
01:54 Allowing access for retail investors
02:50 Managing your own wallets
03:37 What are crypto ETFs?
05:00 Do ETF managers use pure crypto exposure?
05:52 How crypto custody works
08:58 Ethereum yield from staking, and risks
11:15 Benefits for investors of the ETF model
12:00 Reduced liquidity risk
12:40 Including in ISAs and SIPPs
13:33 Coins becoming available
15:36 Leveraged crypto products
17:52 How much to own in your portfolio?
19:08 Actively managed crypto products and fees
22:09 Finding out more at wisdomtree.eu

Dovile Silenskyte: UK Investors Can Finally Buy Bitcoin & Ethereum ETPs!

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award for two years running (2024 and 2025), is joined by Andrew McHattie, editor of the Investment Trusts Newsletter.

This discussion was recorded on Thursday 16 October 2025.


*** Out now: The 2025 Investment Trusts Handbook ***
The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version.
***


Section Timestamps:
0:00:24 - Introduction
0:01:11 - M&A and the Biotech sector
0:06:56 - Manchester and London (MNL)
0:11:09 - Cordiant Digital Infrastructure (CORD)
0:14:35 - The commodities sector
0:19:09 - A short break
0:20:15 - Commercial property
0:24:08 - TwentyFour Income Fund (TFIF)
0:26:40 - Seraphim Space Investment Trust (SSIT)
0:29:46 - Saba Capital
0:33:47 - Some good results
0:40:09 - Close



If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year.

This week, as well as the usual features, the Circle features a profile of the Mobius Investment Trust (MMIT). Future profiles include Henderson Smaller Companies (HSL) and Scottish American (SAIN). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector.  

For more information please visit https://money-makers.co/circle. 

Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 300 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin - www.bgprofessional.co.uk

301: Money Makers Investment Trusts Podcast - with Andrew McHattie (18 Oct 2025)

Host Stuart Fieldhouse chats with Jean Roche, manager of the Schroders UK Mid-Cap Investment Trust, to discuss what defines a mid-cap stock, the FTSE 250 outlook, share buybacks, and where she’s finding opportunity in UK defence and retail stocks.

If you’ve been wondering whether UK equities are undervalued or how mid-cap investing compares to large and small-cap strategies, this episode offers deep insight from one of the most experienced managers in the market.

Our thanks to Schroders  for the use of their studio for this episode. You can find out more about Schroder UK Mid-Cap Fund here - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-uk-mid-cap-fund-plc/

🎧 Subscribe for more investing insights and market analysis every week.
👉 Join our free investing newsletter: https://www.thearmchairtrader.com/newsletter/

Listen on:
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Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast
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00:00 What is a Mid Cap stock?
02:00 Jean's investment philosophy regarding Mid Caps
05:05 Why so many share buybacks right now?
08:13 Why Mid Caps and not Large Caps?
11:25 The wider UK economy and equity market
15:18 UK sectors and themes to watch
18:28 When a company makes it into the FTSE 100
22:20 How does Jean protect the downside risk?
25:00 Key contributors to the trust's performance
27:17 Looking ahead to UK market opportunites and risks

Is Now the Right Time to Buy UK Mid-Cap Stocks? with Jean Roche, Schroders | Ep.150

Gold and silver are on fire — but can the rally last? In this episode of Investing, Markets & Money, host Stuart Fieldhouse talks with Michael Brown of  Pepperstone  about what’s really moving global markets.

They break down the surge in precious metals, the renewed fears around U.S. banks, and whether debt and deficits could finally catch up with policymakers. Michael shares insights on U.S.–China trade tensions, the AI-driven S&P 500 rally, and why UK stocks remain chronically undervalued.

You can find more market insight from Michael and the Pepperstone team here - https://pepperstone.com/en-gb/analysis/

👉 Subscribe for more insights on markets, ETFs, and investing trends from the world’s top strategists and analysts.

👉 Join our free investing newsletter: https://www.thearmchairtrader.com/newsletter/

00:00 Precious metals: gold and silver trades
04:50 The US Dollar and US banks
07:45 US debt and borrowing trends
11:25 Tariffs and the US-China trade war
15:25 The S&P 500 and the AI bubble
21:05 UK stocks and the UK budget
25:22 Why such intense speculation on the Budget?

Gold, Debt & AI: What’s Really Driving Markets Right Now | Michael Brown, Pepperstone

In this episode of the Investing, Markets & Money podcast from The Armchair Trader, we talk with Brett Heath, CEO of Metalla Royalty & Streaming (NYSE/TSX: MTA) — an innovative company in the gold and mining royalty space.

Brett explains how royalty companies make money without ever operating a mine, the growth story behind Metalla’s $700 million market cap, and why royalties can offer investors exposure to gold, silver, and copper without the same risks faced by traditional miners.

Topics covered:
• How royalty and streaming models work
• Metalla’s $6M investment that became a major gold discovery
• Why the royalty model scales with minimal overhead
• Outlook for gold, silver, and copper in 2025–2030
• The next growth phase for Metalla Royalty

Find more on Metalla Royalties and Streaming. Visit the website: https://www.metallaroyalty.com/

📩 Subscribe to our free newsletter for reglar insights on Stocks, ETFs, Commodities, and Global Markets: https://www.thearmchairtrader.com/newsletter/

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00:00 Intro to Metalla Royalty and how royalty companies work
03:51 Hanging on to portfolio companies
05:09 How Metalla sources investments
07:45 Metalla's plans for the next year or two
12:49 Spread of gold, silver and copper companies
13:58 Operational and downside risks
18:16 Criteria for new investments
23:20 Commodity cycle outlook and growing the business
26:56 How do mining companies pay - cash or bullion?
31:24 Can production satisfy projected demand?

How Metalla Royalty Makes Money From Gold Without Mining | Brett Heath Interview

The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast.

Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends.

Listen on SoundCloud, YouTube or wherever you get your podcasts.

Canada's top 30 stocks - Stuart chats with Robert Peterman of the Toronto Stock Exchange | Ep.116

Investing, Markets and Money