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 BNY Mellon Global Equity Income fund, thinks this trend may soon reverse. In this episode, he explains why high valuations for the “Magnificent Seven” US technology companies remind him of the tech bubble 25 years ago and how this could prompt a change in sentiment towards cheaper areas of the market, such as consumer staples, healthcare and utilities.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Important 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. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are in any doubt about the suitability of a Stocks & Shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of these products, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Growth vs income: why the tide could be turning

The topics, stocks and shares mentions / discussed include:
Winning 270% in profits with this private label winner,
TwinPetesInvesting Challenge winners,
Stamp Duty,
Tesla / TSLA
McBride / MCB
British American Tobacco / BATS
Kainos / KNOS
META
Windward Ltd / WNWD
Unity Software / U / Spatial Computing
Helium One Global /HE1
Zephyr Energy / ZPHR
Greencore / GNC
Braemar Plc / BMS
Dividends
Ai, AR, VR
Sentiment / Momentum
Phil Oakley's blog https://investingstuff.substack.com/
Henry Viola-Heir's blog https://theethicalentrepreneur.com/
Harriman House books harriman.house/
Powder Monkey Brewing Co powdermonkeybrewing.com/collections/all-products 10% discount code : TWINPETES
CENTREPOINT Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2024 www.justgiving.com/page/twinpeteschallenge24 Just Giving page
Investing
Trading
& more

The Twin Petes Challenge 2024 / Charity fundraise is for the CENTREPOINT Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help. Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) JUST GIVING TWIN PETES FUNDRAISING FOR THE CENTREPOINT www.justgiving.com/page/twinpeteschallenge24 Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Thank you.

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.
PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.

Winning 270% in profits with this private label winner, #TESLA #MCB #BATS #KNOS #WNWD #HE1 $U #Ai

Kyle welcomes Sam Benstead back to the podcast to discuss key trends and topics so far this year, including the “Magnificent Seven” being rebranded to “The Fab Four”, the latest interest rate predictions, the most-popular funds and investment trusts among ISA investors, the appeal of India as an investment destination, and investment trust discount opportunities. 

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Important 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. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are in any doubt about the suitability of a Stocks & Shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of these products, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

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

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Richard Pindar, CEO of Book Asset Management, and Ewan Lovett-Turner, head of investment trust research at Deutsche Numis.

We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.


Section Timestamps:
0:00:39 - This week's guests
0:01:15 - Review of the week
0:02:59 - Corporate news and announcements
0:04:09 - Summary of results
0:05:35 - Money Makers Circle
0:07:12 - J.P.Morgan Global Growth and Income (JGGI)
0:07:49 - Q&A with Richard Pindar
  0:08:11 - Reviewing the annual results
  0:09:59 - Reducing the discount
  0:12:40 - B share scheme
  0:18:06 - Liquidity
  0:19:37 - The private equity market in general
  0:23:37 - Realising investments in the portfolio
  0:27:36 - Portfolio concentration
  0:30:53 - UK economy impacts on investments
0:37:16 - Q&E with Ewan Lovett-Turner
  0:37:49 - Reviewing the annual results
  0:39:37 - Reducing the discount
  0:42:18 - B share scheme
  0:47:44 - Liquidity
  0:49:15 - The private equity market in general
  0:53:15 - Realising investments in the portfolio
  0:57:14 - Portfolio concentration
1:00:31 - UK economy impacts on investments
1:03:07 - 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, market/portfolio reviews and regular extracts from the editor's notebook.

This week, there is no profile due to the Easter break, but future profiles to look out for include Chrysalis Investments (CHRY),STS Global Income & Growth (STS), and Artemis Alpha (ATS). Remember to look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts along with a new list of his favourite funds, and includes all the regular features available in the Circle. The content of that email is also available for subscribers via the website.

For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 200 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.

Money Makers: Talking Trusts

205: Weekly Investment Trusts Podcast - with Richard Pindar and Ewan Lovett-Turner (06 Apr 2024)

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Paul ffolkes Davis, chairman of Rising Sun Management, the investment advisor to the Nippon Active Value Fund (NAVF), and Max King, the market and investment trust commentator and former Investec fund manager.

We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.


Section Timestamps:
0:00:39 - This week's guests
0:01:31 - Review of the week
0:04:38 - Summary of results
0:05:39 - Corporate news and announcements
0:06:08 - Money Makers Circle
0:06:48 - Q&A with Paul ffolkes Davis
  0:06:59 - Looking back at the last year
  0:08:43 - Rolling over of AJGF and AJIT
  0:14:11 - Reflecting on the IPO
  0:17:26 - Availability of potential partners
  0:18:33 - The strategy
  0:25:41 - The value of the yen
  0:27:58 - Gearing
  0:29:13 - Prospects for the year ahead
0:33:18 - Q&A with Max King
  0:33:22 - Feel good versus feel bad
  0:36:18 - The performance of gold
  0:37:31 - The investment trust sector
  0:38:35 - Cost disclosure, constraints, and the regulator
  0:42:30 - Good investments
  0:47:05 - Private equity
  0:48:32 - Spotting the next target for consolidation
  0:54:49 - Solving the housing market problem
0:57:58 - 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, market/portfolio reviews and regular extracts from the editor's notebook.

This week, as well as the usual features, the Circle features a profile of Chrysalis Investments (CHRY). Future profiles include STS Global Income & Growth (STS), and Artemis Alpha (ATS). Remember to look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes all the regular features available in the Circle. The content of that email is also available for subscribers via the website.

For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 200 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.

206: Weekly Investment Trusts Podcast - with Paul ffolkes Davis and Max King (13 Apr 2024)

The topics, stocks and shares mentions / discussed include:

-With special guest Jamie Ward, Investor, Equity Analyst, Fund Manager, former Head of Investment Solutions @ AJ BELL @JamieCDubya on Twitter / X
-With special guest Jason Needham, Full-time investor / Small to Mid cap specialist trend follower @stealthsurf on Twitter / X   Website Trading Bases
-Trading & Investing in volatile markets
-What to focus on in the markets & stocks
-Warpaint London / W7L
-Man Group / EMG
-Ashtead Technology / AT.
-Frontier Developments / FDEV
-Speedy Hire / SDY
-Everyman Media / EMAN
-International Distribution Services / IDS
-FTSE 100 / FTSE All-share
-AIM All-share
-Russell 2000 / Nasdaq
-Dow Jones Transports
Dow Jones Industrial index
-S&P 500
-DAX
-Dividends / Dividend yield
-Total returns compounders
-Psychology
-Fundamental Analysis
-Sentiment / Momentum
Sharescope / Sharepad special discount offer code https://www.sharescope.co.uk/landing_sharepad.jsp# : TwinPetes
Phil Oakley’s blog https://investingstuff.substack.com/
Henry Viola-Heir’s blog https://theethicalentrepreneur.com/
Investors’ Chronicle sponsor the TwinPetesInvesting Challenge https://www.investorschronicle.co.uk/product-matrix?pageSource=header-cta&referer=cta
Harriman House books https://harriman.house/
Powder Monkey Brewing Co  10% discount code https://powdermonkeybrewing.com/collections/all-products : TWINPETES
CENTREPOINT Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2024 Just Giving page https://www.justgiving.com/page/twinpeteschallenge24
-Investing
-Trading
- & more

The Twin Petes Challenge 2024 / Charity fundraise is for the CENTREPOINT Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help.  Henry Viola-Heir is fundraising for Centrepoint (justgiving.com)  JUST GIVING TWIN PETES FUNDRAISING FOR THE CENTREPOINT  https://www.justgiving.com/page/twinpeteschallenge24  Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Thank you.

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. 
PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.

With 2 special guests, What to focus on in the #markets & #stocks, #W7L #AT. #FDEV #IDS #EMG #SDY &

Twin Petes Investing