This week, Kyle talks to Rob Arnott, founder of Research Affiliates, about a new way of owning the market passively by backing underdog stocks that have been kicked out of big indices, such as the S&P 500. The duo discuss the potential flaws in how most index funds and ETFs track the market, and Arnott gives his views on whether valuations have become too extreme for US technology stocks. 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 infor ..read more

In our latest episode, we offer an overview of the macroeconomic picture, highlighting reasons for investors to be cheerful and fearful. Joining Kyle to explain why he expects the next 12 months to be a tug of war for markets is Sunil Krishnan, head of multi-asset funds at Aviva Investors. Topics discussed include inflation, interest rates, gold, and the US election. 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 i ..read more

To mark our 100th episode Kyle interviewed Terry Smith, manager of Fundsmith Equity. Among the topics discussed are whether it has become harder for active funds to outperform the index due to the strong performance of the ‘Magnificent Seven’ tech stocks. Terry also runs through the rationales behind the two stocks he has bought this year. He explains why Diageo was recently sold, and why he hasn’t bought Nvidia. Kyle also asks Terry for his view on the UK stock market, and to explain why he thinks “no one should invest in equities for income”. On The Money is an interactive investor (ii) podc ..read more

In the run-up to a Budget there’s always plenty of speculation about potential changes to the tax system. But ahead of the first Budget from a new government on 30 October, rumours have been running wild after Chancellor Rachel Reeves revealed a £22 billion black hole in the public finances. Joining Kyle to discuss the taxes Labour may target and how your personal finances could be impacted is friend of the pod Craig Rickman, interactive investor’s personal finance editor. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market ..read more

One of the challenges facing fund investors is the huge amount of choice. For those looking for a fund that invests in sustainable stocks, there is the added complication of various approaches. To make it easier to narrow down the choice, four new fund labels have been introduced for investors who are seeking to align their portfolios with their values. To find out about these new labels and how they can help investors, Kyle is joined by Miranda Seath, director, market insight and fund sectors, at the Investment Association. On The Money is an interactive investor (ii) podcast. For more invest ..read more

In our latest Q&A episode, Kyle tackles questions related to funds and ETFs, while Lee Wild, head of equity strategy at interactive investor, joins him to respond to enquiries related to the stock market. For those who would like to go straight to certain parts of the episode, we have listed the questions below and added timestamps. As ever, the answers given in such episodes are not personal recommendations to buy and sell any financial instrument or product, or to adopt any investment strategy. Join the conversation by emailing us at OTM@ii.co.uk. Ask a question, tell us what you would l ..read more

For investors who like to hunt for a bargain, discounts are wide across the investment trust universe. But, with no shortage of options, how can investors narrow down the choice? Kyle is joined by Peter Hewitt, a fund manager who specialises in buying investment trusts. Hewitt, who oversees the CT Global Managed Portfolio Trust, explains that he’s focusing on three main areas to take advantage of investment trust bargains. Investment trusts discussed in the podcast include JPMorgan UK Small Cap Growth & Income, Mercantile, Henderson Smaller Companies, Aberforth Smaller Companies, TR Proper ..read more

In this episode, Kyle speaks to Roy Stevens, who has recently released a personal finance book ‘The Sloth Investor’. Kyle asks Roy to explain why he views the sloth as the most suitable animal to characterise the world of investing and why he advocates ‘owning the world’ through passive funds, either index funds or exchange-traded funds (ETFs). 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 ..read more

The focus for this episode is on how interest rate cuts affect the bond market. Typically, cuts cause bond prices to rise and bond yields to fall. Joining Kyle to offer his expert insight is Brett Pybus, global co-head of iShares Fixed Income ETFs at BlackRock. 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 ..read more

The 2024 Paris Olympics is taking place over the next few weeks. For investors, certain parallels can be drawn between the thousands of athletes going for gold and investing. To discuss what investing and the Olympics have in common, as well as giving his views on the stock market outlook for the host nation, is Oliver Collin, co-head of European equities at Invesco. This interview took place on 1 July, prior to France’s second-round election results. 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 ..read more