Episodit
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The UK Investor Magazine was delighted to welcome Charles Luke, Manager of the Murray Income Trust, to the podcast to explore the trust’s investment strategy and the factors driving investor returns.
Charles outlines their approach to UK Equity Income, centring around the ‘Three Ds’: dependability, diversification, and differentiation.
The Murray Income Trust retains over 50% of dividend revenue for consistent growth. The Murray Income Trust is a true dividend hero, continually increasing dividends for 51 years and yielding 4.7%.
Charles details recent additions to the portfolio and shares what excites him the most about being a UK Equity Income manager over the coming 12 months.
Find out more on the Murray Income Trust website
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The UK Investor Magazine was delighted to welcome Tekcapital CEO Dr Clifford Gross back to the podcast to run through the latest developments for portfolio companies.
We discuss Guident’s latest update and the accelerating growth opportunity in Autonomous Vehicles as Elon Musk joins Donald Trump’s administration. Cliff touches on the Guident IPO and what investors should expect in 2025.
Cliff shares Tekcapital’s views on GenIP’s progress and whether the Generative AI company has met or exceeded expectations.
We finish with a summary of recent Innovative Eyewear and Belluscura developments/.
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The UK Investor Magazine was delighted to welcome Marc Kimsey, Director at F&O Research, back to the podcast for a deep dive into a range of US and UK equities.
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We start with a look at macroeconomics and geopolitics before moving on to individual shares.
We discuss Nvidia results and the implications for the wider equity market. The reaction in shares was fairly muted, but Nvidia still holds the key to the entire AI-related rally.
Marc explores UK shares BP, Barclays, and Natwest. Oil prices have weighed on BP and we question how long the softness in BP can last.
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The UK Investor Magazine was thrilled to welcome Professor David Gann CBE, Non-Executive Director of GenIP, to the podcast for an insightful conversation around technology transfer, UK startups and Generative AI.
Professor David Gann OBE explains the strides forward the UK’s venture capital industry has made over the past 20 years and the critical relationship between venture capital and University technology transfer offices.
Drawing on his experience as Chair of UK Industrial Fusion Solutions, Non-Executive Director of VenCap and previous position as the Chair of the UK Atomic Energy Authority, David provides deep insight into the UK’s strengths in innovation and how technological discoveries are commercialised.
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The UK Investor Magazine was thrilled to welcome Marc Kimsey, Director of F&O Research, for a deep dive into US and UK equities in the wake of the US election and UK budget.
The US election and UK budget have deep consequences for equities. Marc explores the biggest winners and losers from the most significant risk events of 2024.
We discuss UK equities touching Barclays, Lloyds, Vistry, and Taylor Wimpey.
Our conversation explores whether the FTSE 100 shares should just be considered an income play or whether there are any hopes of growth for the index.
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The UK Investor Magazine was delighted to welcome Clifford Gross, CEO of Tekcapital, back to the Podcast for a run-through of the latest developments for portfolio companies.
We welcomed Clifford to the Podcast just a couple of weeks ago to catch up on recent progress. However, after sharp moves this week in Innovative Eyewear and MicroSalt, we asked Clifford back on the podcast to provide further details about the factors driving the reratings in shares.
We discuss the broad adoption of low-sodium products and the tailwinds for MicroSalt. We finish by running through Innovative Eyewear’s latest launch: safety smart eyewear.
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The UK Investor Magazine was delighted to welcome Melissa Cruz, CEO of GenIP, back to the podcast to discuss the Generative AI analytics company’s technology and the real-world benefits of its services.
We start by discussing technology transfer from research organisations to commercialisation, highlighting leading companies such as Google and Paypal, which started life as university discoveries.
We explore the value created by technological discoveries and how GenIP is helping more of these innovation reach full commercialisation.
Melissa provides deep insight into GenIP’s AI models and what differentiates them from existing services like ChatGPT.
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The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, to the podcast for a comprehensive look at recent portfolio company developments.
Tekcapital is a technology investment company listed on London’s AIM investing in university technology with large addressable markets.
We start with discussing the GenIP IPO and the strong level of orders the company has enjoyed since launching Generative AI services.
Clifford moves on to provide an update on progress at smart eyewear portfolio company Innovative Eyewear and what investors can expect in the near future.
Investors will be interested to hear MicroSalt could be making significant announcements about their B2B business in the comings months. This was just a suggestion and isn’t guaranteed, but there seems to be something bubbling away with potentially ‘blockbuster’ news on the horizon.
We touch on Guident and Belluscura before the Tekcapital CEO outlines what excites the company the most about the year ahead.
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The UK Investor Magazine was thrilled to welcome Stephen Rosser, Investment Director and UK Counsel at the NextEnergy Capital, the manager of the NextEnergy Solar Fund, to the podcast for a comprehensive update of this year’s progress.
Explore the NextEnergy Solar Fund in the UK Investor Magazine Investment Trust Centre
The big attraction to the trust for investors is the 10% dividend yield and we give the dividend policy and outlook the attention it deserves.
Before that, Stephen provides a comprehensive overview of the trust and its assets, explaining the key growth opportunities in solar.
The NextEnergy Solar Fund has over 100 solar assets with a capacity of 980MW making it a vital contributor to the UK’s target of 70GW capacity by 2035.
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The UK Investor Magazine was delighted to welcome Melissa Cruz, CEO of GenIP, to discuss the company’s growth plans on the morning of their AIM IPO.
Melissa outlines a strategy focused on recurring revenues from Generative AI services delivered to the world’s leading research institutions.
GenIP helps research organisations bridge the gap between technological discoveries and commercial viability. The potential market for GenIP runs into the thousands of organisations.
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The UK Investor Magazine was delighted to welcome Nick Purves, Fund Manager of the Temple Bar Investment Trust, for an insightful discussion about UK shares and the trust’s approach to value investing.
Explore the Temple Bar Investment Trust in the UK Investor Magazine Investment Trust Centre.
Temple Bar are value investors seeking out UK shares that trade at a discount to their intrinsic value, with an acceptable margin of error.
We discuss the trust’s strategy and several holdings, including Shell, Marks & Spencer, and NatWest.
We also look at the wider UK stock market, exploring the general environment for UK stocks and current valuations that are attracting takeover bids from overseas companies. Nick notes just how many of the Temple Bar’s portfolio’s holdings have been subject to takeover interest.
Nick outlines the positive impact of share buybacks, which are ‘driving enormous value creation for shareholders’. This is one potential catalyst Nick sees for a rating of UK stocks.
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The UK Investor Magazine was delighted to welcome City Index’s Fiona Cincotta to the podcast for a deep dive into the FTSE 100, GBP/USD, Nvidia, and the key economic events for Q4.
After the Fed signalled they would cut rates in September, we explore the market positioning for a rate cut and what will happen if they don’t (however unlikely that may be).
Turning attention to the UK, Fiona discusses the GBP/USD rally, the factors behind it and whether the trend is still intact. We look at the FTSE 100 and the dynamics that could take London’s leading index to fresh all-time highs.
We ask Fiona the $10 trillion question – is the AI trade over? We touch on Nvidia results, which were apparently not good enough to sustain a rally in the chip maker and the wider sector.
With Labour’s first Budget coming up in October, Fiona outlines the key markets in the run-up to 30th October.
We finish by earmarking the markets with the most potential for volatility going into the end of the year.
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The UK Investor Magazine was delighted to welcome Peter Lai, CEO of Majestic Corporation, to the podcast for a deep dive into the emerging leader in sustainable circular economy solutions.
Aquis-listed Majestic Corporation specialises in recycling and recovering precious and base metals from everyday materials that societies routinely discard. This includes electronics, catalytic converters, solar and battery materials.
CEO Peter Lai outlines the benefits of recycling metals as opposed to mining, both from an environmental perspective, and from an economic perspective.
Majestic Corporation has recently posted strong results for FY2023. Highlights include a 25% increase in revenue to US$29.4m and a 149% surge in profit before tax.
Peter details Majestic’s growth strategy and what excites him the most about future developments for the company.
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The UK Investor Magazine was thrilled to welcome Harald Braun to the podcast for a deep dive into the recent developments at autonomous vehicle safety company Guident.
Tekcapital portfolio company Guident is a leader in innovative autonomous vehicle safety solutions utilising human-in-the-loop technology.
As always, Harald provides deep insight into the company and recent activities. We discussed a recent trip to Europe and the fruitful conversations the company had with new and existing customers.
Harald outlines commercial momentum and a number of MOUs and strategic partnerships that will soon be announced.
We explore Urban Mobility in broad terms and the key demands of authorities driving the adoption of electric autonomous vehicles.
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The UK Investor Magazine Podcast was delighted to be joined by Abby Glennie, Deputy Head of Smaller Companies at abrdn, for a deep dive into UK smaller companies and the abrdn UK Smaller Companies Growth Trust.
We start with a discussion about the strategy, looking at the trust’s bottom-up approach to UK smaller companies. Abby details a strategy and screening process that seeks out companies meeting strict criteria for quality, growth and momentum.
Visit the abrdn UK Smaller Companies Growth Trust website.
Abby explains the key themes for abrdn UK Smaller Companies Growth Trust and outlines the opportunities and challenges in the coming periods.
We look at the macro influences driving stock selection, and Abby outlines her views on how a UK interest rate cut will benefit the UK small-cap space.
We run through a selection of holdings within the trust and why the team sees value in these particular UK smaller companies. Abby highlights Cairn Homes as their pick of housebuilders and we discuss why the company stands out.
The podcast concludes with a selection of portfolio companies that excite Abby the most, including recent IPO Raspberry PI.
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The UK Investor Magazine was thrilled to welcome Michael Field, European Equity Strategist at Morningstar, back to the podcast to jump headfirst into European equities and the key consideration for investors.
Download Morningstar’s European Equity Outlook Q3 2024
Michael has joined the UK Investor Magazine on a number of occasions over the past year and provided a fascinating insight into the macroeconomic factors driving European stocks and highlighted individual names offering value. This episode was no different.
We start with looking at the key risks and rewards for European equities and explore the political environment.
The discussion progresses to the sector Morningstar see value in before touching on Reckitt Benckiser.
Morningstar previously highlighted Persimmon as a company that offered deep value. After a near 50% rally, we look at what the the Labour government means for the UK housebuilding sector.
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The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, to the podcast for a deep exploration of Generative AI and investor demand for UK AI startups.
This podcast delves into the current state and future potential of Generative AI (GenAI), focusing on the near-term opportunity for early-stage companies through to the hypothetical event of AI singularity decades from now. Dr Gross provides insight into the trajectory of the GenAI industry, with significant developments expected by 2045. These advancements could potentially lead to enhanced human capabilities through seamless integration of AI systems with individuals and even AI singularity.
The discussion touches on Tekcapital’s plans to launch a GenAI-focused company in the third quarter of 2024.
Nvidia has dominated AI-related gains in the stock market; we question whether applications from companies such as Microsoft, Alphabet, Amazon, Meta, and Tesla will be the ultimate winners, or if companies implementing these tools will produce the greatest shareholder value.
We explore the United Kingdom as an emerging leader in GenAI startups within Europe and the Middle East. The podcast also looks at the potential for GenAI applications to integrate into various sectors, with knowledge-intensive businesses likely to be the initial beneficiaries.
Dr Gross suggests that customers will be the ultimate beneficiaries of GenAI advancements, gaining access to better-informed solutions at lower costs.
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The UK Investor Magazine was delighted to welcome Craig Martin, Chairman of Dynam Capital, the fund manager of Vietnam Holding, back to the podcast for a fascinating instalment of Vietnamese economic and portfolio construction.
Explore Vietnam Holding in the UK Investor Magazine Investment Centre
At the time of recording, Vietnam Holding shares were just a whisker away from a record high which was set just a few days prior.
We discuss the key economic data behind Vietnamese equities’ ascendancy and the positioning AAA-rated managers at Dynam Capital have taken to drive significant outperformance compared to the benchmark.
Craig provides an overview of Vietnam Holding’s high-conviction portfolio detailing specific companies and core investment themes.
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The UK Investor Magazine was delighted to be joined by Gerry Perez, CEO of Interactive Brokers UK.
This podcast explores Interactive Brokers, a pioneering online trading platform that has been operating for over four decades.
Despite its long history, Interactive Brokers is considered a financial technology (fintech) company due to its innovative trading tools and technologies aimed at increasing returns for investors.
The episode delves into Interactive Brokers’ algorithmic trading capabilities, examining whether expertise in coding is necessary to utilise these automated trading strategies. The discussion also addresses whether automation can effectively substitute for human decision-making during periods of market volatility.
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The UK Investor Magazine was thrilled to be joined by Kevin Limn, CEO of Adsure Services, for a comprehensive exploration of the AQUIS-listed business assurance company.
Adsure Services is one of just a few AQUIS companies to pay a dividend. We discuss the business model that supports shareholder distributions and the company’s growth plans for the future.
TIAA Ltd, Adsure’s operating subsidiary, has long-term contracts with government-funded organisations such as emergency services, local governments and health organisations.
These contracts provide the company with recurring revenues and the certainty required to pay shareholders a dividend.
Kevin outlines the company’s growth strategy and what investors can look forward to over the next 12 months.
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