Ed Bowsher finds out more about smart beta investing – passive funds that can follow particular investment strategies such as value or momentum. He speaks to Adam Laird, Head of ETF strategy at Lyxor and Steve Goldin, Managing Partner at Parala Capital. Steve gives the rundown on recent Smart Beta performance and also looks at how smart beta ETFs that look similar may actually be very different.
Guests: Adam Laird,Steve Goldin
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Ed Bowsher speaks to top US fund manager, Meb Faber, as well as David Stevenson from ETFstream to find out where markets may go in 2019. Both Meb and David think that most US shares are too expensive while the UK is much more attractive. We also find out which parts of the Japanese market are cheap, and look at which emerging markets to avoid or invest in.
Guests: Meb Faber,David Stevenson
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After the market falls in October, Ed Bowsher asks: why was there a correction, and more importantly, where next for markets? Ed speaks to Sean Corrigan, Principal at Cantillon Consulting and Russ Mould from AJ Bell.
Guests: Sean Corrigan,Russ Mould
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The technology sector has had a serious wobble in the last fortnight. Ed Bowsher asks what’s next for this part of the market and whether now is a good time to invest. He speaks to Howie Li of Legal & General Investment Management and Hector McNeill of HAN ETF.
Guests: Howie Li,Hector McNeill
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It’s inevitable that stock markets will fall sooner or later. In this edition of The Big Call, Ed Bowsher asks whether ETFs will contribute to that fall. Ed speaks to Helen Thomas of the Blondemoney website, who thinks that ETFs may well contribute to a correction and Adam Laird of Lyxor who disagrees.
Guests: Helen Thomas,Adam Laird
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Original Broadcast: The Big Call
Interest rates and bond yields are slowly starting to rise in 2018, so it’s a good time to ask what investors should do with their money as we begin to return to a world of monetary normality. Is it time to get out of bonds? Or stay in shares? Ed Bowsher asks James Butterfill, investment strategist, Sean Corrigan of Cantillon Consulting and Russ Mould of AJ Bell.
Guests: James Butterfill,Sean Corrigan
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Dividend investing isn’t just for retired people who need an income from their share portfolio – it can also be a rewarding strategy for younger investors who can reinvest their dividends. Ed Bowsher finds out more from Adam Laird of Lyxor, Oliver Smith of IG Smart Portfolios, and Laura Suter of the Telegraph.
Guests: Adam Laird,Oliver Smith,Laura Suter
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Helal Miah from The Share Centre explained the background to this week’s biggest story: Comcast’s takeover bid for Sky. He also looked at updates from Associated British Foods, which owns Primark and Twinings Tea, as well as ITV and advertising giant, WPP. Looking ahead, Helal focused on expected updates from online takeaway firm, Just Eat, and Rolls Royce.
Guests: Helal Miah
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Professor Tim Evans of Middlesex University explains why the left/right divide is becoming less and less important. Voters’ primary concern is no longer tax, spending and the size of the public sector. Instead votes are now split around ‘internationalism’ which means attitudes to immigration, trade and the like. Tim also looks at whether the UK needs to spend more money on ‘digital defence’ as well as the decline of the traditional British establishment.
Guests: Tim Evans
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After the market wobble three weeks ago, it looks like share prices will probably be more volatile in 2018. How should investors position their portfolios to cope? Should they put money into ‘diversifiers’ like Gold? And can ETFs help? In the latest edition of the Big Call, Ed Bowsher finds out by chatting to Oliver Smith of IG Smart Portfolios and Sean Corrigan of Cantillon Consulting.
Guests: Oliver Smith,Sean Corrigan
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