Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University discusses whether a new centre party will emerge in the UK following the anti-semitism crisis in Labour. He also reviews an article by Tory rising star, Penny Mordaunt, the International Development Secretary, and finally asks why Burma's Aung San Suu Kyi hasn't stopped the oppression of the Rohingya Muslims.
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Smart beta is sold as a way for private investors to follow sophisticated investment strategies at low cost. These include value (looking for cheap shares) and momentum (investing in companies where the share price is rising fast.) Ed Bowsher discusses the pros and cons with David Stevenson of ETFstream, Nicolas Samaran of Invesco, and market strategist Richard Wiggins.
Guests: David Stevenson,Nicolas Samaran
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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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It’s pretty easy to find investments that can pay you a chunky 5% or 6% yield. The challenge is to find investments where the dividend is sustainable and won’t be cut. Ed Bowsher heads to the “Big Call: Dividend Debate” conference and finds out several tips on how to do this by speaking to: Edward Lam of Somerset Capital Management, Mark Baker of Link Asset Services, Chanchal Samadder of Lyxor and David Stevenson of ETFstream.
Guests: Edward Lam,Mark Baker,Chanchal Samadder,David Stevenson
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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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ESG investing, also known as ethical investment, is a big growth area in investing, especially in ETFs. And it doesn’t just make you feel virtuous, it can also boost your investment performance. Ed Bowsher finds out more from Veronique Menou of MSCI, and John Ditchfield from Castlefield Advisory Partners.
Guests: Veronique Menou,John Ditchfield
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Commercial property has had a good run recently. Does that mean you shouldn’t include any in your portfolio? Ed finds out from Mark Callender, head of property research at Schroders, Colm Lauder of Goodbody stockbrokers, and Scott Longley of ETFstream.
Guests: Mark Callender
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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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James Cameron Wilson reviews ‘I, Tonya’, the new movie about the former Olympic skater, Tonya Harding. James is very positive about the film and thinks that Margot Robbie deserves the Best Actress gong at next week’s Oscars. But he fears the award will go elsewhere. James also looks at the continuing success of ‘The Greatest Showman’ with its soundtrack hitting No 1 in the music charts. Finally, James looks at the new DVD release of ‘The Party’ Kristin Scott Thomas and Emily Mortimer.
Guests: James Cameron Wilson
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