On The Money

In this episode, Faith Glasgow, editor of Money Observer, and deputy editor Kyle Caldwell look at the latest fund industry news, including UK equity income funds reducing exposure to oil majors, and Link’s Dividend Monitor report for the second quarter. The pair weigh optimistic and pessimistic outlooks for dividends and offer their own forecasts. They are joined by Thomas Brown, fund manager of Miton European Opportunities. Brown discusses where he is finding investment opportunities, Europe’s superstar stocks the GRANOLAS, and catalysts for kickstarting the unloved European sector’s fortunes. He also explains why short-term trading around Covid-19 is unhealthy. Finally, interactive investor’s Teodor Dilov names his fund of the week from the ii Super 60 list of investments.
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. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Show Notes

In this episode, Faith Glasgow, editor of Money Observer, and deputy editor Kyle Caldwell look at the latest fund industry news, including UK equity income funds reducing exposure to oil majors, and Link’s Dividend Monitor report for the second quarter. The pair weigh optimistic and pessimistic outlooks for dividends and offer their own forecasts. They are joined by Thomas Brown, fund manager of Miton European Opportunities. Brown discusses where he is finding investment opportunities, Europe’s superstar stocks the GRANOLAS, and catalysts for kickstarting the unloved European sector’s fortunes. He also explains why short-term trading around Covid-19 is unhealthy. Finally, interactive investor’s Teodor Dilov names his fund of the week from the ii Super 60 list of investments. 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. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

What is On The Money?

Every week, Kyle Caldwell and guests take a look at how the biggest stories and emerging trends could affect your investments, with practical tips and ideas to help you navigate your way through. Join the conversation, tell us what you want us to talk about or send us a question to OTM@ii.co.uk. Visit www.ii.co.uk for more investment insight and ideas.