44 episodes

Morningstar UK is a leading provider of independent investment information. Follow us for news, views and education on personal investing, saving for retirement, global markets and economics.

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Morningstar UK is a leading provider of independent investment information. Follow us for news, views and education on personal investing, saving for retirement, global markets and economics.

    The Impact of No Deal Brexit on Markets

    The Impact of No Deal Brexit on Markets

    Welcome to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we’re focusing on the Impact a No Deal Brexit could have on the Markets.

    UK Brexit Secretary Dominic Raab and EU Chief Negotiator Michel Barnier are currently locked in crunch talks over the future of the Britain’s trade terms with the European Union. With Brussels admitting there is “no plan B” for a no-deal Brexit, the stakes couldn’t be higher.

    Should investors shun UK assets and seek shelter in US assets if there is a no deal Brexit. Or does the uncertainty create opportunities? Our first guest, Mike Coop from Morningstar Investment Management explains.

    What Impact Does Political Turmoil such as a no deal Brexit Have on Markets? Morningstar Investment Management's Dan Kemp is up next and considers how the latest Brexit fallout will affect portfolios. 

    What Does Brexit Mean for Your Pension?  Sterling weakness has been good for investors who own FTSE 100 stocks. But concerns are growing that Brexit is distracting politicians from other priorities. Senior International Editor for Morningstar, Emma Wall discusses this issue next.  



    But if you are nervous about Brexit’s impact on UK stocks, there are plenty of global opportunities to choose from. In her latest monthly series Killik & Co's Rachel Winter shares three lesser known top stock picks within aerospace, fragrances and alternative energy.

    Does a Strong US Dollar Create Buying Opportunities in Asia? A strong US dollar and trade war rhetoric has meant Asian equities have suffered this year - but JPMorgan's Joanna Kwok says the outlook is positive

    Political crises, trade disputes and environmental disasters are leading investors to re-appraise their exposure to emerging markets assets and our very Dan Kemp returns to explain How to Successfully Navigate Emerging Market Investing

    Finally, our last guest today is Fidelity's Dhanajay Phadnis who explains to Emma that although Indian stocks look expensive, political reforms are creating sector-driven growth opportunities for investors. 

    And that’s the end of this edition. We hope you enjoyed this programme from everyone here at Morningstar UK, thanks for listening.

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    Innovation, Technology and AI: Investing experts explain latest Investment opportunities

    Innovation, Technology and AI: Investing experts explain latest Investment opportunities

    Welcome to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we’re at the Morningstar Investment conference speaking with investment experts about the latest trends in the market and where they are seeing risks and opportunities to look out for? Our first guest today is Sebastian Lyon, Founder of Troy Asset Management who warns investors that quantitative easing and low interest rates have propped up stocks and bond prices and so investors should be nervous about markets. 

    With Sebastian urging caution, our next guest, Jupiter's James Clunie tells Emma Wall reasons to stay positive when stock markets look negative. stock markets look overvalued across the spectrum, but you can protect yourself against severe losses. 

    Next up, Mark Costar of J O Hambro Capital Management tells Emma Wall that misallocation of capital and failure to embrace technology impact companies more than economics

    How do you profit from innovation? Is it just about investing in technology stocks? Interestingly, Our next guest, Guinness fund manager Ian Mortimer finds innovation through industrials and consumer stocks. 

    A key theme at this year’s Morningstar Investment conference was Artificial Intelligence. What exactly is Artificial Intelligence And how can investors profit from the innovation in computer learning?

    Next up, Ian McKenna of the Finance & Technology Research Centre says Digitalising financial services can drive down costs and improve end investors' experience so it’s important that Financial advisors embrace technology 

    What Will Happen to Politics Post-Brexit? Why was the Brexit vote such a shock to many? And will it spell the end or the beginning of populist politics? Professor Matthew Goodwin makes his predictions in our next interview. 

    Will US Tax Reform Lead to Growth or Inflation? Will Donald Trump's proposed tax reform in the US prolong the economic cycle or cause inflation to jump? We ask JP Morgan’s Market strategist Karen Ward.

    Subscribe to our podcast on itunes:

    https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2

    http://www.morningstar.co.uk

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    Spring Statement, Trump’s Trade Tariff and ISA Ideas

    Spring Statement, Trump’s Trade Tariff and ISA Ideas

    Welcome to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we discuss the Chancellor’s Spring Statement, tips to legally reduce your tax bill in preparation for the end of the tax year, Trump’s Trade tariff and more! A few hours ahead of the Philip Hammond’s Spring statement Emma Wall, Senior International Editor for Morningstar spoke with Keith Wade, Chief Economist at Schroders to discuss the outlook for the UK economy.  

    Chancellor Philip Hammond has delivered his inaugural Spring Statement with much of his speech a confirmation of policies announced in the Autumn Budget. Emma Wall gives us an overview next. 

    Will Interest Rates Rise This Month? Emma Wall talks to JP Morgan's Mike Bell about the outlook for US jobs - and how that could impact interest rates on both sides of the pond

    Why US jobs figures a data point for economists across the world? With employment figures out from the US this month. Ranthbones, Ed Smith discusses how US employment data can determine whether bonds or equities will outperform

    Up next, Morningstar Investment Management's Dan Kemp speaks to Emma Wall about rising US bond yields and where he sees value for investors

    US President Donald Trump has proposed trade tariffs on aluminium and steel. What do they mean for global stock markets? Nick Watson,  multi asset fund manager for Janus Henderson is up next to tell us more. 

    Despite a significant stock market rally, Miton's David Jane says there are still investment opportunities in the US if you know how to find them

    Our final guest on this month’s podcast is Killik & Co's Rachel Winter Who gives investors three ways to maximise their ISA allowance and legally reduce their tax bill ahead of the new tax year. 

    Subscribe to our podcast on itunes:

    https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2

    http://www.morningstar.co.uk

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    Investing Through Stock Market Volatility

    Investing Through Stock Market Volatility

    Welcome to the podcast from Morningstar UK, the leading provider of independent investment research. This week we discuss the somewhat volatile start the markets have had in 2018, what investors should do during these periods of uncertainty and what opportunities there are during these times. 

    Let’s get straight into our main topic, Emma Wall, senior editor for Morningstar.co.uk and Killik & Co's Rachel Winter discuss why stock market volatility is a good thing, and how investors can take advantage of the fall by viewing it as a buying opportunity.

    Up next, Morningstar Investment Management's Dan Kemp urges investors to ignore the market noise and focus on their long-term goals. He offers 3 tips for riding out periods of stock market volatility. 

    What are the Triggers for Stock Market Volatility? While it is near impossible to accurately predict stock market movements, there are warning signs investors can look for which could cause increased volatility says Tai Hui - Chief Asia Market Strategist, JP Morgan  

    So how does one invest in a volatile market? Even though Global stock markets have made up the losses from earlier in the year, investors should prepare for increased volatility in 2018 warns our next guest, Thomas Poullaouec, Head of Multi Asset Solutions for T. Rowe Price.

    Up next, Morningstar Investment Management's Cyrique Bourbon examines the recent poor performance of UK equity income fund manager Neil Woodford. What should investors holding Woodfords fund do? 

    Market volatility can spring up pockets of opportunity, Russia for example has the potential to significantly outperform other stock markets and is currently 40% cheaper than other emerging markets. Cyrique Bourbon stays with us on the podcast to explain more. Another opportunity worth looking at is India. 

    The International Monetary Fund has predicted India will drive global growth in 2018, and Prime Minister Modi has made bold promises. What does it mean for investors? Joshua Crabb, Head of Asian Equities of Old Mutual Global Investors is our final guest on today’s podcast and speaks with Emma wall on whether India can live up to Modi’s Hype.

    Subscribe to our podcast on itunes:

    https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2

    http://www.morningstar.co.uk

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    Invest Responsibly for Sustainable Profits

    Invest Responsibly for Sustainable Profits

    Welcome to the podcast from Morningstar UK, the leading provider of independent investment research. This week we take a look at how the economy is fairing in 2017 and ask why you should care about environment, social and governance concerns when investing. Lets dive straight in to our interview with our first guest. Emma Wall, Senior Editor for Morningstar.co.uk speaks with Keith Wade, Chief Economist for Schroders, about the outlook for global economic growth and what threatens expansion.

    With construction data looking weak, and UK GDP forecasts downgraded, should you be worried about the impact of slow growth on your portfolio? To discuss we have up next Tim Graf, Head of Macro Strategy, EMEA for State Street.

    Economic growth may be downgraded and UK politics may be in turmoil but Britain's chief executives remain positive explains Phil Harris, Manager of the EdenTree UK Equity Growth Fund up next.

    The further markets climb the fewer gains there are to be had. Morningstar Investment Management's Mike Coop says investors should be cautious and prepare your portfolio for turbulence.

    When we make investments, financial return is of course very important to us but it is also important to consider the impact such investments may have on our world. Sustainable investing considers environmental, social and governance factors when going about trying to make financial gains.
     
    Environmental issues could be the impact a company has on the environment or how it’s trying to improve the environment with, for example, renewable energy. Social factors include how a company deals with issues such as how fairly it treats and pays its workers, whether partners and suppliers have similar values to their own and governance issues encompasses how well the whole organisation is run from a board level.

    Is the company accurate and transparent in its financial affairs? Is the company behaving fairly to its shareholders and allowing them to vote on important issues? Or is the company at risk to bribery and corruption?

    Many people have this belief that investing in this way will lead to inferior returns but Peter Michaelis, Head of Sustainable Investing for Liontrust is up next to tell us why this is not always the case and that investors do not have to choose between ethics and profits
       
    Can an ESG Fund Hold Energy and Tobacco Stocks? JP Morgan's Joanna Crompton is up next to explain her best in class approach to sustainable investing, and why all companies should be ESG compliable.
     
    Our final guest on todays podcast is ESG investor Camilla Ritchie who runs the 7IM Sustainable Balance Fund. Camilla explains why she is upping her exposure to cash and alternatives as stocks and bonds start to look expensive

    Subscribe to our podcast on itunes:

    https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2

    http://www.morningstar.co.uk

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    10 Years on from the Global Financial Crisis

    10 Years on from the Global Financial Crisis

    Welcome to podcast from Morningstar UK, the leading provider of independent investment research. This week we take a look at how the financial world is looking 10 years on from the global Financial Crisis. Tom Becket, Chief Investment Officer at Psigma is first up to chat with our senior editor Emma Wall about which Investments best survived the Financial Crisis.

    Where have investors made money over the past 10 years - and what should they consider when analysing returns and future gains? Emma Wall and Dan Kemp, Chief Investment officer for Morningstar Investment management are up next to discuss.

    What Will Cause the Next Recession?
    A decade on from the beginning of the global financial crisis, Emma Wall talks to Edward Smith, Head of Asset Allocation Research at Rathbones about what may cause the next downturn.

    Is Short Term Investing is Damaging Returns and Society. Former Investment Association chief and FCA consultant Daniel Godfrey believes short-termism is damaging returns and is launching a fund, the People's Trust, to prove it.

    How do you Make Money When Market Volatility Rises? Oyster Continental European Selection fund manager Mike Clements is discusses how he is preparing his portfolio for a rise in market volatility.

    As Bob Johnson, Director of Economic Analysis wraps up his time at Morningstar, he looks back at the global economy over the past decade and looks to when the next downturn may appear.

    Subscribe to our podcast on itunes:

    https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2

    http://www.morningstar.co.uk

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