UK Investor Magazine

UK Investor Magazine
UK Investor Magazine

The UK Investor Magazine provides analysis and insight into the world of investing, covering shares, funds, private equity and alternatives. Hear from UK-listed business leaders and the professionals at the forefront of the UK investment industry. Hosted on Acast. See acast.com/privacy for more information.

  1. 1 DAY AGO

    Rental growth and increasing demand with Unite Group CEO Joe Lister

    The UK Investor Magazine was delighted to be joined by Unite Group CEO Joe Lister to delve into the FTSE 100 student accommodation specialist’s recent results and growth plans. We start by exploring the rental growth across Unite Group’s portfolio of student accommodation and the factors influencing demand. Joe explains a shift in Labour’s tone around international students, who make up around 30% of the students that rent Unite’s properties. We look at the company’s committed pipeline of £1.2bn of new properties, drilling down into the specific cities Unite has earmarked for expansion and the features and amenities Unite is providing its students. Unite Group’s dividend rose 5% over the past year; Joe outlines the group’s dividend policy and factors the could drive future dividend growth. Joe finishes off by sharing the three things that excite him the most about the year ahead. Hosted on Acast. See acast.com/privacy for more information.

    23 min

  2. 4 DAYS AGO

    Cyber security innovation and returning to growth with NCC Group

    The UK Investor Magazine was delighted to welcome Mike Maddison, CEO of NCC Group, to the podcast to explore the FTSE 250 cyber security specialist. We explore NCC Group’s growth opportunities as the world becomes increasingly digitalised, and new threats to organisations emerge. Mike explains NCC’s growth strategy and how the business is evolving to meet clients’ demands. The company has recently announced improving margins and a return to growth. Mike provides insight into the key drivers behind the numbers. NCC Group recently announced the extension of a contract with TikTok. We explore this partnership and touch on NCC’s wider customer base. Hosted on Acast. See acast.com/privacy for more information.

    31 min

  3. 6 MAR

    Wylde Market: the highly scalable online farmers’ market

    The UK Investor Magazine was delighted to welcome Wylde Market CEO Nick Jefferson to the podcast to discuss the company’s crowdfunding campaign and its growth opportunities.  Find out more about Wylde Market here. Wylde Market operates as an online farmers’ market facilitating direct transactions between consumers and producers. The business was born out of Nick’s frustrations with supermarkets’ dominance of the UK grocery market and their treatment of food producers.  Customers can purchase from multiple vendors across the Wylde Market, receiving their selections in a single sustainable package through nationwide delivery. The business model lends itself to rapid scaling in a growing market as it doesn’t maintain inventory or delivery infrastructure. Wylde Market serves as an intermediary platform connecting consumers seeking diverse, sustainable food options with producers looking to expand their customer base. The company generates revenue by charging a 33% commission on each transaction and is led by an experienced management team with backgrounds in brand development and retail. Hosted on Acast. See acast.com/privacy for more information.

    18 min

  4. 4 MAR

    Solid topline growth and a progressive dividend policy with FTSE 250 PPHE Hotel Group

    The UK Investor Magazine was delighted to welcome Daniel Kos, CFO of PPHE Hotel Group, to discuss the group’s recent results and future growth plans. PPHE Hotel Group is an FTSE 250 constituent with a market cap of £545m and a dividend yield of 2.9%. The company operates hotels under brands including Park Plaza, Art’otel, and Radisson Red. Daniel outlined their diversified portfolio, highlighting revenue streams across 51 European hotels with particular growth in key metropolitan markets. We discuss recent financial performance and the key drivers of growth of the past year. The discussion highlighted their £300 million development pipeline, with Daniel emphasising how new openings feature enhanced guest experiences that distinguish them from the competition. When questioned about future growth beyond current projects, Daniel explained their opportunistic approach and several cities they had on their watchlist. Daniel outlines PPHE’s progressive dividend policy, which saw a 5% increase to 38p in 2024. We finish by discussing the biggest opportunities and risks for the year ahead. Hosted on Acast. See acast.com/privacy for more information.

    23 min

  5. 3 MAR

    The AI trade, Trump tariffs, and UK equity catalysts with Rathbones CIO Edward Smith

    The UK Investor Magazine was delighted to welcome Rathbones Investment Management’s Co-Chief Investment Officer, Edward Smith, to the podcast. This episode focuses on Rathbones’ 2025 Outlook and explores the AI trade, DeepSeek’s emergence, Trump tariffs, UK equity valuations, European growth, and China. Explore Rathbones’ 2025 Outlook here. Amidst concerns over Trump’s tariffs, Edward identifies potential opportunities for investors prepared to look beyond the gloom. We examine the US AI rally and explore whether DeepSeek’s emergence threatens to derail the entire global equity market.  Edward offers a fascinating insight into the key metrics his team uses to assess the value of AI stocks and technology shares and what recent analysis suggests.  When discussing US equity concentration, we consider whether the Magnificent Seven’s market dominance will persist and highlight sectors that could broaden the US equity rally.  We compare and contrast the sluggish growth in Europe with the UK’s economic landscape, outlining key differences and assessing relative investment attractiveness between the two markets. The conversation examines China’s evolving role in global growth, questioning whether it still serves as the primary growth engine it once was. Edward identifies alternative geographies he believes are positioned to fill any potential gap left by China. To conclude, Edward offers insights into which markets present the best relative value in 2025 and where they anticipate the strongest growth potential. Hosted on Acast. See acast.com/privacy for more information.

    28 min

  6. 20 FEB

    German elections and the impact on equities with Morningstar’s Michael Field

    The UK Investor Magazine was thrilled to welcome Michael Field, Chief Equity Market Strategist EMEA at Morningstar, back to the podcast to explore the German election and the potential impact on equities. We start by looking at the major influences on the German elections, including immigration and cost of living, and the consensus regarding possible results. Michael outlines investor positioning going into the election and what the main policies investors should be aware of. We explore the sectors that could benefit most, and Michael highlights individual stocks his team have picked out as possible beneficiaries of the election. Elections can dramatically impact equities, and we look at possible market reactions and how the base case result impacts German elections in the immediate and longer-term reaction.  To finish off, we explore the alternative scenario in the case Merz’s CDU is not the biggest party and what the fallout could be. Hosted on Acast. See acast.com/privacy for more information.

    24 min

  7. 19 FEB

    Physiomics and MediaZest with Hybridan’s Niall Pearson

    The UK Investor Magazine was thrilled to welcome Niall Pearson, Director of Hybridan, to the podcast to lift the lid on two exciting small caps: Physiomics and MediaZest.  Physiomics is a leading oncology consultancy that leverages advanced computational modelling and simulation to optimise drug development. The company has supported over 100 commercial projects spanning discovery, pre-clinical and clinical studies. Through their Model Informed Drug Development approach, Physiomics helps biotechnology and pharmaceutical companies make more informed decisions and streamline their development processes. MediaZest specialises in providing cutting-edge audio-visual solutions, with a particular focus on digital signage and audio systems for prominent retailers, brand owners and corporations. The company offers a comprehensive end-to-end service, encompassing everything from initial content creation and system design through to installation, technical support and ongoing maintenance, positioning itself as an integrated solutions provider in the audio-visual sector. The company is increasing recurring revenues and expects to become EBITDA-positive in the near term. Hosted on Acast. See acast.com/privacy for more information.

    17 min

  8. 18 FEB

    Peer group leading results and the special dividend roadmap with Tekcapital CEO Dr Clifford Gross

    The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, back to the podcast to delve into the technology incubator’s 2024 portfolio results and what could be in store in 2025.  We start by reviewing the portfolio’s performance in 2024, paying particular attention to the impact of MicroSalt and GenIP’s IPOs. Dr Clifford Gross outlines plans for Guident’s proposed NASDAQ listing and what it means for Tekcapital’s overall strategy. We finish by exploring the roadmap for Tekcapital to return net asset value growth to shareholders via special dividends. Hosted on Acast. See acast.com/privacy for more information.

    11 min
See All (406)

4.3
out of 5
57 Ratings

About

The UK Investor Magazine provides analysis and insight into the world of investing, covering shares, funds, private equity and alternatives. Hear from UK-listed business leaders and the professionals at the forefront of the UK investment industry. Hosted on Acast. See acast.com/privacy for more information.

Information

  • Creator
    UK Investor Magazine
  • Years Active
    2018 - 2025
  • Episodes
    406
  • Rating
    Clean
  • Copyright
    © UK Investor Magazine
  • Show Website
    UK Investor Magazine

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