Marcus de Silva and Simon Longfellow help you get to grips with the world of investing through their nearly 30 years of combined experience in the City, interviewing expert investors, economists, advisers, and financial entrepreneurs, and reviewing the latest and greatest investment products and services.
FREE, 7-day quick-course - teaching you all the basics to get started with investing - available at stepstoinvesting.com
Investor journeys: from financial sceptic to investing in my ISA & SIPP
This week we speak to private investor Woodie Dormandy about his investment journey from curious but sceptical beginner with no prior investment knowledge, to fully-fledged ISA and SIPP investor in just one week. We hear the niggles he had in the back of his mind about starting a pension, and how a friend piqued his interest in investing; we look to how he set about learning, forming goals, choosing platforms, wrappers and investments; and the excitement he felt when he finally pressed go and bought some funds. If you're looking to learn how to invest, our free email based course is available at stepstoinvesting.com
Ideas For Your Portfolio: AVI Global Trust Plc
Sponsored - Bringing you close to the fund managers that run your money, in this episode of Ideas For Your Portfolio we speak to Joe Bauernfreund, CEO at Asset Value Investors and fund manager of AVI Global Trust Plc (and Japan Opportunity Trust). Joe takes us through the strategy, what 'value investing' means to AVI and why now is good time to invest in value; how investment trusts, family controlled holding companies, and Japan make up the three sectors they search for investments within; finishing with Joe's view on the economy and his outlook.
Why ethical investments have become an investor darling
Simon and Marcus hog the pod this week as they take a deeper dive into popular investing trend ESG investing, a £10bn UK sector. They look to the Environmental, Social, and Governance (ESG) framework that fund managers use to assess the softer metrics of a business; they discuss why this approach has the potential for superior returns and how performance data against regular investments is looking good thus far; and finish with a fund, an investment trust, and a passive ETF as examples of sustainable investments. Please subscribe for this and all of our shows on the Steps to Investing Podcast.
How the legacy of Covid-19 might be turbocharged DEFLATION
We look at the prospect of inflation this week and speak to broker Panmure Gordon's chief economist, Simon French. Whipping through the basics, we then look to why the expectations of inflation in a post-crisis world are rising; how technology has been the enabler of deflation and what impact this may have given its adoption has accelerated during the crisis; why Simon thinks deflationary forces are more powerful than inflationary forces in the long-run; and the potential effect of inflation on various assets and whether bitcoin could become the new gold.
How to invest to solve climate change, dwindling biodiversity, and social injustice
We speak to Ben Constable Maxwell from M&G to discuss Impact Investing: the investing discipline that aims to tackle some of the world's most existential problems. We find out how Impact differs as a subset from the wider sustainable investment sector, and look to three big themes of the day: climate activism and how we shift towards a lower carbon future; biodiversity and how we mirror the natural environment to create a circular economy; and tackling the various roots of social injustice. PLEASE SHARE if you're enjoying the pod.
Investing in Amazon's last mile, and other niches guaranteed to intrigue
If it's not shares and it's not bonds, what can you invest in? Alternatives! This week we delve into niche investments with Darius McDermott - managing director at adviser Chelsea Financial Services and fund research outfit FundCalibre: explaining why they can be a useful ballast to mainstream investments in your portfolio before looking at the breadth of alternative investment strategies and some of the funds investing in these areas. If you're enjoying our podcast series - PLEASE SHARE.