The Investing Show podcast

By: The Investing Show
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  • Summary

  • Welcome to This is Money's podcast, The Investing Show, where we invite fund managers to explain how they invest and tell us about the companies and parts of the world that they think will deliver the best returns - to help you learn from their successes.
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Episodes
  • Will more interest rate rises be bad news for investors - and which shares could do well?

    Will more interest rate rises be bad news for investors - and which shares could do well?
    Jun 30 2023
    An inflation panic has sent interest rate expectations soaring in the UK, even as the US Federal Reserve is tipped to stall. 

    Base rate is now forecast by some to climb as high as 6 per cent as the Bank of England battles stubborn inflation, rather than peak near its current level of 4.5 per cent.

    Rate expectations combined with rising gilt yields have sent shockwaves through the mortgage market, as lenders rapidly pull and reprice deals. The average two-year fixed rate mortgage has now hit 5.9 per cent.

    But while the mortgage market apple cart has been well and truly upset by much higher rate expectations, what does this mean for investors?

    On this episode of the Investing Show, Richard Hunter and Simon Lambert discuss what interest rates on both sides of the Atlantic may mean for investors and look at the shares that could do badly and those that could do well. 
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    14 mins
  • What you need to know about investing in a VCT and how to get the 30% tax break

    What you need to know about investing in a VCT and how to get the 30% tax break
    Mar 31 2023
    Venture capital trusts offer the opportunity to invest in some of Britain's most exciting small growth companies and a juicy 30 per cent income tax break.

    By pooling investors money in investment trusts run by specialist managers, VCTs offer a way to spread your risk while backing the small firms that could become the next big thing, with previous examples including Zoopla, Depop and Five Guys.

    But they say you should never let the tax tail wag the dog, so before putting money into a VCT you need to make sure it is right for you.

    On this episode of the Investing Show, Simon Lambert and Richard Hunter are joined by Bestinvest's Jason Hollands, who explains what you need to know about VCT investing - and talks through some of the offers out there.
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    27 mins
  • Is commercial property now a great value opportunity?

    Is commercial property now a great value opportunity?
    Feb 24 2023
    Commercial property has had a rocky ride over recent years, but is it now a great value investing opportunity with the power to beat inflation?

    On this episode of the Investing Show, Simon Lambert is joined by the manager of TR Property Investment Trust, Marcus Phayre-Mudge, who explains why he thinks a careful approach to backing retail, warehouse and office real estate could deliver rewards for years to come.

    The market for offices was written off by many during the pandemic but has rebounded strongly for landlords who can offer quality.

    Marcus says that there are two elements that he believes will drive the office market for years to come: demand for high quality space ‘to tempt staff back in’ and demand for more energy efficient buildings, to allow companies to save money and deliver on environmental pledges.

    He says: ‘We expect a green building supercycle’.

    The fund manager, whose trust holds shares in listed property companies across Europe, says that what ties the philosophy behind TR Property’s diverse investments together is looking for quality management in those businesses – something that he says is key to success.

    Marcus explains the issues investors need to consider before buying into commercial property, including why an investment trust is a better way forward than an open-ended investment fund, many of which have been forced to lock in investors during turbulent periods.

    He also talks through where he sees the best opportunities and how he sees retail and office space changing, including the demand for better quality premises for shops and businesses keen to attract shoppers and workers to bricks and mortar.

    Like many property trusts and funds, TR Property had a tough 2022, with a 35 per cent share price fall, but the trust has climbed 8.5 per cent since the start of the year. Shares currently trade at an 8 per cent discount to net asset value.

    TR Property has averaged a 9.48 per cent total return over the past decade and has a dividend yield of 4.37 per cent, according to Morningstar data. It has an ongoing charges figure of 0.58 per cent, but also a performance fee can apply.
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    19 mins

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