Morningstar Uk: Podcasts

Welcome to the podcast from Morningstar UK, the leading provider of independent investment research. It’s our final podcast of 2016 so what better way to finish the year off than to share our most popular content on Morningstar.co.uk - the top 10 of 2016. To get us started, at number 10 we have Old Mutual UK Alpha fund manager Richard Buxton giving his 3 stock tips. At number 9, Chris Rice from Sanditon Asset Management, who we interviewed in May this year at our Morningstar Investment Conference in London, warns viewers to hold cash and prepare for a market crash as he believes recession looms. It’s not surprising that one of the topics that have most concerned investors this year is Donald Trump’s victory in the US Presidential election. Coming in at number 8, Senior editor for Morningstar.co.uk Emma Wall and Dan Kemp, Chief investment Officer for Morningstar Investment Management brought us the breaking news on the election result and what it means for investors. Back in April we interviewed Ale

This week we’re going to take a look at the impact the US Election has had on the Global economy. Donald Trump has beaten Hillary Clinton to become the 45th US President. Stock markets globally have reacted by falling - Senior editor for Morningstar.co.uk Emma Wall and Chief Investment officer Dan Kemp discuss what should investors do. What can investors expect from stock markets as the results of the US election? And what have we learned from the Brexit vote shock to help protect our assets? Simon Molica from Morningstar investment Management is up next to discuss. How are professional investors reacting to the economic and political challenges of 2016, especially after Brexit and the US election have thrown up significant volatility. Fund Analyst Randal Goldsmith is up next to give us his insight on why it’s been a challenging environment for fund managers to make investment calls. What Will President Trump Mean for Bond Yields? Will the Fed raise US interest rates next month? And what will that mean

Welcome to the podcast from Morningstar UK, the leading provider of independent investment research. This week we’re going to take a look at Passive investing. When Jack Bogle, founder of Vanguard Asset Management launched the first passive fund in 1975 he was called “un-American”. The financial industry was so against his plan to revolutionise the way that we invest, a campaign was mounted insinuating Bogle was unpatriotic and a fool. Fast forward three decades and new money invested in passive funds is growing at much faster pace than actively managed funds. In the US last month, investors pulled $18 billion out of active funds, but invested $49 billion into passive funds. The story is similar this side of the pond, the fastest growing part of the market is passively managed funds – and in particular those which are “smart”, or “strategic” and offer investors access to a certain slice of the market. But what exactly is a passive fund? And are they better than actively-manged funds in all circumstances? Whe

This week we’re going to take a look at where investors can find income paying assets. Since Britain’s vote to leave the European Union, the Bank of England has taken drastic steps to boost the UK economy. Interest rates have been cut for the first time in more than seven years to a new low of 0.25%. What do you think of the interest rate cut? We took to the streets to talk to savers and borrowers alike to ask whether they will be spending more now rates are even lower. Do you want your investments to pay you a regular income? Up next we ask Investec's John Stopford how to blend income-paying assets for a sustainable yield How Should You Invest After You Have Retired? Your investment income and growth requirements are different once you've stopped earning a regular wage. Anthony Gillham, Co-Head of Multi-Asset for Old Mutual is up next to discuss the issue. Bricks and mortar property funds can have liquidity problems - but investing in property stocks don't carry the same risks. Alex Ross, Mana

This week we’re going to take a look at interest rates. The Bank of England has cut interest rates to 0.25% - the first move in more than seven years. What does it mean for your investments? Let’s get started and kick off with Senior Emma Wall and Chief Investment Officer for EMEA’s Morningstar Investment Management, Dan Kemp who discuss the implications of this rate cut to investors Portfolios’   So interest rates have been cut by the Bank of England. But this is just the beginning of central bank action. What’s next? Head of quantitative research for fidelity, David Buckle is up next to explain.   How do you Protect Your Portfolio Against Rising Inflation? Miton Multi-Asset fund manager David Jane explains the risks of investing in a rising inflation environment with Emma Wall and how he protects his portfolio.   Up next, JO Hambro's Ben Leyland explains how quantitative easing has made quality stocks expensive - and warns investors they should prepare for a correction in the next 3 years.   With

This week we’re going to take a look at how the financial market is shaping up after Britain voted to leave the European Union. Senior editor Emma Wall starts our podcast off by discussing what the professional investors have been buying now that we are heading for Brexit.   How have retail investors reacted to Brexit? Morningstar's Jonathan Miller takes a look at fund flows and cautions investors against making any hasty decisions and in particular to not give up on UK Equities.   Brexit brings with it impending market uncertainty, but this is nothing new, says Jupiter's John Chatfeild-Roberts. He urges investors to take a long-term view and stick to high quality companies with international exposure.   Will the Property Freeze Affect Multi-Asset Funds? Millions of pounds has been gated in commercial property funds as liquidity issues have meant managers have had to restrict withdrawals. Will multi-asset be affected? Senior Fund analyst Randal Goldsmith discusses this issue with Emma Wall up next.

This week we’re focusing on Millennials, Fund Fees and Building Investor Trust. What do the Millennials expect from their financial future? When do they see themselves retiring, if ever - and would they ever pay for advice to help them achieve their money goals? Senior editor Emma Wall took the streets to find out first hand.   It may be decades away, but smart Millennials should start planning for their retirement early - harness the power of compound interest to avoid pension poverty explains Emma Wall up next.   Millennials are adopting lifetstyles mindful of their impact on society and the environment - and they want their investment portfolios to reflect this commitment too. San Lie, Director of Manager Research for Morningstar Benelux explains why Millennials are Leading the Way with Sustainable Investing.   Can ESG Investing Mitigate Risk in Emerging Markets? James Donald, emerging markets fund manager at Lazard, explains why he only invests in companies which treat all shareholders in a fair a

This week we’re focusing on how Brexit, Trump and a Global Recession could affect your portfolio. There are challenges ahead for the global economy but Old Mutual Global Investors' chief executive Richard Buxton feels Brexit is not one of them claiming Britain will not leave the EU. Let’s first hear from him and Senior editor Emma Wall who discussed this topic and the Morningstar investment conference in London.   But what if Brexit does happen? Will UK investors still be able to access their UK domiciled funds in the event Britain leaves the EU? The Investment Association's Guy Sears is up next to dispel the myths.   Global recession fears are unfounded - but markets remain challenging for investors, particularly in Emerging Markets says JP Morgan's Stephanie Flanders up next.   What Happens to Markets if Trump Becomes President? Economic Consultant for Pioneer Investments Robert Wescott says it would be "scary" for the global economy if Donald Trump becomes President of the United States.   Loo

This week we’re focusing on pensions and retirement. Lets start at the beginning shall we? What exactly is a Pension? What different types of pension are there and how do they work? Morningstar’s Senior Editor Emma Wall talks us through the basics. Redington's Lydia Fearn explains to us why it is critical to start saving for retirement as early as possible, to increase your payments when you get a pay rise and why the forthcoming Lifetime ISA is not a pensions alternative. So you’ve decided you want to start paying more attention to your pension and planning your retirement but how exactly do you save retirement? Senior Editor Emma Wall explains all. Are you starting a personal pension for the first time? We talk to top investor John Husselbee, Head of Multi-Asset for Liontrust to give his three fund picks across the sectors to consider for your SIPP. Thanks to pension freedoms you can now access 25% of your pension pot tax-free at 55 - and figures show many retirement savers are withdrawing

This week we’re looking at ISAs. With less than one month left of this tax year time is running out for ISA and pension investors – or anyone looking to boost their savings and reduce their HMRC bill. Despite record low interest rates on savings and wages slow to rise, UK consumers are looking to the long term and diligently saving. But data reveals we are over-reliant on cash explains Morningstar Editor Emma Wall. Consumers like the more generous ISA allowances – but low interest rates and stretched finances are preventing some from saving. We took to the street and asked the public what they were planning to do with this year’s ISA allowance Ever wondered where the fund experts choose to invest their own money? We asked Morningstar's investment professionals - fund analysts and portfolio managers - where they would be investing their personal ISA allowance this year. Looking for ISA ideas? Don't buy quality stocks at any price, you could regret it when the market moves up or down warns Hermes

This week we’re looking at Investing for Income. Is your portfolio earning you the best possible rate of income? Are you prepared for this year's interest rate rise? We tell you how to maximise yield and where to find dividend payers in our Guide to Income Investing. Thanks to the closed-end structure and careful stock selection Bankers Trust has grown its dividend for half a century. Morningstar Editor Emma Wall kicks us off with an insight into the success of this Trust with manager Alex Crooke. Where Can Income Investors Find Dividends Now? The outlook for dividend stocks is looking gloomy - but there are still opportunities out there for the income investor. Evenlode's Hugh Yarrow reveals what to avoid and where to look. Up next, George Boyd-Bowman manager of the Neptune Global Income Fund highlights for us 3 Global Stocks Offering Dividend Growth that could and should pay bigger dividends in the future. You should be aware of high yielding stocks - they may not be sustainable sources of

This week we’re looking at investment ideas for 2016. For example, Mining stocks, banks, emerging markets and high yield credit all fared poorly last year but in our first interview, Psigma's Tom Becket explains to Morningstar Editor Emma Wall why these are the areas you should consider for your 2016 portfolio. After an exciting 2015 for Japan, does it still offer opportunities for growth in 2016? Morningstar's chief investment officer Dan Kemp reflects back on Japan’s performance last year and considers its prospects for the year ahead. Should You Invest in Bonds in 2016? As UK and US central banks raise interest rates this year, so too will bond yields - and the price of bonds will fall. Up next, Emma Wall discusses if there is any merit in holding fixed income in 2016? The U.S. economy is mostly insulated from a slowing China, but that doesn’t mean a smooth ride ahead for global stock markets. Bob Johnson, Director of Economic Analysis at Morningstar explains why China’s woes could cause glo

This week we’re rounding up what was hot and was not in 2015. For example, did you know that Investors sold more bond funds than any other asset class throughout the year? Morningstar’s new editorial assistant Karen Kwok gives us the run down on what were investor’s favourite and what were their least popular funds in 2015. Which closed-end funds have Morningstar readers favoured throughout the year? Morningstar Editor Emma Wall and Senior Fund Analyst David Holder reveal the top three investment trusts of 2015 as voted for by you. Axa Distribution manager Richard Marwood called the end of the bond rally too early but says now we are poised for a rate rise and his portfolio is now perfectly positioned. Emma Wall had the opportunity to discuss with Richard on why being too cautious on bonds lost cash in 2015. It has been a good year for investment trusts; closed-end funds saw record inflows, new fund launches aimed at income investors and performance fees cut. We return to David Holder, Seni

This week we’re focusing Investing in Asia. Asian equities can provide portfolio diversity – and boost long-term returns. But there are underlying geopolitical and corporate risks in the region. Morningstar’s Senior Investment consultant and Portfolio Manager Richard Whitehall starts us off by explaining the things you should consider before investing in Asia. Thanks to China's one child policy, its population is ageing - negatively impacting the economy. Will scrapping the policy be enough to kick start growth again? Hyung Jin Lee, Head of Asian Equities for Barings talks to Morningstar Editor Emma Wall to discuss if the change of policy is good news for investors. Investors should not write off China's state owned enterprises, they offer investors potential for profit despite their public sector status explains Fidelity's Dale Nicholls up next. After a very good run in 2014, the Indian stock market has disappointed year to date. But this creates buying opportunities as long as reforms

This week we’re focusing on finding companies that reward shareholders with income. Income paying stocks can boost the value of your portfolio through total returns - and by choosing those equities that pay dividends you're often opting for high quality companies. Morningstar Editor, Emma Wall starts us off by explaining why you should consider income investing. UK equity income funds have performed very well since the global recession - buoyed by falling interest rates. But what happens now that rates are set to rise? Mark Wharrier, Manager of the BlackRock U.K. Income Fund gives us some tips on investing for income in a rising rate environment. Exchange traded funds which only invest in income-paying equities are the most popular in the strategic beta universe. Emma Wall and Morningstar’s Passive Fund Analyst Kenneth Lamont examine how to pick the best income-paying ETF’s for you. Looking for income-paying investments for your retirement portfolio? Up next Morningstar’s senior fund anal

Do you know your asset allocation from you elbow? Do you know the difference between a bond’s coupon and its yield? Prepare to impress your friends and family – and win pub quizzes based within the square mile. This month on the Morningstar Podcast we’re focusing on Financial Education, and we’re going back to basics. Morningstar Editor, Emma Wall starts us off by explaining the importance of taking control of your finances. Diversification is extremely important in an investment portfolio. Equities offer investors the chance for profit over the medium to long term, but fixed income has also fared well proving the need for both explains Morningstar’s Senior Fund analyst Jose Garcia Zarate So how do we go about blending assets to make a successful portfolio? It is not enough to pick fantastic investments - you have to blend them together in a complimentary way explains Head of Multi-Asset for Liontrust, John Husselbee. When Is it OK to Run Out of Money in Retirement? Capital preservation i

The Federal Reserve and the Bank of England have hinted that interest rates will rise later this year, and while this is good news for savers – it could spell bad news for bond investors. This month on the Morningstar Podcast we examine how investors are reacting to the risk of the bond bubble bursting, and whether they should be worried. Fixed income investors have benefitted from a bond rally lasting more than a decade - but after much warning the tide has turned, with both Gilts and corporate bonds losing cash this year. Morningstar Editor Emma Wall and Morningstar Portfolio Manager Emma Morgan discuss the latest developments in the Bond market. How can you prepare for an interest rate rise? Bond investors use duration to bet on rising or falling rates, but what exactly is duration? Morningstar’s Senior Passive Funds Analyst Jose Garcia Zarate is here to explain. Investors are losing confidence in bonds as safe haven assets, selling out of bond funds in favour of absolute return strategies and

This month we focus on How to Invest in Emerging Markets. Emerging markets offer UK investors the potential for fantastic profits over the long term. But how do you define an Emerging market? Morningstar Editor Emma Wall takes us through the basics. Emerging market equities and fixed income investments can be risky but if you take a long term approach these economies can reward you with profit. Who exactly should be investing in Emerging Markets? We go back to Emma Wall who suggests that Investing in Emerging markets is for everyone. Should Investors Be More Worried About Greece or China? As Brussels finally releases much-needed cash to Greece, should investors stop worrying about the eurozone and instead turn their attention to what’s happening in the Chinese stock market? We spoke with Anna Stupnytska, Global Economist for Fidelity for her views on the current situation facing both emerging economies. Emerging markets investment legend Mark Mobius has stepped down as the lead manager on

This month we focus on how to invest using active and passive funds. Fans of passive investment often cite the cost of active management as a negative factor. But smart investors should consider more than just the price of a fund. Morningstar Editor Emma Wall speaks with Chris Traulsen, Head of Research for Morningstar on what else to look out for when choosing a fund other than its price. Predicting how much a fund investment costs – whether it is active or passive – is near impossible says Emma Wall. Should flat fees become an option for the future? With passive funds often performing just as well as actively managed funds at a fraction of the cost, why pay for active management? Active management is critically important for a functioning economy - as well as investors, says Mark Burgess from Columbia Threadneedle. Especially when stock markets are expected to move sideways. Passive funds are precise tools that asset allocators can use to get exposure to different markets - although they

This month we bring you the very best from our Investment Conference, featuring views from the brightest money minds around. First up, what the experts think of the different global investment regions. In the UK interest rates have been at a record low level for more than six years but it is looking increasingly likely that the Bank of England will raise rates within the next year. Morningstar Editor Emma Wall speaks with J O Hambro’s Clive Beagles about Which Income Stocks Will Benefit from an Interest Rate Rise. Lets now get an update from across the channel. Henderson European equity investor John Bennett speaks with Emma about how euro weakness is good for stock markets and that if the euro strengthens it will quickly halt any outperformance. Is it Time to Sell US Equites? Federal Reserve chief Janet Yellen has said that US equities look fully valued and interest rates are due to rise imminently. Emma Wall and US Equity Fund manager for Artemis Cormac Weldon discuss if investors should be c