Morningstar Uk: Podcasts

A Happy New Year to all our listeners and Welcome back to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we give you plenty to share in our Guide to Investing for 2019\. Let’s start with some stock picks for the New year! Killik & Co's Rachel Winter shares her three stock picks for January 2019, A mix of value bets and dependable equities with Morningstar’s Senior International Editor, Emma Wall. Are you ready to Invest in 2019? State Street Global Advisors' Kevin Anderson says 2019 will be volatile - but there will also be opportunities for investors who are ready to pivot Our next guest, Psigma’s Chief Investment officer Tom Becket warns us that the upward rising markets of the past decade are over and that investors should prepare for a risky year ahead What Will Trigger an Emerging Market Rally in 2019? This year, markets were dominated by politics and in particular, the trade war. What can investors in Asian equities expect from 2019? Emma Wall

Welcome to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we analyse the impact of this week’s UK Budget Report and how to navigate falling global stock markets. Let’s start with the Budget. Whilst Phillip Hammond’s announcements of tax reductions and spending measures may boost Britain’s high street retailers, the positive impact on investors is likely to be limited says Morningstar Investment Management’s Dan Kemp. Now on to global markets. During times of uncertainty even the most experienced of fund managers get scared of volatile markets. Up next, Aberdeen Standard's Hugh Young explains his fears about a trade war are justified, but says investors should stay the course or they risk missing the recovery.  Our next guest, Michele Hardeman, Head of Global Markets for Asia Pacific for State Street, explains to our Senior International Editor, Emma Wall, how falling emerging market currencies have impacted investor confidence. China shares have had

Welcome to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we’re focusing on how politics can affect stock markets, from Brexit and emerging markets to Donald Trump’s trade policies. Let’s start with Brexit. Our first guest, - Michael Metcalfe, Head of Global Macro Strategy at State Street, likens a no deal or hard Brexit to a natural disaster that it will inflict serious damage on the UK economy. Donald Trump's tax reforms will cause inflation and this will cause interest rates to rise, but dwindling liquidity is a concern too, says Jeff Boswell, Manager, Investec Global Total Return Credit Fund. Continuing with president Trump, Somerset Capital's Ed Lam says you can't ignore political risk when investing in emerging markets, and so is favouring India and investing away from Trump's tariffs. Our next guest is Olufemi Mada, Senior investment Analyst for Morningstar investment Management who talks to us about why it has been a difficult 2018 for emerg

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 th

Welcome to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we’re focusing on the potential US-China trade war, and how politics have impacted the Asian markets. President Trump has revealed plans for trade tariffs targeting Chinese tech and innovation. But should investors be more wary of China's response? Emma Wall, Senior international editor for Morningstar speaks with Catherine Yeung, Investment Director at Fidelity to find out more. A significant political event occurred this month when President Trump and North Korean leader Kim Jong-un met for the first time. But what does the agreement they signed mean for Asia’s economy?  Our next guest Schroders' Jason Yu, says protectionism will increase market volatility but the fundamentals remain strong for Asia equities and so China shares Won't Be De-railed by Trump Tariffs It is now easier than ever to invest in companies based in mainland China, and China is investing in global projects of its own. O

Welcome to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we’re focusing on the UK and European markets, and how politics have impacted stock markets. UK stocks have fallen from favour as concerns build about Brexit. But our first guest James Henderson, manager of the Lowland Investment Trust welcomes the dip as it has provided opportunity for him to pick up income stocks cheap. Up next, JPM Claverhouse Trust manager Will Meadon says It is understandable that UK equities have fallen from favour but warns investors against ignoring them completely. Has Europe reached its peak, is this as good as it’s going to get? Sam Morse, manager of the Fidelity European Values fund is up next to discuss investment conditions in Europe, and where there is value left in the market. Our next guest is Olly Russ, Manager of the Liontrust European Enhanced Income Fund. Olly feels that Europe has never looked better and is in great shape so equity investors should make t

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 tech

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 d

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 Morga

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

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 fun

Welcome to the podcast from Morningstar UK, the leading provider of independent investment research. This week we take a look at Emerging markets. Emerging market investing brings its own unique set of challenges such as corporate governance, state owned enterprises and stock markets which are more closely linked with economic health to name a few. In this month’s podcast we take a closer look at the opportunities and risks offered by these heterogenous group of countries, and whether you should be adding exposure to your portfolio. Lets begin with China, investor confidence in China has improved in 2017 – but does this mean the outlook has too? Charlie Awdry, manager of Janus Henderson China Opportunities has seen investor euphoria and hatred in his decade of running funds – he talks to our Senior editor for Morningstar.co.uk Emma Wall on what investors can expect next. How Does China Impact Emerging Market Investing? China is the largest economy in Asia - how much does the Chinese economy impact invest

Welcome to podcast from Morningstar UK, the leading provider of independent investment research. This week we take a look at record high stock markets and whether investors to be concerned about a global downturn. 10 years on from the pre-crisis FTSE 100 high, we examine how UK stocks have fared over the past decade - and what investors should expect next. Is the FTSE 100 Facing Another Market Crash? Tanguy De Lauzon from Morningstar Investment Management is up first to discuss this with our senior editor for Morningstar.co.uk Emma Wall. The Federal Reserve is expected to raise interest rates next month. Will this trigger a correction in US equities - a market which is looking increasingly expensive? Paul O'Conner, Head of Multi Asset at Janus Henderson is up next to discuss if a Fed rate rise means the us stock market will fall. Should you sell US stocks? Are US stocks overvalued? The S&P 500 clocked yet another all-time high last week. Jeremy Glaser, Editor for Morningstar.com is up next to question

Welcome to podcast from Morningstar UK, the leading provider of independent investment research. This week we bring you the highlights from our annual Morningstar Investment conference and more. Our conference is host to advisers, economists, fund managers and academics covering vital and topical issues impacting savers and investors. Let’s get started with our first guest on the podcast, Anna Stupnytska, global economist for Fidelity who warns that global growth and reflation trade has peaked. So should investors be concerned about a global downturn? Why are markets not reacting negatively to bad news? Stock markets hate uncertainty - or so we're taught. But the last year has seen considerable political uncertainty and markets have rallied. We speak to Newton's Iain Stewart, investment leader for newton Investment management to find out why. The textbooks tell us innovation is good for the economy - but as robotics and technology disrupt the status quo could your portfolio returns be impacted? James

At the Morningstar Investment Conference in London, Gina Miller tells Emma Wall why she is fighting for tactical Brexit voting in the upcoming UK General Election Morningstar Guest: Gina Miller, Founder SCM Direct Subscribe to our podcast on itunes: https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2 http://www.morningstar.co.uk

Happy New Tax year and welcome to podcast from Morningstar UK, the leading provider of independent investment research. This week we bring you a comprehensive guide to Planning for Retirement. The problem with investing for retirement is it seems a very long way off for so many of us. The State Pension age is now 67, with average life expectancy at 80 years. Seemingly more pressing financial obligations call out to be prioritised; children’s education, family holidays, DIY. But start investing for retirement early enough and the burden is far less; put off saving into a pension and the sacrifice you must make to meet the same financial goal is much greater. Let’s start with the podcast off with the basics, Emma Wall, Senior editor of Morningstar.co.uk explains what a pension is and why you should have one. Investing well is key to building up a sizeable pension pot. If done correctly investing can also help build you buy a property or pay for your children’s education. So, can you afford not to invest

Welcome to podcast from Morningstar UK, the leading provider of independent investment research. This week it’s a Morningstar Conference Special brought to you from Amsterdam. The Morningstar Institutional Conference is host to some of the best investors, academics and thought leaders and we are excited to share with you a packed podcast this week with Senior editor Emma Wall interviewing all of the key speakers at the conference. Lets start with Christopher Davis, Chairman of Davis Advisors who discusses an important question, when is the right time to buy stocks? Why we should we care about Environmental, social and governance issues also known as (ESG) when investing? Mats Andersson from the Global Challenges Foundation, talks to us about the why ESG is important and reveals the essential components and the fund providers who are getting it right. While Brexit remains in negotiation stages, the impact on the FTSE has already been felt. How can investors navigate the UK market as the political bac

Welcome to the podcast from Morningstar UK, the leading provider of independent investment research. This week it’s ISA Ideas and Budget week. Lets start with Junior ISA’s. Junior ISAs allow you to save on behalf of under-18s tax efficiently. Just like an adult Isa, you can chose to shield cash, stocks or investment funds from HMRC, but unlike the adult Isa, investments cannot be cashed in at any time – the child must reach 18 before they have access to funds. We start our podcast today with Emma Wall, Senior Editor for Morningstar.co.uk and Adrian Lowcock, Investment Director for Architas who discuss Junior ISAs in more detail as well as give us 3 Fund Picks for your Junior ISA. As the ISA deadline looms, investors should consider their portfolio holistically and aim to have a portfolio that is well positioned to achieve their investment goals. Portfolio Manager for Morningstar Investment Management, Richard Whitehall is up next to discuss how to take this into consideration when rebalancing your portfoli

Welcome to podcast from Morningstar UK, the leading provider of independent investment research. This week we’re looking at how investors can get the maximum income from their portfolio. This time last year the Federal Reserve was promising several interest rate hikes through 2016, and the Bank of England looked set to follow. But then the unexpected happened and Britain voted to leave the European Union, sending the pound plunging and the Bank into damage limitation mode. As a result, the Bank of England base rate was cut to and even lower record level of 0.25%. All hope is not lost however. The FTSE 100 yields an average of around 3.7%, despite rallying 15% in the last year, and the US, Europe and even emerging markets have well-covered dividends and investment grade bonds for the discerning income investor. Let’s kick things off with Emma Wall, Senior Editor for Morningstar .co.uk and Ariel Bezalel, Manager of the Jupiter Strategic Bond Fund as they discuss inflation and what this means for interest ra

Welcome to the first podcast of 2017 from Morningstar UK, the leading provider of independent investment research. As it’s the start of the year lets take a look at what you can expect from global markets in 2017, starting with bonds. Emma Wall, senior editor for Morningstar speaks to Morningstar Investment Management's Mark Preskett who says gilt yields may fall in 2017 but bonds still have an important role to play in investor portfolios. Turning now to UK Equities we have Simon Brazier, manager of the Investec UK equity fund. Simon says investors should prepare for a year of volatility - but there are opportunities in domestically focused cyclical stocks. 2017 will be the year for several European Elections including in the Netherlands, France and Germany all of which could impact the market. Canada Life Investments' chief investment officer David Marchant considers the impact of these European elections on asset prices and investors. Political upset can cause market volatility - and investment opp