Plant-based foods, precision farming, sustainable packaging and food safety are among the sub-sectors that contribute to the sustainable future of food as an investment theme.

In this episode, Rahul Bhushan, co-founder at Rize ETF, explains why he’s excited about companies including Oatly, Beyond Meat, AppHarvest and Else Nutrition, which are part of the Rize Sustainable Future of Food UCITS ETF. Bhushan also talks about his strong belief in and passion for sustainability.  

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In this episode Richard Champion, deputy CIO at Canaccord Genuity Wealth Management, discusses the recent bout of market volatility in US equities. He is optimistic on US stocks going into the second half of the year, but sees better opportunities in other regions.

Amid the ongoing debate over inflation, Champion believes the recent rise in price levels is likely to be transitory rather than permanent. Sector-wise he is relatively optimistic on retail, but thinks tech is overvalued and sees opportunities in med-tech in the second half of the year. 

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With a unique set of circumstances there will be some big winners Out of Tokyo 2020, as the games are still known. There will be winners that may not otherwise have been able to capitalise on the event, and companies that may otherwise have done well, coming out of the games showing a loss.

In this episode, IGTV’s Jeremy Naylor talks to Chris Bailey, founder of Financial Orbit, about the corporate winners and losers.

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As the UK economy rebounds, there appears nothing in the way of a continuation of the rise in residential property prices, albeit at a lower rate than seen recently. That’s the view of Andrew Wishart, UK property economist at Capital Economics. He says a mix of higher economic growth rates, better employment prospects and the maintenance of the low interest rate environment should support the market for the rest of this year. This, notwithstanding the pressure on government to end the stamp duty holiday at the end of June. 

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In this episode, Rick Rule, President and CEO at Sprott US Holdings, chats to IGTV’s Victoria Scholar about the outlook for gold. Rule believes there could be some short-term volatility for precious metals, but long-term he is a believer in gold as a storage of value that is far superior to that of fiat currency, particularly when interest rates are low. He says gold should always be part of investors’ portfolios, even in periods of economic strength.

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With a wide divergence of economic performance within the eurozone, the European Central Bank (ECB) will have to perform a difficult balancing act. The main issue facing the ECB is how to deal with the needs of each economy when it comes to tapering the liquidity currently in place.

In this episode, IGTV’s Jeremy Naylor catches up with Marc Ostwald, chief economist and global strategist at ADM ISI, who says the inflation that Germany is facing may not be as extreme as some are suggesting. Nonetheless, Ostwald says the solution, when it is required, may be found in a balanced mix of fiscal and monetary actions.

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US earnings season is drawing to a close with 87% of S&P 500 companies beating expectations in the best quarter for earnings growth in over a decade, according to Refinitiv.

In this week’s episode, IGTV’s Victoria Scholar speaks to Ben Gutteridge, director of Model Portfolios at Invesco, about what we learned from US earnings season and what lies ahead for US equities. Gutteridge says it has been a ‘spectacular’ quarter for earnings, partly due to base effects, but also thanks to vaccination efforts, alongside monetary and fiscal stimulus programmes. However, he says there is still a lot of uncertainty in the consumer sectors, including travel and leisure. In terms of investors’ concerns over inflation, Gutteridge is relatively optimistic, believing that inflation is most likely to be transient. 

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The current shortage of computer chips began in the auto sector as a result of the disruption caused by the coronavirus pandemic.

In this episode, IGTV’s Jeremy Naylor chats to tech specialist, Dr Richard Windsor, from Radio Free Mobile who says the initial pressures that built up then moved into consumer electronics. But, because of the capital expenditure that’s been promised by the big chip makers like Intel and Taiwan Semiconductor, this excess demand could be swamped by excess supply, possibly ‘by Q2 or Q3’ in 2022.

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In this week’s episode of IG’s Trading the Markets podcast, IGTV’s Victoria Scholar speaks to Daniel Lacalle, chief economist at Tressis, about the post-pandemic recovery for the US economy, monetary and fiscal policy, and the potential economic risks ahead.

Lacalle says there is “too much complacency” towards the inflation risks, which could lead to a similar situation to Japan’s ‘lost decade’. He says there is no evidence that inflation is transitory and while the US economy is likely to recover quickly, there are serious stagflation risks in 2022 and 2023. He says the Federal Reserve System (Fed) and the European Central Bank are entirely oriented to markets and market prices, and he believes the Fed should have already tapered bond purchases and started to increase interest rates.

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With recent highs on global equity indices, IGTV’s Jeremy Naylor asked Dr Navid Malik, Head of Life Sciences Research at The Life Sciences Division, whether investors and traders are getting ahead of themselves in pricing risk. Dr Malik, as well as being a medical doctor and an expert in COVID-19, is also an investor and runs the research desk at The Life Sciences Division.

In this episode, the discussion begins with the recent developments on how the virus seems to be mutating and then moves onto the ways in which pharma and biotech companies are rising to the challenge.

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