In times of turbulence, the right investment decisions can make all the difference. For our June podcast, Master Investor have partnered with Netwealth to help you navigate the uncertain economic landscape with confidence and maximise your investment potential. 

Master Investor’s Sarah Lowther is joined by Netwealth’s Gerard Lyons and Matt Conradi to share their expert insights and perspective on the volatile financial markets as well as the tools and resources you can use for your own wealth management.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

With global uncertainty has come a renewed interest in the precious metal and we discuss the gold outlook with four companies in this space.

On 24 May 2023, Master Investor hosted four gold companies with exciting projects in development to help keep our investors ahead of the curve.

Participants:

Charlie Morris, Founder and Chief Investment Officer at ByteTree.com

Alexander Scanlon, CEO of Barton Gold

Harry Anagnostaras-Adams, Executive Chairman of KEFI Gold + Copper

Natalie Bellis, CEO of Seventy Ninth Group

Mark Child, CEO of Condor Gold

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

In this month's Master Investor podcast, Sarah Lowther and Jonathan Davis disagree about the direction of the markets. Lowther, at a grass roots level, sees market sentiment on the up while Davis cites renowned financial strategist Russell Napier who errs caution due to the global accumulation of debt. 

Napier's thoughts are shared by United States Secretary of the Treasury Janet Yellen who suggests the U.S. government will run out of money at the beginning of June, and if that happens Davis says June will be 'a lively month'.

Davis shares Napier's thoughts on debt eradication and why ‘the right kind of equities’ could be a solution. Davis's own solution is 'rack up your risk tolerance', or 'do something less frenetic than watching the markets go up and down every day' which Lowther interprets as permission to study to become a vet.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

The electric vehicle economy is accelerating at full throttle, and as with all supply and demand there comes investment opportunities.

Emily Liu, Associate Director of Research at Hybridan talks to Master Investor’s Sarah Lowther about the regulatory stimulus driving the sector and the companies assisting the transition to clean tech and net zero decarbonisation ambitions.

Liu also talks about the recycling enterprises at the end of the value chain which are just as essential as the critical mineral explorers at the beginning. She talks about why 80% of UK-made vehicles are exported and whether Cornwall could be at the heart of the EV economy in the U.K..

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

In their monthly gossip about the markets and dominant actors puppeteering the investment stage, Master Investor’s Jonathan Davis and Sarah Lowther consider whether it’s worth following legacy advice about selling up in May and returning in October.

May 2023 also coincides with the UK’s first royal coronation in seventy years, so will this noble event invigorate the market? Davis suggests the coming month might be dull unless China invades Taiwan when the advice would be 'it's better to panic early', but 2023 as a whole he suggests could be shaped by the amount of debt being held by the US, UK and European governments.

Davis and Lowther also talk about the highlights of the recent Master Investor Show, hoodwinking a young investment guru and the companies that are the gate keepers of 'affordable' and regulated alternative assets of the luxurious kind. 

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

Master Investor’s Jonathan Davis and Sarah Lowther talk about why March 2023 was a mega merger month, and why there’s so much consolidation in the broking sector and activity in the private equity space.

Davis advises those with surplus income and the younger investor to consider venture capital trusts as they ‘essentially’ give investors tax breaks. “They are very risky,” says Davis, “but they do provide a very tax efficient alternative for higher risk, smaller company investment.”

With predictions of ‘more trouble to come’ for the UK economy and investment landscape, Davis describes the economy as a head-scratching conundrum with the consumer demonstrating resilience against a backdrop of higher interest rates and energy prices.

Jonathan and Sarah also wax lyrical about the state of Royal Mail, and columnist A N Wilson’s dark childhood boarding school experiences which contrasted with the light of his father’s eccentricity.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

Graham Rowan, Chairman of Beaufort Private Equity, interviews Jim Mellon ahead of the forthcoming Master Investor Show (this recording was made before the date of the show was changed to the 15th of April 2023 due to rail strikes).

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

Jonathan Davis talks to the manager of the highly regarded £3.5 billion Evenlode Income fund about the markets and his favourite UK stocks.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

Master Investor’s Sarah Lowther and Jonathan Davis talk about what stopped the FTSE 100 from breaching the tantalising 8000 level, and the latest survey from FTSE creator Professor Dimson and friends.

Davis suggests foreign investors need to return to the UK market and reinvigorate its position in the World Equity Index after halving over the past two decades. He also reveals the golden rule concerning dividend yields and equity purchases.

Generous to a fault, Davis also summarises the latest 272-page survey from renowned financial historians Dimson, Marsh and Staunton and discusses how Gen Z’ers can still make money from investing, and why investment decisions are best made in the summer and not in March at the end of the financial year. 

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

Master Investor’s Sarah Lowther and Jonathan Davis discuss the investment themes that have started to materialise this year. 

With some equity market indices approaching or breaking through their 200 day moving averages, is this potentially a positive sign for the rest of 2023? 

Davis talks about the phenomenal success of passively managed funds over the past two decades, and names the active fund managers who deserve honourable mentions.  

Inflation in the UK is discussed. Will it return to the Bank of England’s 2% target and why is BOE Governor Andrew Bailey eating humble pie?

And discover why Davis says this is the year that the trip to the US should be a vacation destination and the Western Isles shouldn’t.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.