Master Investors

In this month's Master Investor cogitation, Jonathan Davis and Sarah Lowther discuss whether the AIM market is suffering due to predictions of an impending Labour government and despite a plethora of bad news investor confidence is actually returning.

Davis considers the plight of indebted U.K. water companies using the Warren Buffett analogy of "You know who's been swimming naked when the tide goes up." He also references the third-party casualties of those with exposure to those utilities.

He shares his conversation with fund manager James Henderson who suggests now is the time to load up on mid and small cap shares. Lowther meanwhile shares her delight about Sam Volkering's just released "The Crypto Handbook" and how she's no longer afraid of a world she's long been in denial of.

The pair agree on the market adage that the value of shares can go down as well as up, and this lesson is learned the hard way by fools and the foolhardy. "What's the best way to become a millionaire? says Davis. "To start with a billion and invest in an airline stock."

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

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.

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