MoneyWeek Talks

Stephen Yiu, chief investment officer and lead manager of the Blue Whale Growth Fund, explains his investment philosophy of “following the money” and how it could be key to identifying tomorrow’s winners.

He also discusses why the investment landscape has changed dramatically since 2022, and why investors should look beyond the US for growth.

MoneyWeek Talks helps you unlock the secrets to financial success, where experts share their top tips on managing money, investing wisely and building wealth.

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Emerging Europe, the Middle East and Africa could offer investors opportunities beyond the usual hotspots, Adnan El-Araby, lead manager of the Barings Emerging EMEA Opportunities Trust, says.

Talking to Andrew Van Sickle on MoneyWeek Talks, El-Araby explores the investment potential of countries such as Greece and Poland, how Saudi Arabia is diversifying beyond oil, and why South Africa could be at a turning point as the political landscape shifts. Tune in now.

MoneyWeek Talks is a podcast that helps you unlock the secrets to financial success, where experts share their top tips on managing money, investing wisely and building wealth.

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We are on the verge of a new commodity ‘supercycle’ – Evy Hambro, co-manager of the BlackRock World Mining Trust, says.

Speaking on MoneyWeek Talks, Hambro says investment in AI, electrification and ageing infrastructure is driving demand for commodities such as copper and critical minerals

He also explores how real assets such as gold can help protect investors’ purchasing power during periods of uncertainty and how much you should hold.

Read more: https://moneyweek.com/investments/commodities/evy-hambro-moneyweek-talks

Watch the full episode on YouTube: https://youtu.be/ALbpLDG3xV4

MoneyWeek Talks is a podcast that helps you unlock the secrets to financial success, where experts share their top tips on managing money, investing wisely and building wealth.

Follow us and get ready to make it, keep it and spend it.

What does it take to build a multi-billion-pound business? Sir Richard Harpin, a self-made billionaire, shares the lessons he learned while growing HomeServe into a FTSE 100 company, which he sold for £4.1 billion. Harpin recalls nearly running out of money twice, and explains how he turned it around.

Speaking on the latest episode of MoneyWeek Talks, Harpin warns that a wealth tax or further increases to capital gains tax could be devastating for British business, and says Labour must reward risk-takers to help the UK thrive.

He also shares his advice on how business leaders can build their multi-million-pound company, and explains why he thinks now is a good time to start a business in Britain.

MoneyWeek Talks is a podcast that helps you unlock the secrets to financial success, where experts share their top tips on managing money, investing wisely and building wealth.

Subscribe now and get ready to make it, keep it and spend it: https://pod.link/1048958476

Read more: https://moneyweek.com/personal-finance/tax/richard-harpin-moneyweek-talks

Space is no longer the preserve of the world’s richest countries. Falling launch costs, advances in satellite technology and growing demand for data and defence capabilities are opening up a new frontier for investors.

Mark Boggett, CEO and co-founder of investment firm Seraphim Space, discusses the opportunities emerging across the sector on the latest episode of MoneyWeek Talks, from nuclear power and space-based solar farms to AI datacentres and satellite systems.

MoneyWeek Talks is a podcast that helps you unlock the secrets to financial success, where experts share their top tips on managing money, investing wisely and building wealth.

Subscribe now and get ready to make it, keep it and spend it.

In recent weeks, artificial intelligence (AI) has been making headlines for all the wrong reasons, from AI agents 'going rogue' to Anthropic and OpenAI models hacking the Australian government.

But these safety concerns are unlikely to slow spending – in fact, it could even accelerate investment in infrastructure, security and regulation, according to Jessica Inskip, director of investor research at StockBrokers.com, on the latest episode of MoneyWeek Talks.

She discusses how investors can benefit from the AI boom through companies like Nvidia, Apple and IBM, and the impact of data centres on local economies.

MoneyWeek Talks is a podcast that helps you unlock the secrets to financial success, where experts share their top tips on managing money, investing wisely and building wealth. Subscribe to the MoneyWeek Talks podcast and get ready to make it, keep it and spend it.

Utilities and infrastructure used to be a sector typically associated with producing steady inflation-linked income, but not anymore.

That’s according to Jean-Hugues de Lamaze, manager of the Ecofin Global Utilities and Infrastructure Trust, who said there is high demand for capital expenditure in listed infrastructure.

Speaking on the latest episode of MoneyWeek Talks, de Lamaze said ageing infrastructure put in place post-World War Two was offering investors plenty of opportunities, while demand to power AI datacentres and electric vehicles is another reason why there are growth prospects in the sector.

MoneyWeek Talks is a podcast that helps you unlock the secrets to financial success, where experts share their top tips on managing money, investing wisely and building wealth. Subscribe to the MoneyWeek Talks podcast and get ready to make it, keep it and spend it.

The Chinese economy is facing headwinds. There is weakness in consumer spending, its property market is still in a slump, and there’s weakness in business investment.

Speaking on the latest episode of MoneyWeek Talks, Dale Nicholls, manager of Fidelity’s China special situations fund says that while there may be negative things to say about the country’s economy, there are also bright spots to look out for – from its world-class artificial intelligence models to cloud computing.

Japan’s story has long been one of deflation. For the last 20 years or so, the country has been plagued by it, leaving its economy stunted.

But has the tide finally turned? Deflation has been conquered, and Japanese firms are finally listening to shareholders.

In this episode of MoneyWeek Talks, Masaki Taketsume, manager of the Schroder Japan Trust, discusses the initial catalyst, how much of the groundwork was laid under former prime minister Shinzo Abe’s economic vision, and more on the Japanese stock market.

MoneyWeek Talks is a podcast that helps you unlock the secrets to financial success, where experts share their top tips on managing money, investing wisely and building wealth. Be sure to subscribe and get ready to make it, keep it and spend it.

The Bank of England might be best known for setting interest rates and printing banknotes, but there’s much more going on at the central bank.

In this episode of MoneyWeek Talks, Bank of England economists Jack Leslie and Rupal Patel discuss what's kept in the Bank's vaults, the origin of colour banknotes, and how interest rates can be used to tackle inflation.

MoneyWeek Talks is a podcast that helps you unlock the secrets to financial success, where experts share their top tips on managing money, investing wisely and building wealth. Subscribe to the MoneyWeek Talks podcast and get ready to make it, keep it and spend it.