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Steve talks us through AMD and ARM results and looks ahead to Applied Materials and Cisco. James runs through the JD Sports update, the latest news from investment trusts Herald and Seraphim, and upcoming releases from Burberry, Compass, Imperial Brands and Watches of Switzerland. Ian asks whether value investors ought to take a fresh look at Diageo and Shell.

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In our latest special podcast, James Crux and Steven Frazer are joined by Emily Whiting, emerging markets and asia pacific investment specialist at JPMorgan Asset Management. The discussion focuses on JPMorgan Asia Growth & Income (JAGI). This investment trust aims to provide a total return from investing in equities quoted in Asia, excluding Japan.

Our special guest tells us what sets ‘JAGI’ apart from others in the Asia Pacific Equity Income sector. Whiting explains how JPMorgan’s specialist EMAP team meet and research thousands of companies each and every year. This, she argues, massively helps the portfolio managers pick the best opportunities.

Whiting also discusses the attractions of Asia as a hunting ground for capital growth and dividends and tells us about the trust’s enhanced dividend policy. She also explains how JAGI offers exposure to the AI infrastructure build-out theme through names such as TSMC (TSM) and Samsung Electronics (BC94). The fund’s Korean holdings are benefiting from the country’s improved governance outlook.

JPMorgan Asia Growth & Income

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In today’s Podcast, the Sharesify team talk high-flying US markets, Big Tech earnings, UK banks, Unilever (ULVR) and much more.

Our tech guru Steven breaks down the latest earnings reports from Apple (AAPL) and SanDisk (SNDK). The iPhones behemoth delivered a solid quarterly earnings beat, while AI infrastructure play SanDisk, a ‘30-bagger’ no less, delivered a massive earnings surprise.

Ian talks markets with a focus on central banks and big UK lenders Lloyds (LLOY) and NatWest (NWG), while James tells us more about this week’s positive results from aero engine maker Rolls-Royce (RR.) and consumer goods giant Unilever (ULVR).

The chaps also look ahead to Berkshire Hathaway’s (BRK.B) annual meeting on Saturday, the first to be hosted by Warren Buffett’s successor Greg Abel. They also preview results from drinks giant Diageo (DGE), banking giant HSBC (HSBA) and British chip designer ARM Holdings (ARM).

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If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel.

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And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

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In our latest special podcast, James Crux and Ian Conway are joined by James Bruegger, chief investment officer and managing partner of Seraphim Space Investment Trust (SSIT).

The world’s first listed SpaceTech fund, Seraphim Space is opening access to a multi-trillion-dollar opportunity in the global SpaceTech sector, the frontier driving innovation in defence, security, climate change and sustainability.

Bruegger tells the Sharesify team what first piqued his interest in SpaceTech. He also discusses the size of the market opportunity and why the SpaceTech industry is at an inflection point.

Our special guest talks about the trust’s track record of picking winners and why the fund does not own Elon Musk’s SpaceX. He also explains why Seraphim Space is looking to raise up to £350 million via a C share issue.

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If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel.

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And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

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In our latest Podcast, the Sharesify team talk ‘Mag 5’ earnings plus big beats and big misses. The discussion also turns to new highs, new lows and more UK M&A.

Our resident tech guru Steven previews results from Alphabet (GOOG), Amazon (AMZN) and Meta (META). He also explains why new Apple (AAPL) CEO John Ternus could be working on a major new product reveal.

James discusses energy giant BP’s (BP.) Q1 earnings beat. He also flags a surprise profit upgrade from car parts-to-bicycles seller Halfords (HFD). James tells us why investors are wiping cosmetics maker Warpaint (W7L:AIM) from portfolios and raises the takeover of Treatt (TET) by German rival Döhler for discussion.

Ian observes that it’s taken an outsider to realise the extreme value in the UK market. As Joe Bauernfreund, manager of investment trust AVI Global (AGT), said on the show last week, there are lots of under-researched stocks out there right now.

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If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel.

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And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

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In our latest podcast, Sharesify’s Steven Frazer and James Crux welcome Rebecca Maclean, co-manager of Dunedin Income Growth(DIG). One of the oldest investment trusts in the world, dating back to 1873, the company has paid a steady or rising dividend for more than 45 years. The trust offers a competitive yield backed by strong revenue reserves.

Our special guest talks us through the storied trust’s investment style and objectives and explains how Dunedin’s managers define ‘quality’.

Maclean also tells us why this UK Equity Income sector stalwart’s biggest position is in fact a French company, namely oil supermajor TotalEnergies (TTE). She also outlines why London Stock Exchange Group (LSEG) and Relx (REL) are prominent holdings in the portfolio.

Finally, Rebecca shines a spotlight on the fund’s inflation-beating qualities, talks performance and tells us what the board is doing to address the trust’s discount to net asset value (NAV).

How to get involved

If you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel.

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In our latest podcast, the Sharesify team discuss record US markets, chip stock Intel’s (INTC) overnight surge, today’s big FTSE 100 faller and incoming earnings from an array of corporates.

Mondi shredded

James explains why containerboard-to-paper bag maker Mondi (MNDI) has shed 65% of its value over the past five years. He reckons bargain hunters should be wary of this stock given its uncertain recovery prospects.

Steven gives us the lowdown on Intel. He tells us why the after-hours action in the stock was one of the most violent repricing’s of a legacy semiconductor company in years.

Next up, James brings us up to date with the goings-on in retail. Disappointing updates from Sainsbury’s (SBRY) and WH Smith (SMWH) are in focus. Steven talks about upcoming earnings from ‘Big Tech’ across the pond. And the guys preview updates from coffeehouse giant Starbucks (SBUX) and consumer goods goliath Unilever (ULVR).

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In our latest podcast, Sharesify’s James Crux and Ian Conway welcome Joe Bauernfreund, CEO and CIO of Asset Value Investors and the manager of AVI Global Trust (AGT).

Our special guest talks us through AVI Global Trust’s unique investment approach and explains how he finds the ‘hidden gems’ other investors overlook.

Bauernfreund also points to situations where AVI Global has successfully deployed its activist approach and shareholders have reaped the rewards. He also explains why corporate governance changes in South in Korea should lead to a re-rating of companies, as they have in neighbouring Japan.

Lastly, our guest concedes that the fund’s investment in French media group Vivendi (VIV), hit by a de-rating of Universal Music’s (UMG) shares, has been a thorn in AVI Global’s side. Nevertheless, Bauernfreund remains confident AVI Global can still generate a good return on this investment.

How to get involved

If you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

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You can also follow us on X, Bluesky, Facebook or LinkedIn.

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In our latest podcast, the Sharesify talk rock ‘n’ roll, Primark, change at the top of the Apple (AAPL) tree. Additionally, they discuss incoming Tesla (TSLA) earnings.

There’s also vaping, condoms, friends ‘with benefits’ [no, not that – ed], plus our new step by step guide to ‘Start investing now’. Furthermore, there is more content available.

James reveals how Gear4Music (G4M) has been blowing out the speakers and flags the long-mooted ‘Primark’ spin-off from AB Foods (ABF). Will both sides of the group make the FTSE 100, wonders Steve… yes, reckons James. So, a demerger to keep your eyes on.

Vape supplies firm hikes Surpreme (SUP) hikes guidance. Meanwhile, consumer goods giant Reckitt Benckiser (RKT) and footwear flop Shoes Zone (SHOE) make less encouraging noises.

Products guy in at Apple

There’ll be new man on stage at Apple events as Tim Cook readies to hand the CEO batten over to John Ternus, Steve explains… a shift from Cook’s ‘safe pair of operational hands’ to engineer and products guy Ternus.

Ian explains what’s caught his eye at Personal Group (PGH), the workplace pensions tiddler, and flags small company warnings, including the ironically named Coral Products (CRU). He also highlights the Middle East war warning from housebuilder Crest Nicholson (CRST). This warning needs a bit of explaining.

Tesla earnings are incoming this evening (~9pm BST), but Steve reckons the big questions hanging over the AI-robots-EVs-‘Terrafab’ firm probably won’t get answered.

Towards the end, Steve explains the thinking behind Sharesify’s new 10-part work-in-progress aimed at new investors, the ‘Start investing now’ series. Parts 1-3 are available now. There’s 3 key takeaways, he explains:

• there’s never a bad time to start investing
• you can start with just £100, or even less
• investors play a long game – don’t get spooked by the news

Get involved

If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel.

You can also follow us on X, Bluesky, Facebook or LinkedIn.

And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.