investor podcast

UK Investor Magazine Podcast – Barclays, Rio Tinto, and Rising Rates with Alan Green – We cover Rio Tinto #RIO Barclays #BARC Mosman Oil and Gas #MSMN and Blencowe Resources #BRES February 23, 2022 – Posted in: Blog, Uncategorized

The UK Investor Magazine Podcast is joined by Alan Green as we explore UK equites and key market themes. We start by questioning the current narrative and if markets are underestimating the risk of rising rates as investor attention shifts to Eastern Europe. Rio Tino is one of two FTSE 100 companies reporting record profits on Wednesday as rising commodity prices saw earnings soar and gave the board confidence to hike the dividend, making Rio…

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investor podcast

UK Investor Magazine Podcast – Greatland Gold #GGP, Geopolitics, and Technology Minerals #TM1 with Alan Green February 16, 2022 – Posted in: Blog, Technology Minerals (TM1)

Alan Green joins the Podcast for our weekly instalment of UK equities and key market themes. As the Ukrainian-Russia crisis subsides, we look at whether the crisis was ever a real crisis and what it could mean for markets going forward. With rampant inflation and the uncertainty surrounding a Russian invasion providing what should be the perfect recipe for a flight to the safe haven of gold, we explore what has happened to the yellow…

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investor podcast

UK Investor Magazine Podcast with Alan Green, discussing: GlaxoSmithKline #GSK, UK house prices, and Sovereign Metals #SVML February 9, 2022 – Posted in: Blog, Uncategorized

Average UK house prices hit a record high of £276,759 in January according to data from Halifax. This is strong backdrop for Barratt Developments who updated the market with strong forward reservations and we discuss whether this will be enough to offset fears of a slowdown in the UK housing market. GlaxoSmithKline reported a 5% increase in revenue for the last year helped by strong pharmaceutical sales. As a FTSE 100 heavy weight, we delve…

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investor podcast

UK Investor Magazine – Sainsbury’s, Bidstack and US Tech Stocks with Alan Green #SBRY #JD #ECR #BIDS January 12, 2022 – Posted in: Blog

The UK Investor Magazine Podcast is joined by Alan Green for a discussion around key market themes and a selection of UK equities. This Podcast explores Sainsbury’s (LON:SBRY), JD Sports (LON:JD), Bidstack (LON:BIDS) and ECR Minerals (LON:ECR). Sainsbury’s and JD Sports can be viewed as bellwethers of the UK’s consumer and their festive updates provide an insight into consumer behaviour and propensity to spend. Sainsbury’s enjoyed the fruits of their strategy to provide low cost…

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investor podcast

Vodafone, SSE and Inflation with Alan Green #VOD #SSE #BRES November 17, 2021 – Posted in: Blog, Uncategorized

The UK Investor Magazine Podcast is joined by Alan Green to discuss UK shares and leading market themes. We start by drilling down into the latest inflation data and what it means for shares in the medium term given the Bank of England will have little choice but to hike rates in December. The Podcast features two FTSE 100 dividend payers that will be of great interest to UK equity income seekers in Vodafone and…

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investor podcast

Marks and Spencer, Halfords and Wetherspoons with Alan Green #MKS #JDW #HFD #POW November 10, 2021 – Posted in: Blog

  Alan Green joins the Podcast for an exploration of a selection of UK equities. We discuss Marks and Spencer (LON:MKS), Halfords (LON:HFD), JD Wetherspoon (LON:JDW) and Power Metal Resources (LON:POW). With a backdrop of a Bank of England surprising markets by not hiking rates last week, the focus of this Podcast is UK consumer shares and whether their results reflect the doubts the BoE has on the strength of the UK economy. We question…

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UK Investor Magazine – Fresnillo, OnTheMarket, Gold and Inflation with Alan Green October 27, 2021 – Posted in: Blog

Inflation has been the topic of a number of the UK Investor Magazine Podcasts in recent months, however, such is the prevalence of the topic we must today look at a market closely linked to inflation and central bank action in Gold. Gold reached a peak around $2,070 during the pandemic and has since eased to $1,790 as uncertainty eases. With the Federal Reserve threatening to begin their QE taper in Mid-November, we look at…

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