On The Money
Every week, Kyle Caldwell and guests take a look at how the biggest stories and emerging trends could affect your investments, with practical tips and ideas to help you navigate your way through. Join the conversation, tell us what you want us to talk about or send us a question to OTM@ii.co.uk. Visit www.ii.co.uk for more investment insight and ideas.
Show episodes
Following a number of listeners getting in touch over the summer, we’ve dedicated this episode to answering your questions. Kyle is joined by Craig Rickman, ii’s personal finance editor, to tackle questions related to investments and pensions. We kick off by asking whether record stock market highs are a concern. Bel
Returning following a two-week break, Kyle is joined by colleague Sam Benstead for this episode. The duo run through what private investors should look for when researching funds. Topics discussed include charges, the trap of performance chasing, how to identify funds that take significant active bets, and the importan
The sharp stock market sell-off earlier this year served as a reminder that volatility is par for the course in investing. During such periods, defensive growth businesses are expected to hold up better than those that are more cyclical and sensitive to economic cycles. In this episode, Kyle speaks to James Thomson, le
Most investors will have a sizeable weighting to the US stock market, particularly those who own global index funds or ETFs, which have weightings of around 70% to US companies. Some active global fund managers go against the crowd by holding less in the US, including James Harries of STS Global Income & Growth Trust.
Over the past decade, Asia-Pacific companies have become more dividend friendly. This episode examines that trend, with the region arguably an overlooked one for generating income and generally seen as more of a growth play. Joining Kyle to discuss this topic is Isaac Thong, manager of Aberdeen Asian Income Fund, an in
In this episode, Kyle is joined by interactive investor’s Sam Benstead to examine key trends among the 50 most-popular funds, investment trusts and exchange-traded funds (ETFs) in the second quarter of 2025. Among topics discussed are the types of funds investors are favouring to ‘own the market’, why interest in US fu