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
Kyle is joined by Craig Rickman to cover the personal finance contents of the famous red briefcase. The duo discuss the cut to the cash ISA allowance, reform to the Lifetime ISA, changes to pension salary sacrifice contributions, an extension to the freeze on income tax thresholds and higher dividend and savings tax ra
The latest episode of On The Money covers key trends in the latest edition of the ii Top 50 Fund Index (Q3 2025), which ranks the most-bought funds, investment trusts and ETFs among ii customers. Kyle and senior fund content specialist Dave Baxter discuss Fundsmith Equity’s exit from the index, why some investors prefe
In this episode, the focus is on healthcare, a sector with enduring appeal. Joining Kyle to explain the key long-term trends he’s tapping into is Jamie Douglas, manager of Polar Capital Global Healthcare Trust. Douglas discusses ageing populations, and innovation by companies responding to medical needs, and also addre
In this episode, Kyle is joined by Julian Bishop, manager of Brunner Investment Trust, to discuss US tariffs, including whether stock markets have become complacent to the risk following a strong spell of performance over the past six months or so. While US tariffs played a big part in significant stock market falls
We’re now less than a month away from Chancellor Rachel Reeves delivering this year’s Budget. As ever, there have been plenty of rumours regrading the contents of the famous red briefcase, with reform mooted for both pensions and ISAs. To discuss what to potentially expect, Kyle is joined by Craig Rickman, personal fin
With various stock markets and assets, including gold, reaching or close to record highs, investors who’ve failed to get in on the rallies may be concerned that they’ve missed the boat. However, one area of the market that’s lagged, but is still a source of cheap valuations, is UK smaller companies. In our latest episo