On The Money

Updated: 06 Nov 2025 • 395 episodes
www.ii.co.uk

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

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

28 min
00:00
28:20
No file found

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

31 min
00:00
31:51
No file found

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

17 min
00:00
17:20
No file found

This week’s episode examines the dilemma of whether to run a winner or take some profits from an investment that’s performed well.   Joining Kyle to offer his expert insight is Richard Hunter, head of markets at interactive investor. The duo discuss fear of missing out (FOMO), top slicing, position sizing, and much mor

18 min
00:00
18:35
No file found

Our latest episode – our 150th – tackles the dilemma retirees face over how much money to take out of their pensions, while trying to ensure their lifetime savings last as long as they do. The famous strategy is the 4% rule, which has recently been renamed the 4.7% rule. To explain all you need to know about this rule,

28 min
00:00
28:17
No file found

The focus for this episode is where investors can look for potentially undervalued opportunities. Kyle is joined by Michael Field, chief equity market strategist at Morningstar, who explains why three sectors stand out from the crowd, and outlines share examples. The episode also covers the danger of potential ‘value t

25 min
00:00
25:56
No file found