On The Money

Updated: 14 Aug 2025 • 385 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.

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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

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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.

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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

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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

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Kyle is joined by Craig Rickman, personal finance editor at interactive investor, to cover the key personal finance announcements made by Chancellor Rachel Reeves in her Mansion House speech this week. The duo examine the government’s ambition to turn Britain into a nation of investors, the news that further changes to

23 min
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The Asia-Pacific region is an adventurous area that can potentially add spice to a portfolio. Joining Kyle to share his outlook on the region and talk through how he aims to strike a balance between risks and opportunities, is Doug Ledingham, manager of Pacific Assets Trust. Doug explains why the investment trust has b

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