Recent comments from US Republican election hopeful, Donald Trump suggest that not enough is being done in Europe especially, to assist NATO in its defence spending. Owing to the war in Ukraine, demand for weapons in Europe has soared, but there remains potential upside for traditional arms companies as well as new technology businesses in the cyber security industry. As Tom Bailey, from HanETF says Future of Defence UCITS ETF (NATO) provides exposure to the companies generating revenue from NATO and NATO+ ally defence and cyber defence spending.
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There is unlikely to be any move in rates from either the Bank of Canada (BoC) or the European Central Bank (ECB) but the interesting angle will be the commentary. Will both signal their intention to cut rates? Two-thirds of economists polled by Reuters recently suggest that the ECB will begin cutting rates in June. The BoC has its benchmark rate at 7.2%, one of the highest in developed economies and mortgage holders are crying out in pain so the BoC may also indicate its willingness to start to loosen monetary policy. The UK government’s budget is delivered on Wednesday with all the usual suspects likely to move including housebuilders, pub companies and the pound. Then US jobs in the week include ADP private payrolls on Wednesday and on Friday the US Department of Labor publishes non-farm payrolls for February. Amongst the bigger corporates to wait on earnings include L&G Reach, Greggs Target and Broadcom.
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With the end of the tax year fast approaching, IG’s Portfolio Manager, Martin Harris, sat down with IGTV’s Angeline Ong to run through the three key changes to ISA’s for 2024 and which IG products are available.
The most volatile event of the week ahead is likely to be the New Zealand rate decision on Wednesday morning. With the Kiwi dollar at a nine-month low against the Aussie, if the Reserve Bank of New Zealand continues with its hawkish rhetoric, there’s a possibility of a short AUD/NZD winning on the day. The other event will be the Caixin and NBS PMI data in China which will give a deeper understanding of just how weak the Chinese economy is. Corporate data includes Ocado and Zoom on earnings watch.
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2023 was a big year for uranium, confirming that we are indeed seeing a nuclear renaissance. There has been a commitment to nuclear energy coming from environmental concerns, with COP28 seeing nuclear energy taking centre stage with 22 countries pledging to triple their nuclear energy capacity by 2050. Big producers are also signalling lower production. One of the world’s largest producers, Kazatomprom, reduced its production guidance by 14% and said it is unlikely to reach its 2025 targets. IGTV caught up with Tom Bailey from HanETF to discuss two ETFs of note.
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After a week of GDP data, comes flash PMI numbers for many of the world’s largest economies. This will give us a more thorough understanding of how economies are faring bearing in mind the recent recession in the UK and Japan. Earnings across the week are dominated by UK banks where we see FY numbers from HSBC, Lloyds Banking Group, Barclays and Standard Chartered. Mining stocks are also in view with updates from Glencore and Rio Tinto. All sessions stocks to watch out for on the IG platform, in the US, include Nvidia, Walmart and Home Depot, all of whom report earnings.
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‘The US Federal Reserve does not need to cut interest rates in March or even in early spring,’ Chris Versace, Tematica CIO tells IG’s @AngelineOng ‘because the economic data coming through indicates the US economy is still at risk of rising inflation’. Versace also explains why chip stocks, especially those related to AI and data centres, could have further to climb.
In a week when many Chinese markets are out for the celebration of the year of the dragon, earnings begin to tail off from the recent flurry. There are still some areas of interest as UK banks begin to surface, beginning with NatWest on Friday. This will be followed by HSBC, Barclays and Lloyds Banking the following week. In the US there are still some all-sessions stocks to watch including Q4 earnings from Coca-Cola, AirBnB and Lyft, interestingly, all on Tuesday. Economic data from both the consumer and business on confidence, could provide some further downside for the beleaguered Australian dollar. In the UK, by the end of the week we’ll have a pretty good idea if the Bank of England will cut rates at its next meeting on 21 March. There’s jobs data, consumer prices, producer prices, retail prices, GDP and retail sales. Retail sales also appears in the US along with Q4 GDP.
Brent and US crude futures may continue to be volatile, says Osama Rizvi, Energy market analyst, Primary Vision Network, but the overarching trend for prices is down, due to sluggish demand from the world’s biggest consumers of oil. Rizvi explains why, all things being equal, $70 a barrel could be in sight.
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Earnings for the fourth quarter continue with all-sessions stocks including McDonald’s (MCD), Walt Disney (DIS), and Ford (F). In the UK BP comes out with its Q4 earnings as does TotalEnergies. Will they both follow Shell in its $3.5 billion share buyback?
On the economic agenda there’s a rate decision from the Reserve Bank of Australia (RBA) where AUD/USD will be the focus as inflation continues to dissipate, but not as fast as some have been hoping. What will this do to Australian rates? Then there’s PMI data in the services sector in both China and the US.
‘If we see the Republicans take the presidency back, it could be positive for the stock markets, says Chris Versace, CIO of Tematica. Versace explains what the potential stock market outcomes might be, given the strength seen in the recent US data, to IG’s @Angeline Ong.
Another week of earnings where the headlines are expected around the tech sector with several all-sessions stocks in view including MSFT, AMZN, META, AAPL, PTON, AMD and GOOG. In other sectors other all-sessions stocks include PFE, CVX, XOM, GM, BA and others. European earnings are also expected to provide plenty of opportunities to trade including SHEL, GSK, BT, NOVN, HMB, DBK and BNP. The FX markets will also be alive to PMI data out from China and the US, Q4 preliminary data on GDP for France, Germany and the eurozone. But the headlines could be what’s going to come out of the Federal Reserve US rate decision. While it is not expected that we’ll see any move this time around will the committee be able to reassure the market that the central bank is still considering a possible cut in rates in March? Similarly the Bank of England is not expected to move this time around but could it give a clearer picture on where UK rates are going? It will also be producing a full pack of economic reports including inflation and growth predictions.
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After a stock market comeback in 2023, investors are likely to become more cautious in 2024 due to rising geopolitical tensions, says IG Smart Portfolios’ Aaron Bright. He tells IGTV financial analyst @AngelineOng why he’s neutral equities and longer duration bonds are looking more attractive.
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Three central bank decisions are on the agenda in the coming week so FX traders could be in for some interesting opportunities. First the Bank of Japan (BoJ) is expected to leave rates ultra-loose, however start looking for tentative signs that the hawks are in the wings. Meanwhile, the Bank of Canada (BoC) and the ECB are also on the agenda, and while rate cuts have been mentioned, it’s still expected to be sometime away, possibly Q3 in the case of the ECB. Outside of this the first PMI data for the year is being published in Japan, across the eurozone, the UK and the US so economists will have a better idea as to how various economies, outside of Japan, are coping with high rates. Then its earnings. All-sessions stocks to watch for in the US include NFLX, INTC, VISA, PG, JNJ, GE, IBM, AAL, AXP, and UAL alongside double the number not all-sessions traded. In Europe watch BMW, EZJ, AO, JDW, ASML, SAP, HFD, SMWH, TLW, and FRES to name just a few.
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There needs to be an acceptance that the US economy continues to be stronger-than-expected, says Tematica CIO, Chris Versace, and investors need to pare back their Fed rate cut timing expectations. IG financial analyst @AngelineOng also asks Versace how investors should position themselves amid rising tensions in the Middle East and an incoming US election.
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There’s US market holiday on Monday for Martin Luther King day which means that there will be no cash session on Wall Street and no individual stocks trading. IG will, however, have 24-hour markets up and running as usual and we’ll look ahead to Tuesday’s corporate offering from Goldman Sachs (all-sessions) and Morgan Stanley. We’ll get better look t what’s happening under the bonnet of the UK economy with jobs data, retail sales and, perhaps more importantly, inflation data with CPI, PPI and RPI numbers for December. There is also a raft of data from China with GDP, retail sales, unemployment, industrial production and fixed asset investment. The mining sector may also be of interest with year end production data from Rio Tinto and Antofagasta alongside forecasts for 2024.
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Pete Ward, IG’s Head of Premium Client, Sales, tells IG’s Angeline Ong what’s driving the interest amongst traders early into 2024, what they’re watching and where trading pivot points are likely to be this year.
Price pressures in the US are creeping back in, says Chris Versace CIO of Tematica Research, and this could mean the Federal Reserve could push back on expectations for 6 interest rate cuts in the coming months. Versace also discusses the outlook for tech stocks in 2024 with IGTV financial analyst @Angeline Ong
Fourth quarter earnings will be interesting as it will give an insight into how much damage high rates have caused the global economy. There is already a lot of anecdotal evidence to suggest that the consumer is having to row back on most discretionary spending, but how far this has eaten into corporate earnings will remain to be seen. This next week heralds the start of the earnings season for the back end of 2023 with US banks. Additionally there is monthly GDP, for November, in the UK which may go some way to confirm if the economy has tipped into recession in Q4. There is also US consumer price inflation. Fears are that the Fed’s job is still far from done, will this number confirm that or will the way be cleared for the Fed to begin cutting the Federal Funds Rate?
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This last year has not been the best year for investments in renewables. The rise in bond yields has stolen some of the performance and the UK government’s decision to row back on its green commitment has pushed some away from the sector. Will things change in 2024? IGTV caught up with Ross Driver, fund manager of the Foresight Solar Fund PLC (FSFL) to discuss the sector, the fund and the outlook.
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Stacey Morris, head of energy research at VettaFi tells IGTV’s @AngelineOng why midstream energy can offer investors attractive income and relative insulation to commodity price volatility. Morris mentions Williams Companies, Enbridge, and TC Energy.
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2024 begins with a bang. Keep an eye out for the closely watched US employment report along with FOMC minutes, in a time when hopes are high that major central banks will start cutting interest rates soon. Manufacturing and retail sales data from Germany and China could provide some FX volatility especially as volumes are expected to be light at the start of the week. Corona beer maker Constellation Brands reports Q3 results.
Liberum Capital’s Joachim Klement tells IG’s @AngelineOng why tech and mining are likely to do well in the latter half of 2024. In the first half? Joachim says MedTech stocks, related to kidney disease, will offer investors healthy returns.
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Masaki Taketsume, Fund Manager of Japan Trust at Schroders explains why he prefers Japanese stocks that show improving efficiencies like Chori rather than high growth stocks. He also explains which Japanese stocks are likely to outperform in 2024 as inflationary pressures finally seep back into Japan’s economy after decades of falling prices.
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As the markets wind down for the Christmas weekend, there’s a half day on Friday 22 December which may mean that volumes may start to evaporate. That being said, the data comes think and fast right through to the end. In the last main central bank meeting of the year, the Bank of Japan is likely to provide the last main point of interest, although no move is expected, will the board signal an end of easy monetary policy? UK inflation data comes on Thursday and then on Friday the release of UK retail sales data. Earnings in the week are very thin on the ground, but Nike’s fiscal second quarter is likely to be the highlight, coming as it does after the markets closes on Wall Street on Thursday.
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John Ciampaglia, CEO of Sprott Asset Management, tells IGTV financial analyst @AngelineOng why demand for EV-related materials in 2024 will remain strong, but perhaps not at the same pace as the last few years. Ciampaglia is also positive on uranium miners and says underinvestment in mines and changing energy security needs mean uranium prices will continue to climb in the next five years.
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The week starting 11 December sees three central banks meetings on interest rates – the Fed, the BoE and the ECB – amid rising market hopes that rates will soon start to fall, led by the US Federal Reserve. However, a resilient US jobs market is dampening those expectations. Costco, Adobe, Oracle, and Hennes & Mauritz report.
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Gold prices extended gains as investors increased bets that the US Federal Reserve is done raising interest rates. Rick Bensignor, president of Bensignor Investment Strategies speaks to IGTV financial analyst @AngelineOng to explain why technical signals suggest that if certain levels are achieved, the next level for gold prices is around $2,400 per ounce.
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The US jobs report is likely to be of interest for FX traders. There’s the private ADP payrolls on Wednesday and the government report from the Labor Dept on Friday, releasing the non-farm payrolls number. While that will be of interest for the USD, the Australian dollar could move around the Reserve Bank of Australia (RBA) rate decision on Tuesday and then the Canadian dollar on Wednesday on the Bank of Canada (BoC) rate decision. Corporate releases include Frasers Group, On the Beach and Berkeley Homes Group.
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KraneShares CIO Brendan Ahern joins IGTV financial analyst @AngelineOng from San Francisco to discuss what US President Joe Biden’s talks with Chinese leader Xi Jinping mean for AI, defence, and chip stocks. Ahern adds that a dinner between Xi and US business leaders indicated that China is open for business.
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Tematica CIO Chris Versace joins IGTV financial analyst Angeline Ong to explain why AI and big computing remain sectors that will outperform in the first half of 2024, and despite structural improvements in the retail sector, apparel will continue to face headwinds.
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The week overall is quiet but with Thanksgiving on Thursday there will be no trade on the NY stock exchange or the Nasdaq and on Friday all offices will close at 1pm. Additionally, there is no trade at the Tokyo exchange on Thursday for Worker's day. This means that volumes around the world will very likely tail off from Wednesday. However before then there are the minutes of the last US rate meeting at which the Federal Reserve left rates on hold. Will this provide another opportunity to sell the dollar? On the corporate agenda watch third quarter numbers from AI chip specialist NVIDIA (NVDA) and fiscal Q4 from computer hardware company HP.
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Economist and Regionally chairman, Justin Urquhart Stewart sits down with IGTV financial analyst @AngelineOng to explain why despite a cooler-than-expected October US inflation reading, interest rates might need to be cut by the second half of next year. Stewart also believes the US can achieve a ‘soft landing’ and start to see green shoots of growth in 2024
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US retail earnings bring to a close the meat of the third quarter earnings season, the highlight being Walmart on Thursday, an all-sessions stock. Other earnings include Vodafone, IDS Group (the former Royal Mail), and Tullow Oil amongst others. Economic data is likely to be dominated by the Tuesday release of US consumer prices. IGTV’s Jeremy Naylor suggests that there may be an upside surprise which may result in further gains for the US dollar. Outside of that watch UK CPI and retail sales data, a preliminary look at Japanese third quarter GDP, and German ZEW. It’s also going to be a big Thursday on the UK markets with ex-dividend stocks. This is the point when investors can sell and still be entitled to dividend payments. With GSK, Shell, and Marks & Spencer, amongst others, all going ex-dividend the FTSE 100 could drop 14 points.
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Ahead of the start of the US holiday shopping season, Tematica CIO Chris Versace joins IGTV financial analyst @AngelineOng to explain why he thinks US retailers with an edge in the digital and discount space will do better than others.
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Earnings for the third quarter continue apace. Intel, Amazon, Meta, Ford, Chevron, Exxon, Barclays, Lloyds, NatWest, Carrefour, Volkswagen, and Porsche and just a few of the companies reporting. There are also two rate meetings: the first comes mid-week with Canada and then Thursday the European Central Bank. Neither of which are expected to move although both may mention the sentiment recently delivered from the Fed chief that rates could stay high for longer on the rising price of oil.
On the economic agenda, a full raft of PMI data for both the service and manufacturing sectors are out in Japan, across the EU, the UK and later in the day the States. IGTV’s Jeremy Naylor says this is a good way to gauge the economic outlook as purchasing managers have to look into the future. Other data includes UK unemployment rate and a first look at Q3 GDP in both France and the US.
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A busy week on the economic data front with Germany’s GFK consumer confidence data and retail sales figures on the calendar for the week ahead.
China Caixin manufacturing PMI numbers and US non-farm payrolls will be among the biggest releases being monitored by investors.
There will also be earnings reports from UBS and Salesforce, among others. IGTV’s Angela Barnes has this overview of what traders can expect.
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It’s a big week ahead for central banks with the Federal Reserve (Fed), the European Central Bank (ECB), and the Bank of Japan (BoJ) all on rate watch.
While the Fed and ECB are widely expected to raise by 25-basis points, the latest CPI numbers in Japan suggest the BoJ will leave its ultra-loose monetary policy in place.
Outside of that big tech takes the corporate centre stage with Apple, Alphabet, and Microsoft on the slate.
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An ETF has been launched which gives exposure to defence and cyber security stocks. Trading in the London markets as Future of Defence UCITS ETF, it was launched on 4 July under the ticker NATO.
IGTV’s Jeremy Naylor caught up with Tom Bailey, head of research at HANetf, to discuss the fund and why the sector is now being included in areas where ESG investors had previously feared to tread.
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There’s a bit of economic data that is of interest to the FX markets with UK inflation, retail sales, and consumer confidence so watch out for the pound as a trade.
In China there’s second quarter GDP, industrial production, and retail sales, and retail sales in the US.
But the week is really about earnings with Tesla, Netflix, J&J, Goldman Sachs, and Bank of America reporting, to name just a few. In the UK there’s Ocado, easyJet, Rio Tinto, Antofagasta, Anglo American, and Glencore. So, a number of high profile names to watch out for.
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The book underpins that the markets are economic waves in which demand ebbs and flows throughout an 18-year cycle which helps determine investment opportunities. This is the theme of the recently released book The Secret Wealth Advantage.
The author of the recently released book, Akhil Patel, a long-time proponent of the 18-year cycle, dropped by the IGTV studios to discuss the book with Jeremy Naylor and how the cycle is moving at the moment.
The pair also discussed the fact that this is now a global cycle which involves new economies such as China which Akhil says adds an extra layer of certainty.
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Monday brings a new month, a new quarter and the second half of the year, however it’s likely to be a quiet start being Thanksgiving day on Tuesday.
That being said Monday brings the Tankan large manufacturers index which could be another reason to sell the yen, and the Austalian rate decision on Tuesday which seems to be a balancing act between hold or hike.
Then there’s the Federal Reserve minutes from the last meeting on Wednesday, a day before ADP private payrolls which itself is a day before non-farm payroll data.
On the corporate agenda Sainsbury's has a Q3 trading statement, Currys delivers full-year numbers and we have a second quarter report from Levi & Co.
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The Bank of England has no choice now but to raise interest rates until it leads to higher unemployment in order to keep a lid on inflation, says Hans Geberbauer, CEO of Foundation Home Loans.
IGTV’s Angeline Ong speaks to Geberbauer about the impact on the UK housing market and the wider economy.
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After recent hawkish commentary from central banks, traders should be watching the headlines from the European Central Bank (ECB) forum meetings being held in Sintra. The highlights will be speeches and discussion groups involving the ECB, Bank of England, and the Federal Reserve.
Outside of this it is a big week for German data which, if the risks continues on the negative, may weigh heavily on the DAX.
Corporate earnings to watch includes Nike, Carnival, and Micron Technology.
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AI is largely very positive and will act as an excellent tailwind for many companies in terms of growing their earnings over time, but it cannot replace everything. This is according to Aaron Bright, assistant portfolio manager of IG’s Smart Portfolios.
Bright and IGTV’s Angeline Ong discussed the economic impact of AI and how to reframe your investment exposure to China.
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While earnings remain on the back foot, UK housebuilder Berkeley Group will be of interest as construction companies across the UK find it increasingly tough and passing on steeply rising costs is becoming impossible. Outside of this it interest rates, first from China then to the Bank of England (BoE). While China is expected to ease policy the BoE is expected to raise rates again to contain raging inflation. UK CPI data is out the day before.
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Prices of metals used to make electric vehicle batteries are likely to regain momentum as inflation pressures ease and the global economy gets going again.
This is according to SP Angel partner and mining analyst, John Meyer, who spoke to IGTV’s Angeline Ong.
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In another week where there is a predominance of economic data, three rate decisions rise above all else.
On Wednesday, the Federal Reserve (Fed) is expected to pause with a view to coming back again at the end of July with another 25-basis point hike, while the European Central Bank (ECB) is expected to take rates up a further quarter point with another expected increase in July. Meanwhile the Bank of Japan, scarred by years of deflation, may be reluctant to raise rates his time around for fear of stubbing out nascent growth across the economy.
Wherever the action is it will likely be the foreign exchange markets that will best respond to any shift.
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Who would have thought this time last year, with Brent above $120 a barrel, it would now be languishing at $75?
BCA Research, which published a paper last year predicting $55 Brent, says there is still more downside. Chief strategist Dhaval Joshi says the markets have miscalculated both demand and supply.
On the demand side, there’s been little or no recognition of how bad the downturn would be, and supply has been underestimated with Russia willing and able to sell cheap oil to fund its war in Ukraine.
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In a week where corporates remain very much in the background, FX markets could be busy with three rate decisions.
Two will be of interest to IG clients with some possible movement around AUD/USD for the Reserve Bank of Australia (RBA), which is widely expected to move another 25-basis points. Then it’s off to Canada and a possible USD/CAD trade with the central bank likely to maintain rates at current levels.
Finally, we see Chinese inflation data which has been benefitting from cheap Russian oil coming onto the markets.
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UK interest rates, US inflation
With earnings calming down the risk to the market remains around the banking sector, but in the interim the Bank of England is likely to be the high point of the week. The market is pricing in a twelfth rate rise which would take the base lending rate to 4.5%.
Outside of this there’s US inflation data, UK GDP, and earnings from Disney, SocGen, and automakers Toyota, Honda, and Nissan.
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As economies move ever closer to a possible recession, analysts are looking increasingly at opportunities in the pharmaceuticals sector for returns. IGTV caught up with Amy Kong, chief investment officer at CI Barrett Private Wealth. The interview began with a look at the first quarter earnings season then moved onto the potential returns of a sector that is still recovering from the Covid pandemic.
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Three big rate decisions
The currency markets have plenty to chew on in the week ahead, mostly around rate decisions. IGTV’s Jeremy Naylor walks through the potential headlines involving EUR, AUD and USD. Then of course there’s also US jobs data. Earnings include a whole car park of automakers, Apple and in the UK oil majors BP & Shell.
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Recent planning approval has been given for Aquis-listed UK winemaker, Chapel Down to expand its business away from its roots in Tenterden to nearby Canterbury.
Now comes the work needed to make the strategy come to reality to double the size of the business between 2021 and 2026.
IGTV’s Jeremy Naylor caught up with Chapel Down CFO, Rob Smith.
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Following some good numbers from JPMorgan, Citigroup and Wells Fargo, hopes will be raised for the US banks reporting in the coming week. These include Goldman Sachs, Morgan Stanley and BNY Mellon.
Then there’s tech stocks to watch out for including Netflix, Tesla, and IBM.
For those in the FX markets there’s a plethora of interesting data to follow including China GDP, retail sales and unemployment, while in the UK there’s inflation, jobs data, retail sales and consumer confidence.
Lastly at the end of the week we see a ton of flash PMI data that will help give a forward look in Japan, the UK, the US, and across the eurozone.
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That’s the view of Eric Strand, founder and portfolio manager at AuAG Funds.
While investors, looking for yield and incremental increases, are perennially disappointed in precious metals, in times of stress the arguments resurface in favour of gold and silver investing.
Strand believes that both gold and silver are cheap. The current gold to silver ratio (the gold price divided by the silver price) is 82:1, and he says this should normally be 19:1. In a secular bull market in precious metals the ratio should move to at least 30:1, which would be represented by a relatively larger move up in silver.
Strand says if gold does move up to $3,000, a level he says turns gold from being cheap to fairly priced, silver would climb to $100 an ounce making it the smarter choice of investment.
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Friday’s non-farm payrolls, Federal Open Market Committee meeting minutes, and big US bank earnings (JPMorgan, Wells Fargo, and Citigroup) put the world’s biggest economy under the microscope.
Meanwhile the UK’s biggest grocery chain, Tesco, also releases full-year results.
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As the banking turmoil unfolded, global money market funds drew $112 billion in the week to March 15, according to Refinitiv Lipper data.
IGTV’s Angeline Ong speaks to Square Mile Research’s Jake Moeller to find out where the smart money’s headed now that the dust is settling.
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Rate decisions for the Australian and New Zealand central banks bring trading opportunities for the Aussie and Kiwi dollars against USD, but also AUD/NZD.
These two trading opportunities precede US non-farm payrolls on Friday where we’ll be watching EUR/USD. There’s also the OPEC+ meeting.
Corporate headlines to come include sales at BMW, Constellation Brands on Q4, Q3 earnings at Conagra, and Sodexo on H1.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
There are plenty of trading opportunities on the macro front with GDP prints from the US and the UK, plus consumer data from Germany and France.
Also look out for earnings from Bellway, Next and Ocado.
As we all learn to live with the fallout of Covid-19, markets have learned to live with another type of crisis.
IGTV’s Jeremy Naylor caught up with Chris Bailey, an IG client who runs a personal portfolio and gives market commentary through Financial Orbit.
Here, the discussion turns around the March 2020 Covid lows, the recovery, and subsequent moves onto another, different type of financial crisis. The pair discuss lockdown stocks such as Zoom (ZOOM), Amazon.com (AMZN), Peloton (PTON), BooHoo (BOO), and Ocado (OCDO).
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
SVB, Signature, Credit Suisse, First Republic … it all sounds familiar.
Shard Capital’s Bill Blain tells IGTV’s Angeline Ong why he thinks we could be on the cusp of another global bank bailout, how it’ll hit bond markets and the rest of the global economy. More importantly, he discusses where investors can head to find cover.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Brace for a rocky ride in 2023 amid the Ukraine crisis, the China reopening trade, sticky inflation and high interest rates. IG's assistant portfolio manager, Aaron Bright, tells IGTV's Angeline Ong how Smart Portfolios can help investors navigate this year, which some investors say could feel like a Ryanair landing.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Sales of electric vehicles (EVs) climbed past the psychologically important 10-million-mark last year, but how has 2023 started? IGTV’s Jeremy Naylor caught up with Anthony Sassine, from KraneShares. He runs the KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) which includes a wide range of exposure across the EV space. While upbeat on the future, he acknowledges that affordability is still an issue, brought about by supply chain difficulties, a rise in metals prices and the war in Ukraine. The discussion also touches on where the future of battery technology lies. Will it be lithium, or will the new sodium ion-based chemistry help alleviate pressure from Lithium?
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
As a fintech disruptor, TAP Global aims to bring seamless cross-border money movement to the masses enabling people to engage directly with digital currencies.
IGTV’s Jeremy Naylor caught up with TAP’s chairman, John Taylor and founder, Arsen Torosian to find out more about the Aquis-listed company and its roots from reverse takeover of Quetzel Capital.
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The third quarter of 2022 was painful for the markets, then came a slight improvement in the fourth quarter with sectors like leisure and airlines benefitting from a lift in attitudes to Covid.
But what for 2023?
IG’s Jeremy Naylor caught up with Russell Pointon from investment research house Edison Group who discusses the change in the air.
While questions remain on this side of the Atlantic, it appears that in the US the recovery is well ahead of what we see in Europe.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
It’s sometimes forgotten, but finding ways to harness excess power, is as critical to decarbonisation as establishing renewable sources of energy.
Longspur Research says a lack of clean energy storage is a bit like building a car without brakes: you can get to where you want to go, but you cannot stop at your destination.
IGTV’s Jeremy Naylor caught up with the head of research at Longspur Capital, Adam Forsyth, and asked about how the problem is being addressed.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
What do we now know about the economic outlook given the meetings this week at the Federal Reserve (Fed), Bank of England (BoE) and European Central Bank (ECB)? IG’s Jeremy Naylor caught up with foreign exchange analyst Richard Snow, from Daily FX, who discussed the potential continuation of the long EUR/USD trade.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
IGTV’s Angeline Ong speaks to Liberum’s Head of Investment Strategy, Joachim Klement, to find out why 2023 could herald the return of consumer discretionary stocks, even amid tough global economic times and high inflation.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
It’s already been a good start to the year for China and investors in Chinese assets, but can it be sustained? IG’s Jeremy Naylor caught up with Dr Xiaolin Chen, Head of International at KraneShares, to discuss what has brought about the turnaround.
From a country seemingly locked down in permanent Covid restrictions, a new opportunity seems to be presenting itself. The discussion covers the recovery, the government’s shift into a new era of international conversation and the risks presented to investors.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With central banks expected to begin reining in their programme of tightening, markets will begin to see pockets of value in those areas most beaten up.
The only issue is then that prices will start to rise again which may yet see more need for tightening.
Paul Sedgwick, head of investment at Frank Investments, joins IGTV's Jeremy Naylor to discuss this.
It’s been a good year for dividend income from the AIM market, which rose to £1.22 billion in 2022. Because of the drop in valuations, these income ratios may change, but the AIM market is developing into a nice place for income as well as growth.
IGTV’s Jeremy Naylor caught up with Chris Boxall from Fundamental Asset Management.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
While there are lots of engines running hydrogen in society, we are still ‘someway off’ using hydrogen to power commercial aviation.
IG’s Jeremy Naylor caught up with Dr Naveed Akhtar, a specialist in hydrogen-powered transport. He set up IHAC, the International Hydrogen Aviation Conference, and is the chief technology officer of Oracle Power, a London-listed ‘green energy’ developer.
Dr Akhtar talks about the problems with applying hydrogen to transportation and trying to find economies of scale that are not there yet in ways of producing hydrogen ‘on-the-go’.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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Looking for investment opportunities in the relatively new area of climate change can be fraught with potential mistakes.
Gabriela Herculano, fund manager of the iClima Global Decarbonisation Enablers UCITS ETF, says climate change, and the transition to a low carbon economy, is one the largest megatrends of the 21st century. It is a subject she spoke about at both COP26 and COP27.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
As a group, it’s been the best start to a month for the commodity spectrum in 60 years. IGTV’s Jeremy Naylor caught up with John Meyer, from SP Angel, to discuss the move. Why, why now, and what will continue to drive the rally seen in many parts of the sector?
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With the clock ticking can COP27 deliver progress on the commitment to the 2050 zero emission target? IGTV’s Jeremy Naylor caught up with Olivier Mussat, CEO of green hydrogen and ammonia business ATOME plc. Are the COP conferences becoming clogged with politics? Olivier says there is a degree of this but there’s as much occurring outside of the COP conferences to suggest that governments and companies are concerned enough to push the boundaries needed.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Going into the back end of the year IGTV’s Jeremy Naylor caught up with Russell Pointon, one of the authors of the Edison Investment Research Consumer Watch report, for the third quarter. The message is that while it is very likely that we have yet to see the worst for the consumer, there are the early vestiges of opportunity coming through. The share prices of many companies have been so beaten up there is value to be had but be warned there may still be further downside to come.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Having read the original Communist Party press release in Chinese, before encountering any other translated version, Dr Xiaolin Chen, Head of International at Kraneshares, explains what Xi Jinping is trying to do in his third term.
IGTV’s Jeremy Naylor asked about how Xi’s new polit bureau will work to drive the domestic economy and engage with the international community to ensure that foreign investors are not put off by what some reports suggest is a hardline government.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With the current uplift in interest rates, and the downturn in the economy, many are expecting a drop in prices across the property sector. Is this right and, if so, is there anywhere to hide? Reports suggest that a rush to exit property funds has forced fund managers, including Schroders, BlackRock and Columbia Threadneedle to suspend or delay redemptions from institutional real estate funds, at least until they can free up cash by selling property.
IGTV’s Jeremy Naylor caught up with Roger Clarke, the chief executive of IPSX, the world’s first regulated stock exchange for real estate.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
The conflict in Russia has caused inflation across Europe and there is likely to be more to come over the winter. Marc Ostwald, from ADMISI, says there’s no escape in Europe from the crisis, although the homegrown financial crisis developing in the UK is specific to unique circumstances.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
There’s a debate at the moment about how we can engage with hydrogen as a renewable source of energy. It’s used in many industrial purposes, but it is not yet being taken seriously as fuel cell tech.
IGTV’s Jeremy Naylor caught up with Richard Hulf, co-founder and fund manager of the HydrogenOne Capital Growth Plc, the UK’s first listed unit trust, dedicated to hydrogen investments, on the London market.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
In light of an acceleration in demand for both domestic and commercial solar power capacity, IGTV’s Jeremy Naylor caught up with two people involved in the business of renewables. Jo Parker-Swift, founder and CEO of Solivus, an unlisted solar panel company, and Juliet Davenport OBE, founder and former CEO of Good Energy Group (GOOD) an AIM-listed disruptor in energy production. Jeremy asked about the sector, the opportunities and how Solivus fits into this fast growing space.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
The S&P 500 bear market rally has played out to the letter, using 200-day simple moving average (SMA) as resistance, but where next? Could the next move be a total retracement of the drop down to the June lows? Possibly, but then where?
IGTV’s Jeremy Naylor caught up with Ron William, technical analyst from RW Advisory, who looks at key levels and highlights the capitulation that needs to be seen.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With few places to hide, investors should look out for opportunities that will lead the recovery when it happens.
IGTV’s Jeremy Naylor caught up with Close Brothers Asset Management chief investment officer, Robert Alster, who is finding few, if any, words of encouragement for the immediate future. He says he needs to see more than just one number to persuade him that the inflation tide has turned. In the interim, investors should look for opportunities in commodities in the hope that China will reverse its zero-Covid policy that is currently keeping the lid on demand.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With so many headwinds, be it from the near uncontrollable rise in inflation and higher rates or the destructive effects from a possible deep recession and the failure of the global economy, where can we find safety?
IGTV’s Jeremy Naylor caught up with Tim Price from Price Value Partners, a firm which classifies itself as a value investor. Price explains how he sees the world with a simplistic message: find areas where the rebound, when it comes, will propel the biggest gains. He says the one area he considers above all else is the commodity sector.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
The squeeze on household budgets is causing a slowdown to the UK property market, but, according to Jeremy Leaf FRICS, the underlying ‘resilience to the market still seems to be there. As founder of Jeremy Leaf & Co estate agents, and also as former residential chairman of the RICS, Leaf remains confident that the market is holding up, for the time being, albeit at a slower rate.
The issues that have arisen are around the rise in base rates and affordability. Surveyors are re-valuing down some properties making it difficult for some to buy, but at the same time it’s clear that the mortgage market is buoyant albeit causing a bit of a bottleneck, currently.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
People are increasingly asking how they can avoid a hard-earned cash pile being eaten away by inflation.
IGTV’s Jeremy Naylor caught up with Megan Rimmer, a chartered financial planner from Quilter Private Client Advisors, and David Henry, investment director at Quilter Cheviot about the current advice. Should we avoid the markets until the volatility is over, should the money be drip-fed into safe investments, is the bond market better than equities? Listen in to hear their advice.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With plenty of strategists suggesting that this recent bear market rally is about to run out of room, how should we, as traders and investors, deal with the psychology of making money in the markets?
IGTV’s Jeremy Naylor caught up with Luke Hickmore, investment director at abrdn. The discussion began by analysing the current market pressures and where indices may go in the next few quarters, then moved on to the attitude we need to profit.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
IGTV’s Daniela Sabin Hathorn is joined by Nick Battista from tastytrade, an IG-owned company, to delve a little deeper into the psychology of trading. With GameStop and AMC Entertainment picking up volatility once again, many believe we are in the wake of a new meme stock frenzy.
Nick makes some good points about the natural existence of herding in financial markets, pointing out that it has always happened in some form or another, and he gives traders some good tips on how to trade volatility.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Sifting through the current market morass, Chris Bailey from Financial Orbit, says there are some great opportunities out there, but they are individual stock stories rather than sector based. Chris talks about a wide range of subjects and says this earnings season is a good way to look around at those doing well and those finding the going tough.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With the cost of living squeeze becoming worse by the day and the Bank of England raising rates, Russell Pointon, director of consumer at Edison Group, tells IGTV’s Jeremy Naylor that the consumer is facing the ‘perfect economic storm’. Highlighting the findings in the Edison report there are few areas where there is any protection.
The report is free for download here.
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With inflation at elevated levels, Gervais Williams, head of equities at Premier Miton, tells IGTV that this alone changes everything for the investment outlook. This, combined with central bank activity in restricting monetary policy, means investors need to be on the alert to change their behaviour. When the recovery comes, Williams says small cap stocks may well be the ones to watch.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Despite ferocious economic headwinds, Guy Harrington, CEO at challenger lender Glenhawk, says that he sees UK house prices holding up. While he concedes the political landscape is difficult to determine, with inflation expected to hit 11% later in the year, this will naturally deliver some respite around affordability.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With French legislative elections concluding with no firm direction, President Emmanuel Macron will have a tough job negotiating to fulfil his second term ambitions. IGTV’s Jeremy Naylor discusses this with Eric Albert, from Le Monde.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
IGTV’s Daniela Sabin Hathorn is joined by Aaron Fischer, CEO of Fischer gaming, a boutique consulting firm specialising in the global gaming industry which has launched the Fischer Sports Betting & iGaming UCITS ETF (BETS) in partnership with HANEtf. Aaron tells Daniela that the recent regulatory change in the US has created huge potential for growth in the online gaming and sports betting market.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
While six years have elapsed since the Brexit vote, the point at which all things changed was 31 January 2020, right in the middle of Covid, so it is difficult to gauge the full effect.
IGTV’s Jeremy Naylor caught up with Simon French, managing director and chief economist at Panmure Gordon. French says, under his calculations, UK GDP is three percentage points smaller than it would otherwise have been had Brexit not happened but conceded that Covid has been an issue that’s clouded the waters somewhat.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
In this episode of IG’s Trading the Markets podcast, Daniela Sabin Hathorn is joined by Rick Bensignor to talk about recessions. The conversation is centred around how to navigate a recession in the market and also how inflation and central bank policies will have a big impact on the characteristics of a possible recessionary period to come. Rick warns that investors shouldn’t get too caught up about labelling market trends.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Working out whether history is a good indicator of future performance is tricky. When it comes to the property market, Nick Staton, founder and senior partner of estate agency Statons.com says he feels the current environment is different from the lead up to past market pressures. Here the discussion focuses on how the top end of the market is performing, who’s buying, who’s selling and how the market is moving into private sales with some properties never coming onto the full open market.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
The far-reaching effects of inflation will be with us for some time to come, fuelled by the sanctions against Russia. IGTV’s Jeremy Naylor caught up with Marc Ostwald from ADMISI who discussed the effects of what is happening in the breakdown of the already fragile relationship between the western world and Russia and, now more recently, between the EU and Russia.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Governments, corporates, and individuals alike are subject to cybersecurity risks on a daily basis, but what is the commercial world doing to combat the growing threat?
IGTV’s Jeremy Naylor caught up with Steve Bassi, a former hacker and now director of London-listed cybersecurity company Cyba Plc, that is expanding in the utility space to help cover the threat to electrical supplies. The discussion expands to cover the $1 trillion of government money that President Biden has made available to counter the cyber threat.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
After two years of rapid growth brought on by a drive towards digital transformation, the technology sector is facing a rapidly changing environment, brought on by higher cost pressures and labour shortages, which have seen growth in the industry slow in recent months.
Daniela Sabin Hathorn is joined by Anthony Ginsberg, manager of the HAN-GINS tech megatrends ETF, as they discuss the key challenges the sector will face in the coming years, as well as the opportunities for growth.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Markets are becoming more and more concerned about the immediate threat of stagflation: a combination of stagnant growth and high inflation.
Central banks around the world are struggling to combat these conflicting forces and the stock market is suffering the consequences. IGTV’s Daniela Sabin Hathorn is joined by Justin McQueen from DailyFX.com as they discuss how to detect a stagflation period, what to expect from the Bank of England and how to trade the current market environment.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
In this edition of IG’s trading the markets podcast, Daniela Sabin Hathorn is joined by Kevin Carter, founder and Chief Investment Officer of The Emerging Markets Internet & Ecommerce ETF.
Kevin gives some compelling arguments as to why the tech sector in emerging markets is so appealing to investors who are starting to venture outside of the traditional tech companies in developed economies, with consumers in some of these countries only now coming online for the first time, creating a lot of opportunity for investors.
With Emmanuel Macron having achieved his ambition of re-election it’s now all down to the parliamentary elections.
IGTV’s Jeremy Naylor caught up with Eric Albert, the City correspondent at Le Monde, to discuss whether Macron will secure enough votes to push through his reforms.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
While markets are pricing in a victory for Emmanuel Macron over National Rally party leader, Marine Le Pen, in the presidential elections in France this weekend, the real interest will come in June.
The legislature elections will be where Macron will hope to find support for his push to raise the retirement age, combat inflation and deal with climate change.
IGTV’s Jeremy Naylor caught up with Chris Davis, content contributor for The Bruges Group, who said it will be difficult to see how the political ground lies regarding where the votes that went for Jean-Luc Mélenchon, in the presidential race, go in the legislature.
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As the US two-year/10-year yield curve inverted briefly at the end of last month, many economists are pointing to the warning signal this offers about a possible recession.
IGTV’s Daniela Sabin Hathorn is joined by Paul Sedgwick from Frank Investments to discuss what this phenomenon means and what other recession signals to watch out for in the market.
Paul also goes on to explain how to protect a portfolio in the event an economic slowdown occurs, covering various assets like defensive stocks and gold.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With major tech companies like Facebook making a substantial investment in the metaverse, IGTV’s Daniela Sabin Hathorn chats to Bradley Duke about how this concept is quickly becoming the future of the internet.
Bradley is the founder and co-CEO of ETC Group, which in partnership with HANetf has launched Europe's first UCITS Metaverse ETF. He deep-dives into augmented reality and the metaverse, as well as the vast opportunities these concepts offer in the immediate future.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
In this week’s episode Daniela Sabin Hathorn is joined by Brendan Ahern and Xiaolin Chen from Kraneshares to talk about the recent volatility in the Chinese tech industry. Brendan goes over the market fears about current regulation for Chinese tech companies which could lead to the de-listing of US listed Chinese ADRs in 2024, as well as possible sanctions in the near future. Xiaolin then explains the common structure regarding foreign ownership and exposure of Chinese stocks and how the impact of the Russia-Ukraine conflict is more limited than in other countries.
With analysts split on the real impact of the budget statement from Rishi Sunak, Chancellor of the Exchequer, IGTV’s Jeremy Naylor caught up with Justin McQueen from DailyFX. The idea is that there are so many external factors affecting the markets: inflation, debt, rates and heightened geopolitics among others, that it is difficult to dig out and direct market reaction to the statement itself. The discussion centres around rates and the wider strategy that traders should adopt.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Using long-term cycle analysis, history suggests that the current market retracement is part of the big picture for the lifecycle of the bull market.
IGTV’s Jeremy Naylor caught up with Akhil Patel from PropertyShareMarketEconomics.com to discuss this. Notwithstanding the root cause of the pullback, Patel was already on record with IGTV that the prediction of a drawback in the equity markets was in place for the first half of 2022.
Patel says unless the war turns nuclear, which is likely to turn everything on its head, he believes that this retracement may last into Q2, but then the bull market will continue.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
In this episode, we look at the reasons an investor may consider selling in the face of the big unknown with the war in Ukraine. IGTV’s Jeremy Naylor discusses this with Chris Boxall from Fundamental Asset Management. If you stay fully invested the discussion turns to some of the stocks that have been beaten up to the point of being attractive again.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With recent market events we are seeing money move into areas of the markets that are perceived as safer. These defensive plays are often described as value stocks.
IGTV’s Jeremy Naylor caught up with Sean Markowicz, Schroders global strategist, to look at this area of investing. Why is it happening now, and how long could the move last?
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Has Rio Tinto (RIO) decided to lay out the biggest UK corporate dividend in history because it is trying to appease investors? Is the policy to calm those up in arms about the company’s destruction of what we’re told was an important Aboriginal historical site and to avert a crisis over recent reports of staff disquiet over sexual and racial harassment?
IGTV’s Jeremy Naylor caught up with mining specialist, John Meyer from SP Angel. He says it is likely that we’ll see the strategy repeated across the mining sector as companies return surplus cash to investors from raised Chinese demand and higher prices across many metals markets.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
As global passenger numbers continue to pick up, Frank Holmes, CEO of U.S. Global Investors, says the global airline industry faces a strong upside in the next 12 months as the bottom took place last year when the vaccines were rolled out, with pent up demand likely to unfold this summer.
He also says that the surge of ancillary fees are likely to drive growth in the industry, as well as business travel, which has the biggest profit margin for the airline industry.
With more and more properties selling off-market, that is before they hit the estate agents' windows or Rightmove, are the days numbered for the traditional estate agent? Not necessarily, according to Mark Wells, CEO and founder of Invisible Homes. He tells IG that the business model is working well for estate agents in providing a closed market of pre-selected who are keen to find out about properties coming onto the market before they hit the estate agents’ public listings.
Wells likens his business model to a reliable dating app where a filter has been applied to those looking and certain guarantees are in place. This means that it is possible to match a buyer and seller, for an agent, before it ends up on Rightmove.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
The year 2021 was one of severe weather conditions, stockpiling and supply chain disruption which saw commodities position themselves as one of the best performing assets of the year, but how will continued elevated inflation affect the price of commodities in 2022?
WisdomTree’s Nitesh Shah returns to IG’s Trading the Markets podcast to chat to Daniela Sabin Hathorn about his views on the outlook of gold, oil, metals and soft commodities as the new year kicks off with elevated volatility in the markets.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Investments in the biotech, pharmaceutical and life science sectors have seen some good returns since COVID struck. While it is true that much of the initial gains have been retraced, Dr Navid Malik, a medically trained specialist who is now a life sciences, pharma and biotech analyst, says there is more to come as the sector prepares for more vaccines to combat new variants, and also brings the illusive COVID pill to the market.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
ESG investing has been a big theme in the markets recently, but with other matters on the minds of investors and traders, such as Covid, rising rates and peaking earnings, will the environment, social considerations and good governance go out the window?
IGTV’s Jeremy Naylor caught up with Nick Parsons, head of research and ESG at ThomasLloyd. TL is a specialist in ESG and dedicated to leading the process for social and environmental change, focusing on the financing, construction, and operation of sustainable projects in the infrastructure, agriculture, and property sectors. It has recently started a fund, the ThomasLloyd Energy Impact Trust PLC (TLEI).
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
While the gold price did rise, albeit briefly, to a record high in the wake of the early stage of the pandemic, it’s provided little returns since. So, where does a precious metals investor or trader look for returns?
IGTV’s Jeremy Naylor caught up with the editor of the Brookville Capital Intelligence Report, Simon Popple, to find out about his new approach to widening the horizon.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Electric vehicles (EVs) have started to become ‘mainstream’ in this last year, according to Julie Boote from Pelham Smithers Associates.
IGTV’s Jeremy Naylor caught up with Julie to look at where the demand is coming from and what developments are likely to move the sector next year.
But EVs are expensive compared to combustion engine vehicles, and the infrastructure is not there to allow us all to charge these types of vehicles in a domestic environment. But, Boote says this is all coming.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With inflation expected to peak in April 2022, according to the Bank of England, Panmure Gordon’s Simon French tells IGTV that he believes UK rates will rise twice to 0.75%. The economy, he says, will also sustain increase stock market investment resulting in a rise in the FTSE All Share index.
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Language apart, the China stock market has several layers of accessibility. IG’s Jeremy Naylor caught up with Kraneshares’ Brendan Ahern, a specialist in the China stock market, to find out what it all means.
Whether it is A shares, B shares, or shares traded on the Hong Kong market, the ‘alphabet soup’ of classification may seem off-putting. But, as discussed, when you drill down there are opportunities that may appeal to any level of risk appetite.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Nitesh Shah, head of commodities at WisdomTree Europe, says in this cycle gold hasn't quite lived up to its reputation as an inflation hedge, as inflation heads towards 30-year highs in the US, while gold prices are not quite where we would expect them to be.
Shah told IG’s Daniela Sabin Hathorn that according to the new models he’s produced, gold should be trading in excess of $2,000 per oz, with inflation at 6.2% in the US, but rather it’s around the $1,795 level. He says when looking at what should be driving gold prices versus what is actually driving them, most aspects seem to be moving gold in the right direction apart from the inflation component.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With a number of supporting factors, there is every expectation that the bull run in US equities will continue for the foreseeable future.
Dhaval Joshi from BCA Research tells IG there may be bumps in the road, but the rally remains intact - until there is a reversal. What causes that reversal is likely to be one of three factors. First is that we start to see extreme valuations calculated by multiplying the long bond yield by profits. The second is if the 30-year yield were to rise ‘substantially’ and, finally, if profits were to drop dramatically and there is still no evidence that profits are going to retrench.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
The UK property market has withstood the battering that was expected when we all went into lockdown in March 2020. Indeed, the ONS house price index for September 2021 confirmed an 11.8% rise in prices year-on-year.
IGTV’s Jeremy Naylor explains in bringing this data up to date by using Rightmove’s index for November, while the month saw the biggest drop in prices since January 2021 - with a £2,000 slide to £342,400 - the market still looks resilient.
He caught up with Jeremy Leaf, a former chairman of the residential unit at the RICS and founder of London estate agent, Jeremy Leaf & Co. He elaborates on what the rise in inflation is doing to house prices, the return to full stamp duty, and the ongoing cladding crisis affecting the market.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
While the AIM market goes from strength to strength, with increased volume and raised expectations for mergers and acquisitions, does it come at a cost?
IGTV’s Jeremy Naylor asks small-cap specialist Chris Boxall, portfolio manager at Fundamental Asset Management, if he mourns the passing of the original intentions of the AIM market (formerly called the Alternative Investment Market).
He says that while the dynamic has moved on and stocks can surge in value, it can become more volatile and smaller shares that were investible at a lower price can become uninvestible, if valuations become blown up through a surge in a certain sector with which that small-cap business may be associated.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With so many uncertainties around, globally, is it time to look at a strategy to look for a hedge against the exuberance of the main markets?
In this episode, IGTV’s Jeremy Naylor talks to the founder and chief investment officer at ByteTree Asset Management, Charlie Morris about the outlook.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With a generation of new market participants, used to falling rates and rising markets, Rick Bensignor, founder of Bensignor Investment Strategies, says they will have to get used to ‘normality’ as markets return to higher levels of inflation.
Bensignor does not see a rout in indices and expects the S&P 500 to trade around the current levels. To this end, any move lower would represent a buying opportunity.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Despite best political efforts it’s almost certainly going to be difficult to meet aggressive climate change targets, according to Angelos Damaskos, CEO of Sector Investment Managers. He says it will be a mix of using existing energy resources and finding ways to increase output from renewables, but even then, the cost of building new renewable resources and encouraging people to switch to electric will be an uphill struggle.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
In what some describe as a disappointing market, the gold price has not really moved since 2020. Yes, there was a new record high set during lockdown, but as inflation has picked up gold has not moved from where it was pre-Covid.
In this episode, IGTV’s Jeremy Naylor talks to a long-term gold investor, Angelos Damaskos, who runs the Junior Gold fund. What is troubling the gold market, why is it not reflecting the uptick in inflation, are so-called new paradigm economics impacting our relationship with gold, and - the big one - are crypto currencies taking over?
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Is China entering a period of potential difficultly? If so, can it contain it or is it the ‘canary in the coal mine’ indicating a potential global ‘Lehman’ moment? In this episode, IGTV’s Jeremy Naylor discusses this with Ron William from RW Advisory.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
As political positioning begins in the wake of a closely fought election in Germany, the markets enter a period of stasis.
The only known is that Angela Merkel, after 16 years at the helm, will not form any part of the new political make-up.
IGTV’s Jeremy Naylor discusses this with Marc Ostwald, chief economist and global strategist at ADMISI.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With some big declines in many of the US listings of Chinese stocks, what is China trying to achieve?
IGTV’s Jeremy Naylor caught up with Dr Xiaolin Chen, head of international at KraneShares, and Brendan Ahern, chief investment officer, about China’s endgame. What is the strategy, what opportunities will it provide, and what can we expect in the meantime?
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
In this episode Tesla shareholder, Ross Gerber from Gerber Kawasaki, explains why he thinks there’s still further upside for Tesla. This comes as the chip shortage eases, the electric vehicle manufacturer makes progress on its Gigafactory in Texas, and its cybertruck readies for release next year.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
There are now four members of the European Central Bank (ECB) executive that are warning about inflation. Does this mean that we can expect the ECB to act this week? If so, how?
In this episode, IGTV’s Jeremy Naylor talks to Martin Essex, foreign exchange analyst at Daily FX, about the announcement and how to trade inflation.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
The UK’s prime property market continues to look buoyant, according to a report published by the research team at property group Savills.
In this episode, IGTV’s Jeremy Naylor caught up with associate director of the company’s research division, Frances Clacy. The discussion looks at who’s buying, who’s selling and how people are able to purchase property at the high end. Are they using cash or mortgaging to the hilt?
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
In this episode, Ed Morse, global head of commodity research at Citigroup speaks to IGTV’s Victoria Scholar about the outlook for the commodities complex after a stellar year-and-a-half since the pandemic-driven trough last year.
Morse says there’s likely to be more differentiation between commodities going forward, and emphasises that we are not in a commodity super-cycle.
To play the climate change theme, he favours aluminium and copper for wiring and nickel and cobalt for batteries. In terms of the outlook for oil, Morse expects a short-term spike, possibly to $80, but a move lower next year towards $60.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With some members of the Bank of England talking about higher inflation for longer than the economy can withstand, will rates have to rise and will that rise stifle what growth there is?
In this episode, IGTV’s Jeremy Naylor talks to Martin Essex, analyst at Daily FX. Together they look at the prospects for the UK economy and how to trade sterling against the dollar and the euro.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
In this episode, IGTV’s Victoria Scholar caught up with Richard Lim, CEO at Retail Economics, about the outlook for UK supermarkets at a time of major change for the sector. This includes a possible bid for Morrisons, the shift towards rapid delivery through the likes of Uber Eats and Deliveroo, and the potential for new entrants to the market, such as Mere.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With private equity deals up in recent years, IGTV’s Jeremy Naylor discusses what’s happening with Colin McLean, founder of SVM Asset Management, which has interests in the private capital space. What’s happening, why now, and what’s the outlook?
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
As Tesla gets set to report second quarter earnings, Dan Ives, head of tech research at Wedbush, tells IGTV that the analyst community will be hoping to hear from CEO Elon Musk about the future of its deliveries in China. Ives is bullish on Tesla amid the ‘green tidal wave’ with a price target of $1000 a share, more than 50% above the current share price.
Elsewhere, Apple remains Ives’ top pick in the tech sector, which he says is still a buy heading into earnings. Ives is also favourable towards cybersecurity and the cloud including the likes of Microsoft, DocuSign, Nice and Zscaler.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Cybersecurity concerns have been cited by Chinese authorities as one of the main reasons for its intervention in the affairs of Chinese corporates in the West. Successful companies, such as Alibaba and DiDi, had the potential to become the biggest companies of their type in the world, so why intervene? Where is Jack Ma now?
In this episode, IGTV’s Jeremy Naylor caught up with independent cybersecurity specialist, Neira Jones.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
In this episode, Financial Orbit’s Chris Bailey speaks about the big sectors to watch, with markets pricing in some good numbers. The context is rising inflation, lower bond yields, Covid-19 and the record high equity markets. Does the second quarter have the potential to move things higher still?
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With the London markets still fundamentally undervalued, IGTV’s Jeremy Naylor speaks to Julian Cane, manager of the UK-based BMO Capital and Income Trust, who explains his strategy.
In this episode, the discussion moves around the opportunities presented for the fund in the context of inflation, easy monetary policy, recovery from the global pandemic and the need to continue paying dividends.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Plant-based foods, precision farming, sustainable packaging and food safety are among the sub-sectors that contribute to the sustainable future of food as an investment theme.
In this episode, Rahul Bhushan, co-founder at Rize ETF, explains why he’s excited about companies including Oatly, Beyond Meat, AppHarvest and Else Nutrition, which are part of the Rize Sustainable Future of Food UCITS ETF. Bhushan also talks about his strong belief in and passion for sustainability.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
In this episode Richard Champion, deputy CIO at Canaccord Genuity Wealth Management, discusses the recent bout of market volatility in US equities. He is optimistic on US stocks going into the second half of the year, but sees better opportunities in other regions.
Amid the ongoing debate over inflation, Champion believes the recent rise in price levels is likely to be transitory rather than permanent. Sector-wise he is relatively optimistic on retail, but thinks tech is overvalued and sees opportunities in med-tech in the second half of the year.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
With a unique set of circumstances there will be some big winners Out of Tokyo 2020, as the games are still known. There will be winners that may not otherwise have been able to capitalise on the event, and companies that may otherwise have done well, coming out of the games showing a loss.
In this episode, IGTV’s Jeremy Naylor talks to Chris Bailey, founder of Financial Orbit, about the corporate winners and losers.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
As the UK economy rebounds, there appears nothing in the way of a continuation of the rise in residential property prices, albeit at a lower rate than seen recently. That’s the view of Andrew Wishart, UK property economist at Capital Economics. He says a mix of higher economic growth rates, better employment prospects and the maintenance of the low interest rate environment should support the market for the rest of this year. This, notwithstanding the pressure on government to end the stamp duty holiday at the end of June.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
In this episode, Rick Rule, President and CEO at Sprott US Holdings, chats to IGTV’s Victoria Scholar about the outlook for gold. Rule believes there could be some short-term volatility for precious metals, but long-term he is a believer in gold as a storage of value that is far superior to that of fiat currency, particularly when interest rates are low. He says gold should always be part of investors’ portfolios, even in periods of economic strength.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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With a wide divergence of economic performance within the eurozone, the European Central Bank (ECB) will have to perform a difficult balancing act. The main issue facing the ECB is how to deal with the needs of each economy when it comes to tapering the liquidity currently in place.
In this episode, IGTV’s Jeremy Naylor catches up with Marc Ostwald, chief economist and global strategist at ADM ISI, who says the inflation that Germany is facing may not be as extreme as some are suggesting. Nonetheless, Ostwald says the solution, when it is required, may be found in a balanced mix of fiscal and monetary actions.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
US earnings season is drawing to a close with 87% of S&P 500 companies beating expectations in the best quarter for earnings growth in over a decade, according to Refinitiv.
In this week’s episode, IGTV’s Victoria Scholar speaks to Ben Gutteridge, director of Model Portfolios at Invesco, about what we learned from US earnings season and what lies ahead for US equities. Gutteridge says it has been a ‘spectacular’ quarter for earnings, partly due to base effects, but also thanks to vaccination efforts, alongside monetary and fiscal stimulus programmes. However, he says there is still a lot of uncertainty in the consumer sectors, including travel and leisure. In terms of investors’ concerns over inflation, Gutteridge is relatively optimistic, believing that inflation is most likely to be transient.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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The current shortage of computer chips began in the auto sector as a result of the disruption caused by the coronavirus pandemic.
In this episode, IGTV’s Jeremy Naylor chats to tech specialist, Dr Richard Windsor, from Radio Free Mobile who says the initial pressures that built up then moved into consumer electronics. But, because of the capital expenditure that’s been promised by the big chip makers like Intel and Taiwan Semiconductor, this excess demand could be swamped by excess supply, possibly ‘by Q2 or Q3’ in 2022.
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In this week’s episode of IG’s Trading the Markets podcast, IGTV’s Victoria Scholar speaks to Daniel Lacalle, chief economist at Tressis, about the post-pandemic recovery for the US economy, monetary and fiscal policy, and the potential economic risks ahead.
Lacalle says there is “too much complacency” towards the inflation risks, which could lead to a similar situation to Japan’s ‘lost decade’. He says there is no evidence that inflation is transitory and while the US economy is likely to recover quickly, there are serious stagflation risks in 2022 and 2023. He says the Federal Reserve System (Fed) and the European Central Bank are entirely oriented to markets and market prices, and he believes the Fed should have already tapered bond purchases and started to increase interest rates.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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With recent highs on global equity indices, IGTV’s Jeremy Naylor asked Dr Navid Malik, Head of Life Sciences Research at The Life Sciences Division, whether investors and traders are getting ahead of themselves in pricing risk. Dr Malik, as well as being a medical doctor and an expert in COVID-19, is also an investor and runs the research desk at The Life Sciences Division.
In this episode, the discussion begins with the recent developments on how the virus seems to be mutating and then moves onto the ways in which pharma and biotech companies are rising to the challenge.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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With a proper strategy, investing in the small-cap space can be very profitable. In this episode, IGTV’s Jeremy Naylor discusses small-cap investing with specialist portfolio manager, Chris Boxall from Fundamental Asset Management.
Starting with what a small-cap stock is, the podcast explores how investors should approach this underrated investment area.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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In this episode Phil Toews, CEO at Toews Asset Management, speaks to IGTV’s Victoria Scholar about how to be invested if the market continues to move higher while remaining vigilant to the risk of a correction.
Toews says he still thinks the bull market could run for a while longer but if the ‘bubble pops’ he thinks tech stocks will lead the leg lower.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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In this episode, Jane Edmondson, CEO and co-founder at EQM Indexes, talks to IGTV’s Victoria Scholar about the transition from ‘bricks’ to ‘clicks’ with this year’s surge in online shopping. Edmondson says ‘the mall isn’t dead, it has just moved online’.
She discusses the investment opportunity in stocks such as Peleton, Doordash and Amazon, all components of the new IBUY ETF, which tracks the online e-commerce market. The index is up 188% over the last year due to the pandemic. Edmondson also explains why she thinks the shift to e-commerce is a theme that will endure beyond COVID-19, with many retailers adopting an omni-channel approach.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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In this episode, IGTV’s Jeremy Naylor speaks with Jonathan Maxwell, the founder and CEO of SDCL, or Sustainable Development Capital, which is the investment adviser to the SDCL Energy Efficiency Income Trust.
From helping blue-chip clients to cut costs and enabling them to cut their carbon footprint, SDCL invests in sustainable power ventures in Europe and the US. With the world moving fast into an era of sustainability and in a year when the UK hosts the UN Climate Change Conference, the discussion ends in what the year may bring for the sector which, Maxwell says, offers some exciting upside as businesses are encouraged to engage more in sustainable practices.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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In this week’s episode, IGTV’s Victoria Scholar spoke to Matt Howard, director and fund manager for BMO’s Commercial Property Trust, about some of the major trends in office space and the retail sector that have been expedited by the pandemic.
Howard says the UK is in ‘for a low growth environment’ in the coming years. Despite the challenges, Howard bases his investment decisions on long-term macro trends and believes there is still the opportunity for steady returns and some capital growth. In particular he sees potential opportunities in industrial properties in the short to medium-term.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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With 65% of American adults now playing video games, how can investors get in on the game as well?
In this episode JP Lee, ETF product manager at VanEck explains the recent growth and his expectations for the industry after lockdowns. He also discusses some of the biggest themes that will power the industry going forward including the flurry of M&A activity, particularly in mobile along with the idea that cloud gaming continues to percolate.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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With crude oil recently spiking at near two-year highs, what is being priced in? Do the fundamentals support $70 Brent?
In this episode, IGTV’s Jeremy Naylor caught up with SP Angel oil analyst Sam Wahab who talks about his outlook for the oil price and whether the OPEC+ relationship will continue. Wahab also considers three stocks to look at.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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Philip Webster, Director and Portfolio Manager for European Equities at BMO Global Asset Management joins IGTV’s Victoria Scholar on this week’s podcast.
Phil looks after the BMO UK High Income Trust and invests in a concentrated number of companies. He discusses the investment opportunity in stocks such as Wizz Air, ASOS and Close Brothers. Phil also explains why after a period when UK assets have been largely unloved, he is optimistic on the outlook for UK investments as headwinds such as Brexit and Covid-19 start to subside.
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A year on from one of the big turning points in world history, where are we with COVID-19? Are we closing in on the end-game, or are we only just at the end of the beginning in the fight against this disease?
In this episode, IGTV’s Jeremy Naylor caught up with Dr Navid Malik PhD MSc MBA ASCI. Dr Malik is a medically trained doctor, but one who has also built major healthcare franchises for leading UK brokers and investment banks, raising over £2bn for the sector. More recently his focus has been on COVID-19 and the need for continued investment to provide second and third generation vaccines to tackle future mutations beyond long-COVID.
Dr Malik discusses what we know about COVID and how it is developing, what the pharmaceutical sector is doing to try and combat the disease and how the sector is coping with the pressures of delivering drugs to treat the effects on the human body.
Then, what about the sector? Where are we likely to find the opportunities? Is it in big pharma or in amongst the some of the smaller biotech companies that have done so well recently?
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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In this episode, we discuss nickel prices, which have recovered from the lows seen five years ago. We are joined by Brad Mills, the founder and managing director of Plinian Capital, who explains the motor that could drive further price hikes for nickel.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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The $1.9 trillion stimulus bill that is widely expected to be passed in the US is likely to have a far-reaching, positive impact on both personal and commercial wealth creation.
In this episode, we are joined by Christopher Vecchio CFA, from Daily FX, who looks at how the money will be spent and who it is being aimed at. Will it have the damaging inflationary effect that former Treasury Secretary Lawrence Summers refers to? Possibly not, according to Vecchio.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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In this episode, we are talking about the retail sector, where Covid-19 crisis has brought forward the inevitable change. IGTV’s Jeremy Naylor is caught up with George MacDonald, executive editor at Retail Week.
MacDonald discusses the survival of the fittest retailers and ways in which consumers now interact with retail outlets. He also talks about the future of the high street and out-of town-superstores, retail parks and shopping malls. The future of the corner shops is possibly the most interesting outcome of the retail space transformation as individually-owned shops may be little changed, depending on their ability to respond to local demand.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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With the interest in renewables already taking the subject onto the front pages, what is 2021 looking like? IGTV’s Jeremy Naylor talks to the CEO of Gore Street Capital, Alex O’Cinneide, who advises the Gore Street Energy Storage Fund.
O’Cinneide says renewables will continue to grow in popularity, and even without government subsidies the sector will remain on an upward trajectory. He points out that the UK is a global aspirational benchmark for other countries in the renewable sector. The two discus wind and solar energy.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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In this episode we are joined by Sam Wahab from SP Angel to talk about oil and its supply-demand mechanics.
With the rollout of the Covid-19 vaccine it is expected that oil demand will begin to creep up later in the year and consumers come back online. This, tied in with the restricted supply - as producers won’t be able to turn the taps back on - will create support for oil prices.
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In this episode, we are discussing the outlook for the FX markets in 2021. We are joined by Martin Essex, from Daily FX, to discuss the likely themes for 2021.
His main point is that it is likely that the US dollar will continue to weaken as we see the year develop. Both monetary and fiscal stimulus leaving the dollar with little else other than to weaken. Martin also discusses possible strength for the euro, sterling and the yen.
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In this episode, IGTV’s Victoria Scholar speaks with Tone Vays, derivatives trader, analyst and YouTuber about the outlook for bitcoin in 2021. Vays says his conservative estimate for the cryptocurrency in 2021 is that it could reach $45,000.
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With pretty much all of 2020 taken up with Covid-19, the markets have been pre-occupied about how central bank and governmental support has been able to underwrite our lives.
In this episode, Robert Alster, the chief investment officer of Close Brothers Asset Management, tells IGTV that as the coronavirus vaccination is rolled out the sectors hardest hit will come back into vogue and will provide tremendous opportunity for those wanting to re-adjust portfolios as we all move on. On the rise in tech, Alster believes that this has changed forever and that we have begun to use tech in a new way that will, forever, be with us.
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In this episode, IGTV’s Victoria Scholar speaks to Dan Ives, head of tech research at Wedbush about the outlook for the US tech sector in 2021.
Ives says the FAANGs could close next year up by at least 30%. He is also bullish on the cybersecurity sector. In terms of the laggards, he thinks some of the EV names could be looking overvalued amid intense competition in the sector.
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In this episode, we are taking a deep dive into the UK retail sector, which is now undergoing a critical period. IGTV’s Victoria Scholar is joined by Stephen Mader from Potoo Solutions to discuss how retailers are coping after the four-week lockdown here in the UK.
While figures show that despite retail sales slowing down in November, online retail has performed better this lockdown than the one in March. Mader points out that lockdown constraints have forced innovation from all over the sector, from supermarkets to local high-street cafes.
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As Bitcoin is yet again enjoying record-highs, should investors consider the cryptocurrency in their portfolio?
IGTV’s Jeremy Naylor is joined by James Butterfill, investing strategist at CoinShares. The two discuss what’s driving the latest rise in the crypto space, and how digital currencies have come in the first place. Butterfill also explains why Bitcoin is becoming more and more appealing for investors.
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The good news is that vaccines are on their way, to combat the Covid-19 strain of coronavirus, the bad news is that for the foreseeable future we’ll have to be vaccinated every year.
In this episode, IGTV’s Jeremy Naylor talks to Cathal Friel, CEO of Open Orphan, an viral testing company that is watching how the picture will develop for those pharmaceutical companies that are in the throes of developing anti-virals. Those treatments, it is hoped, will enable us to return to normality. But what then? Which drug is going to be the preferred option?
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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In today's episode, we are talking gold. The precious metal may test the recent support before lifting up sometime into 2021.
Jeremy Naylor is joined by Ross Norman, CEO at Metals Daily. They look at who is buying, why the markets have lifted and what could be the impetus in the next move up, which, Norman says, may be sometime into the first few months of 2021.
The debate as to whether Bitcoin is eating into the potential gains for gold continues. The feeling is that while there is an overlap, it’s not doing much damage to the gold price at present.
Also, on the subject of how much gold one should hold in a balanced portfolio, Norman gives us a golden tip that is dependent on your expectations for a portfolio collapse.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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Amid the US election results delayed and new coronavirus cases rising globally , the markets have to bend to price in eventualities. We are joined by Chris Bailey, the founder of Financial Orbit, to speak about what stocks and sectors to watch out for in the current environment.
Bailey talks about the election, coronavirus, global debt, and what it all means for investors and traders. Bailey’s view is that with great crises come great innovation, and there are good times ahead for investors.
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Justin McQueen from DailyFX discusses the potential US election outcomes with IGTV’s Victoria Scholar. McQueen says the uncertainty is likely to continue across the week in terms of the overall outcome. He also says the Senate race is important alongside the Presidential race itself. McQueen says he is expecting the US dollar to remain supported amid the uncertainty with a wave of selling after the result.
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With the US election result next week, traders and investors await market volatility. We are joined by Sven Henrich, founder and lead market strategist of Northam Trader, who gives his view on how to prepare for the event.
Subject to the US election going without a hitch, Henrich says there could be a big surge for indices going into the final two months of the year. Yet if there is a contested election all long bets are likely to be off. A clear outcome, no matter who wins, could be the touch paper that’s needed for the markets to clear a new higher high.
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Coronavirus, working from home, and lockdowns have boosted online retail as it has forced consumers to buy online. We are joined by André Brown, the founder and CEO of Advanced Commerce, a new firm that provides business with services to shift online.
Brown discusses the current trends and challenges in the sector, including ’the elephant in the room’ - Amazon that takes a massive share of the business. He says the e-commerce is becoming more and more competitive as there are low entry barriers and big opportunities.
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In this episode, IG's Victoria Scholar is joined by Kevin Carter, Chief Investment Officer and founder at EMQQ. Carter discusses his ETF, which invests in emerging market internet and e-commerce.
Carter explains why he’s bullish on Alibaba, Tencent and the Ant Group IPO. Plus he talks about the investment opportunity in India with names such as Flipkart and Jio.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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In this episode, we talk about investing. With markets likely going in for a rocky end of 2020, IG’s Victoria Scholar is joined by IG’s portfolio manager Sam Dickens.
The two discuss where investors could look for protection from the uncertainty that’s likely to roll over into 2021, including the US election result and the lack of coronavirus vaccine. Sam also talks about IG’s smart portfolios, which have outperformed benchmarks by +6.3% since the start of 2020.
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As Brexit talks continue, both sides said the deal needs to be reached by the end of October to give enough time for the ratification before the transition period ends on December 31. IG’s Victoria Scholar is joined by Martin Essex, strategist at Daily FX, to discuss what could different outcomes mean for the British pound.
Martin expects a bare-bones deal by the end of the month, yet there is still a 30% chance of a no-deal Brexit. The two discuss what the markets are pricing in, and Martin gives his outlook for GBP.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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China has been on investors’ horizon since the turn of the century. According to Ray Dalio, founder of Bridgewater Associates, many investors underweight Chinese equities, therefore in this week's episode, we'd like to discuss investing opportunities around Chinese stocks.
IGTV's Jeremy Naylor is joined by Brendan Ahern, chief investment officer at KraneShares, and an ETF specialist. Together they discuss the Chinese economic recovery after the coronavirus pandemic, the effect it has on Chinese stocks and what are the risks of investing in China.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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Economic reset: there has been much talk about the potential for an economic reset since the establishment of the World Economic Forum. Is 2020 the time?
IGTV’s Jeremy Naylor speaks with ADMISI chief economist Marc Ostwald The two discuss what is the motivating factor behind the call for the economic reset. Is it to find a way to wipe away the mountains of debt, or to establish a new structure on an environmental path to ensure sustainability? Or is it to find a way to try to level the playing field across nations? Is it in the interests of any of the developed nations to find a way to do this, given the current political backdrop? Finally from a global perspective, with so many currency interests can it ever be achieved?
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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With the US presidential election just a matter of weeks away, do the markets give us any clear idea of the likely outcome? Will Covid-19 disrupt the process so much that the result may be challenged in court?
In this episode, we are joined by two guests: Jonathan Wood, director of global risk analysis at Control Risks and Michael Gayed portfolio manager at Toroso Asset Management and author of the Lead-Lag Report. The guests discuss the potential election outcomes, market volatility and the massive amounts of debt in the current financial system.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter @IGTV @Control_Risks @LeadLagReport
Read further analysis on the US election here
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Ross Gerber from Gerber Kawasaki spoke to IGTV about the outlook for Tesla, including what to expect from its upcoming Battery Day. Meanwhile he thinks Nikola, the electric truck maker, is a fraud and that the broader tech sector is in a bubble.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter @IGTV @GerberKawasaki
With some saying that we are still not over the issues from the great financial crisis, the Covid-19 pandemic has presented some economists with another chance to promote Modern Monetary Theory, as a solution. But what is it, how does it work and is it the silver bullet that the global economy needs?
In this episode, Professor Graeme Leach, founder and CEO of Macronomics, joins Jeremy Naylor for a look at the economic modelling that is the basis of MMT and look at the possible implications if MMT was adopted.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter @IGTV @GraemeLeachEcon
The recent downturn in equity markets appears to have been rooted in the tech sector, but should we be preparing for a wider market slump? This time of year typically sees weakness in the equity markets, is it just now a question of the depth of any drop?
In this episode, Ron William, from RW Advisory, explains his case that traders should be aware of the possible downside in what is known as a ‘Minsky moment’. IGTV’s Jeremy Naylor asks the questions.
Ron's charts can be found here: https://www.ig.com/uk/minsky-moment-podcast-material?CHID=9&SM=TW&REF=IGTV
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV @RONWILLIAMRWAIn this episode we are joined by long-term economic cycle analyst Akhil Patel, from Property Sharemarket Economics. Patel says that despite the Covid-19 induced recession, we remain on target for considerable wealth creation in the next eight to nine years, and that the global wealth will double by 2026.
While there may be a second recessionary dip and another market correction, Patel thinks that subject to the rules of long-term cycles, there’s nothing unusual about the current set back. IGTV’s Jeremy Naylor looks at the opportunities, when they may occur and the risks to the strategy. The two also discuss how long will the mid-cycle recession last, what are the impacts of the fiscal policy and increase in leverage.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter @IGTV @akhilgpatel
The US dollar has suffered a dramatic reversal from the March highs, tumbling to 27-month lows last week. Chris Vecchio, senior strategist at Daily FX discusses what’s driving the weakness.Vecchio says that the turnaround for the greenback was caused by the US’ handling of the Covid-19 crisis, which he says is ‘worse than anyone else’. He talk about what the dollar declines mean for its domestic economy and whether the currency is a proxy for risk-off or risk-on. Vecchio talks us through what a Biden or Trump presidential victory could mean for the dollar, suggesting that either way further weakness is likely.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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Dollar index $DXY charts and fundamentals here
With the US markets reaching record highs and the rest of the world languishing, where is the keen money going? IGTV’s Jeremy Naylor caught up with IG Investments portfolio manager, Sam Dickens, to look at the world of investing, the money flows and what investors are doing right now.
Sam also discusses the difference between trading and investing and how IG trading clients can benefit from having a positive cash balance on account on the investment platform.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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More on investing with IG here
The value of shares, ETFs and ETCs bought through a share dealing account, a stocks and shares ISA, a SIPP or an IG Smart Portfolio can fall as well as rise, which could mean getting back less than you originally put in.
Bitcoin influencer Tone Vays says March’s market capitulation is behind the recent rally for bitcoin. He says it has been fuelling a huge appetite for ‘anything other than government paper’ and believes bitcoin is a true safe haven. In terms of levels, he thinks it will remain above $10,000 for the rest of the year, break $20,000 next year with a possibility that it will reach $45-50,000 in 2021.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter @IGTV @ToneVays
Charts and fundamentals on Bitcoin here
As the US Q2 earnings season is coming to an end, we are joined by Chris Bailey, the founder of Financial Orbit, to talk about the winners and losers.
Bailey starts off with the technology sector, which experienced higher volatility after the earnings reports. He thinks the congressional committee meeting with Amazon, Apple, Facebook and Alphabet (Google) CEOs, which happened a day before the earnings, has given a greater upside reaction to the numbers.
Talking about the banking sector, Bailey says that the 2008 crisis made banks quicker in applying significant provisions. In the energy sector, ’the sentiment could not get any worse’ with the big oil companies writing down asset values. Bailey also talks about the airlines and travel sectors, and whether there is a buying opportunity.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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After gold has topped $2,000 for the first time, is there more upside to come? We are joined by Dan Popescu, gold, silver, and forex analyst, who has covered gold since 1965, when it was $35 an ounce.
Popescu says, he was not surprised with the gold topping $2,000, and there is likely to be a short-term correction for both silver and gold. However, in terms of the outlook for year-end, Popescu believes the outcome depends heavily on the US election. He thinks a Biden win is bullish for gold, while a Trump win will see gold push lower possibly below key support at $2000.
On silver, Popescu says: 'In the monetary crisis, the precious metal dislocates from the industrial aspect and becomes a monetary metal despite the fact that about 40% of its demand is industrial.' In the monetary crisis, Silver waits for gold to give a signal, and then it starts moving faster than gold.'
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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Fundamentals & charts
As Sanofi and GSK secure the deal to supply up to 60 million potential vaccines to the UK government, we are looking at the pharma stocks involved in the race.
IGTV’s Victoria Scholar is joined by IG’s Josh Warner, who talks us through some of the companies, including Pfizer, AstraZeneca, and Moderna. Josh explains why governments are eagerly buying stock in advance, and reminds that there are no vaccines from previous versions of coronavirus. The two discuss the opportunities for investors in the current uncertain environment.
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Fundamentals and charts:
Pfizer (All Sessions)
In this episode, we talk Tesla. The electric automaker has reported its fourth straight quarter of profits, and is now eligible for inclusion in the benchmark S&P 500 index.
IGTV’s Victoria Scholar is joined by William Rhind, CEO and founder at GraniteShares. Rhind says if Tesla is included in the index, it could spur a ‘tsunami of buying’, and that Tesla is an ‘incredibly polarising’ stock that is ‘ultimately about the founder’. The two discuss Tesla's latest quarterly results, and talk about self-driving cars as the next opportunity for the company.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter at @IGTV
Fundamentals and charts on Tesla here
In this episode, we are looking at the EU’s €750bn recovery plan agreed at the EU summit earlier this week. As put by the EU council president, Charles Michel, it is a ‘pivotal moment in history’ – but does it come at a price?
IGTV’s Jeremy Naylor is joined by Martin Essex, analyst and editor at Daily FX. Martin points out that there are now only €390bn in grants rather than originally targeted €500bn. The two discuss the rout between ‘the frugal four’ – Austria, the Netherlands, Denmark, and Sweden – and draw comparisons with 1984, when rebates were at the centre of conversation.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
Follow us on Twitter at @IGTV
EUR/GBP fundamentals and charts here
Has the copper price gone as far as it can in the current circumstances? The recent two-year high has been helped by a small uplift in demand, but more so from a supply shock as the coronavirus takes some mines offline.
In this week’s episode Jeremy Naylor speaks to Charles Gibson - mining analyst and sector head of mining at Edison Investment Research. They discuss the dynamics of supply and demand and the question as to where the price of copper goes from here. Gibson selects some companies that are worth watching in the current environment.
Any opinions, news, research, analysis or other information does not constitute investment advice
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Copper: charts and fundamentals here
One of the most asked questions from new traders, and those that have gone so far but seem not able to progress, is how can you move on?
IGTV’s Jeremy Naylor caught up with veteran trader and coach Casey Stubbs. Taking apart the concept of trading, Stubbs explains what he teaches and the value he sees in a fully written plan to trade successfully. He discusses the difference between creating a trading strategy and creating a strategy that makes money. Also discussed is the need for volume of trades to enable you to find the winner that will eclipse the losing trades, and how to deal with risk. The use of stop-losses is ‘critical', Stubbs says, 'to mitigate risk within a trading strategy'.
Any opinions, news, research, analysis or other information does not constitute investment or trading advice.
Follow us on Twitter @IGTV and follow Casey @caseystubbs.
Chris Bailey, founder of Financial Orbit, tells IG's Jeremy Naylor that, whatever happens, this quarter is one of the most anticipated US earnings periods in recent history.
He says he is looking for more guidance and, where appropriate the return of dividends, however payouts will be limited. He is concerned techs may have moved ahead of themselves, but that there could well be some areas of the market that will prove themselves to be rich pickings in terms of investment opportunities.
Any opinions, news, research, analysis or other information does not constitute investment or trading advice.
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With the recent uptick in market volatility, how is it best to prepare your mindset to avoid the usual pitfalls? Most of us recoil to our basic instincts when we are under extreme pressure, and when money is at stake they often take over.
In this episode, we are joined by Ron William, performance coach at InteniChi, who talks about the trading mindset in the times of volatility. William mentions VUCA, a mnemonic from the Cold War that means Volatility Uncertainty Complexity and Ambiguity. He explains how the concept can be applied in developing a trading mindset.
Any opinions, news, research, analysis or other information does not constitute investment or trading advice.
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More on psychology in trading here
The German payments company Wirecard has attracted a lot of unwanted attention over the last two years. Wild swings in its share price, the news that it mislaid €1.9bn, the loss and subsequent arrest of the company’s chief executive and now the news that it has gone into administration.
In this episode, IGTV’s Jeremy Naylor talks to IG journalist Joshua Warner about the company and how it ended up where it is.
Any opinions, news, research, analysis or other information does not constitute investment or trading advice.
Follow us on Twitter @IGTV
Wirecard $WDI fundamentals and charts here
In this episode, Chris Capre, daytrader and swingtrader, founder of 2ndSkiesForex, talks about his journey from yoga and meditation teacher to trader. Capre discusses the mental advantage of his ability to stay present that gives him an edge in the markets.
He explains how he started out trading just four currency pairs and has now evolved to trades across stocks, indices, forex and options. Capre says he tends to do better when there is more volatility but after the recent rally, he thinks the markets are looking very vulnerable, especially in the case of a second wave of COVID-19.
00:00 - Entry into financial markets 05:15 - Trading psychology 07:50 - Momentum trading in volatile markets 10:00 - Has the stock market become a retail traders' market? 13:20- Where is the market heading in the future? Any opinions, news, research, analysis or other information does not constitute investment or trading advice.Find us on Twitter: @IGTV
James Stanley, strategist at DailyFX, who has been in the markets since 1999 discusses with IGTV’s Victoria Scholar how the current market volatility compares and contrasts to the dot com bubble at the start of his career and the global financial crisis in 2008. Stanley says his biggest fear at the moment is real estate, both residential and commercial with many major retailers not paying their rent.
02:25 - Fed stimulus package 03:05 - Similarities with dot-com bubble 04:45 - What is driving the markets at the moment? 07:45 - Uncertainty for real estate in the US 10:40 - What will drive market prices in H2? 14:50 - Is now a good time to be trading?Any opinions, news, research, analysis or other information does not constitute investment or trading advice.
Find us on Twitter: @IGTV
With the Federal Reserve now targeting the corporate bond market, investors and traders seem to be rejoicing with a new wave of buying. Is this the next big thing in terms of market support? The longest bull market run in stock market history was, seemingly, generated by central banks buying government bonds, as well as cutting rates, but as yet the corporate bond market has been, mostly, untouched.
IGTV’s Jeremy Naylor is joined by Chris Beauchamp, IG’s chief market analyst to look at the new strategy being pursued by the US authorities and discuss whether this is the next new big thing which will underpin the markets in the face of a possible second wave of Covid-19?
Any opinions, news, research, analysis or other information does not constitute investment or trading advice.
Find us on Twitter @IGTV
In this bonus episode, Serge Berger from TheSteadyTrader.com provides two options trading strategies, firstly on the S&P 500 and secondly on Apple. Meanwhile Serge explains how to use the put-call ratio to gauge market sentiment and explains the recent collapse in volatility.
Any opinions, news, research, analysis or other information does not constitute investment advice.
Find us on Twitter: @IGTV @VictoriaS_IG @SteadyTrader
In a year of unprecedented oil market volatility, prices have staged an impressive comeback from all-time lows in mid-April. OPEC+ extended its record oil production cuts over the weekend to the end of July, pushing prices higher.
But the rally was short-lived after Saudi Arabia’s energy minister said the nation plans to end deeper, voluntary cuts as the global economy shows signs of recovery. Gaurav Sharma, Forbes contributor, shares his outlook for the oil market, explaining the demand-supply dynamics, and highlights some oil stocks.
Any opinions, news, research, analysis or other information does not constitute investment advice.
Find us on Twitter: @IGTV @VictoriaS_IG @The_Oilholic
Cathal Friel is a founder and managing director of Raglan Capital. He is also an executive chairman of Open Orphan. Friel is a self-made entrepreneur who has come from a family of ten in Donegal, north-west Ireland.
At 16, Friel was forced out of school to help with a busted family business, sacrificing his formal education. Yet later in life he managed to get a degree, and then an MBA, studying at night. He became one of the few lecturers in the UK and Northern Ireland without an A-or O-level.
Now, Friel is torn between London, Paris, and Breda, he spends most of his life away from the family. He calls himself a financial entrepreneur who ‘rules with an iron fist’.
In this episode, we are joined by Barry Eichengreen, Professor of Economics and Political Science at UC Berkley, to discuss the global economy and how it has changed in the past 12 weeks.
Professor Eichengreen says that the path of the economic recovery will be conditioned by the public health policies, and predicts inflation to stay low in the short run. The professor talks about debt, saying that it will be a drag on economic growth, but ’there was no choice’.
He also reveals whether he thinks a global financial reset is coming, and talks about the currency rivals to the US dollar.
Any opinions, news, research, analysis or other information does not constitute investment advice.
RECORDED 26th February 2020: In this more personal interview, Jeremy Wrathall, CEO of Cornish Lithium, talks about his career, the mining industry and its direction.
Wrathall sees himself as an innovator. Over 38 years into his career, he has worked in both - democracies and dictatorships. Right now, he says, the industry is shifting towards ESG and sustainability, with concerns such as carbon footprint, origins of the metals, and whether these are sourced ethnically, becoming extremely important.
The CEO also talks about how the shift has forced innovation, and whether there is any government support. He says that Cornwall is likely to become the new centre of metal extraction again, as the government is levelling up the industries outside London.
Wrathall also talks about his ‘family of miners’, and whether his son will continue the mining path.
With shops shut and most people working from home, it is no surprise that the property sector has taken a massive hit.
But as the UK government prepares to reopen the economy, will retail and commercial property go back to normal or will the impending recession spell depressed activity in the sector for a long while to come?
Ben Habib, CEO at First Property Group thinks social distancing means there could be increased demand for office space, and the recession could create opportunities for his commercial investment business.
Any opinions, news, research, analysis or other information does not constitute investment advice.
RECORDED 4th March 2020: In this personal interview, Neil Ricketts tells the story behind Versarien, which he started with a colleague from his garage in 2010.
Ricketts has a life-long passion for engineering. He talks about how it all started in his childhood, and what has helped him to be 4-5 years ahead of other graduates. He talks about his first job, and the move into nanotechnology, revealing the lessons he has learned throughout the career journey.
Ricketts also talks about life-work balance, his role as a father, and rugby, which he still often plays with friends.
In this episode, we are talking about gold after the price has rallied to near eight-year highs last week. We are joined by Daniel Lacalle, chief economist at Tresiss, to discuss where next for gold.
Lacalle tells IGTV’s Victoria Scholar that the opportunity for gold looks more attractive for international investors using currencies other than the US dollar such as the Brazilian real or the Turkish lira. Meanwhile, he says that it does not make sense for investors to buy gold and sell silver or vice versa and that the two precious metals should be invested in side by side with the same directional view.
The two also discuss the disconnect between markets and economic reality, the ‘BANG’ stocks, and what would a Covid-19 vaccine mean for gold.
Any opinions, news, research, analysis or other information does not constitute investment or trading advice.
Find us on Twitter @IGTV
Charts & Fundamentals:
With GDP contracting in double-digit percentage, and high unemployment rates taking the economy into recession, the markets seem to have shaken this off. In this episode, IGTV’s Jeremy Naylor speaks with Dhaval Joshi, from BCA Research, to talk about the bounce-back we’ve seen from the mid-March lows.
The two discuss the fiscal and monetary stimulus contribution to the rally, and whether it can reverse short-term, or consolidate. Joshi talks about implications for short and long-term investors and lists the risks they should beware of in their strategies.
Any opinions, news, research, analysis or other information does not constitute investment advice.
In this week’s episode, we are looking ahead the Friday’s US jobs data release for April. The ADP private payrolls released on Wednesday showed that over 20 million jobs left the US economy, the worst number in the history of the report. The non-farm payrolls are expected as bad, with the unemployment rate at 16%. But how important is this to the markets?
We are joined by DailyFX's strategist Nick Cawley, who says these numbers will be set in history books, and will never be beaten in a positive or negative way. Nevertheless, the markets have priced in the disaster. Nick also gives his outlook for the US dollar, with some levels to watch.
Any opinions, news, research, analysis or other information does not constitute investment advice.
In this episode, we’re talking about the US tech sector as technology heavyweights are reporting earnings this week, including Tesla, Facebook, Apple, Amazon, Microsoft and more.
Dan Ives, head of tech research at Wedbush, gives his take on the slew of US tech earnings and shares insights into which stocks are likely to fare best in this challenging quarter, and which could outperform longer-term. Ives also talks about online sales for Apple and Amazon, and says the main focus for Tesla will be trajectory for the year and the cash burn.
Any opinions, news, research, analysis or other information does not constitute investment advice.
In this episode, we’re looking at vaccines for COVID-19. IGTV’s Jeremy Naylor talks to IG’s Josh Warner, to talk about how far we have progressed, and how many vaccines there are in the development.
Josh talks about how different pharma companies approach vaccine development, with some trying to repurpose existing drugs. The two also discuss the timeframe needed for the vaccine to be ready, and who could win the race. The challenge after the vaccine is found would be manufacturing at a large scale to satisfy the demand. Josh lists the companies to watch around the vaccine.
Any opinions, news, research, analysis or other information does not constitute investment advice.
Oil prices have slumped by about 60% since the peak in January. While OPEC+ has tried to push up prices by cutting production, the sharp slump in demand because of COVID-19 appears to be outweighing the reduction is supply.
In this week’s episode we are joined by Gaurav Sharma, contributor to Forbes and ‘oiloholic’, to talk about whether the production cuts really make a difference.
Sharma says OPEC+ is facing a problem in that it has ‘fired its bazooka’, but the production cut won’t address the gap if demand is not there. Sharma thinks WTI oil could fall to ‘mid to low teens’ with a bearish month ahead.
Any opinions, news, research, analysis or other information does not constitute investment advice.
If you are a yield investor it is becoming increasingly difficult to find anywhere to put your money. In this episode Jeremy Naylor talks to Simon Popple from The Brookville Capital Intelligence Report, about the opportunities.
While there are still some surprises, such as the 58% dividend rise given to Tesco PLC shareholders, this is the standout in what is, otherwise, a very poor performing area of shareholder returns. Simon explains why mining stocks, in specific precious metals miners, are the broad exception.
Any opinions, news, research, analysis or other information does not constitute investment advice.
As governments around the world try to support their strained health services, companies are doing what they can to help out. The big push is to find ways to incentivise manufacturing plants to deliver ventilators, personal protection equipment (face masks, gowns and visors) and hand sanitisers. As IG's Joshua Warner says, some are doing it at cost and others without any cost to the general public.
Financial details are the top priority right now, yet some companies manage to find advantages in new business models. For example, BrewDog produces free hand sanitisers for hospitals, but with the strong BrewDog branding. Josh also talks about the production of ventilators by car manufacturers, and what challenges lie ahead.
Any opinions, news, research, analysis or other information does not constitute investment advice.
In this week’s episode IG's Victoria Scholar talks to Nick Cawley from Daily FX to discuss the unprecedented fiscal package announced by the US government. The stimulus will provide direct support for small and large companies hit by the outbreak, and give them measures to keep their employees, says Cawley.
He compares fiscal and monetary policy and their effectiveness in fighting the economic effects of the coronavirus. He comments on whether the US economy can recover by Easter, which is what President Donald Trump is hoping for. Plus he encourages traders to trim position sizes during this current period of increased volatility.
Any opinions, news, research, analysis or other information does not constitute investment advice.
The bottom of the current move in the stock markets may not be too far away. Much depends on data from the outbreak of coronavirus, but if things develop as they appear to be in China, it may only cause two quarters of contraction.
Dhaval Joshi, from BCA Research, tells IGTV that this may prompt a V-shaped reversal. However, Joshi also explains what the catalyst will be to turn the markets and if this is delayed, it may be that we may have to wait for another quarter.
Any opinions, news, research, analysis or other information does not constitute investment advice.
Chancellor Rishi Sunak unveiled a three-point plan to tackle the coronavirus amounting to a £30bn fiscal stimulus. In the 2020 UK budget the chancellor announced scrapping rates for smaller businesses, £5bn NHS emergency funding, and extending sick leave pay.
IGTV’s Victoria Scholar and IG’s Josh Warner dissect the Budget from the Treasury, explaining the key takeaways and what it all means for the UK economy. The two also discuss the surprise rate cut by the Bank of England, and UK GDP figures that have missed estimates. Josh says that there will be an economic hangover even after a vaccine for coronavirus is found.
Any opinions, news, research, analysis or other information does not constitute investment advice.
A wave of monetary loosening has swept the globe this week, most notably from the Federal Reserve which carried out an aggressive 50 bps cut, outside of a scheduled meeting for the first time since the height of the financial crisis.
Justin McQueen, market analyst at DailyFX discusses why the markets’ knee-jerk reaction was to the downside and whether monetary policy can stave off a recession. He also provides his outlook for the dollar and talks about how the US presidential race is impacting the markets.
Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
With risk-off sentiment due to coronavirus fears hitting the markets, gold has also come under pressure. In this episode, Paul Robinson, currency strategist at Daily FX, talks about why the precious metal is down after a 4-month winning streak.
Robinson also talks about the other safe heavens, such as the Japanese yen, and forecasts the Fed’s response to the coronavirus crisis. He talks about the correlation between gold and USD, and gives his key levels to watch. Robinson says that gold could potentially hit an all-time high.
Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
In this week’s episode, IG’s market analyst Shaun Murison discusses how the coronavirus is likely to play out for the oil markets, gold and the broader commodities complex.
Speaking to IGTV’s Victoria Scholar, the two discuss whether China’s economic stimulus to assist the market could help in the short and long-term. Talking about oil, of which China is the biggest importer, Shaun mentions the key levels to watch. When it comes to gold, and the possible slowdown in demand from China, Shaun says to focus on India instead, the world’s second biggest gold importer, to gauge future demand.
Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
What does a trader need more: inherent intelligence and high IQ, or the ability to manage their emotions? Mark Shipman, a successful speculator, and IG client, says it is the emotional intelligence that makes traders succeed.
Discussing his book “EQ vs IQ” with IGTVs Jeremy Naylor, Shipman reveals concepts of psychology that can sabotage a trader, such as a ‘concord fallacy of sunk cost’ and ‘confirmation bias’. Shipman tells anecdotes from his own experience in a dealing room, for example, when his line manager was sacked for hiding a losing trade, or when Shipman accidentally made money, having read a price chart upside down.
The two also talk about what coping strategies traders can develop to improve their emotional response to a loss. Shipman, who is also trained hypnotist,argues for ‘positive visualisation’ as, he says, seeing yourself successful is enormously powerful. He also talks about neurolinguistic programming, and how he can spot a good trader by the way they speak.
Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.With Tesla's stock price recent surge to record highs, the company has eclipsed both Volkswagen and BMW in terms of total market capitalisation. Vicky Parrott, associate editor of DrivingElectric.com says Tesla really is 'ahead of the pack'. Speaking to IGTV's Jeremy Naylor, Parrott says Tesla is a 'generation ahead of its rivals', especially with its charging infrastructure across UK, Europe and the US.
Parrott also talks about whether Germany has lost its role as motto-manufacturing nation, and gives her opinion on the government's targets for switching to electric. She says that while the carbon footprint is much lower for electric cars, there are issues and challenges too. One of them is sourcing the cobalt required for batteries that power electric vehicles, the extraction of which is highly emissive.
Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
The flu-like new coronavirus has so far killed over a hundred with thousands of people infected. On Wednesday morning British Airways became the first international airline to cancel all flights to and from mainland China. Wuhan, where the outbreak originated, and at least 15 other cities in China are on lockdown to stop the spread.
Martin Essex from Daily FX and IGTV’s Jeremy Naylor discuss the impact on business of the disease. Essex says that the market sentiment will be highly affected by this human tragedy, shifting investments into safe heavens, such as bonds, gold, and heaven currencies, and away from stocks. They also talk about the impact on oil and gas, and mention the key industries affected, such as tourism and airlines. While it is too early to say how widespread the coronavirus is, food transportation might become an important issue. Essex mentions what key lessons can be learned from the recent history - 2002-3 SARS outbreak in China, and 2009 ‘swine flu’ pandemic in Mexico.
Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
In this episode, Chris Watling, CEO at Longview Economics, talks about the most important factors driving the markets this week.
Contagion concerns about the coronavirus sparked a sell-off in Asian markets at the start of the week. Climate change is front and centre in the debate between Greta Thunberg and Donald Trump at the World Economic Forum in Davos. Plus, central banks are in focus with interest rate decisions from the European Central Bank, Bank of Canada and the Bank of Japan. And if that wasn’t enough, there are a whole host of earnings from Europe, US, and UK including Netflix and IBM which both beat expectations.
Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
With the recent rise in geopolitical risk has come the inevitable rise in the price of gold, albeit for a brief period.
IGTV’s Jeremy Naylor speaks to DailyFX currency strategist Michael Boutros about what influences gold price in the longer term. Boutros says that the commonly held belief is that gold has the inverse relationship with the US dollar. However, he says, traders should also look at Japanese yen. This currency, he says, has more of a longer term correlation with gold.
Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
Dr Andrew Lilico, managing director of Europe Economics, says that the big change, for him, on the UK’s path to Brexit, was Boris Johnson’s new proposal. The election, which gave a minority Conservative government, an 80-seat majority, means that there is now no chance of a no-deal Brexit and that all will be in place to end the transition period on 31 December 2020.
Lilico says that there may be a period of agreement based on a WTO type backdrop, but the detail will be ready at the end of the year. On the respective economies, Lilico says that the UK has always been a drag on the European Union and now that the UK has left, the EU will be able to move faster towards greater cohesion to the bloc. On the periphery, he says, there are issues to resolve, but the ‘Macron style proposal, is likely to win through. The UK, on the other hand will see a Brexit bounce and then a period of cost adjustment during the deal making stage, but then the UK should also be in a position to grow faster.
Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
Can one be trained to be a successful trader, or is it an inherent talent? This is the question Richard Dennis was aiming to solve, when he hired a group of twenty people, from the street, that had no trading experience. He gave them a set of trading rules and allocated money from his own pocket. In four years, the group made Dennis $100 million by executing his trend-following strategy.
Michael Covel wrote a seminal book about the events, that followed the initial recruitment, and the trading experiment, which has gone down in market folklore. In this podcast, Covel recalls the lessons learned from Dennis’s experiment and whether these are still applicable today. He talks about why the outcome might have been different if students were trading their own money, and why Dennis might have diverted from his own rules from time to time. Covel also gives his take on how things have changed in the world of market trading, with computer systems and complex algorithms giving some an edge, but he still, nonetheless, highlights the benefits of the concept of trend following.
Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
In 1990s, the legendary investor Jim Rogers took a trip around 52 countries and six continents, the adventure he then documented in his book 'Investment Biker: Around the World with Jim Rogers'. He wanted to see for himself what the economic climate in different parts of the world was like, including emerging markets such as Russia, China, and Argentina.
In this podcast, he talks about which of the lessons he learned back then, are still applicable today. Rogers explains why he would invest in Venezuela, and reveals how he examines the level of corruption in a country. The investor is sceptical about business schools, and is a firm believer in the supply and demand rule as the ultimate driver of success.
Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
Martin Schwartz, now 74, says that giving up trading for him is a form of death. Schwartz, once the winner of US Investment Championship, has earned himself the name “Pit Bull” for his nerves and instinct on Wall Street. Now, when he has money for this life and the next one, Schwartz says it’s the thrill that keeps him in the trading game. He compares himself to a race horse, which when loose, runs back to the barn.
In this interview about his book, 'Pit Bull: Lessons from Wall Street's Champion Day Trader', Schwartz reveals the principles he believes in, such as the green light/red light and the sunspot theories. He also talks about his trading routine, such as writing a sheet every evening, and recalls the time when he lost $25 million.
Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
With the Conservative party expected to enshrine into law the 31 December 2020 deadline for a trade deal with the EU, markets are again beginning to consider the prospect for a so-called no-deal Brexit. Charles Hecker, from Control Risks, says that even with this legislation there will still be room for an extension to finalise a deal with the EU.
On the subject of opportunity after Brexit, Hecker says that with London being as big as it is, it is already ‘Singapore on steroids’ and is unlikely to be able to benefit from an ever better tax or regulatory regime. The EU will still require alignment on a number of areas to agree a trade deal.
Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
In 1993, the newly founded Long-Term Capital Management, was publishing some of the highest returns within the hedge fund industry. Managed by a group of former traders, two Nobel prize winners, and one former central banker, it reached annualised return of over 21% in its first year, 43% in the second year, and 41% in the third year. Yet after four successful years, it lost $4.6 billion in less than four months. Its crash disrupted not only the biggest banks on Wall Street, but the financial system itself.
When Genius Failed: The Rise and Fall of Long-Term Capital Management is a book written by Roger Lowenstein in 2000. After conducting thorough interviews with the key players and accessing confidential memos, Lowenstein provides a vibrant account of the drama and arrogance that lead the hedge fund to fall. Talking to IG’s Trading the Markets Lowenstein reveals why he picked up this story, he talks about the mistakes of Long-Term Capital Management, and provides his view on machine learning and future of trading.
Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
Market Wizards is a trading classic written by Jack Schwager in 1989, which he followed up with The New Market Wizards in 1992. Interviewing the top Wall Street traders of the time, Schwager exposed their secrets of success, such as control over ego, discipline and learning from mistakes. Three decades later - in the age of new technology and social media - the writer explores what’s driving the new generation of market wizards. He talks about self-awareness, journaling, emotional intelligence, and mentions traders who follow signals exclusively from Twitter.
Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
IGTV's Jeremy Naylor and Josh Warner discuss which stocks to keep an eye on in the week of the UK's general election. While some sectors are likely to remain relatively immune, due to cross-party agreements - such as defence, housing, and renewables, others would be worse off regardless of the election result. Josh also talks about how sectors could be affected under Conservative, Labour or Lib Dem policies. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
With the dovish rhetoric coming out of the Federal Reserve, James Stanley, foreign exchange strategist at DailyFX, tells IG that he is looking at a weaker USD from this point. He picks out sterling as one of the main winners, although, he is seeing this as a broad USD sell-off. In amongst the mix is a stronger gold price. Here he says it is expected to sail past the $1,550 highs of September with his target closer to $1,700. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
Tesla CEO Elon Musk suggested on Twitter that the electric carmaker had 250,000 cybertruck pre-orders. Alex DeGroote from DeGroote Consulting provides his insight into the likelihood that these $100 deposits will convert into real orders. DeGroote provides his predictions for the stock price and the key factors to watch when it comes to Tesla’s growth outlook. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
With more than 65 years market experience between them, IG's Jeremy Naylor talks to Nick Cawley, from Daily FX, to look at the rise of the shadow banking sector. Having seen the European Central bank highlight the risks developing in this area, how should traders view the opportunities? Nick’s view is that risk assets are ‘underpriced’. But what are these, in the context of the pressures facing the ECB? Nick and Jeremy also have an opportunity to discuss the latest around the US China ‘trade spat’ and the new angle developing with the US beginning to put pressure on China with its commentary over the protests in Hong Kong. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
IGTV’s Jeremy Naylor is joined by Brett Hundley from Seaport Global and Neil Mahapatra from Kingsley Capital to discuss the journey of cannabis – all the way from harvesting to company branding. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
The UK general election, the state of the economy and potential investment opportunities, just some of the things discussed in this first market insight podcast on IG Trading the Markets. Justin McQueen from DFX provides key insight onto the current markets. Any opinions, news, research, analysis or other information does not constitute investment advice.
Patrick Morton from Cannabis Invest and Avihu Tamir, CEO of Kanabo Research, sat down with IGTV's Victoria Scholar to talk about the cannabis IPO market and future investment opportunities. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
Listen to Maxim Jacobs, MD and director of investment research at Edison Investment Research, and IG’s financial writer Josh Warner discuss how the cannabis market works – including the differences between medical and recreational cannabis. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
Matt Bottomley from Canaccord Genuity, and Morgan Paxhia, co-founder of Poseidon Partners, talk to IGTV’s Victoria Scholar about how to invest in the cannabis industry – focusing on trading the big five marijuana stocks on the market. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
Former CEO of Canopy Growth Bruce Linton, and Hanway Associates CEO George McBride sat down with IGTV’s Victoria Scholar to discuss the lessons that can be learnt from Canada’s cannabis legalisation journey. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
John Cooper and Samantha Myers from Gowling WLG spoke to IGTV’s Jeremy Naylor about the opportunities for investors in the UK cannabis market and whether the UK government will follow Canada’s lead with deregulation. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
Numerous psychological factors push investors into making mistakes. Victor Ricciardi, author and Assistant Professor of Financial Management at Goucher College, Maryland, and Oliver Smith, Portfolio Manager at IG, discuss how the fear of missing out or looking to make maximum returns without considering the risks can be controlled, and the crucial role played by portfolio rebalancing. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
The psychology of investing is different to the psychology of trading. Longer time horizons mean the investor’s mindset needs to be different to that of a trader. Self-made millionaire investor and author Mark Shipman and Oliver Smith, Portfolio Manager at IG, discuss how to ignore short-term noise, hold your nerve in times of market volatility, and retain focus on long-term targets. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
Every trader makes mistakes. But there are a number of things you can do to minimise those occasions. Andreas Clenow, chief investment officer at ACIES Asset Management, and Chris Beauchamp, IG's chief market analyst, share their thoughts on how to avoiding making mistakes. Solid preparation, sticking to a trading plan, keeping records and cutting losses quickly can make a big difference. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
In trading, you can make more losing trades than winning trades and still make money. But while it is key to always cut losses and run profits, that can be harder than it sounds. Pride means wanting to be proved right, while fear can drive us to grab at profits. Bestselling author and founder of TurtleTrader.com Michael Covel, and self-made millionaire investor and author Mark Shipman mull taking the correct psychological approach with each trade. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
Fear can be a problem for traders, but over-confidence can be just as damaging. Trading can bring moments of euphoria, but it can be psychologically tough when things are going against you. Author, fund manager and industry expert in futures and hedge funds Jack Schwager and IG Analyst Joshua Mahony discuss the impact that fear, greed and bias can have on trading, and give their thoughts on how a trading plan and technical analysis can take the emotion out of an investment. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
Spreads and commissions mean you are in a losing position as soon as you enter a trade. Some very human responses can then exacerbate the situation, causing you to snatch at profits and run losses. Brett Steenbarger, trader, author and Associate Professor of Psychiatry and Behavioral Sciences at SUNY Upstate Medical University, and IG Analyst Chris Beauchamp discuss tools and techniques for mastering markets with IGTV's Victoria Scholar. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.
