In our latest Q&A episode, Kyle tackles questions related to funds and ETFs, while Lee Wild, head of equity strategy at interactive investor, joins him to respond to enquiries related to the stock market.

For those who would like to go straight to certain parts of the episode, we have listed the questions below and added timestamps.

As ever, the answers given in such episodes are not personal recommendations to buy and sell any financial instrument or product, or to adopt any investment strategy.

Join the conversation by emailing us at OTM@ii.co.uk. Ask a question, tell us what you would like us to talk about, or simply share your views.

0:00 - Intro
1:27 - Why do funds not flag their tobacco holdings up front?
3:53 - Could you explain the structure of ETFs and the key terms investors need to know?
9:55 - When researching index funds or ETFs how can I figure out which ones are best?
13:04 - Which types of funds would potentially complement Vanguard LifeStrategy 60% Equity?
15:00 - Which UK smaller company shares are proving most popular with interactive investor customers?
17:59 - What is a rights issue and why do companies have them?
19:47 - Could you explain the key terms for investors for AGM votes?

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are in any doubt about the suitability of a Stocks & Shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of these products, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

For investors who like to hunt for a bargain, discounts are wide across the investment trust universe. But, with no shortage of options, how can investors narrow down the choice? Kyle is joined by Peter Hewitt, a fund manager who specialises in buying investment trusts. Hewitt, who oversees the CT Global Managed Portfolio Trust, explains that he’s focusing on three main areas to take advantage of investment trust bargains.

Investment trusts discussed in the podcast include JPMorgan UK Small Cap Growth & Income, Mercantile, Henderson Smaller Companies, Aberforth Smaller Companies, TR Property, Edinburgh Worldwide, Scottish Mortgage, and Monks.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are in any doubt about the suitability of a Stocks & Shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of these products, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Our latest episode focuses on Scottish Mortgage, Fundsmith Equity and Lindsell Train UK Equity, arguably the biggest household names for retail investors looking to back a professional fund manager.

The trio have seen their performances come off the boil over the past three years, but they have delivered strong performances over the long term. Host Kyle Caldwell is joined by interactive investor’s Sam Benstead to explain the short-term performance woes and prospects for a turnaround. 

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are in any doubt about the suitability of a Stocks & Shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of these products, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Would we sooner see grandparents investing in a Junior ISA for our kids than adding to the pile of toys this Christmas? Join Becky, Kyle and personal finance analyst Myron Jobson as they pick out some of the ways to invest for children, reveal the mistake parents often make with JISAs, and share how they teach their own children about investing. Plus, find out what premium bonds and Power Rangers have in common.

Join the conversation on Twitter @iiOnTheMoney or by emailing us at OTM@ii.co.uk. Ask a question, tell us what you want us to talk about, or simply share your views.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor. Becky O'Connor is an independent pensions and savings expert.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

A week on from the Chancellor's Autumn Statement, Becky and Kyle assess what Jeremy Hunt's tax raid means for DIY investors, including the reduction in tax allowances and the prospect of other tax perks being in the firing line in future. Plus, a heartening outlook on pensions courtesy of Kyle's mum.

Join the conversation on Twitter @iiOnTheMoney or by emailing us at OTM@ii.co.uk. Ask a question, tell us what you want us to talk about, or simply share your views.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news.

Becky O'Connor is an independent pensions and savings expert. Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Becky and Kyle explore the key questions you should ask on the road to building a portfolio, while funds and trusts expert Sam Benstead drops in ahead of the World Cup this weekend to name his investment teamsheet, taking inspiration from how football managers set up their players on the pitch.

As ever, any investments mentioned in our conversation are not personal recommendations.

Join the conversation on Twitter @iiOnTheMoney or by emailing us at OTM@ii.co.uk. Ask a question, tell us what you want us to talk about, or simply share your views.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news.

Becky O'Connor is an independent pensions and savings expert. Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

How many funds should I invest in? Are bonds the key to a guaranteed income in retirement? Does compounding work for growth-style funds and trusts that don't pay a dividend? Becky and Kyle have the answers, plus City expert Richard Hunter tackles your questions on currencies and energy shares.

As ever, our answers are not personal recommendations to buy or sell any financial instrument or product, or to adopt any investment strategy.

Join the conversation on Twitter @iiOnTheMoney or by emailing us at OTM@ii.co.uk. Ask a question, tell us what you want us to talk about, or simply share your views.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news.

Becky O'Connor is an independent pensions and savings expert. Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Are the days of investing in so-called ‘sin stocks’ numbered? Becky and Kyle discuss whether the Financial Conduct Authority's plans to introduce sustainable fund labels really will eliminate greenwashing and how they could impact the way you invest.

Join the conversation on Twitter @iiOnTheMoney or by emailing us at OTM@ii.co.uk. Ask a question, tell us what you want us to talk about, or simply share your views.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news.

Becky O'Connor is an independent pensions and savings expert. Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Investors have been piling out of funds, with more than £14 billion withdrawn year-to-date (to the end of August). Becky and Kyle explain the reasons why investors are so cautious, what ‘outflows’ mean for investors left in funds, and weigh up the pros and cons of monthly investing versus lump sum investing.

Join the conversation on Twitter @iiOnTheMoney or by emailing us at OTM@ii.co.uk. Ask a question, tell us what you want us to talk about, or simply share your views.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news.

Becky O'Connor is Head of Pensions & Savings at ii. Kyle Caldwell is Collectives Editor. You can find out more about them at https://www.ii.co.uk/meet-the-ii-experts.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

It's rarely a good thing when pensions are on the front pages. But is there really cause to panic? Becky and Kyle assess the fallout from the past fortnight, including the impact on defined contribution schemes, whether you should consider delaying retirement and some drawdown dos and don’ts.

Join the conversation on Twitter @iiOnTheMoney or by emailing us at OTM@ii.co.uk. Ask a question, tell us what you want us to talk about, or simply share your views.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news.

Becky O'Connor is Head of Pensions & Savings at ii. Kyle Caldwell is Collectives Editor. You can find out more about them at https://www.ii.co.uk/meet-the-ii-experts.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

We’ve all made them… and many of us probably still are doing. From underestimating risk and pension panics to Junior ISAs and buying funds, Becky and Kyle look back on their biggest investment mistakes - and some common industry ones, too.

Tell us about yours and join the conversation on Twitter @iiOnTheMoney or by emailing us at OTM@ii.co.uk. Ask a question, tell us what you want us to talk about, or simply share your views.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news.

Becky O'Connor is Head of Pensions & Savings at ii. Kyle Caldwell is Collectives Editor. You can find out more about them at https://www.ii.co.uk/meet-the-ii-experts.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of a product, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Interest rate rises aren't going away any time soon. In the first episode of On The Money, Becky O'Connor and Kyle Caldwell tackle what it all means for your savings and investments, and try to find positives amid the chaos.

Join the conversation on Twitter @iiOnTheMoney or by emailing us at OTM@ii.co.uk. Ask a question, tell us what you want us to talk about, or simply share your views.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news.

Becky O'Connor is Head of Pensions & Savings at ii. Kyle Caldwell is Collectives Editor. You can find out more about them at https://www.ii.co.uk/meet-the-ii-experts.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). Pension and tax rules depend on your circumstances and may change in future. If you are uncertain about the tax treatment of a product, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

In a special, final Funds Fan podcast, Kyle Caldwell and Sam Benstead discuss their top 10 tips for investing in funds. These include the active versus passive debate, the dangers of chasing the best-performing funds, and why understanding what you invest in is essential. The duo also discuss the lessons from the Neil Woodford collapse and why keeping costs down is key.

Later on in the podcast, Sam interviews Ewan Markson-Brown, manager of the Crux Asia ex-Japan fund. Ewan joined boutique Crux a year ago from Baillie Gifford, where he managed the top-performing Baillie Gifford Pacific fund and Pacific Horizon investment trust. He talks about the benefits of leaving a big fund group for a small one, and why most investors misunderstand political risk when investing in China.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Follow us on social media:
Twitter: twitter.com/ii_couk
Facebook: www.facebook.com/weareii
LinkedIn: www.linkedin.com/company/interactive-investor
Instagram: www.instagram.com/interactive_investor

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Since the end of last October, parts of the UK stock market have enjoyed a bounce. However, there’s still plenty to play for, argues Ryan Lightfoot-Aminoff, an investment trust research analyst at Kepler Partners.

Ryan makes the case for investment trusts focused on UK smaller companies. He tells host Kyle Caldwell why he’s attracted to this area, and names investment trusts he favours.

The investment trusts mentioned include Invesco Perpetual UK Smaller (LSE: IPU), Rockwood Strategic (LSE: RKW), Aberforth Smaller Companies (LSE: ASL), Mercantile (LSE: MRC), Schroder UK Mid Cap (LSE: SCP) and JPMorgan UK Small Cap Growth & Income (JUGI).

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are in any doubt about the suitability of a Stocks & Shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of these products, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Kyle Caldwell and Sam Benstead discuss the latest fund and investment trust news; including recent research from Morningstar that debunked the widely held view that funds with a large amount of assets underperform small funds. The duo also discuss investment trust gearing, and F&C Investment Trust’s promotion to the FTSE 100.

Later in the podcast, Sam interviews Gerrit Smit, fund manager of Stonehage Fleming Global Best Ideas Equity. It is a strategy where comparisons can be drawn to Fundsmith Equity – it invests in high-quality growth shares, has low turnover and is highly concentrated with fewer than 30 stocks. Sam and Gerrit discuss finding great companies, what a recession might mean for earnings of so-called quality companies, and why fund performance has been disappointing this year.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Follow us on social media:
Twitter: twitter.com/ii_couk
Facebook: www.facebook.com/weareii
LinkedIn: www.linkedin.com/company/interactive-investor
Instagram: www.instagram.com/interactive_investor

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

I'm joined this week by Tim Levene, chief executive of Augmentum Fintech, which previously invested in interactive investor. We talk about the exciting world of start-ups, Augmentum’s current top holdings, what the future has in store for fintech and the value of patience.

Enjoyed listening? Please like and subscribe for free to the ii Podcast.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Follow us on social media:
Twitter: twitter.com/ii_couk
Facebook: www.facebook.com/weareii
LinkedIn: www.linkedin.com/company/interactive-investor
Instagram: www.instagram.com/interactive_investor

Risk warning:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Kyle Caldwell and Sam Benstead discuss the latest fund and investment trust news; including Terry Smith’s portfolio activity, investment trust discount opportunities, and change at the top at Allianz Technology Trust.

Later in the podcast, Sam interviews Cormac Weldon, fund manager of Artemis US Smaller Companies. Weldon details recent portfolio changes, as well as offering his insight into the relative value of US shares and smaller companies at the moment. The fund is a member of interactive investor’s Super 60 list.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Follow us on social media:
Twitter: twitter.com/ii_couk
Facebook: www.facebook.com/weareii
LinkedIn: www.linkedin.com/company/interactive-investor
Instagram: www.instagram.com/interactive_investor

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

I'm joined this week by Ian Lance, co-manager of the Temple Bar investment trust. A lot has happened, to say the least, since we last spoke in March 2021. Ian tells me this time why tech stocks remain under pressure, why he remains confident in the value rally, and why Royal Mail (LSE:RMG) could still deliver.

Enjoyed listening? Please like and subscribe for free to the ii Podcast.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Follow us on social media:
Twitter: twitter.com/ii_couk
Facebook: www.facebook.com/weareii
LinkedIn: www.linkedin.com/company/interactive-investor
Instagram: www.instagram.com/interactive_investor

Risk warning:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Kyle Caldwell and Sam Benstead run through the funds and investment trusts that investors have been buying to take advantage of stock markets returning to form in July. They also give their take on Scottish Mortgage breaching its unlisted stock limit, and Sam explains why the outlook for bonds is looking up.

Later on in the podcast, the fund manager interview is Fiona Yang, co-manager of the Invesco Asia Trust, which invests in undervalued Asian franchises. Yang explains why she has been increasing exposure to Chinese stocks.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Follow us on social media:
Twitter: twitter.com/ii_couk
Facebook: www.facebook.com/weareii
LinkedIn: www.linkedin.com/company/interactive-investor
Instagram: www.instagram.com/interactive_investor

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard Shepherd-Cross is my guest on the pod this week. As investment manager of Custodian REIT (or real estate investment trust), Richard explains the benefits of buying smaller, regional properties, how ESG interests have shaped the trust’s approach in recent years, and why he is keeping cool under the pressure of rising interest rates. 

Enjoyed listening? Please like and subscribe for free to the ii Podcast.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Follow us on social media:
Twitter: twitter.com/ii_couk
Facebook: www.facebook.com/weareii
LinkedIn: www.linkedin.com/company/interactive-investor
Instagram: www.instagram.com/interactive_investor

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Kyle Caldwell and Sam Benstead run through how funds and investment trusts have fared in the first half of 2022 – including highlighting why funds have held up better than trusts. The duo also name their top tips for deciding whether to hold or fold when a fund manager retires or jumps ship to join a rival firm. Later on in the podcast, Kyle chats to Peter Ewins, fund manager of the recently renamed Global Smaller Companies Trust, which was formerly called the BMO Global Smaller Companies Trust. Among the topics discussed are the reasons why smaller companies tend to outperform larger companies over the long term – 10 years plus.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Follow us on social media:
Twitter: twitter.com/ii_couk
Facebook: www.facebook.com/weareii
LinkedIn: www.linkedin.com/company/interactive-investor
Instagram: www.instagram.com/interactive_investor

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard is joined by Matthew Tillett, lead portfolio manager for the Brunner investment trust to talk substance over style, bargain-hunting in the post-pandemic ‘wild’, and why digital tech makes Adidas a stock to watch. 

Enjoyed listening? Please like and subscribe for free to the ii Podcast. 

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. 

Follow us on social media: 
Twitter: twitter.com/ii_couk 
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Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Sam Benstead and Richard Hunter discuss the biggest news item in the world of fund investing, including the outlook for company earnings as firms report their second-quarter results, and the alarming rise of private company allocations in some investment trusts, including Scottish Mortgage. They also discuss the bond sector, where a sharp sell-off has led to yields that finally offer investors a respectable income. One casualty of falling bond prices has been the 60/40 portfolio, but the outlook for a mixed-asset strategy is now brighter, Sam and Richard argue. 

Later in the podcast, Sam chats to Chris Korpan, who runs the JP Morgan Natural Resources fund. Investing in mining and oil stocks, it has had a great 2022 so far. However, its outlook is uncertain given falling commodity prices as investors weigh up the impact of a recession on raw material demand. 

Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. 

This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Jonathan Davis is the author of the Investment Trusts Handbook, the editorially independent annual described as "the definitive guide to the sector". He joins Richard to take a closer look at why he considers trusts to be the "connoisseur’s choice", closed and open-ended investments and whether we are in a bear market. 

Enjoyed listening? Please like and subscribe for free to the ii Podcast. 

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. 

Follow us on social media: Twitter: twitter.com/ii_couk Facebook: www.facebook.com/weareii LinkedIn: www.linkedin.com/company/interactive-investor Instagram: www.instagram.com/interactive_investor 

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

In this episode, Kyle is joined by interactive investor’s personal finance editor Craig Rickman to focus on key areas of concern ahead of the general election in around a month’s time. The duo discuss how the landscape could change for pensions, ISAs and the stock market.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are in any doubt about the suitability of a Stocks & Shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of these products, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Kyle Caldwell and Sam Benstead explain why professional investors are extremely bearish at the moment, and point out that the world’s largest fund manager is not ‘buying the dip’. The duo also name the income funds and trusts proving more popular with investors over the past couple of months, and run through a pledge made by respected investor Nick Train. 

Later in the podcast, Sam chats to Barry Norris, who runs the Argonaut Absolute Return fund, which is a strategy that aims to make money in both rising and falling markets. Norris strongly believes that inflation will be high for the foreseeable future and that interest rates will keep rising. 

Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. 

This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Zehrid Osmani is Richard's guest this week. The manager of the Martin Currie Global Portfolio Trust talks making money without exposure to traditional FAANG stocks, plus the growth of the metaverse and the potential opportunities it holds for investors. 

Enjoyed listening? Please like and subscribe for free to the ii Podcast. 

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. 

Follow us on social media: 
Twitter: twitter.com/ii_couk 
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LinkedIn: www.linkedin.com/company/interactive-investor 
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Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority

Kyle Caldwell and Sam Benstead explain why dividend investing has come back into fashion, running through the income fund sector that is in high demand. The duo, however, point out that a trick may be missed, as UK equity income funds, which on average yield 3.8%, continue to be shunned. Sam also names his five top tactics for investors to navigate a bear market. 

Later in the podcast, our fund manager interview is Carlos Hardenberg, co-manager of the Mobius Investment Trust, a member of interactive investor’s Super 60 list. 

Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. 

This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

In the final episode of series two, Gabby meets adventurer and author Alastair Humphreys. A National Geographic Adventurer of the Year, Alastair’s many outdoor escapades include cycling round the world, rowing the Atlantic and walking across India, but he has also won acclaim for his pioneering work on the concept of cheaper, simpler, closer-to-home microadventures. 

He spends his time encouraging people to live more adventurously… but is his enterprising and often daring spirit reflected in his approach to money matters? It has certainly helped being married to an accountant, with whom he has two children. 

Among stories from his many adventures, he tells Gabby how he has become a self-confessed money geek after years of ignoring his finances, how he funded a four-year trip around the world with just £7,000, and how he managed to get a pizza delivered in the middle of Alaska. 

Subscribe to the show for free to and listen to other episodes from this series and series one, which featured Richard Curtis, Rachel Riley and Anthony Scaramucci. 

The ii Family Money Show is brought to you by interactive investor (ii). 

This episode was recorded in March 2022 and is also available as a vodcast on the interactive investor YouTube channel. 

Follow interactive investor: 
Twitter @ii_couk 
Facebook /weareii 
Instagram @interactive_investor 

Follow Gabby: 
Twitter @GabbyLogan 
Instagram @gabbylogan 

Important information: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Pension and tax rules depend on your circumstances and may change in future. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

This week, Richard meets Ben Rogoff, Director (Technology) at Polar Capital. Ben discusses next-gen stocks and whether the current climate is comparable to the dot-com bubble, and takes a closer look at some of the holdings of the Polar Capital Global Technology Fund. 

Enjoyed listening? Please like and subscribe for free to the ii Podcast. 

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. 

Follow us on social media: 
Twitter: twitter.com/ii_couk 
Facebook: www.facebook.com/weareii 
LinkedIn: www.linkedin.com/company/interactive-investor 
Instagram: www.instagram.com/interactive_investor 

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority

In the latest episode, Kyle Caldwell and Sam Benstead detail how Terry Smith, Nick Train, and the managers of Scottish Mortgage have been playing the stock market sell-off, naming the shares they have been buying and selling. Sam also runs through his analysis of the big four wealth preservation investment trusts: Ruffer, Capital Gearing, Personal Assets and RIT Capital Partners. 

Later, fund manager Simon Barnard of Smithson Investment Trust explains how he is approaching stock markets at the moment, and reveals what Terry Smith, who founded the investment firm behind the trust, is telling colleagues about how to invest during difficult periods. 

Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. 

This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Dame Jayne-Anne Gadhia is widely regarded as one of Britain’s most successful bankers but, as she tells Gabby, didn’t always plan a career in finance. 

Jayne-Anne helped Sir Richard Branson set up Virgin Money and as CEO steered the company through takeovers, a stock market float and eventual sale. She currently chairs the HMRC Board and, in 2020, launched Snoop, a money management app designed to help people become savvier with their spending and saving. Until last year, she was the Government’s Women in Finance Champion and was made a Dame in the 2019 Honours list. She met husband Ashok during freshers’ week at university and the couple have a daughter together. 

Jayne-Anne reveals why her mum took charge of the family finances growing up, what life is like working for Sir Richard and why she’s always tried to make a positive difference when making big decisions at work. 

Subscribe to the show for free to make sure you don’t miss next week’s episode, featuring adventurer Alastair Humphreys. 

The ii Family Money Show is brought to you by interactive investor (ii). 

This episode was recorded in April 2022 and is also available as a vodcast on the interactive investor YouTube channel. 

Follow interactive investor: 
Twitter @ii_couk 
Facebook /weareii 
Instagram @interactive_investor 

Follow Gabby: 
Twitter @GabbyLogan 
Instagram @gabbylogan 

Important information: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Pension and tax rules depend on your circumstances and may change in future. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Mayor of Greater Manchester Andy Burnham is Gabby’s guest on the pod this week. Andy became the Member of Parliament for Leigh in 2001 and served as both Culture Secretary and Health Secretary under Gordon Brown. Previously, he was Chief Secretary to the Treasury during one of the most turbulent times for the world’s financial markets. 

In 2017 he left Westminster to successfully run for the new role of mayor of Greater Manchester, and was re-elected for a second term last year. Described unofficially by some as the ‘King of the North’, the married dad-of-three has been a vocal advocate for the north of England, holding the government to account over its levelling-up agenda in particular. 

He tells Gabby why financial education should form part of a “curriculum for life” in schools, how Labour’s defeat in the 1992 General Election motivated him to pursue a career in politics, and why his children go to their mum for money advice rather than him. 

Subscribe to the show for free to make sure you don’t miss next week’s episode, featuring the former chief executive of Virgin Money, Dame Jayne-Anne Gadhia. 

The ii Family Money Show is brought to you by interactive investor (ii). 

This episode was recorded in April 2022 and is also available as a vodcast on the interactive investor YouTube channel. 

Follow interactive investor: 
Twitter @ii_couk 
Facebook /weareii 
Instagram @interactive_investor 

Follow Gabby: 
Twitter @GabbyLogan 
Instagram @gabbylogan 

Important information: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Pension and tax rules depend on your circumstances and may change in future. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard is joined by Stuart Rutherford, head of retail execution services at Liberum, to talk market makers: what they are, why they are important and how they decide a stock's initial price. They also take a closer look at the difference between order-driven and quote-driven prices. 

Enjoyed listening? Please like and subscribe for free to the ii Podcast. 

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. 

Follow us on social media: 
Twitter: twitter.com/ii_couk 
Facebook: www.facebook.com/weareii 
LinkedIn: www.linkedin.com/company/interactive-investor
Instagram: www.instagram.com/interactive_investor 

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority

In the latest episode, as usual Kyle Caldwell and Sam Benstead cast their eyes over a couple of fund and investment trust news stories; including explaining why investors have been dumping funds in the first quarter of 2022, and whether investors should expect more closures for funds that mainly invest in Russia. 

Later on in the podcast, is an interview with Lawrence Burns, deputy fund manager of Scottish Mortgage. Burns gives his thoughts on the market rotation that’s been taking place in recent months, which has negatively hit the trust’s short-term performance. Burns also explains how the unlisted companies are valued, and provides views on Tesla, Amazon and Netflix. 

Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. 

This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

In this episode, the focus is on India, a stock market that’s performed strongly over the past few years. While India has plenty of attractions in terms of robust economic growth and favourable demographics (such as a young population), valuations have become pricier following its recent run of strong performance. Joining Kyle to share his insights and offer a view on whether share prices have become too expensive is investment trust manager Gaurav Narain of India Capital Growth Fund.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are in any doubt about the suitability of a Stocks & Shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of these products, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Sarah Willingham originally planned a career in finance before making her fortune in food. Growing up in Stoke, the entrepreneur and former Dragon on the BBC's Dragons’ Den started her first paper round at the age of 11, then took her first steps in the restaurant trade aged just 13. From there she went on to work for Pizza Express and Planet Hollywood, and then turned Indian restaurant chain Bombay Bicycle Club into a multi-million-pound business. She also, along with her husband, built and then floated the nutraceutical company NutraHealth on the London Stock Exchange. 

After starting a family, she then totally changed the way she worked, pulling back from managing her businesses day-to-day so she could achieve a better work-life balance and spend more time with her four children. Sarah tells Gabby about who gave her confidence early in her career, how she vowed to take a break from media commitments just hours before being offered a role on Dragons’ Den, and why she and her husband let their children control the daily budget on their family gap year. 

Subscribe to the show for free to make sure you don’t miss next week’s episode, featuring the Mayor of Greater Manchester, Andy Burnham.

The ii Family Money Show is brought to you by interactive investor (ii). 

This episode was recorded in February 2022 and is also available as a vodcast on the interactive investor YouTube channel. 

Follow interactive investor: 
Twitter @ii_couk 
Facebook /weareii 
Instagram @interactive_investor 

Follow Gabby: 
Twitter @GabbyLogan 
Instagram @gabbylogan 

Important information: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Pension and tax rules depend on your circumstances and may change in future. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Selina Flavius went from dealing with thousands of pounds of debt to launching her own financial coaching company Black Girl Finance in April 2019, closely followed by a book of the same name, which is the subject of our discussion. Last year, Selina was named the British Bank Awards Online Financial Influencer of the Year. She talks to us about about dealing with thousands in debt, women and investing, the ethnicity pay gap, what stopped her from doing economics A-level, being an angel investor for Black Ballad, and more. 

Enjoyed listening? Please like and subscribe for free to the ii Podcast. 

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Greg Jackson is the founder and chief executive of Octopus Energy, one of the UK's fastest-growing energy companies. Before building Octopus, which is now valued at more than a billion pounds, Greg enjoyed a hugely successful career in the world of digital start-ups as both an investor and manager. He's also been a member of Greenpeace since the age of 16, and is well known for believing passionately in the benefits of a good work-life balance both for himself and his staff. 

Greg talks to Gabby about the current energy and cost-of-living crises, why he is investing in renewables, and how having the family home cut off as a youngster has inspired him in his working life. 

Subscribe to the show for free to make sure you don’t miss next week’s episode, featuring entrepreneur and former Dragon’s Den star Sarah Willingham. 

The ii Family Money Show is brought to you by interactive investor (ii). 

This episode was recorded in March 2022 and is also available as a vodcast on the interactive investor YouTube channel. 

Follow interactive investor: 
Twitter @ii_couk 
Facebook /weareii 
Instagram @interactive_investor 

Follow Gabby: 
Twitter @GabbyLogan 
Instagram @gabbylogan 

Important information: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Pension and tax rules depend on your circumstances and may change in future. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

This week, Richard meets Joe Bauernfreund, manager of the AVI Global Trust and AVI Japan Opportunity Trust at Asset Value Investors. Joe explains why Japan is, surprisingly, years behind other countries in terms of technological capabilities and how, with markets' attention elsewhere, he sees it as a land of great opportunity. 

Enjoyed listening? Please like and subscribe for free to the ii Podcast. 

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. 

Follow us on social media: 
Twitter: twitter.com/ii_couk 
Facebook: www.facebook.com/weareii 
LinkedIn: www.linkedin.com/company/interactive-investor 
Instagram: www.instagram.com/interactive_investor 

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority

Series 2 kicks off with Gabby Logan speaking to author, political strategist and podcaster Alastair Campbell. 

Having started out as a journalist, Alastair is best known for his six-year stint as former British Prime Minister Tony Blair’s director of communications, previously serving as his press secretary while in Opposition. Despite returning briefly as an adviser to Gordon Brown and Ed Miliband, Alastair left frontline politics behind in 2003 to focus on his partner Fiona and their three children, alongside writing and raising awareness about mental health issues, drawing on his own personal experiences to help others. 

Among insight from his political career, he tells Gabby about his lifelong fear of financial insecurity, how he made a fortune busking round Europe, and the reason Fiona takes the money reins at home – and why he thinks Gordon Brown’s wife does the same. 

Subscribe to the show for free to make sure you don’t miss next week’s episode, featuring Octopus Energy founder and CEO Greg Jackson. 

The ii Family Money Show is brought to you by interactive investor (ii). 

This episode was recorded in March 2022 and is also available as a vodcast on the interactive investor YouTube channel. 

Follow interactive investor: 
Twitter @ii_couk 
Facebook /weareii 
Instagram @interactive_investor 

Follow Gabby: 
Twitter @GabbyLogan 
Instagram @gabbylogan 

Important information: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Pension and tax rules depend on your circumstances and may change in future. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

In the latest episode, Kyle Caldwell and Sam Benstead run through key takeaways for fund and trust investors from the first quarter of 2022. Among the subjects discussed is why over that time period similarly managed funds held up better than trusts. Separately, on the back of bond markets flashing a warning that a recession could be on the cards, the duo name the types of investments that would, in theory, perform well during an economic downturn. 

Later in the podcast, Jeff Atherton, who manages the Man GLG Japan CoreAlpha fund, joins the show. The fund adopts a value-style investment approach and has therefore benefited from the recent market rotation. 

Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. 

This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard is joined by Ian Mortimer, manager of Guinness Global Equity Income, to discuss the fund's objectives, holdings, and the impact of Covid on dividends. They also talk technology stocks and opportunities for dividends in this area. 

Enjoyed listening? Please like and subscribe for free to the ii Podcast. 

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. 

Follow us on social media: 
Twitter: twitter.com/ii_couk
Facebook: www.facebook.com/weareii 
LinkedIn: www.linkedin.com/company/interactive-investor 
Instagram: www.instagram.com/interactive_investor 

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority

In the latest Funds Fan podcast, Kyle Caldwell and Sam Benstead discuss whether Scottish Mortgage’s unlisted investments are overvalued and examine the most-popular funds and trusts in March among interactive investor customers. The fund manager interview is with Wise Funds’ Vincent Ropers, who is a multi-asset investor. Ropers reveals the qualities he looks for in a fund manager, offers ideas on how investors can add inflation protection to portfolios, and names a few investment trust bargain opportunities. 

Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. 

This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Gabby Logan is back for series two to talk family, finance and fame with some familiar faces. 

Each week, they'll tell her about the role money has played in their home life and professional success, revealing how their relationship with money has changed over the years, the life lessons they’ve learned along the way, and how they plan for their family's future. 

Through their experiences, you may even get a few ideas for how you can plan for yours. 

Among the series two guests are former Dragon's Den star Sarah Willingham, the founder and chief executive of Octopus Energy Greg Jackson, and the former Downing Street director of communications Alastair Campbell. 

Find us on your usual podcast app and subscribe for free now to get the first episode of the new series as soon as it comes out. You can also listen online at https://www.ii.co.uk and on your smart speaker. 

Follow Gabby on: 
Twitter @GabbyLogan
 Instagram @gabbylogan 

Follow interactive investor: 
Twitter @ii_couk 
Facebook /weareii 
Instagram @interactive_investor 
YouTube /interactiveinvestoruk 

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

After previously interviewing Nick Train and Michael Lindsell, Richard meets James Bullock, joint portfolio manager of the Lindsell Train Global Equity Fund to talk Diageo, Nintendo and his market outlook. This interview is also available as a vodcast on the interactive investor YouTube channel.

Enjoyed listening? Please like and subscribe for free to the ii Podcast.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Follow us on social media:
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Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Kyle welcomes back Mick Dillon, manager of the Brown Advisory Global Leaders fund. Mick, who was last on the podcast around a year ago, focuses on two common investing issues: false positives and false negatives. A false positive is when an investor believes a company is a good potential investment, but it turns out to be a bad company in disguise. A false negative is overlooking an investment that turns out to be a big winner.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

Important information:
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment adviser. SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future. If you are in any doubt about the suitability of a Stocks & Shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of these products, you should contact HMRC or seek independent tax advice. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

In our latest episode, Kyle Caldwell and Sam Benstead discuss investment trust dividend heroes – explaining how the ‘revenue reserve’ work in practice. The duo also run through the latest update to investors in the closed Woodford Equity Income fund – just under £141 million of assets are left to be distributed to investors. Sam also explains why the 2020s are starting to look a lot like the 1970s – and gives some tips on how to invest during inflationary periods.

Later, Stuart Gray, of Willis Towers Watson, the investment manager of Alliance Trust, joins the podcast. Gray gives his assessment of how performance has fared nearly five years on since Willis Towers Watson took over the management of Alliance Trust, which led its approach to change to a multi-manager structure.

Enjoyed listening? Please like and subscribe for free to the ii Podcast.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Follow us on social media:
Twitter: https://twitter.com/ii_couk
Facebook: https://www.facebook.com/weareii
LinkedIn: https://www.linkedin.com/company/interactive-investor
Instagram: https://www.instagram.com/interactive_investor

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Sue Noffke, lead fund manager of the Schroder Income Growth Fund, joins Richard to talk ESG(environment, social and governance), dividend cuts and generating income from UK markets.

Enjoyed listening? Please like and subscribe for free to the ii Podcast.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Follow us on social media:
Twitter: https://twitter.com/ii_couk
Facebook: https://www.facebook.com/weareii
LinkedIn: https://www.linkedin.com/company/interactive-investor
Instagram: https://www.instagram.com/interactive_investor

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

In our latest episode, Kyle Caldwell is joined by new co-host Sam Benstead, who is interactive investor’s deputy collectives editor. Sam, who joins ii from The Daily Telegraph, explains how he personally invests, naming the three active funds and one passive fund in his stocks and shares ISA. The duo also discuss the investment implications of Russia’s invasion of Ukraine, with several funds putting suspensions in place that bar investors from accessing their money.

Later, Simon Gergel, manager of the Merchants Trust, which has a bias to UK value shares, joins the programme. Gergel shares his thoughts on the market rotation benefiting value shares, and explains why the trust is on track to grow its dividend for the 40th consecutive year.

Enjoyed listening? Please like and subscribe for free to the ii Podcast.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

Follow us on social media:
Twitter: https://twitter.com/ii_couk
Facebook: https://www.facebook.com/weareii
LinkedIn: https://www.linkedin.com/company/interactive-investor
Instagram: https://www.instagram.com/interactive_investor

Risk warning: This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.