UK Investor Magazine

Alan Green joins the UK Investor Magazine Podcast as Joe Biden is inaugurated as the President of the United States. Biden's inauguration marks the next chapter for equity market, not only because of optimism surrounding stimulus promised by his administration, but because of the removal of the last great uncertainty of 2020.With a Joe Biden Presidency, markets are now free of concerns over Trump's unpredictability, which adds to the recent Brexit trade deal and the roll out of the COVID-19 vaccine in improving market sentiment.However, with much of this positive news priced in, are markets now vulnerable to a correction with little fresh catalyst for upside on the horizon?We also discuss Eddie Stobart (LON:ESL), Destiny Pharma (LON:DEST) and Mosman Oil & Gas (LON:MSMN).

ESG has been a growing theme over the past three years and the level of interest from investors was illustrated this week this as data on ESG ETF flows in 2020 found AUM in ESG ETFs grew by 220%.Alan Green joins the UK Investor Magazine Podcast to discuss the current dynamics and what it could mean for UK Investors. We also explore three UK-listed companies that have strong ESG credentials. There is also consideration paid to oil majors listed in London and what the future holds for them given the launch of the Saudi Arabian NEOM sustainable city project that plans to build a city some 170km in length that will be careless and run entirely on renewable energy.Companies discussed on the Podcast include Tesla (NASDAQ:TSLA), NIO (NYSE:NIO), British Honey (LON:BHC), Itaconix (LON:ITX) and Open Orphan (LON:ORPH)

As we start 2021 with a bumper performance in UK equities and a 300+ rise in the FTSE 100, Alan Green joins the first Podcast of the eyar to discuss the dynamics of the rally.We have previously noted the relative value of UK shares compared to peers in the US, however the recent sharp rally may raise questions over the outlook from here and whether stocks have got ahead of themselves.Apart from Entain, who received a takeover approach, the FTSE 100's top risers in 2021 thus far all reside in the commodities sector with Glencore (LON:GLEN), BP (LON:BP), Shell (LON:RDSB) and Rio Tinto (LON:RIO) all posting gains in excess of 13% YTD.The prospect of a Biden administration and an economic reopening post-COVID has helped fuel a commodities rally but there is a noticeable divergence appearing in the share prices of oil companies when compared to miners. We explore the factors at play behind these companies and how this could develop in 2021.We also discuss Blencowe Resources (LON:BRES), Versarien (LON:VRS) and Destiny Pharma (LON:DEST).With rising metal prices a large part of the recent rally, we draw attention to Trident Royalties, who through their mining royalty business model, can provide exposure to developing mines without the high operating costs associated to junior miners:https://ukinvestormagazine.co.uk/consider-trident-royalties-for-exposure-to-metal-price-gains/

For what will be one of the last UK Investor Magazine Podcasts of 2020, Alan Green joins us for a rundown of the key themes of 2021 and a recap of how 2020 has played out in markets. Gold and oil have been particularly prevalent this year and we look at the market forces driving investors and explore whether this will continue into 2021.We also look at a number of equities including Greatland Gold (LON:GGP), ECR Minerals (LON:ECR), EQTEC (LON:EQT), Powerhouse Energy Group (LON:PHE), and the UK house builders and banks.There is also consideration paid to ESG and how this will develop next year given the surge in interest during 2020. With smaller companies innovative not to the taste of all investors we look at diversified fund such as the JLEN trust that provides 5% yield.

Alan Green joins the UK Investor Magazine Podcast for a thorough exploration of this weeks key themes including Brexit, COVID and expectations of Bank of England action.We discuss Bidstack (LON:BIDS), ECR Minerals (LON:ECR) and OnTheMarket (OTMP).

Alan Green joins the UK Investor Magazine Podcast to discuss changes to consumer trends in the UK and a number of UK-listed equites. As Ocado releases a trading statement highlighting significant growth in sales driven by the coronavirus pandemic, we question the longer term impact on traditional bricks and mortar supermarkets listed in London.Ocado trades at a materially higher price-to-sales ratio than the UK's supermarkets and we explore whether this premium is due to Ocado's technology offering or is it investors pricing in disruption to supermarket businesses in the future.The UK high street has been decimated by the growth of online shopping, particularly for clothes, but will this spread into food and grocery retailing?We also discuss Eddie Stobart Logistics (ESL), Katoro Gold (KAT) and I3 Energy (I3E)