UK Investor Magazine

Alan Green joins the Podcast as we discuss and review UK Equity Markets in the first quarter of 2021.Despite the FTSE 100 posting gains of around 4% in Q1 2021, London's leading index has traded largely sideways within a range. However markets have experienced bouts of volatility on concerns over COVID-19 and rising bond yields providing plenty of opportunity for positioning for the rest of the year.Travel and Leisure shares were, unsurprisingly, among the top risers in the first quarter alongside those industries that fall into the 'value share' category such as banks, financials and commodities.We touch on the UK's small cap index and explore a number of companies posting strong gains in 2021 before detailed analysis of Echo Energy (LON:ECHO), Cadence Minerals (LON:KDNC) and Trident Royalties (LON:TRR).

Alan Green joins the Podcast as news filters through Burberry has been the first British luxury brand to feel the wrath of China over pressure on their human rights abuses. This follows similar action against Nike which sent the sports brand share price spiralling.In a Podcast packed full of commodities companies we look at the potential for China to damage the business model's of FTSE 100 miners who export commodities from Australia to China. China has recently put restrictions on Australian exports and has managed to find alternatives from other neighbours.If they decide to ramp up restrictions as part of a backlash against the West, the impact for the FTSE 100 could be devastating.We discuss Echo Energy (LON:ECHO), Union Jack Oil (LON:UJO) and Caerus Mineral Resources (LON:CMRS)

Alan Green joins the Podcast for a broad ranging discussion around the most pressing factors in financial markets.We look at the equity markets and explore the threat of inflation in the medium term and whether investors should be concerned about a policy mistake by central banks that could derail the current equity market run.NFTs have grabbed headlines in recent weeks as artwork fetched $60 million at a recent auction by Christies. Alan explains the NFT market and ties it in with the operations of a London-listed stock harnessing the wave of interest in digital artwork and collectables. We also discuss Power Metal Resources (LON:POW) and Coinsillium (LON:COIN).

Alan Green joins the UK Investor Magazine Podcast as the UK tech sell of takes a break after a week of declines. We look at the drivers of the recent sell off in the US and try to apply the lessons from the reversal to UK-listed shares.This is a task with many considerations due the sector composition of the leading indices in London and New York. The FTSE 100 dominated by commodities and S&P 500 and NASDAQ heavily weight towards technology meaning their is a sharp contrast in the weighting towards those shares classed as value stocks and growth shares. We also discuss Argo Blockchain (LON:ARB), Tertiary Minerals (LON:TYM) and Conroy Gold (LON:CGNR).

Alan Green joins the Podcast to explore the recent moves in the FTSE 100 and we pay particular attention to the house builders following the Budget.With the Stamp Duty holiday being extended and the government guaranteeing 5% mortgages, the market has reacted positively sending the shares of house builders higher.In addition, we question other underlying factors at play in the shares of house builders and how the FTSE 100 could soon become a market for the stock picker.We discuss EQTEC (LON:EQT), Xpediator (LON:XPD) and Mirriad Advertising (LON:MIRI).

SandrineZerbib, founder of Chinese online consumer platform Full Jet, joins the UK Investor Magazine Podcast to discuss key Chinese consumer trends and the evolution of the luxury market.We look at the strength of the Chinese consumer after a recent report by Morgan Stanley that pointed to consumption in China doubling to $12.7 trillion in 2030. Sandrine provides detailed insight on the Chinese online consumer markets and explains the ecosystem and key platforms used by brands to distribute their products. There are significant differences between the West's leading online platforms such as Amazon, eBay, Facebook and YouTube, and those driving online consumption in China.We pay particular attention to the luxury markets and how they have developed in recent years. For example, Burberry has enjoyed years of growth in China. With an innovative engaging model, Burberry are still seeing strong growth figures that has been helped by consumers spending their cash domestically as coronavirus restrictions prevents them spending abroad.