UK Investor Magazine

The UK Investor Magazine Podcast was delighted to welcome Craig Martin, Chairman of Dynam Capital, the manager of the Vietnam Holding Investment Trust.Vietnam Holding was one of the best performing London-listed Investment Trusts in 2021. In 2022, Vietnam Holding outperformed the benchmark, but saw its share price fall in line with broad declines in Asian equities.Craig outlines how the Vietnam Holding team reacted to this volatility and highlights specific sectors and companies they took the opportunity to add to the portfolio. We discuss China and how Vietnam is benefiting from events over their northern border. Find out more about Vietnam Holding on their website here.

The UK Investor Magazine was thrilled to welcome Jonathan Hick, Fund Manager at Triple Point Energy Transition (TENT), to the podcast for a deep dive into the UK energy markets and opportunity in the energy transition. Regular listeners will remember the Q&A session from the Triple Point presentation at the UK Investor Magazine Virtual Investment Trust Conference in November and the insight Jonathan provided into the UK’s energy ecosystem.In this Podcast we delve deeper into the regulatory environment and what recent changes mean for power generation assets and TENT’s portfolio. Jonathan provides an overview of the TENT portfolio and his favourite assets. Jonathan also highlights technologies such as battery storage and green hydrogen as major opportunities for investors in the coming years. Watch Triple Point Energy Transition’s presentation at the UK Investor Magazine Virtual Conference here.

Alan Green joins the UK Investor Magazine Podcast to dive into this week’s key market themes. We look at the FTSE 100 and the China-exposed stocks leading the index higher on Tuesday. China has announced they will be looking at increasing the rollout of vaccines to the over 65s. Such a move will help reopen the economy and boost headline global growth figures.We discuss easyJet and More Acquisitions.Register for the December UK Investor Magazine Virtual Conference.

Alan Green joins the Podcast to dive into three Uk equities and the key themes driving markets this week.We discuss:Pets at Home (LON:PETS)Halfords (LON:HFD)Harland & Wolff (LON:HARL)We start by looking at the FTSE 100 and whether we could see all time highs in London’s leading index – at the same time the UK economy enters a recession. Pets at Home and Halfords were big winners during the pandemic but their shares have drifted since. We crunch the numbers from their interim updates. Harland & Wolff have received a game changing contract win for 3 battleships from the Ministry of Defence. We question how high Harland & Wolff shares could go?

The UK Investor Magazine was thrilled to welcome Matt Britzman, Equity Analyst Matt Britzman, to discuss three equities, including:BurberryIDSNVIDIABurberry has been reliant on the Chinese luxury market for some years but today’s update shows the weaker pound is creating a more diverse client base. We run through their update and how their strategy is evolving. IDS, formerly known as Royal Mail, is facing a number of challenges that have resulted in a £57m operating loss in the first half. We look at their Five Point Plan for turning the business around. We conclude with a look at NVIDIA and yesterday’s earnings updates.

We start by looking at the backdrop of rising inflation and economic uncertainty after UK inflation hit 11.1% with milk and cheese costs and main element of the higher prices.A scenario where UK inflation is rising and US inflation falling presenting an interesting set of trading possibilities, some of which we explore.SSE are investing 4x their profits in improving their infrastructure after benefitting from higher energy costs. We run through SSE’s latest half year report.Frontier IP Group invest in cutting-edge technology companies including waste management, battery storage, foodtech, robotics and agritech. We look at their recent developments.We finish the Podcast by looking at the sharp increase in Poolbeg Pharma shares.