UK Investor Magazine

The UK Investor Magazine was thrilled to welcome Marc Kimsey, Director of F&O Research, for a deep dive into US and UK equities in the wake of the US election and UK budget.The US election and UK budget have deep consequences for equities. Marc explores the biggest winners and losers from the most significant risk events of 2024.We discuss UK equities touching Barclays, Lloyds, Vistry, and Taylor Wimpey.Our conversation explores whether the FTSE 100 shares should just be considered an income play or whether there are any hopes of growth for the index.

The UK Investor Magazine was delighted to welcome Clifford Gross, CEO of Tekcapital, back to the Podcast for a run-through of the latest developments for portfolio companies.We welcomed Clifford to the Podcast just a couple of weeks ago to catch up on recent progress. However, after sharp moves this week in Innovative Eyewear and MicroSalt, we asked Clifford back on the podcast to provide further details about the factors driving the reratings in shares.We discuss the broad adoption of low-sodium products and the tailwinds for MicroSalt. We finish by running through Innovative Eyewear’s latest launch: safety smart eyewear.

The UK Investor Magazine was delighted to welcome Melissa Cruz, CEO of GenIP, back to the podcast to discuss the Generative AI analytics company’s technology and the real-world benefits of its services.We start by discussing technology transfer from research organisations to commercialisation, highlighting leading companies such as Google and Paypal, which started life as university discoveries.We explore the value created by technological discoveries and how GenIP is helping more of these innovation reach full commercialisation.Melissa provides deep insight into GenIP’s AI models and what differentiates them from existing services like ChatGPT.

The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, to the podcast for a comprehensive look at recent portfolio company developments. Tekcapital is a technology investment company listed on London’s AIM investing in university technology with large addressable markets.We start with discussing the GenIP IPO and the strong level of orders the company has enjoyed since launching Generative AI services. Clifford moves on to provide an update on progress at smart eyewear portfolio company Innovative Eyewear and what investors can expect in the near future.Investors will be interested to hear MicroSalt could be making significant announcements about their B2B business in the comings months. This was just a suggestion and isn’t guaranteed, but there seems to be something bubbling away with potentially ‘blockbuster’ news on the horizon.We touch on Guident and Belluscura before the Tekcapital CEO outlines what excites the company the most about the year ahead.

The UK Investor Magazine was thrilled to welcome Stephen Rosser, Investment Director and UK Counsel at the NextEnergy Capital, the manager of the NextEnergy Solar Fund, to the podcast for a comprehensive update of this year’s progress.Explore the NextEnergy Solar Fund in the UK Investor Magazine Investment Trust CentreThe big attraction to the trust for investors is the 10% dividend yield and we give the dividend policy and outlook the attention it deserves.Before that, Stephen provides a comprehensive overview of the trust and its assets, explaining the key growth opportunities in solar.The NextEnergy Solar Fund has over 100 solar assets with a capacity of 980MW making it a vital contributor to the UK’s target of 70GW capacity by 2035.

The UK Investor Magazine was delighted to welcome Melissa Cruz, CEO of GenIP, to discuss the company’s growth plans on the morning of their AIM IPO.Melissa outlines a strategy focused on recurring revenues from Generative AI services delivered to the world’s leading research institutions.GenIP helps research organisations bridge the gap between technological discoveries and commercial viability. The potential market for GenIP runs into the thousands of organisations.

The UK Investor Magazine was delighted to welcome Nick Purves, Fund Manager of the Temple Bar Investment Trust, for an insightful discussion about UK shares and the trust’s approach to value investing.Explore the Temple Bar Investment Trust in the UK Investor Magazine Investment Trust Centre.Temple Bar are value investors seeking out UK shares that trade at a discount to their intrinsic value, with an acceptable margin of error.We discuss the trust’s strategy and several holdings, including Shell, Marks & Spencer, and NatWest.We also look at the wider UK stock market, exploring the general environment for UK stocks and current valuations that are attracting takeover bids from overseas companies. Nick notes just how many of the Temple Bar’s portfolio’s holdings have been subject to takeover interest.Nick outlines the positive impact of share buybacks, which are ‘driving enormous value creation for shareholders’. This is one potential catalyst Nick sees for a rating of UK stocks.

The UK Investor Magazine was delighted to welcome City Index’s Fiona Cincotta to the podcast for a deep dive into the FTSE 100, GBP/USD, Nvidia, and the key economic events for Q4.After the Fed signalled they would cut rates in September, we explore the market positioning for a rate cut and what will happen if they don’t (however unlikely that may be).Turning attention to the UK, Fiona discusses the GBP/USD rally, the factors behind it and whether the trend is still intact. We look at the FTSE 100 and the dynamics that could take London’s leading index to fresh all-time highs.We ask Fiona the $10 trillion question – is the AI trade over? We touch on Nvidia results, which were apparently not good enough to sustain a rally in the chip maker and the wider sector.With Labour’s first Budget coming up in October, Fiona outlines the key markets in the run-up to 30th October.We finish by earmarking the markets with the most potential for volatility going into the end of the year.