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UK Investor Magazine

UK banks, house builders and the furlough scheme

With Germany taking the decision to extend their furlough scheme, we look at potential scenarios for UK banks and the house builders if the UK Chancellor doesn't take similar steps.


We also explore recent updates from EQTEC (EQT) and ECR Minerals (ECR).


Sign up for the Almonty Industries Virtual Investor Presentation:


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More episodes

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  • Delivering revenue growth and increasing dividends with Adsure Services’ Kevin Limn

    11:08|
    The UK Investor Magazine was thrilled to welcome Kevin Limn, CEO of Adsure Services, to run through the business assurance specialists’ half-year report.Please visit the Adsure Services investor hub here.Adsure Services delivered stellar performance during the half-year period. Revenue grew 19%, driving gross profit 46% higher. The most important takeaway for investors was a 60% increase in the interim dividend.We explore the factors driving higher sales and how Adsure Services delivers on its growth strategy.Kevin finishes by highlighting what investors can look forward to in 2025.
  • Generative AI, technology transfer and accelerating growth in 2025 with GenIP’s Lord Willetts

    11:04|
    The UK Investor Magazine was delighted to welcome Lord David Willetts, Chairman of GenIP, to the podcast to explore the opportunity for GenIP in technology transfer and the company’s plans for the future.Lord Willetts served as Minister for Universities and Science before moving to the House of Lords. Lord Willets sees his role at GenIP as an excellent opportunity to harness his deep experience in innovation and utilise Generative AI to help University Technology Transfer Offices boost the commercialisation of new technological discoveries.We explore how GenIP is helping enhance the success rates for technology transfer and the problems GenIP is fixing for technology transfer offices.Lord Willetts finishes by outlining what he’d like to see GenIP achieve in 2024.
  • Meeting global tin demand and restarting UK production with Cornish Metals

    19:35|
    The UK Investor Magazine welcomed Fawzi Hanano, Chief Development Officer of Cornish Metals, to explore the London-listed tin miner’s recent developments.We start with tin’s broad electrical applications. Tin is a strategic metal vital in the manufacture of electric cars, computer chips, and the energy transition.Fawzi highlights the importance of tin in the artificial intelligence boom and the use of tin chips and data centres powering technology adoption.We discuss the importance of the Western world securing a reliable tin supply amid disruption in Asian markets.Cornish Metals owns 100% of the South Crofty tin mine in Cornwall. Fawzi outlines plans to bring the mine back into production and ensure the UK’s tin supply for decades to come.To finish, Fawzi highlights three things investors should keep an eye out for in 2025.
  • Investment Trust discounts, benefits versus funds and ETFs, and sector trends with Winterflood’s Emma Bird

    22:10|
    The UK Investor Magazine was delighted to welcome Emma Bird, Head of Investment Trusts Research at Winterflood, to lift the lid on the UK Investment Trust space.Visit Winterflood Fund Insight here.This podcast, which drills down into the fundamental factors at play in the Investment Trust space, is a must-listen for investors.We start by looking at narrowing in Investment Trust discounts, particularly in private asset trusts, and the factors driving share price gains against NAVs.Emma highlights particular sectors that offer value on a discount and income basis compared to the wider Investment Trust universe.We explore some individual Investment Trusts that emerged as winners from the US election as investors positioned for President-elect Trump’s policies.Emma concludes by outlining why investors should consider Investment Trusts over OEICs, Unit Trusts and ETFs.
  • A dependable, diversified, and differentiated approach to UK Equity Income with Murray Income Trust

    21:23|
    The UK Investor Magazine was delighted to welcome Charles Luke, Manager of the Murray Income Trust, to the podcast to explore the trust’s investment strategy and the factors driving investor returns.Charles outlines their approach to UK Equity Income, centring around the ‘Three Ds’: dependability, diversification, and differentiation.The Murray Income Trust retains over 50% of dividend revenue for consistent growth. The Murray Income Trust is a true dividend hero, continually increasing dividends for 51 years and yielding 4.7%.Charles details recent additions to the portfolio and shares what excites him the most about being a UK Equity Income manager over the coming 12 months.Find out more on the Murray Income Trust website
  • Accelerating adoption of Autonomous Vehicles and exceeding expectations in Generative AI with Tekcapital

    17:09|
    The UK Investor Magazine was delighted to welcome Tekcapital CEO Dr Clifford Gross back to the podcast to run through the latest developments for portfolio companies.We discuss Guident’s latest update and the accelerating growth opportunity in Autonomous Vehicles as Elon Musk joins Donald Trump’s administration. Cliff touches on the Guident IPO and what investors should expect in 2025.Cliff shares Tekcapital’s views on GenIP’s progress and whether the Generative AI company has met or exceeded expectations.We finish with a summary of recent Innovative Eyewear and Belluscura developments/.
  • Nvidia, BP, Bitcoin, and UK Banks with Marc Kimsey

    35:22|
    The UK Investor Magazine was delighted to welcome Marc Kimsey, Director at F&O Research, back to the podcast for a deep dive into a range of US and UK equities.Download Market Navigator Pro View and Chartist IdeasWe start with a look at macroeconomics and geopolitics before moving on to individual shares.We discuss Nvidia results and the implications for the wider equity market. The reaction in shares was fairly muted, but Nvidia still holds the key to the entire AI-related rally.Marc explores UK shares BP, Barclays, and Natwest. Oil prices have weighed on BP and we question how long the softness in BP can last.
  • The Evolution of UK Venture Capital and University Technology Transfer with GenIP’s Prof. David Gann CBE

    15:27|
    The UK Investor Magazine was thrilled to welcome Professor David Gann CBE, Non-Executive Director of GenIP, to the podcast for an insightful conversation around technology transfer, UK startups and Generative AI.Professor David Gann OBE explains the strides forward the UK’s venture capital industry has made over the past 20 years and the critical relationship between venture capital and University technology transfer offices.Drawing on his experience as Chair of UK Industrial Fusion Solutions, Non-Executive Director of VenCap and previous position as the Chair of the UK Atomic Energy Authority, David provides deep insight into the UK’s strengths in innovation and how technological discoveries are commercialised.
  • US election and UK budget: a tactical approach to US and UK equities with Marc Kimsey

    25:43|
    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.