On The Money
- Épisodes
- 444
- Parution
- hebdomadaire
- Dernier épisode
- 12 Nov 2026
À propos du podcast
Every week, Kyle Caldwell and guests take a look at how the biggest stories and emerging trends could affect your investments, with practical tips and ideas to help you navigate your way through. Join the conversation, tell us what you want us to talk about or send us a question to [email protected]. Visit www.ii.co.uk for more investment insight and ideas.
Épisodes 444
Why this investing strategy thrives in winter
Backing seasonal shares that have a strong track record of outperforming in the winter months is an investment strategy that’s tended to deliver the goods more often than not. Lee Wild, head of equity strategy …
Notes de l’épisode
Backing seasonal shares that have a strong track record of outperforming in the winter months is an investment strategy that’s tended to deliver the goods more often than not. Lee Wild, head of equity strategy at ii, joins Kyle to explore the reasons behind the trend and name the shares he’s chosen for his two hypothetical winter portfolios.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
Has it paid off to invest differently in the US?
With plenty of worries about the concentration of the US market, has it paid off to invest there in a less conventional manner? The team looks at different ways to invest in the US, and how they have fared.Kyle …
Notes de l’épisode
With plenty of worries about the concentration of the US market, has it paid off to invest there in a less conventional manner? The team looks at different ways to invest in the US, and how they have fared.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
How the latest Budget will affect your savings and investments
There's plenty of detail in the latest Budget, but what does it mean for savers and investors? Craig Rickman and Dave Baxter unpick the big developments and how they affect you.On The Money is an interactive …
Notes de l’épisode
There's plenty of detail in the latest Budget, but what does it mean for savers and investors? Craig Rickman and Dave Baxter unpick the big developments and how they affect you.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
200 episodes: 11 golden rules we keep coming back to
After 200 episodes of On The Money, one thing has become clear: successful investing is often less about finding the next big winner and more about sticking to a handful of proven principles. Kyle and Dave look …
Notes de l’épisode
After 200 episodes of On The Money, one thing has become clear: successful investing is often less about finding the next big winner and more about sticking to a handful of proven principles. Kyle and Dave look back on the lessons they’ve returned to time and again, sharing 11 golden rules for investors.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
Autumn Budget preview and what’s happening to state pension triple lock
Ahead of Chancellor John Healey delivering his first Autumn Budget on 28 October, Kyle is joined by interactive investor’s personal finance editor Craig Rickman to talk through the changes that may be in store …
Notes de l’épisode
Ahead of Chancellor John Healey delivering his first Autumn Budget on 28 October, Kyle is joined by interactive investor’s personal finance editor Craig Rickman to talk through the changes that may be in store, with capital gains tax rule changes dominating the rumour mill. The duo also discuss proposed changes to the state pension triple lock in 2030.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
Can this market darling finally make a recovery?
With investors focused on Taiwan and Korea, India has really fallen out of favour as a market. This week's episode looks at what could bring it back to life - and what risks investors need to bear in …
Notes de l’épisode
With investors focused on Taiwan and Korea, India has really fallen out of favour as a market. This week's episode looks at what could bring it back to life - and what risks investors need to bear in mind.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
What are investors buying? Inside the top 20 index funds and ETFs
In this episode, the focus is on the funds that are most popular among investors looking to track the ups and downs of a particular market, theme, or investment type. Kyle is joined by Dave Baxter to discuss …
Notes de l’épisode
In this episode, the focus is on the funds that are most popular among investors looking to track the ups and downs of a particular market, theme, or investment type. Kyle is joined by Dave Baxter to discuss the key trends among the top 20 most-purchased index funds and exchange-traded funds (ETFs) so far this year among interactive investor customers. The duo also look at a recently launched global ETF from Vanguard and explain why it’s important to examine how an index fund or ETF achieves its exposure, as this can differ between funds even when they track the same market.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
This sector is booming - but have investors missed the boat?
With biotech and healthcare stocks making massive gains, a sector specialist looks at what has happened - and what might come next.Important information:This podcast is intended for information purposes only …
Notes de l’épisode
With biotech and healthcare stocks making massive gains, a sector specialist looks at what has happened - and what might come next.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
Solutions to the UK’s biggest pension problems
Our just-published, market-leading Great British Retirement Survey, which draws on the experiences of nearly 8,000 people, reveals the biggest challenges facing UK pension savers and suggests a range of …
Notes de l’épisode
Our just-published, market-leading Great British Retirement Survey, which draws on the experiences of nearly 8,000 people, reveals the biggest challenges facing UK pension savers and suggests a range of remedies. Joining Kyle to discuss the key findings is Camilla Esmund, head of investor campaigns at interactive investor.
The full report can be found here: The Great British Retirement Survey 2026 - ii
The women’s wealth & investing hub mentioned in the podcast can be found here.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
Key tax and pension issues in Andy Burnham’s in-tray
This week, the focus is on the key tax and pension issues in new Prime Minister Andy Burnham’s in-tray now that the Makerfield MP has had some time to size up the tasks at hand. Joining Kyle to discuss these …
Notes de l’épisode
This week, the focus is on the key tax and pension issues in new Prime Minister Andy Burnham’s in-tray now that the Makerfield MP has had some time to size up the tasks at hand. Joining Kyle to discuss these topics, including the triple lock, is interactive investor’s personal finance editor Craig Rickman.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
Portfolio Dilemma: we tackle six investment problems
In this episode, Kyle and Dave give their thoughts on a range of topics submitted by DIY investors, including whether there’s too much crossover when owning both US and global trackers, how to decide whether to …
Notes de l’épisode
In this episode, Kyle and Dave give their thoughts on a range of topics submitted by DIY investors, including whether there’s too much crossover when owning both US and global trackers, how to decide whether to cut your losses, what constitutes a reasonably sized position, and whether to invest a lump sum now or wait.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
How to navigate extreme valuations
A respected academic metric popularised by well-known economist Robert Shiller points to valuations for the US stock market being higher only once, during the dot.com boom and bust. Joining Kyle to explain what …
Notes de l’épisode
A respected academic metric popularised by well-known economist Robert Shiller points to valuations for the US stock market being higher only once, during the dot.com boom and bust. Joining Kyle to explain what history suggests will potentially happen next is Ben Whitmore, manager of the TM Brickwood Global Value and TM Brickwood UK Value funds. Whitmore also provides his views on whether the AI theme has become overheated, explains how he approaches finding businesses on a discount while seeking to avoid value traps, and names some US and UK shares he’s viewing as opportunities.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
The overlooked defensive sectors to size up
Markets are currently obsessed with the artificial intelligence story, meaning plenty of companies are getting left behind if they don't fit the bill. This episode looks at the shares that have fallen out of …
Notes de l’épisode
Markets are currently obsessed with the artificial intelligence story, meaning plenty of companies are getting left behind if they don't fit the bill. This episode looks at the shares that have fallen out of favour, but could make your portfolio more defensive in a racy market.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
Terry Smith’s overhaul: what’s behind it and what’s changed?
Terry Smith, arguably the most famous fund manager running money in Britain today, has abandoned his buy and hold “do nothing” strategy and carried out a major overhaul of the Fundsmith Equity portfolio …
Notes de l’épisode
Terry Smith, arguably the most famous fund manager running money in Britain today, has abandoned his buy and hold “do nothing” strategy and carried out a major overhaul of the Fundsmith Equity portfolio. Joining Kyle to discuss this significant change and explain the reasons for it is Dave Baxter, senior fund content specialist at interactive investor. The duo consider Smith’s buys and sells, whether the style of the fund has changed, and whether portfolios in general are becoming too tech-heavy.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
Why this investment type shouldn’t be ignored
In our latest episode, we tackle a topic that a listener asked us to cover: how bonds work and the role they play in a portfolio. Joining Kyle to cover all things bonds is Damien Hill, manager of BNY Mellon …
Notes de l’épisode
In our latest episode, we tackle a topic that a listener asked us to cover: how bonds work and the role they play in a portfolio. Joining Kyle to cover all things bonds is Damien Hill, manager of BNY Mellon Responsible Horizons UK Corporate Bond. Areas discussed include how bonds are heavily influenced by inflation and interest rates, different risk levels, and why bond yields today offer investors greater protection compared to over most of the past 15 years.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
Top-performing funds and outlook for rest of 2026
In this half-time report, Kyle is joined by Dave Baxter to look back on the top-performing funds and sectors in the first six months of the year. The duo also consider key drivers for stock markets for the rest …
Notes de l’épisode
In this half-time report, Kyle is joined by Dave Baxter to look back on the top-performing funds and sectors in the first six months of the year. The duo also consider key drivers for stock markets for the rest of 2026, as well as suggesting funds that could help make a portfolio less exposed to Big Tech and artificial intelligence.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
What's going on in private markets and why it matters
The SpaceX IPO has highlighted how much potential there is in private companies but how do investors get exposure ahead of the game? This week’s guest, Mat Masters, Chief Executive of Caledonia Investments …
Notes de l’épisode
The SpaceX IPO has highlighted how much potential there is in private companies but how do investors get exposure ahead of the game? This week’s guest, Mat Masters, Chief Executive of Caledonia Investments, talks about the options available to investors, what they need to understand, and the risks and opportunities of investing here.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
How ISA tax rules are changing from April 2027
In a big shake-up to ISAs, it was recently announced that a new flat-rate charge of 22% will be applied on interest paid on cash within a stocks and shares ISA from the start of the next tax year on 6 April …
Notes de l’épisode
In a big shake-up to ISAs, it was recently announced that a new flat-rate charge of 22% will be applied on interest paid on cash within a stocks and shares ISA from the start of the next tax year on 6 April 2027.
The change will be implemented at the same time as other previously flagged changes, including a lower cash ISA allowance of £12,000 for those under the age of 65, and a ban on transferring a stocks and shares ISA to a cash ISA. To unpick all the details, including what the rules say about money market funds, and to run through the implications for investors, Kyle is joined by Craig Rickman, personal finance editor at interactive investor.Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
How to capture the emerging markets rally
Korea, Taiwan and other "emerging" markets have made huge amounts of money for investors in the last year. We look at what's driving it, and what to consider if you're interested in getting involved.On The …
Notes de l’épisode
Korea, Taiwan and other "emerging" markets have made huge amounts of money for investors in the last year. We look at what's driving it, and what to consider if you're interested in getting involved.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
How to build a World Cup-winning portfolio
Football fever is sweeping the nation again after the men’s World Cup kicked off. There are parallels between the beautiful game and investing, particularly when it comes to team selection. In our latest On The …
Notes de l’épisode
Football fever is sweeping the nation again after the men’s World Cup kicked off. There are parallels between the beautiful game and investing, particularly when it comes to team selection. In our latest On The Money podcast episode, host Kyle Caldwell and our head of markets, Richard Hunter, draw comparisons between investment types and positions on the pitch - goalkeepers, defenders, midfielders, and attackers. The duo also discuss the importance of having a ‘squad’ of investments that are ready to be brought on as substitutes when required.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
How to spot cheap investment trusts
The yields and discounts on investment trusts can look appealing but there's lots to weigh up. Dave Baxter asks Winterflood's Emma Bird what we should consider first.On The Money is an interactive investor (ii) …
Notes de l’épisode
The yields and discounts on investment trusts can look appealing but there's lots to weigh up. Dave Baxter asks Winterflood's Emma Bird what we should consider first.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
How to navigate the big risk worrying the pros
One of the biggest economic concerns for asset allocators is the prospect of a return to a 1970s-style period of stagflation. To discuss the reasons why a stagflation shock is on the cards, and how investors …
Notes de l’épisode
One of the biggest economic concerns for asset allocators is the prospect of a return to a 1970s-style period of stagflation. To discuss the reasons why a stagflation shock is on the cards, and how investors can attempt to navigate this risk, Kyle is joined by Tom Becket, co-chief investment officer at Canaccord Wealth. The duo discuss prospects for funds, shares, bonds, and alternative assets.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
Most-popular funds for lump sum and regular investing
In this week’s episode Kyle and Dave weigh up the pros and cons of lump sum and regular investing. The duo also run through key trends among the top 15 most-bought funds, investment trusts and ETFs for both …
Notes de l’épisode
In this week’s episode Kyle and Dave weigh up the pros and cons of lump sum and regular investing. The duo also run through key trends among the top 15 most-bought funds, investment trusts and ETFs for both approaches.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
The risks and rewards of investing in hot themes
Whether it’s artificial intelligence, space exploration or defence spending, investment themes have driven plenty of the big recent gains in markets. But the funds that target such themes can come with plenty …
Notes de l’épisode
Whether it’s artificial intelligence, space exploration or defence spending, investment themes have driven plenty of the big recent gains in markets. But the funds that target such themes can come with plenty of pitfalls.
Our latest podcast episode looks at how to get the most out of investment themes and avoid some of the biggest risks.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
Q&A episode: retirement income from £250K, IHT pension planning, and are ETFs riskier than funds?
Our latest episode answers questions sent in by listeners. Kyle is joined by Craig Rickman, interactive investor’s personal finance editor, to cover a wide range of topics including a realistic retirement …
Notes de l’épisode
Our latest episode answers questions sent in by listeners. Kyle is joined by Craig Rickman, interactive investor’s personal finance editor, to cover a wide range of topics including a realistic retirement income from a £250,000 pension pot, and how to approach fund risk scores. Do you have a question you’d like Kyle or Craig to tackle in a future episode? We would love to hear from you, and the way to get in touch with the team is by emailing: [email protected]
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
My 10-point checklist for picking smaller company shares
Smaller company shares can make for exciting investments but they carry plenty of risk. The latest episode of our On The Money podcast looks at the checks DIY investors can apply when trying to sort the winners …
Notes de l’épisode
Smaller company shares can make for exciting investments but they carry plenty of risk. The latest episode of our On The Money podcast looks at the checks DIY investors can apply when trying to sort the winners from failures. Charles Montanaro, an experienced smaller company investor, looks at some of the methods that work - and some of the lessons he has learned from a long career.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
Tax traps to be aware of and how to beat them
Frozen thresholds mean more people are being caught by an effective 60% tax rate. To discuss this topic, including providing practical pointers on how to beat this tax trap and the child benefit tax trap, Kyle …
Notes de l’épisode
Frozen thresholds mean more people are being caught by an effective 60% tax rate. To discuss this topic, including providing practical pointers on how to beat this tax trap and the child benefit tax trap, Kyle is joined by Craig Rickman, personal finance editor at interactive investor.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
Three ways to build an ISA portfolio from scratch
Putting together a portfolio to weather different conditions is no easy task, even in calmer times. For beginner investors it can be particularly puzzling, given there are thousands of funds to choose from.To …
Notes de l’épisode
Putting together a portfolio to weather different conditions is no easy task, even in calmer times. For beginner investors it can be particularly puzzling, given there are thousands of funds to choose from.
To help cut through the noise, interactive investor’s Dave Baxter has put together three hypothetical portfolios for different risk levels: cautious, balanced and adventurous. Dave joins Kyle to explain his choices and how he arrived at the mix of assets. The duo also discuss ‘hands-off’ funds for investors on the lookout for low maintenance options.
The three hypothetical portfolios can be found in the links below:
- How to build a cautious ISA portfolio
- How to build a medium-risk ISA portfolio
- How to build a higher-risk ISA portfolio
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
The outperforming funds flying under the radar
Many top funds deliver their best returns in the early years, when the portfolio is small and the investment team is hungry for success. But spotting these names before the crowd is easier said than done if …
Notes de l’épisode
Many top funds deliver their best returns in the early years, when the portfolio is small and the investment team is hungry for success. But spotting these names before the crowd is easier said than done if you're a DIY investor.
The latest episode of our On The Money podcast looks at what tools you can use, what you should look for in a fund, and some of the names that have stood out in the past.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
How to get your finances in shape ahead of big rule changes
The new tax year brings fresh annual allowances for ISAs and SIPPs. While it always makes sense to invest in a tax-efficient manner, the mantra of ‘use it or lose it’ has arguably never been as important. This …
Notes de l’épisode
The new tax year brings fresh annual allowances for ISAs and SIPPs. While it always makes sense to invest in a tax-efficient manner, the mantra of ‘use it or lose it’ has arguably never been as important. This is because from the start of the next tax year (6 April 2027) major changes come into force, with unspent pension funds subject to inheritance tax, a reduction in the cash ISA annual allowance to £12,000 for those under the age of 65, and savings tax rates increasing.
To discuss the changes and how people can use this tax year to plan ahead, Kyle is joined by Craig Rickman, personal finance editor at interactive investor.Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Important information:
This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website.The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks & Shares ISA, Trading Account, and/or any related tax treatment of these products, you should seek independent financial advice.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
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