Alexander opens with an introduction to TMT’s business and investment philosophy, then walks us through the firm’s strategy and thesis in detail.

We explore how TMT balances genuine excitement about artificial intelligence with the valuation discipline required to generate returns for shareholders.

We dig into the numbers, asking why deployed capital fell sharply in 2025 compared to the prior year, and what that tells us about how the team is reading the current opportunity set. Alexander then takes us through the portfolio’s core holdings, including the standout story of Scale AI, which delivered a 138% uplift in just eight months following Meta’s investment, and what originally attracted TMT to the business.

We also look at Bolt, now EBIT positive and active in more than 800 cities globally, and discuss how close the ride-hailing giant might be to an IPO or significant exit event. On the other side of the ledger, Alexander addresses the write-downs seen over the past year and the factors behind them.

Alexander provides insight into their thinking around balancing special dividends with share buybacks and what success looks like for TMT Investments.

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We open with the big macro picture, examining what the latest volatility in the Middle East means for equities and how investors should think about interest rates and inflation in an uncertain geopolitical environment.

From there, we turn to the UK investing environment. Dan gives his honest take on whether Britain has a cultural problem with investing, how younger generations are approaching the stock market differently, and what still needs to change.

We dig into ISAs and why so many people leave their annual allowance untouched, the most damaging myths Dan hears regularly, and his verdict on whether government policy will actually shift behaviour.

We finish with a look at how AI is transforming what retail investors can do today versus five years ago, and the most exciting applications Dan has seen emerging in the space.

We close on UK-listed companies. We ask whether Dan is optimistic or pessimistic right now, and if he had fresh money to put to work in one corner of the UK market today, where would it go?

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NB Private Equity Partners is a London-listed investment trust managed by Neuberger Berman that invests directly in a portfolio of around 90 private companies, primarily in the US.

The trust co-invests alongside top-tier private equity managers in their core areas of expertise, leveraging Neuberger Berman’s platform and relationships to access attractive deal flow. The portfolio is diversified across sectors, managers and company size, with a focus on businesses benefiting from long-term structural growth trends such as shifting consumer patterns and demographic change.

Notably, investments are typically made on a no-management-fee or carried-interest basis, and responsible investment principles are fully integrated into the process.

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Geoff talks us through the business model, its focus on recurring revenues, and what sets MediaZest apart in the digital signage and in-store media market. We explore the key contract wins driving a third increase in revenues, the outlook for new business, and how the company plans to sustain profitability and expand margins into 2026 and beyond.

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Kealan outlines Symvan’s focused approach to investing in early-stage UK technology companies, explains why the firm favours business-to-business models over consumer plays, and discusses how AI is reshaping the technology landscape.

AI isn’t anything new to Symvan Capital, which has been investing in the area long before the release of ChatGPT. Kealan provides fascinating insight into the area and where he sees opportunity.

He walks through current portfolio companies, shares lessons learned from exits, and details Symvan’s hands-on approach to supporting founders post-investment.

With £52m in assets under management and investments in 56 technology businesses since 2014, Kealan explains what sets Symvan apart from similar EIS Funds.

To learn more about investment opportunities in AI growth businesses through EIS and SEIS schemes, investors, entrepreneurs, and financial advisers are welcome to contact Symvan Capital or visit their Republic Campaign live until 20th March. Capital at Risk. 

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Sarah Prescott joined Adsure Services as CFO at the turn of the year, and this podcast is focused on the opportunity Sarah sees ahead for Adsure Services and its shareholders.

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Majedie Investments is an investment trust like no other.

Dan provides an overview of their differentiated approach, which allocates the portfolio across direct investment, special investments, and external fund managers.

The portfolio contains UK stocks such as Weir Group, a copper-focused ETF, and uranium investments that can’t be named, as well as investments with deeply specialised fund managers that UK retail investors simply don’t have direct access to.

Find out more about Majedie Investments here

The conversation explores their contrarian philosophy. Most investors forecast markets. Marylebone doesn’t. Their portfolio deliberately diverges sharply from global equity indices. They explain why non-consensual thinking matters and why they’ve avoided the mega-cap U.S. stocks that dominate benchmarks.

The U.S. has led global markets for over a decade. But Higgins and Bloomer question whether this regime is permanent. They dig into America’s position as a net debtor to the world and explain why the net international investment position should matter to investors.

Emerging markets have disappointed for years. Yet that long underperformance may be the opportunity.

Bloomer, fresh from another research trip to China, addresses what investors misunderstand about Chinese policymakers and outlines the country’s deep appeal. We explore ideological risks shaping markets today.

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Join us for an in-depth conversation with Craig Martin, Chairman of Dynam Capital, the investment manager behind Vietnam Holding (VNH). As Vietnam celebrates its newly acquired emerging market status and its equity index reaches record highs, Craig shares his insights on one of Asia’s most dynamic investment opportunities.

Find out more about Vietnam Holding here.

We explore the immediate impact of global tariff pressures on Vietnam’s economy and equity markets, examining how the country is adapting to these headwinds. Looking beyond short-term challenges, Craig discusses Vietnam’s economic transformation over the past year and whether the recent upgrade to emerging-market status has triggered the anticipated institutional inflows and IPO activity.

With Vietnam’s leadership targeting ambitious 10% GDP growth, we assess what’s needed to achieve this milestone. Craig provides his perspective on why some may be underestimating Vietnam’s economic resilience.

The discussion turns to portfolio strategy, with Craig walking through significant rebalancing decisions over the past year and highlighting where he sees value entering 2026. We examine specific holdings and new positions, exploring how attractive valuations and strong economic fundamentals are shaping investment decisions at a time when many Vietnamese stocks remain compelling on a P/E basis.

Craig concludes by sharing what excites him most about the year ahead for Vietnam’s equity markets and the opportunities available to investors willing to look beyond headline risks.

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Download Morningstar’s Outlook and Top Picks for 2026 here.

Michael shares his key themes and macro outlook for the year ahead, outlining what will differentiate 2026 from 2025. We dive into sector-level analysis across his coverage universe, identifying which areas appear overvalued or undervalued heading into the new year.

The discussion covers geographical opportunities, with particular focus on how the UK compares with global markets and which countries offer the strongest potential. Michael reveals Morningstar’s specific stock picks for 2026, with detailed analysis of UK constituents, including Persimmon’s continued appeal in the housebuilding sector and the catalysts that make Diageo an intriguing opportunity.

We conclude by assessing the overall investment case for 2026, weighing current valuations against the macro backdrop to understand Michael’s level of conviction and what opportunities he finds most compelling for the year ahead.

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Learn more about TheCarCrowd here.

David reveals how fractional ownership is democratising access to one of the world’s most resilient alternative asset classes.

In this conversation, David explains why collectible cars have historically delivered strong returns but remained locked away from everyday investors, and how TheCarCrowd’s proprietary technology platform is changing that.

With over 40 cars funded and nearly 6,000 members, he shares key insights on transforming a niche concept into a scalable business, the complexity of building a fractional-ownership infrastructure that actually works, and why uncertain markets are driving accelerated demand for tangible, passion-driven investments.

David also discusses the strategic decision to build their own tech platform, Syndi, its potential applications beyond cars, and why now is the right time to open TheCarCrowd to investors.

We also learn of an exciting update on the technology’s SaaS rollout to new partners.

Visit TheCarCrowd’s Crowdfunding page here.

He outlines where new capital raised during the crowdfunding campaign will have the biggest impact and shares his vision for what success looks like as the business scales into its next phase of growth.

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Register here to learn how to identify stocks with a higher probability of market outperformance

The podcast explores Stockopedia’s NAPS (No-Admin Portfolio System) portfolio, which has achieved remarkable returns of 345% since inception, approximately 15% annualised, over 11 years.

The 2025 portfolio generated a 32% return with a 75% hit rate (15 winners out of 20 positions), outperforming 208 out of 209 fund managers in the IA UK All Companies sector, according to Stockopedia data.

This success was achieved with just one hour of work per year, focusing on unloved UK value stocks rather than chasing popular US tech stocks.

The discussion centred on moving investors from being “gamblers” chasing story stocks to becoming “craftsmen” following systematic, rules-based approaches. The NAPS strategy uses Stockopedia’s StockRanks system, which evaluates stocks from 0-100 based on three factors: Quality (profitability), Value (cheapness), and Momentum (price strength).

The portfolio employs a “3D Process” – Drivers (high-ranking stocks), Diversity (20 stocks across 10 sectors using a “Noah’s Ark” approach), and Discipline (annual rebalancing).

The 2025 portfolio’s success stories included gold stocks Serabi Gold and Metals Exploration (both up over 160%), and several takeover targets like Alliance Pharma (+41%). The podcast emphasised that good, cheap stocks attract buyers, particularly in the unloved UK market where low valuations create abundant takeover activity. Even the portfolio’s worst performer, Hikma Pharmaceuticals (-25%), didn’t sink overall returns due to proper diversification.

Register here to learn how to identify stocks with a higher probability of market outperformance

The podcast concluded by teasing the 2026 NAPS portfolio, due for publication on January 1st, which features takeover-candidate recovery stocks with an average 3.7% yield, including household names like Vodafone and GSK alongside small-cap turnarounds. A webinar was announced for January to teach the 3D process in detail, reinforcing the message that systematic, evidence-based investing should be “fun, profitable, and less emotional.”

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Please find out more about the Open Forest Protocol here.

Open Forest Protocol is on a mission to boost transparency and digitalise forest restoration by enhancing investors’ access to information. 

The voluntary carbon credit market is set to be worth $100 billion by 2050, and Open Forest Protocol believes enhancing verification channels is key to achieving this.

The company is a World Economic Forum UpLink Top Innovator and already has 300 live projects.

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Find out more about Roam Electric here.

Roam Electric is a Swedish-founded, Kenyan-based company transforming African mobility by manufacturing affordable, durable electric motorcycles designed specifically for local conditions.

The company addresses a critical problem: Africa’s 25 million motorcycles are predominantly petrol-powered, costly to operate, and heavily polluting. With fuel costs having increased 123% over five years and air pollution linked to 1.1 million premature deaths, Roam’s electric motorcycles offer a solution that is 80% cheaper to run than conventional petrol bikes.

The company has achieved remarkable traction, capturing 40% of Kenya’s electric motorcycle market and partnering with major platforms including Uber, Bolt, DHL, and M-KOPA.

The Financial Times recognised Roam as one of Africa’s fastest-growing companies in 2025, with revenue growth of 550% between 2020-23 and annual recurring revenue of €7.5m.

Roam operates East Africa’s largest electric motorcycle assembly plant at 10,000 square metres and holds what it believes is the only manufacturing licence in Kenya.

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This time, we focus on critical metals and AI infrastructure.

Download the 'Critical Minerals in AI Infrastructure' report.

This episode explores AI infrastructure’s material demands and the data centre waste recycling opportunity.

We look beyond AI’s power consumption to the physical metals driving the technology and their end-of-life value.

The conversation examines specific metals in GPUs and AI hardware, assessing how infrastructure buildout affects global metal demand and how recycling is a key element to securing future supply.

Krystal details which AI infrastructure metals urban miner Majestic recovers, their current exposure to data centre waste, and the projected growth in this segment.

We finish by looking at how Majestic is positioning to capture the opportunity.

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Find out more about Finsbury Growth & Income

Fund manager Nick Train discusses his investment strategy for the Finsbury Growth & Income trust, with particular focus on the role of digitalisation and artificial intelligence in the portfolio.

Train explores the trust’s objectives and strategic approach to meeting them, whilst addressing the long-standing undervaluation of UK equities and potential catalysts for a market re-rating.

He explains his preference for a concentrated investment approach over broader diversification and the value creation enabled by data analytics in data-intensive companies.

The conversation examines the trust’s positioning towards AI technologies and its framework for evaluating technology investments.

Train shares insights on several key holdings, including RELX, LSEG, and Rightmove, discussing what makes them compelling investments and how they’re performing against expectations.

We also discuss the consumer element of the portfolio and why Nick sees value in names such as Diageo and Burberry.

The discussion concludes with Train’s outlook for the year ahead and what particularly excites him about future opportunities in the digitalisation and AI space.

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Find out more about Occuity on Republic here.

Occuity is developing handheld, non-contact devices that use the eye as a window to the body’s health.

The company’s patented optical technology already addresses glaucoma and myopia, while future products will target disease screening and, ultimately, a non-invasive glucose meter for diabetes monitoring.

Occuity enables screening of glaucoma, myopia and diabetes through optical MedTech backed by 15 patents and £4 million in grant funding. Its first product is selling globally through 19 distributors. The company has established a proven platform with a strategic pipeline of products in development.

The company has been busy forging commercial partnerships and is well placed to push forward with its growth strategy on the completion of their current fundraising round.

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Please register for the Aquis Showcase here using the code ‘UKINVEST’ for a 20% discount

The Smarter Web Company provides web design, development and online marketing services on a subscription model, comprising an initial setup fee, annual hosting charges and optional monthly marketing fees. The business has identified opportunities to expand these core service offerings to its existing client base.

Beyond organic expansion, The Smarter Web Company is pursuing a strategic acquisition programme to increase its client portfolio and recurring revenue streams. Management will evaluate potential acquisitions on a selective basis, proceeding only when market conditions and strategic fit align with their objectives.

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Please register for the Aquis Showcase here using the code ‘UKINVEST’ for a 20% discount

Newbury Racecourse, established in 1904, has been publicly listed since 1982.

The venue hosts 28 horse racing fixtures annually across National Hunt and Flat racing, supplemented by additional meetings allocated by the British Horseracing Authority.

Beyond racing, the company runs conferences, exhibitions and events, whilst also operating The Rocking Horse Nursery (accommodating over 150 children up to age four) and a 36-bedroom on-site hotel.

It also owns the freehold on 13 apartment blocks around the track.

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Find out more about Tradu here.

In this episode, we dive deep into the Bank of England’s latest interest rate decision and its unexpected implications, explore the potential trajectory of the BoE’s rate cuts heading into the next meeting, and analyse what the GBP/USD pair’s immediate reaction signals about currency markets.

Russell shares his expert perspective on critical questions shaping investment strategies: Is the current budget a bond market narrative or something more nuanced? Could the FTSE 100 reach the psychological 10,000 milestone before Christmas? We also examine growing concerns about AI’s impact on the US dollar and break down Palantir’s dramatic market reaction.

Looking to the year-end, Russell outlines where he sees the biggest trading opportunities, offering actionable insights for traders.

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Please register for the Aquis Showcase here using the code ‘UKINVEST’ for a 20% discount

Time to Act is an Aquis-listed aggregator platform that builds and acquires businesses in the SME cleantech and renewables engineering sector. Operating under a “Best Owner” principle, Time to Act provides patient-to-permanent capital and strategic support to early and later-stage companies, filling a gap left by the VCT industry.

The platform combines a lean corporate structure with capable business-level management teams, offering portfolio companies access to strategic planning, commercialisation advice, financial expertise, and technology support. Unlike traditional funds, Time to Act operates as a hands-on business operator focused on long-term value creation.

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Find out more about the Rights & Issues Investment Trust here.

Matt discusses what sets his fund apart from peers, the practical implications of being style agnostic, and his views on the UK economy and emerging opportunities.

We look at the trust’s dividend and whether its 3% yield is by design or a byproduct of selecting high-quality UK small and mid-cap companies.

We also cover his confidence amid the recent wave of IPOs, allocation themes within the portfolio including recent additions, and what it means to manage a UK smaller company fund in today’s market environment.

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Ail Arian is revolutionising printed electronics with patented, recyclable silver conductive inks that achieve a 94% recovery rate.

Find out more about Ail Arian here.

The company addresses critical sustainability challenges in the electronics industry—precious metal depletion and stringent environmental regulations—while helping manufacturers drastically cut CO2 emissions and manufacturing waste.

Their innovative design-for-recycling approach creates the first circular ecosystem for printed electronics. This enables customers to reduce e-waste, comply with emerging legislation like ESPR and PPWR, and meet ESG commitments.

The global conductive inks market, valued at $2.73B in 2023, is projected to reach $3.98B by 2032. Ail Arian has already developed a working MVP with positive early customer feedback and secured key development partnerships through signed MOUs.

As a CleanTech StartUp of the Year Finalist 2025, they’re positioned to capture market share by selling sustainable silver inks while allocating investment toward R&D and marketing to scale their circular manufacturing solution.

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The discussion begins by examining the Bank of England’s monetary policy constraints and whether rate cuts can deliver meaningful market impact, given current inflation rates.

The conversation then turns to global equity valuations, questioning whether elevated price levels represent a genuine concern or simply reflect the natural progression of market appreciation.

This leads into artificial intelligence, weighing whether the sector is experiencing a speculative bubble or if current valuations can be justified by future earnings.

We look at the current US earnings season, highlighting standout companies and the key takeaways.

With the FTSE 100 trading near record highs, we explore which sectors present the most compelling value opportunities for UK investors.

Neil provides his view on the gold rally and whether it can be sustained.

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Find out more about Tradu here.

Zero-commission trading is breaking down barriers for retail investors and making financial markets more accessible to everyone seeking to secure their financial futures.

We explore the pros and cons of zero-commission and the practices investors should be aware of.

Brendan discusses Tradu’s approach to zero-commission trading and the values that guide their offering for traders and investors.

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We discuss revenue fluctuations, margin expansions, and how the firm is dealing with trade tensions. The conversation addresses the tariff headwinds that have challenged the industry and examines whether stabilisation is finally on the horizon.

Majestic has boldly reiterated its ambitious target: 100,000 tonnes of processing capacity by 2030. How will they get there? We discuss the Wrexham expansion and intensified UK sales efforts that are paving the way. The UK market has clearly captured Majestic’s attention, and we explore exactly what makes it so attractive.

There’s also an exciting dimension to the company’s growth strategy. Majestic is increasingly focused on AI infrastructure supply chain, positioning itself to benefit from the AI boom. What does this mean for future revenues? Krystal shares Majestic’s perspective on this rapidly evolving opportunity and reveal what investors should be watching for during the remainder of 2025.

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Conscious of being overly political, we analyse the key drivers of the UK property market, touching on government policy, supply and demand dynamics and the immediate outlook for the market.

We frame our conversation around the market opportunity for FTSE 100 housebuilders, examining current share prices and where they may be headed next.

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Odysse is building the UK’s first all-electric, AI-powered ride-hailing fleet, already achieving ~£1M annual revenue and a five year contract with Bolt. In this episode, Anant explains the inspiration behind Odysse, the problems it is solving for drivers and riders, and how its model improves the service of incumbents like Uber and Bolt.

The conversation also covers Odysse’s rapid growth plans, scaling from 30 vehicles today to 3,000 by 2030, targeting £100M in revenue, and how funds from the crowdfunding campaign will accelerate this expansion. For listeners inspired by Odysse’s mission, this episode shows how to experience the service and get involved in the investment opportunity.

Visit their Republic page.

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GenIP CEO Melissa Cruz joins us to discuss the company’s milestone first half-year as a publicly listed entity. Fresh off releasing their inaugural half-year financial results, Cruz offers a candid assessment of how the business has performed since going public and the progress the company has made.

The conversation delves into both the numbers and the operational story behind them, exploring what’s working well and where the company is focusing its energy. Cruz also unveils GenIP’s updated commercial strategy, which includes several new product launches set to reshape the company’s offerings. 

A particularly interesting segment focuses on GenIP’s plan to shift its client composition, targeting corporate clients to represent up to 45% of the mix. Cruz explains the benefits of increasing the number of corporate clients and what it means for the company’s long-term positioning. 

The episode concludes with Cruz sharing the three developments that most excite her about the year ahead, offering listeners a glimpse into the CEO’s strategic priorities.

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Find out more about Tradu here.

This episode dives deep into how brokers are leveraging artificial intelligence for fraud detection, trade execution, risk management, and personalised client experiences.

We examine how AI transforms the investor experience through faster execution, smarter analytical tools, and more accessible market insights. Featured discussion on Tradu’s Analyst AI reveals cutting-edge functionality and development insights that are reshaping how clients interact with financial data.

But what are the risks? We tackle the dangers of over-reliance on AI, opaque decision-making processes, and algorithmic biases.

Looking ahead, we explore whether AI will democratise investing by making markets more efficient and empowering retail investors—or if it will widen the gap between professionals and everyday traders.

A must-listen for anyone curious about the future of finance and technology’s role in investment decision-making.

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Find out more about Aurora UK Alpha here.

In this episode, listeners will learn how Aurora applies time-tested investment principles from legends such as Warren Buffett and Charlie Munger to identify undervalued opportunities in the UK market.

The discussion explores why Aurora sees compelling value in UK-listed companies, particularly those with domestic-focused business models that many investors are overlooking. You’ll learn about their rigorous research methodology for evaluating consumer-facing businesses and gain insights into their concentrated portfolio approach.

Hear detailed case studies of key holdings, including why Barratt Redrow stands out in the competitive homebuilding sector and the strategic thinking behind Phoenix’s unusual takeover of funeral services provider Dignity. Kartik also discusses their patient investment philosophy – including their “propensity to do nothing” – and whether market volatility in 2025 prompted any new investment actions.

The conversation concludes with their compelling case for why investors should consider Aurora UK Alpha in their portfolios, plus book recommendations for anyone interested in deepening their investment knowledge.

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Find out more about the Tweakments Guide on Crowdcube here.

The Tweakments Guide is a trusted UK platform offering expert, unbiased content on aesthetic treatments and skincare. Through articles, videos, a newsletter, social media and events we help consumers make informed choices, connect with top practitioners and buy skincare products.

The aesthetics advice platform has achieved £389k revenue and £114k EBITDA in 2024 without external investment.

Founded by management with deep experience in aesthetics journalism, the company addresses consumer confusion in the aesthetics market by providing trusted, comprehensive guidance on treatments and skincare options.

Growth across all channels demonstrates strong consumer demand for unbiased advice in a sector where people fear making costly mistakes. The platform helps users navigate treatment choices based on their specific objectives and budget constraints.

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The trust has earned AIC Dividend Hero status and won Best Income Trust at the Online Money Awards. The trust is among the best performing AIC equity income trusts over the past 52 weeks on a NAV growth basis while maintaining an attractive 6% yield.

Find out more about Aberdeen Equity Income Trust here.

The conversation begins by exploring Moore’s distinctive approach to UK equity investing and what sets Aberdeen Equity Income Trust apart from its peers. We delve into the trust’s index-agnostic approach to portfolio construction and how it enhances the trust’s payouts.

Thomas provides his view on the current UK political environment and the implications for UK shares.

Financials dominate the trust’s portfolio, Thomas explains the attraction of the sector and what the future holds. We explore portfolio companies including HSBC, BP, Coats and Ithaca Energy. Thomas also provides his view on the housebuilders.

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Adsure Services revenues grew 7% in the year ended 31 March 2025, while EBITDA soared 35%.

Strong financial performance driven by fresh contracts helped support a 15% increase in the dividend.

Vicky outlines Adsure’s near-term plans and the expected benefits of deploying their proprietary AI tool later this year.

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The Polar Capital Technology Trust aims to be at the forefront of this transition, seeking to identify and invest in the real drivers and beneficiaries of AI adoption – carefully navigating powerful technologies while positioning for long-term growth.

Find out more about the Polar Capital Technology Trust here.

Alastair outlined Polar Capital Technology Trust’s disciplined approach to investing in the technology sector, emphasising how the fund navigates the inherent challenges of a high-growth sector that’s often susceptible to market hype and speculation.

The conversation explored the significant turbulence experienced by technology stocks in the first half of the year, followed by a strong recovery that pushed markets to new highs. Alastair provided insights into the underlying drivers of these movements, including macroeconomic factors, investor sentiment shifts, and sector-specific catalysts that influenced the dramatic market swings.

A significant portion of the discussion focused on the market concentration within the “Magnificent Seven” technology stocks, several of which feature prominently in PCT’s top holdings. Alastair addressed the critical question of what market conditions and developments would be necessary to achieve broader market participation beyond these mega-cap technology leaders.

Looking ahead to potential market broadening, Alastair highlighted specific investment opportunities that PCT is particularly excited about. The discussion covered sectors and companies positioned to benefit from a more diversified technology rally and the fund’s strategy for capitalising on these emerging themes.

The podcast delved deep into the artificial intelligence investment theme, examining how returns have been predominantly driven by semiconductor companies and infrastructure providers – the “enablers” of AI. Alastair discussed the fund’s perspective on identifying the next wave of AI “beneficiaries” and highlighted early success stories beyond the traditional “picks and shovels” approach to AI investing.

Drawing on recent earnings from technology giants Meta and Alphabet, the conversation addressed the “incumbent’s dilemma” and the massive AI-related capital expenditure commitments from hyperscale cloud providers. Alastair provided his assessment of whether current spending levels are justified by potential returns and market opportunities.

The discussion explored PCT’s approach to measuring AI market health, including their analysis of AI tokens processed as a key barometer. Alastair explained what tokens represent in the AI ecosystem and outlined other metrics the fund monitors to gauge the sustainable growth of artificial intelligence applications.

A forward-looking segment focused on Alastair’s views on “Agentic AI” as the next significant step toward Artificial General Intelligence. The conversation covered what distinguishes agentic AI systems, their potential applications, and the investment opportunities this evolution presents for technology investors.

The podcast concluded with Alastair’s perspective on the most compelling aspects of investing in the AI era, discussing long-term trends and opportunities that have PCT particularly optimistic about the years ahead in technology investing.

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With over 200 venues waitlisted and partnerships lined up with UCAS and Dig-In, Panda lets students pay later at bars and pubs, while helping operators boost footfall and revenue.

Now opening to investors via Crowdcube, Panda is beginning to gain traction in a £20Bn market.

We discuss the platform’s go-to-market strategy, unique credit model with SteadyPay, and big plans for scaling across the UK and beyond.

Find out more about Panda here.

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Krystal starts by outlining Majestic Corporation’s critical minerals recycling business model, detailing the specific forms of waste the company processes, and the precious and non-ferrous metals Majestic returns to the supply.

Majestic Corporation recently reported a 67% increase in full-year revenue – we lift the lid on the company’s financial performance and look forward to what investors can keep an eye out for in the year ahead.

We discuss the massive opportunity in the UK for Majestic’s operations and their plans to accelerate growth in the UK.

Working towards a goal of processing 100,000 tonnes of waste per year by 2030, Majestic has announced plans for a new 50,000 sq. ft. facility in Wrexham, Wales.

Find out more about Majestic here.

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This is a podcast for UK equity enthusiasts.

We start by exploring the Shires Income approach to achieving a market-beating yield for investors, touching on the portfolio’s composition and key objectives.

Find out more about Shires Income here.

Shires Income is one of the few UK equity income trusts to trade at a premium recently – we ask Iain what he believes the driving factor behind this is.

Iain naturally moves on to the trust’s screening and the types of stocks the managers seek out for inclusion in the portfolio. We discuss balancing an attractive yield with growth and the key attributes Shires require in their portfolio companies.

Shires Income has a notable weighting to fixed income assets, such as preference shares, and we dedicate a segment to the benefits of holding these assets.

Iain provides a deeply insightful breakdown of a selection of Shire’s portfolio companies, really lifting the lid on their investment thesis and what the team likes about the companies.

Companies covered include Greggs, NatWest, Morgan Sindall and Midwich.

Iain finishes by outlining what excites him the most about the year ahead.

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This comprehensive discussion explores the current landscape for LV, covering everything from asset allocation strategies to geographic positioning in today’s market environment.

The conversation begins with an overview of what investors can expect from LV portfolios in the current climate. The discussion then delves into the balancing act between fixed income and equities, particularly relevant as stock markets hover near all-time highs.

A significant portion addresses recent market turbulence. Specifically, the conversation covers tactical responses to Trump tariff-related volatility and the practical steps taken to navigate this uncertainty. The geographic focus shifts to the UK market, examining current exposure levels, assets under management allocation, and future development prospects in this key region.

Global positioning takes centre stage as the discussion reveals current over- and underweight positions across different geographies.

We discuss specific investment vehicles. Individual picks such as gold and Nvidia are analysed, providing concrete examples of how broader strategy translates into actual portfolio construction and security selection.

Adam finishes with a forward-looking perspective on the year ahead. Key opportunities are identified and assessed, offering listeners actionable insights into where the most promising prospects may emerge in the coming months.

Find out more about LV here.

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This podcast explored the current global economic landscape and investment strategies for the second half of the year.

The discussion focused on the outlook for global growth and its impact on market sentiment, with a particular emphasis on the emerging concept of “resilience” in European and emerging markets.

The conversation examined the concentration risk posed by the “Magnificent Seven” tech stocks dominating US equity gains and explored the need for diversification in a concentrated market environment.

We address immediate market concerns around the upcoming US tariff deadline on July 9th and how clients are positioning their portfolios accordingly.

Dan outlines the potential implications of tariffs on US inflation and whether this could undermine the Federal Reserve’s traditional monetary policy effectiveness and credibility in meeting its dual mandate.

The conversation concluded with recommendations on asset allocation shifts, geographical diversification strategies, and sector-specific opportunities.

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We cover US exceptionalism, AI stocks, oil, EUR/USD, and Bitcoin.

Fiona provides her view on US exceptionalism and how US stocks may perform compared to European stocks in the coming periods. We explore recent volatility and question whether there is an element of complacency creeping into markets.

We run through Bitcoin and crypto markets and look at the factors that could drive prices in Q3 2025. Fiona explains the seasonal impacts on Bitcoin and why this year could be different.

Fiona finishes with her view on the biggest opportunities and risks for the remainder of 2025.

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Explore Altilium on Republic here.

Altilium is a UK clean technology company that recycles old EV batteries into sustainable battery materials, supporting Britain’s transition to net-zero emissions. The firm aims to create a circular economy by recovering critical minerals like lithium, nickel, and graphite from waste streams rather than mining new resources.

Having won investment from SQM, the world’s largest lithium producer, Altilium is gaining the attention of industry leaders and is preparing for the next phase of its journey.

Their EcoCathode™ Process

Altilium’s proprietary green recycling technology transforms used EV batteries and manufacturing waste into high-purity materials needed for new battery production. The process achieves 95% recovery of critical minerals, 99% recovery of graphite, and produces 24% lower emissions compared to conventional recycling methods.

By 2040, the company projects that UK battery recycling could supply half the critical minerals needed for domestic EV production, reducing import dependence and strengthening energy security whilst decarbonising the automotive supply chain.

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Learn more about Adsure Services here.

TIAA Insight is Adsure Services’ proprietary artificial intelligence tool designed to improve operational efficiency within their subsidiary, TIAA Ltd, which provides internal audit and business assurance services.

The AI tool is built using a closed-source large language model trained exclusively on TIAA’s own data rather than open internet sources, ensuring privacy and security for their government-funded clients, including emergency services, educational institutions, and housing associations.

The tool forms part of Adsure’s strategy to strengthen its position as the preferred provider to the UK public sector through technological advancement.

Developed with an Innovate UK grant in 2023, TIAA Insight will first enhance internal processes before Adsure potentially explores licensing the software to external parties.

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CEO Dr Clifford Gross starts by running through Tekcapital’s 2024 financial performance and the 40% uplift in the group’s portfolio value.

The conversation quickly moves to generative AI and the company’s plans to make further investments in the sector. Gross outlines and interest in early-stage Agentic AI startups. 

We touch on the autonomous vehicle safety company Guident and preparations for its NASDAQ IPO, framed in the context of the rapid adoption of the technology in the United States.

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Register for ‘The Smarter Way to Build a Market-Beating Share Portfolio‘ webinar here.

Stockopedia provides investors with proprietary analysis tools to assist their stock selection. Based on a QVM philosophy (Quality, Value, and Momentum), these tools give investors the data required to build their own rules-based portfolio. Ed outlines the methodology behind the philosophy and the key company characteristics it seeks out.

Ed provides deep insight into Stockopedia’s NAPS portfolio built on the philosophy, outlining the stock selection methodology behind the portfolio that has returned an annualised 13% since inception, outperforming the S&P 500.

We discuss NAPS best performers since its inception, including Games Workshop, Dart Group and Jet2.

Rules-based investing can help remove the emotional element of investing. Ed discusses how investors can help manage the psychology of investing to focus on the core metrics of a company’s performance.

Discover the strategy that’s outperformed every UK equity fund over the past decade. Join a free webinar with Ed Croft, CEO & Co-Founder of Stockopedia, as he reveals how everyday investors can build a market-beating stock portfolio.

Register here.

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Find out more about Cepro on Crowdcube here.

Cepro is an award-winning smart grid developer and operator based in the UK, specialising in developing and operating residential smart grids for new UK homes, combining solar power, battery storage and electric vehicle charging infrastructure.

The firm’s vision centres on decarbonising and decentralising home energy whilst helping housebuilders deliver all-electric, future-proof homes at reduced costs.

Cepro is addressing the challenge of high-carbon, gas-reliant centralised home energy systems at a time when housebuilders face mounting regulatory pressure and costs to deliver low-carbon infrastructure.

We discuss the company’s pipeline of commercial proposals covering over 11,000 homes and how Cepro aims to scale through strategic partnerships with builders in the growing UK new-build market.

Find out more about Cepro on Crowdcube here.

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Dunedin Income Trust takes a total return approach to UK and European equities to achieve a dividend yield of 4.8%.

Find out more about Dunedin Income Growth

We explore the trust’s stock selection process, and Rebecca provides deep insight into their selection process and how they identify high-quality companies that offer both growth and a sustainable income yield.

The podcast highlights several of Dunedin Income Growth’s portfolio holdings and Rebecca provides a fascinating overview of their investment thesis for holdings such as Assura, Chesnara and M&G.

Rebecca explains the opportunity in the trust’s shares ‘triple discount, which encompasses the attractive valuation of UK equities generally and the trust’s share price discount to NAV.

We discuss the macro influences that could support the trust’s holdings and why Dunedin Income Growth is a good choice to ride out tariff-induced volatility.

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This Podcast is essential listening for all individual equity and investment trust investors.

Dan starts by explaining their ‘liquid endowment’ approach to managing Majedie Investments, outlining their objective to deliver returns in excess of inflation through a deeply diversified and unique portfolio of equity-based investments.

Explore Majedie Investments here.

The Majedie Investments portfolio is constructed through allocations to three clear strategies: external managers, special investments and direct investments. Dan’s explanation of each strategy is truly fascinating, and the combination of the strategies creates a unique proposition for investment trust investors.

Dan explains why the trust should be considered by investors seeking an alternative to the US tech trade and why portfolios like Majedie’s could outperform over the next decade.

We address the current market volatility. Dan shares his views on navigating Trump-induced trade tensions and their implications for Majedie Investments.

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Harald provides an update on Guident’s IPO (30 min), detailing the imminent filing with the SEC. We discuss how Guident is bolstering the team ahead of listing on the NASDAQ.

Guident recently launched its MiCa shuttle in West Palm Beach. We explore the rollout and what’s next in the MiCa shuttles’ expansion across the US.

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We start by looking at the group’s transition from a trading company to a REIT and the tax benefits for investors. Taking a broad view of Grainger’s proposition to investors, Rob notes the ability of retail investors to gain exposure to the UK rental market through an ISA by buying Grainger shares.

Grainger’s total rental income is up 15% in the early stage of their financial year. We look at the factors driving growth and the momentum the company is building in the build-to-rent sector. 

We explore Grainger’s 5,000 property pipeline and the expected uplift in earnings. 

Rob outlines the technological capabilities of the business and how the company’s CONNECT platform is designed to facilitate future growth and improved margins. 

We discuss Grainger’s dividend track record and how the dividend will evolve as Grainger transitions to a REIT.

Rob finishes by detailing what excites him the most about the year ahead.

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CEO Melissa Cruz and CFO Kevin Fitzpatrick outline the AI analytics company’s progress since their AIM IPO and the traction they’re gaining with global technology transfer offices. 

Kevin provides a run-down of recently released full-year results and insight into GenIP’s cost base. 

Melissa explains their relationships with clients and the positive feedback they’ve received. We discuss targets for profitability this year and whether GenIP are still on track to become profitable in 2025. 

We discuss recent contract wins and the launch of new products later this year.

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The India Capital Growth Fund Investment Trust specialises in high growth Indian equities and has returned over 41% over the past three years.

Please find out more about the India Capital Growth Fund Investment Trust here.

We explore the trust’s approach to Indian equities and the drivers of performance in recent years. We also question whether these drivers remain intact and delve into the key factors behind the Indian growth story, which are likely to persist in the coming years.

We address tariff volatility and Gaurav provides his thinking on recent developments, which prove to be a breath of fresh air. The trust sees volatility as an opportunity to secure high-growth companies at more favourable valuations and is confident the composition of the Indian economy means it is one of the best protected from Donald Trump’s tariffs.

Gaurav outlines a number of portfolio companies, and we finish by looking at the outlook for Indian stocks.

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Get the full list of Dividend Heroes here.

We explore the underlying asset classes the AIC’s dividend heroes invest in and why these asset classes are supportive of consistently growing dividends.

Nick explains the structural advantages of investment trusts, which allow them to pay and even increase dividends even during periods when the underlying portfolio companies may pause or cut their dividends.

We touch on a selection of Dividend Heroes and the characteristics they share, and how they differ in terms of dividend yields and dividend growth.

In addition to the Dividend Heroes, the AIC track’s ‘next generation’ Dividend Heroes that have grown their dividend for more than 10 years but less than 20 years. We compare the underlying asset classes of the next generation Dividend Heroes and reflect on the evolution of investment trusts over the years.

Find out more about Next Generation Dividend Heroes.

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Find out more about the Murray International Trust here.

We start by exploring the trust’s geographical weighting and why the Murray International Trust is underweight the United States.

Martin provides insight into the trust’s stock selection process and how they blend bottom-up research with positioning for macro influences such as tariffs and AI.

We discuss individual portfolio companies, including Broadcom and Taiwan Semiconductor and how the trust has been managing its positions in some of the portfolio’s largest holdings.

Martin finishes off by outlining what excites him about the year ahead and what keeps him up at night.

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Find out more about abrdn Asia Focus here.

We start by looking at the trust’s investment objective and strategy. abrdn Asia Focus aims to maximise the total return to shareholders over the long term from a portfolio made up of quality smaller companies in the economies of Asia, excluding Japan. 

Of notable interest to investors, we look at the parameters and attributes the managers use to gauge quality. 

Gabriel provides a fascinating overview of the factors driving the trust’s portfolio weighting geographically, paying particular attention to India and China.

We explore key themes of tariffs and AI and how they play into the trust’s approach. 

Gabriel outlines several of his favourite portfolio holdings and the opportunity for Asian smaller companies in the year ahead. 

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We start by exploring the rental growth across Unite Group’s portfolio of student accommodation and the factors influencing demand.

Joe explains a shift in Labour’s tone around international students, who make up around 30% of the students that rent Unite’s properties.

We look at the company’s committed pipeline of £1.2bn of new properties, drilling down into the specific cities Unite has earmarked for expansion and the features and amenities Unite is providing its students.

Unite Group’s dividend rose 5% over the past year; Joe outlines the group’s dividend policy and factors the could drive future dividend growth.

Joe finishes off by sharing the three things that excite him the most about the year ahead.

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We explore NCC Group’s growth opportunities as the world becomes increasingly digitalised, and new threats to organisations emerge.

Mike explains NCC’s growth strategy and how the business is evolving to meet clients’ demands.

The company has recently announced improving margins and a return to growth. Mike provides insight into the key drivers behind the numbers.

NCC Group recently announced the extension of a contract with TikTok. We explore this partnership and touch on NCC’s wider customer base.

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Find out more about Wylde Market here.

Wylde Market operates as an online farmers’ market facilitating direct transactions between consumers and producers.

The business was born out of Nick’s frustrations with supermarkets’ dominance of the UK grocery market and their treatment of food producers. 

Customers can purchase from multiple vendors across the Wylde Market, receiving their selections in a single sustainable package through nationwide delivery.

The business model lends itself to rapid scaling in a growing market as it doesn’t maintain inventory or delivery infrastructure. Wylde Market serves as an intermediary platform connecting consumers seeking diverse, sustainable food options with producers looking to expand their customer base.

The company generates revenue by charging a 33% commission on each transaction and is led by an experienced management team with backgrounds in brand development and retail.

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PPHE Hotel Group is an FTSE 250 constituent with a market cap of £545m and a dividend yield of 2.9%. The company operates hotels under brands including Park Plaza, Art’otel, and Radisson Red.

Daniel outlined their diversified portfolio, highlighting revenue streams across 51 European hotels with particular growth in key metropolitan markets. We discuss recent financial performance and the key drivers of growth of the past year.

The discussion highlighted their £300 million development pipeline, with Daniel emphasising how new openings feature enhanced guest experiences that distinguish them from the competition.

When questioned about future growth beyond current projects, Daniel explained their opportunistic approach and several cities they had on their watchlist.

Daniel outlines PPHE’s progressive dividend policy, which saw a 5% increase to 38p in 2024.

We finish by discussing the biggest opportunities and risks for the year ahead.

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This episode focuses on Rathbones’ 2025 Outlook and explores the AI trade, DeepSeek’s emergence, Trump tariffs, UK equity valuations, European growth, and China.

Explore Rathbones’ 2025 Outlook here.

Amidst concerns over Trump’s tariffs, Edward identifies potential opportunities for investors prepared to look beyond the gloom. We examine the US AI rally and explore whether DeepSeek’s emergence threatens to derail the entire global equity market. 

Edward offers a fascinating insight into the key metrics his team uses to assess the value of AI stocks and technology shares and what recent analysis suggests. 

When discussing US equity concentration, we consider whether the Magnificent Seven’s market dominance will persist and highlight sectors that could broaden the US equity rally. 

We compare and contrast the sluggish growth in Europe with the UK’s economic landscape, outlining key differences and assessing relative investment attractiveness between the two markets.

The conversation examines China’s evolving role in global growth, questioning whether it still serves as the primary growth engine it once was. Edward identifies alternative geographies he believes are positioned to fill any potential gap left by China.

To conclude, Edward offers insights into which markets present the best relative value in 2025 and where they anticipate the strongest growth potential.

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We start by looking at the major influences on the German elections, including immigration and cost of living, and the consensus regarding possible results. Michael outlines investor positioning going into the election and what the main policies investors should be aware of.

We explore the sectors that could benefit most, and Michael highlights individual stocks his team have picked out as possible beneficiaries of the election.

Elections can dramatically impact equities, and we look at possible market reactions and how the base case result impacts German elections in the immediate and longer-term reaction. 

To finish off, we explore the alternative scenario in the case Merz’s CDU is not the biggest party and what the fallout could be.

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Physiomics is a leading oncology consultancy that leverages advanced computational modelling and simulation to optimise drug development. The company has supported over 100 commercial projects spanning discovery, pre-clinical and clinical studies. Through their Model Informed Drug Development approach, Physiomics helps biotechnology and pharmaceutical companies make more informed decisions and streamline their development processes.

MediaZest specialises in providing cutting-edge audio-visual solutions, with a particular focus on digital signage and audio systems for prominent retailers, brand owners and corporations. The company offers a comprehensive end-to-end service, encompassing everything from initial content creation and system design through to installation, technical support and ongoing maintenance, positioning itself as an integrated solutions provider in the audio-visual sector. The company is increasing recurring revenues and expects to become EBITDA-positive in the near term.

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We start by reviewing the portfolio’s performance in 2024, paying particular attention to the impact of MicroSalt and GenIP’s IPOs.

Dr Clifford Gross outlines plans for Guident’s proposed NASDAQ listing and what it means for Tekcapital’s overall strategy.

We finish by exploring the roadmap for Tekcapital to return net asset value growth to shareholders via special dividends.

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Find out more about Bang! Curry here.

Mark and Shelly outline Bang Curry’s growth plans and their achievements to date. 

Bang! Curry has developed an Indian curry kit product tailored to the growing trend of ‘scratch cooking’ and people taking a greater interest in the cooking process of Indian foods.

The company’s products have been stocked by Waitrose since Q4 2024, representing a significant milestone for the company, which has forged four distinct revenue streams for its innovative curry kits. 

Food service is a significant part of the business, and the company has begun exporting to the United States with bulk products available in TJX stores.

Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong.Take 2 mins to learn more

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We start with a review of the progress the company made in 2024 following MicroSalt’s IPO in February 2024. 

Rick provides an overview of recent developments, including the launch of ‘MicroSalt Premium’ and the inroads the company is making with new applications, including French fries, in the fast food industry.

We conclude with a rundown of what investors have to look forward to in the year ahead.

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Saba Capital has launched an attack against seven investment trusts by requisitioning meetings in an effort to take control of the board and impose their own investment strategies.

Visit the UK Investor Magazine Investment Trust Centre here.

The trusts subject to requisition are Baillie Gifford US Growth Trust, CQS Natural Resources Growth & Income, Edinburgh Worldwide Investment Trust, Henderson Opportunities Trust, Herald Investment Trust, Keystone Positive Change Investment Trust and the European Smaller Companies Trust.

Karen details the steps Keystone has taken to engage with Saba Capital and the disingenuous tactics employed by the US Hedge Fund in the run-up to requisitioning the removal of investment trust boards.

We explore the potential consequences for investors if Saba is successful and the importance of retail investors voting against requisition proposals.

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Explore Vietnam Holding’s Investment Trust Centre

Vietnam Holding’s peer group-leading performance has been recognised by several awards, including the UK Investor Magazine’s ‘Best Emerging Markets Trust’ and similar recognitions from Citywire and Investment Week.

We start by delving into the factors that put Vietnam Holding at the front of the peer group. We look at drivers of performance and narrowing discount-to-NAV over the past year. Craig explains Vietnam Holding’s innovative reception scheme and the crucial part in played in allowing the trust to expand the size of its fund.

Craig finishes by outlining what investors have to look forward to in the year ahead.

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Find out more on Republic

Vocos explains that LND was created to address a significant gap in the market, where small and mid-market borrowers struggle to secure funding due to banks’ retreat from the sector and burdensome regulations. The platform aims to connect institutional investors directly with real estate businesses seeking flexible loans.

Vocos discusses LND’s strategic partnerships, including agreements with Aeon Investments, a major UK banking group, and CBRE, one of the world’s largest commercial loan servicers. These partnerships strengthen LND’s market presence and expand its capacity to service real estate loans across the UK.

The company has assembled an experienced team from top investment institutions, bringing decades of real estate expertise to the platform.

LND is raising £1m in a scale-up round at what Vocos describes as an attractive valuation for early investors. The funds will be used to fully digitise the platform and accelerate team growth, with the company targeting loan deployments of £300m in 2025 and over £500m in 2026. This expansion is expected to generate significant fee income, with current deployments of £200m already generating approximately £6m in fees over a 2-3 year loan life.

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Download Morningstar’s 2025 Outlook Report here.

We examine global markets for potential opportunities, with particular attention to how traditional portfolio allocation strategies may need to adapt. We explore the conventional 60/40 split between equities and bonds in light of changing market conditions and economic cycles.

As we navigate through varying risk profiles, investment opportunities are emerging across the spectrum. For those seeking higher returns, several compelling options have been identified, though these must be weighed against increased risk exposure. Meanwhile, conservative investors face the challenge of adapting to a falling interest rate environment. The role of interest rates remains crucial across all investment theses, introducing both opportunities and potential risks that require careful consideration.

China has emerged as a notable medium-term opportunity in Morningstar’s 2025 outlook. The discussion around this market centres on identifying the most effective methods for investors to capture potential returns while managing associated risks.

The UK housing sector, particularly housebuilders, has been identified as an area of potential strength for 2025. This outlook is supported by several key drivers that Mike outlines in detail.

The evolution of artificial intelligence continues to shape investment opportunities and we consider the next stage for public markets. While semiconductor manufacturers represented the first wave of public market opportunities in the AI space, we look at how attention is now turning to identifying the second wave of AI-driven investment potential for 2025.

Interest rates remain a central theme throughout these discussions, acting as a key variable that could significantly impact investment theses across all sectors and regions. This underscores the importance of maintaining flexibility in investment strategies and being prepared to adjust as market conditions evolve.

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Visit Mirico’s Crowdfunding page here

Mirico is a climate technology company that has developed an innovative laser sensor and analytics platform for detecting methane emissions, which are responsible for one-third of global climate change.

Sign up for ‘Meet the CEO’ webinar 7th January 2025

Their technology provides continuous, precise monitoring capabilities that enable industries to identify and fix even small or short-lived methane leaks in real-time, distinguishing them from competitors who typically only offer periodic snapshot surveys.

Bob outlines Mirico’s market traction with over 20 deployments across five continents, serving customers in oil and gas, landfill, biogas, and agriculture sectors, including major players like Shell. Their intellectual property is protected through three patent families and three trademarks, while their business operates primarily on a hardware-enabled SaaS model, providing emissions insights as a service.

Operating in a rapidly expanding market with a total addressable market of $14.9 billion and a serviceable addressable market of $2.9 billion, Mirico has attracted investment from notable VCs and industry players, including UKI2S, Foresight Williams, Oxford Innovation, New Climate Ventures, and Shell Ventures. The company is currently seeking funds to accelerate sales efforts, deliver on pilot projects, secure additional international pilots, and refine its digital platform.

Disclaimer: Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong.

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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.

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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.

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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.

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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.

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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

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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/.

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Download Market Navigator Pro View and Chartist Ideas

We 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.

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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.

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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.

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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.

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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.

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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.

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Explore the NextEnergy Solar Fund in the UK Investor Magazine Investment Trust Centre

The 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.

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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.

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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.

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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.

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Aquis-listed Majestic Corporation specialises in recycling and recovering precious and base metals from everyday materials that societies routinely discard. This includes electronics, catalytic converters, solar and battery materials.

CEO Peter Lai outlines the benefits of recycling metals as opposed to mining, both from an environmental perspective, and from an economic perspective.

Majestic Corporation has recently posted strong results for FY2023. Highlights include a 25% increase in revenue to US$29.4m and a 149% surge in profit before tax.

Peter details Majestic’s growth strategy and what excites him the most about future developments for the company.

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Tekcapital portfolio company Guident is a leader in innovative autonomous vehicle safety solutions utilising human-in-the-loop technology.

As always, Harald provides deep insight into the company and recent activities. We discussed a recent trip to Europe and the fruitful conversations the company had with new and existing customers.

Harald outlines commercial momentum and a number of MOUs and strategic partnerships that will soon be announced.

We explore Urban Mobility in broad terms and the key demands of authorities driving the adoption of electric autonomous vehicles.

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We start with a discussion about the strategy, looking at the trust’s bottom-up approach to UK smaller companies. Abby details a strategy and screening process that seeks out companies meeting strict criteria for quality, growth and momentum.

Visit the abrdn UK Smaller Companies Growth Trust website.

Abby explains the key themes for abrdn UK Smaller Companies Growth Trust and outlines the opportunities and challenges in the coming periods.

We look at the macro influences driving stock selection, and Abby outlines her views on how a UK interest rate cut will benefit the UK small-cap space.

We run through a selection of holdings within the trust and why the team sees value in these particular UK smaller companies. Abby highlights Cairn Homes as their pick of housebuilders and we discuss why the company stands out.

The podcast concludes with a selection of portfolio companies that excite Abby the most, including recent IPO Raspberry PI.

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Download Morningstar’s European Equity Outlook Q3 2024

Michael has joined the UK Investor Magazine on a number of occasions over the past year and provided a fascinating insight into the macroeconomic factors driving European stocks and highlighted individual names offering value. This episode was no different.

We start with looking at the key risks and rewards for European equities and explore the political environment.

The discussion progresses to the sector Morningstar see value in before touching on Reckitt Benckiser.

Morningstar previously highlighted Persimmon as a company that offered deep value. After a near 50% rally, we look at what the the Labour government means for the UK housebuilding sector.

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This podcast delves into the current state and future potential of Generative AI (GenAI), focusing on the near-term opportunity for early-stage companies through to the hypothetical event of AI singularity decades from now. Dr Gross provides insight into the trajectory of the GenAI industry, with significant developments expected by 2045. These advancements could potentially lead to enhanced human capabilities through seamless integration of AI systems with individuals and even AI singularity.

The discussion touches on Tekcapital’s plans to launch a GenAI-focused company in the third quarter of 2024.

Nvidia has dominated AI-related gains in the stock market; we question whether applications from companies such as Microsoft, Alphabet, Amazon, Meta, and Tesla will be the ultimate winners, or if companies implementing these tools will produce the greatest shareholder value. 

We explore the United Kingdom as an emerging leader in GenAI startups within Europe and the Middle East. The podcast also looks at the potential for GenAI applications to integrate into various sectors, with knowledge-intensive businesses likely to be the initial beneficiaries.

Dr Gross suggests that customers will be the ultimate beneficiaries of GenAI advancements, gaining access to better-informed solutions at lower costs.

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Explore Vietnam Holding in the UK Investor Magazine Investment Centre

At the time of recording, Vietnam Holding shares were just a whisker away from a record high which was set just a few days prior.

We discuss the key economic data behind Vietnamese equities’ ascendancy and the positioning AAA-rated managers at Dynam Capital have taken to drive significant outperformance compared to the benchmark.

Craig provides an overview of Vietnam Holding’s high-conviction portfolio detailing specific companies and core investment themes.

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This podcast explores Interactive Brokers, a pioneering online trading platform that has been operating for over four decades.

Despite its long history, Interactive Brokers is considered a financial technology (fintech) company due to its innovative trading tools and technologies aimed at increasing returns for investors.

The episode delves into Interactive Brokers’ algorithmic trading capabilities, examining whether expertise in coding is necessary to utilise these automated trading strategies. The discussion also addresses whether automation can effectively substitute for human decision-making during periods of market volatility.

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Adsure Services is one of just a few AQUIS companies to pay a dividend. We discuss the business model that supports shareholder distributions and the company’s growth plans for the future.

TIAA Ltd, Adsure’s operating subsidiary, has long-term contracts with government-funded organisations such as emergency services, local governments and health organisations.

These contracts provide the company with recurring revenues and the certainty required to pay shareholders a dividend.

Kevin outlines the company’s growth strategy and what investors can look forward to over the next 12 months.

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Body Rocket has taken the power of a cyclist wind tunnel and placed it in the pockets of everyday cyclists. Body Rocket is the first and only company to integrate the aerodynamic technology found in wind tunnels directly into bikes.

By leveraging AI, Body Rocket has developed a consumer-friendly interface that breaks down aerodynamics’ complexity into easy-to-understand and easy-to-action metrics.

The technology is being used by Olympic triathlon champion Kristian Blummenfelt, current world champion Beth Potter, Ironman and 2x Ironman 70.3 champion Gustav Iden, World #6 Indie Lee, and former world hour record holder Alex Dowsett.

Body Rocket is raising funds to propel its growth strategy and make its technology available to the wider $12.9bn premium cycling market.

Find out more on Crowdcube here.

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We start by looking at operational progress. The company has moved away from being an energy generator to an end-to-end energy services company. Nigel outlines how this was achieved and what it means for both customers and shareholders.

Good Energy has invested in market-leading EV charging app Zap Map – we touch on its progress to date and what the plans are for the future.

After releasing 2023 full-year results this week, Nigel outlines the momentum building across Good Energy as we break down the numbers.

Nigel finishes by detailing the medium and long-term strategy for the business.

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The conversation starts with looking at fees and how reducing fees can enhance investment terms over the long term. Dan explains recent changes at Saxo and why they were made.

We explore the types of strategies that are most heavily impacted by lower fees, for example, short-term trading indices versus long term investing in ETFs.

Saxo has made a big push into offering ETFs, and we look at how the market is developing and the options available for investors.

Dan outlines the most popular ETFs used by Saxo’s clients and details the specific strategies they pursue when investing in ETFs.

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AppyWay has brought together parking/loading maps, occupancy data and cashless payments to offer local authorities and drivers a unique service that helps efficient travel and parking, while reducing emissions.

The company has developed a SaaS business model generating recurring revenues from multi-year kerbside management system contracts sold to local government and private operators Data Licensing (B2B & B2C). It also operates a cashless parking app with unique kerbside access visibility to help drivers save time and money.

AppyWay has smashed its target on Crowdcube and is now overfunding with availability for new investors.

Find out more on Crowdcube here

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Dr Clifford Gross provides an update on Tekcapitals portfolio companies and outlines the core plans for 2024.

We discuss Guident’s new headquarters, funding opportunities and the timeline for a potential listing.

Tekcapital recently earmarked £500,000 for investment in Generative AI. We look at how this investment could be made and when.

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Find out more about Haatch’s SEIS & EIS Funds here. 

Haatch invests in B2B SaaS companies at the pre-seed and seed stages with the aim of taking them to £1m in revenue – the Series A benchmark. 

We explore Haatch’s sweet spot for investment, detailing investee companies’ stages in their lifecycle and the key milestones for portfolio companies. 

Fred explains the importance of portfolio companies identifying deep pains in their customer bases that support long-term recurring revenue generation. We touch on examples of these pains in Haatch’s portfolio company. 

Haatch has had a number of exits, and we look at how the process of exiting an investment has influenced the types of companies Haatch seeks out.

Fred explains the recent exciting developments in SEIS rules and what it means for investors. 

Find out more about Haatch’s SEIS & EIS Funds here.

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Register for the UK Investor Magazine Investor Conference at the London Stock Exchange Group (LSEG) 13th March

We explore the potential scenarios for UK and US equities in the coming months in the run-up to elections.

Consideration is paid to interest rates and how the equity market may behave in reaction to upcoming decisions.

Marc provides insights into a selection of UK equities highlighting FTSE 350 companies he feels are worth adding to a watchlist.

We touch on Taylor Wimpey, Barclays, and JD Sports.

Download Report: Two US Stocks Picks for 2024

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Please register for the UK Investor Magazine Investor Conference at the London Stock Exchange here.

We start with a market overview, including the influences of monetary policy on growth companies and what to expect from the upcoming budget.

We discuss:

• Premier African Minerals (LON:PREM)
• Avacta (LON:AVCT)
• Tekcapital (LON:TEK)
• Golden Metal Resource (LON:GMET)
• Greatland Gold (LON:GGP)
• Acuity RM (LON:ACRM)
• hVIVO (LON:HVO)

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RheEnergise is revolutionising pumped hydro energy storage which turns small hills into giant batteries. RheEnergise has developed a high-density, low-viscosity liquid that enables the storage of power to be released in times of high energy demand.

Stephen provides comparisons against other power storage methods including lithium batteries and traditional pumped hydro.

RheEnergise are engaged with major players in the power industry and has a number of early facilities planned for 2024.

The company is currently raising funds on Crowdcube as part of a wider funding round to scale the business in line with growth in power storage demand.

Find out more on Crowdcube here.

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MicroSalt are the first company to be listed on London’s AIM in 2024.

Rick details the health crisis associated with high-sodium consumption and how MicroSalt’s low-sodium technology can help prevent premature deaths.

The World Health Organisation estimates £1.8m die each year due to the overconsumption of salt.

MicroSalt is working with some of the world’s largest food companies to reformulate recipe ingredients to reduce sodium content using MicroSalt technology.

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Judith started her career in biochemistry before spending 35 years in the food and food retail industry, serving as a director of Sainsbury and Safeway and in senior roles at Marks & Spencer. Judith is a Fellow of the Institute of Food Science and Technology and the President of the British Nutrition Foundation.

Our discussion is dedicated to the millions of people who die prematurely each year from cardiovascular diseases and the actions undertaken by governments and businesses to help fight the overconsumption of sodium.

The World Health Organisation has recently released research concluding every $1 spent reducing sodium intake can save $12 in healthcare costs treating people impacted by cardiovascular disease.

MicroSalt has developed a low-sodium salt technology that reduces sodium in salt by up to 50% and has inked agreements with one of the world’s largest snack food companies, among many others.

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In this podcast, we focus on interest rates, oil, GBP/USD, UK supermarkets and US banks.

We frame our conversation around market expectations and the hard results traders are likely to see from corporates and central banks in early 2024.

Fiona provides potential trading scenarios for the key markets under discussion both from a fundamental and technical perspective.

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Download ‘The makings of a multibagger’ and explore 10 multibagging shares

Multi-Baggers – these are the stocks which can make a portfolio.

Owning just one can transform your returns and lead to a great acceleration of personal wealth. Everybody looks abroad enviously at the US stock market, but in a very difficult decade for the UK economy, a selection of outstanding shares have dramatically beaten the market.

Ed provides deep insight into the key characteristics driving the returns of multibagging shares and what investors should consider when buying high-growth companies.

Careful attention is paid to the financial ratios and metrics shared by companies that produce returns many times the original investment.

Download the full report here

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Find out more on Crowdcube here.

Their mission is to ‘Leave Something Better Behind’.

3ti has established solar car park facilities for partners including Bentley, JPMorgan, NHS and MoD. The company has over 900 sales enquiries and is raising funds to meet this demand.

The business’s economics are compelling. On average, 3ti’s solar car park produces £1,000 in energy cost savings per year per car parking space.

In addition to its core services, the company is developing new vehicle-to-grid (V-to-G) technology. V-to-G enables power stored in electric vehicles to be supplied to the wider network, generating grid management fees.

Tim explains the favourable regulatory environment and market opportunity for 3ti. The company is exploring expansion into the United States to meet burgeoning demand.

3ti will be holding a series of webinars and investor open days.

Register for 3ti’s Open Days and Webinars here.

Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more

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Find out more about Centaur Robotics on Seedrs here.

6 million people in the UK and 34 million in the US can’t walk 400 metres. Centaur’s mission is to provide an aesthetically pleasing mobility vehicle with a high level of agility that is able to manoeuvre in areas alternatives can’t.

The management team includes executives with decades of experience at Ford and leading the UK government’s efforts in longevity and helping people in later life.

The company has been engaged by Emirates Airlines to help boost bookings by providing a better customer experience for people with mobility impairment. Centaur’s aim is for their vehicles to be used on cruise ships, museums, and other public venues.

The product has been displayed at the Victoria & Albert Museum, won various design awards, and received three grants from Innovate UK.

One of Britain’s greatest Paralympic athletes, Tanni Grey-Thompson, is an ambassador and has said Centaur gives her “the freedom to do what you want, when you want.”

The current Seedrs campaign will provide the funds to take their product to market and start generating revenue.

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Visit the Rights and Issues Investment Trusts website here.

Dan explains the current environment for UK small and mid-cap’s from a macro-economic perspective before outlining the specific companies he and his team have been adding to their portfolio in preparation for the cyclical recovery.

Jupiter Asset Management took over the Rights and Issues mandate last year and has since moulded the portfolio to their way of thinking while staying true to the investment philosophy that produced a 144% return over the past ten years.

We explore the trust’s positioning and blended top-down, bottom-up approach to stock selection. Dan highlights the highly concentration nature of the portfolio with just 23 high-conviction selections.

We finish with Dan’s outlook for UK small and mid-caps and catalysts for a recovery.

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Guident has two distinct technologies; the first is autonomous vehicle remote monitoring and control software, and the second is regenerative shock absorbers for electric vehicles.

Harald details the progress at Guident and the importance of a recent deal that secures Guident reoccurring revenue into the future.

Guident is a first mover in human-in-the-loop remote monitoring and control of autonomous vehicles for fixed-route geo-fenced buses and shuttles. Harald discussed their commercial progress and the rapid development of the market.

We finish with a look at developments at ReVive Energy Solutions and promising interactions with leading EV makers and tire companies.

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This Podcast explores potential scenarios for UK markets and the catalysts for a rerating of UK mid and small caps.

We discuss Cadence Minerals (LON:KDNC) and ECR Minerals (LON:ECR).

Alan outlines the valuation case for Cadence Minerals, given the current share price and the underlying value of their portfolio of mining assets.

ECR Minerals is proceeding with a more positive tone after a change of leadership. Alan provides an update on activities.

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Signature Brew was founded by a brewer and a musician with a mission, brew beer that makes music better.

Signature Brew has established a thriving brewery and music venus business which is set to generate over £5m in revenue in 2023. The company has achieved their success by forging relationships with musicians and music venues to deliver an all-encompassing service to music lovers.

Signature Brew is currently crowdfunding on Seedrs and enjoying strong investor interest, surpassing its initial target.

Visit Seedrs Crowdfunding Page.

Tom discusses the importance of reaching the £10m revenue milestone and how it quickly attracts the interest of global brewers who may be interested in adding Signature Brew to their portfolios.

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Watch Foresight Sustainable Forestry Presentation

We start by exploring the global timber market and the dynamics underpinning long-term trends. The conversation moves onto the UK timber market and the opportunity for investors in the structural supply deficit of UK-produced timber.

Richard details the trust’s assets, focusing on the stage in the life cycle and geographical distribution.

Discussing the trust’s characteristics, Richard explains that forestry is a unique asset class that provides a substantial level of diversification due to very low levels of correlations with equities, fixed income, or infrastructure.

Richard delves into the carbon credit and details how the trust is well placed to benefit global companies’ net zero pledges.

FSF is the first and only company to receive the London Stock Exchange’s Voluntary Carbon Market (VCM) designation due to its funding of carbon mitigation that generates carbon credits.

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Find out more about Heliac on Seedrs here.

Heliac believes they are developing what will be a vital part of the net zero energy transition. Their solar foil produces emission-free power that can be stored in their patented Rockstore energy storage system.

Rockstore utilises rocks to store heat and is one the most competitively priced methods of energy storage, offering a real alternative to lithium batteries or pumped hydro.

We explore Heliac’s progress to date, including their first two solar panel installations constructed for energy major E.ON and district heat provider Norfors.

Michael explains that their technology operating profitably in Denmark bodes well for the scalability of their systems in other countries with far more daylight hours per year.

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We start with a look at the growing popularity of Investment Trusts among retail investors when compared to institutional investors and the reasons behind this trend.

There is consideration paid to the macroeconomic environment and the impact this is having on Investment Trust discounts.

Dan highlights the deep discounts in Investment Trusts currently and where he sees opportunity in the space.

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Download the Vietnam Holding annual report

Craig has provided a comprehensive analysis of the Vietnamese economy in previous podcasts. In his latest instalment, Craig Martin offers deep insight into three portfolio companies; FPT Corporation, Petrovietnam Technical Services, and Gemadept.

FPT Corporation is the portfolio’s largest holding with 15% weighting. The company provides technology and STEM education services and is positioned to benefit from Vietnam’s aims to do more in the semiconductor value chain.

Petrovietnam Technical Services (PVS) is a renewable energy transition play. Vietnam Holding feels PVS could be a key winner in Vietnam’s plans for NetZero by 2050 – through its ambitions to be a leading producer and exporter of renewable energy. In addition, PVS is working with Singapore to build the world’s longest subsea electricity cable (1000 km to export 1.2 GW, 10% of Singapore’s energy need).

We finish with a look at Gemadept, an operator of seaports and air cargo in Vietnam.

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Fiona provides insight into the ongoing earnings season and frames recent updates in the context of the underlying economy. Fiona discusses the strength of earnings so far and performance versus analyst expectations.

After recent drops in major US indices, we explore what the rest of the year could hold for US stocks, as well as UK equity markets.

The ‘Magnificent 7’ US Tech stocks with exposure to AI were a core driver of global stocks in the first and second quarters of 2023, we look at how these technology companies may perform going into the close of 2023 and implications for broader indices.

Fiona discusses Q3 UK banking results and how they reflect the health of the underlying UK economy and wider sentiment.

We finish by running through potential scenarios for central banks, currencies and the global economy.

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CLIQ Digital is a digital marketing company providing consumers with a comprehensive range of streaming services including films, podcasts and games.

Register for the UK Investor Magazine Virtual Investor Conference 24th October

In the first six months of 2023, CLIQ Digital’s revenue rose 37% to €159.6m. Ben explains the key drivers behind CLIQ’s top-line growth.

We explore the product lines supporting higher sales and CLIQ Digital’s approach to returning profits to shareholders.

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We discuss:

• BP (LON:BP)
• Shell (LON:SHEL)
• Persimmon (LON:PSN)
• Metro Bank (LON:MTRO)
• Tesco (LON:TSCO)
• Nike (NYSE:NKE)
• Netflix (NASDAQ:NFLX)

We frame the conversation in the context of current macro themes and the human tragedy unfolding in the Middle East.

We look at oil prices and how the conflict could spark a super cycle in fossil fuels. Victoria provides insight into the thinking in the underlying commodity markets and compares this to the motivations of equity investors.

Victoria explains the cyclicality and defensive nature of a number of stocks and finishes with a look at Netflix’s upcoming results.

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Register for the UK Investor Magazine Virtual Investor Conference 24th October.

MicroSalt has developed a technology that reduces the sodium in salt by 50% by amending the surface area of salt crystals.

Rick explains the health implications of consuming too much salt and how MicroSalt’s technology can help save lives by reducing sodium consumption.

We discuss MicroSalt’s upcoming London IPO and what investors should look out for in the coming year.

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We start with an overview of the UK small-cap market and the external drivers on valuations.

Charles explains the influence of higher interest rates and why he thinks we could be close to a major shift in returns from the small cap space.

We explore the progress at Premier African Minerals’ Zulu lithium project and Charles explains the key events investors should keep an eye for in the coming weeks.

Charles provides an overview of Tekcapital after releasing their half-year results and the opportunity for valuations to rerate as we move into the end of 2023. Charles explains why he is looking forward to the MicroSalt IPO and the commercial possibilities for the company.

We finish with an overview of Avacta. Charles provides a balanced assessment of their oncology treatment and key considerations for investors.

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We discuss:

• Interest rate outlook
• Pound Sterling
• US Dollar
• Yen
• S&P 500
• NASDAQ
• Oil

We start with a rundown of the recent interest rate decisions and whether the current hiking cycle is over. There is attention paid to when major central banks may start cutting rates.

The conversation naturally moves to the outlook for major currencies including sterling, US dollar, Euro and Yen.

Craig provides deep insight into potential scenarios for both the economy and markets and makes links between crucial inflation data and how it could play out in key markets.

Craig finishes by summarising the markets he sees the most opportunity for major moves going into the end of 2023.

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Adam employs a counter-cyclical approach to portfolio composition and focuses on private and public credit assets with floating rates.

The trust pays a quarterly dividend at a rate of SONIA +4% which has gradually increased since the Bank of England started hiking rates.

Visit the M&G Credit Income Investment Trust website.

The M&G Credit Income Investment Trust is an investment-grade portfolio which means the portfolio is considered lower risk than other high-yield fixed income trusts.

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We discuss:

• Barratt Developments (LON:BDEV)
• Avacta (LON:AVCT)
• ECR Minerals (LON:ECR)
• 
  

UK CPI inflation surprisingly fell to 6.7% in the year to August from 6.8% the month before. Expectations were for CPI read of 7%. We explore the consequences for housebuilding shares and the wider FTSE 250.

Avacta made a landmark announcement yesterday on the clinical trials of their AVA6000 chemotherapy drug. Alan breaks the release down and what to look for in the coming weeks from Avacta.

We finish with a look at the recent developments at ECR Minerals.

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The UK Investor Magazine is always appreciative of Harald Braun’s insights and we were thrilled to welcome him back to discuss what could be the next frontier in electric vehicles – regenerative shock absorbers.

Guident has recently spun out its regenerative shock absorber technology into a new company, ReVive Energy Solutions. This is the focus of our conversation today.

Regenerative shock absorbers harness natural vibrations and motions from a moving vehicle and converts it into charge to boost the range of the electric vehicle. Harald explains Guident’s shock absorbers could add around an additional 9 miles to a charge.

Harald explains why they have taken the step to separate their autonomous vehicle safety technology from their regenerative shock absorbers and their plans over the next 12 months. 

We take a look at the size of the regenerative shock absorber market and recent tests with a tier-1 tire company.

Find out more on the Guident website here

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We discuss:

• Barratt Developments (LON:BDEV)
• Tekcapital (LON:TEK)
• Cadence Minerals (LON:KDNC)
• 
  

We start with a look at UK house prices and recent data from Nationwide and Halifax. With house prices falling the fastest since 2009, activity in the market is subdued and we explore the impact on Barratt Developments.

Barratt’s completions fell in the last full year but we look forward to how they can benefit from the current downturn and deploy their £1bn cash pile.

Tekcapital has issued numerous positive portfolio company updates and shares have reacted accordingly. We run through the updates, including this morning’s news from MicroSalt.

We finish with a rundown of Cadence Minerals and the latest developments at their Mexcian lithium project.

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Innovative Eyewear (NASDAQ:LUCY) is a Tekcapital (LON:TEK) portfolio company.

Innovative Eyewear launched their ChatGPT-enable Smart Eyewear and voice interface app earlier this year and has since inked new licensing agreements.

Download the recently launched iOS Lucyd 2.0 app here.

The company has signed licensing deals with lifestyle and fashion brands Reebook, Eddie Bauer, and Nautica.

Harnessing Innovative Eyewear’s technology, consumers will soon be able to access ChatGPT through a voice interface built into smart eyewear branded by some of the world’s leading fashion brands. The ranges are set to be released later this year and promise a step change in the company’s distribution and revenue generation capabilities.

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The UK Investor Magazine Podcast was thrilled to welcome Dr Mark Payton, CEO of Mercia Asset Management, for a deep-dive into Mercia’s investment strategy and recent developments at the manager.

AIM-listed Merica invests in regional UK companies with a focus on life sciences, creative industries and technology.

Mercia started life with a £4m investment pool in 2007 which has grown to £1.4bn assets under management with investments in venture capital, private equity and debt.

Mark explains the attractions of investing in the UK’s regional companies and the attributes of companies operating outside of London offer investors.

We explore a number of Mercia’s portfolio companies and pay particular attention to the UK’s gaming sector.

Find out more on the Mercia website here.

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Visit Magnetika’s website to explore its technology.

Magnetika, who is currently crowdfunding on Crowdcube, have developed a technology that enables the charging of devices from a greater distance than existing wireless charging. For example, you could have your mobile in your hand while it is still being charged.

The technology has a wide range of applications and can be used to charge vehicles, although this isn’t in their immediate plans.

Eugeni provides an overview of the business and the key market opportunities for Magnetika. He also highlights what he feels are the most exciting elements for investors.

Find out more on Crowdcube here.

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We discuss:

• Apple (NYSE:AMZN)
• Amazon (NYSE:AAPL)
• Harland & Wolff (LON:HARL)

We explore the building disconnect between US tech share prices and the underlying economy, and question where the opportunity is for investors.

Apple announced soggy iPhone sales, whereas Amazon’s AWS smashed expectations. Alan delves into the numbers and the implications for the wider market.

Harland & Wolff has been busy winning contracts and we look at why the share price isn’t higher.

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Visit the WeDeliver website and download the app.

Sahiba explains the opportunity for WeDeliver and their investors to provide everyday convenience solutions across London. WeDeliver is not simply a delivery app but one that allows users to arrange everyday tasks through one of their operatives. WeDeliver also acts as a platform for local businesses to arrange the delivery of their goods to homes and other businesses.

Sahiba provides an overview of their current crowdfunding campaign on Seedrs and outlines their future growth plan.

Find out more about the WeDeliver Seedrs campaign here.

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We start by looking at the ability of Generative AI tools such as ChatGPT to assist with the selection of stocks or funds for investment portfolios. We make comparisons to algo trading and why AI has the potential to be a more sophisticated assistant in investment decisions. There is also the consideration paid to the pitfalls of using AI in such as way.

Much of the conversation is framed in the context of output and input in financial services and where Generative AI can be used. In this context, output is stock selection and investment management, and input is the back office and client functions such as compliance and customer queries.

We finish by asking whether Dave and Alister would use AI to manage their own investment portfolios.

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Faith In Nature has grown 226% in the last five years – recording £14.8m – and is stocked in Holland & Barrett, Boots, Waitrose and Sainsbury’s.

Explore Faith in Natures products here.

We were joined by Sara Fisher, UK channel director, and John Allaway, Managing Director, for a comprehensive exploration of Faith in Nature’s business and crowdfunding goals. 

The company was founded 50 years ago and has deep roots in sustainability having recently achieved B Corp status. Sara and John present the investment case and detail their commercial success to date.

We look at the aims of the crowdfunding round and what the future holds for Faith in Nature and its investors. 

Find out more on Crowdcube.

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We start with UK inflation and yesterday’s lower-than-expected reading, which has boosted UK sentiment. Housebuilders have rallied significantly, and we explore possible scenarios for the rest of the year.

ECR Minerals shares have ticked higher - Alan outlines possible reasons why. He looks forward to newsflow for the rest of the year.

Tekcapital is trading at a significant discount to NAV. Alan explains why we could see a rerating in the technology company.

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Download a read Morningstar’s Q3 Outlook and Top Picks here.

The conversation starts with a look at inflation and other key market themes driving Morningstar’s views on European equity sectors. We explore the outlook for inflation and central bank action in the coming quarter.

Michael pays particular attention to the insurance, energy, banking and consumer cyclical sectors. We discuss Morningstar’s Top Picks including Persimmon and Shell.

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Find out more on the Vietnam Holding website.

We start with discussing Vietnam Holding’s participation at the inaugural Vietnam ESG Investor Conference and the progress Vietnamese companies are making across all three elements of ESG.

The podcast is recorded as Vietnamese stocks trade near year-to-date highs after a recovery from last year’s sell-off.

Craig provides a comprehensive update on the portfolio and details the companies bought and sold recently.

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We start with the analysis of the Bank of England’s decision to raise rates by 0.5% and the factors behind the surprise rate hike. The conversation moves on to the outlook for interest rates for the rest of this year and what we’ll need to see in inflation to avoid rates rising to 6.25%.

Craig makes comparisons to other policies of central banks and how the divergence in policy could create market opportunities for traders.

We finish with a rundown of key markets to watch for the rest of this year.

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Our cities are striving for cleaner forms of transportation, and governments are promoting the use of bikes and e-bikes.

WATT Mobility is pursuing its growth strategy with a crowdfunding round on Seedrs. We discuss why WATT are crowdfunding now and the opportunity for investors.

Find out more about their crowdfunding round on Seedrs here.

McKinsey has produced a comprehensive report on the future of mobility, in which e-bikes play a leading role. Read the McKinsey report here.

WATT Mobility has carefully positioned itself as an affordable option for riders and is targeting deep penetration of the European market by increasing its reselling network to 800 stores from 180 currently.

Explore WATT Mobility’s e-bike range here.

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We start by looking at recent macroeconomic developments and what they mean for markets. The FTSE 100 has slipped on debt ceiling fears and was staging a minor relief rally on news the House of Representatives had approved a deal.

We look at UK house prices and the implications for FTSE 100 housebuilders.

Greatland Gold has issued updates on funding and joint ventures this week. Alan provides an overview and explores the significance for the company.

Alan continues with a rundown of developments at Cadence Minerals’ Amapa iron ore project and investment in Evergreen Lithium.

We finish with an update on Truspine.

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Eytan and Randy provide a comprehensive overview of the recent developments at Challenger Energy Group. The focus is on their Uruguay asset which could yield as much as 1-2 billion barrels of oil. This would make the project a world-class asset.

Our discussion starts with a technical overview of the Uruguay asset and we move on to what investors can expect over the 12 months.

Eytan describes how the Uruguay asset is a unique prospect as it sits alongside fields operated by oil majors and Challenger Energy is the only junior operating in close proximity.

Find out more about Challenger Energy Group here.

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Marc takes a tactical approach to markets and individual equities and we discuss how positioning has evolved since our last Podcast.

We discuss the main macro drivers of stocks currently before moving onto sectors and individual stocks.

Marc explains his views on UK housebuilders and why the end of this year may bring opportunities.

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Nalaka is responsible for developing and implementing strategies across the Private Markets spectrum. This includes investments across Private Equity, Infrastructure, Real Estate, Natural Resources and Private Credit on a global basis.

The abrdn Diversified Income and Growth Trust provides investors with a structure and strategy usually associated with large insurance and pension funds. The portfolio is a mix of public and private assets delivered in a balanced approach to maintain a solid income and steady capital appreciation.

Find out more about the abrdn Diversified Income and Growth Trust here.

We discuss recent changes in the portfolio and how the team is navigating uncertainty around growth and rates.

Nalaka delivers deep insight into the trust’s weighting and recent changes in the holdings.

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Find out more about the India Capital Growth Fund.

Gaurav Narain manages the India Capital Growth Fund (LON:IGC), a growth-focused India equity investment trust.

The trust has rallied 228% over the past three years. We explore the main drivers behind the performance.

Gaurav provides a comprehensive overview of India’s economy and the favourable environment for growth equities. Attention is paid to how India is benefitting from the move away from China.

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We discuss:

• Rolls Royce (LON:RR)
• Golden Metal Resources (LON:GMET)
• Truspine (LON:TSP)

Rolls Royce shares have had a sterling start to 2023. We take a look at their Q1 2023 update and review their guidance. Alan provides his view on shares going forward.

Golden Metal Resources listed this week raising just under £2m. We provide an overview of the company.

We finish looking at the saga at Truspine.

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We start with a rundown of the key considerations for companies when accessing whether London is the best financial centre for their IPO.

Merlin makes comparisons to New York, and European and Asian centres, highlighting how London needs to up its game to attract companies in the future.

We discuss companies staying private for longer and have a quick look at the FCA’s new proposals to make London more attractive.

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We discuss:

• Lloyds (LON:LLOY)
• URA Holdings (LON:URAH)
• Seed Capital Solutions (LON:SCSP)
• 
  

Lloyds profits jumped as a result of higher interest rates and lower-than-expected impairment charges. The share price was ebbing away during the recording of this Podcast, we look at possible reasons why.

URA Holdings has come back onto Alan’s radar in recent weeks – we discuss the factors driving the recent rise in shares. Alan is a long-term holder.

We finish with a rundown of newly listed Seed Capital Solutions.

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Find out more about abrdn Private Equity Opportunities Investment Trust here.

We start with an overview of the private equity market and address the question – why should private equity be considered for your portfolio?

Our discussion then naturally moves towards the opportunity in private equity trusts currently and why the deep discounts represent a substantial disconnect from the reality of underlying NAV growth in the abrdn Private Equity Opportunities Investment Trust’s portfolio.

Alan describes the current private equity landscape and how he sees 2023 playing out.

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76.6% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.

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Find out more on Albion Capital’s website here.

Albion Capital reached the milestone of £1 billion in assets under management due to another strong fundraising round in the 2022/23 tax year.

Will provides vital insight into the benefits of investing in VCTs, including generous tax incentives and access to high-growth UK companies. Naturally high-risk investment vehicles, VCTs provide up to 30% income tax relief and tax-free dividends.

Albion Capital is a thematic investor focusing on FinTech, HealthTech and Software companies. We discuss a number of their portfolio companies and the opportunities Will sees in the year ahead.

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The sheer number of questions from investors at the recent virtual conference meant we were unable to deliver all of them to Kiran on the day. We ensure those questions are put to the Cadence Minerals CEO on this Podcast.

We cover:

• Evergreen Lithium’s IPO
• Evergreen’s assets
• The wider lithium market
• The Rare Earth portfolio
• The outlook for Cadence Minerals

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We delve into key market themes and three UK equities.

UK inflation remains above 10% and presents the Bank of England with a problem. Hike rates to fight inflation and risk the negative economic consequences of higher rates. Or, hold off and risk soaring prices in a cost-of-living crisis. We discuss their options.

Antofagasta has released their Q1 production report and we look at the merits of the copper miner in the current environment.

We review Greatland Gold and the Havieron gold project. Alan provides an overview of the latest updates from their JV with Newcrest.

We finish with a look at the upcoming Golden Metal Resources IPO.

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Nebeus is the banking alternative for Web 3.0, bridging traditional banking and digital assets in one app. Since 2020, Nebeus have doubled their users, reaching over 130K, and processed over €49M worth of money and digital asset transactions in 2022.

The Nebeus app allows seamless transactions in crypto as well as offering an everyday Euro or GBP account. The company plans to launch financial market trading facilities in the future.

Michael outlines their plans for the future and details the progress the company has made to date.

We discuss their crowdfunding round and how the funds will be deployed in order to achieve their long-term plans.

Find out more on their Seedrs Crowdfunding page here.

Don’t invest unless you’re prepared to lose all the money you invest. This is a high risk investment and you are unlikely to be protected if something goes wrong. 

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We take a deep dive into the European equity market and explore the opportunities identified by Michael Field’s European equity team.

Get Morningstar’s European Top Picks & Outlook for Q2

Our conversation starts with the key macro considerations before progressing to individual sectors identified as presenting value.

Michael outlines the opportunity in the energy sector and how energy majors could benefit from the energy transition.

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Temple Bar Investment Trust managers Ian Lance and Nick Purves have dedicated their careers to seeking out undervalued UK equities.We discuss how this

approach has performed over the past 100 years and how value investing has outperformed other strategies in all but two decades.

One of these decades was the 2010’s when growth stocks thrived in the low interest rate environment. Ian explains why he thinks there is now a shift back to value and the strategy Temple Bar are employing to provide investor returns.

Ian outlines individual companies within the portfolio and provides deep insight into the management of their portfolio.

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Plant Health Care has developed a suite of products which help boost crop yields by protecting them against the environment and parasites such as nematodes. 

Jeff details products including Harpin aß and Saori exploring the demand dynamics for each product.

We look at Plant Health Care’s pipeline of new products and the new markets Jeff would like to enter in the pursuit of their target to reach $30 million revenue by 2025.

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We start with looking at the drivers of the recent volatility and explore the implications of SVB’s failure and how UK markets could be impacted going forward.

With the FTSE 100 at 7,500 we look at where the index could go next and the potential catalysts for the next significant move.

Marc provides a recap of Vodafone and insights into companies that may start to look attractive and the tactical approach to allocating capital.

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We discuss:

• HSBC (LON:HSBA)
• Power Metal Resources (LON:POW)
• Tekcapital (LON:TEK)

HSBC has stepped in to buy SVB’s UK arm and provide certainty to their deposit holders. This has avoided immediate contagion but investors a still clearly uncertain about the medium term consequences as the FTSE 100 drops another 2% in early trade on Monday.

Tekcapital has announced MicroSalt has added another distributor in H Mart. H Mart will stock their SaltMe crisps.

We also look at Power Metal Resources and their change of personnel. Paul Johnson will stand down as CEO, but will remain a part of the company.

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This week, we discuss:

• Travis Perkins (LON:TPK)
• Cadence Minerals (LON:KDNC)
• Kavango Resources (LON:KAV)

We start with exploring the current FTSE 100 trading range and whether a break to the upside, or downside, is more likely.

The first company we discuss is Travis Perkins and their full year results. Cost inflation has dogged numerous companies and Travis Perkins is not immune. Travis Perkins revenue rose 8.9% but operating profit margin was eroded by higher input prices.

Cadence Minerals has a broad portfolio which is broken down and attention paid to their current valuation.

Download Kemeny Capital Cadence Minerals report.

We conclude with a look at Kavango Resources.

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