UK Investor Magazine provides breaking financial news and investment ideas
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The UK Investor Magazine was thrilled to welcome Sir Martin Sorrell to the podcast for a broad-ranging conversation covering FIFA’s failed attempt to raise private investment, the current state of the UK economy, and where he sees opportunities by geography. Having been in the US for the World Cup, S4 Capital Chairman Sir Martin starts […] The post Sir Martin Sorrell with David Buik and Michael…
Markets are noisier, faster and more reactive than ever. But does short-term thinking create long-term opportunity? The Merchant’s Trust, lead manager Simon Gergel explores how modern markets have largely shifted away from individual stock picking towards momentum, passive flows and broad market positioning. Simon discusses how short-term behaviour, driven by hedge funds, basket trades and […] The…
Quantum computing is often described as the next frontier, a technology that could solve problems beyond the reach of today’s computers. But how close are we to seeing real-world applications, and what does it mean for investors? Mike Seidenberg, lead manager of Allianz Technology Trust, explores the opportunities and challenges surrounding quantum computing. He discusses […] The post Quantum…
Simon Gergel, lead fund Manager at The Merchants Trust, reflects on more than 30 years of investing through changing market conditions. From the dot-com bubble and the global financial crisis to COVID-19 and today’s AI-driven market rally, Simon shares how experience has shaped his approach to investing and why discipline matters more than emotion. The post What does decades of investing through…
Cybersecurity has become one of the most critical areas of technology, but it is also one of the most challenging sectors for investors to navigate. In this episode of Silicon Valley Bite Size, Cherry Reynard sits down with Mike Seidenberg, lead manager of Allianz Technology Trust, to explore why success in cybersecurity can be surprisingly […] The post Cybersecurity Investing: Why Today’s Winners…
In investing, risk is often measured against a benchmark or by day-to-day market volatility. But is that really what matters most? In this episode of Connected Investor, Brunner Investment Trust’s Julian Bishop and James Ashworth challenge conventional thinking about risk, arguing that the greatest danger isn’t underperforming an index… it’s the permanent loss of capital. […] The post The Brunner…
The UK Investor Magazine was delighted to welcome Ed Croft, CEO of Stockopedia, back to the podcast to delve into Stockopedia’s rules-based investing indicators and how investors can gain an edge on share price re-ratings. In this episode, he discusses new research into a pattern he had traded on instinct for years: what happens when […] The post Catching share price re-ratings early with Ed…
The UK Investor Magazine is joined by Krystal Lai, Head of Communications at Majestic Corporation (AQSE:MCJ/OTCQB:MCJCF), to discuss the company’s recent results and the outlook for the year ahead. Krystal runs through the highlights of Majestic’s latest results, explaining the reasons behind the revenue dip and the drivers of notably higher profits and improved margins. […] The post Expanding…
The UK Investor Magazine is joined by Marc Kimsey, Director at F&O Research, to review the first half of 2026 and look ahead to the rest of the year. Download H1 Review Marc shares his take on the recent AI wobbles and whether the sell-off marks a healthy pullback or the end of a bubble, […] The post AI stocks, UK housebuilders and the H2 outlook with Marc Kimsey appeared first on UK Investor…
The Merchants Trust lead manager Simon Gergel explores one of investing’s toughest challenges: maintaining conviction when markets move against you. Simon explains why conviction is not blind faith, but a disciplined process of constantly testing investment ideas, questioning assumptions and separating genuine risks from market noise. Using Tate & Lyle as a real-world example, Simon […] The post…
