Philip Webster, Director and Portfolio Manager for European Equities at BMO Global Asset Management joins IGTV’s Victoria Scholar on this week’s podcast. Phil looks after the BMO UK High Income Trust and invests in a concentrate number of companies. He discusses the investment opportunity in stocks such as Wizz Air, ASOS and Close Brothers. Phil also explains why after a period when UK assets have been largely unloved, he is optimistic on the outlook for UK investments as headwinds such as Brexit and Covid-19 start to subside. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV

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UK stock picking with BMO GAM's Philip Webster

A year on from one of the big turning points in world history, where are we with COVID-19? Are we closing in on the end-game, or are we only just at the end of the beginning in the fight against this disease? In this episode, IGTV’s Jeremy Naylor caught up with Dr Navid Malik PhD MSc MBA ASCI. Dr Malik is a medically trained doctor, but one who has also built major healthcare franchises for leading UK brokers and investment banks, raising over £2bn for the sector. More recently his focus has been on COVID-19 and the need for continued investment to provide second and third generation vaccines to tackle future mutations beyond long-COVID. Dr Malik discusses what we know about COVID and how it is developing, what the pharmaceutical sector is doing to try and combat the disease and how the sector is coping with the pressures of delivering drugs to treat the effects on the human body. Then, what about the sector? Where are we likely to find the opportunities? Is it in big pharma or in amongst the some of the smaller biotech companies that have done so well recently? Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV

COVID-19: are we closing in on the end-game?

In this episode, we discuss nickel prices, which have recovered from the lows seen five years ago. We are joined by Brad Mills, the founder and managing director of Plinian Capital, who explains the motor that could drive further price hikes for nickel. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV

Nickel: where next after it hits six-year high?

The $1.9 trillion stimulus bill that is widely expected to be passed in the US is likely to have a far-reaching, positive impact on both personal and commercial wealth creation. In this episode, we are joined by Christopher Vecchio CFA, from Daily FX, who looks at how the money will be spent and who it is being aimed at. Will it have the damaging inflationary effect that former Treasury Secretary Lawrence Summers refers to? Possibly not, according to Vecchio. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Increased volatility means increased risk of rapid or large loss Follow us on Twitter @IGTV

US stimulus bill should help growth, jobs and inflation, but may see a weaker dollar

In this episode, we are talking about the retail sector, where Covid-19 crisis has brought forward the inevitable change. IGTV’s Jeremy Naylor is caught up with George MacDonald, executive editor at Retail Week. MacDonald discusses the survival of the fittest retailers and ways in which consumers now interact with retail outlets. He also talks about the future of the high street and out-of town-superstores, retail parks and shopping malls. The future of the corner shops is possibly the most interesting outcome of the retail space transformation as individually-owned shops may be little changed, depending on their ability to respond to local demand.   Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV

Retailers need to adapt or die: who will survive the shake-up?

In this week’s podcast, Ben Gutteridge, director at Invesco, discusses what the meteoric rise in GameStop this week, driven by a band of investors who came together on Reddit, could mean for the future of the investment world. Gutteridge says that while institutional collusion is certainly against the rules, retail trader talk online is more of a grey area. He also argues the events around GameStop might make hedge funds more reticent about vocalising their short positions in future. Beyond this, Ben talks about earnings from Tesla and Apple and this week’s surprising jump in the share price of Etsy, all because of Elon Musk’s dog! Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV

What GameStop could mean for the future of investment

With the interest in renewables already taking the subject onto the front pages, what is 2021 looking like? IGTV’s Jeremy Naylor talks to the CEO of Gore Street Capital, Alex O’Cinneide, who advises the Gore Street Energy Storage Fund.    O’Cinneide says renewables will continue to grow in popularity, and even without government subsidies the sector will remain on an upward trajectory. He points out that the UK is a global aspirational benchmark for other countries in the renewable sector. The two discus wind and solar energy. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV

Outlook for Renewables: the sector to continue growth in 2021

In this episode we are joined by Sam Wahab from SP Angel to talk about oil and its supply-demand mechanics. With the rollout of the Covid-19 vaccine it is expected that oil demand will begin to creep up later in the year and consumers come back online. This, tied in with the restricted supply - as producers won’t be able to turn the taps back on - will create support for oil prices. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV

Oil may rise this year on increased demand and restricted supply

In this episode, we are discussing the outlook for the FX markets in 2021. We are joined by Martin Essex, from Daily FX, to discuss the likely themes for 2021. His main point is that it is likely that the US dollar will continue to weaken as we see the year develop. Both monetary and fiscal stimulus leaving the dollar with little else other than to weaken. Martin also discusses possible strength for the euro, sterling and the yen. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV

Outlook for FX: USD weakness may be the defining theme in 2021 - Martin Essex

In this episode, IGTV’s Victoria Scholar speaks with Tone Vays, derivatives trader, analyst and YouTuber about the outlook for bitcoin in 2021. Vays says his conservative estimate for the cryptocurrency in 2021 is that it could reach $45,000. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV

Outlook for Bitcoin: cryptocurrency 'could reach $45,000' in 2021 - Tone Vays

With pretty much all of 2020 taken up with Covid-19, the markets have been pre-occupied about how central bank and governmental support has been able to underwrite our lives. In this episode, Robert Alster, the chief investment officer of Close Brothers Asset Management, tells IGTV that as the coronavirus vaccination is rolled out the sectors hardest hit will come back into vogue and will provide tremendous opportunity for those wanting to re-adjust portfolios as we all move on. On the rise in tech, Alster believes that this has changed forever and that we have begun to use tech in a new way that will, forever, be with us. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV

Outlook for Markets: 2021 likely to be a year of ‘two-halves’ - Robert Alster

In this episode, IGTV’s Victoria Scholar speaks to Dan Ives, head of tech research at Wedbush about the outlook for the US tech sector in 2021. Ives says the FAANGs could close next year up by at least 30%. He is also bullish on the cybersecurity sector. In terms of the laggards, he thinks some of the EV names could be looking overvalued amid intense competition in the sector. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV

Outlook for US Tech: stocks 'up at least 30%' in 2021 - Dan Ives

In this episode, we are taking a deep dive into the UK retail sector, which is now undergoing a critical period. IGTV’s Victoria Scholar is joined by Stephen Mader from Potoo Solutions to discuss how retailers are coping after the four-week lockdown here in the UK. While figures show that despite retail sales slowing down in November, online retail has performed better this lockdown than the one in March. Mader points out that lockdown constraints have forced innovation from all over the sector, from supermarkets to local high-street cafes. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV 

Retailers: how is the sector coping in the new normal?

As Bitcoin is yet again enjoying record-highs, should investors consider the cryptocurrency in their portfolio? IGTV’s Jeremy Naylor is joined by James Butterfill, investing strategist at CoinShares. The two discuss what’s driving the latest rise in the crypto space, and how digital currencies have come in the first place. Butterfill also explains why Bitcoin is becoming more and more appealing for investors. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV 

Bitcoin: at record highs, is it still worth considering?

The good news is that vaccines are on their way, to combat the Covid-19 strain of coronavirus, the bad news is that for the foreseeable future we’ll have to be vaccinated every year. In this episode, IGTV’s Jeremy Naylor talks to Cathal Friel, CEO of Open Orphan, an viral testing company that is watching how the picture will develop for those pharmaceutical companies that are in the throes of developing anti-virals. Those treatments, it is hoped, will enable us to return to normality. But what then? Which drug is going to be the preferred option? Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV

Vaccines will shape our post-COVID-19 world

Get exclusive insights from analysts and industry experts with IG Trading the Markets – a new podcast that covers everything from forex to stock trading, helping you to get more from the financial markets. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.

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