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Alan Green talks inflation, BP #BP, Blue Prism #PRSM & Karelian Diamonds #KDR on UK Investor Magazine podcast
We once more welcome Alan Green back to the UK Investor Magazine Podcast for our weekly exploration of UK equities and global markets.
UK inflation was today’s topic of discussion before we drilled down into BP (LON:BP), Blue Prism (LON:PRSM) and Karelian Diamonds (LON:KDR).
UK inflation rose to 2.1% in May as fuel, recreational goods and clothing helped prices higher as the economy reopened. A reading of 2.1% is marginally above the Bank of England’s target rate of 2% but with signs prices could elevated, there may be concerns in some corners of the market that it will force the BoE to hike rates in an economy not fully recovered from the pandemic.
As a gauge of the market’s feeling around potentially higher rates in the future, GBP/USD spiked higher by 40 points to GBP/USD 1.4120 in immediate reaction, before falling back.
Fuel prices rose 17% year-on-year, the biggest jump since 2017 as oil prices continued their march higher.
Alan Green talks Royal Mail Group #RMG, Destiny Pharma #DEST & ECR Minerals #ECR on the UK Investor Magazine podcast
Alan Green joins the Podcast with Jonathan Roy for the weekly instalment of UK equities and market themes.
With the FTSE 100 remaining stubbornly within a tight range, we look back at the appreciation we’ve seen in cyclical shares and whether investors should expect a greater proportion of their returns to be achieved from income in the form of dividends in the future.
Financials, tobacco and some commodity shares are now yielding significantly above 5% and present an attractive allocation possibility for investors.
Having secured promotion to the FTSE 100 we look at Royal Mail and the drivers behind the tremendous run in shares from below 150p to 600p. This was largely down to success inn parcel growth that could waver as the economy reopens so we question their growth strategy going forward.
We discuss Royal Mail (LON:RMG), ECR Minerals (LON:ECR) and Destiny Pharma (LON:DEST).
Alan Green talks British Land #BLND, Corcel #CRCL & Lexington Gold #LEX on the UK Investor Magazine podcast
Alan Green joins the weekly Podcast to discuss a number of equities including British Land (LON:BLND) following the release of their results.
The UK residential property market has defied calls for a collapse during the pandemic helped by government schemes such as reduction to Stamp Duty and a general reduction in supply. With the world now moving past the worst of the economic disruption, the UK property market is now entering a new chapter which could see housing activity rise to levels not seen since the financial crisis.
We discuss the key drivers behind the boom such as a ‘race to space’ and whether this can be sustained beyond the end of the year.
Naturally, we then move onto the commercial property sector and how cities such as London can realign their economies given the exodus of foreign born people, crucial to the hospitality sector associated with people working in offices.
There is detailed discussion of British Land (LON:BLND), Corcel (LON:CRCL) and Lexington Gold (LON:LEX).
Alan Green talks FTSE100, plus Rolls Royce #RR, Argo Blockchain #ARB & CVS Group #CVSG on the UK Investor Magazine podcast
This week’s Podcast with Alan Green looks at Rolls Royce (LON:RR), Argo Blockchain (LON:ARB) and CVS group (LON:CVSG).
Inflation is at the forefront of investors minds again with European equities, including the FTSE 100, sinking over fears of an increase in interest rates. Although central banks have made no indiction this will the case in the short term, it hasn’t stop markets sending bond yields higher. UK 10-year Gilts now yield 0.9% having only yielded 0.2% at the beginning of 2021.
Rolls Royce have recently announced a move into Nuclear Power with a series of projects that could provide power for a million homes. The mini power stations will provide diversification in a business model dogged by COVID.
Rolls Royce have been positive about the recovery in their aviation business as economies reopen, however, analysts have released a note this week which suggest Rolls Royce may have been over confident with their assumptions for the recovery. With the Rolls Royce share price up 46% YTD, we exam the merits of the company and whether now could be an entry point for investors looking at Rolls Royce shares.
With Bitcoin falling through the floor, there is attention paid to Argo Blockchain shares. The Bitcoin miner provides a proxy for the Bitcoin price and Argo’s shares have duly sunk in line with Crypto assets.
We also revisit veterinary company CVS Group who are enjoying the fruits of reoccurring revenue and growing demand.
Alan Green talks FTSE100 mining stocks, plus Cadence Minerals #KDNC, Itaconix #ITX & Mode Plc #MODE on the UK Investor Magazine podcast
Inflation has unnerved markets sending bond yields higher and shares higher. This Podcast addresses the dynamics around higher inflation and what it means for shares listed in London.
Alan Green joins us to look at FTSE 100 Bond-proxies that have the characteristics of strong cash flows and reliable shareholder distributions and explore the outlook in an environment of rising bond yields.
With multiple analysts and economists predicting a commodities super cycle, we touch on FTSE 100 mining shares and how much of a metals rally is already priced into shares.
Mode listed in London last year and investors have questioned ever since whether the Banking App company can be compared to the hugely successful Argo Blockchain. We look at this comparison and whether it would be sensible to make comparisons.
We discuss Cadence Minerals (LON:KDNC), Mode (LON:MODE) and Itaconix (LON:ITX).