UK Investor Magazine

The UK Investor Magazine was delighted to welcome Omar Hamdi, the founder and CEO of Pathos Communications, to the podcast to discuss Pathos Communications’ recent IPO and future plans. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Dan Higgins and James Bloomer from Marylebone Partners to discuss Majedie Investments’ deeply diversified approach to delivering value to shareholders.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 hereThe 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. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Michael Field, Chief Equity Market Strategist EMEA at Morningstar, back to the Podcast to explore the investment landscape for 2026.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. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to be joined by David Spickett, Founder of TheCarCrowd, to discuss the company’s crowdfunding campaign and how TheCarCrowd is democratising collectible car investment.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. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Ed Croft, CEO of Stockopedia, back to the podcast to explore the key drivers of returns in 2025 and look forward to 2026.Register here to learn how to identify stocks with a higher probability of market outperformanceThe 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 outperformanceThe 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.” Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome the founding team from Open Forest Protocol to the podcast as the carbon credit and forest management platform begins its crowdfunding round. 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. Hosted on Acast. See acast.com/privacy for more information.

he UK Investor Magazine Podcast was delighted to welcome Filip Lövström, CEO of Roam Electric, who joined Jeremy Naylor to discuss the firm’s rapid expansion in the African electric motorcycle market.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. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Krystal Lai, Head of Communications at Majestic Corporation, back to the Podcast for another insightful discussion around critical minerals and urban mining.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. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Nick Train, Fund Manager of the Finsbury Growth & Income trust, for an enthralling discussion about Finsbury Growth & Income and his focus on data-rich companies successfully deploying AI.Find out more about Finsbury Growth & IncomeFund 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. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Dan Daly, Founder & CEO of Occuity, and CCO Mark Jenkins to delve into Occuity’s eye scanning disease detection technology.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. Hosted on Acast. See acast.com/privacy for more information.

Jesse Myers, Bitcoin Strategy Consultant of The Smarter Web Company, joins Jeremy Naylor as part of the UK Investor Magazine Aquis Showcase Series running up to the event on 19th November.Please register for the Aquis Showcase here using the code ‘UKINVEST’ for a 20% discountThe 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. Hosted on Acast. See acast.com/privacy for more information.

Shaun Hinds, CEO of Newbury Racecourse, joins Jeremy Naylor as part of the UK Investor Magazine Aquis Showcase Series running up to the event on 19th November.Please register for the Aquis Showcase here using the code ‘UKINVEST’ for a 20% discountNewbury 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. Hosted on Acast. See acast.com/privacy for more information.

Join us for an insightful conversation with Russell Shor, Senior Market Strategist at Tradu, as we delve into UK interest rates, the bond market, the FTSE 100, and the gyrations in US AI stocks.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. Hosted on Acast. See acast.com/privacy for more information.

Chris Heminway, Executive Chairman of Time to Act, joins the UK Investor Magazine as part of the Aquis Showcase Series running up to the event on 19th November.Please register for the Aquis Showcase here using the code ‘UKINVEST’ for a 20% discountTime 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. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we sit down with Matt Cable, Fund Manager at Rights & Issues Investment Trust, to explore his investment strategy and approach to UK smaller companies.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. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome Dr James Claypole, founder of Ail Arian, to discuss the sustainable printed electronics pioneer’s technology and its current funding round.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. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Neil Wilson, Investor Strategist at Saxo UK, to discuss global equity markets and key near-term events.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. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Brendan Callan, CEO of Tradu, back to the podcast to explore what zero commission trading means for individual traders and the market as a whole.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. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Krystal Lai, Head of Communications at Majestic Corporation, back to the podcast to discuss the Urban Miner’s recent half-year report and plans for growth through 2025 and 2026.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. Hosted on Acast. See acast.com/privacy for more information.