Claim OwnershipSharesify
Subscribed: 0Played: 0
Subscribe
© 2026 Sharesify
Description
Sharesify is a retail investor podcast aimed at making investing easier for everyone.
29 Episodes
Reverse
In our latest podcast, Sharesify’s Steven Frazer and James Crux welcome Laura Foll, co-manager of investment trust Law Debenture (LWDB). This trust is a rare breed in the current investment trust space. With a unique operating model that may be partly responsible for the shares trading at a premium to NAV, Laura talks us through this model. Moreover, she explains what she believes its advantages are. 47 years of dividends We then touch on the manager’s thoughts on its ‘Dividend Hero’ statu...
In our latest Sharesify podcast special, James and Ian welcome Charlotte Cuthbertson, co-manager of MIGO Opportunities Trust (MIGO). MIGO is part of the Asset Value Investors (AVI) stable. The trust is unique in that it invests in discount opportunities in other closed-end funds where the managers believe there is a catalyst to unlock value. That gives them the flexibility to invest in any geography or asset class. Charlotte outlines MIGO’s strategy and walks Ian and James through the ways th...
James and Ian discuss another week of choppy markets, along with positive reastults and market reaction to the latest updates from Next, THG and Capita. There's also an update on the situation at Herald investment trust as it looks to counter activist Saba, news on M&A in the UK commercial property space and a look ahead to results next week from AG Barr, Raspberry Pi and Nike.
In this latest Sharesify podcast special, James and Ian welcome Nicola Takada Wood, managing director of the AVI Japan Opportunity Trust (AJOT). This fund aims to capitalise on Japan’s increased focus on corporate governance, balance sheet efficiency and shareholder returns. Nicola explains how ‘AJOT’ invests in undervalued, cash-rich companies and uses constructive engagement to unlock value. She also explains why the corporate reform story in Japan has still got legs under the country’s new...
In the latest edition of the Sharesify Podcast, Ian and James discuss why markets remain difficult for investors to navigate due to the ‘tape bombs’ emanating from the White House. While the FTSE 100 has resurfaced above the 10,000 level, the FTSE 250 has been slower to recover. On the earnings front, James addresses the Middle East challenges facing protein powders-to-supplements firm Applied Nutrition (APN) and highlights this week’s fresh £300 million buyback from DIY retailer Kingfisher (...
In this latest Sharesify podcast special, the team welcomes Anthony Lynch, co-manager of JPMorgan Claverhouse Investment Trust (JCH), to discuss the trust’s process and its remarkable 53-year record of rising dividends. Anthony also manages Mercantile Investment Trust (MCH) and two open-ended equity income funds, and brings a wealth of experience. JPMorgan Claverhouse gives investors access to the long-term growth and income potential of the UK stock market. The managers look for attractivel...
Ian previews tonight’s Fed meeting and says there is ‘no suspicion’ that the US central bank will cut interest rates with West Texas Intermediate north of $90. Also, James discusses Liontrust’s (LIO) acquisition of River Global’s (RVRG) asset management arm. This deal beefs up the fund manager’s investment talent and expands its range of investment trusts. Two trust talking points He also highlights why investors should look past a rare performance blip at the world’s oldest investment tru...
In today’s podcast, the Sharesify team talk markets, technicals, and the week’s winners and losers. While the FTSE 100 is still clinging above 10,000, the S&P 500 is nearing a key market support level. Ian explains what it is and why so many market-watchers are keeping an eye on it. Companies in focus First up, Steve flags results from US software behemoths Adobe (ADBE) and Oracle (ORCL). In Adobe’s case, strong Q1 revenue growth and increasing AI adoption have been overshadowed by the...
In our latest podcast, Sharesify’s Steven Frazer and James Crux welcome Winterflood‘s head of investment trusts research, Emma Bird. They discuss the trusts landscape, structure, historically high discounts, Saba activism and lots more. To begin with, they talk through Smithson’s (SSON) controversial switch from investment trust to OEIC status and what the advantages of the trust structure is even for funds largely invested in liquid listed. The team then move on to historically ...
In our latest podcast, Sharesify’s Steven Frazer, James Crux and Ian Conway talk markets, mining and the shock walk out of an investment trusts management team. FTSE 100 is still clinging above 10,000, Ian explains. Meanwhile, there is a surprise reverse for defence stocks as Trump talks up an end to conflict in the Middle East. Edinburgh Worldwide (EWI) plans a cash return to shareholders after crumbling in the face of Saba activism, James explains. In addition, the AIC is slamming Saba as i...
In our latest podcast, Sharesify’s James Crux, Ian Conway and Steven Frazer talk markets, explaining a surprisingly robust US, a big sell-off across Asia and why an oil spike is to blame. Investment trusts are never far from the chaps’ thoughts and Alliance Witan (ALW) comes under the microscope, as does the surprise stakebuild by activist Saba in Allianz Technology Trust (ATT), one of the sector’s superstar performers of the past decade. Ian flags recovery at Rentokil (RTO) to ‘buzzkill’ at ...
In our latest podcast, Sharesify’s James Crux, Ian Conway and a croaky Steven Frazer spin through a busy and bumpy market so far this week. Ian puts us in the loop with UK market falls. He tells us which is Europe’s big loser so far. But it’s Asia that is really hurting. In fact, South Korea’s Kospi Index crashed to its biggest one-day fall. Steve puts some meat on the bones as the Straits of Hormuz close. He explains where else oil jitters are getting investors antsy. Meanwhile, central bank...
In our latest podcast, Sharesify’s James Crux, Steven Frazer and Ian Conway talk blowout earnings from Nvidia (NVDA) and hiked guidance, but a puzzling big fat meh! from the markets. James gives us a quick wrap of what the markets have been doing, and the chaps chat through results highlights, and lowlights and what to watch out for next week. Ian talks through figures from London Stock Exchange (LSEG), and flags former ads giant WPP (WPP), firmly in turnaround mode (again!) after hitting 29-...
In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux talk AI doom, Guinness and tequila sales at Diageo (DGE). They also discuss a shrinking investment trust sector and loads more. Steve kicks us off with a look at Citrini Research’s bleak AI future. He discusses why markets are so worried, and what the impacts might be. Furthermore, he flags Sharesify’s feature on the topic, plus IBM’s (IBM) worst daily decline in 25 years. James talks us through Diageo’s recent report...
In our latest podcast, Sharesify’s Steven Frazer and Ian Conway are delighted to welcome our very first guest, Mark Northway of ShareSoc. Mark is a board member of the retail investor advocate organisation. Previously, he was its chairman from April 2016 to December 2021. Mark gives us the elevator pitch as to what ShareSoc is and its objectives. Then he discusses investment trust mergers and the ongoing campaign by activist Saba. We talk through whether Saba is acting as a force for good for...
In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss an interesting week on UK and overseas markets. There are more investment trusts merging – BlackRock Throgmorton (THRG) and BlackRock Smaller Companies (BRSC). They also discuss what activist Elliott Investment Management wants London Stock Exchange (LSEG) to change. In addition, Nvidia (NVDA) earnings are coming in hot next week. As investors rethink US large cap exposure, Ian flags where some of the money is...
In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss a rampant week for Raspberry Pi (RPI) – the stock has surged 50%+ this week… what’s going on? Steve and Ian provide answers. In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss a rampant week for Raspberry Pi (RPI) – the stock has surged 50%+ this week… what’s going on? Steve and Ian provide answers. Also on the agenda, James introduces listeners to Applied Nutrition (APN), what...
In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss market mood dominated by AI, bonds, the AIC/Saba punch-up, why £10bn for Schroders is too cheap, and a heavy metal week incoming...
In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux open with Winter Olympics talk and news from ‘down The Lane’, and why Steve think’s rock band Stealers Wheels is appropriate. James then unwraps a couple of results from UK small caps Ramsdens (RFX) – not the chippy! – and PZ Cussons (PZC). The chaps then chat through London Stock Exchange (LSEG) news after its recent sell-off, and ponder what activist investor Elliott might be up to with its stake build. Ian walks u...
In our latest podcast, Sharesify’s Steven Frazer and James Crux reflect on a bumpy old week for major #stockmarket (AMZN) and #google (GOOG). Steve reveals the staggering combined cost that major firms expect to lavish on AI capex wars this year, James then discusses #Citroen, #fiat and Chrysler car maker #stellantis (STLAM), following the company’s massive €22 billion asset write-down, and how that will impact #income seekers particularly badly. James also reveals the divergin...
Comments
Download from Google Play
Download from App Store
United States