Moments

Master Investor

Master Investor’s Jonathan Davis and Sarah Lowther talk about why March 2023 was a mega merger month, and why there’s so much consolidation in the broking sector and activity in the private equity space.
 
Davis advises those with surplus income and the younger investor to consider venture capital trusts as they ‘essentially’ give investors tax breaks. “They are very risky,” says Davis, “but they do provide a very tax efficient alternative for higher risk, smaller company investment.”
 
With predictions of ‘more trouble to come’ for the UK economy and investment landscape, Davis describes the economy as a head-scratching conundrum with the consumer demonstrating resilience against a backdrop of higher interest rates and energy prices.
 
Jonathan and Sarah also wax lyrical about the state of Royal Mail, and columnist A N Wilson’s dark childhood boarding school experiences which contrasted with the light of his father’s eccentricity.

VCTs - tax efficient alternatives in uncertain times

Graham Rowan, Chairman of Beaufort Private Equity, interviews Jim Mellon ahead of the forthcoming Master Investor Show (this recording was made before the date of the show was changed to the 15th of April 2023 due to rail strikes).

Jim Mellon meets Graham Rowan of Beaufort Private Equity

Master Investor’s Sarah Lowther and Jonathan Davis talk about what stopped the FTSE 100 from breaching the tantalising 8000 level, and the latest survey from FTSE creator Professor Dimson and friends.
 
Davis suggests foreign investors need to return to the UK market and reinvigorate its position in the World Equity Index after halving over the past two decades. He also reveals the golden rule concerning dividend yields and equity purchases.
 
Generous to a fault, Davis also summarises the latest 272-page survey from renowned financial historians Dimson, Marsh and Staunton and discusses how Gen Z’ers can still make money from investing, and why investment decisions are best made in the summer and not in March at the end of the financial year.

Make investment decisions during the summer and not at the end of the financial year

Master Investor’s Sarah Lowther and Jonathan Davis discuss the investment themes that have started to materialise this year. 
 
With some equity market indices approaching or breaking through their 200 day moving averages, is this potentially a positive sign for the rest of 2023? 
 
Davis talks about the phenomenal success of passively managed funds over the past two decades, and names the active fund managers who deserve honourable mentions.   
 
Inflation in the UK is discussed. Will it return to the Bank of England’s 2% target and why is BOE Governor Andrew Bailey eating humble pie?
 
And discover why Davis says this is the year that the trip to the US should be a vacation destination and the Western Isles shouldn’t.

As goes January, so goes the year. Will 2023 be a stormy one?

Glen Goodman interviews Hassam-Moussa Rawat, Co-Founder and CEO of revolutionary blockchain start-up Lingo, to find out how Lingo is using blockchain technology to create a token which enables real estate investment to deliver vacation rewards.

Videos - Master Investor

Latest videos

All videos