Looking for long-term outperformance? Sell the US and buy the UK. That’s the view of Fidelity’s Alex Wright, who joins this week’s Merryn Talks Money. As Wright points out, the UK market is very good for a contrarian looking for value plus a little momentum. 

Also in the episode, Wright discusses the opportunities in banks, life insurers and tobacco companies, and why he thinks Tesco is a good buy. 

Looking for long-term outperformance? Sell the US and buy the UK. That’s the view of Fidelity’s Alex Wright, who joins this week’s Merryn Talks Money. As Wright points out, the UK market is very good for a contrarian looking for value plus a little momentum.  Also in the episode, Wright discusses the opportunities in banks, life insurers and tobacco companies, and why he thinks Tesco is a good buy.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money

Looking to Outperform? Sell the US and Buy the UK

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/be72ef0d-58e9-48a3-bc1c-b1f001531906/transcript

Foresight Group’s Bernard Fairman discusses the movement toward cleaner energy, a lucrative investment theme he sees playing out over 30 to 50 years.

Foresight Group’s Bernard Fairman discusses the movement toward cleaner energy, a lucrative investment theme he sees playing out over 30 to 50 years.

Fund Manager Sees Energy Transition as Opportunity of a Lifetime

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8f920462-ee6f-4a5d-9a28-b1f50155aaf2/transcript

In this week's roundup, Merryn and Money Distilled newsletter author John Stepek discuss why the looming UK Budget has both consumers and businesses rattled, and whether Labour's performance at its party conference in Liverpool is doing enough to address the nervousness around investing in --and even living in-- the UK. They also discuss whether the relationship between the taxpayer and government is broken, and what danger is posed if it is.

In this week's roundup, Merryn and Money Distilled newsletter author John Stepek discuss why the looming UK Budget has both consumers and businesses rattled, and whether Labour's performance at its party conference in Liverpool is doing enough to address the nervousness around investing in --and even living in-- the UK. They also discuss whether the relationship between the taxpayer and government is broken, and what danger is posed if it is.

Roundup: Labour Party Conference 'Vibes,' Budget Fears, and Why We Should Care the Ultra-Rich are Leaving

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/58173dc4-0ef9-49ef-b740-b1f500db8cf5/transcript

How realistic is achieving a 20% annual return as an amateur investor? On this week’s personal finance edition of podcast Merryn Talks Money, it doesn’t take long for hosts Merryn Somerset Webb and John Stepek to come to the conclusion that consistently outperforming the likes of Berkshire Hathway in your free time is far from likely. 

But the bigger question is how to set yourself a realistic but rewarding goal in the first place. On this episode, Webb and Stepek take personal investors back to the drawing board to discuss setting targets, picking a portfolio and—most importantly—avoiding panic. 

How realistic is achieving a 20% annual return as an amateur investor? On this week’s personal finance edition of podcast Merryn Talks Money, it doesn’t take long for hosts Merryn Somerset Webb and John Stepek to come to the conclusion that consistently outperforming the likes of Berkshire Hathway in your free time is far from likely. 
But the bigger question is how to set yourself a realistic but rewarding goal in the first place. On this episode, Webb and Stepek take personal investors back to the drawing board to discuss setting targets, picking a portfolio and—most importantly—avoiding panic.

How Amateur Investors Can Maximize Their Returns

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bb4012c8-f4dd-4d6e-a697-b1f401082bb4/transcript

Looking to Outperform? Sell the US and Buy the UK

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