Investors' Chronicle26 Maalis 2024

‘Cultural attitudes around investing need to change’: Lee and the IC

Alex and Lord Lee have reunited for the seventh episode of Lee and the IC, two weeks on from Jeremy Hunt’s Spring Budget.

The announcement of a British Isa could shake up the UK’s private investing landscape so the pair begin by mulling over the practicality of the tax shelter and how future governments can improve the public’s attitudes towards investing.

In his statement, Hunt also announced the government would be selling its NatWest (NWG) shares, which could be the move to get the ball rolling on Lord Lee’s gifting shares to schools idea, a method to increase investing literacy.

Lord Lee then answers questions from listeners on how he generates investment ideas and whether stop-losses are a part of his method. As with each episode, the pair wrap up the conversation by discussing some of Lord Lee’s holdings, including Ampario (AMP), M&G (MNG) and Treatt plc (TET), which Investors’ Chronicle also profiled last week here.

This episode was recorded on 21 March.

Timestamps

1:31 A British Isa

3:24 How future governments can improve cultural attitudes to investing

5:54 Overseas shares tax exemption within Isas

9:41 Inheritance tax and Isas

12:49 Gifting shares to schools

20:05 Reader questions – does Lord Lee use stop-losses?

23:24 How he checks in on his portfolio

24:48 How he generates investing ideas

26:28 Will he write a sequel to his book How to make a million slowly?

27:30 Anpario (ANP)

32:55 Genus (GNS) and Benchmark Holdings (BMK)

34:58 M&G (MNG)

Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.

Investors' Chronicle is a service by the Financial Times.

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

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1165)

AI inflation, defence stocks and India funds: Companies and Markets Show

This week begins with how booming demand for AI infrastructure is driving a sharp increase in the price of memory chips. Erin Withey is in the studio to explain what this means for supply chains, whic...

17 Heinä 28min

Labour’s social media plans, house prices and legal stocks: Companies and Markets Show

This week’s show begins with Labour’s decision to force tech giants to give more prominence to traditional news broadcasters on social media, to help battle misinformation. Valeria Martinez discusses ...

10 Heinä 26min

What is the gender health gap – and how to beat it

The gender health gap is an issue which affects far more than just wellbeing; it impacts your career, earnings and long-term financial stability.In this episode of Women and Wealth, funds editor Val C...

7 Heinä 24min

AI vs recruiters, another IPO and farming stocks

In this week’s episode, we turn to Britain’s recruitment stocks. Valeria Martinez looks at the impact of AI on hiring demand, which is hitting share prices, and also discusses the perennial question: ...

3 Heinä 35min

Ocado, asset managers and Telecom Plus: Companies and Markets Show

This week, we begin with online grocer Ocado (OCDO) following reports of a CEO switch. Julian Hofmann dives into what a potential change at the top will mean for the FTSE 250 company that has struggle...

26 Kesä 29min

AO World, wealth managers & Castings: Companies and Markets Show

This week, we begin proceedings with a look at the contrasting fortunes of two UK wealth managers: Aim-traded Tatton Asset Management (TAM) continues to reap rewards from its dominance of the model po...

19 Kesä 31min

Meeting with Fevara’s CEO: Lee and the IC

Fevara (FVA:127p) may be new in name, but its roots and expertise stretch back more than a century through the former Carr’s Group. In the wake of this major transformation, the livestock supplements ...

16 Kesä 44min

Investing in photonics, GSK and new opportunities in venture capital: Companies and Markets Show

This week’s show dives straight into safety and equipment maker Halma (HLMA), which reported its full-year results on Thursday morning. It may be time to re-evaluate the company’s description as one o...

12 Kesä 33min