The City View: Netflix stock plummets, and Interactive Investor’s Richard Hunter on “easy money” decade, strong UK markets April 20, 2022 Today Andy Silvester talks to Richard Hunter, Head of Markets at Interactive Investor. They go through strong UK market performance; US indices — Netflix woes, and the NASDAQ’s near 13% dip this year; and the “easy money” economy this past decade, and how going forward young traders might be seeing lower returns on their investments [...]
The City View: Michael Hewson on Germany’s Russian energy oversights and Merkel’s legacy April 19, 2022 Today Andy Silvester talks to Michael Hewson, Chief Markets Analyst at CMC Markets. They go through the latest IMF forecasts, which included downgrades and the worst growth forecast in the G7 for the UK; Germany’s exposure to energy price fluctuations, the mounting pressure to reduce its dependency on Russian oil and gas, and Angela Merkel’s [...]
The City View: Rob Appleby, CIO of the Cibus Fund, on the future of food, food tech, and supply chain disruption April 13, 2022 Today Andy Silvester chats to Rob Appleby, co-founder and Chief Investment Officer of the Cibus Fund, a London-based private equity platform focused on investments in sustainable food and agriculture. They go through the tech revolution in farming; why we should rethink the production of food; the impact of Russia’s invasion of Ukraine on the global [...]
The City View: Victoria Scholar on rising prices, unemployment and retail sales data; and XR cause Lloyd’s of London HQ shutdown April 12, 2022 Today Andy Silvester talks to Victoria Scholar, Head of Investment at Interactive Investor. They go through some of the week’s economics data on GDP, unemployment, retail sales, and talk trading updates. They discuss the latest from ASOS, Deliveroo, and EasyJet: ASOS is facing a raft of headwinds, as investors lose confidence in the online retailer; [...]
The City View: Sluggish UK economic growth, and Heathrow flying high April 11, 2022 Today Andy Silvester talks to City A.M.’s Economics and Markets reporter Jack Barnett. They go through lacklustre UK economic growth figures and why the cost-of-living crisis will hinder said growth; the latest inflation figures; the global economic recovery; and economic uncertainty to come. Andy also goes through the news: Heathrow has marked its highest number [...]
Tech Weekly: Alex Marsh, Head of Klarna UK, on post-Brexit financial regulation, consumer protection, and difference between Klarna and credit cards April 8, 2022 On this week’s Tech Weekly episode, City A.M. reporters Charlie Conchie and Lily Russell-Jones chat to Alex Marsh, Head of Klarna UK. They go through the Innovate Finance fintech summit, Buy Now Pay Later regulation and the UK’s financial regulation post-Brexit; measures needed to protect consumers from debt; what role services such as Klarna are [...]
The City View: Guy Harrington, CEO of property lender Glenhawk, on housing market outlook April 7, 2022 Today Andy Silvester talks to CEO of property lender Glenhawk. They talk about Glenhawk’s inception and its bridging loans solutions; the housing market as it stands right now, its resilience, and what’s to be expected going forward; whether there is still the push to live outside of London; and demand for property in the capital. [...]
The City View: Innovate Finance summit roundup, and two Lidl adverts banned April 6, 2022 Today Andy Silvester chats to City A.M. reporter Charlie Conchie, and whistles through the main headlines you need to know. Andy and Charlie go through this week’s fintech Innovate Finance summit — they discuss the London Stock Exchange CEO’s comments yesterday on bosses needing a pay boost; Ron Kalifa’s views on the mindset shift needed [...]
The City View: Michael Hewson on the central bank dilemma, equity market resilience, consumer confidence dip April 5, 2022 Today Andy Silvester talks to CMC Markets’ Michael Hewson — they go through the latest on PMI; the effect of inflation and price hikes on consumer confidence; the dilemma central banks face when it comes to hiking rates or not; and market resilience and rebound amidst European turmoil. Andy also takes us through the headlines: [...]
The City View: Consumer confidence dips, and the Treasury aims high April 4, 2022 Today Andy Silvester chats to City A.M. reporters Jack Barnett and Lily Russell-Jones. Jack takes us through the latest consumer confidence data from PWC, as the numbers show the sharpest rate of decline since the financial crisis in 2008, and asks whether this will translate to the job market. Lily discusses Rishi Sunak’s plans to [...]