The Steps to Investing Podcast

In our Big Interview, we speak to interactive investor's Myron Jobson, to find out why crypto investing has become so popular in the UK and ask if it's all just a big con. In markets, we find out whether China is managing to bounce back strongly from Covid restrictions, how the US debt ceiling negotiations were settled, and the latest on the health of the UK economy. And in companies, we get the latest headlines on Soda Ash, Vodafone and Three UK, Microsoft, Shell, and Apple. Please subscribe and share.

This week, in our Big Interview, we speak to interactive investor’s Alice Guy, and try to answer whether you should hang up your workplace pension in exchange for a private one, like a SIPP. In markets, we examine a banking crisis and a debt ceiling crisis in the US, and look at how China is getting on in its post pandemic recovery. In companies, we look a mega-tech, and explore the results of Apple, Alphabet, Amazon, Microsoft, and Netflix. Please subscribe and share.

In this week’s show, we kick off our AVI Early Bird Investor campaign, and speak to AJ Bell’s Laith Khalaf as well as renowned investment journalist Cherry Reynard, to find out why you need to get investing as soon as possible as the new tax year begins. Elsewhere, in Markets, we look at poor US and UK economic data as well as how China's economy is faring following the relaxation of its Covid rules this year; and in Companies, we shoot through the headlines on Royal Mail, WH Smith, Diageo, Warner Bros, and EasyJet. Please subscribe and share.

This week, it’s family time as we explore investing for our children with AJ Bell’s personal finance guru, Laura Suter. Elsewhere, in markets we look at an averted banking crisis, some positive economic data in the UK, and the surging price of oil; and in companies we get the headlines for Virgin Orbit, Tesla, AstraZeneca, Cineworld, and L’Oreal. Please subscribe and share.

SPECIAL: We speak to interactive investor's Myron Jobson to examine how ISA millionaires go about investing and differ from regular ISA investors, as well as Lord John Lee, the UK first ever ISA millionaire, to find out what's in his secret sauce in becoming an ISA millionaire. Elsewhere, we look at the impact of a simmering banking crisis in 'Markets', as well as five headlines in 'Companies', including some disappointing results from John Lewis. Many thanks to our sponsors Alliance Trust. Please subscribe and share.

This week, we speak to Dan Brocklebank from Orbis Investments about the industry norm for investment fees, why they potentially create issues for end investor outcomes, and whether there’s a better way. In markets we look at inflation data out of the US, the housing market in the UK, and how China is getting on following loosening of Covid restriction earlier this year; and in companies, we run through the headlines for ARM holdings, Cineworld, AB Inbev, WH Smith, and BP. Subscribe and share.

This week it’s PensionBee and pensions expert Becky O’Connor discussing the cost of three different standards of living, how big a pot you need, and some top tips for getting there. In markets, we look at positive data in the UK, negative data in the US, and some relief in energy markets; and in companies, in the midst of earnings season, we discuss AstraZeneca, Compass, Deliveroo, Nestle, and Lilt. Please subscribe and share.

This week, we speak to AJ Bell’s professional fund selector Ryan Hughes to get his top tips on choosing good active funds – those with fund managers selecting investments. Elsewhere, we hear about interest rates, rosy data and spy balloons in Markets; we get a reminder on ISAs in our Explainer; and we look at controversial profits in the Oil & Gas sector in our Companies report. Please subscribe and share.

This week, we speak to expert trader Ross Maxwell to understand the differences between trading and investing, and get his view on how attractive cryptos and various global stock markets are. Elsewhere, we hear why the UK is has been performing strongly recently; analysis from AJ Bell’s on which out of the 27 different investing strategies that they’ve tracked have performed strongly over the past decade; and in companies, we’ll shoot through the headlines on Apple, Microsoft, Netflix, Burberry and Deliveroo. Please subscribe and share.

In our first episode of season 6, we peer into the crystal ball and speak to Darius McDermott, managing director at Chelsea Financial Services, about his expectations for stock markets in 2023, including where he thinks there are investment opportunities and the funds he would choose for investors seeking different levels of risk. In addition, we hear about energy, China and the UK in markets; we look at how much you need to save for basic, moderate and comfortable standards of living in retirement in our explainer; and we hear how some common households names have been faring in the tough economic environment in our companies report. Please subscribe and share.

In our Christmas Special and last episode of season 5, we listen to Keshav Lohiya on what's driven high oil prices in 2022, Ben Constable Maxwell on the current state of the energy transition, Laith Khalaf on why the economy is facing an unusual recession, and Laith and Nick Britton on investing in this dreary economic climate. PLEASE SUBSCRIBE AND SHARE.

This week we chat to AJ Bell’s pension expert Tom Selby to get the latest industry updates and some tips for getting the most out of our pots. In markets, we look at China’s Covid changes and the drop in the price of oil. Our explainer looks at premiums and discounts and potential bargains in the investment trusts sector. And in companies we fly through the headlines on Theranos, Wirecard, JP Morgan and Twitter. Please subscribe and share.

In the final episode of our three-part special with Alliance Trust, we bring together the investing concepts discussed throughout the series and speak to beginner investor Samson as he starts on his journey in the stockmarkets. We discuss his feelings about savings in an inflationary environment, why he wanted to learn more about the seemingly complex world of investing, the ambitious financial goals he has set himself, and why he plans to take a long term approach.

We speak to interactive investor's senior personal finance analyst Myron Jobson, to dissect Chancellor Jeremy Hunt's Autumn Statement and find out how changes may impact you. Elsewhere, in markets we hear out about some new economic data in the UK and why oil prices have been soft this past fortnight; in our explainer, we look into the collapse of crypto exchange FTX; and in companies we cover the headlines on Twitter, Disney, Shell and Manchester United. SUBSCRIBE AND SHARE.

Curious as to how to set about forming an investment plan that gets you to your financial goals? We speak to chartered financial planner (CFP) Felix Milton to find out what this entails. We also take a look at Fed and Bank of England recent interest rate moves and what this has meant for markets, and we shoot through headlines, including for Meta, Twitter, Made.com, and WeWork. Please subscribe and share.

In the second episode of this three-part mini-series special with Alliance Trust, we speak to chartered financial planner Sam Sloma to get the professional perspective on being a patient, long-term investor. We explore why investing in the stock markets over lengthy timeframes leads to wealth creation, how to get around your nerves when first investing and what to do to prepare, whether lump sum or drip-fed investments are best for returns, and why down markets are part and parcel of stock market investing. Subscribe and share.

Neil Woodford was a star fund manager at investment firm Invesco for 25 years before setting up on his own. All was well, and then, disaster. We speak to AJ Bell’s Ryan Hughes to find out what happened. Elsewhere in the pod, we hear the latest political drama in the UK and its impact on markets; some research from Alliance Trust quantifying the value of remaining patient when investing, especially when markets are volatile; and we hear the main company headlines, including from Shell, Meta, Credit Suisse, Unilever, and Lloyds.

This week we speak to AJ Bell's head of investment analysis, Laith Khalaf, to understand the unusual nature of the recession forecast by the Bank of England, and different investing strategies to get you through it. We also analyse what's been going in markets including reactions to US data and OPEC production cuts. We explain what's been going in with the UK gilt market and pension funds, and we look at four of the top stories in companies, including Starling, Tesco, Ikea and EasyJet. Please subscribe and share.

In the first of our three-part special exploring the benefits of being a patient, long-term investor, we speak to Moira O'Neill, private investor and FT columnist, to find out about her journey in investing. We chat through investing goals, getting started, dealing with market downturns, the benefits she has found with investing over the long term, and her top tips for those looking at volatile markets at the moment and wondering whether to take the plunge. Subscribe and share.

We speak to Simon French, chief economist at Panmure Gordon, to discuss the issues with the budget, and find out how economists and central banks got it so wrong with inflation. In markets, we focus on the turmoil in the UK government bonds, and explain what impact the Bank of England's monetary response will have. Plus, the headlines in companies, including Porsche, Apple, Twitter, and H&M. Please subscribe and share.