FTAdviser Podcast

The latest edition of the FT Adviser podcast explores the case for investing in technology stocks right now, and whether the best way to do this is via a dedicated technology fund.

Joining FT Adviser senior investment editor David Thorpe to discuss the topic are Mark Hawtin, who runs the Liontrust Global Alpha fund, Fahad Hassan, chief investment officer at Albemarle Street Partners, and Alex Illingworth founder and fund manager at Goshawk Asset Management.

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Value investing is an investment philosophy whereby the investor buys assets that they believe to be undervalued by the market and thus have the potential to generate returns.

Over the last 12 months there has been a shift from growth to value: Surging inflation and commodity prices have been hugely beneficial for legacy companies in the oil and gas, and mining sectors as they have been able to take advantage of the global energy crisis and the switching on of demand post-Covid. An environment of rising interest rates is also helping value stocks to appear more valuable, as growth companies tend to have longer-term cash flow horizons; hence their valuations are affected more by rising rates.

So, with the increasing focus on sustainability can one be sustainable and a value investor at the same time?

Joining Ima Jackson-Obot, deputy features editor at FTAdviser, to discuss the topic are Roberta Barr, head of value team ESG - fund manager at Schroders, and Stuart Clark, WealthSelect portfolio manager at Quilter Investors.

The FTAdviser podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues.

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

In her maiden Budget, Rachel Reeves announced she would not be extending stamp duty thresholds for first time buyers nor did she increase the Lifetime Isa cap.

FT Adviser senior reporter Alina Khan speaks to Brian Byrnes, head of personal finance at Moneybox, Ray Boulger, senior mortgage technical manager at John Charcoal, and Danny Norris, mortgage and protection specialist at Premier Property Solutions, to find out how first time buyers will be impacted and what can be done to get more people on the property ladder.

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