Couverture de UK Investor Magazine

UK Investor Magazine

UK Investor Magazine

De : UK Investor Magazine
Écouter gratuitement

À propos de ce contenu audio

The UK Investor Magazine provides analysis and insight into the world of investing, covering shares, funds, private equity and alternatives. Hear from UK-listed business leaders and the professionals at the forefront of the UK investment industry.

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

UK Investor Magazine
Economie
Épisodes
  • Private markets, PISCES and Angel investing with Vestd’s Yaroslav Kinebas
    Apr 14 2026

    In this episode of the UK Investor Magazine podcast, Jeremy Naylor speaks with Yaroslav Kinebas, Operations Director at FCA-regulated Vestd, about how retail investors can access shares in private companies.


    Find out more about Vestd here.


    The conversation covers PISCES, the new private market trading framework, looking at what it is, who it’s for, and the problems it aims to solve.


    They also explore how modern single-deal SPVs and syndicates are opening up private markets, enabling angel investors and smaller funds to diversify, share risk, and compete with larger players.


    A timely discussion on the democratisation of private capital and the growing role of retail investors in this space.

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

    Afficher plus Afficher moins
    14 min
  • Selecting leading-edge AI and technology companies with TMT Investments
    Mar 31 2026

    In this episode, we sit down with Alexander Selegenev, Executive Director of TMT Investments, the AIM-listed venture capital firm focused on high-growth technology companies across AI, software, and fintech.


    Alexander opens with an introduction to TMT’s business and investment philosophy, then walks us through the firm’s strategy and thesis in detail.


    We explore how TMT balances genuine excitement about artificial intelligence with the valuation discipline required to generate returns for shareholders.


    We dig into the numbers, asking why deployed capital fell sharply in 2025 compared to the prior year, and what that tells us about how the team is reading the current opportunity set. Alexander then takes us through the portfolio’s core holdings, including the standout story of Scale AI, which delivered a 138% uplift in just eight months following Meta’s investment, and what originally attracted TMT to the business.


    We also look at Bolt, now EBIT positive and active in more than 800 cities globally, and discuss how close the ride-hailing giant might be to an IPO or significant exit event. On the other side of the ledger, Alexander addresses the write-downs seen over the past year and the factors behind them.


    Alexander provides insight into their thinking around balancing special dividends with share buybacks and what success looks like for TMT Investments.

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

    Afficher plus Afficher moins
    51 min
  • US and UK equities, AI investing tools, and ISAs with Robinhood UK's Dan Lane
    Mar 27 2026

    Dan Lane, lead analyst at Robinhood UK, joins us for a wide-ranging conversation on markets, money, and the future of investing in Britain.


    We open with the big macro picture, examining what the latest volatility in the Middle East means for equities and how investors should think about interest rates and inflation in an uncertain geopolitical environment.


    From there, we turn to the UK investing environment. Dan gives his honest take on whether Britain has a cultural problem with investing, how younger generations are approaching the stock market differently, and what still needs to change.


    We dig into ISAs and why so many people leave their annual allowance untouched, the most damaging myths Dan hears regularly, and his verdict on whether government policy will actually shift behaviour.


    We finish with a look at how AI is transforming what retail investors can do today versus five years ago, and the most exciting applications Dan has seen emerging in the space.

    We close on UK-listed companies. We ask whether Dan is optimistic or pessimistic right now, and if he had fresh money to put to work in one corner of the UK market today, where would it go?

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

    Afficher plus Afficher moins
    28 min
Aucun commentaire pour le moment