About Hrkn to .. The Financial Outlook for Personal Investors
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Each week Share Radio casts its experienced eye over the financial and economic landscape from a British perspective, highlighting topics great and small that they feels are – or should be – of interest to the far-sighted personal investor.
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The Financial Outlook for Personal Investors - Why are foreign investors so interested in REITs?
For Simon Rose's last discussion with Russ Mould of A J Bell, Russ looks at the tentative bid for FTSE 100 stock Segro, once a warehouse REIT, now moving into data centres. It's the 16th bid for a UK property company in the last four years and yet UK investors don't seem interested in UK commercial property. The 10-year gilt yields 4.7% against a sector yield of 6.3%. Does that premium compensate investors for the risks? Russ wonders why, if REITs believe the sector discount to assets of 25%, they don't buy back their own shares. It would be more positive for the sector than bids, even if those bids show that there are people overseas who think that there is value there.
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18 Jun 2026
The Financial Outlook for Personal Investors: XP Factory & PZ Cussons
Yana Mihaylova of Edison Group focusses on XP Factory, a £32m AIM stock which is the market leader in escape rooms with Escape Hunt and also operates Boom Battle Bar. They are making a strategic shift from the latter to the former. Escape rooms are significantly cheaper to set up and run than the bars and are more profitable, so the shift makes sense, particularly given rising employment costs. The company aims to expand from 24 to 100 venues and make them larger and is helped by smaller escape room operations closing. Neil Shah of Edison returns to PZ Cussons, which manages a brand portfolio including Carex and Imperial Leather. Its trading update showed the new management team's turnround is ahead of expectations. The company aims to spend twice as much on R&D in 2027 as in 2025 and, with a yield of 4% and a forward P/E of 12, Edison feels it has a long way to run.
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11 Jun 2026
The Financial Outlook for Personal Investors: What do the FTSE100 changes mean?
Russ Mould of A J Bell discusses the quarterly reshuffle of the FTSE100 constituents. Coming in at the end of June are Computacenter, Investec and Aberdeen. Investec is the second bank to enter this year while Computacenter is felt to be an AI play. Out go Berkeley Group, Rightmove and Mondi, indicating sentiment turning against real estate and property. Investors often find companies moving up to be a positive indicator but we should not forget the disaster that was ASOS entering the FTSE250. In the end, investors should stick to fundamentals and valuations. Sector flows can be a useful soft indicator for spotting bubbles. Russ gives examples from the tech bubble and that of oil and resources. You just never know what is going to tip a sector over the edge or when.
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Who has been a guest on Hrkn to .. The Financial Outlook for Personal Investors
Names identified in recent episode analyses. Showing up to five guests.
Chloe Wong Yun Shing
Russ Mould
Finlay Mathers
Chloe Wong Yun Shin
Podcast Authority Score: 18 / 100
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