The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast.
Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends.
Listen on SoundCloud, YouTube or wherever you get your podcasts.
Dividend Investing: How to pick the right stocks - with Aneeka Gupta
Are dividend-paying stocks worth a closer look in today's uncertain market? On the Investing, Markets & Money podcast, Stuart is joined by Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, to explore the role of dividend investing in a long-term portfolio.
We discuss why investors are reassessing concentrated equity portfolios, how to distinguish sustainable dividends from potentially misleading high yields, and why dividend growth can matter more than headline yield. Aneeka also explains how dividend-paying equities compare with bonds, why Europe and Japan offer interesting opportunities, and how technology stocks can fit into a dividend strategy.
An insightful conversation for investors interested in equity income, portfolio diversification and the balance between income today and growth over time.
You can find more on WisdomTree's quality dividend ETFs here - https://www.wisdomtree.com/gb/strategies/global-quality-dividend-growth
The Investing, Markets & Money podcast is brought to you by The Armchair Trader.
Subscribe to our free newsletter for more investing insight - https://www.thearmchairtrader.com/newsletter/.
8 Oct 2026
Investing in India: The Outlook is as Bright as Ever - with Rita Tahilramani and James Thom
India has faced a tougher period for investors over the past 18 months, but the country's long-term growth story remains firmly in focus.
Stuart is joined by James Thom and Rita Tahilramani, co-managers of the Aberdeen New India Investment Trust, to discuss valuations, quality investing, India's financialisation story, consumer growth and the outlook for Indian equities.
They also discuss India's exposure to imported energy, external shocks and why they remain constructive on the Indian market over a three-to-five-year horizon.
You can find out more about the Aberdeen New India Investment Trust here - https://www.aberdeeninvestments.com/en-gb/anii
The Investing, Markets and Money podcast is brought to you by The Armchair Trader. Sign up to our free newsletter for more great investing ideas - https://www.thearmchairtrader.com/newsletter/.
00:00 Intro
01:26 The Aberdeen New India Investment Trust strategy
03:17 India's growth story
06:00 Finding quality Indian stocks
08:11 The importance of governance
10:01 India's financial sector
14:08 India's consumer boom
16:18 Lessons for investors
18:51 India's exposure to energy markets
21:00 Domestic led focus
22:56 India's markets compared to the wider Asia region
25:21 What is the outlook for the Indian market?
16 Sept 2026
Asia Pacific Stocks: Where Are the Investment Opportunities? | China, India & AI
Asia Pacific is a diverse investment region — but where are the opportunities for investors?
In the latest Investing, Markets and Money podcast, Stuart is joined by Abbas Barkhordar, portfolio manager of the Schroder Asia Pacific Fund.
They discuss the investment case for Asian equities, China's economic challenges, India's growth story, the semiconductor industry, AI and the changing shape of Asian manufacturing.
Abbas also explains the stock-picking approach used by the Schroder Asia Pacific Fund, including the importance of quality, valuation, competitive advantage and corporate governance.
The conversation looks ahead to the next five years and considers how AI, shifting supply chains and rising domestic consumption could shape the region's equity markets.
Find out more about the Schroders Asia Pacific Fund - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-asiapacific-fund-plc/
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Who has been a guest on The Armchair Trader Podcast
Names identified in recent episode analyses. Showing up to five guests.
Elvira Kuramshina
Dan Blondal
Brett Heath
Michael Brown
Jean Roche
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YouTube views
78,531
Score snapshot 15 Sept 2025
Podcast Authority Score: 59 / 100
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Quality
88
Social presence
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YouTube
76
Engagement
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