In this month's special deep dive podcast, Tom Seiber and Hannah Williford explore how to invest around the world, and where there may be some hidden opportunities. They discuss the pros and cons of active and tracker funds for global exposure. Plus, Hannah speaks to AJ Bell's Paul Angell on what he prioritises when choosing active managers for different regions.
Martin Gamble joins the duo to reveal his research on how different regions stack up on valuations, and Tom shares where AJ Bell investors are looking most frequently. Finally, Eve Maddock-Jones speaks to John Citron on the challenges and benefits of investing in emerging markets.
Timestamps:
[00:09] Introduction: Tom Sieber and Hannah Williford introduce the episode and explain why overseas investing matters for UK investors.
[01:43] Global trackers, ETFs and active funds: how UK investors can access overseas markets, compare costs and indices, and understand how managers pick global stocks.
[12:50] Interview with Paul Angell: the pros and cons of using fund managers who are based in the regions where they invest.
[25:45] Comparing global markets with Martin Gamble: how different regions stack up on valuations, dividends and the types of companies that dominate each market.
[31:32] Buying overseas shares directly: market opening hours, dealing access, minimum trade sizes and practical issues for UK investors.
[39:15] Interview with John Citron: the challenges of managing an emerging markets portfolio across lots of different countries.
[51:20] Final takeaways: Tom and Hannah recap the key lessons from the episode and wrap up the podcast.
UK