Investing, Markets & Money

Metalla Royalty CEO Brett Heath returns to the Investing, Markets & Money podcast to discuss the company's next phase of growth.

With more mining royalties expected to contribute to production and cash flow, Heath explains how Metalla built its portfolio, the potential of its development pipeline and why resource expansion can create additional value for royalty investors.

We also discuss the difference between royalty companies and traditional miners, the role of gold prices in unlocking previously uneconomic resources, net asset value and the outlook for royalty financing.

Listen to the conversation for insights into the opportunities and risks facing investors in mining royalty companies.

You can find the previous episode with Brett Heath here - https://soundcloud.com/armchairtrader/metalla-ep152

The Investing, Markets & Money podcast is brought to you by The Armchair Trader. Sign up to our free newsletter here - https://www.thearmchairtrader.com/newsletter/

0:00 Preview
1:12 Introduction
1:43 Record results and new royalties coming online
4:03 How the royalty model works
7:15 Only 7 of 98 royalties in production
9:54 Does the market understand the story?
11:01 Côté & Gosselin update
14:16 Copper World, Castle Mountain and Taca Taca
16:07 Which royalties come online next?
18:12 Royalties vs. mining stocks
20:27 How higher gold prices expand reserves
23:01 Case study: the Wharf mine
24:23 Mispriced optionality
26:27 Managing operational risk
28:32 Strategy at a near-$1 billion market cap
30:48 Royalty finance goes mainstream
33:58 What tighter credit could mean for royalty companies
36:46 What investors are still missing about Metalla
40:12 Wrap-up

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/.

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?

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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Atlas Salt CEO Nolan Peterson joins the Investing, Markets & Money podcast to discuss the Great Atlantic Salt Project in Newfoundland and the company's plans to address North America's structural salt supply shortage.

We discuss the project's low-cost positioning, infrastructure advantages, $1bn NPV feasibility study, financing plans, environmental credentials and the potential to produce around 4 million tonnes of salt annually.

To find out more about Atlas Salt, visit https://www.atlassalt.com/
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