UK Investor Magazine

Join us for an in-depth conversation with Craig Martin, Chairman of Dynam Capital, the investment manager behind Vietnam Holding (VNH). As Vietnam celebrates its newly acquired emerging market status and its equity index reaches record highs, Craig shares his insights on one of Asia’s most dynamic investment opportunities.

Find out more about Vietnam Holding here.

We explore the immediate impact of global tariff pressures on Vietnam’s economy and equity markets, examining how the country is adapting to these headwinds. Looking beyond short-term challenges, Craig discusses Vietnam’s economic transformation over the past year and whether the recent upgrade to emerging-market status has triggered the anticipated institutional inflows and IPO activity.

With Vietnam’s leadership targeting ambitious 10% GDP growth, we assess what’s needed to achieve this milestone. Craig provides his perspective on why some may be underestimating Vietnam’s economic resilience.

The discussion turns to portfolio strategy, with Craig walking through significant rebalancing decisions over the past year and highlighting where he sees value entering 2026. We examine specific holdings and new positions, exploring how attractive valuations and strong economic fundamentals are shaping investment decisions at a time when many Vietnamese stocks remain compelling on a P/E basis.
Craig concludes by sharing what excites him most about the year ahead for Vietnam’s equity markets and the opportunities available to investors willing to look beyond headline risks.
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The UK Investor Magazine was delighted to welcome Michael Field, Chief Equity Market Strategist EMEA at Morningstar, back to the Podcast to explore the investment landscape for 2026.

Download Morningstar’s Outlook and Top Picks for 2026 here.

Michael shares his key themes and macro outlook for the year ahead, outlining what will differentiate 2026 from 2025. We dive into sector-level analysis across his coverage universe, identifying which areas appear overvalued or undervalued heading into the new year.

The discussion covers geographical opportunities, with particular focus on how the UK compares with global markets and which countries offer the strongest potential. Michael reveals Morningstar’s specific stock picks for 2026, with detailed analysis of UK constituents, including Persimmon’s continued appeal in the housebuilding sector and the catalysts that make Diageo an intriguing opportunity.

We conclude by assessing the overall investment case for 2026, weighing current valuations against the macro backdrop to understand Michael’s level of conviction and what opportunities he finds most compelling for the year ahead.
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The UK Investor Magazine was delighted to be joined by David Spickett, Founder of TheCarCrowd, to discuss the company’s crowdfunding campaign and how TheCarCrowd is democratising collectible car investment.

Learn more about TheCarCrowd here.

David reveals how fractional ownership is democratising access to one of the world’s most resilient alternative asset classes.

In this conversation, David explains why collectible cars have historically delivered strong returns but remained locked away from everyday investors, and how TheCarCrowd’s proprietary technology platform is changing that.

With over 40 cars funded and nearly 6,000 members, he shares key insights on transforming a niche concept into a scalable business, the complexity of building a fractional-ownership infrastructure that actually works, and why uncertain markets are driving accelerated demand for tangible, passion-driven investments.

David also discusses the strategic decision to build their own tech platform, Syndi, its potential applications beyond cars, and why now is the right time to open TheCarCrowd to investors.

We also learn of an exciting update on the technology’s SaaS rollout to new partners.

Visit TheCarCrowd’s Crowdfunding page here.

He outlines where new capital raised during the crowdfunding campaign will have the biggest impact and shares his vision for what success looks like as the business scales into its next phase of growth.
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The UK Investor Magazine was delighted to welcome Ed Croft, CEO of Stockopedia, back to the podcast to explore the key drivers of returns in 2025 and look forward to 2026.

Register here to learn how to identify stocks with a higher probability of market outperformance

The podcast explores Stockopedia’s NAPS (No-Admin Portfolio System) portfolio, which has achieved remarkable returns of 345% since inception, approximately 15% annualised, over 11 years.

The 2025 portfolio generated a 32% return with a 75% hit rate (15 winners out of 20 positions), outperforming 208 out of 209 fund managers in the IA UK All Companies sector, according to Stockopedia data.

This success was achieved with just one hour of work per year, focusing on unloved UK value stocks rather than chasing popular US tech stocks.
The discussion centred on moving investors from being “gamblers” chasing story stocks to becoming “craftsmen” following systematic, rules-based approaches. The NAPS strategy uses Stockopedia’s StockRanks system, which evaluates stocks from 0-100 based on three factors: Quality (profitability), Value (cheapness), and Momentum (price strength).

The portfolio employs a “3D Process” – Drivers (high-ranking stocks), Diversity (20 stocks across 10 sectors using a “Noah’s Ark” approach), and Discipline (annual rebalancing).

The 2025 portfolio’s success stories included gold stocks Serabi Gold and Metals Exploration (both up over 160%), and several takeover targets like Alliance Pharma (+41%). The podcast emphasised that good, cheap stocks attract buyers, particularly in the unloved UK market where low valuations create abundant takeover activity. Even the portfolio’s worst performer, Hikma Pharmaceuticals (-25%), didn’t sink overall returns due to proper diversification.

Register here to learn how to identify stocks with a higher probability of market outperformance

The podcast concluded by teasing the 2026 NAPS portfolio, due for publication on January 1st, which features takeover-candidate recovery stocks with an average 3.7% yield, including household names like Vodafone and GSK alongside small-cap turnarounds. A webinar was announced for January to teach the 3D process in detail, reinforcing the message that systematic, evidence-based investing should be “fun, profitable, and less emotional.”
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The UK Investor Magazine was delighted to welcome the founding team from Open Forest Protocol to the podcast as the carbon credit and forest management platform begins its crowdfunding round.

Please find out more about the Open Forest Protocol here.

Open Forest Protocol is on a mission to boost transparency and digitalise forest restoration by enhancing investors’ access to information.

The voluntary carbon credit market is set to be worth $100 billion by 2050, and Open Forest Protocol believes enhancing verification channels is key to achieving this.
The company is a World Economic Forum UpLink Top Innovator and already has 300 live projects.
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