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‘Cultural attitudes around investing need to change’: Lee and the IC

‘Cultural attitudes around investing need to change’: Lee and the IC

FromInvestors' Chronicle


‘Cultural attitudes around investing need to change’: Lee and the IC

FromInvestors' Chronicle

ratings:
Length:
41 minutes
Released:
Mar 26, 2024
Format:
Podcast episode

Description

Alex and Lord Lee have reunited for the seventh episode of Lee and the IC, two weeks on from Jeremy Hunt’s Spring Budget. The announcement of a British Isa could shake up the UK’s private investing landscape so the pair begin by mulling over the practicality of the tax shelter and how future governments can improve the public’s attitudes towards investing.In his statement, Hunt also announced the government would be selling its NatWest (NWG) shares, which could be the move to get the ball rolling on Lord Lee’s gifting shares to schools idea, a method to increase investing literacy. Lord Lee then answers questions from listeners on how he generates investment ideas and whether stop-losses are a part of his method. As with each episode, the pair wrap up the conversation by discussing some of Lord Lee’s holdings, including Ampario (AMP), M&G (MNG) and Treatt plc (TET), which Investors’ Chronicle also profiled last week here.This episode was recorded on 21 March.Timestamps1:31 A British Isa 3:24 How future governments can improve cultural attitudes to investing5:54 Overseas shares tax exemption within Isas9:41 Inheritance tax and Isas 12:49 Gifting shares to schools 20:05 Reader questions – does Lord Lee use stop-losses? 23:24 How he checks in on his portfolio24:48 How he generates investing ideas26:28 Will he write a sequel to his book How to make a million slowly?27:30 Ampario (AMP)32:55 Genus (GNS) and Benchmark Holdings (BMK)34:58 M&G (MNG) Hosted on Acast. See acast.com/privacy for more information.
Released:
Mar 26, 2024
Format:
Podcast episode

Titles in the series (100)

Concerned with QE's effects on equity valuations? Looking for ideas for your Isa? Or just plain confused by the stock market? Each week, the Investors Chronicle picks apart the latest news for companies, markets and funds in our regular magazine podcasts. Subscribe for these, along with CEO interviews, company-specific shows and special in-depth discussions on big market themes. Hosted on Acast. See acast.com/privacy for more information.