Creator Post Archive
Killik & Co
Browse the full post archive, then jump into the source post to inspect linked mentions and linked signals.
Apr 17, 2026
Killik & Co's Weekly Market Update: 17th Apr
The S&P 500 hit a new record high, driven by energy and technology stocks, despite many individual constituents being down significantly. The IMF forecasts suggest the US economy will be less impacted by the war in Iran than other G7 nations, though inflation is expected to remain above target. Big US banks like JP Morgan and Goldman Sachs have shown strong performance, outperforming the S&P 500. There's also buzz around the potential SpaceX IPO, which could be the largest ever, with UK investors showing interest in investment trusts holding SpaceX private shares, such as those managed by Baillie Gifford.
Apr 17, 2026
The big April 2027 pensions rule change
This video explains a significant upcoming change in UK inheritance tax rules, effective April 2027, which will bring pensions back within the scope of inheritance tax. Previously, pensions were largely outside this tax, but from 2027, they will be subject to the standard 40% inheritance tax rate, impacting how individuals plan their savings and estates.
Apr 16, 2026
Investor Insights Podcast #71 – Mike Fox, Head of Equities at Royal London Asset Management
This segment discusses market reactions to the war in Iran, including rising crude oil prices, inflation expectations, and government bond yields. Equity markets have shown resilience despite volatility. The speaker emphasizes the importance of a methodical investment process over knee-jerk reactions to macro events and introduces Mike Fox, Head of Equities at Royal London Asset Management, who focuses on sustainable funds that identify companies contributing to positive environmental and social change with sustainable competitive advantages.
Apr 10, 2026
Killik & Co's Weekly Market Update: 10th Apr
The market update discusses the impact of Middle East developments on global markets, including a relief rally followed by renewed concerns. It highlights the performance of the MSCI World Index, S&P 500, and Nasdaq, as well as the VIX Index and Brent crude oil prices. The update also covers Bill Ackman's offer to acquire Universal Music Group (UMG) and the potential benefits of a US listing for the company.
Apr 10, 2026
Five key lessons about money
This video discusses five key lessons about money, emphasizing that while money can provide choice, independence, and security, it cannot buy time, health, or true status like love and respect. The creator advises owning assets for the right reasons, such as improving family life or providing for children, and warns against the "keeping up with the Joneses" mentality, which can lead to financial ruin.
Apr 2, 2026
Killik & Co's Weekly Market Update: 2nd Apr
The market update highlights volatility driven by the Middle East situation and its impact on oil prices. Stock markets experienced their worst quarter since 2022, with regional performances varying based on oil import dependency. UK mortgage rates have risen, negatively affecting house builders. Unilever announced a complex deal with McCormick to combine their food businesses, which was met with a negative share price reaction.
Apr 2, 2026
How to make your cash reserves work harder
This video segment introduces a three-pot approach to managing cash reserves for personal finance. It emphasizes the importance of having distinct pots for emergencies (rainy day fund), foreseeable future expenses, and long-term growth investments (equities), aiming to make cash work harder while mitigating risks associated with liquidating long-term assets at inopportune times.
Apr 1, 2026
Investor Insights Podcast #70 – Jonathan Waghorn, Portfolio Manager, Guinness Global Energy Fund
This episode of the Investor Insights Podcast features Jonathan Waghorn, Portfolio Manager at Guinness Global Energy Fund. The discussion focuses on the impact of the current conflict in Iran on global energy markets, inflation, and interest rate expectations. Waghorn, with extensive experience in the energy sector, shares insights into recent market events and their ramifications for the global economy.
Mar 27, 2026
Killik & Co's Weekly Market Update: 27th Mar
This week's market update from Killik & Co highlights the volatility driven by mixed messages regarding US-Iran negotiations, impacting oil prices and equities. The update also covers a jury verdict finding Alphabet and Meta liable for making platforms addictive, and criticism of NS&I for withholding funds from bereaved families. Looking ahead, Nike is expected to release results next week.
Mar 27, 2026
The profit numbers you can, and can't trust.
This video explains how to interpret profit numbers reported by companies, focusing on the difference between reported profits and actual cash flow. It highlights how "profit adbacks" can be used to inflate earnings, potentially benefiting directors through remuneration but not necessarily shareholders. The explanation uses a simplified profit and loss account to illustrate the various costs that reduce sales revenue to net profit.
Mar 20, 2026
Killik & Co's Weekly Market Update 20th Mar
The Middle East situation is driving up oil and gas prices, negatively impacting the MSCI World Index and the mining sector due to a stronger dollar and higher energy costs. Utilities are performing well as a defensive sector. Central banks have held interest rates steady due to rising inflation expectations driven by commodity prices. The media bidding war involving Netflix, Paramount, and Warner Brothers is also mentioned.
Mar 20, 2026
Why the Bank of England is under attack
This video explains the Bank of England's controversial practice of paying interest on commercial bank reserves, a system implemented after the 2008 financial crisis. The creator discusses the arguments against this practice, particularly from critics like Nigel Farage, who view it as a taxpayer cost. The explanation touches upon quantitative easing (QE) and quantitative tightening (QT) as related monetary policies.
Mar 15, 2026
What are "HALO" stocks?
The creator discusses the "HALO" stock acronym (Heavy on Assets, Low chance of Obsolescence) coined by Josh Brown, which describes defensive, old-economy companies potentially unaffected by AI disruption. While acknowledging the rationale behind avoiding AI-exposed stocks due to capital expenditure concerns and disruption risks, the creator advises against a wholesale shift into HALO stocks, advocating for a balanced, diversified portfolio that considers market cycles rather than fads. The creator highlights that geopolitical events like the Middle East conflict can impact oil prices and inflation, potentially benefiting sectors that might be considered "AI hyperscalers" or indirectly affected by AI, thus underscoring the need for balance.
Mar 13, 2026
Killik & Co's Weekly Market Update: 13th Mar
The market update discusses the impact of the Iran conflict on oil prices, noting significant volatility and supply disruptions. The IEA's reserve release is mentioned as a stabilizing factor. Equity markets have seen mixed performance, with oil majors like BP and Shell benefiting from higher oil prices, while major indices like the S&P 500 are down. Bond yields have risen, and market expectations for UK interest rates have shifted towards potential hikes.
Mar 6, 2026
Killik & Co's Weekly Market Update: 6th Mar
The market update discusses the impact of Middle East tensions on oil and gas prices, noting significant spikes in crude oil and UK natural gas. It also touches on the rise in the VIX index, US Treasury yields, and the US dollar, suggesting potential inflationary pressures and delayed Fed rate cuts. Gold prices saw initial gains but fell back due to rising yields and a stronger dollar.
Mar 6, 2026
Three key words that investors should not confuse
This video explains the difference between coincidence, correlation, and causation, emphasizing their importance in investing. It clarifies that coincidence is a one-off pairing of events, correlation shows a pattern between two data points without implying a cause, and causation means one event directly leads to another. The creator uses examples like education and income, exercise and health, and digital device usage and exam success to illustrate correlation.
Jan 16, 2026
How short memories create investing risk
Open the source post to review the creator thesis, linked mentions, and linked signals.
Dec 5, 2025
Why has the "Big Short" Michael Burry been making headlines again?
Open the source post to review the creator thesis, linked mentions, and linked signals.
Nov 7, 2025
Investor Insights Podcast #64 – Ailsa Craig, Lead manager of the International Biotechnology Trust
The creator discusses the biotechnology and healthcare sectors, highlighting their current attractive valuations relative to the broader market and the potential for changes in market sentiment. Despite recent underperformance driven by AI-related stocks, the biotech sector is showing signs of recovery and increased M&A activity. The discussion features Ailsa Craig, lead manager of the International Biotechnology Trust (IBT).
Oct 23, 2025
Investor Insights Podcast #63 – Chris Reid, Co-founder and CIO of Iguana Investments
This podcast episode introduces Chris Reed, co-founder and CIO of Iguana Investments, discussing his long/short equity strategy. The discussion highlights the attractive market environment for such strategies due to valuation dispersion and the appeal of lowly correlated return profiles. Reed's background as a sell-side analyst and fund manager is also touched upon.
Jun 26, 2025
Investor Insights Podcast #56 – Julian Robins, Head of Research at Fundsmith
This podcast episode introduces Julian Robbins, Head of Research at Fundsmith, and discusses the principles of compounding and quality investing. Fundsmith focuses on companies with resilient business models that can sustainably compound high returns on capital employed over the long term without high leverage. The episode also touches on market volatility and economic stresses.
Jun 12, 2025
Investor Insights Podcast #55 - Roderick Wong MD, Founder and CIO at RTW Investments
The podcast discusses the accelerated innovation in the life sciences sector, particularly in biotechnology, and the investment opportunities presented by new therapies and technologies. It features an interview with Roderick Wong, founder and CIO of RTW Investments, a specialist life science investment firm.
May 16, 2025
Investor Insights Podcast #53 – Nick Kirrage, Head of the Global Value Team at Schroders
This podcast episode introduces the philosophy of value investing, pioneered by Benjamin Graham and David Dodd, and practiced by investors like Warren Buffett. The host interviews Nick Kirrage, Head of the Global Value Team at Schroders, to discuss this contrarian investment approach, which focuses on buying securities priced below their intrinsic value. The discussion highlights the diverse skill sets and mindsets required for different investment styles and touches upon market leadership evolutions triggered by political or central bank policy changes.
May 1, 2025
Investor Insights Podcast #52 - Martin Connaghan & Samantha Fitzpatrick, Murray International Trust
This episode features Samantha Fitzpatrick and Martin Conahan from Abedine, managers of the Murray International Trust (NYI). They discuss their global equity investment strategy, which focuses on stocks with growing dividend income, and how this approach can provide diversification and ballast against market uncertainty. The Murray International Trust aims for an above-average dividend yield and long-term capital growth, and has achieved 20 consecutive years of dividend growth.
Apr 17, 2025
Which stocks are unlikely to bounce back?
The creator outlines a framework for identifying high-quality companies with sustainable competitive advantages while warning against value traps with poor fundamentals.
Showing 26-50 of 50 posts · Page 2 of 2