Investors' Chronicle (Investors' Chronicle)
Explore every episode of Investors' Chronicle
| Pub. Date | Title | Duration | |
|---|---|---|---|
| 15 Jul 2019 | Interview: Homing in on emerging dividend gems with Omar Negyal | 00:22:12 | |
Emerging markets are typically associated with the potential for strong growth. But Omar Negyal, co-manager of JPMorgan Global Emerging Markets Income Trust (JEMI), explains why emerging markets can also be a good source of dividends, and which areas and sectors offer particularly good opportunities. He also explains how he selects income stocks, and highlights some of the holdings that have helped this investment trust generate an attractive income. Hosted on Acast. See acast.com/privacy for more information. | |||
| 16 Aug 2019 | Personal Finance Show: Good returns with less US and UK equity income winners | 00:28:36 | |
On this week's show deputy personal finance editor Dave Baxter makes the case for dialling down the US component of your global equity exposure. Alex Brandreth, deputy chief investment officer at Brown Shipley, argues in favour of maintaining some exposure to this market, and suggests some approaches and funds via which to get exposure. They also debate the merits of UK equity income funds and highlight some of the better performers in this area. Hosted on Acast. See acast.com/privacy for more information. | |||
| 12 Jul 2019 | Personal Finance Show: How to home in on value and HOT Brexit opportunities | 00:20:52 | |
Joe Bauernfreund, manager of AVI Global Trust, explains how to spot a good investment opportunity at a discount and says why he thinks value investing is worth the wait. Zayani Bhatt explains why another fund manager argues that even if there is a hard Brexit a lot of new opportunities will arise, and profiles one of his picks. Hosted on Acast. See acast.com/privacy for more information. | |||
| 24 Jan 2020 | Personal Finance Show: The right routes to gold and property, and the importance of being able to sell | 00:18:07 | |
On this week’s show Rachel Winter, associate investment director at Killik & Co, considers whether gold is good way to diversify your portfolio and suggests some ways to get exposure to it. She also says what areas of commercial property look like they have better prospects, and explains why liquidity is an important issue when choosing a fund. Hosted on Acast. See acast.com/privacy for more information. | |||
| 30 Nov 2018 | Personal Finance Show: Yield curves, equities and picking small caps | 00:32:27 | |
On this week's Personal Finance Show, the team discuss how politics and central banks dominated the news agenda this week, and how bizarre comments from across the pond sent US equities higher. Investors Chronicle economist Chris Dillow and manager of the Odyssean Investment Trust Stuart Widdowson explain what the Bank of England report on Brexit really means, and what signs investors should use to decide asset allocation. Stuart talks about the impact of political uncertainty on UK equities and what this has meant as a fund manager and deputy personal finance editor, Taha Lokhandwala, and Chris discuss this week's Portfolio Clinic. Hosted on Acast. See acast.com/privacy for more information. | |||
| 02 Oct 2019 | Paid Post: Recession watch – part 2 | 00:08:40 | |
Another set of high level talks between the US and China are due to take place this month in the hopes of brokering a deal to put an end to the current trade war. In this episode, IG Index’s Josh Mahoney and Gabriel Wildau from advisory firm Teneo dissect the impact of tariffs, from China’s slowing economy to the countries looking to benefit from the supply chain disruption. Inspired? Find your next opportunity at IG.com Hosted on Acast. See acast.com/privacy for more information. | |||
| 21 Nov 2019 | Companies & Markets Show: New power generation | 00:34:23 | |
On this week's IC Companies and Markets Show editor John Hughman talks to Algy Hall about the dividend-paying small caps behind one of his most consistently-performing stock screens, and Nilushi Karunaratne explains how investors can tap into the UK's incredible progress on energy decarbonisation Hosted on Acast. See acast.com/privacy for more information. | |||
| 28 Mar 2018 | Companies & Markets Show: FAANG fear | 00:30:51 | |
John Hughman talks to Megan Boxall and James Norrington about whether the tech share sell-off could spell trouble for the wider market, and a potential wave of consolidation coming to the pharmaceutical industry. Plus the latest small-cap gems unearthed by Simon Thompson. Hosted on Acast. See acast.com/privacy for more information. | |||
| 09 Mar 2017 | Companies & Markets Show: The new arms race | 00:38:30 | |
IC editor John Hughman talks to Mark Robinson about why investors should position their portfolios for a surge in defence spending, plus the latest news and results with companies editor Ian Smith. Hosted on Acast. See acast.com/privacy for more information. | |||
| 03 Aug 2017 | Companies & Markets Show: Tobacco, estate agency & other vices | 00:26:50 | |
On this week's pod, the companies team discusses the US Food and Drug Administration's latest intervention in the tobacco sector, and some poor interim results for the estate agents. Also on the line is our small-cap specialist Simon Thompson to review the progress of a few picks from his Bargain Shares portfolio. Hosted on Acast. See acast.com/privacy for more information. | |||
| 30 Oct 2018 | Paid Post: Commodities - the new supply and demand fundamentals | 00:08:53 | |
Is demand from China the dominant factor driving oil and metal markets, or is its influence overstated? Ed Morse, Global Head of Commodities Research at Citigroup, and Josh Mahony, market analyst at IG, give their opinions, and discuss trading strategies for the coming months. Hosted on Acast. See acast.com/privacy for more information. | |||
| 27 Oct 2021 | Hamish Baillie: “Financial repression is going to be the path forward” | 00:38:22 | |
In the latest budget, Chancellor Rishi Sunak opened by stating that the UK’s public finances are twice as sensitive to changes in interest rates as they were before the pandemic, and that a 1 per cent increase in inflation and interest rates would cost around £23bn. Clearly there is a political imperative to keep the cost of borrowing down, as Hamish Baillie, lead manager of Ruffer Investment Company (RICA) explains in this week’s podcast. He spells out why he thinks long-term disinflationary forces are waning and why he’s preparing for a period of enduring inflation. Speaking with the IC’s Mary McDougall, he defends putting up with -2 per cent real yields on long-dated index-linked gilts and talks through Ruffer’s thought process behind buying bitcoin in November 2020 and selling out entirely by April 2021. They also discuss the outlook for some the UK's largest banks and energy companies. Ruffer Investment Company is a multi asset “all weather portfolio” designed to deliver a positive return in all market conditions. Its share price was up 28 per cent for the year to 27 October, and 42 per cent over five years. Hosted on Acast. See acast.com/privacy for more information. | |||
| 01 May 2020 | The Investment Hour: Coronavirus ripple effect | 01:03:19 | |
Six weeks of lockdown have unsurprisingly squeezed our spending. But the pain isn’t just being felt by the companies where you usually splash your cash. The impact is rippling up the chain and hurting property companies and banks. In this week’s episode of the Investment Hour, we discuss the implications for investors with Emma Powell and Alex Newman. And we talk to Phil about the importance of a much overlooked financial metrics: sales. Hosted on Acast. See acast.com/privacy for more information. | |||
| 29 Jan 2016 | Personal Finance Show 29 January 2016 | 00:27:05 | |
This week Kate Beioley talks to Peter Day, partner at Killik & Co, and Ewan Lovett-Turner, investment companies analyst at Numis Securities. The panel talks about this week’s portfolio clinic and asks whether the reader is taking too much risk on unloved FTSE stocks. Also up for discussion is the sustainability of investment trust income in the face of dividend cuts across the FTSE 100 and why active managers can’t seem to get on top of passives in the US. Music by Kevin MacLeod Hosted on Acast. See acast.com/privacy for more information. | |||
| 26 Apr 2018 | Companies & Markets Show: The Aim of the game | 00:41:33 | |
IC editor John Hughman is joined by Mark Robinson and Harriet Clarfelt to round up part 2 of the Aim 100 review – including some exciting opportunities in video gaming – and the pick of this week's news. Hosted on Acast. See acast.com/privacy for more information. | |||
| 26 Aug 2016 | Investors Chronicle personal finance show 24 August 2016 | 00:17:22 | |
In this week's personal finance podcast the team discuss how to prepare for early retirement with James Norringtion, specialist writer at Investors Chronicle.Personal finance writer Emma Agyemang also explains why investment trusts are not necessarily the cheapest option, and deputy personal finance editor Kate Beioley sets out what you need to know about consolidating pensions. Hosted on Acast. See acast.com/privacy for more information. | |||
| 02 Sep 2016 | Personal Finance Show 2 September 2016 | 00:18:26 | |
On this week's show the team consider how to get an income stream via 'DIY dividends', offer some suggestions on meeting income requirements in retirement and highlight an alternative way to get exposure to commercial property.They are joined by Dennis Hall, chief executive officer of Yellowtail Financial Planning. Hosted on Acast. See acast.com/privacy for more information. | |||
| 07 Mar 2019 | Companies & Markets Show: Cashback | 00:32:15 | |
On this week's IC Companies and Markets Show editor John Hughman talks to James Norrington and Phil Oakley about the relative merits of buybacks and dividends, and the thinking behind some changes to Phil Oakley's fantasy portfolio. Hosted on Acast. See acast.com/privacy for more information. | |||
| 03 Nov 2017 | Personal Finance Show: The most exciting opportunity in the world | 00:15:42 | |
In this week's show Rachel Winter, senior investment manager at Killik, explains what the implications are of the first interest rate rise in 10 years. The team also highlights a high growth area that has been described as the "most exciting opportunity in the world" and explains why Witan Investment Trust has upped its exposure to Europe. Hosted on Acast. See acast.com/privacy for more information. | |||
| 19 Feb 2020 | Extraction Podcast: Big changes at BP | 00:17:21 | |
New BP chief executive Bernard Looney has stamped his authority on the company in his first month in the job, committing to getting the oil and gas supermajor to net zero carbon emissions by 2050. To do this, he will do away with the longstanding upstream and downstream divisions, although this is just about the only concrete detail available. In any case, this commitment marks a major change for the industry. We've brought in Panmure Gordon analyst Colin Smith to talk radical change in oil and gas, virtue signalling and the Looney revolution. Hosted on Acast. See acast.com/privacy for more information. | |||
| 29 Mar 2018 | Personal Finance Show: Choosing cheap funds & Woodford Equity Income ejection | 00:27:20 | |
On this week's show Shaun Port, chief investment officer at Nutmeg, joins the team to set out some tips on how to pick a good low cost ETF. They also look at why LF Woodford Equity Income is not longer classified as an income fund and why an investment trust's sector is not necessarily an indication of its asset allocation. Hosted on Acast. See acast.com/privacy for more information. | |||
| 13 Aug 2020 | The Investment Hour: The platform paradox | 01:16:18 | |
The platform market has changed a lot since Hargreaves Lansdown launched in the UK nearly 40 years ago. The market's growth in products, information and legitimate online brokers is surely only a good thing? The answer is tricky. More options have helped bring prices down, but also make it harder for investors to make a decision, whale scams and security remain hot issues. In this episode of the Investment Hour, Megan talks to Mary McDougall about the range of investment platforms available and John discusses the results of the listed providers with Phil Oakley. Also featuring interviews with Richard Wilson, chief executive of Interative Investor; Adam Dodds, founder of app platform, Freetrade; and Felicia Hjertman, founder of new DIY Platform, Vinco, which she expects to launch in early 2021. Hosted on Acast. See acast.com/privacy for more information. | |||
| 07 Nov 2019 | Companies & Markets Show: When doves cry | 00:31:20 | |
On this week’s Companies & Markets Show editor John Hughman talks to Neil Wilson, chief market analyst at Markets.com, about what dovish signals from the MPC mean for the market, the latest political problems for bookies, and why two retail bellwethers are struggling to revive their fortunes. Hosted on Acast. See acast.com/privacy for more information. | |||
| 20 Jun 2019 | Companies & Markets Show: Calling T.I.N.A. | 00:42:12 | |
On this week's Companies & Markets Show editor John Hughman and Phil Oakley discuss what to do when it seems as though There Is No Alternative but to buy overpriced assets. Hosted on Acast. See acast.com/privacy for more information. | |||
| 13 Oct 2017 | Personal Finance Show: People's Trust collapse and buying overseas shares | 00:23:23 | |
This week the team glimpses inside a reader's portfolio. How realistic is her goal of a £13,000 income in retirement is and how could she improve. They are joined by Richard Parkin, head of retirement policy at Fidelity, who also looks at the biggest risks pensioners face following pension freedoms. Hosted on Acast. See acast.com/privacy for more information. | |||
| 25 Jun 2020 | The Investment Hour: Corporate virtue | 01:00:50 | |
Whatever your views on the social and political implications of recent protests against racial inequality, their message has dredged up a thorny subject for the investment world. How much does good social practice matter to companies and to what extent are those companies accountable for social malpractice? Hosted on Acast. See acast.com/privacy for more information. | |||
| 27 Jun 2019 | Companies & Markets Show: Woodford, Trump & BAE's blow | 00:31:15 | |
The latest in the Woodford saga, how Trump's tariff war is starting to bite UK tech, BAE's Saudi sales threat, the opportunities in streaming and more as digital editor Graeme Davies discusses this week's issue with Alex Janiaud and Tom Dines. Hosted on Acast. See acast.com/privacy for more information. | |||
| 28 Jul 2017 | Personal Finance Show: Getting the best of US equities | 00:25:08 | |
In this week's show Chris Justham, relationship manager at Seven Investment Management, joins the team to consider whether you should invest in US equities, and which funds are the best way to access them. They also highlight some of the new investments trusts which have experienced the strongest asset growth. Hosted on Acast. See acast.com/privacy for more information. | |||
| 05 Oct 2017 | Companies & Markets Show: On tiles, flooring, dogs, and kettles | 00:34:25 | |
IC editor John Hughman, is joined by Megan Boxall, Emma Powell and stockpicking guru Simon Thompson to discuss the big news in this week's magazine, including thoughts on Tesco’s results and London’s newest IPO. Produced by Alex Newman. Hosted on Acast. See acast.com/privacy for more information. | |||
| 27 Aug 2020 | The Investment Hour: Hanging Up | 00:45:23 | |
BT’s chief executive seems to have spent much of the last few weeks preparing his company for a hostile takeover approach. The fate awaiting BT and its shareholders raises questions about how the company has found itself in this sorry state. To answer that, we have to go back to the 1980s, when Margaret Thatcher had an agenda. In this week’s podcast Megan Boxall and John Hughman have been joined by Lauren Almeida to discuss privatisation and whether or not it has been a good thing for BT and the shareholders who supported its IPO. Hosted on Acast. See acast.com/privacy for more information. | |||
| 01 Nov 2019 | Personal Finance Show: Value on the rise, a UK equity conundrum & the latest Woodford crossroads | 00:28:17 | |
Fresh twists and turns in the Brexit process have left UK equity investors with little certainty but plenty of potential opportunities. In this week's Personal Finance Show, Chelsea Financial Services managing director Darius McDermott looks at the impact future developments could have on both sterling and UK domestic assets, and what this means for portfolios.
He and deputy personal finance editor Dave Baxter also discuss the bigger question of whether value investing is finally due a comeback, and how this should feed into fund selection. We also look at the latest Woodford news and what the future might hold for his funds.
Our podcast is available across different distribution channels to allow you to access it in the most convenient way. Find us on Acast, Stitcher, iTunes and Spotify. Hosted on Acast. See acast.com/privacy for more information. | |||
| 28 May 2020 | The Investment Hour: Living in a bubble | 00:58:52 | |
Bubbles are both an exciting and terrifying part of market life, offering investors the potential for both huge gains and also massive losses. But how do investors navigate a phenomenon they often don't know they're experiencing until it bursts? On this week's Investment Hour John Hughman and Megan Boxall are joined by IC experts Algy Hall, Chris Dillow, Philip Ryland and Dave Baxter to try and understand why bubbles form and pop, and what to do if you think you're in one. Hosted on Acast. See acast.com/privacy for more information. | |||
| 22 Jan 2016 | Personal Finance Show 22 January 2016 | 00:35:26 | |
In this week’s personal finance podcast Kate Beioley looks at recent global market turbulence and asks whether this is a sell-off or something more serious. The panel also takes a look at a young reader’s portfolio and the wisdom of his peer-to-peer lending, talks through Shell’s potential BG takeover and considers what FTSE dividend cuts could mean for funds. Kate is joined in the studio by IC economist Chris Dillow, IC trader and technical analyst Nicole Elliott and Russ Mould, investment director at AJ Bell.Music by Kevin McLeod Hosted on Acast. See acast.com/privacy for more information. | |||
| 27 Nov 2018 | Paid Post: Trading psychology – run profits and minimise losses | 00:11:55 | |
In trading, you can make more losing trades than winning trades and still make money. But while it is key to always cut losses and run profits, that can be harder than it sounds. Pride means wanting to be proved right, while fear can drive us to grab at profits. Bestselling author and founder of TurtleTrader.com Michael Covel, and self-made millionaire investor and author Mark Shipman mull taking the correct psychological approach with each trade. Hosted on Acast. See acast.com/privacy for more information. | |||
| 02 Feb 2018 | Personal Finance Show: Financial rebound and equity income champions | 00:23:40 | |
In this week's show Darius McDermott, managing director at Chelsea Financial Services, joins the team to consider whether the recent rebound in financial company shares means they are a good place to invest. Personal finance writer Emma Agyemang explains why Henderson Smaller Companies Investment Trust (HSL) has consistently out performed. And they highlight some UK equity income funds with good performance records. Hosted on Acast. See acast.com/privacy for more information. | |||
| 20 Apr 2017 | Companies & Markets Show: AIMing High | 00:43:21 | |
IC editor John Hughman is joined by small companies guru Simon Thompson and companies editor Ian Smith to discuss why the Aim market remains a stockpicker's paradise, and why news of snap election could spell trouble for the FTSE 100. Hosted on Acast. See acast.com/privacy for more information. | |||
| 09 Dec 2016 | Personal Finance Show 9 December 2016 | 00:30:05 | |
In this week's personal finance show Leonora Walters and Kate Beioley look at what shares leading UK equity managers have been buying and selling. Kate explains why one manager argues that it is a good time to buy into UK smaller companies - despite investor antipathy towards this area.And special guest Colin Low, managing director of Kingsfleet Wealth, offers some suggestions on how to rationalise unwieldy portfolios and maximise your tax efficency. Hosted on Acast. See acast.com/privacy for more information. | |||
| 16 Oct 2019 | Paid Post: Recession watch – part 4 | 00:09:21 | |
A eurozone slowdown is anticipated, triggered by recession fears in Germany, domino effects from the US/China trade war and Brexit uncertainty weighing on potential growth. IG Senior Analyst Josh Mahoney and Daniel Lacalle of Tressis discuss how ECB monetary policy can best help to best mitigate economic woes throughout the bloc.
Inspired? Find your next opportunity at IG.com Hosted on Acast. See acast.com/privacy for more information. | |||
| 30 Jun 2016 | Companies & Markets Show 1 July 2016 | 00:45:46 | |
SURVIVING BREXIT: The team escape to the safe haven of the studio to assess the market damage of one of the craziest weeks in British political history. Hosted on Acast. See acast.com/privacy for more information. | |||
| 18 Oct 2018 | Companies & Markets Show: A week’s a long time in retail | 00:36:32 | |
John Hughman discusses a busy week for the retail industry with Harriet Russell, including the good (Ted Baker), the bad (Superdry) and the ugly (US giant Sears, which filed for bankruptcy protection this week), while Megan Boxall talks about how to spot a bad IPO. Hosted on Acast. See acast.com/privacy for more information. | |||
| 27 Jun 2017 | Boardroom Talk: Somero Enterprises | 00:21:49 | |
Somero Enterprises (SOM) is one of Aim's standout performers. In 2016, the concrete levelling specialist booked its sixth successive year of operating profit margin increases, which resulted in a $7.5m special dividend.But where does the company go from here? And why has concrete been such a lucrative business line? IC writer Alex Newman speaks with chief executive Jack Cooney and CFO John Yuncza to find out. Hosted on Acast. See acast.com/privacy for more information. | |||
| 27 Sep 2019 | Personal Finance Show: Direct lending and the hunt for yield | 00:25:13 | |
On this week’s show, fund manager David Conlon talks about the advantages and challenges of investing for income via direct lending in the real assets universe. David also tells deputy personal finance editor Dave Baxter how his GCP Asset Backed Income fund is currently positioned and where the next investment opportunities might appear. Elsewhere in the personal finance section, we look at the overlooked fund performers that could give your portfolio an edge. We also consider how ethical funds have performed versus their mainstream equivalents. And our latest fund tip puts forward a renowned outperformer that has started to look cheap after a market shake-up. Our podcast is available across different distribution channels to allow you to access it in the most convenient way. Find us on Acast, Stitcher, iTunes and Spotify. Hosted on Acast. See acast.com/privacy for more information. | |||
| 17 May 2019 | Personal Finance Show: Hedge funds and contrarian investing | 00:26:25 | |
In this week's Personal Finance Show, the team are joined by Huw Evans, chairman of the BH Macro investment trust (BHMG), to discuss how hedge funds can fit into private investor portfolios, what's changing in the notoriously expensive sector, and what kind of performance investors can expect when markets get volatile. Plus the latest changes to the Association of Investment Companies sector rules and definitions, and what this means for investors who use sector averages as benchmarks when finding funds. Hosted on Acast. See acast.com/privacy for more information. | |||
| 25 Jan 2019 | Personal Finance Show: Analysing Asian equity income and infrastructure trusts | 00:29:43 | |
The team discuss extracting income from Asian equities and how infrastructure trusts fared in 2018. Hosted on Acast. See acast.com/privacy for more information. | |||
| 14 Feb 2020 | Companies & Markets Show: Skin in the game | 00:39:39 | |
On this week's Companies & Markets Show John Hughman and Phil Oakley talk about why directors should own shares in the companies they run, the attractions of Relx and Avon Rubber, and the madness of Ocado's valuation Hosted on Acast. See acast.com/privacy for more information. | |||
| 16 Oct 2019 | Interview: Seeking the best stock pickers | 00:23:05 | |
Two years ago Alliance Trust (ATST) shareholders voted in favour of adopting a multi-manager approach, whereby a fund's manager outsources investment selection to other managers. Craig Baker, chief investment officer at Willis Towers Watson, and his team are responsible for doing this for Alliance Trust, so he explains how they have implemented this approach and how it differs from other multi-asset funds. He also updates on how the trust has performed since they took it over, how they select the managers likely to find the best stocks, and how they strike a balance between generating growth and income. Hosted on Acast. See acast.com/privacy for more information. | |||
| 15 Sep 2021 | Chris Dillow: “I’ve never understood the idea that market timing doesn’t work” | 00:37:21 | |
Investors' Chronicle's economist Chris Dillow tells Mary McDougall why he’s not worried about prolonged inflation and why he thinks the central bank is right to keep monetary policy loose. He also shares his wisdom on lead indicators that can help you understand when you should consider buying and selling, and why thinks private equity is an important part of most investment portfolios. Hosted on Acast. See acast.com/privacy for more information. | |||
| 05 Apr 2018 | Companies & Markets: Battle of the banks | 00:27:01 | |
The team discuss why the UK's banking giants are ready to take on the challengers, plus Mifid and the latest news on the markets. Hosted on Acast. See acast.com/privacy for more information. | |||
| 15 Feb 2018 | Companies & Markets Show: Solid foundations | 00:37:30 | |
IC editor John Hughman talks to property correspondent Jonas Crosland about why real estate has proved so resilient, and with Alex Newman about the recent twists and turns in the extractive industries. Plus the latest updates from small cap guru Simon Thompson. Hosted on Acast. See acast.com/privacy for more information. | |||
| 13 Mar 2019 | Bull vs Bear: Fevertree | 00:21:07 | |
Fevertree Drinks (FEVR) has become a darling stock for Aim investors, having risen over 1500 per cent since its initial public offering in 2014. Revenues grew to match the share price and now investors wait with anticipation as the company tries to break into the lucrative US market hoping punters pick up its premium-priced tonics and mixers. But, has the share price grown too far? Are there risks with its attempts to break into the competitive US market? Or is the current share price either accurate or even at a discount compared to the potential revenue growth on offer? Listen to Investors Chronicle specialist writer Julia Faurschou and fund manager of the Merian UK Mid Cap Fund (GB00B1XG9482) Richard Watts fight it out in the latest Bull vs Bear podcast. Hosted on Acast. See acast.com/privacy for more information. | |||
| 23 Feb 2017 | Companies & Markets Show: Banks, builders & rising prices | 00:30:22 | |
IC companies editor Ian Smith and writers Emma Powell and Jonas Crosland discuss Unilever's escape, what the first wave of companies results tells us about the businesses of lending and housebuilding, and how to find an inflation-proof company. Hosted on Acast. See acast.com/privacy for more information. | |||
| 09 Mar 2018 | Personal Finance Show: Investment trust opportunities & more | 00:30:29 | |
On this week's show Nick Greenwood, manager of Miton Global Opportunities (MIGO), says where he is finding value in the investment trust universe and highlights some of the ones he has recently added to his fund. The IC team, meanwhile, explain where to find value in emerging markets and how to mitigate the cut in the dividend tax allowance. Hosted on Acast. See acast.com/privacy for more information. | |||
| 16 Jun 2016 | Companies & Markets Show 17 June 2016 | 00:47:12 | |
Merger mania: John Hughman and the team discuss a busy week on the M&A front, and the latest views on Britain's efforts to demerge from the EU. Hosted on Acast. See acast.com/privacy for more information. | |||
| 03 Mar 2017 | Personal Finance Show: Get the best out of your Isa | 00:24:34 | |
In this week's Isa special podcast Sarah Lord, board director of the Personal Finance Society, explains some of the ways you can use an Isa for your saving and investing goals. The IC personal finance team also explain what the different types of Isa are, and how you can buy one in the most cost effective way. Hosted on Acast. See acast.com/privacy for more information. | |||
| 03 Jan 2020 | Personal Finance Show: Opportunities in UK mid-caps and well positioned funds for 2020 | 00:24:38 | |
On this week’s show Guy Anderson, manager of Mercantile Investment Trust, assesses the prospects for UK equities, and highlights the risks and opportunities among mid-caps. Deputy personal finance editor Dave Baxter highlights some funds that could benefit from a change in investor sentiment and action on an urgent issue. Hosted on Acast. See acast.com/privacy for more information. | |||
| 07 Dec 2020 | Keith Ashworth-Lord: “Don’t bet against the UK" | 00:32:11 | |
Investing in the UK market has largely been a recipe for underperformance in recent years - but some have clearly bucked this trend and now expect better news. Keith Ashworth-Lord, who runs the hugely successful CFP SDL UK Buffettology fund, has generated strong returns despite the difficulties of the market. He remains an evangelist for UK stocks, describes the current pessimism on the market, especially small caps, as “an absolute load of trash” Hosted on Acast. See acast.com/privacy for more information. | |||
| 13 Apr 2018 | Personal Finance Show: High yield from smaller companies and getting good value from funds | 00:28:17 | |
James Robson and Pietro Nicholls, managers of RM Secured Direct Lending, explain the investment attractions of small to medium sized enterprise debt. The IC team also looks at how the Financial Conduct Authority plans to help investors determine whether funds are good value for money, and how Impax Environmental Markets has been deploying its assets. Hosted on Acast. See acast.com/privacy for more information. | |||
| 23 Aug 2018 | Companies & Markets Show: Small-cap special | 00:29:25 | |
Mark Robinson is joined by Simon Thompson to discuss prospects for the small-cap space as US equity markets prepare to celebrate an unprecedented 10-year bull run. Mark’s also joined by the IC’s Harriet Clarfelt, who gives a rundown on some of this week’s tip updates. Hosted on Acast. See acast.com/privacy for more information. | |||
| 04 Jun 2018 | The Extraction Podcast: Hunting | 00:15:40 | |
In the nine months since Jim Johnson became chief executive officer of Hunting, shares in the oil services group have doubled. Rocketing oil prices and a booming US market have of course helped, but is growth assured even if WTI crude drops back down to $60 a barrel? For this episode of the Investors Chronicle's Extraction Podcast, Mr Johnson speaks with resources writer Alex Newman about North American shale, the long-term health of the oil industry, and Hunting's return to the dividend list. Hosted on Acast. See acast.com/privacy for more information. | |||
| 28 Aug 2018 | Personal Finance Show: Avoiding bad timing and delivering absolute returns | 00:23:45 | |
Hannah Goldsmith, founder of independent financial adviser Goldsmith Financial Solutions, explains why trying to time the market is a bad idea. Personal finance writer Emma Agyemang profiles an absolute return fund that has delivered on its aims and Hannah outlines some ways to mitigate downside in your portfolio. Hosted on Acast. See acast.com/privacy for more information. | |||
| 23 Nov 2017 | Companies & Markets Show: A flash in the pan | 00:30:46 | |
IC editor John Hughman talks to Simon Thompson about what went wrong at toilet paper manufacturer Accrol, while Jonas Crosland explains why he's unimpressed with the Autumn Budget's housebuilding proposals Hosted on Acast. See acast.com/privacy for more information. | |||
| 10 May 2019 | Personal Finance Show: Benefits of biotech and diversifying income | 00:24:18 | |
In this week's show Carl Harald Janson, manager of International Biotechnology Trust, sets out the arguments for investing in biotech companies and says which areas of this sector offer particularly good opportunities. He also explains how the trust gets exposure to unquoted companies and is able to pay attractive dividends. And personal finance writer Zayani Bhatt explains why you need to diversify your sources of equity income, and highlights a good area and fund with which to do it. Hosted on Acast. See acast.com/privacy for more information. | |||
| 21 Sep 2018 | Personal Finance Show: Emerging market dips and inflation-busting assets | 00:20:03 | |
The team are joined by Alex Neilson, investment manager at Investec Click & Invest, to discuss recent investment and market news including inflation and emerging market volatility. There's a discussion about the spike in inflation to 2.7 per cent and what this might mean for interest rates and inflation-linked bonds, and also why the latest round of anger between the US and China did not impact markets, and what might be needed for positive sentiment to stay the course. Emma Agyemang, personal finance writer, gives us an update on management changes at the IC Top 100 Schroder High Yield Opportunities Fund (GB00B5143284). She also profiles a Chinese equity fund at a time when markets could be providing an attractive entry point. Hosted on Acast. See acast.com/privacy for more information. | |||
| 06 Apr 2017 | Companies & Markets Show: Match-making and break-ups | 00:36:52 | |
Companies editor Ian Smith and the team discuss the week's takeover news, Imagination Technologies' Apple contract loss and RPC's bears. Hosted on Acast. See acast.com/privacy for more information. | |||
| 30 May 2019 | Companies & Markets Show: Bowled over | 00:36:01 | |
On this week's Companies & Markets Show editor John Hughman talks to Phil Oakley about a trio of interesting property plays and why investors should be on the hunt for unglamorous 'chuggers', such as Hollywood Bowl. Hosted on Acast. See acast.com/privacy for more information. | |||
| 14 May 2020 | The Investment Hour: Health, wealth and happiness? | 01:03:21 | |
Britain is reopening – slowly. After the announcement of UK economic data, it has become clear that an easing of lockdown measures has become vital if we’re going to protect the health of the economy. In this week’s episode of the Investment Hour, Phil Oakley joins John Hughman and Megan Boxall to discuss why the economy needs to open rapidly and Harriet Clarfelt discusses some of the healthcare companies which may get us back to normality quickly. Plus, John Rosier joins the team to give an update on the performance of his portfolio. Hosted on Acast. See acast.com/privacy for more information. | |||
| 28 Apr 2016 | ETFs Special Part 2: Triumphs and tantrums | 00:22:29 | |
The UK exchange traded fund market came of age this month, celebrating its 16th birthday on 27 April 2016. Just how mature is the industry at 16? How well is it serving investors and does it still have some growing up to do? In this special three-part podcast we talk to Adam Laird, passive investment manager at Hargreaves Lansdown, Ben Seager-Scott, investment director at Tilney Bestinvset and Joe Parkin, head of wealth for UK, iShares about how you can use ETFs, why you should and why they remain controversial.In Part 2 we talk about how you can use ETFs in your own portfolio and our panel suggests some of the most promising markets – and ETFs – for 2016.Music by Minden. Hosted on Acast. See acast.com/privacy for more information. | |||
| 09 Oct 2019 | Paid Post: Recession watch – part 3 | 00:11:14 | |
After a decade of growth, is the US economy set to contract? Should positivity over unemployment reaching a 50-year low be tempered by signs of a slowdown in wage growth and a strengthening dollar? Danielle DiMartino Booth, Chief Strategist, Quill Intelligence and IG’s Chief Market Analyst, Chris Beauchamp, discuss the outlook for the world’s largest economy, and the options open to the Federal Reserve. Inspired? Find your next opportunity at IG.com Hosted on Acast. See acast.com/privacy for more information. | |||
| 31 Mar 2017 | Personal Finance Show: Momentum and income investing | 00:21:52 | |
In this week's Personal Finance Show the team puts momentum investing under the microscope. Is it a good idea to buy winning stocks or is it a risky investment strategy? Deputy personal finance editor Kate Beioley talks to Rob Burgeman, investment manager at Brewin Dolphin and personal finance writer Emma Agyemang to weigh up the risks and rewards.The team also takes a look at two new high-income funds from Kames Capital and Miton and the investment trusts 'dividend heroes' that have increased their payouts for between 10 and 20 years. Hosted on Acast. See acast.com/privacy for more information. | |||
| 07 Dec 2018 | Personal Finance Show: FTSE 100 vs Brexit and selling US stocks | 00:42:37 | |
On this week's Personal Finance Show, the team are joined by Peter Elston, chief investment officer at Seneca Investment Management, and Dave Baxter, deputy editor of Money Management and Asset Allocator, to discuss how investors should prepare for potential volatility in stock markets next week. Hosted on Acast. See acast.com/privacy for more information. | |||
| 17 May 2018 | Companies & Markets Show: John Baron special | 00:32:18 | |
On this week's podcast IC editor John Hughman is joined by Harriett Russell to discuss how investors can protect themselves from audit failures, and speaks to investment trust columnist about John Baron about the strategies and themes behind his portfolios. Hosted on Acast. See acast.com/privacy for more information. | |||
| 06 Mar 2020 | Personal Finance Show: How to manage money through volatility | 00:27:37 | |
On this week's show Jason Hollands, managing director at Tilney Group, explains why you should not panic sell during falling markets and sets out some suggestions on how to manage your money through volatility. Personal finance writer Mary McDougall explains why European equities can provide good investment opportunities despite economic problems. And Jason sets out some of the tax benefits of Isas and how you can save for retirement with them. Hosted on Acast. See acast.com/privacy for more information. | |||
| 20 Apr 2018 | Personal Finance Show: the right share classes and the price of performance | 00:24:21 | |
In this week's show Jason Broomer, head of investment at Square Mile Investment Consulting & Research, explains why funds have difference shares classes and holding the wrong one could have a serious impact on your returns. Hosted on Acast. See acast.com/privacy for more information. | |||
| 10 Jan 2018 | Boardroom Talk: Phoenix | 00:15:04 | |
Phoenix is not your typical life insurer. It buys and manages closed life and pension funds, handling assets worth around £76bn. In this episode of Boardroom Talk, we speak with chief executive Clive Bannister about how the group keeps its cash generation flowing, its acquisition strategy and the impact of potential interest rate rises. Hosted on Acast. See acast.com/privacy for more information. | |||
| 21 Jul 2017 | Personal Finance Show: Pension freedoms problems and Barclays platform upheaval | 00:27:00 | |
In this week's personal finance show James Baxter, managing partner at Tideway Investments, joins the team to explain some problems relating to pensions freedoms that the financial regulator is looking into. They also consider whether you should invest in UK equity funds with Brexit approaching and some major changes Barclays is making to its investment platform. Hosted on Acast. See acast.com/privacy for more information. | |||
| 18 Nov 2016 | Personal Finance Show 18 November 2016 | 00:21:28 | |
The team discuss the merits of synthetic ETFs, and which equity managers have added the most value and consistency for investors. They are joined by special guest, James Carthew, research director at QuotedData, who explains how investment trusts have performed since the US elections and what we can expect from them going forward. Hosted on Acast. See acast.com/privacy for more information. | |||
| 08 Sep 2017 | Personal Finance Show: Barclays' platform woes and Templeton's turnaround | 00:24:56 | |
Why everyone is talking about Barclays new DIY investment platform, August’s markets and your money and Templeton Emerging Markets’ turnaround. This week deputy personal finance editor Kate Beioley is joined by Henrietta Grimston, client relationship manager at Seven Investment Management and personal finance writer Emma Agyemang. The team talks about Barclays DIY investment platform re-launch last week and why it has riled some of its loyal stockbroking clients.They also take a look at the tech transformation behind Templeton Emerging Market’s performance. Hosted on Acast. See acast.com/privacy for more information. | |||
| 11 Aug 2021 | Chrysalis' managers: “We want as vibrant IPO market as possible” | 00:40:45 | |
Chrysalis Investments (CHRY) has made considerable gains by backing a small number of rapid growth companies, with a heavy weighting in fintech. In this interview, co-managers Nick Williamson and Richard Watts tell Mary McDougall why they aim to invest in companies before flotation and why they believe the opportunity for so-called crossover investors is huge. Discussing the investment case for Klarna, Starling Bank, Wise and The Hut Group (THG), they explain why they think their holdings are attractively valued and advise on the key metrics to look out for when companies come to market. Chrysalis Investments launched in November 2018 and has grown to a market capitalisation of around £1.4bn, with the share price almost doubling in the past 12 months. Hosted on Acast. See acast.com/privacy for more information. | |||
| 18 May 2017 | Companies & Markets Show: How to back the hack | 00:37:29 | |
On this week's podcast IC editor John Hughman is joined by Ian Smith and Megan Boxall to discuss the stock market winners from last weekend's NHS cyber attack, as well as a busy week on the company reporting calendar. Hosted on Acast. See acast.com/privacy for more information. | |||
| 08 Dec 2016 | Companies & Markets Show 9 December 2016 | 00:38:49 | |
Oil's new rise, CFD clampdown, consumer credit concerns and more with companies editor Ian Smith & guests. Hosted on Acast. See acast.com/privacy for more information. | |||
| 15 Oct 2018 | Boardroom Talk: Joules | 00:17:27 | |
In this episode of Boardroom Talk, Harriet Russell talks to Colin Porter and Marc Dench, chief executive and chief financial officer at clothing chain Joules. It's a tricky time for retail, in a market clouded by the dominance of the internet. But Joules' bosses think there's life in the high street yet, and especially in their 'multichannel' strategy. Hosted on Acast. See acast.com/privacy for more information. | |||
| 06 Nov 2019 | Interview: Exploiting income opportunities home and away | 00:27:32 | |
James Harries built up a strong record as a global equity income investor at Newton Investment Management but four years ago left to join Troy Asset Management. He says how he runs the fund he currently manages, Trojan Global Income (GB00BD82KQ40), and how his approach differs to what he did at Newton. He also explains how he incorporates Troy's house emphasis on wealth preservation into his approach and why despite being able to invest across the world he thinks it's worth having a substantial allocation to UK equities. Hosted on Acast. See acast.com/privacy for more information. | |||
| 17 Sep 2018 | Boardroom Talk: PPHE Hotels | 00:12:45 | |
In this episode of Boardroom Talk, Julia Faurschou speaks to Daniel Kos, chief financial officer at PPHE Hotel Group, about the company’s recent set of interim results and the outlook for the hotel sector. PPHE Hotels has been spending on refurbishments and acquisitions, and benefited from the recent spell of warm weather and the World Cup. But Julia questions the competitive nature of the UK hotel market, especially considering PPHE’s position on the premium end of the sector. Hosted on Acast. See acast.com/privacy for more information. | |||
| 12 May 2017 | Personal Finance Show: When ethical funds aren't so ethical | 00:22:07 | |
Ethical funds might just surprise you. They can pay higher income than you'd expect and generate healthy returns. However, they might invest in stocks you're not so keen on too... This week's Personal Finance Show takes a look at when ethical funds aren't so ethical and looks at why some of them are outperforming.The team also tackles how to beat miserly interest rates by moving away from cash and into the market and also looks at why investment trust IPOs are back in fashion. Deputy personal finance editor Kate Beioley is joined by Andrew Summers, head of fund research at Investec Wealth and Emma Agyemang, Investors Chronicle personal finance writer. Hosted on Acast. See acast.com/privacy for more information. | |||
| 04 Oct 2016 | The Extraction Podcast: Pan African Resources | 00:13:02 | |
In the third part of Alex Newman's series of interviews with resources company management he gets the lowdown on Pan African Resources. Hosted on Acast. See acast.com/privacy for more information. | |||
| 17 Aug 2018 | Personal Finance Show: Income investing, inflation and P2P lending | 00:31:00 | |
In this week's Personal Finance Show the team is joined by Morningstar's chief investment officer Dan Kemp to discuss investment news – namely UK inflation and how to beat it, what investors should be thinking about when it comes to the Turkish Lira crisis, the latest developments in Peer to Peer lending and income investing. Hosted on Acast. See acast.com/privacy for more information. | |||
| 17 Apr 2019 | Interview: How to find the best investment trusts | 00:18:10 | |
Many funds put their assets directly into securities like shares or bonds, but some invest in other funds, such as Miton Global Opportunities (MIGO). The trust's managers, Nick Greenwood and Charlotte Cuthbertson, explain how to put together a portfolio of investment trusts and how they find the best opportunities. They also profile some recent additions they made to Miton Global Opportunities and highlight some areas where investment trusts could offer good opportunities. Hosted on Acast. See acast.com/privacy for more information. | |||
| 03 Jun 2016 | Personal Finance Show 3 June 2016 | 00:22:45 | |
On this week's show the team discuss equity income ETFs, pensions exit fees, and a potential merger between investment trusts RIT Capital Partners and Alliance Trust.The team are joined by Maike Currie, investment director at Fidelity International. Hosted on Acast. See acast.com/privacy for more information. | |||
| 05 Jan 2017 | Companies & Markets Show 6 January 2017 | 00:41:31 | |
Tips of the Year and Next's New Year nasty: IC editor John Hughman and tips editor Algy Hall dissect the performance of our 2016 tips of the year to see what lessons have been learned for our 2017 picks, while retail specialist Harriet Russell explains why Next's poor start to the New Year isn't necessarily a sign of wider weakness in the retail sector. Hosted on Acast. See acast.com/privacy for more information. | |||
| 21 Jul 2021 | Hugh Sergeant: "We're pretty close to the bottom of the cycle again" | 00:39:14 | |
As a dedicated value investor, River & Mercantile fund manager Hugh Sergeant has perhaps unsurprisingly made big gains from the cyclical rally of recent months, with the River and Mercantile UK Recovery and River and Mercantile Global Recovery funds posting big returns. Now, with the rebound losing some of its momentum in the last few weeks, he makes the case for beleaguered value investors to keep their optimism after a rough decade. In this podcast, he talks to the IC's Dave Baxter about the need to "stay in the game" at times of underperformance, the UK stocks he's backing for further outperformance and why Baidu might be "the cheapest megacap stock I've ever seen in my career". Hosted on Acast. See acast.com/privacy for more information. | |||
| 31 Jan 2019 | Companies & Markets Show: The three ages of Buffett | 00:36:48 | |
On this week's Companies and Markets Show editor John Hughman talks to Phil Oakley about why private investors find it increasingly hard to follow the strategies of the investment greats. Hosted on Acast. See acast.com/privacy for more information. | |||
| 08 Nov 2019 | Personal Finance Show: Waiting for Woodford to come good and consistent income options | 00:20:59 | |
On this week's show Colin Low, managing director of Kingsfleet Wealth, sets out what you need to consider if you are invested in one of the former Woodford funds and wondering what to do next. He also considers if the Invesco Income and High Income funds' allocations to small and micro-caps are a serious risk, and highlights other funds invested in similar areas to these but which have more consistent track records. Hosted on Acast. See acast.com/privacy for more information. | |||
| 06 Jul 2020 | The IC Interviews: Derek Leatherdale | 00:24:29 | |
Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from. Risk management expert and founder of HSBC’s geopolitical risk team Derek Leatherdale told Alex Newman what investors need to know to keep their money safe in an increasingly fractious world, and what could happen next in the US: China standoff. Hosted on Acast. See acast.com/privacy for more information. | |||
| 22 Mar 2021 | Alpha Podcast: Trolls and tonic | 00:33:10 | |
Shares in Games Workshop and Fevertree Drinks both took a tumble last week, but which one does Phil think is most likely to bounce back? Find out on this week's Alpha podcast, and why he also thinks a boardroom bust up at BT could be good news for shareholders. Hosted on Acast. See acast.com/privacy for more information. | |||
| 23 Jun 2021 | Stephen Yiu: “We don’t feel any of our companies are overvalued” | 00:39:29 | |
Stephen Yiu, manager of Blue Whale Growth Fund, tells Mary McDougall how he constructs a concentrated portfolio of companies he believes are very high quality and can do well in all macroeconomic conditions. He shares why he has sold Unilever (ULVR), Boston Scientific (US:BSX) and Moncler (IT:MONC), and why he has conviction in Kering (FR:FER), Adobe (US:ADBE), Alphabet (US GOOGL), Mastercard (US:MA) and Visa (US:V). Blue Whale Growth Fund was set up in 2017 and has grown to assets of over £800m. Since launch the fund has delivered an annualised return of 17.9 per cent, ahead of 11 per cent for the Investment Association’s global sector over the same period. Hosted on Acast. See acast.com/privacy for more information. | |||
| 03 Dec 2020 | Dr Bronwyn King: “With tobacco, engagement is futile” | 00:30:39 | |
About ten years ago, Dr Bronwyn King was a doctor working on a lung cancer ward in Melbourne, Australia. Today, she fronts a campaign that, according to its website, has persuaded financial institutions with as much as $11tn in assets under management to join its global movement calling for a tobacco-free world. Hosted on Acast. See acast.com/privacy for more information. | |||
| 29 Aug 2019 | Companies & Markets Show: No plane, no gain | 00:40:07 | |
On this week's IC Companies and Markets Show editor John Hughman talks with Algy Hall and Alex Janiaud about toys, tariffs, and why the best way to play the booming global travel industry could be selling chocolate. Hosted on Acast. See acast.com/privacy for more information. | |||
| 13 Sep 2018 | Companies & Markets Show: Back to school | 00:27:55 | |
On this week's IC Companies and Markets Show, editor John Hughman talks to Megan Boxall about a British company readying itself to tackle the US opioid crisis and an ambitious care home merger, while Tom Dines explains how trade wars could derail the UK's recruitment industry, and why utilities are once again under the kosh. Hosted on Acast. See acast.com/privacy for more information. | |||
| 04 Dec 2015 | Personal Finance Show 4 December 2015 | 00:23:18 | |
This week Moira O'Neill and the team are joined by Kingsfleet Wealth's Colin Low to discuss the latest portfolio clinic, plus VCT rules, the first Indian bond fixed-income ETF and more. Hosted on Acast. See acast.com/privacy for more information. | |||
| 19 Feb 2021 | Alpha Podcast: Down but not out | 00:31:37 | |
On this week's Alpha podcast, John and Phil talk cigarettes, streaming and snacks, and why tricky times for BATS, Disney and PepsiCo might now mean opportunities for investors. Hosted on Acast. See acast.com/privacy for more information. | |||