Investors' Chronicle

Valeria Martinez begins the show by unpacking FirstGroup’s (FGP) results. Valeria and Dan explore how the renationalisation of rail franchises is affecting the business, the timeline for other franchise nationalisations and how the company looks compared with its peers. Next, materials company Oxford Instruments (OXIG ), which this week announced it was selling its quantum business for £60mn. Juli...

Why don’t women invest more than they currently do? In this new podcast series from Investors’ Chronicle , personal finance editor Val Cipriani and digital production journalist Madelaine Apthorpe look into the financial decisions and issues facing women in the UK. In the first episode, Val and Madi look at the investment gap and why women should invest more. Boring Money research estimates that t...

Welcome to Women and Wealth, the new six part podcast series from Investors' Chronicle, looking at the world of investing and personal finance issues facing women. Join personal finance editor Val Cipriani and digital production journalist Madelaine Apthorpe as they explain and advise on everything from how to invest to asking for pay rise at work in the video podcast series. Across the six initia...

In the week the UK launched its strategic defence review, Dan Jones is joined by Christopher Akers to discuss the latest half-year figures from UK defence specialist Chemring (CHG) , which have come in ahead of analyst consensus and reveal a record order book of £1.3bn.  We then move further afield to Latin America, where stock markets have bounced back after a difficult 2024. Holly McKechnie...

We start with FTSE 250 retailer Pets at Home (PETS) , whose veterinary arm is now making more than the retail business. Mark Robinson unpacks why this may be, the outlook for the year ahead and the valuation case. Our cover feature on 25 years of volatility is next. Julian Hofmann shares a quick recap of the more serious issues investors have dealt with over this period, the lessons learnt and mor...

Diploma’s latest results proved that investors’ confidence in the company is justified. Valeria Martinez joins Dan Jones to unpack the case for the specialist manufacturer, and whether its valuation is becoming stretched.   Alex Newman, author of this week’s Big Read on global tracker funds, discusses the contradictions that exist in the popular products and what investors can do to over...

We start with Experian’s (EXPN) latest results. Host Dan Jones and Julian Hofmann unpack what went right for the business, how it could fare in the event of a US slowdown, and whether investors should get involved.  Next up is Imperial Brands (IMB) . Chris Akers shares what led to the big share price reaction, how it compares with other competitors in the tobacco industry and what the main at...

The period since the last episode of Lee and the IC has been eventful to say the least, and the pair begin by unpacking Donald Trump’s tariffs, the subsequent market sell-off, and how it compares to similar eras in market history.  The episode follows in typical fashion, and Lord Lee updates listeners on changes he has made to his portfolio in the period following “liberation day”, including...

We begin with Arthur Sants and Dan Jones discussing the Apple antitrust issue, the iPhone manufacturer's role in Alphabet’s share price fall and Google’s place in the search engine world. Michael Fahy, author of this week’s Big Read on the future of aviation, up next. He explains some of the developments in the industry, the top players, and what companies may be under threat by the arrival of mor...

Dave Baxter returns with another IC Interviews, and he sits down with one of the rising stars of fund management, Jasmine Yeo of Ruffer Investment Company, the FTSE 250 trust that aims to deliver positive returns for investors throughout all market situations.  Listen to find out how the portfolio is behaving in the wake of Donald Trump’s swathe of tariffs, which diversifiers the Forbes 30 Un...

Recent results from Associated British Foods (ABF) highlighted that both its food and retail arms are facing some bumps in the road – think falling sugar prices and tariffs. Mike Fahy, Julian Hofmann and Alex Newman weigh in on everything going on and what investors need to know. Gold next. Its price reached an all-time high this month, and Alex Hamer looks at the drivers behind this boom, where i...

In another packed episode, host Dan Jones is joined by Christopher Akers to look at half-year results from car testing company  AB Dynamics (ABDP) . Can it continue to perform well at a time when the automotive industry is yet again facing a string of pressures, including those dreaded tariffs? Next up is a look at this week’s Big Read on ‘survivor shares’. James Norrington introduces the thi...

As a wealth preservation fund, Personal Assets aims to generate returns above inflation using a long-term approach. But with uncertainty rife thanks to tariffs, the fund is facing a very “interesting” time. In our latest IC Interviews episode, Dave Baxter and Charlotte discuss the talk of the town – tariffs. Listen to the episode to hear the pair unpack the fund’s behaviour after the sell-off, why...

We begin with results from electronics manufacturer, TT Electronics (TTG) . Michael Fahy and Arthur Sants explain how its North American and European divisions have been performing, and how the senior leadership is changing. Tariffs again, but from a different angle. Arthur Sants, our US correspondent, unpacks how tech stocks Apple (AAPL) and Nvidia (NVDA) are faring, what could happen next and wh...

As tariffs continue to send markets into a frenzy, the panel gives listeners a rundown of how we got here, what’s happening now and what lies ahead for untouched industries such as pharmaceuticals.  Val Cipriani joins to discuss this week’s cover feature on the investing world beyond listed stocks. Val and Dan share how investors can get exposed to unlisted shares, how to find out what they’r...

The panel unpack details of the swathe of tariffs announced by US President Donald Trump. They discuss what was announced, their curious calculations , the implications on nations and stocks, and what retaliations could occur. Dave Baxter joins to discuss global equity funds, the topic of this week’s Big Read . Dave and Dan unpack the thinking behind the piece, some of the companies that crop up i...

Dan Jones is joined by Natasha Voase to discuss Bellway’s (BWY) results , and what they reveal about the state of the property market. The pair also unpack the future of housebuilding in light of the Spring Statement and what it means for Vistry (VTY) and Barratt Redrow (BTRW) . Val Cipriani joins to carry on the Spring Statement conversation, but changing course toward Isas and the various takes...

The Blue Whale Growth fund concentrates on large cap companies across global stock markets. US tech has dominated global indices, investors’ minds and until recently, the fund. Dave Baxter talks to manager Stephen Yiu about his updated thoughts on the Magnificent Seven, Donald Trump’s impact on the AI play, overlooked sectors and more. This episode was recorded on 24 February. Timestamps 00:29 Dee...

Dan Jones is joined by Alex Newman and Julian Hofmann to discuss the shift away from US shares towards Europe and even the UK – and the implications for investors. Next up, Alex Newman breaks down his  Big Read this week  on how the ultra-rich invest and what more humble investors can learn from their investing practices. Lastly we turn our attention to UK company reporting and specifica...

Mark Robinson sits in for Dan Jones this week and is joined by Michael Fahy to discuss building supplier stocks. The sector has had a rough few years with rising inflation and interest rates, and declining demand. Michael explores where the industry goes next. Alex Newman joins to unpack everything going on with FTSE 250 listed shipbroker Clarkson (CKN) whose share price dropped after it released...

Anna Bielby took the helm at Vp in September 2023, a year after John took his own stake in the business. In this episode, Bielby, Lord Lee and IC associate editor Alex Newman discuss the equipment leasing group's history, business model, threats and opportunities. As always, Alex and John wrap up with an update on Lord Lee’s portfolio, plus his take on defence stocks.   Timestamps  0:59...

We begin with Aberdeen’s (ADBN) results, which pleased the market and sent shares up considerably. Julian Hofmann dives into the recent changes at the company and how they will impact investors. Jemma Slingo touches on another asset manager, Schroders (SDR) which also put out results. It’s then onto this week’s Big Read on the future of mining. Commodities expert and author of the piece Alex Hamer...

Nick Train is the first to admit that his investors haven’t seen the returns they’re used to recently. But despite some calls that haven’t quite worked out, in this interview, he points out the areas that should make up for this in the future. Listen to Dave Baxter and the fund manager discuss holdings in the fund such as Diageo (DGE) – which he’s bullish over despite falling alcohol consumption a...

Market darling Rolls Royce (RR) is going from strength to strength. After a return to dividends topped with a lucrative buyback, shares were up 20 per cent on the day of recording. James Norrington, author of this Rolls-Royce Deep Dive , unpacks the prospects for the business and everything investors need to know.  Smith & Nephew (SN) , a medical equipment manufacturer, continues to impro...

We begin with Mony Group (MONY) , better known as Money Supermarket, whose results showed the insurance industry isn’t struggling as some fear. Mark Robinson shares all investors need to know.  Arthur Sants, our US correspondent and author of this week’s Big Read on Nvidia (NVDA) , explains the key points from the article. From the threat of DeepSeek and Chinese sanctions to potential positiv...