Investors' Chronicle

This week’s show begins with Labour’s decision to force tech giants to give more prominence to traditional news broadcasters on social media, to help battle misinformation. Valeria Martinez discusses what this quick-fire solution to get younger people to engage with older news outlets means for investors and the companies involved. We then turn to Britain’s housing market as the cost of homes crep...

The gender health gap is an issue which affects far more than just wellbeing; it impacts your career, earnings and long-term financial stability. In this episode of Women and Wealth, funds editor Val Cipriani and personal finance editor Holly McKechnie walk you through why women experience poorer health than men, how it is a systemic issue of under-investment in women’s healthcare and what this me...

In this week’s episode, we turn to Britain’s recruitment stocks. Valeria Martinez looks at the impact of AI on hiring demand, which is hitting share prices, and also discusses the perennial question: is the new technology a concern or an opportunity? Next, we cast our ears to Italian tech buyout specialist, and Baillie Gifford favourite, Bending Spoons, following its Nasdaq debut earlier this week...

This week, we begin with online grocer Ocado (OCDO) following reports of a CEO switch. Julian Hofmann dives into what a potential change at the top will mean for the FTSE 250 company that has struggled to deliver despite decades of investing in its technology.  Next, we turn to Liontrust Asset Management (LIO) , where, despite another year of poor results, it reported an early completion for...

This week, we begin proceedings with a look at the contrasting fortunes of two UK wealth managers: Aim-traded Tatton Asset Management (TAM) continues to reap rewards from its dominance of the model portfolio market. But its older rival, Rathbones (RAT) , ran into trouble this week when it announced it would temporarily stop accepting investments from some higher-risk clients following a review by...

Fevara (FVA:127p) may be new in name, but its roots and expertise stretch back more than a century through the former Carr’s Group. In the wake of this major transformation, the livestock supplements company’s focus is now on improving farming productivity through its advanced animal feed technology and supplements, and overseas expansion. Alongside chief executive Joshua Hoopes, Alex Newman and L...

This week’s show dives straight into safety and equipment maker Halma (HLMA) , which reported its full-year results on Thursday morning. It may be time to re-evaluate the company’s description as one of the FTSE 100’s least newsworthy businesses – it has been reaping the rewards of the AI boom. But with increased interest comes heightened expectations, and perhaps this is why its shares tumbled by...

This week’s show dives straight into trading platform CMC Markets, after its promise of an imminent inflection point sent its shares soaring to the top of the FTSE All-Share leaderboard on Thursday. Julian Hofmann discusses the business’s full-year figures, its big future plans and whether it’s becoming a more reliable investment. We then turn to this week’s Big Read on how to tap into Britain’s m...

Polar Capital Technology Trust (PCT) is one of the most popular and best-performing tech-focused funds available to DIY investors, having built up its record and fan base long before the likes of AI and ‘Magnificent Seven’ became everyday terms. And deputy manager Ali Unwin has been part of that story since 2021, helping investors access the best and brightest, and yet-to-be-discovered names in th...

This week’s show dives straight into Elon Musk’s SpaceX as it gears up for the biggest IPO in market history. We consider what newly released financial details reveal about the company, and whether a mooted $1.75tn valuation is a sign of market madness. Alex Hamer has the details Coming back down to earth, we take a look at Pets at Home. The FTSE 250 retailer has struggled with a mixed outlook and...

Leaving the stability of a full-time job to become self-employed is a truly daunting decision. Gone is the safety net of a monthly pay cheque, and if you want to start your own company, the pressure can feel monumental. In this episode of Women and Wealth, funds editor Val Cipriani sits down with Felicia Hjertman, head of investments at Monument Bank and former founder of an investment platform, t...

With food prices in the spotlight as Rachel Reeves pushes supermarkets to cap costs for consumers, this week’s show starts further up the supply chain with pork and poultry producer Cranswick. The company reported another strong set of results , and Mark Robinson talks through the details. Discussion then turns to this week’s Big Read on picking the perfect pension provider. In a week when the Pen...

This week’s show kicks off with a look at FTSE 100 Reit Land Securities, which reported full-year figures. It is still shifting away from offices in favour of shopping centres and residential developments, but with gilt yields spiking again this week, will it remain a victim of circumstances beyond its control? Hugh Moorhead dives into the details.  More updates on that here Discussion then t...

PZ Cussons, known for brands such as Imperial Leather, Carex and Original Source, has been around for more than a century, but its shape and focus today are very different from its origins. The FTSE 250 consumer goods giant is focusing on core brands and expanding overseas, and owns market-leading products in a host of countries around the world. But M&A deals, both good and bad, have meant th...

As potential jet fuel shortages unnerve summer holidaymakers, airlines have been reporting shaky demand as people hold off from booking trips. But what of the hoteliers? In this week’s episode, we discuss the quarterly update from InterContinental Hotels (IHG) , owner of Holiday Inn, as well as recent figures from Premier Inn owner Whitbread (WTB) . Mark Robinson explains why the picture is bright...

The F&C Investment Trust (FCIT) is as close to a household name as a fund can be. Founded in the 19th century, its global stocks “one-stop shop” nature has made it a favourite for investors for decades, and despite changing managers and fund houses, it’s remained true to its aim. Val Cipriani sits down with current manager Paul Niven , who discusses the trust’s approach to using other fund man...

It’s the end of April, and a reopening of the Strait of Hormuz is looking further away than ever. Its closure looms large over everything else at the moment, and risk asset investors are starting to worry for the first time in several weeks. However, there are still signs of life across the market.  In this week’s episode, we look at some of those rebound stories and discuss whether recoverie...

Choosing your first stocks and shares Isa can be overwhelming. There are apps, brokerages and dozens of providers, all claiming to be the best. In this episode of Women and Wealth , funds editor Val Cipriani and personal finance editor Holly McKechnie walk you through how to choose the right one for you, whether you're investing for the first time or moving beyond cash savings . They explain every...

It’s another week and another break-up of a FTSE 100 business. This time it’s the turn of Associated British Foods, which has announced plans to spin off Primark into a separate entity. Erin Withey discusses the demerger and explains why management of both businesses will also have their hands full dealing with a range of issues arising from the Iran War and elsewhere. After that, we delve into in...

Primary Health Properties (PHP) is one of the UK market’s best-known income stocks. With a record of 30 consecutive annual dividend increases and the strongest tenant base in the real estate sector, it has long been a favourite of investors looking for a secure, growing yield. Since chief executive Mark Davies took over from founder and chair Harry Hyman in 2024, the story has been more dramatic....

In this week’s episode we delve into FTSE 100 testing and assurance company Intertek (ITRK) , which has had an action-packed few days: board changes, a strategic review, and a rejected bid offer from a private equity investor. Valeria Martinez explains everything you need to know. Then we look to renewable energy investment trusts, which have enjoyed increased interest over the past month amid the...

In this week’s show we discuss the temporary ceasefire in the Middle East – if it is really appropriate to call it that – and consider whether the announcement has done anything to lighten a global economic outlook that has looked increasingly gloomy for the past few weeks.  Investors have certainly priced in a fair amount of relief. We discuss if they are right to do so, and what happens nex...

We begin the show with consumer goods giant Unilever (ULVR) – soon to be somewhat smaller, given the $45bn spin-off of its foods business to US spice and sauce maker McCormick (MKC). The reaction to the news, though, has been distinctly underwhelming. Erin Withey examines what it means for Unilever’s future. Then we turn to Berkeley (BKG) , the housebuilder, which, this week, published an unschedu...

At £5.7bn, Artemis Global Income is one of the largest global income funds available to UK investors. It posted enthusiastic returns in 2025, well above what you would normally expect from this kind of strategy. But has this made the portfolio holdings expensive, and where does it go from here? Manager Jacob de Tusch-Lec talks to Val Cipriani about being nervous about what comes next, whether the...

It’s been another seesaw week as the world weighs up the chances of an end, or at least a cessation, to hostilities in the US-Israeli war with Iran. President Donald Trump is taking a more conciliatory tone, but in this case, a U-turn is not in his gift alone and with Iran talking tough, the optimism of earlier in the week has started to ebb as we record today’s show. The episode starts by looking...