Investors' Chronicle

On this week's episode, Dan Jones welcomes Jennifer Johnson to talk GlaxoSmithKline (GSK) - they've made a good start to life post Haleon split, but are they a one-trick pony at the moment? Then Mark Robinson dives back into the Aim 100, with two more interesting stocks from our special review of the top 100 companies in Aim (by market capitalisation). And finally, Val Cipriani makes her podcast d...

The current political and financial climate has made fixed income markets volatile and uncertain around the world. However, taking an active approach may help build resilience to potential headwinds while gaining greater exposure to the opportunities that arise. Listen to this podcast to gain insight from Gordon Harding, PIMCO fixed-income strategist on the current climate and what to potentially...

Silvia and Alison Taylor of NYU Stern School of Business look into the language of sustainability and find it still has a pretty loose grammar and highly convoluted syntax. Most native speakers do not even agree on a common interpretation of environmental, social and governance factors. The good news is: more of us are trying to learn this language. And Alison shares a few tips on how she teaches...

On this episode of the Companies and Markets show, Dan Jones, Julian Hofmann, and Alex Hamer review three interesting stocks from our special feature this week: Aim 100 2022: Part 1 . But that's not all - Alex Hamer sticks around for a chat about the Lithium industry, which has been boosted by US Inflation Reduction Act spending beginning to filter through to companies. And finally there is a brie...

Confused about sustainability? You’re not alone. Environmental, social and governance factors, or ESG, are increasingly a headache for business, finance and world leaders alike. Now even policymakers are creating rules to govern this space. It’s hard to keep up and make sense of it all. So let us help you by sharing some of the most interesting views shaping this space. Join your host, Silvia Pavo...

On this episode of the Companies and Markets show, Julian Hofmann is on hand to break down US banks reporting - who did well, who did badly, and what were the share price moves? Then Michael Fahy joins the pod to discuss his long-read on the future of defence - how soon until AI robots roam the battlefields? (Spoiler, probably not imminently). Finally, properties writer Mitchell Labiak talks us th...

Dan Jones sits down with Abrdn Asset Management Asia chairman Hugh Young for a wide-ranging discussion, including whether the strength in the dollar is negatively affecting the business case for emerging markets, whether China is investible at the moment, and whether this current inflationary period is comparable to previous points in emerging markets history. Hugh Young is the Managing Director o...

On this episode of the companies and markets show, we start with our result of the week: pollster YouGov. Then it's over to Arthur Sants for a look through his long-read this week: Picking software winners . Valuations of software businesses have contracted significantly in the past year, but the sector still has plenty to offer investors, both in the US and the UK. And finally, is Elon Musk's Twi...

On this episode of the companies and markets show, our result of the week this time around is Tesco - can the grocer keep customers from turning to more discounted options? Then we dive into our long-read this week: Coca-Cola - a lesson in share analysis . Alex Newman takes us through the bull and bear case for the company. Finally Mark Robinson discusses how investors should be thinking about ris...

From the mini-Budget to an emergency intervention by the Bank of England, the bond market has seen more than its fair share of shocks in the last two weeks. Noelle Cazalis, fund manager on a number of portfolios including the popular  Rathbone Ethical Bond fund (GB00B77DQT14) , discusses the challenges facing fixed income investors and whether any bargains have emerged. This podcast was recor...

A week has passed since chancellor Kwasi Kwarteng's "mini"-Budget that so effectively threw markets into a tailspin. It leaves Dan Jones asking questions such as 'what?', 'why?', and 'eh?', and our economics expert Hermione Taylor attempting to make sense of it all, which she does with great aplomb in the first part of this weeks episode. Following this, properties writer Mitchell Labiak returns t...

First up on this episode of the Companies and Markets show is Kingfisher under the spotlight, with Dan Jones welcoming Christopher Akers to the pod. Then it's onto economic moats - what makes an economic moat and in which sector can you find the best one? It comes off the back of Alex Newman's article discussing the research of fund manager and analyst Michael Mauboussin (who we spoke to for an IC...

IC deputy editor Dan Jones is joined on this episode by Dan McCrum, part of the Financial Times investigations team and author of Money Men, the story of the Wirecard scandal he helped uncover (now adapted as the Netflix documentary Skandal). Dan began investigating Wirecard following contact with a whistleblower in 2015, uncovering evidence of widespread fraud, and finally saw the company declare...

On this week's Companies and Markets show, the team discuss a reality check for hydrogen hope  ITM Power (ITM) , whose  annual results sparked a steep sell-off in the company’s shares on Wednesday . Economics writer Hermione Taylor then outlines  the debate over ‘Trussonomics’ , looking at government policies and their potential impact on the UK economy, sterling, and the gilt marke...

On this week's Companies and Markets Show associate editor and guests delve into recent results from fund manager Ashmore and what they could signify about the wider emerging markets picture. The team also discuss a raft of mid cap oil & gas results, the follow up to our recent exclusive on Hargreaves Lansdown offering certain clients preferential fees and then Dave Baxter and Alex take a clos...

Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology sector need to be more discerning around which are...

On this week's Companies and Markets show, shipping company Braemar is under the spotlight as our result of the week, and with transactions on the rise as Covid-19 effects start to dissipate investors are starting to be bullish. Then it's over to our long-read, as Alex Hamer joins the pod to discuss his feature Shell and BP: time for a rethink . And finally the panel analyse what is driving the we...

Anthony Cross, co-manager of the popular Liontrust Special Situations fund, talks to Dave Baxter about the good and bad news coming out of his portfolio in this IC Interviews episode. This broad discussion covers the prospects of a variety of stocks and sectors, from challenges at Hargreaves Lansdown to the effect of recession worries on recruiters and property names, as well as an assessment of t...

In a bumper episode of the Companies and Markets show Dan Jones hosts first a discussion of online versus in-person retailers, leading into Cineworld's bankruptcy struggles. Then oil services Hunting and Wood Group are in the spotlight (for different reasons), as is Anglo Pacific. Jennifer Johnson then joins the pod for the first time to look through her piece on Blockbuster drugs ; which pharma c...

On this episode of the Companies and Markets show, the Dan Jones and co discuss the gambling sector after a raft of recent updates from the likes of 888, Entain and Flutter. Then it's Balfour Beatty's turn in the spotlight with the group’s UK construction arm returning to profitability after a difficult pandemic. Finally, Alex Newman talks through his long read this week: Navigating the storm . It...

IC columnist and day trader Michael Taylor sits down with Dan Jones in this episode of the IC Interviews podcast. In a wide ranging discussion, Michael discusses the current state of the market and his personal methodology, including why he never averages down, his preferred way to manage risk, and finding hot stocks. Investors' Chronicle has supported private investors in the UK for over 160 year...

On this episode of the Companies and Markets show, we review results season and ask where the canaries in the coalmine have been, and consequently who has to look out for the second half of the year. This chat covers PageGroup, WPP, Rotork and more. Then, Jemma Slingo is on hand to discuss her long-read this week: Electrification's hidden winners . She takes a deep dive into an unheralded range of...

On this week's episode, Dan Jones hosts Alex Newman, Mark Robinson and Michael Fahy to discuss two potential turnaround stocks in Pearson and Rolls-Royce, as well as a discussion of the UK audit market off the back of Michael's long read: Spotting the warning signs . Timestamps: 00:00 - Intro 01:08 - News roundup 03:30 - Result of the week (1): Pearson 13:13 - The UK audit market 27:30 - Result of...

On this week's episode, Dan Jones welcomes Mark Robinson to the studio to discuss some of the companies best placed to cope with inflation. Their discussion starts with Unilever - a company with a stable of household names, that has consequently been able to pass on price increases to consumers in the past. Julian Hofmann then joins the pod to expand the conversation to include Reckitt Benckiser a...

It’s not been an easy year for environmentally focused funds, as the market rotation into value-focused equities has delivered a body blow to the share prices of the many innovative growth companies seeking solutions to global environmental problems.  Our guest on this week’s pod is Jon Forster, co-manager of the Impax Environmental Markets investment trust. IEM is the largest in the closed-e...