Investors' Chronicle

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...

The US economy is the driver of much of the world’s growth. Is it on the ropes as inflation soars and interest rates are hiked, as is being suggested by many commentators? Or are investors selectively ignoring some more favourable signals? Plus, what is the wider global context, particularly diving below the macro-economic factors to the fortunes of individual companies? Investors' Chronicle has s...

On this week's episode, Alex Hamer returns to the podcast to assess BHP and Rio Tinto's more recent fortunes - are we reaching a turning point of their success? Then, the IC's economics writer Hermione Taylor makes her debut to ask whether we should be comparing our current era with the 1970s and 1990s, which has been a popular refrain among observers. Finally, the panel discuss the reluctance fro...

On this week's show, we get the breakdown on GSK spinoff Haleon which is set to list next week. Then Arthur Sants takes a fascinating dive into the business of psychedelic drugs, and whether they can be the future of depression and anxiety treatment. Finally, the panel look into the potential European gas crisis, with the threat of Russian pipelines being turned off hanging over the continent. Dan...

On this week's episode of the Companies and Markets show, recruiter Robert Walters is the result of the week; how long can they continue to ride the skills shortage? Then IC funds editor Dave Baxter joins the pod to talk through this week's cover feature: The Top 50 ETFs 2022 . Finally, the panel discuss the dangers of investing in unlisted, illiquid assets, specifically looking at Jupiter Investm...

On this week's Companies and Markets Show, Arthur Sants examines whether payments app Wise can maintain its impressive growth rates, the team discusses ways to spot the best smaller company bosses, and Dave Baxter explores an increasingly neglected corner of the private investor landscape: share clubs. Dan Jones hosts Mark Robinson, Julian Hofmann, Arthur Sants and Dave Baxter Investors' Chronicle...

Welcome to the wonderful world of cardboard boxes as we review packaging business DS Smith as our result of the week! Companies writer Jemma Slingo brings her insight here. Then Alex Newman talks through his long-read this week: ' Lessons from high-growth investors ', before finally Madeleine Taylor joins the pod to break down Ocado's latest bout of fundraising and prospects for the future. Dan Jo...

To be a successful stock picker over a long period of time, not only do you have to be a scrupulous researcher, you also have to guard against powerful human emotions. In this podcast, famed value investor Guy Spier talks through how his investment process has developed over the past two and half decades and why he’s feeling more optimistic in the current market rout than he has in previous crises...

On this week's episode Alex Newman and Mitchell Labiak join Dan Jones to discuss our result of the week, housebuilder Crest Nicholson, before turning to the potential of house prices falling for the first time since 2012. Finally Julian Hofmann joins the pod to talk through his long read asking how modern value investing can mitigate risk for investors. Investors' Chronicle has supported private i...

Scottish Mortgage Investment Trust's (SMT) shareholders have had a rollercoaster ride in recent years. The trust's share price has more than halved since its peak last November, following a spectacular run throughout most of 2020 and 2021. It’s now the UK’s second largest investment trust with net assets of £13.7bn. In this interview, the trust’s deputy manager Lawrence Burns explains why he and l...

Passenger numbers may be up at Wizz Air but the losses keep on coming, so what's the story? Madeleine Taylor joins the pod to decipher our result of the week, before looking at the aviation industry as a whole following chaotic airport scenes over the last week. Afterwards Christopher Akers talks us through his long-read on the future of food, specifically focusing on meat alternatives as an area...

The lesser-spotted Bearbull columnist has agreed that if ever there was a time IC listeners needed to hear his views, it might be now.  In this interview with the IC’s Mary McDougall, he shares his thoughts on the current outlook for the economy, the extent to which UK equities might continue to mean revert, why he’s cautious on emerging markets and why Bearbull’s income portfolio hasn’t perf...

The first five months of the year have been terrible for tech investors, but over the past week performance has improved. Are we in a bear market rally? Or might performance improve from here? On the podcast this week, Polar Capital Technology Trust’s (PCT) manager Ben Rogoff tells the IC’s Mary McDougall how current valuations compare with history, what parts of the market he’s currently buying i...

A government U-turn has seen a windfall tax finally imposed on oil and gas companies, but what are the implications for investors? Also retail writer Madeleine Taylor joins the show to take a deep dive into M&S as the 'result of the week', and the IC's resident personal finance guru Leonora Walters talks through the magazine's feature on SIPPS. Dan Jones hosts Alex Newman, Mark Robinson, Madel...

With UK inflation reaching a 40-year high of 9 per cent, the Bank of England base rate lagging at just 1 per cent and the global stock market falling over 15 per cent since the start of the year, investors' priorities have turned to how to preserve the value of their wealth. On the pod this week, Peter Spiller, manager of Capital Gearing Trust (CGT), tells Mary McDougall how he has approached inve...

Arthur Sants returns to the Companies and Markets show to breakdown results for Vodafone and BT, before the panel ask what next for supply chains amid the ongoing inflationary crisis. Finally, private equity is under the spotlight, as their appetite for UK plc's doesn't show signs of slowing down. Dan Jones hosts Alex Newman, Arthur Sants and Julian Hofmann. Investors' Chronicle has supported priv...

As Investors' Chronicle struggles to come to terms with losing its veteran economist Chris Dillow to retirement, he shares the most important lessons he’s learned over his 35-year career. Hint: experts know less than you think.   Chatting to the IC’s Mary McDougall, he also reflects on what country music can tell us about the state of the US economy, whether former Arsenal captain Tony A...

On this episode of the Companies and Markets show, Mark Robinson talks us through his long-read on waste management and the opportunities therein, and IC funds editor Dave Baxter also joins the panel for the first time. Dan Jones hosts Julian Hofmann, Mark Robinson and Dave Baxter. - Subscribe to the IC's free Trader's Market Outlook email for companies updates straight into you inbox each weekday...

Fintech has boomed in recent years but a flood of money into the sector has spurred concern that some companies will struggle to grow into lofty valuations as the economic environment gets more challenging. On the podcast this week, Tim Levene, chief executive officer at Augmentum Fintech (AUGM) tells the IC’s Mary McDougall how he avoids overpaying for companies, how he’s helping them prepare for...

The Companies and Markets show returns to discuss Sainsbury's as our result of the week, before diving into Alex Newman's latest long read on Warren Buffett's longevity. Finally the pod welcomes new Investors' Chronicle property writer Mitchell Labiak to look at the 'warehouse bubble' in the UK, and potentially the start of it's deflation following Amazon's recent warning shots. - Subscribe to the...

The outbreak of Covid-19 sparked a transformation in monetary policy, according to Professor Russell Napier, with governments now effectively controlling money supply. Combine this with a decoupling between the West and China and Napier thinks investors must brace for a period of prolonged inflation.  In this interview, Napier tells the IC’s Mary McDougall what a new era of financial repressi...