Investors' Chronicle

The Companies and Market show returns to discuss Elon Musk's $44bn deal to buy Twitter and ask what it means for Tesla investors. Then our panel give a sneak peak of the Investors' Chronicle's special feature this week, a review of the entire FTSE 350. Alex Newman, Julian Hofmann and Mark Robinson join John Rogers. Investors' Chronicle has supported private investors in the UK for over 160 years b...

UK small caps have struggled against their larger cap peers in recent months, but if you can avoid the banana skins there are some very attractive entry points for businesses, according to Ken Wotton, manager of Strategic Equity Capital investment trust.  In this interview, Wotton tells the IC’s Mary McDougall where he thinks the best opportunities are, why he likes to run concentrated portfo...

Retail writer Madeleine Taylor joins the Companies and Markets show to talk through our result of the week: Asos. Then Alex Hamer is also on hand to break down his latest long read, ' Awash with cash: will miners opt for deals, development, or dividends? '. Finally, the panel briefly touch on the national security implications around the sale of another British defence stock abroad. Because you li...

In this week's episode of the Companies and Markets show Belvoir is our result of the week following a solid earnings report, Elon Musk buys a seat on the Twitter board, and Arthur Sants joins the panel to discuss which companies are best placed to deal with inflationary pressures. All that before Julian Hofmann is once again on hand to break down Warren Buffett's second bit of activity in as many...

Alex Newman, Mark Robinson and Jemma Slingo join the Companies and Markets panel to discuss our result of the week, UK housebuilder Bellway, before diving into litigation funder Burford Capital's annual report and the investment case for Tesco as a defensive stock. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities....

Inflation is making real returns harder to come by, eroding the value of cash and creating a tougher outlook for equities, particularly ‘growth’ stocks which are valued according to future earnings. How can investors protect themselves?  In this interview, Sebastian Lyon, founder and chief investment officer at Troy Asset Management, tells Mary McDougall how his multi asset funds are position...

Alex Newman, Mark Robinson and Julian Hofmann returns to breakdown chancellor Rishi Sunak's spring statement and Warren Buffett's latest $12bn purchase of the insurer Alleghany. Then Mary McDougall joins the pod to talk through her long-read: 'Can tech save healthcare?'. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportuni...

Paul Major, manager of Bellevue Healthcare Trust (BBH), believes the future of healthcare will be very different from what we have today and looks to invest in companies at the forefront of making change possible - from those improving disease diagnosis to companies delivering care at home.   In this podcast, he tells the IC’s Mary McDougall where he thinks the most important innovations...

Alex Hamer joins the Companies and Markets roundtable to discuss the ongoing commodities crisis caused by the war in Ukraine, including some of the more niche ones like helium and uranium. The team also dive into some of the M&A activity we're seeing - or rather, not seeing. Then Michael Fahy joins the show to talk through his feature: 'Travel industry bears Covid scars'. Investors' Chronicle...

With little more than three weeks left until the end of the tax year, make sure you’ve used up as much of your Individual Savings Account allowance as possible. For those who like to get ahead, you might want to start thinking about where to invest next year’s Isa allowance too, from April 6.  But deciding what to invest in is not straightforward. Inflation, war and volatility are currently t...

On the Companies and Markets show this week Mary McDougall joins Alex Newman and Julian Hofmann to discuss the changing face of ESG, volatility in Russian shares causing havoc on investment platforms, and asking why the FTSE 100 is weighted towards value stocks. Then deputy IC editor Dan Jones joins the pod to discuss his long read: 'Running the rule over the subscription economy'. Investors' Chro...

There’s no one correct way to set up an investment portfolio but there are several pitfalls to avoid so you don’t leave yourself over exposed, or with little chance of achieving desirable returns. To help us adopt the Charlie Munger approach of not doing anything stupid, Sam Dickens, portfolio manager at IG tells the IC’s Mary McDougall how you can construct and monitor a robust portfolio.  T...

Investors' Chronicle staff Michael Fahy and Arthur Sants join regulars Mark Robinson and Julian Hofmann to discuss the continued market effects of the war in Ukraine. Of particular interest this week is defence shares, with companies specialising in hardware and software reaping rewards of an increased pressure of NATO countries to invest in armaments. Investors' Chronicle has supported private in...

Like other growth-oriented portflios, Henderson Smaller Companies (HSL) has had a difficult start to the year amid concerns about monetary tightening and, more recently, the crisis in Ukraine. Neil Hermon, who works on the fund, makes the case for top holdings like Impax Asset Management (IPX) and Future (FUTR) continuing to flourish in the longer-term, and for invest...

Being a successful investor has as much to do with your behaviour as it does with studying annual reports. As Morgan Housel puts it in his brilliant book The Psychology of Money, “investing is not really about what you know, it’s about how you behave”. In this podcast, Henry Cobbe, head of research at Elston Consulting, discusses with the IC’s Mary McDougall the most common mistakes that investors...

Alex Newman, Jemma Slingo, and Mark Robinson discuss some of the economic ramifications of Russia's invasion of Ukraine, before touching briefly on the banking and logistics sectors. Then Julian Hofmann joins the pod to discuss his feature 'Ready for a turnaround: the art of distinguishing value traps from recovery gems'. Investors' Chronicle has supported private investors in the UK for over 160...

The IC’s favourite economist Chris Dillow is back on the podcast this week! He talks through what leading indicators are telling us about prospects for the stock market, his thoughts on inflation and why retail sales data in the UK look surprisingly encouraging.  He also cautions against paying too much attention to medium term earnings forecasts, reminds us to be humble about how little we k...

For many people, investing in a way to help make the world a better place is a priority. But as sustainable investing has exploded in popularity, so have the investment options and it can be very difficult to know what the best approach is. Some people don’t want to own any companies that they deem to have a negative impact on the environment and society. Others take the view that it’s better to e...

William Green has interviewed slews of the world’s most legendary investors from John Templeton to Charlie Munger and synthesised what we can learn from them in his bestseller Richer, Wiser, Happier , which draws on hundreds of hours of interviews with over 40 of the world’s most successful investors.  In a tribute to his late father, whose favourite publication was Investors’ Chronicle, Will...

When putting together an investment portfolio, for an optimal risk / return profile you’ll want significant exposure to overseas stocks. The UK now makes up around 4 per cent of the global stock market and, while many pundits believe UK stocks are attractive relative to international peers, the UK has been among the poorest performing of the major equity regions over the past decade.  In this...

As 2021 fades in the memory, the spectre of inflation is firmly on investors’ minds and Simon Gergel gives his view on what that may mean for markets in 2022. After a year where finding genuinely under-priced good businesses – rather than those that are cheap for a reason – paid dividends, Simon explains how extreme pricing anomalies still appear prevalent. This could be where investors are overlo...

Buying shares can be much more risky than buying funds, but get it right and the returns can be greater too.  In the fifth episode of our investing explained podcast series, IG’s chief market analyst Chris Beauchamp and the IC’s former associate editor Algy Hall talk through what a share is, different styles for investing in shares and multiple approaches to assessing valuations.  Algy a...

Nick Train’s stock picking success over the past 30 years has made him one of the UK’s best known fund managers. But over the past 12 months both his global and UK-focussed funds have notably underperformed their peers. In this interview, he tells the IC’s Leonora Walters why he is resolutely sticking with his investment approach and why quality companies could do ‘extraordinarily well.'   Tr...

Investment funds are the core of most private investor portfolios and are suitable for everyone, regardless of your level of knowledge. The tricky thing is, there are lots of different types of funds, and thousands available.  In the fourth episode of our investing explained podcast series, the IC’s funds editor Dave Baxter and Elston Consulting’s research head Henry Cobbe talk through some o...

The opening weeks of 2022 have proved difficult for some of the most popular funds and  Rathbone Global Opportunities (GB00B7FQLN12)  is no exception. Like other growth-oriented portfolios, it has suffered a gruelling few weeks as investors worry about the potential for tighter monetary policy. James Thomson, who has worked on the fund since 2003, talks about the psychology of runni...