Investors' Chronicle

Val Cipriani and Holly McKechnie are back with a new episode of Women & Wealth , and unpack the UK’s student loan system and growing debt burden facing graduates. The funds editor and personal finance editor for Investors’ Chronicle explore why women often end up paying more, how repayment rules really work, and what the system means for your finances. Student loans have undergone several rein...

On this week’s show, we begin with industrials. It was only a month or so ago that the sector was being touted by many as a potential safe haven from AI disruption. Then the US/Israel war with Iran began, and the merits of energy-intensive physical assets were hastily reconsidered. But of course not all industrials are alike. Today we take a look at top-performing  Diploma (DPLM)  – cruc...

Town Centre Securities ( TOWN )  is one of the UK market’s oldest names. Founded, managed and largely controlled by the Ziffs of Leeds since its listing in 1960, it is a typical John Lee stock: a cash-generative, dividend-paying, and storied family business with roots in the North. Another factor explains John’s recent decision to start building a stake in the group. At £1.15p, Town Centre’s...

In a busy week where events in Iran continue to dominate the news cycle, companies editor Mark Robinson stands in for Dan Jones to discuss the impact of the conflict on maritime activities, focusing on supply chain disruption, rerouting and cost implications, along with the challenge faced by global shipping lines such as Maersk & MSC. He is joined by Michael Fahy and Julian Hofmann. Mark is a...

It’s another day chock-full of company results, albeit market attention is understandably still focused elsewhere given the events in the Middle East over the past week.  So today, we too will be discussing the implications of the US/Israel war with Iran. Mike Fahy is here to talk about energy, defence, and the implications for the UK and European economies .  After that, we turn to our...

Ranmore Global Equity   (IE00B61ZVB30)  is a value fund that has grown very quickly over the past 18 months. In June 2024, it had a $300mn portfolio, but by January 2026 this had hit $1.5bn. The fund’s manager, Sean Peche, talks to Val Cipriani about how he finds underappreciated and undervalued stocks, why he doesn’t meet company CEOs, and why buying and holding ‘forever’, a strategy fa...

Company results season is under way. We have a mass of companies reporting over the next couple of weeks, and we will dig in to one of the highest profile businesses on the FTSE 100 later in the show. To start, though, we are looking at a lesser-known stock, albeit one whose shares have been surging higher for several years now:  Lion Finance (BGEO) , itself not far from  FTSE 100 promot...

We start with copper miner  Antofagasta (ANTO),  whose shares have soared over the past year on the back of big gains for the red metal. It released full-year figures earlier this week, and Alex Hamer discusses its prospects, as well as Rio Tinto and Glencore now the  mega-merger is off . Alex also explains some of the equity raises that have taken place lower down the cap scale in...

Christie Group has a lot going for it. Growing in several countries and an employer to around 650 people, the brokerage business is a well-respected name in multiple niche sectors. Last year sales exceeded £70mn, and management reckons operating profits of £10mn are possible. The kicker, following the disposal of several subsidiaries, is that its balance sheet is full of cash. Lord Lee of Trafford...

After a week in which we in London were blessed with a rare day in which the sun dared to poke its head out, today we will try to shed some light of our own on the big goings on in companies and markets at the moment.  We kick off with a look at the breaking news of the day, the  £10bn takeover of Schroders  by US asset manager Nuveen. Chris Akers is here to discuss the deal, and th...

This week, after a software sell-off that has rattled some of the UK’s most popular ‘quality’ stocks, we look at the fallout for the likes of Relx, Sage, Experian and others. Valeria Martinez is here to discuss whether the launch of Anthropic’s new AI tools represents an existential threat to these businesses. After that, we turn to the hopefully calmer world of corporate bonds and the reforms tha...

The UK’s largest investment platform, Hargreaves Lansdown, has announced its first fee overhaul in over a decade. But as ever the devil is in the detail, and despite its headline price cut there has been a bit of an outcry in some quarters. Val Cipriani is here to discuss which users will benefit, and which will lose out . After that we discuss our big read of the week , looking at – dare we say i...

It’s been a dramatic week in a year already full of drama, with Donald Trump’s sabre rattling over Greenland , and subsequent threat to impose further tariffs , causing alarm before being walked back on the basis of an apparent compromise. But with that saga now seemingly in the rear-view mirror – for how long, we don’t know – we kick things off today with space exploration, which does have specif...

For their latest company interview, Lord Lee and Alex Newman sit down with Lawrence Hutchings, who joined Workspace as CEO in November 2024. That conversation, which was taped on 9 January, was to be one of Hutchings' last in the role. Ten days after the recording, and amid mounting activist pressure from shareholder Saba Capital , Workspace abruptly announced Hutchings would be replaced as CEO by...

It may be dry January for some, but this week we are settling down with the pub companies amid a raft of news for the sector in recent days. Mark Robinson is here to discuss the bumper Christmas periods that many in the sector enjoyed, the imminent U-turn on business rate hikes likely to be announced by the government in the days ahead, the US activist putting the pressure on  Marston’s (MARS...

This week we’re kicking things off with one of the big company stories of early 2026 – for a number of reasons. It was a busy December for  BP (BP.) , which junked its chief executive and made progress with some divestment plans. Alex Hamer and Mark Robinson are here to discuss what the imminent arrival of new boss Meg O’Neill might mean for the group and its strategy, all in the context of a...

It’s a week before Christmas, which means only one thing around these parts: our bumper double issue hits the shelves on Friday 19 December. In it, we look ahead to all things 2026, and we’re doing the same thing here today with our first segment. In a moment we’ll be taking a close look at the FTSE 100’s runaway performance this year and asking whether it can continue over the next 12 months. Wit...

Ethical investing is often seen as a way to align your money with your values, but what does it really mean in practice? In this episode of Women and Wealth, Investors’ Chronicle’s Val Cipriani is joined by Madi Apthorpe to explain how ethical investing works in practice, covering ESG labels, exclusions, impact, engagement and how investors can avoid greenwashing. As more investors seek to support...

Alex Newman and Lord Lee are joined by Jerry Randall, CEO of Venture Life (VLG) , a leader in the consumer self-care market. They discuss the company's history, the outlook for the wider sector and potential upcoming acquisitions. Alex and Lord Lee then discuss recent changes to Lord Lee's portfolio, including his moves involving British house builders Taylor Wimpey (TW) , and new position in foo...

We start today with a look at the potential megamergers in Hollywood as the battle to take over  Warner Brothers Discovery (US:WBD)  comes to a head. Both Netflix and Paramount Skydance have made big bids for Warner Bros this month. Who will prevail? Will politics have the final say? Will competition regulators? Julian Hofmann is here to discuss. Then our cover feature this week is all a...

Investors’ Chronicle associate editor Simon Thompson joins Dan Jones to discuss what 2026 might hold for smaller companies and the market in general. Simon and Dan discuss how equities are positioned for the year ahead, as well as the impact of the Budget and how measures including the reduced Isa cash cap could impact UK stocks. They conclude by previewing what to expect from Simon’s Bargain Shar...

A day on from Rachel Reeves’ budget, where she announced a ‘smorgasbord’ of tax rises forecast to raise £26bn by 2029-30, the dust is settling. Everything from pension pots to dividends could be affected. Our panel of experts dive into the biggest changes affecting your finances, including all the tax changes, what’s going to happen to the beloved cash Isa and how the chancellor is changing North...

Economic abuse is a recently recognised but long-used method of control by domestic abusers and in this episode of Women and Wealth, Investors' Chronicle's Val Cipriani discusses what it is, how it can be spotted and the support available to those being abused in this way with Surviving Economic Abuse 's Lauren Garrett. Economic abuse is a legally recognised form of domestic abuse and is defined i...

Our annual Investment Trust Special Report covers everything you need to know about researching, finding and buying the right funds for your portfolio. Val Cipriani and Holly McKechnie delve into topics featured, from discounts in the space, the impact of the Saba saga, increased M&A activity and more.  It’s then onto Rightmove (RMV) . The company recently announced its plans to invest in...

We kick off this week looking at power provider SSE (SSE) , which announced a £2bn equity raise to help fund a £33bn upgrade to the UK’s electricity infrastructure. Valeria Martinez and Alex Newman discuss what the proposal means for the company, why it’s been so well received by investors and the wider implications. Next, we turn to the second part of our Aim 100 Special Report , where we look at...