Investors' Chronicle

On this week's Companies & Markets Show editor John Hughman talks to Simon Thompson about how his Ben Graham-inspired approach has delivered stunning gains from this year's Bargain Shares portfolio and why there could be more upside to come. Plus what the coming election could mean for the markets. Investors' Chronicle has supported private investors in the UK for over 160 years by highlightin...

Onthis week's show Dave Baxter looks at who Woodford Patient Capital Trust's new managers will be, what their experience is and what they will charge investors. Jon Forster, co-manager of Impax Environmental Markets, explains what areas the trust invests in, how he selects investments and where he is finding new opportunities.  Investors' Chronicle has supported private investors in...

On this week's Companies & Markets Show editor John Hughman talks to trader Michael Taylor about a topic of much mystique – the role of market makers. Plus a look at the subject of a reader's email – the chart pattern of Sylvania Platinum and more. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Ch...

When will sterling start trading on fundamentals and not on Brexit? Will UK equities rise if there’s a deal? Peter Dixon, Global Financial Economist at Commerzbank mulls the markets as the uncertainty continues.   Inspired? Find your next opportunity at IG.com Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities....

In this week's show deputy personal finance editor Dave Baxter looks at why it was decided to close LF Woodford Equity Income Fund and what is going to happen to the other funds that were run by Woodford Investment Management. Rachel Winter, associate investment director at Killk & Co, explains what you should monitor to ensure your funds are still doing what they should be. They also con...

Editor John Hughman and Phil Oakley discuss the effect of a Brexit breakthrough on the stock market, Dominos beating a retreat from Europe, why AO World should do the same and why WH Smith is expanding its horizons globally Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the F...

A eurozone slowdown is anticipated, triggered by recession fears in Germany, domino effects from the US/China trade war and Brexit uncertainty weighing on potential growth. IG Senior Analyst Josh Mahoney and Daniel Lacalle of Tressis discuss how ECB monetary policy can best help to best mitigate economic woes throughout the bloc.   Inspired? Find your next opportunity at IG.com Investors' Chr...

Two years ago Alliance Trust (ATST) shareholders voted in favour of adopting a multi-manager approach, whereby a fund's manager outsources investment selection to other managers. Craig Baker, chief investment officer at Willis Towers Watson , and his team are responsible for doing this for Alliance Trust, so he explains how they have implemented this approach and how it differs from othe...

On this week's show deputy personal finance editor Dave Baxter sets out the many uses of multi-asset funds. Rory McPherson, head of investment strategy at Psigma Investment Management, looks at how to mitigate downside via asset allocation, highlights the best bond options for income and explains why passive funds are not a good way to access this asset. Investors' Chronicle has supported pri...

On this week's IC Companies and Markets Show editor John Hughman talks to Algy Hall about why his UK-centric stock screen is shrugging off the Brexit blues, and updates from the high and low flyers from this year's Tips of the Year selection. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is...

After a decade of growth, is the US economy set to contract? Should positivity over unemployment reaching a 50-year low be tempered by signs of a slowdown in wage growth and a strengthening dollar? Danielle DiMartino Booth, Chief Strategist, Quill Intelligence and IG’s Chief Market Analyst, Chris Beauchamp, discuss the outlook for the world’s largest economy, and the options open to the Federal Re...

On this week's show Andrew Cole, head of multi asset at Pictet Asset Management, explains to AIC broadcast journalist of the year Leonora Walters how to mitigate downside via portfolio diversification. He also highlights some of the main threats to and opportunities in equity markets, and says what areas of the bond market he thinks look like the best options at the moment. Investors' Chronicle ha...

On this week's IC Companies and Markets Show editor John Hughman talks to Phil Oakley about what 'Drastic' Dave Lewis's departure will mean for Tesco, what lies in store for troubled Ted Baker and Revolution Bars, and why markets have been a sea of red this week. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. In...

UK equities are out of favour with investors globally but Richard Penny, manager of  FP CRUX UK Special Situations Fund  (GB00BG5Q5X24), argues that this asset class still has a number of merits. He explains why UK equities could offer value and how to find stocks that are not value traps. He also highlights some stocks and sectors that could prove to be resilient, and deliver high retur...

Another set of high level talks between the US and China are due to take place this month in the hopes of brokering a deal to put an end to the current trade war.  In this episode, IG Index’s Josh Mahoney and Gabriel Wildau from advisory firm Teneo dissect the impact of tariffs, from China’s slowing economy to the countries looking to benefit from the supply chain disruption. I...

On this week’s show, fund manager David Conlon talks about the advantages and challenges of investing for income via direct lending in the real assets universe. David also tells deputy personal finance editor Dave Baxter how his GCP Asset Backed Income fund is currently positioned and where the next investment opportunities might appear. Elsewhere in the personal finance section, we look at the&nb...

On this week's Companies & Markets Show editor John Hughman rounds up a crazy week in politics and finance, talks to Algy Hall about his 'so bad, it's good' small-cap strategy, and Tom Dines about the retailers defying the high street gloom  Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chro...

The UK economy's been slowing steadily for the past couple of years, and GDP contracted in Q2. As well as leaning heavily on the pound for three years, Brexit has impacted demand too. But what comes next, and can the UK economic outlook be down to the binary choice of a high stakes game of 'Deal or No Deal'?  Inspired? Find your next opportunity at  IG.com Investors' Chronicle has suppor...

Orion Resource Partners is a major player in the mining space, with $6bn under management. Portfolio manager Philip Clegg talks us through his long-term investing approach and how he vets junior mining companies.  Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financ...

Deputy personal finance editor Dave Baxter looks at how to use investment trusts to profit from unloved markets, out of favour areas and higher yields. Michael Martin, private client manager at Seven Investment Management, explains to draw a retirement income tax efficiently and why higher yielding investments aren't always the best option. And they consider the difficulties of choo...

On this week's IC Companies & Markets Show editor John Hughman talks to Phil Oakley about why Kingfisher is ripe for a breakup, why investors should look past the politics of JD Wetherspoon, and why more companies should report as transparently as Next. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investor...

On this week's show David Liddell, chief executive of IpsoFacto Investor, explains how he helped put together the IC Top 100 Funds and how he homes in on a good fund. He also profiles a top performing fund he suggested adding to the list. Deputy personal finance editor Dave Baxter, meanwhile, looks at why Merian Global Investors is selling unquoted assets out of some of its funds. Investors'...

On this week's IC Companies & Markets Show editor John Hughman finds Phil Oakley in an unusually bullish mood, talking LSE, Apple, Ashtead & more. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times . Hosted on Acast. See acast.com/privacy for more info...

This week Tabula Investment Management founder Michael John Lytle talks to deputy personal finance editor Dave Baxter about the growing world of bond ETFs and where investors might still find a meaningful yield. And personal finance editor Leonora Walters looks at why equity income funds could be a good defensive growth play at a time of increased market risk. Investors' Chronicle h...

On this week's Companies and Markets Show editor John Hughman talks to Phil Oakley and Algy Hall about avoiding cyclical companies disguised as quality, and cycling companies disguised as technology. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times . Hosted...