Investors' Chronicle

On this week’s show, personal finance editor Leonora Walters looks at another drastic move from Neil Woodford and the logic behind it. And Ed Smith, head of asset allocation research at Rathbones, tells deputy personal finance editor Dave Baxter what the latest Brexit news means for UK equity investors. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighti...

On this week's IC Companies and Markets Show editor John Hughman talks with Algy Hall and Alex Janiaud about toys, tariffs, and why the best way to play the booming global travel industry could be selling chocolate.   Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by t...

On this week’s show Victoria Hasler, director for research and consulting at Square Mile Investment Consulting and Research, looks at the recent rush into bond funds, what’s driving it and whether now is a good time for investors to get involved with the asset class. And personal finance editor Leonora Walters looks at a new entrant in the real assets space and what it’s doing to stand out from th...

On this week's IC Companies and Markets show editor John Hughman talks to Phil Oakley to talk about the wider implications of Greene King's takeover, what Persimmon's results tell us about the health of housebuilders, and the disconnect between bond and stock markets. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunitie...

Gold looks comfortable for the moment at $1,500 per ounce, as the US-China trade war rumbles on and bond yields go negative. But is it too late for retail investors to get on this train, and what does it mean for gold-related equities? We had a chat with World Gold Council chief market strategist John Reade about gold price drivers and the context for the current highs.  Investors' Chronicle...

On this week's show deputy personal finance editor Dave Baxter makes the case for dialling down the US component of your global equity exposure. Alex Brandreth, deputy chief investment officer at Brown Shipley, argues in favour of maintaining some exposure to this market, and suggests some approaches and funds via which to get exposure. They also debate the merits of UK equity income funds and hig...

On this week's Companies & Markets Show John Hughman is joined by Simon Thompson to discuss the performance of Simon's Bargain Shares 2019 portfolio and what next for Burford and 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. S...

On this week's show deputy personal finance editor Dave Baxter explains why investors are piling into bond funds again and profiles a type of bond fund they are particularly keen on. Paul Syms, head of EMEA ETF fixed income product management at Invesco, makes the case for having exposure to this asset class at the moment – despite some risks – and accessing bonds via passive funds. &nbs...

On this week's IC Companies and Markets Show editor John Hughman talks to Phil Oakley and Michael Taylor about the bear attack on Burford Capital, gold's big bounce, and why a punt on Boohoo might buck the retail trend 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...

As global energy markets move towards lower-carbon sources, oil- and coal-exposed equities could lose their value. We spoke to Legal & General Investment Management's head of commodity research, Nick Stansbury, to get a clearer picture on this major shift.  Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities....

On this week's IC Companies and Markets Show editor John Hughman talks to contributor Michael Taylor about life as a full-time trader and what lessons long-term investors can learn from the techniques he employs. 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 Ti...

Extreme weather means John Hughman and Phil Oakley head to an Essex pub to record this week's IC Companies and Markets Show. We discuss yet another profit warning from Aston Martin, danger signs at Ted Baker, and why retailers like B&M and Amazon are bucking the trend. Plus an interesting value play in the energy sector. Investors' Chronicle has supported private investors in the UK for over 1...

Lauren Peters, chartered financial planner at Fiducia Wealth, explains how to help your children manage their student debt and sets out some tax efficient ways to pass wealth to your children. Zayani Bhatt, meanwhile, explains why equity investors cannot ignore the US despite high valuations.   Investors' Chronicle has supported private investors in the UK for over 160 years by highlight...

On this week's show Tom Buffham, senior investment analyst at Octopus Investments, explains how emerging markets bonds can generate an attractive income and diversify portfolios. 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. S...

Digital editor Graeme Davies, specialist writer Phil Oakley and stock screens specialist Algy Hall discusses profit warnings, safe yields, AG Barr, Britvic and Fevertree and much 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 a...

Emerging markets are typically associated with the potential for strong growth. But Omar Negyal, co-manager of  JPMorgan Global Emerging Markets Income Trust (JEMI), explains why emerging markets can also be a good source of dividends, and which areas and sectors offer particularly good opportunities. He also explains how he selects income stocks, and highlights some of the hol...

Joe Bauernfreund, manager of AVI Global Trust, explains how to spot a good investment opportunity at a discount and says why he thinks value investing is worth the wait. Zayani Bhatt explains why another fund manager argues that even if there is a hard Brexit a lot of new opportunities will arise, and profiles one of his picks. Investors' Chronicle has supported private investors in the UK fo...

On this week's show digital editor Graeme Davies talks to Alex Janiaud and Harriet Clarfelt about our Income Majors special issue while Simon Thompson discusses how his 2019 Bargain Shares portfolio is performing with a focus on two investment companies. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors'...

Andrew Lebus, lead manager of Pantheon International, a private equity investment trust, explains where you can find the best returns away from public markets and what you need to assess to find them. Personal finance writer Zayani Bhatt, meanwhile, explains the different ways in which young investors can start to build up retirement savings. Investors' Chronicle has supported private investo...

Digital editor Graeme Davies in discussion with James Norrington and Alex Newman on the latest problems for Funding Circle, Jupiter's fund manager departure and the massive opportunities in the fin tech space both now and in the future. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a ser...

Hugo Ure, manager of  Troy Income & Growth Trust  (TIGT) and  Troy Trojan Income Fund , explains how he manages to achieve a steady income and less volatile returns than many other UK equity income funds. 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...

On this week's show, Paul Major, co-manager of BB Healthcare Trust, explains how this fund is able to pay attractive dividends while investing in a growth area. He also profiles some of the healthcare sub sectors and companies which offer the best opportunities. Personal finance writer Zayani Bhatt, meanwhile, looks at a fund which provides a steady income, good total returns and portfolio di...

The latest in the Woodford saga, how Trump's tariff war is starting to bite UK tech, BAE's Saudi sales threat, the opportunities in streaming and more as digital editor Graeme Davies discusses this week's issue with Alex Janiaud and Tom Dines. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle i...

On this week's show Adrian Lowcock, head of personal investing at Willis Owen, explains why the level of illiquid investments in LF Woodford Equity Income Fund was of concern, and when this could be a problem for other funds. Phil Kent, lead adviser to GCP Infrastructure Investments, sets out the arguments for investing in infrastructure debt and says where he is finding the best opportunities in...

On this week's Companies & Markets Show editor John Hughman and Phil Oakley discuss what to do when it seems as though There Is No Alternative but to buy overpriced assets. 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...