Investors' Chronicle

Ben-Seager-Scott, head of multi-aset funds at Tilney Group, joins the IC team to discuss the benefits and risks of ETFs, the roles they can play in a portfolio and which assets are best accessed via ETFs. They also profile two ETFs in the recently updated IC Top 50 ETFs list and look at an active fund which offers an attractive income and diversification. Investors' Chronicle has supported private...

On this week's Companies & Markets Show editor John Hughman talks to Phil Oakley about a trio of interesting property plays and why investors should be on the hunt for unglamorous 'chuggers', such as Hollywood Bowl. 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 Finan...

On this week's Companies and Markets Show editor John Hughman talks to Phil Oakley about why the FTSE 100 is failing investors, why M&S may never regain its spark, and why the food industry may be facing lean times (and a couple of Phil's favourite shares to offset the gloom).  Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding inve...

In this week's Personal Finance Show, the team are joined by Huw Evans, chairman of the BH Macro investment trust (BHMG), to discuss how hedge funds can fit into private investor portfolios, what's changing in the notoriously expensive sector, and what kind of performance investors can expect when markets get volatile. Plus the latest changes to the Association of Investment Companies se...

On this week's Companies and Markets Show editor John Hughman talks to Algy Hall about why a fantasy gaming company has proved such a lucrative investment, and why chasing tech unicorns might prove a fantasy too far. 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 Financia...

In this week's show Carl Harald Janson, manager of International Biotechnology Trust, sets out the arguments for investing in biotech companies and says which areas of this sector offer particularly good opportunities. He also explains how the trust gets exposure to unquoted companies and is able to pay attractive dividends. And personal finance writer Zayani Bhatt explains why you need to diversi...

On this week's IC Companies and Markets Show editor John Hughman talks to Phil Oakley about this week's big market news, including why Purplebricks' disruptive idea to revolutionise estate agency is proving a damp squib for investors. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a servi...

Technology businesses are at the heart of the UK economy and are playing an important role in driving growth across the country, from financial services and high-value manufacturing to retail and agriculture. According to digital secretary Jeremy Wright, the UK is “Europe’s undisputed tech hub”. There was a slowdown in growth at the end of 2019 due to political uncertainty but Bernard Brown, the v...

In this week's show David Smith, manager of Henderson High Income Trust, explains how investing in both bonds and equities helps its returns and where the best opportunities UK equity income opportunities are. Zayani Bhatt, meanwhile, sets out some ways to save for your children and grandchildren.  Investors' Chronicle has supported private investors in the UK for over 160 years by highlighti...

Uncertainty over the future of the country led to a 13.6% fall in the FTSE All-Share Financial index last year, underperforming both the FTSE All-Share and MSCI World, which lost 9.5% and 3% respectively. We have seen strength come back into bank shares since the start of the year, and a number of the key metrics have improved, including the Returns on Capital, the Net Interest Margins, the level...

On this week's show Iain Niblock, chief executive officer of Orca Money, explains what peer-to-peer lending is, and what risks and returns investors can expect. Deputy personal finance editor Taha Lokhandwala updates on Jupiter Asian Income Fund's performance and asset allocation, and profiles some stocks which are helping it deliver an attractive yield and return. Investors' Chronicle has support...

On this week's Companies and Markets Show editor John Hughman talks with Harriet Clarfelt about the early signs from the US technology reporting season, and whether regulation and competition could see the FAANGs lose their bite. 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 FTSE 250 has experienced gains so far in 2019, but prior to that it endured a tough 2018. Investors still appear to be cautious about the outlook for the FTSE 250, since the majority of its income is generated from within the UK. This means that it is more exposed to the UK economy than the FTSE 100, and may have greater risk attached to it depending on how the Brexit process turns out. For ex...

In this week's IC Companies and Markets Show editor John Hughman talks to engineering correspondent Alex Janiaud about the possible effects of Boeing's recent problems on the UK aero industry supply chain, and catches up with Phil Oakley about the companies that have caught his eye this week, including JD Sports and Galliford Try. Investors' Chronicle has supported private investors in the UK for...

In this week's show Chris Ralph, chief investment officer at St James's Place, considers whether Asian equities are on good valuations and what areas of this region offer the best opportunities. Deputy personal finance editor Taha Lokhandwala looks at why investors have been piling into passive bond funds, and they discuss the merits of passive funds at this point in the market cycle. Persona...

Many funds put their assets directly into securities like shares or bonds, but some invest in other funds, such as  Miton Global Opportunities  (MIGO). The trust's managers, Nick Greenwood and Charlotte Cuthbertson, explain how to put together a portfolio of investment trusts and how they find the best opportunities. They also profile some recent additions they made t...

The cannabis sector is a nascent industry, where changes are happening quickly around regulations, laws, medical and production innovation. Some forecasts suggest that the world is witnessing the birth of an industry which could be worth from $500bn to $1tn. As of the beginning of 2018, there were already a dozen cannabis companies with a stock market value of more than $1bn and London-based firm...

In this week's show Taha Lokhandwala explains what you should consider when a manager leaves a fund and profiles a recent departure that could be a problem for investors. He also looks at how Jupiter India Fund has been performing and why its manager thinks this month's election isn't a key concern. And Toby Vaughan, chief investment officer at Brown Shipley, considers the case for Asian equities,...

On this week's Companies & Markets Show editor John Hughman is joined by Harriet Russell, who's signing off after five and a half eventful years covering pharma and retail with a week of big stories from both sectors – including good news for GSK and Tesco, and predictably bad news for Indivior and Debenhams. Investors' Chronicle has supported private investors in the UK for over 160 years by...

On this week's show Jason Hollands, managing director at Tilney, considers whether you should consider to invest in LF Woodford Equity Income Fund following a period of underperformance. Taha Lokhandwala looks at who will replace Alex Darwall as manager of Jupiter European Fund. And Jason sets out some strategies for getting the most out of your Isa.  Investors' Chronicle has supported privat...

John Hughman and Phil Oakley discuss the mixed fortunes of five companies in the travel industry. 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 information.

Mobius Capital Partners' Carlos von Hardenberg and Taha Lokhandwala discuss the the pros and cons of emerging market equity investing, why the trust is shifting down the market cap scale to focus on smaller companies, and whether 'friendly' shareholder activism can produce superior returns. They also tackle topics such as how much macro economics determines which emerging markets perform...

In this week's show Rory McPherson, head of investment strategy at  Psigma Investment Management, joins the IC team to discuss the merits of bond exchange traded funds (ETFs), recent movements in government bonds and the likelihood of a US recession. Deputy personal finance editor Taha Lokhandwala considers the effect of a manager departure at Newton Real Return fund, and Rory highl...

Editor John Hughman talks to Phil Oakley about why the high margin businesses so prized by investors could be storing up trouble. 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 information.

Ruffer Investment Company (RICA) aims to preserve wealth and tries not to lose money over any 12 month period - rather than beat an index. Duncan MacInnes, co-manager of the investment trust, explains how they seek to mitigate downside and how they are protecting against the downside risks they are most concerned about at the moment. He also explains why in 2018...