Investors' Chronicle

From a disappointing run with Treatt (TET) to his belief Goodwin’s (GDWN) is Britain’s most exciting engineering company outside of Rolls Royce (RR.) , and STV’s (STV) profit warning to a floor coverings business benefitting from expanding infrastructure projects; this episode covers considerable ground for all DIY investors.  It concludes with reader questions, and listeners get to hear Lord...

M&S’s (MKS) results kick off this week’s podcast. The beloved British retailer is delivering decent performance, but the April cyber attack has left some scars. Mark Robinson explains all investors need to know. Next, this week’s Big Read is on quantum stocks . Author James Norrington runs through the recent developments in the sector, the consequences on wider markets, the benefits to AI and...

Hugh Moorhead takes stock of the UK banking sector , examining how provisions for motor finance, along with exposure to private credit, are shaping the outlook, and how regulatory changes have helped the key players. Erin Withey joins and turns attention to the first of two companies from our Aim 100 Special Report , Kitwave (KITW) . The UK food wholesaler is navigating the next phase of its growt...

Women and Wealth returns, this month looking at the psychology of better investing with Dr Ylva Baeckström. Understanding behavioural finance is crucial, as emotions can influence investment decisions and in this discussion between Investors' Chronicle's Val Cipriani and Madi Apthorpe, we find out the psychological barriers women face and the risks of market downturns. Madi and Val discuss active...

Gold’s recent super rally has left investors wondering what’s coming next. Alex Hamer breaks down what is driving the surge, and the recent sell-off, whether volatility is now the norm, and what analysts’ outlook is for the yellow metal.  It’s then on to the credit scoring business Experian (EXPN) . The US credit scoring market has come under scrutiny recently, and Valeria Martinez unpacks ho...

The FCA’s long-awaited motor finance redress scheme landed with a lower overall compensation figure than expected. Mark Robinson explores how Lloyds (LLOY) and Close Brothers (CBG) have responded, why both plan to challenge the proposals, and whether the scheme risks turning into another PPI-style saga . Our Big Read is next. The future of cities is shifting as travel and office attendance continu...

RIT Capital Partners is one of the UK’s largest investment trusts with over £4bn in assets under management. Maggie Fanari joined its investment manager, J. Rothschild Capital Management, as CEO in 2024. Her goal is to compound growth for investors without the risk that equity markets carry.  In the episode, Dan Jones and Fanari discuss the structure of the trust, which is split between priva...

British business Volution (FAN) provides ventilation and air systems, and its shares have increased by a fifth thanks to the acquisition of an Australian business Fantech. Michael Fahy unpacks how investors reacted to the latest results, what is driving demand, and its broad geographical spread.  The CMA investigation into the veterinary market is still ongoing, and CVS (CVS) has paused its U...

This week, the American FDA announced it’s set to review a new breast cancer drug, Enhertu, developed by AstraZeneca (AZN) and its Japanese partner, Daiichi Sankyo. Julian Hofmann and Dan Jones unpack what this did to Astra’s shares, the wider issues facing pharmaceutical companies, plus an update on GSK’s (GSK) newest CEO. Next, our Big Read on the ways to effectively pass on your wealth . In the...

We begin with Trustpilot’s (TRST) results. Mark Robinson and Dan delve into what has gone right and wrong for the company, its durability in an age of AI, and our take on its use of buybacks. Alex Hamer then covers the North Sea Energy Profits Levy. From the effect current policies are having on production to the companies that see opportunity in the region, Alex covers all that investors need to...

Reuniting after the summer, Lord Lee and Alex Newman sit down in the M&G offices with Andrea Rossi, CEO since 2022.  In the episode, the trio unpack what drew Rossi to take on the role, the challenges of balancing £350bn of assets, and how the affiliate deal with the Japanese life insurer Dai Ichi could transform the company, and more.  Alex and Lord Lee wrap up in usual fashion with...

We start with last week’s Big Read, our annual Top 50 Funds . Dave Baxter shares his thoughts on compiling the list, its structure and the changes made to this year's edition.  GSK (GSK) , a company featured in our latest Special Report this week , Income Majors, is next. Its dividend level is not as high as it has been, but it is expected to tick up. Julian Hofmann unpacks its valuation, the...

We begin with the £42bn mega-merger between Anglo American and Teck Resources . Commodities expert Alex Hamer lays out what the deal is, the strengths Anglo will gain from it, and its investment case moving forward.  It’s then on to Aim-traded Property Franchise Group with Mark Robinson. The recent results show momentum is strong, with many of its divisions performing well. Mark and Dan take...

We start with this week’s Big Read by Chris Akers on Europe’s stand-out stocks, which have been beating their US counterparts. Chris lays out the background for the piece, the positives and the negatives on the continent, and highlights the sectors and countries investors may be particularly interested in. Next up, investment clubs. Many of our listeners will be well-versed on the topic, but for t...

We start with commodities expert Alex Hamer, the author of this week’s Big Read on nuclear power. Tech giants' need for the contentious energy source has revived plants around the globe. Alex unpacks what this means for the industry so far, and the prospects for the uranium market and small modular reactors (SMRs).  Next up, the world’s most valuable company, Nvidia (NVDA) . New York-based re...

We begin with Mark Robinson talking PensionBee’s (PBEE) results. The company’s marketing push in the US was a key theme in its latest update, a region where it sees a big opportunity. Mark and Dan discuss how both its US and UK arms are faring, as well as its valuation case. Next up, Holly McKechnie discusses our latest Big Read on beating the trap of leasehold properties. Holly and Dan unpack eve...

We begin with Hugh Moorhead and recent results from Savills (SVS) , which were in line with expectations. Hugh and Dan unpack what divisions brought in the highest profits, a breakdown of a handful of global performances, and what the business’s valuation appears to be. Next up James Norrington joins to unpack our latest Big Read on sum-of-the-parts valuations. James explains the thinking behind t...

This week on the show, Mark Robinson and Julian Hofmann discuss interim figures from asset manager Jupiter, and ask whether the company – and the wider sector – is truly on the road to recovery.  Our big read of the week looks at six different ways of pension planning. Personal finance editor Val Cipriani analyses the all-important topic of how to make your money last in your retirement. Fina...

This week, Centrica (CNA) announced it had acquired 15 per cent of the East Suffolk Sizewell C nuclear plant. Commodities expert Alex Hamer looks into the deal and how it will affect taxpayers and shareholders, alongside Centrica’s latest results. Next, Mike Fahy covers our Big Read on global hidden gem companies. Dan and Mike unpack some of the stocks included and why we chose them, and the ways...

After a two-month hiatus, Alex and Lord Lee reunite in the Financial Times studio to cover the latest updates on ten stocks from Lord Lee’s portfolio and questions sent in by listeners. From his thoughts on his biggest holding M&G (MNG) to Cerillion (CER) CEO Louis Hall’s decision to sell a chunk of his holding, Lord Lee shares his invaluable knowledge acquired through his half-century career...

We begin with Alex Newman, who covers the recent results from an early-stage solid state battery technology company Ilika (IKA) . It focuses on batteries for the ‘internet of things’, metech and EVs, and shares have run up recently. Alex reveals what there is for investors to get excited about and what to be wary of. We move on to last week’s annual Top 50 ETFs special report. Dave Baxter has refr...

In recent memory, the story of Waspi women has brought into sharp focus the issues surrounding women and their pensions . With many women spending some time out of full-time employment for a variety of reasons, but most notably due to childcare, pensions contributions are often neglected but vitally important to financial security in later life. In this episode of Women and Wealth, the video podca...

Jet2 (JET2) may be on some listeners' minds thanks to a recent TikTok soundbite that has gone viral, but how are its figures faring? Michael Fahy joins Dan Jones to discuss the travel company’s latest results, the demand outlook and how it fares against competitors. Next is Optima Health (OPT) . After spinning out from Marlowe (MRL) last year, the occupational health company has pursued a buy-and-...

In this episode of Women and Wealth, the video podcast series from Investors' Chronicle, Madelaine Apthorpe and Val Cipriani look at how motherhood and childcare affects a woman's personal finances. Listen or watch to find out what you can do to reduce the impact on your money, and smart things to do to get yourself in the best possible shape, before or after you have had children. Val, Investors'...

We begin with well-loved pastry seller Greggs (GRG) , which suffered a downturn in sales per its latest trading update. Julian Hofmann explains the reasons for this, from heatwaves to competition from supermarkets, and what investors should make of it. It’s then on to our Big Read on undervalued UK tech stars. Many of our home-grown companies have a lot to offer, but investors favour the US big na...