Investors' Chronicle

On this week's IC Companies and Markets Show editor John Hughman talks to Megan Boxall and new recruit Phil Oakley about why we need to be careful of falling for investment narratives, while Alex Newman explains why he thinks there's hidden value in some unloved mining shares. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investmen...

When it listed in London in March, Energean Oil & Gas (ENOG) became the sector's largest IPO in nearly four years. So why were investors will to part with $460m in fresh equity after so long on the sidelines? For this episode of the Extraction Podcast, Alex Newman speaks with Energean chief executive Mathios Rigas about the company's plans, the future of Israeli gas, and doing business in the...

Hannah Goldsmith, founder of independent financial adviser Goldsmith Financial Solutions, explains why trying to time the market is a bad idea. Personal finance writer Emma Agyemang profiles an absolute return fund that has delivered on its aims and Hannah outlines some ways to mitigate downside in your portfolio. Investors' Chronicle has supported private investors in the UK for over 160 years by...

Mark Robinson is joined by Simon Thompson to discuss prospects for the small-cap space as US equity markets prepare to celebrate an unprecedented 10-year bull run. Mark’s also joined by the IC’s Harriet Clarfelt, who gives a rundown on some of this week’s tip updates. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunitie...

Many successful businesses with global earnings are listed on markets in continental Europe, some of which are exposed to faster-growing regions of the world. So not surprisingly European stock markets can deliver very good returns, which has been of benefit to funds which invest them such as Henderson Eurotrust, which is run by our guest Tim Stevenson. However, the European economic situation has...

You don’t survive 200 years against a perpetually evolving industrial landscape by accident. This week the IC is speaking to Anna Manz, chief financial officer of Johnson Matthey, to find out what lessons we can take away from one of the UK’s most venerable corporate entities. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opp...

In this week's Personal Finance Show the team is joined by Morningstar's chief investment officer Dan Kemp to discuss investment news – namely UK inflation and how to beat it, what investors should be thinking about when it comes to the Turkish Lira crisis, the latest developments in Peer to Peer lending and income investing. Investors' Chronicle has supported private investors in the UK for...

On this week's IC Companies and Markets show editor John Hughman talks to Harriet Russell about how social media - and Mike Ashley - is transforming retail, while Alex Newman explains why gold is in the doldrums and what that means for miners   Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors'...

On this week's show Ryan Hughes, head of active portfolios at AJ Bell, tells Emma Agyemang why the dollar has strengthened so dramatically this year and how to take advantage of it. Taha Lokhandwala looks at the different ways you can use Aim shares to cut inheritance tax for your heirs.  The team also discusses the launch of an investment trust by veteran emerging markets investor Mark Mobiu...

Private equity may conjure images of the super rich, but it is more accessible than many realise. In the latest Companies & Markets Show, Megan Boxall talks to Emma Powell about why private equity shouldn’t be ignored. Also, big banks, estate agents and interest rates.  Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment o...

A strong run for the US equity market has led some investors to focus on what they consider to be cheaper markets. But James Thomson is sticking with the US, where more than half of  Rathbone Global Opportunities Fund's  (GB00B7FQLN12) assets are invested. He explains why this global fund has such a high allocation to this market, which kinds of US company h...

On this week's show Rory McPherson, head of strategy at Psigma Investment Management, explains why it could be useful to have an allocation to commodities in your portfolio. Taha Lokhandwala profiles a fund which has made triple digit returns by investing in deep value stocks, and explains how to get the best rates on cash. Investors' Chronicle has supported private investors in the UK for over 16...

This week, IC editor John Hughman talks to Megan Boxall about uncertain tech giants and aged media empires, and to Alex Newman about uncertain oil giants and aged populations. 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/...

In the latest episode of Boardroom Talk, Harriet Clarfelt talks to Stephen O'Hara, founder and chief executive of OptiBiotix. The group has enjoyed decent share price growth in recent months thanks to excitement surrounding microbiome modulation - where OptiBiotix is among the UK's most innovative researchers. But Harriet questions whether that is sustainable in the absence of any sales forecasts...

Robotic profits and UK income value In this week's show Tom Riley, manager of AXA WF Framlington Robotech Fund, explains the potential is for robotech technologies and what companies this fund invests in to get exposure to them. Deputy personal finance editor profiles a new fund that will focus on UK value income opportunities and highlights some of the findings of an FCA investigation into invest...

On this week's companies and markets show IC editor John Hughman talks to Megan Boxall and Julia Faurschau about the pick of this week's news and results, including why Ryanair is struggling with rising tensions in the airline industry, what we like about strategic shifts at GSK and ITV, and why the party for Fevertree shareholders could run on and on.  Investors' Chronicle has supported...

Within the past five years, Japan's corporate culture has undergone a seismic change. The government has implemented a new code of conduct for businesses forcing them to be more focused on shareholder returns. Naturally, equity investors in Japan have been buoyed by such a change. Nicholas Weindling, manager of the JPMorgan Japanese Investment Trust (JFJ), joins us to discuss how equity investing...

In this latest episode of Boardroom Talk, Jonas Crosland is joined by the founder of Reditum Capital, Mark Stephen, to discuss the housing market, inflation and margins and their impact on the real estate market.  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...

Nick Barker, director of GCP Student Living, tells personal finance writer Emma Agyemang what's driving opportunities in the student accommodation market. Taha Lokhandwala, deputy personal finance editor, looks at why British Empire Trust (BTEM) are planning to launch a Japan equity investment trust. And he also investigates whether funds that invest according to environmental, soci...

IC editor John Hughman talks to Julia Faurschau about why we still think the Royal Mail shares won't deliver, and Jonas Crosland explains why it pays to be picky in the housebuilding sector. 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....

In this special podcast, Harriet Russell and Megan Boxall went to Wembley Stadium to interview investors in retail giant Marks & Spencer. The Annual General Meeting has historically been an opportunity for shareholders to vent their frustration at the group’s management, but investors seemed largely satisfied with the work of Archie Norman and Steve Rowe. It’s early days though.  Investor...

The saga engulfing the Invesco Perpetual Enhanced Income (IPE) investment trust came to an end last month following on from a dispute between the investment manager, Invesco Perpetual, and the board. Peter Hewitt, shareholder and manager of the F&C Managed Portfolio Trust range, and Emma Agyemang, personal finance writer at Investors Chronicle, talk through the episode, the final resolution, a...

IC editor John Hughman talks to Emma Powell and Julia Faurschou about banks and tobacco, two of the biggest components of this year's Income Majors feature. 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 f...

Main market-listed Berkeley Energia (BKY) is building a uranium mine in Western Spain. Permits and funding have been secured, and many market watchers believing prices can only go up. But not everyone is happy with the development. For this episode of the IC's Extraction Podcast, resources writer Alex Newman talks to Berkeley CEO Paul Atherley about the group's aversion to debt, the uranium m...

In this week's show Emma Agyemang explains why it is important to take the correct amount of risk and how to work out what level is appropriate for you. Tamsin Hazell, chartered financial planner at Succession Wealth, sets out the steps you need to take for retirement planning in your 50s. And Emma looks at what funds Schroder UK Growth Fund's former manager will take on next. Investors' Chronicle...