A(z) Investors Chronicle csatorna legjobb podcastjai (2023)

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Investors' Chronicle

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The Companies and Markets Show: Melrose, Dowlais and the cost of capital 33:01

6d ago33:01

33:01

Our company experts Michael Fahy and Julian Hofmann begin by sharing their thoughts on recent results from Melrose and Dowlais. What effect has the RTX engine recall had on Melrose? And should Dowlais be concerned about the possibility of strikes in the US? Next up is our latest cover feature on the cost of capital, by James Norrington. He gives an…

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Investors' Chronicle

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The Companies and Markets Show: Housebuilders, the UK economy and Oxford Nanopore 34:48

13d ago34:48

34:48

This week’s episode begins with a discussion of housebuilder Barratt Developments’ results. What makes Barratt different from other housebuilders? And what can it tell us about the housing market as a whole? Next on the roster is a dive into UK economics. The ONS has released the latest GDP figures, but what can they tell us about the country’s pos…

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Investors' Chronicle

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IC Interviews: Alliance Trust fund selector Craig Baker 43:15

16d ago43:15

43:15

In this episode of IC Interviews, Dave Baxter hosts Craig Baker. As the global chief investment officer of Willis Towers Watson, the firm that chairs the investment committee of Alliance Trust, Craig is closely involved in the company’s investment philosophy and process. The pair discuss the importance of spotting style drift in funds, the developm…

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Investors' Chronicle

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The Companies and Markets Show: Prudential’s plan, the German economy and 50 top funds 31:27

20d ago31:27

31:27

This week’s episode begins with a discussion on insurance company Prudential’s results. Is its new growth plan too ambitious? And what are the headwinds it faces given the current issues in China? Next up, it’s on to Germany, a country going through its second period of stagnation in two decades. Is Germany now the sick man of Europe (again)? And i…

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Investors' Chronicle

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The Companies and Markets Show: Arm, M&S, China and BHP 37:46

27d ago37:46

37:46

This week’s episode covers a lot of ground, from smartphone chip designer Arm, to China’s current economic state, to resurgent retailer M&S. We begin with Arthur Sants on chip maker Arm's mooted $60bn valuation. Is this realistic, given where its rivals are trading? Next up is Ali Al Enazi on his latest piece about China’s fall into deflation. What…

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Investors' Chronicle

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IC Interviews: Fund manager Katie Potts 42:40

1M ago42:40

42:40

In the latest IC Interviews, Dan Jones welcomes Katie Potts, lead fund manager for tech- and small cap-focused Herald Investment Trust. In this episode, Potts talks about how she values technology stocks, her take on the topic of the moment, AI, and her view on distinctly British attitudes to the state of the stock market. The pair go on to discuss…

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Investors' Chronicle

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The Companies and Markets Show: Insurers, weight-loss drugs and survivor shares 36:51

1M ago36:51

36:51

This episode of The Companies and Markets Show begins with a dive into this week’s results from big players in the insurance industry, Aviva and Legal & General. Our deputy companies editor, Julian Hofmann, explains the market reaction to the businesses’ figures and highlights areas where they may be limited. Alex Newman joins to discuss what stand…

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Investors' Chronicle

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The Companies and Markets Show: TI Fluid Systems, the great income reset and small portfolios 31:17

1M ago31:17

31:17

On today’s episode, we start with a look at the latest interim figures from auto parts maker TI Fluid Systems. Next up is this week's cover story: How to be an income investor in a world of higher yields. Dave Baxter talks about what higher bond yields will mean for portfolios. Lastly, Val Cipriani talks about the dos and dont's of managing a small…

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Investors' Chronicle

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The Companies and Markets show: HSBC, AI, and UK small caps 30:22

2M ago30:22

30:22

On this week's episode, HSBC is first up on the docket. Julian Hofmann and Mark Robinson are on hand to make sense of their results. Next up is a discussion of who will benefit most from the artificial intelligence (AI) boom. James Norrington is the writer of our long read on that topic this week and joins us in the studio to discuss areas of the A…

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Investors' Chronicle

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The Companies and Markets show: Centrica, luxury goods, SJP and GSK 41:11

2M ago41:11

41:11

Following on from the mass of FTSE 100 results released this week, today’s episode focuses on large caps. The team begins by discussing results from gas provider Centrica. Given the elevated first half profits, is there a sensitive political situation on the horizon? And what is the current valuation case for a business like this? Next up is our co…

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Investors' Chronicle

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The Companies and Markets show: Brickability, stars of the FTSE and ME Group 34:53

2M ago34:53

34:53

On today’s episode, our team begins with a discussion about Brickability’s results. What is the company’s position in the market and how well prepared is it to weather a housing downturn? Next up is this week’s cover story on the hidden stars of the FTSE 100, which explores businesses that have unusual growth stories. In this segment, Alex Newman r…

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Investors' Chronicle

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The Companies and Markets show: Begbies Traynor, the North Sea and pensions 38:15

2M ago38:15

38:15

On today’s episode of The Companies and Markets show, we discuss management consultancy Begbies Traynor’s latest results. What do they tell us about the UK economy? Next up is our latest cover feature on the North Sea. More than 170 years since its resources were first tapped, the North Sea is still seen as ‘the jewel in the crown’ of the UK’s ener…

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Investors' Chronicle

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The Companies and Markets show: De La Rue, Top 50 ETFs and savings rates 30:46

3M ago30:46

30:46

On this week’s episode, Dan Jones and co discuss the big topics from the world of finance and investing. First up is currency-printing company De La Rue's results. Can the company survive in an increasingly cashless society? And could it manage growth outside of a recession, or within it? Next is our latest cover feature: The IC Top 50 ETFs. Dave B…

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Investors' Chronicle

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The Companies and Markets show: Corporate responsibility, Wise and the ‘attention economy’ 17:37

3M ago17:37

17:37

Companies editor Mark Robinson fills in for Dan Jones this week and is joined by IC journalists Julian Hofmann and Jemma Slingo. First up is a brief dive into how refinancing obligations threaten corporate financial stability. Could we see the same type of contagion in the financial system that we saw in 2008? Next up is the result of the week, mon…

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Investors' Chronicle

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The Companies and Markets show: Halfords, Halma and Meta 32:33

3M ago32:33

32:33

Halford’s results are first on the agenda. Since the pandemic, the motoring and cycling brand has been on somewhat of a rollercoaster, but does its rosy past few months suggest it will fare well in the future? Next up is this week’s cover story, US tech giant Meta. What type of growth can we expect from the company in the future? And can its recent…

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Investors' Chronicle

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IC Interviews: Lord Lee 43:58

3M ago43:58

43:58

Lord John Lee is an active private investor, a member of the House of Lords and became the UK’s first Isa millionaire in 2003. He has written two books on investment - “How to Make a Million” and “Yummi Yoghurt - A First Taste of Stock Market Investment”, as well as hundreds of articles for FT Money. In this episode, he and Dan Jones discuss his sm…

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Investors' Chronicle

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The Companies and Markets show: Housebuilders, small caps and passive funds 31:22

3M ago31:22

31:22

Dan Jones is joined by Mitchell Labiak to discuss housebuilder Crest Nicholson’s results – how has the business been coping since the mini-Budget? It’s then on to its competitor Bellway. What approach is it taking that makes it different from Crest Nicholson? Next up, Julian Hofmann talks small-cap financial services companies, with a particular fo…

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Investors' Chronicle

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Partner Content: A Value View Podcast – Building the case for building 10:28

3M ago10:28

10:28

The housing market has long been seen as a key bellwether of the overall state of UK market. But the recent squeeze on the cost of living – namely, rising prices which have in turn driven interest rates higher – has been keenly felt in that sector. In this podcast episode, we debate the fortunes of the UK’s housebuilders as well as looking at what …

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Investors' Chronicle

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The Companies and Markets show: DiscoverIE, interest rates and a big London listing 31:53

3M ago31:53

31:53

On this week's episode of the companies and markets show, DiscoverIE is our result of the week. Mark Robinson is on hand as usual to break them down for us. Next up is IC economist Hermione Taylor, discussing what the 'new normal' is for interest rates. And finally, Alex Hamer joins the show to talk through a new listing in the UK market: WE Soda. …

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Investors' Chronicle

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The Companies and Markets show: Renewi, EVs and Nvidia 36:43

4M ago36:43

36:43

We start with waste management company Renewi, which released full-year results last week. After another tough year as recyclate prices fall, our team discusses its status in the renewables market. It’s then on to our latest cover feature, on the best way to profit from the electric vehicle transition. Who are the beneficiaries of this expanding in…

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Investors' Chronicle

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The Companies and Markets show: US debt, M&S results and a pensions special 21:32

4M ago21:32

21:32

On this week's episode of the Companies and Markets Show, Deputy Companies Editor Julian Hofmann takes on the role of host in lieu of Dan Jones. Julian and co cover topics ranging from the US debt ceiling and M&S’s results, to all things self-invested personal pensions (Sipps). Will the US default on its debt for the first time in its history, or w…

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Investors' Chronicle

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The Companies and Markets show: British Land, luxury shares and outer space 31:47

4M ago31:47

31:47

In the latest episode of the Companies and Markets show, our team delve into the British Land results. What do they tell us and is there a valuation risk here? It’s then on to this week’s cover feature, on the ‘space economy’. The team discuss investment opportunities for UK investors wanting to get a piece of the action. LVMH’s decision to not spl…

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Investors' Chronicle

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The Companies and Markets show: Banks, the American dream and Wetherspoons 25:13

4M ago25:13

25:13

The episode begins with an examination of the recent fall in Virgin Money’s profits. What drove it and what lies ahead for the bank? The team then go on to this week’s cover story on British stocks moving listings to the US. How big of a trend is it? And are companies right to see the US as the magical solution to boost their valuations? Finally, a…

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Investors' Chronicle

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The Companies and Markets show: Manufacturers, AGMs and the energy transition 30:52

5M ago30:52

30:52

In this week’s Companies and Markets show, the panel discuss specialist manufacturer Morgan Advanced Materials' results and digs into what drove revenues in 2022. The team then talk annual general meetings and unpick the obstacles that have arisen since conferences began to move online. Lastly is our latest cover story on the energy transition, dis…

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Investors' Chronicle

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The Companies and Markets show: AI prospects, AB Dynamics and an LSE update 34:16

5M ago34:16

34:16

In today’s episode, the IC cohort talk tech, from Meta and Alphabet’s results to Microsoft’s run in with the CMA. It’s then on to AB Dynamics and their product development progress that could alter heavy vehicle transit. And last but not least, the latest figures from the London Stock Exchange are discussed. Dan Jones is joined by Arthur Sants, Mic…

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Investors' Chronicle

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The Companies and Markets show: WH Smith, investment trusts and beating the market 40:53

5M ago40:53

40:53

In this week’s episode of the Companies and Markets Show, the team discusses WH Smith’s international expansion. Will it prove a wise move for growth? Discount widening across the investment trust sector follows, and the panel is then joined by ex-IC ideas editor, Algy Hall, who discusses all things stock screens and his newest book Four Ways to Be…

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Investors' Chronicle

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The Companies and Markets show: Tesco, 'greedflation' and the next big market story 35:52

5M ago35:52

35:52

On this episode of the Companies and Markets show, Dan Jones is joined by Christopher Akers to review our result of the week: Tesco. Following in the retail vein, PZ Cussons is next under the microscope, with the manufacturer noting some margin pressures in Thursday's trading update. Finally, crystal balls out, it's our discussion of what the next …

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Investors' Chronicle

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The Companies and Markets show: Hilton Food, Dignity and an array of M&A 34:09

6M ago34:09

34:09

In this week’s episode of the Companies and Markets show, Dan Jones opens with a conversation with Mark Robinson on the meat-packing and seafood business Hilton Food Group. Then Jemma Slingo talks funeral provider Dignity, which despite a deal on the table is struggling with competition, debt and staff shortages. Lastly, the discussion moves on to …

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Investors' Chronicle

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The Companies and Markets show: The dollar's demise and saving the City 32:10

6M ago32:10

32:10

On this week's episode, our result of the week is the British engineering business Smiths. Mark Robinson takes us through its latest results. And before leaving companies news, Christopher Akers is on hand to discuss Irn Bru maker AG Barr. Next up is IC economist Hermione Taylor on whether the hegemony of the dollar could come to an end. Could it b…

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Investors' Chronicle

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The Companies and Markets show: Rentokil & Credit Suisse 36:55

6M ago36:55

36:55

On this week's episode of the Companies and Markets podcast, pest control company Rentokil is our result of the week, its strong recent performance landing it on Alex Newman's stock screen radar. Next up is the continued turmoil in the banking sector, with Credit Suisse under the microscope after its emergency rescue by UBS. And it's not the only b…

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Investors' Chronicle

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IC Interviews: Joel Greenblatt 41:00

6M ago41:00

41:00

Joel Greenblatt is managing director and co-chief investment officer at Gotham Asset Management, having co-founded Gotham in 1985. His written work includes the famous tome The Little Book That Beats the Market, published in 2005, which set out his ‘magic formula’ for private investors. In this interview, he speaks to Dan Jones about the relative c…

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Investors' Chronicle

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The Companies and Markets show: The collapse of SVB plus Budget reaction 33:51

6M ago33:51

33:51

On this episode of the Companies and Markets show, Dan Jones and co provide a full autopsy of the largest banking collapse since 2008, namely that of Silicon Valley Bank (SVB). What happened, where are we now, and what are the implications going forward? Then it's on to reaction to Jeremy Hunt's first Budget as chancellor, with IC economist Hermion…

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Investors' Chronicle

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The Companies and Markets show: Budget preview + London's shaky market 31:11

7M ago31:11

31:11

On this episode of the Companies and Markets Show, Dan Jones hosts a discussion on the fate of the London market. How can it hope to compete with a new age of US state subsidies? Next up is the Budget preview with IC economics expert Hermione Taylor. How can a "black hole" turn into a "windfall", according to chancellor Jeremy Hunt? And what will t…

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Investors' Chronicle

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IC Interviews: Stephen Yiu 45:14

7M ago45:14

45:14

Dave Baxter is joined by Stephen Yiu, lead manager of the popular but embattled Blue Whale Growth fund (GB00BD6PG787). They discuss recent shifts in the portfolio - from Yiu exiting many of the mega-cap US tech stocks to a newfound interest in the energy sector - and the thinking behind this. From Chatgpt to the metaverse, they also look at which t…

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Investors' Chronicle

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The Companies and Markets show: ITV, Persimmon and investing lump sums 40:54

7M ago40:54

40:54

On the podcast today, ITV is our result of the week, with Jemma Slingo on hand to take us through the major talking points (including whether you can rewind ITVX now, as Dan Jones' pet hate). Next up it's a discussion of this week's long read: What to do with a lump sum. The author of that piece, Alex Newman, is here to break it down. Finally the p…

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Investors' Chronicle

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The Companies and Markets show: A travel boom and semiconductor wars 30:51

7M ago30:51

30:51

On this episode of the Companies and Markets show, Dan Jones hosts Chris Akers for a discussion of the hotel group's IHG and Whitbread following their latest results. Next up, what does a recession mean for semiconductor stocks? Arthur Sants discusses off the back of his long-read this week: Chip Wars. And finally, our panel has a brief discussion …

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Investors' Chronicle

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The Companies and Markets show: Banks, Glencore & the FTSE hits 8000 36:35

7M ago36:35

36:35

Alex Newman stands in for Dan Jones on this week's episode of the Companies and Markets podcast. On the agenda, first up Julian Hofmann takes us through various results for big banks: Barclays, NatWest, and Standard Chartered. Then it's on to a discussion of the FTSE 100 - does breaking the 8000 point mark actually mean anything? Finally it's Mark …

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Investors' Chronicle

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Partner Content: Why the sky’s the limit for Zipline’s delivery drones 41:36

7M ago41:36

41:36

Supplying life-saving medical supplies by robotic flights in Africa is just the start. Zipline’s co-founder Keller Rinaudo Cliffton talks to Scottish Mortgage manager Tom Slater about what’s next. - Invest in Progress is a podcast brought to you by the Scottish Mortgage Team. It offers a backstage pass to the conversations that occur between our ma…

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Investors' Chronicle

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IC Interviews: Richard Crawford (TRIG) 33:02

7M ago33:02

33:02

Dave Baxter is joined by The Renewables Infrastructure Group (TRIG) investment manager Richard Crawford. In a wide-ranging discussion they look at the fund’s exposure to dramatic shifts in power prices, the effects of the UK windfall tax and other regulatory developments on the renewable energy sector – and which renewable technologies now look mor…

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Investors' Chronicle

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The Companies and Markets show: BP & Shell's bumper profits, Unilever, housebuilders 34:50

7M ago34:50

34:50

On this week's episode, BP turned in profits of $28bn for 2022. That may sound a lot until you realise Shell racked up $40bn. Commodities expert Alex Hamer is on hand to discuss the outlook for these companies this coming year, as always considering the investment case. Next up on the show, a podcast favourite: Unilever. They're back under pressure…

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Investors' Chronicle

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The Companies and Markets show: Vodafone, GSK and the management merry-go-round 31:16

8M ago31:16

31:16

On this week's episode, Vodafone is under the spotlight as it's problems in Europe continue. Is there much they can do in the face of big cash flow demands, rising inflation, sluggish growth? Next up it's a trip on the management merry-go-round. Over 20 per cent of FTSE 100 companies changed CEOs last year. Is this just a random datapoint, a sign o…

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Investors' Chronicle

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Sustainable Views: Should you offset your carbon emissions? 15:47

8M ago15:47

15:47

They are meant to help us transition to a greener economy but carbon offsets, and the markets where they are traded, are fraught with controversy. The quality of carbon credits is under scrutiny, as is their use by companies, which may purchase them in lieu of real action towards net zero. Consultancy McKinsey estimates that this space will be wort…

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Investors' Chronicle

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The Companies and Markets show: Pubs, QT, and the big tech jobs cull 38:43

8M ago38:43

38:43

On this week's episode of the Companies and Markets show, pubs is first up on the agenda following mixed trading updates from Fuller, Smith & Turner, Marstons and JD Wetherspoons. Then it's onto our big read this week, with Hermione Taylor talking us through quantitative tightening (QT) effects and what it means for investors. You can read her writ…

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Investors' Chronicle

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The Companies and Markets show: Recession-proof housebuilders, an underrated defence stock and spotting income shares 30:32

8M ago30:32

30:32

On this week's episode, Michael Fahy is drafted in to discuss two areas of interest. First up is big builders - infrastructure projects should keep companies such as Barratt, Balfour Beatty and Costain busy even in a recession. Second for Michael is a discussion of Qinetiq, a defence stock that looks relatively good value. James Norrington is also …

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Investors' Chronicle

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The Companies and Markets show: Direct Line, platform proactivity, China 29:40

8M ago29:40

29:40

On this episode of the Companies and Markets show, Direct Line is under the spotlight after a stormy December (both literally and figuratively). Then it's on to platform proactivity; is Fidelity right to have stopped investors from buying Jupiter UK Mid Cap on its platform? And will we see more of this as the FCA's new 'consumer duty' comes into fo…

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Investors' Chronicle

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The Companies and Markets show: Ideas of the year 2023 & the outlook for retail 28:00

9M ago28:00

28:00

On the first episode of 2023, Dan Jones and co return to first discuss the surprisingly positive outlook for UK retail, with a focus on the likes of Next and Greggs. Then Alex Newman is on hand to break down the methodology behind our big feature this week: Ideas of the Year 2023. And finally, Julian Hofmann discusses quantitative tightening in Eur…

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Investors' Chronicle

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The Companies and Markets show: Currys, AI, and 2022 in review 27:44

9M ago27:44

27:44

On this, the final episode of the Companies and Markets show for 2022, we begin with a special AI edition of the show - can a chatbot write a more compelling podcast script than our IC staff? The main bulk of the pod begins with Christopher Akers on the show for our final result of the week: Currys. Then Alex Newman returns to preview his review of…

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Investors' Chronicle

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Sustainable Views: Turning fashion into a sustainable business 19:09

9M ago19:09

19:09

From the environmental impact of certain materials to the huge waste problems caused by discarded clothing, the fashion industry is problematic. Even more so if social factors are taken into account – after construction, fashion is the world’s second biggest driver of modern slavery, according ot the Global Slavery Index. Women represent over three…

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Investors' Chronicle

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Partner Content: 2023 – Navigating Uncertainty 11:14

9M ago11:14

11:14

The war in Ukraine, inflation and slowing global growth have sparked uncertainty over the global economy. More than ever, investors will need to understand the drivers that will influence markets over the coming year. Listen to this podcast with John Mullins, PIMCO product strategist, to gain insight on the outlook for 2023 and how to approach spec…

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Investors' Chronicle

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The Companies and Markets show: Paragon, Moonpig and should you wait to buy a property? 33:05

10M ago33:05

33:05

On this episode of the Companies and Markets show, Paragon and Moonpig are under the spotlight, the former for a surprisingly positive set of results and the latter for a less rosy Christmas outlook. Also on the docket, a look at this week's long magazine feature: Should you buy a property now? There are pro's and con's to weigh up on both sides of…

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