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Concerned with QE's effects on equity valuations? Looking for ideas for your Isa? Or just plain confused by the stock market? Each week, the Investors Chronicle picks apart the latest news for companies, markets and funds in our regular magazine podcasts. Subscribe for these, along with CEO interviews, company-specific shows and special in-depth discussions on big market themes. Hosted on Acast. See acast.com/privacy for more information.
 
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show series
 
Dan Jones is joined by Evenlode Investment Management's Ben Peters and Chris Elliott. In a wide-ranging discussion, they talk through a difficult year for markets, which companies are best set up to counter inflationary pressures, the appeal of Microsoft over other big tech, Evenlode's long-term investment strategy, and more. Hosted on Acast. See a…
 
On this week's episode, Burberry is our result of the week following it's Q3 report showing demand has remained resilient for wallet-busting handbags and watches. Will it remain recession resilient..? Then we dive into this week's special IC feature on quality US shares. After this year’s market correction, does the US now offer better value? We br…
 
London mayor Sadiq Khan wants more power and financing for cities so they can deal with and find solutions to climate change. Cities, after all, are responsible for over two thirds of emissions and local administrations, says Khan, are seen as the “doers”, while national governments are the “delayers”. He thinks that mayors should be part of the UN…
 
Dan Jones welcomes Jemma Slingo and Arthur Sants to this weeks episode of the companies and markets show! First up is a discussion of potential reversal of shipping lines' fortunes, and the opportunities therein. Then it's BT under the spotlight off the back of the bad reaction to last week's results. And finally, how are transport companies affect…
 
Ahead of this year’s UN climate conference, discussions over the responsibility of the world’s richest countries towards developing economies have intensified. Emerging markets’ contribution to climate change is miniscule, but they are disproportionately hurt by its effects. Think of the catastrophic droughts, floods and hurricanes directly linked …
 
On this week's episode, Dan Jones welcomes Jennifer Johnson to talk GlaxoSmithKline (GSK) - they've made a good start to life post Haleon split, but are they a one-trick pony at the moment? Then Mark Robinson dives back into the Aim 100, with two more interesting stocks from our special review of the top 100 companies in Aim (by market capitalisati…
 
The current political and financial climate has made fixed income markets volatile and uncertain around the world. However, taking an active approach may help build resilience to potential headwinds while gaining greater exposure to the opportunities that arise. Listen to this podcast to gain insight from Gordon Harding, PIMCO fixed-income strategi…
 
Silvia and Alison Taylor of NYU Stern School of Business look into the language of sustainability and find it still has a pretty loose grammar and highly convoluted syntax. Most native speakers do not even agree on a common interpretation of environmental, social and governance factors. The good news is: more of us are trying to learn this language…
 
On this episode of the Companies and Markets show, Dan Jones, Julian Hofmann, and Alex Hamer review three interesting stocks from our special feature this week: Aim 100 2022: Part 1. But that's not all - Alex Hamer sticks around for a chat about the Lithium industry, which has been boosted by US Inflation Reduction Act spending beginning to filter …
 
Confused about sustainability? You’re not alone. Environmental, social and governance factors, or ESG, are increasingly a headache for business, finance and world leaders alike. Now even policymakers are creating rules to govern this space. It’s hard to keep up and make sense of it all. So let us help you by sharing some of the most interesting vie…
 
On this episode of the Companies and Markets show, Julian Hofmann is on hand to break down US banks reporting - who did well, who did badly, and what were the share price moves? Then Michael Fahy joins the pod to discuss his long-read on the future of defence - how soon until AI robots roam the battlefields? (Spoiler, probably not imminently). Fina…
 
Dan Jones sits down with Abrdn Asset Management Asia chairman Hugh Young for a wide-ranging discussion, including whether the strength in the dollar is negatively affecting the business case for emerging markets, whether China is investible at the moment, and whether this current inflationary period is comparable to previous points in emerging mark…
 
On this episode of the companies and markets show, we start with our result of the week: pollster YouGov. Then it's over to Arthur Sants for a look through his long-read this week: Picking software winners. Valuations of software businesses have contracted significantly in the past year, but the sector still has plenty to offer investors, both in t…
 
On this episode of the companies and markets show, our result of the week this time around is Tesco - can the grocer keep customers from turning to more discounted options? Then we dive into our long-read this week: Coca-Cola - a lesson in share analysis. Alex Newman takes us through the bull and bear case for the company. Finally Mark Robinson dis…
 
From the mini-Budget to an emergency intervention by the Bank of England, the bond market has seen more than its fair share of shocks in the last two weeks. Noelle Cazalis, fund manager on a number of portfolios including the popular Rathbone Ethical Bond fund (GB00B77DQT14), discusses the challenges facing fixed income investors and whether any ba…
 
A week has passed since chancellor Kwasi Kwarteng's "mini"-Budget that so effectively threw markets into a tailspin. It leaves Dan Jones asking questions such as 'what?', 'why?', and 'eh?', and our economics expert Hermione Taylor attempting to make sense of it all, which she does with great aplomb in the first part of this weeks episode. Following…
 
First up on this episode of the Companies and Markets show is Kingfisher under the spotlight, with Dan Jones welcoming Christopher Akers to the pod. Then it's onto economic moats - what makes an economic moat and in which sector can you find the best one? It comes off the back of Alex Newman's article discussing the research of fund manager and ana…
 
IC deputy editor Dan Jones is joined on this episode by Dan McCrum, part of the Financial Times investigations team and author of Money Men, the story of the Wirecard scandal he helped uncover (now adapted as the Netflix documentary Skandal). Dan began investigating Wirecard following contact with a whistleblower in 2015, uncovering evidence of wid…
 
On this week's Companies and Markets show, the team discuss a reality check for hydrogen hope ITM Power (ITM), whose annual results sparked a steep sell-off in the company’s shares on Wednesday. Economics writer Hermione Taylor then outlines the debate over ‘Trussonomics’, looking at government policies and their potential impact on the UK economy,…
 
On this week's Companies and Markets Show associate editor and guests delve into recent results from fund manager Ashmore and what they could signify about the wider emerging markets picture. The team also discuss a raft of mid cap oil & gas results, the follow up to our recent exclusive on Hargreaves Lansdown offering certain clients preferential …
 
Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology …
 
On this week's Companies and Markets show, shipping company Braemar is under the spotlight as our result of the week, and with transactions on the rise as Covid-19 effects start to dissipate investors are starting to be bullish. Then it's over to our long-read, as Alex Hamer joins the pod to discuss his feature Shell and BP: time for a rethink. And…
 
Anthony Cross, co-manager of the popular Liontrust Special Situations fund, talks to Dave Baxter about the good and bad news coming out of his portfolio in this IC Interviews episode. This broad discussion covers the prospects of a variety of stocks and sectors, from challenges at Hargreaves Lansdown to the effect of recession worries on recruiters…
 
In a bumper episode of the Companies and Markets show Dan Jones hosts first a discussion of online versus in-person retailers, leading into Cineworld's bankruptcy struggles. Then oil services Hunting and Wood Group are in the spotlight (for different reasons), as is Anglo Pacific. Jennifer Johnson then joins the pod for the first time to look throu…
 
On this episode of the Companies and Markets show, the Dan Jones and co discuss the gambling sector after a raft of recent updates from the likes of 888, Entain and Flutter. Then it's Balfour Beatty's turn in the spotlight with the group’s UK construction arm returning to profitability after a difficult pandemic. Finally, Alex Newman talks through …
 
IC columnist and day trader Michael Taylor sits down with Dan Jones in this episode of the IC Interviews podcast. In a wide ranging discussion, Michael discusses the current state of the market and his personal methodology, including why he never averages down, his preferred way to manage risk, and finding hot stocks. Hosted on Acast. See acast.com…
 
On this episode of the Companies and Markets show, we review results season and ask where the canaries in the coalmine have been, and consequently who has to look out for the second half of the year. This chat covers PageGroup, WPP, Rotork and more. Then, Jemma Slingo is on hand to discuss her long-read this week: Electrification's hidden winners. …
 
On this week's episode, Dan Jones hosts Alex Newman, Mark Robinson and Michael Fahy to discuss two potential turnaround stocks in Pearson and Rolls-Royce, as well as a discussion of the UK audit market off the back of Michael's long read: Spotting the warning signs. Timestamps: 00:00 - Intro 01:08 - News roundup 03:30 - Result of the week (1): Pear…
 
On this week's episode, Dan Jones welcomes Mark Robinson to the studio to discuss some of the companies best placed to cope with inflation. Their discussion starts with Unilever - a company with a stable of household names, that has consequently been able to pass on price increases to consumers in the past. Julian Hofmann then joins the pod to expa…
 
It’s not been an easy year for environmentally focused funds, as the market rotation into value-focused equities has delivered a body blow to the share prices of the many innovative growth companies seeking solutions to global environmental problems. Our guest on this week’s pod is Jon Forster, co-manager of the Impax Environmental Markets investme…
 
The US economy is the driver of much of the world’s growth. Is it on the ropes as inflation soars and interest rates are hiked, as is being suggested by many commentators? Or are investors selectively ignoring some more favourable signals? Plus, what is the wider global context, particularly diving below the macro-economic factors to the fortunes o…
 
On this week's episode, Alex Hamer returns to the podcast to assess BHP and Rio Tinto's more recent fortunes - are we reaching a turning point of their success? Then, the IC's economics writer Hermione Taylor makes her debut to ask whether we should be comparing our current era with the 1970s and 1990s, which has been a popular refrain among observ…
 
On this week's show, we get the breakdown on GSK spinoff Haleon which is set to list next week. Then Arthur Sants takes a fascinating dive into the business of psychedelic drugs, and whether they can be the future of depression and anxiety treatment. Finally, the panel look into the potential European gas crisis, with the threat of Russian pipeline…
 
On this week's episode of the Companies and Markets show, recruiter Robert Walters is the result of the week; how long can they continue to ride the skills shortage? Then IC funds editor Dave Baxter joins the pod to talk through this week's cover feature: The Top 50 ETFs 2022. Finally, the panel discuss the dangers of investing in unlisted, illiqui…
 
On this week's Companies and Markets Show, Arthur Sants examines whether payments app Wise can maintain its impressive growth rates, the team discusses ways to spot the best smaller company bosses, and Dave Baxter explores an increasingly neglected corner of the private investor landscape: share clubs. Dan Jones hosts Mark Robinson, Julian Hofmann,…
 
Welcome to the wonderful world of cardboard boxes as we review packaging business DS Smith as our result of the week! Companies writer Jemma Slingo brings her insight here. Then Alex Newman talks through his long-read this week: 'Lessons from high-growth investors', before finally Madeleine Taylor joins the pod to break down Ocado's latest bout of …
 
To be a successful stock picker over a long period of time, not only do you have to be a scrupulous researcher, you also have to guard against powerful human emotions. In this podcast, famed value investor Guy Spier talks through how his investment process has developed over the past two and half decades and why he’s feeling more optimistic in the …
 
On this week's episode Alex Newman and Mitchell Labiak join Dan Jones to discuss our result of the week, housebuilder Crest Nicholson, before turning to the potential of house prices falling for the first time since 2012. Finally Julian Hofmann joins the pod to talk through his long read asking how modern value investing can mitigate risk for inves…
 
Scottish Mortgage Investment Trust's (SMT) shareholders have had a rollercoaster ride in recent years. The trust's share price has more than halved since its peak last November, following a spectacular run throughout most of 2020 and 2021. It’s now the UK’s second largest investment trust with net assets of £13.7bn. In this interview, the trust’s d…
 
Passenger numbers may be up at Wizz Air but the losses keep on coming, so what's the story? Madeleine Taylor joins the pod to decipher our result of the week, before looking at the aviation industry as a whole following chaotic airport scenes over the last week. Afterwards Christopher Akers talks us through his long-read on the future of food, spec…
 
The lesser-spotted Bearbull columnist has agreed that if ever there was a time IC listeners needed to hear his views, it might be now. In this interview with the IC’s Mary McDougall, he shares his thoughts on the current outlook for the economy, the extent to which UK equities might continue to mean revert, why he’s cautious on emerging markets and…
 
The first five months of the year have been terrible for tech investors, but over the past week performance has improved. Are we in a bear market rally? Or might performance improve from here? On the podcast this week, Polar Capital Technology Trust’s (PCT) manager Ben Rogoff tells the IC’s Mary McDougall how current valuations compare with history…
 
A government U-turn has seen a windfall tax finally imposed on oil and gas companies, but what are the implications for investors? Also retail writer Madeleine Taylor joins the show to take a deep dive into M&S as the 'result of the week', and the IC's resident personal finance guru Leonora Walters talks through the magazine's feature on SIPPS. Dan…
 
With UK inflation reaching a 40-year high of 9 per cent, the Bank of England base rate lagging at just 1 per cent and the global stock market falling over 15 per cent since the start of the year, investors' priorities have turned to how to preserve the value of their wealth. On the pod this week, Peter Spiller, manager of Capital Gearing Trust (CGT…
 
Arthur Sants returns to the Companies and Markets show to breakdown results for Vodafone and BT, before the panel ask what next for supply chains amid the ongoing inflationary crisis. Finally, private equity is under the spotlight, as their appetite for UK plc's doesn't show signs of slowing down. Dan Jones hosts Alex Newman, Arthur Sants and Julia…
 
As Investors' Chronicle struggles to come to terms with losing its veteran economist Chris Dillow to retirement, he shares the most important lessons he’s learned over his 35-year career. Hint: experts know less than you think. Chatting to the IC’s Mary McDougall, he also reflects on what country music can tell us about the state of the US economy,…
 
On this episode of the Companies and Markets show, Mark Robinson talks us through his long-read on waste management and the opportunities therein, and IC funds editor Dave Baxter also joins the panel for the first time. Dan Jones hosts Julian Hofmann, Mark Robinson and Dave Baxter. - Subscribe to the IC's free Trader's Market Outlook email for comp…
 
Fintech has boomed in recent years but a flood of money into the sector has spurred concern that some companies will struggle to grow into lofty valuations as the economic environment gets more challenging. On the podcast this week, Tim Levene, chief executive officer at Augmentum Fintech (AUGM) tells the IC’s Mary McDougall how he avoids overpayin…
 
The Companies and Markets show returns to discuss Sainsbury's as our result of the week, before diving into Alex Newman's latest long read on Warren Buffett's longevity. Finally the pod welcomes new Investors' Chronicle property writer Mitchell Labiak to look at the 'warehouse bubble' in the UK, and potentially the start of it's deflation following…
 
The outbreak of Covid-19 sparked a transformation in monetary policy, according to Professor Russell Napier, with governments now effectively controlling money supply. Combine this with a decoupling between the West and China and Napier thinks investors must brace for a period of prolonged inflation. In this interview, Napier tells the IC’s Mary Mc…
 
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