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Investors' Chronicle

Investors' Chronicle

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Looking to stay informed in the world of investing? Investors' Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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show series
 
We start with Experian’s (EXPN) latest results. Host Dan Jones and Julian Hofmann unpack what went right for the business, how it could fare in the event of a US slowdown, and whether investors should get involved. Next up is Imperial Brands (IMB). Chris Akers shares what led to the big share price reaction, how it compares with other competitors i…
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The period since the last episode of Lee and the IC has been eventful to say the least, and the pair begin by unpacking Donald Trump’s tariffs, the subsequent market sell-off, and how it compares to similar eras in market history. The episode follows in typical fashion, and Lord Lee updates listeners on changes he has made to his portfolio in the p…
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We begin with Arthur Sants and Dan Jones discussing the Apple antitrust issue, the iPhone manufacturer's role in Alphabet’s share price fall and Google’s place in the search engine world. Michael Fahy, author of this week’s Big Read on the future of aviation, up next. He explains some of the developments in the industry, the top players, and what c…
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Dave Baxter returns with another IC Interviews, and he sits down with one of the rising stars of fund management, Jasmine Yeo of Ruffer Investment Company, the FTSE 250 trust that aims to deliver positive returns for investors throughout all market situations. Listen to find out how the portfolio is behaving in the wake of Donald Trump’s swathe of …
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In another packed episode, host Dan Jones is joined by Christopher Akers to look at half-year results from car testing company AB Dynamics (ABDP). Can it continue to perform well at a time when the automotive industry is yet again facing a string of pressures, including those dreaded tariffs? Next up is a look at this week’s Big Read on ‘survivor s…
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As a wealth preservation fund, Personal Assets aims to generate returns above inflation using a long-term approach. But with uncertainty rife thanks to tariffs, the fund is facing a very “interesting” time. In our latest IC Interviews episode, Dave Baxter and Charlotte discuss the talk of the town – tariffs. Listen to the episode to hear the pair u…
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We begin with results from electronics manufacturer, TT Electronics (TTG). Michael Fahy and Arthur Sants explain how its North American and European divisions have been performing, and how the senior leadership is changing. Tariffs again, but from a different angle. Arthur Sants, our US correspondent, unpacks how tech stocks Apple (AAPL) and Nvidia…
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As tariffs continue to send markets into a frenzy, the panel gives listeners a rundown of how we got here, what’s happening now and what lies ahead for untouched industries such as pharmaceuticals. Val Cipriani joins to discuss this week’s cover feature on the investing world beyond listed stocks. Val and Dan share how investors can get exposed to …
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The panel unpack details of the swathe of tariffs announced by US President Donald Trump. They discuss what was announced, their curious calculations, the implications on nations and stocks, and what retaliations could occur. Dave Baxter joins to discuss global equity funds, the topic of this week’s Big Read. Dave and Dan unpack the thinking behind…
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Dan Jones is joined by Natasha Voase to discuss Bellway’s (BWY) results, and what they reveal about the state of the property market. The pair also unpack the future of housebuilding in light of the Spring Statement and what it means for Vistry (VTY) and Barratt Redrow (BTRW). Val Cipriani joins to carry on the Spring Statement conversation, but ch…
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The Blue Whale Growth fund concentrates on large cap companies across global stock markets. US tech has dominated global indices, investors’ minds and until recently, the fund. Dave Baxter talks to manager Stephen Yiu about his updated thoughts on the Magnificent Seven, Donald Trump’s impact on the AI play, overlooked sectors and more. This episode…
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Dan Jones is joined by Alex Newman and Julian Hofmann to discuss the shift away from US shares towards Europe and even the UK – and the implications for investors. Next up, Alex Newman breaks down his Big Read this week on how the ultra-rich invest and what more humble investors can learn from their investing practices. Lastly we turn our attention…
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Mark Robinson sits in for Dan Jones this week and is joined by Michael Fahy to discuss building supplier stocks. The sector has had a rough few years with rising inflation and interest rates, and declining demand. Michael explores where the industry goes next. Alex Newman joins to unpack everything going on with FTSE 250 listed shipbroker Clarkson …
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Anna Bielby took the helm at Vp in September 2023, a year after John took his own stake in the business. In this episode, Bielby, Lord Lee and IC associate editor Alex Newman discuss the equipment leasing group's history, business model, threats and opportunities. As always, Alex and John wrap up with an update on Lord Lee’s portfolio, plus his tak…
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We begin with Aberdeen’s (ADBN) results, which pleased the market and sent shares up considerably. Julian Hofmann dives into the recent changes at the company and how they will impact investors. Jemma Slingo touches on another asset manager, Schroders (SDR) which also put out results. It’s then onto this week’s Big Read on the future of mining. Com…
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Nick Train is the first to admit that his investors haven’t seen the returns they’re used to recently. But despite some calls that haven’t quite worked out, in this interview, he points out the areas that should make up for this in the future. Listen to Dave Baxter and the fund manager discuss holdings in the fund such as Diageo (DGE) – which he’s …
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Market darling Rolls Royce (RR) is going from strength to strength. After a return to dividends topped with a lucrative buyback, shares were up 20 per cent on the day of recording. James Norrington, author of this Rolls-Royce Deep Dive, unpacks the prospects for the business and everything investors need to know. Smith & Nephew (SN), a medical equi…
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We begin with Mony Group (MONY), better known as Money Supermarket, whose results showed the insurance industry isn’t struggling as some fear. Mark Robinson shares all investors need to know. Arthur Sants, our US correspondent and author of this week’s Big Read on Nvidia (NVDA), explains the key points from the article. From the threat of DeepSeek …
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Founded in 2010 by Carson Block, Muddy Waters Research is best known for its short-selling, predominantly in the mid-cap space. In this episode of IC Interviews, Block joins Dave Baxter to discuss what it would take for him to bet against the Magnificent Seven, the UK activist investing landscape, opportunities in Vietnam and India, and why China i…
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Christoper Akers kicks off the podcast with engineer Renishaw’s (RSW) results. From supply chain issues to long-standing murmurs of a sale, find out why investors were disappointed. Valeria Martinez then unpacks designer and manufacturer Filtronic (FTC), whose results were warmly received by the market. Listen to find out how the firm landed contra…
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This month, Lord Lee and Alex are joined by Member of Youth Parliament, Cameron Holt. At just 16 years old, Cameron’s goal is to get the government to recognise it is failing children with financial literacy. He believes, that through incorporating it into the curriculum, children will increase their confidence in a post-education world, and be mor…
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Julian Hofmann opens today’s podcast by unpacking results from AstraZeneca (AZN) and GSK (GSK). AstraZeneca had a particularly strong quarter despite China’s investigation into the importation of cancer drug, Imjudo. GSK’s dividends were up, positive news for income investors, but its vaccine rates have slowed as they are more exposed to the US adm…
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In the latest episode of the IC Interviews, Dave Baxter sits down with Sam Gleave of Liontrust’s European Dynamic. The fund seeks out companies lowly valued by investors, but that could generate more cash than they need to sustain strong growth. In the episode, Dave and Sam discuss why the fund is still bullish on European markets, the outlook for …
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Our panel kick off the podcast with a rundown of the latest news from the AI world. Chinese-owned DeepSeek’s smarter and more sustainable design helped knock half a billion dollars from Nvidia’s (NVIDIA) market cap. The panel discuss what comes next for AI stocks and return-hungry investors. It’s then on to Michael Fahy to chat about this week’s ma…
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