Investors' Chronicle

In the latest episode of the IC Interviews, Val Cipriani, personal finance editor, sits down with Stefan Gries of BlackRock Greater Europe Trust. The fund is known for focusing on businesses with dependable profits and finds success even though it takes less risk than the average investor.Hear Gries’s take on Dutch semiconductor stock ASML (AMS), and how the industry will fare in light of Donald Trump’s win. The duo also cover the prospects of the Chinese and UK markets, the fund’s stock-picking methods which European sectors are ripe for investor attention.Timestamps 0:49 What the fund does2:34 Changes to the strategy6:02 Outlook on the market   8:53 US election result 11:06 Bullish versus Bearish13:46 Stockpicking17:13 Novo Nordisk 21:46 ASML 25:25 Semiconductors in the wake of Trump’s win32:57 China and post-Covid recovery 35:55 UK market38:19 Granola stocks40:39 Wider European stocks 42:42 Promising sectors Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.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 for more information.

We begin with software company Sage (SGE). Shares are up and the team unpacks the drivers of this rise and explores whether investors should be concerned about competition in the industry. Illinois Tool Works (US:ITW) next. It’s larger than all but five stocks included in the FTSE 100 but remains relatively unknown on this side of the pond. Our team explore what the company does and the metrics that lead it to feature on our annual US quality screen.Last up, it’s property company Grainger (GRI). Demand has been strong this year but its share price has been relatively flat. We look at why this is the case and how the valuation appears.Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.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 for more information.

British-based luxury fashion brand Burberry (BRBY) has had a hard time of late. Our team delve into what’s gone wrong over and question whether the low valuation is attractive enough for investors to take a gamble.It’s then onto our Investment Trust Special. We explore what trusts are most vulnerable to consolidation and some that could be fruitful in the changing macroeconomic environment.Last up, it’s specialist British chemical company Croda (CRDA). The latest update shows signs of life but two profit warnings over the past 18 months could hold back its growth. Julian Hofmann looks into the details. Timestamps 1:31 Burberry 15:38 Investment trusts27:48 Croda Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £1Investors' 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 for more information.

In this discussion, Lord John Lee of Trafford, a seasoned ISA millionaire and investing aficionado, shares his insights just after the US election and the latest UK Budget. He highlights unexpected benefits from the budget for private investors and debates whether it signals a shift in investment strategies. Lord Lee delves into the potential implications of Trump’s reelection on global markets, explores niche markets for competitive edge, and reflects on how tax changes might impact family businesses and entrepreneurship.

Auto Trader’s (AUTO) recent results were not well received. A slowdown in vehicle production and its position within a tight market is squeezing growth prospects. Our experts dive into what it means for investors. It’s then on to the impact of the Budget. The panel unpacks what sectors will be most affected by the changes, and the potential cost-saving measures companies can take to mitigate rising NI contributions.Last up, bond yields. Both the Budget and the US election will alter the fiscal outlook and our team look at who the winners and losers will be. Dan Jones is joined by Mark Robinson, Alex Newman, Julian Hofmann and Hermione Taylor.Editing by Madi ApthorpeTimestamps1:23 Auto Trader13:25 The Budget21:03 BondsClaim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.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 for more information.

Terry Smith, Chief Executive and Chief Investment Officer at Fundsmith, shares insightful perspectives on the investment landscape while managing over £22bn of British savers' funds. He critiques the hype around Nvidia, discussing the complexities of tech investments amidst AI trends. The impact of emerging weight-loss drugs on consumer behavior and companies like Diageo is also examined. Smith emphasizes the importance of quality in companies, analyzing brands like Nike and the nuances of investing in both UK and smaller firms with growth potential.

The Autumn Budget brought a swathe of changes to the way investors can harness the most of the market. From capital gains changes to pensions, our team unpack what investors need to know.Find out everything you need to know about the BudgetHSBC (HSBC) recently announced a reorganisation that will affect shareholders. The panel of experts report on what the business is set to achieve, and the outlook for interest income as base rates fall.Last up, the team delve into what led to the small share rally for YouGov (YOU) after its latest trading update.Timestamps 1:54  Budget17:30 HSBC26:16 YouGovInvestors' 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 for more information.

Mark Robinson starts the show by unpacking Morgan Sindall’s (MGNS) significant trading update, looking at the drivers behind the share price rise and the scope for the company to increase its market share.It’s then on to our Aim 100 special. Michael Fahy and Alex Newman share their take on the leading brick supplier Brickability (BRCK) and technology distributor Midwich (MIDW), discussing what each sector looks like at the moment and what should investors be aware of.Timestamps1:14 Morgan Sindall9:58 Brickability  23:04 MidiwchClaim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.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 for more information.

Jemma Slingo, an expert on utility company transformations, and Alex Newman discuss National Grid's ambitious £60 billion investment plans, pondering its shift from an income to a growth stock. Mark Robinson dives into Virtu Motors' struggles in the automotive market, revealing insights on valuations and future prospects. Lastly, Holly McKechnie navigates the complexities of investment trust costs, focusing on recent regulatory changes and what they mean for investors amidst the shifting landscape of the financial sector.

In this episode of IC Interviews, Paul ffolkes Davis and funds editor Dave Baxter discuss the Japanese small and mid-cap specialist fund, which has proven to be quite fruitful for investors.Find out why ffolkes Davis believes in the yen’s strength plus his thoughts on Japan’s macro trends, the big investment trust risers and fallers this year and more.Timestamps 00:56 Japan and Yen strength 4:49 Macro themes in Japan7:40 Valuations11:48 Activism 18:10 Private versus public 20:39 Corporate reform23:55  Is there a cap for the trust26:51 Recent activity in the portfolio31:09 7/11 bid Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.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 for more information.