Investors' Chronicle

Who holds the power: the government or the market? In this episode of the ‘A Value View’ Podcast, portfolio manager Simon Gergel discusses the aftermath of the recent UK election, marked by a significant Labour victory. He explores the UK stock market response and highlights where opportunities are being found today. Listen in now to find out more about the market reaction and what it means for investors. For more in-depth discussions and insights, visit our website for additional podcast episodes, articles and videos: https://www.merchantstrust.co.uk/en-gb/videos-podcasts-and-reading This content was paid for and produced by The Merchants TrustInvestors' 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 life insurer Just Group which raised its profit outlook after corporate pension deals boomed. Julian Hofmann unpacks the recent results and discusses whether the shares offer value and how the business might expand.Another insurer's results, Aviva (AV), follows. Mark Robinson and Julian talk about what the business is doing right and how it’s benefitting from diversification.Arthur Sants joins from New York to discuss his cover feature on Google’s parent company Alphabet (GOOGL). Arthur explains how Google became the world’s top search engine, its recent run-in with the Department of Justice, the threat of AI and more.One Savings Bank (OSB) is last up and Jemma Slingo reveals what led to the 20 per cent share price drop after its latest update.Timestamps1:21 Just Group10:19 Aviva 19:42 Alphabet 42:04 OSBInvestors' 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.

Charlotte Cuthbertson, a manager at Migo Opportunities Investment Trust, dives into the fascinating world of investment trusts. She discusses the hunt for valuation anomalies and why she finds share buybacks more appealing than dividends. The conversation covers the impact of rising interest rates on sectors like infrastructure and biotech, as well as innovative alternative investments like music royalties. Cuthbertson also highlights the importance of private equity trusts and the influence of activist investors in shaping trust strategies.

We begin the episode with commodity trading and mining company Glencore (GLEN). Alex Hamer unpacks a busy week, including everything from the cancellation of the coal demerger to the company’s copper prospects in an environmentally conscious world.Val Cipriani discusses our cover feature on the often much-desired topic: retiring early. It doesn’t always seem realistic but Val covers how investors can set themselves on the right track, with simple and effective strategies including how to properly use pensions and Isas.Last up, Christopher Akers explains Deliveroo’s (ROO) latest results. The food delivery company’s shares were up 8 per cent on the morning of the recording on account of its first-ever statutory profit, a share buyback announcement and more, which cheered up a pretty dreary market.1:13 Glencore16:20 How to retire early27:50 DeliverooInvestors' 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.

Join Julian Hofmann, a financial strategist from a major advisory firm, and Mark Robinson, an expert in rapid investment returns, as they dive into current market dynamics. They dissect St James’s Place's ambitious cost-saving plans and its impact on investor confidence. Mark shares insights on short-term trading strategies and the associated risks, while also highlighting how to identify rising star fund managers. Julian wraps up with a look at the London Stock Exchange's recent performance and future prospects.

In this IC Interviews podcast, Val Cipriani is joined by James Cook, manager of JPMorgan Global Growth & Income. As the only global and global equity income investment trust trading at a premium, it is keeping investors happy with its approach.Val and James discuss how this has happened, the future of semiconductor stocks, how AI will change the market, Microsoft’s recent outage and much more.Timestamps1:01 Strategy of growth3:35 Payout policy7:41 Paying dividend out of capital 9:09 Outlook for the market 13:33 Interesting areas of the market17:05 Semiconductor stocks19:31 Magnificent Seven21:41 AI 25:47 Microsoft 27:53 AI’s risk 29:06 Tech stocks capex 30:56 Apple 32:48 UK stocks34:50 Japan36:32 Portflio balance39:30 Getting involved with M&A  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 Mark Robinson who covers pest control business Rentokil (RTO) which saw a double digit surge in its share price after rumours of private-equity takeovers began swirling.It’s then on to this week’s cover story by James Norrington on the investing greats and how investors can apply their wisdom to their own portfolios. Jennifer Johnson then joins the conversation with an update on leader of the FTSE 100, AstraZeneca (AZN). Why are shares down despite its guidance being upgraded? And what does the company offer outside of oncology drugs?Last up, we cover energy company Centrica’s (CNA) results which received a less than favourable market reaction. 1:27 Rentokil (RTO)12:53 Investing greats 23:50 AstraZeneca (AZN)33:31 Centrica (CNA)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.

This week, the IC team touch on everything from everything from water company share prices to the state of play in the sports brands industry, and Baillie Gifford’s investment trusts.Alex Hamer unpacks Ofwat’s regulatory crackdown and what reforms mentioned in the King’s Speech will mean for companies such as Pennon (PNN), United Utilities (UU) and Severn Trent (SVT).It’s been a busy few weeks for sporting events but there’s plenty more to come as this week’s cover feature analyses sports brands. Michael Fahy runs through the hot topics from Nike (NKE) versus Adidas (ADS), new challenger brands and marketing spending in the UK compared with the US.Last up, Val Cipriani looks at how Baille Gifford’s Monks (MNKS), Edinburgh Worldwide (EWI) and Scottish Mortgage (SMT) are performing after 2022’s huge losses, Trump’s recent comments on trade relations, and more. Timestamps1:22 Water companies 12:38 Sports brands27:52 Baille GiffordClaim 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.

In the latest episode of IC Interviews, Dave Baxter sits down with Chris Tennant of Fidelity’s Emerging Markets Trust. The pair cover everything from stocks Taiwan Semiconductor (TSMC) and Nasper (JSE: NPN) to the opportunities for shorting in China and areas believed to be the home of future emerging markets. Timestamps 1:00 Stocks in portfolio & TSMC6:04 Nasper 8:23 Buybacks in EM11:15 General take on China 16:08 Shorting 19:10 India22:48 Concentrating elsewhere 24:34 Other EM options 27:11 Overlooked themes 29:11 Risks that investors are overlookingInvestors' 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.

The episode begins with Alex discussing the housebuilding sector. He and Dan unpack Barratt’s (BDEV) recent trading update, whether investors should expect more M&A, and planning proposals from the new government.Julian follows up by analysing student accommodation provider Unite’s (UTG) seemingly positive trading update. He explores the investment case given the weakening relationship between international students and universities’ finances, and how planning changes could affect the sector.Last on the agenda is our annual ETF best-buy list. Dave Baxter explains the thinking behind the collection of funds, changes made for 2024, why investors should be wary of thematic ETFs and more. 1:30 Housebuilders 16:17 Unite 27:45 Top 50 ETFsClaim 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.