Investors' Chronicle

Investors' Chronicle
undefined
Dec 17, 2025 • 23min

How to build a portfolio you can be proud of

Explore the intriguing world of ethical investing, where aligning your finances with your values can be complex. Discover the significance of ESG labels and the real meaning behind 'ethical' investing. Learn about the trade-offs between sustainability and financial returns, particularly for women investors. Understand how market giants influence sustainability assessments and the importance of transparency. Dive into different investment strategies, from impact funds to ESG screenings, and weigh the pros and cons of sustainable investing.
undefined
15 snips
Dec 16, 2025 • 45min

CEO of Venture Life & end of year roundup: Lee and The IC

In this engaging discussion, Jerry Randall, the dynamic Founder and CEO of Venture Life, dives into the company's strategic evolution and its role in the booming self-care market. He shares insights on upcoming acquisitions and the importance of high-margin brands. Lord Lee then reflects on his investment maneuvers, including new forays into Taylor Wimpey and SSP Group, and his impressive annual portfolio performance. Together, they explore the landscape of healthcare regulation, capital challenges, and the future of wellness products.
undefined
Dec 12, 2025 • 38min

Warner Bros, driverless cars & Berkeley: The Companies and Markets Show

Join industry experts Julian Hofmann, Michael Fahy, and Hugh Moorhead as they explore some riveting topics. Hofmann discusses the intense bidding war for Warner Bros Discovery, diving into Netflix and Paramount's competing offers and the potential regulatory hurdles. Fahy sheds light on the evolving landscape of autonomous vehicles, from current trials in the UK to the economic implications of robotaxis. Meanwhile, Moorhead reviews Berkeley Group's half-year results, highlighting its strategic buybacks and the outlook for high-end London housing.
undefined
Dec 9, 2025 • 47min

Simon Thompson: What to expect in 2026

Simon Thompson, associate editor at Investors' Chronicle, discusses the future of UK small-cap stocks with insights from his 27 years in market analysis. He believes UK equities are positioned well for 2026, driven by strong performance and valuation discounts. They discuss the impacts of the recent Budget, the potential for increased M&A activity, and concerns over the shrinking AIM market. Simon outlines favored sectors like tech and REITs, while sharing a sneak peek into his more aggressive Bargain Shares selection strategy for the coming year.
undefined
Nov 27, 2025 • 30min

How the Budget impacts your finances: The Companies and Markets Show

A day on from Rachel Reeves’ budget, where she announced a ‘smorgasbord’ of tax rises forecast to raise £26bn by 2029-30, the dust is settling. Everything from pension pots to dividends could be affected.Our panel of experts dive into the biggest changes affecting your finances, including all the tax changes, what’s going to happen to the beloved cash Isa and how the chancellor is changing North Sea oil levies.Read our Budget coverageInvestors' 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.
undefined
Nov 25, 2025 • 27min

Signs of financial abuse and what to do next

Economic abuse is a recently recognised but long-used method of control by domestic abusers and in this episode of Women and Wealth, Investors' Chronicle's Val Cipriani discusses what it is, how it can be spotted and the support available to those being abused in this way with Surviving Economic Abuse's Lauren Garrett.Economic abuse is a legally recognised form of domestic abuse and is defined in the Domestic Abuse Act and 95 per cent of cases of domestic abuse involve economic abuse. It often occurs in the context of intimate partner violence, and involves the control of a partner or ex-partner’s money and finances, as well as the things that money can buy. In this episode, Val and Lauren discuss real-life examples and how you can spot the signs of economic abuse and prevent it from happening to either you or those you know.Women and Wealth is the monthly podcast series from Investors' Chronicle. You can listen and watch the episodes, alongside our other podcasts, on Apple, Spotify and YouTube.In the UK, call the national domestic abuse helpline on 0808 2000 247, or visit Surviving Economic Abuse. In the US, the domestic violence hotline is 1-800-799-SAFE (7233). Other international helplines may be found via www.befrienders.org.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.
undefined
Nov 21, 2025 • 42min

Investment trusts & Rightmove: The Companies and Markets Show

Val Cipriani, an investment journalist specializing in trusts, discusses the narrowing discounts and increased M&A activity in the sector. Holly McKechnie, a financial analyst, shares insights on a significant rise in buybacks and their effectiveness. Hugh Moorhead, a company analyst, breaks down Rightmove's £60m AI investment plan and the market's concerns, including potential litigation challenges. Together, they explore trends, challenges, and strategic moves shaping investment trusts and Rightmove's future.
undefined
Nov 14, 2025 • 34min

Aim stocks, MPA, Volex, and SSE: The Companies and Markets Show

Valeria Martinez, a finance commentator specializing in utilities, dives into SSE's ambitious £33bn investment plan, revealing why it excited investors. Alex Newman highlights the plan's market implications and regulatory aspects. Mike Fairhear analyzes Volex's robust performance and its strategic pivot towards data centers under new leadership. Mark Robinson discusses the newly listed auditor MHA, assessing its growth prospects amid market challenges. Together, they unravel the intricate dynamics of infrastructure investments and market reactions.
undefined
Nov 11, 2025 • 46min

Exciting British stocks & the Budget: Lee and the IC

Lord John Lee of Trafford, an experienced investor and UK equities commentator, shares insights on his portfolio and the upcoming Autumn Budget. He discusses the ups and downs of stocks like Treatt and STV, and praises Goodwin as an exciting engineering player. John elaborates on the cautious appeal of small-cap Venture Life and reliable income from James Halstead. He also touches on Primary Health Properties' attractive yield and MS International's defense sector potential. Lastly, he offers a forecast on budget-related tax measures.
undefined
Nov 7, 2025 • 36min

M&S, quantum stocks & healthcare trusts: The Companies and Markets Show

Mark Robinson, a financial journalist, dives into Marks & Spencer's latest half-year results, revealing the impact of a recent cyber attack on profits and performance. James Norrington, a technology commentator, explores groundbreaking advances in quantum computing, discussing their implications for markets and AI. Finally, investment expert Val Cipriani reviews the performance of key UK-listed healthcare trusts and highlights innovative strategies aimed at attracting investors. Tune in for insights on retail resilience, quantum stock speculation, and healthcare trust dynamics!

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app