Investors' Chronicle
Investors' Chronicle
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 has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Our award-winning expert writers research hundreds of companies and funds suitable for all risk appetites, to provide clear, independent recommendations for individual investors who want to make their money grow and outline how to make the most of different types of investment vehicles at all stages of your life.Whether you invest in funds or enjoy managing your own portfolio of individual shares, or a mix of both, we offer an unrivalled package of investment ideas, analysis and research, and lots more, to help you build a secure financial future.Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
Episodes
Mentioned books
Jul 21, 2023 • 35min
The Companies and Markets show: Brickability, stars of the FTSE and ME Group
On today’s episode, our team begins with a discussion about Brickability’s results. What is the company’s position in the market and how well prepared is it to weather a housing downturn? Next up is this week’s cover story on the hidden stars of the FTSE 100, which explores businesses that have unusual growth stories. In this segment, Alex Newman runs through the thinking behind the piece and discusses how the ‘secret’ companies underpin the strength of the UK economy.Last on the agenda is new FTSE 250 entrant ME Group International. Although it may not be the most exciting, or contemporary, business, it has seen significant growth in recent months. What can breaking down the valuation tell us about the business? And could this be a UK market success story? Dan Jones is joined by Michael Fahy, Mark Robinson, Alex Newman and Jemma Slingo.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.
Jul 14, 2023 • 38min
The Companies and Markets show: Begbies Traynor, the North Sea and pensions
On today’s episode of The Companies and Markets show, we discuss management consultancy Begbies Traynor’s latest results. What do they tell us about the UK economy?Next up is our latest cover feature on the North Sea. More than 170 years since its resources were first tapped, the North Sea is still seen as ‘the jewel in the crown’ of the UK’s energy system. We ponder the future of the shallow arm of the Atlantic Ocean. How damaging are windfall taxes? What are the prospects for offshore wind?Lastly, it’s on to UK pensions. Why have nine pension providers agreed to invest default funds in unlisted equities? And will these plans make a difference to the interest in unlisted companies and domestic equity investment?Dan Jones is joined by Mark Robinson, Alex Newman, Alex Hamer and Leonora WaltersInvestors' 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.
Jul 7, 2023 • 31min
The Companies and Markets show: De La Rue, Top 50 ETFs and savings rates
On this week’s episode, Dan Jones and co discuss the big topics from the world of finance and investing.First up is currency-printing company De La Rue's results. Can the company survive in an increasingly cashless society? And could it manage growth outside of a recession, or within it?Next is our latest cover feature: The IC Top 50 ETFs. Dave Baxter runs through the logic behind the list and explains what investors need to think about when going down the index funds route.Lastly, it’s on to this week’s hot topic – bank savings rates. What does political pressure mean for shareholders? And why do savers need to be careful not to fall for some of the deals banks are now offering?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.
Jun 30, 2023 • 18min
The Companies and Markets show: Corporate responsibility, Wise and the ‘attention economy’
Companies editor Mark Robinson fills in for Dan Jones this week and is joined by IC journalists Julian Hofmann and Jemma Slingo.First up is a brief dive into how refinancing obligations threaten corporate financial stability. Could we see the same type of contagion in the financial system that we saw in 2008?Next up is the result of the week, money transfer company Wise. The company is one of the few to have benefited from the Bank of England’s hike in interest rates, but what’s in store for the company in the future?Lastly, Jemma Slingo joins the conversation to discuss this week’s cover feature on the ‘attention economy’. What effect has instant information had on our attention? And how can investors get a slice of the digital advertising action without investing directly in the biggest, expensive players?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.
Jun 23, 2023 • 33min
The Companies and Markets show: Halfords, Halma and Meta
Halford’s results are first on the agenda. Since the pandemic, the motoring and cycling brand has been on somewhat of a rollercoaster, but does its rosy past few months suggest it will fare well in the future?Next up is this week’s cover story, US tech giant Meta. What type of growth can we expect from the company in the future? And can its recent rebound continue?Finally, it’s on to safety equipment company Halma. What has driven its sizeable growth over the past few years? And where will the new management take the company?Dan Jones is joined by Mark Robinson, Julian Hofmann, Arthur Sants and Jemma Slingo.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.
Jun 20, 2023 • 44min
IC Interviews: Lord Lee
Lord John Lee is an active private investor, a member of the House of Lords and became the UK’s first Isa millionaire in 2003. He has written two books on investment - “How to Make a Million” and “Yummi Yoghurt - A First Taste of Stock Market Investment”, as well as hundreds of articles for FT Money.In this episode, he and Dan Jones discuss his small-cap focused approach to investing, how his portfolio has evolved over the years, and his view of the private investor’s role in today’s market.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.
Jun 16, 2023 • 31min
The Companies and Markets show: Housebuilders, small caps and passive funds
Dan Jones is joined by Mitchell Labiak to discuss housebuilder Crest Nicholson’s results – how has the business been coping since the mini-Budget? It’s then on to its competitor Bellway. What approach is it taking that makes it different from Crest Nicholson?Next up, Julian Hofmann talks small-cap financial services companies, with a particular focus on CMC Markets, Tatton and Ramsdens. Is there room for growth in this niche area?Last but not least, Dave Baxter unpacks this week's cover story on passive funds. Why is finding cheap funds important? And what are the cheapest funds out there?Dan Jones is joined by Mitchell Labiak, Julian Hofmann and Dave Baxter.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.
Jun 12, 2023 • 10min
Partner Content: A Value View Podcast – Building the case for building
The housing market has long been seen as a key bellwether of the overall state of UK market. But the recent squeeze on the cost of living – namely, rising prices which have in turn driven interest rates higher – has been keenly felt in that sector. In this podcast episode, we debate the fortunes of the UK’s housebuilders as well as looking at what other types of company could benefit from a more buoyant sector. To see the full podcast series visit https://www.merchantstrust.co.uk/en-gb/videos-podcasts-and-reading?Topic=PodcastInvestors' 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.
Jun 9, 2023 • 32min
The Companies and Markets show: DiscoverIE, interest rates and a big London listing
On this week's episode of the companies and markets show, DiscoverIE is our result of the week. Mark Robinson is on hand as usual to break them down for us. Next up is IC economist Hermione Taylor, discussing what the 'new normal' is for interest rates. And finally, Alex Hamer joins the show to talk through a new listing in the UK market: WE Soda. What is it, and why is it listing in London? Dan Jones hosts Alex Hamer, Mark Robinson and Hermione Taylor.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.
Jun 2, 2023 • 37min
The Companies and Markets show: Renewi, EVs and Nvidia
We start with waste management company Renewi, which released full-year results last week. After another tough year as recyclate prices fall, our team discusses its status in the renewables market. It’s then on to our latest cover feature, on the best way to profit from the electric vehicle transition. Who are the beneficiaries of this expanding industry? And what can investors expect to happen as the EV market grows? Lastly, it’s on to Nvidia, the big stock of the moment. By market capitalisation, it’s now valued at $1tn, making it the sixth-largest company in the world. Is it worth the hype? And what other companies are beneficiaries of this trend in AI technology?Dan Jones is joined by Jennifer Johnson, Mark Robinson and Arthur Sants. 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.
