

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

May 26, 2023 • 22min
The Companies and Markets show: US debt, M&S results and a pensions special
On this week's episode of the Companies and Markets Show, Deputy Companies Editor Julian Hofmann takes on the role of host in lieu of Dan Jones.Julian and co cover topics ranging from the US debt ceiling and M&S’s results, to all things self-invested personal pensions (Sipps).Will the US default on its debt for the first time in its history, or will they raise the debt ceiling again?Next up it’s M&S. How did the retailer keep customers shopping against the background of such a prevalent cost of living crunch? And what’s the latest on its partnership with Ocado? Is the grocery company past its prime?And finally, it’s on to The IC Guide to Pensions 2023. Our journalists run through the special report compiled by our expert personal finance team, which covers everything from strategies to boost your pension to the best assets to hold in your Sipp.Julian Hofmann is joined by Mark Robinson, Jemma Slingo and Val Cipriani.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.

May 19, 2023 • 32min
The Companies and Markets show: British Land, luxury shares and outer space
In the latest episode of the Companies and Markets show, our team delve into the British Land results. What do they tell us and is there a valuation risk here? It’s then on to this week’s cover feature, on the ‘space economy’. The team discuss investment opportunities for UK investors wanting to get a piece of the action.LVMH’s decision to not split its shares has our economics expert questioning whether investments in a luxury company can be a status symbol. And what impact do stock splits have?Finally, the interim results of easyJet. Does the future look sunny for the budget airline?Dan Jones is joined by Mark Robinson, Julian Hofmann, Hermione Taylor and Michael Fahy.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.

May 12, 2023 • 25min
The Companies and Markets show: Banks, the American dream and Wetherspoons
The episode begins with an examination of the recent fall in Virgin Money’s profits. What drove it and what lies ahead for the bank?The team then go on to this week’s cover story on British stocks moving listings to the US. How big of a trend is it? And are companies right to see the US as the magical solution to boost their valuations?Finally, a trading update from JD Wetherspoons. Positive news from the pub company who had their busiest Saturday ever at the start of May. But what about cost of living pressures? Can consumers be relied upon to keep buying drinks though prices are rising?Dan Jones is joined by Julian Hofmann, Jemma Slingo and Mark Robinson.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.

May 5, 2023 • 31min
The Companies and Markets show: Manufacturers, AGMs and the energy transition
In this week’s Companies and Markets show, the panel discuss specialist manufacturer Morgan Advanced Materials' results and digs into what drove revenues in 2022. The team then talk annual general meetings and unpick the obstacles that have arisen since conferences began to move online. Lastly is our latest cover story on the energy transition, discussing UK stock picks and giving listeners an insight into threats facing renewables investment trusts.Dan Jones is joined by Mark Robinson, Val Cipriani and Jennifer Johnson. 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.

Apr 28, 2023 • 34min
The Companies and Markets show: AI prospects, AB Dynamics and an LSE update
In today’s episode, the IC cohort talk tech, from Meta and Alphabet’s results to Microsoft’s run in with the CMA. It’s then on to AB Dynamics and their product development progress that could alter heavy vehicle transit. And last but not least, the latest figures from the London Stock Exchange are discussed. Dan Jones is joined by Arthur Sants, Michael Fahy, Mark Robinson and Julian Hofmann. 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.

Apr 21, 2023 • 41min
The Companies and Markets show: WH Smith, investment trusts and beating the market
In this week’s episode of the Companies and Markets Show, the team discusses WH Smith’s international expansion. Will it prove a wise move for growth? Discount widening across the investment trust sector follows, and the panel is then joined by ex-IC ideas editor, Algy Hall, who discusses all things stock screens and his newest book Four Ways to Beat the Market. Dan Jones hosts Julian Hofmann, Alex Newman, Dave Baxter and Algy Hall.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.

Apr 14, 2023 • 36min
The Companies and Markets show: Tesco, 'greedflation' and the next big market story
On this episode of the Companies and Markets show, Dan Jones is joined by Christopher Akers to review our result of the week: Tesco.Following in the retail vein, PZ Cussons is next under the microscope, with the manufacturer noting some margin pressures in Thursday's trading update. Finally, crystal balls out, it's our discussion of what the next big market story will be. Alex Newman is on hand to talk through his long read on the topic.Dan Jones hosts Alex Newman and Christopher Akers.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.

Apr 6, 2023 • 34min
The Companies and Markets show: Hilton Food, Dignity and an array of M&A
In this week’s episode of the Companies and Markets show, Dan Jones opens with a conversation with Mark Robinson on the meat-packing and seafood business Hilton Food Group.Then Jemma Slingo talks funeral provider Dignity, which despite a deal on the table is struggling with competition, debt and staff shortages.Lastly, the discussion moves on to unpack notable offers and takeovers announced in the past week, including real estate manager Blackstone’s deal for Industrials Reit, Glencore’s bid for Canadian miner Teck and the Rathbones-Investec Wealth merger.Dan Jones hosts Mark Robinson, Jemma Slingo and Julian Hofmann.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.

Mar 31, 2023 • 32min
The Companies and Markets show: The dollar's demise and saving the City
On this week's episode, our result of the week is the British engineering business Smiths. Mark Robinson takes us through its latest results. And before leaving companies news, Christopher Akers is on hand to discuss Irn Bru maker AG Barr. Next up is IC economist Hermione Taylor on whether the hegemony of the dollar could come to an end. Could it be a digital currency that gives it the push? And finally, what are the Edinburgh Reforms and what do they mean for investors? That's what Christopher Akers explores in this week's long-read.Alex Newman hosts Hermione Taylor, Christopher Akers and Mark RobinsonInvestors' 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.

Mar 24, 2023 • 37min
The Companies and Markets show: Rentokil & Credit Suisse
On this week's episode of the Companies and Markets podcast, pest control company Rentokil is our result of the week, its strong recent performance landing it on Alex Newman's stock screen radar. Next up is the continued turmoil in the banking sector, with Credit Suisse under the microscope after its emergency rescue by UBS. And it's not the only bank under pressure... Julian Hofmann is on hand to help break it down. Finally, with the IC's Isa special edition out this week, FT consumer editor Claer Barrett joins the show to discuss her new book: 'What they don't teach you about money'. 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.


