Investors' Chronicle

Dan Jones is back talking to our very own Simon Thompson, the IC's small cap expert. Simon chats through how his Bargain Shares portfolio has fared in a difficult year for markets, what investors should be mindful of in the current environment, the outlook for the year ahead, and much more! -Simon Thompson's latest book Successful Stock Picking Strategies and his previous book Stock Picking for Profit can be purchased online at www.ypdbooks.com at £16.95 each plus £3.95 postage and packaging. Details of the content can be viewed on www.ypdbooks.com.Promotion: Subject to stock availability, both books can be purchased for £25 plus £5.75 postage and packaging.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.

Though most of us would understand what the term ‘financial health’ means, there isn’t quite an official definition. That’s a problem if we want policymakers to pay attention to this area. Ensuring we have enough money at the end of the month should be a concern not just for individuals, but for employers and financial regulators too. This is what Queen Mȧxima of the Netherlands has been campaigning for in her role as UN secretary-general’s special advocate for inclusive finance, or UNSGSA.In this episode, you’ll hear the Queen’s views on financial health and why it matters to everyone, across all countries – not just developing ones. Then, Silvia speaks to Pia Roman Tayag, the director of the UNSGSA office about where the concept of financial health fits in their longer-standing work on financial inclusion.-Links:Here is the link to the FT’s Financial Literacy and Inclusion Campaign, FT FLIC: https://ftflic.comHere are the links to Silvia’s interviews with Queen Máxima, from 2021: https://www.youtube.com/watch?v=9MZWR6ep5IQ And 2020: https://www.youtube.com/watch?v=L56k2BlbBRUTo follow Queen Máxima’s financial inclusion work on social media, you can find UNSGSA on LinkedIn, Twitter and Instagram. 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.

The latest episode of the Companies and Markets show! First up this week, James Norrington asks whether a different risk modelling approach can improve upon the 60/40 portfolio (and you read his feature on the matter here). Next up is an interrogation of the slightly more positive markets - is the rally convincing?And finally, food and ingredient producers Treatt, Cranswick, and Devro are under the microscrope. Dan Jones is joined by Alex Newman, James Norrington, 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.

There are a number of serious challenges facing the UK economy – rising energy costs, the cost of living crisis, rising interest rates and mortgage costs and supply chain issues to name a few. However, while they may not be showing signs of abating, a number of factors are becoming ‘less bad’ or at least not getting worse. Also, the UK stock market is different to the UK economy, particularly when investing at the larger end of the market capitalisation scale, where the economic exposure is more global. Given this dichotomy, could the UK market be an interesting (if challenging) place to invest with a long-term view? To see the full podcast series visit https://www.merchantstrust.co.uk/en-gb/videos-podcasts-and-readingInvestors' 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.

Dan Jones is joined by Evenlode Investment Management's Ben Peters and Chris Elliott. In a wide-ranging discussion, they talk through a difficult year for markets, which companies are best set up to counter inflationary pressures, the appeal of Microsoft over other big tech, Evenlode's long-term investment strategy, and more.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.

On this week's episode, Burberry is our result of the week following it's Q3 report showing demand has remained resilient for wallet-busting handbags and watches. Will it remain recession resilient..?Then we dive into this week's special IC feature on quality US shares. After this year’s market correction, does the US now offer better value? We break down some of the talking points. And finally, with the New York listed Manchester United potentially up for sale, we ask whether football clubs make a good investment. Dan Jones is joined by Alex Newman 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.

London mayor Sadiq Khan wants more power and financing for cities so they can deal with and find solutions to climate change. Cities, after all, are responsible for over two thirds of emissions and local administrations, says Khan, are seen as the “doers”, while national governments are the “delayers”.He thinks that mayors should be part of the UN climate conference negotiations. In fact, COP27, which is wrapping up in Sharm el-Sheikh this week, will be the last without cities at the table, he says.Does he have a point? Hear what Khan told Sustainable Views and what our correspondent Philippa Nuttall makes of his green leadership for London as she talks to Silvia Pavoni, your host.-Read Philippa’s article on why cities struggle to go carbon neutral:https://www.sustainableviews.com/why-cities-are-struggling-to-go-carbon-neutral/Find out more about Sustainable Views, here:https://www.sustainableviews.comAnd request a free trial to access all our content, here:https://survey.ft.com/jfe/form/SV_9RGu5ktcIREwMLA?_sp=3bd6bfcc-af1c-4833-b73e-3f4913d4dab7.1668705958866Investors' 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.

Dan Jones welcomes Jemma Slingo and Arthur Sants to this weeks episode of the companies and markets show!First up is a discussion of potential reversal of shipping lines' fortunes, and the opportunities therein. Then it's BT under the spotlight off the back of the bad reaction to last week's results. And finally, how are transport companies affected by train strikes? All that and more...-This podcast is sponsored by TILLIT. TILLIT is the investment platform for investors who want to make better investment decisions. Invest in a curated selection of funds, investment trusts and ETFs and get expert insights on each and every one.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.

Ahead of this year’s UN climate conference, discussions over the responsibility of the world’s richest countries towards developing economies have intensified. Emerging markets’ contribution to climate change is miniscule, but they are disproportionately hurt by its effects. Think of the catastrophic droughts, floods and hurricanes directly linked to man-made climate change that have crashed infrastructure and cost lives and livelihoods across developing countries.With COP27 being hosted by Egypt, and African governments increasingly pushing back against requests to keep fossil fuels in the ground (as this would slow economic growth), will there be new solutions on the negotiation table? Will this be the Africa COP?Silvia chats to James King, one of our correspondents who has recently written about Africa, and to Gillian Marcelle, a development finance expert with sanguine views on the urgency of the issue - and on how to fix it.-You can read James’s deep-dive here: https://www.sustainableviews.com/african-governments-push-to-close-the-climate-funding-gap/This is Gillian’s opinion piece on sustainable finance: https://www.sustainableviews.com/sustainable-investment-is-a-first-world-option/Here are the views of the Net-Zero Asset Owner Alliance chair Guenther Thallinger: https://www.sustainableviews.com/blended-finance-has-its-time-come/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.

On this week's episode, Dan Jones welcomes Jennifer Johnson to talk GlaxoSmithKline (GSK) - they've made a good start to life post Haleon split, but are they a one-trick pony at the moment?Then Mark Robinson dives back into the Aim 100, with two more interesting stocks from our special review of the top 100 companies in Aim (by market capitalisation).And finally, Val Cipriani makes her podcast debut with a look at private equity trusts.Dan Jones hosts Jennifer Johnson, Val Cipriani and Mark Robinson.-This podcast is sponsored by TILLIT. TILLIT is the investment platform for investors who want to make better investment decisions. Invest in a curated selection of funds, investment trusts and ETFs and get expert insights on each and every one.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.