Investors' Chronicle

First up on this episode of the Companies and Markets show is Kingfisher under the spotlight, with Dan Jones welcoming Christopher Akers to the pod. Then it's onto economic moats - what makes an economic moat and in which sector can you find the best one? It comes off the back of Alex Newman's article discussing the research of fund manager and analyst Michael Mauboussin (who we spoke to for an IC Interview podcast in June 2020).And finally Arthur Sants breaks down Netflix's attempted pivot towards profitability and the introduction of a cheaper subscription which will include advertisements. 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.

IC deputy editor Dan Jones is joined on this episode by Dan McCrum, part of the Financial Times investigations team and author of Money Men, the story of the Wirecard scandal he helped uncover (now adapted as the Netflix documentary Skandal). Dan began investigating Wirecard following contact with a whistleblower in 2015, uncovering evidence of widespread fraud, and finally saw the company declare insolvency in 2020. In this podcast he discusses the process of discovery, fighting accusations of market manipulation, why the warning signs were missed, and much 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 Companies and Markets show, the team discuss a reality check for hydrogen hope ITM Power (ITM), whose annual results sparked a steep sell-off in the company’s shares on Wednesday.Economics writer Hermione Taylor then outlines the debate over ‘Trussonomics’, looking at government policies and their potential impact on the UK economy, sterling, and the gilt market.Last but not least, Jennifer Johnson runs the rule over latest figures from Advanced Medical Solutions (AMS) and Abcam (ABC), as well as the latter’s plans to delist from Aim.Dan Jones hosts Julian Hofmann, Hermione Taylor, Jennifer Johnson and Alex Newman.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 Companies and Markets Show associate editor and guests delve into recent results from fund manager Ashmore and what they could signify about the wider emerging markets picture. The team also discuss a raft of mid cap oil & gas results, the follow up to our recent exclusive on Hargreaves Lansdown offering certain clients preferential fees and then Dave Baxter and Alex take a closer look at this week's cover feature, our Top 50 Funds for 2002. Guests are Mark Robinson, 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.

Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology sector need to be more discerning around which areas might struggle, and which could benefit? To see the full podcast series visit https://www.allianztechnologytrust.com/en-gb/videos-podcasts-and-reading.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 Companies and Markets show, shipping company Braemar is under the spotlight as our result of the week, and with transactions on the rise as Covid-19 effects start to dissipate investors are starting to be bullish.Then it's over to our long-read, as Alex Hamer joins the pod to discuss his feature Shell and BP: time for a rethink.And finally the panel analyse what is driving the weakness in the price of Sterling, and ask which companies are the beneficiaries/losers...Dan Jones hosts Alex Newman, Alex Hamer, Mark Robinson and Michael Fahy.Timestamps:00:00 - Intro00:28 - News roundup03:00 - Result of the week: Braemar (and shipping)12:14 - Shell and BP: time for a rethink24:04 - Sterling's weaknessInvestors' 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.

Anthony Cross, co-manager of the popular Liontrust Special Situations fund, talks to Dave Baxter about the good and bad news coming out of his portfolio in this IC Interviews episode. This broad discussion covers the prospects of a variety of stocks and sectors, from challenges at Hargreaves Lansdown to the effect of recession worries on recruiters and property names, as well as an assessment of the slimmed-down GSK and a look at how rampant M&A activity has affected the fund.Timestamps:00:00 - Intro01:12 - Areas of resilience and areas of concern04:38 - PageGroup and economic forecasting07:34 - Holding investment platforms09:56 - Hargreaves Lansdown13:35 - Not owning 'neo-brokers'14:44 - GSK (and Haleon)18:32 - M&A/corporate activity21:17 - Opportunity set in 202224:00 - Does the size of the fund effect cash deployment?26:27 - Moving into the investment trust space27:34 - Exposure to BP and ShellInvestors' 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 a bumper episode of the Companies and Markets show Dan Jones hosts first a discussion of online versus in-person retailers, leading into Cineworld's bankruptcy struggles. Then oil services Hunting and Wood Group are in the spotlight (for different reasons), as is Anglo Pacific. Jennifer Johnson then joins the pod for the first time to look through her piece on Blockbuster drugs; which pharma companies still have these billion-dollar assets in the pipeline?And finally funds editor Dave Baxter joins the pod to discuss his scoop on Hargreaves Lansdown's secret offer to one customer who was seeking to up sticks.Dan Jones hosts Mark Robinson, Julian Hofmann, Alex Newman, Jennifer Johnson 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.

On this episode of the Companies and Markets show, the Dan Jones and co discuss the gambling sector after a raft of recent updates from the likes of 888, Entain and Flutter. Then it's Balfour Beatty's turn in the spotlight with the group’s UK construction arm returning to profitability after a difficult pandemic. Finally, Alex Newman talks through his long read this week: Navigating the storm. It's a piece which discusses how equities are still the best place for your money based on the historical evidence, particularly in tougher times. Dan Jones hosts Mark Robinson, Julian Hofmann, and Alex Newman.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.

IC columnist and day trader Michael Taylor sits down with Dan Jones in this episode of the IC Interviews podcast. In a wide ranging discussion, Michael discusses the current state of the market and his personal methodology, including why he never averages down, his preferred way to manage risk, and finding hot stocks. 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.