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
Aug 12, 2022 • 26min
The Companies and Markets show: Canaries in the coalmine
On this episode of the Companies and Markets show, we review results season and ask where the canaries in the coalmine have been, and consequently who has to look out for the second half of the year. This chat covers PageGroup, WPP, Rotork and more.Then, Jemma Slingo is on hand to discuss her long-read this week: Electrification's hidden winners. She takes a deep dive into an unheralded range of companies could be set to benefit from the electric revolution (and no, they're not all electric car makers).Dan Jones hosts Jemma Slingo, Mark Robinson and Julian Hofmann.Timestamps:00:00 - Intro01:09 - News roundup03:16 - Companies to keep an eye on in H212:57 - Electrifications hidden winnersInvestors' 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.
Aug 5, 2022 • 38min
The Companies and Markets show: Pearson, Rolls-Royce, and the UK audit market
On this week's episode, Dan Jones hosts Alex Newman, Mark Robinson and Michael Fahy to discuss two potential turnaround stocks in Pearson and Rolls-Royce, as well as a discussion of the UK audit market off the back of Michael's long read: Spotting the warning signs.Timestamps:00:00 - Intro01:08 - News roundup03:30 - Result of the week (1): Pearson13:13 - The UK audit market27:30 - Result of the week (2): Rolls-RoyceInvestors' 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 29, 2022 • 26min
The Companies and Markets show: Which companies are most inflation proof?
On this week's episode, Dan Jones welcomes Mark Robinson to the studio to discuss some of the companies best placed to cope with inflation. Their discussion starts with Unilever - a company with a stable of household names, that has consequently been able to pass on price increases to consumers in the past.Julian Hofmann then joins the pod to expand the conversation to include Reckitt Benckiser and Diageo as other potential inflation-proof companies, and look into a wider methodology of inflation-proofing your portfolio. Finally, the panel discuss recent results from banker's Lloyds and Barclays - is there any life left in these traditional high-street establishments?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 28, 2022 • 26min
IC Interviews: Jon Forster (Impax Environmental Markets)
It’s not been an easy year for environmentally focused funds, as the market rotation into value-focused equities has delivered a body blow to the share prices of the many innovative growth companies seeking solutions to global environmental problems. Our guest on this week’s pod is Jon Forster, co-manager of the Impax Environmental Markets investment trust. IEM is the largest in the closed-ended sector at more than £1.3 billion AUM; it soft-closed to new investors in 2020. Forster talks to Faith Glasgow about how the environmental market universe has changed over the past 20 years since IEM launched, the macro challenges of the past few months and how the managers have used that market volatility, and the key opportunities emerging within this rapidly evolving investment arena. 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 25, 2022 • 14min
Partner Content: Connected Investor Podcast - Seeing stars (and stripes)
The US economy is the driver of much of the world’s growth. Is it on the ropes as inflation soars and interest rates are hiked, as is being suggested by many commentators? Or are investors selectively ignoring some more favourable signals? Plus, what is the wider global context, particularly diving below the macro-economic factors to the fortunes of individual companies?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 22, 2022 • 29min
The Companies and Markets show: Mining fortunes, comparing economic eras, and why won't companies list in London?
On this week's episode, Alex Hamer returns to the podcast to assess BHP and Rio Tinto's more recent fortunes - are we reaching a turning point of their success?Then, the IC's economics writer Hermione Taylor makes her debut to ask whether we should be comparing our current era with the 1970s and 1990s, which has been a popular refrain among observers. Finally, the panel discuss the reluctance from some companies to list in the UK, particularly off the back of Cambridge biotech company Abcam to abandon it's London listing for the Nasdaq.Dan Jones hosts Julian Hofmann, Alex Hamer 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.
Jul 15, 2022 • 39min
The Companies and Markets show: Haleon listing, the business of psychedelics, and a European gas crisis
On this week's show, we get the breakdown on GSK spinoff Haleon which is set to list next week.Then Arthur Sants takes a fascinating dive into the business of psychedelic drugs, and whether they can be the future of depression and anxiety treatment.Finally, the panel look into the potential European gas crisis, with the threat of Russian pipelines being turned off hanging over the continent.Dan Jones host Alex Newman, Alex Hamer, Mark Robinson and Arthur Sants.Timestamps:00:00 - Intro01:00 - News roundup02:49 - GSK spinoff Haleon listing previewed13:24 - Can psychedelics be the future of anxiety treatment?23:16 - A looming European gas crisis?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 8, 2022 • 31min
The Companies and Markets show: Robert Walters, Top 50 ETFs, and the dangers of investing in unlisted assets
On this week's episode of the Companies and Markets show, recruiter Robert Walters is the result of the week; how long can they continue to ride the skills shortage? Then IC funds editor Dave Baxter joins the pod to talk through this week's cover feature: The Top 50 ETFs 2022.Finally, the panel discuss the dangers of investing in unlisted, illiquid assets, specifically looking at Jupiter Investment Trust's reliance on it's Chrysalis Investment Trust holding.Dan Jones hosts Mark Robinson, Alex Newman, 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.
Jul 1, 2022 • 31min
Companies and Markets show: Wise, small-cap bosses, and investment clubs
On this week's Companies and Markets Show, Arthur Sants examines whether payments app Wise can maintain its impressive growth rates, the team discusses ways to spot the best smaller company bosses, and Dave Baxter explores an increasingly neglected corner of the private investor landscape: share clubs.Dan Jones hosts Mark Robinson, Julian Hofmann, Arthur Sants and Dave BaxterInvestors' 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 24, 2022 • 33min
The Companies and Markets show: Ocado, DS Smith, Lessons from VCs
Welcome to the wonderful world of cardboard boxes as we review packaging business DS Smith as our result of the week! Companies writer Jemma Slingo brings her insight here.Then Alex Newman talks through his long-read this week: 'Lessons from high-growth investors', before finally Madeleine Taylor joins the pod to break down Ocado's latest bout of fundraising and prospects for the future.Dan Jones hosts Alex Newman, Mark Robinson, Jemma Slingo and Madeleine 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.
