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
Sep 8, 2021 • 39min
Azeem Azhar: "The best deep tech funds are heavily oversubscribed"
Azeem Azhar is a renowned thought-leader, entrepreneur and investor in the tech industry. In this podcast, he talks to Lauren Almeida about the exponential rate of tech development and how society - and investors - can keep up.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.
Sep 1, 2021 • 32min
Somerset's Mark Williams: China crackdown "a reality check rather than a change"
From internet giants like Alibaba (US:BABA) to education and property companies, the recent regulatory crackdown in China has sent many leading Asia stocks into a tailspin. Is this an investment opportunity, a warning or a simple reminder of the risks in the developing world?In this chat with Dave Baxter, Asia and emerging market fund manager and Somerset Capital partner Mark Williams looks at what recent events mean for investors, and where potential winners and losers might be found.Note: some technical issues may affect the sound quality of this episode at points. Also, our guest's reference to a sell-off from 2005 was actually a reference to the Chinese equity sell-of 2015.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.
Aug 25, 2021 • 30min
Jason Hollands: “Most fund companies have some disappointing funds”
Active fund managers have gradually been losing market share to cheaper, passive alternatives. Yet the best active funds have significantly outperformed their benchmarks over long time periods.In this interview, Jason Hollands, managing director at Tilney Smith & Williamson discusses what we can learn from Bestinvest’s latest ‘Spot the Dog’ fund report, where active management works best and what makes a good fund manager.He also sheds light on wider asset allocation questions, such as the relative attractiveness of different equity regions, how fixed income and alternatives might sit within an investment portfolio and the optimal number of funds for an investor to own.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.
Aug 25, 2021 • 18min
Partner content: Silicon Valley byte size - Enter the golden age
This podcast episode from Allianz Technology Trust, looks at the ‘new normal’ post-pandemic where remote working will mix with on-site working where possible. The team discuss how this will benefit businesses that can make this new hybrid workplace both effective and efficient. Furthermore, new generations have changing expectations of work. Combined with demographic changes globally, there will be increasing problems for companies trying to fill positions. Technology will have a crucial role to play in covering rote and mundane tasks, leaving people free to drive businesses forward. To see the full podcast series visit https://www.allianztechnologytrust.com/podcast/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.
Aug 19, 2021 • 27min
Nick Greenwood: “There’s always something coming in and out of favour”
There are lots of reasons why investment trusts swing to discounts, and spotting those that might soon tighten can significantly boost shareholder returns. That’s the business of Miton Global Opportunities (MIGO), which looks to own trusts with potential for a narrowing discount as well as net asset value growth. In this interview, manager Nick Greenwood tells Leonora Walters how he identifies trusts that might soon re-rate, where he sees the best value among investment trusts currently and how investment trusts’ expansion in alternative assets has boosted the opportunity for his fund. 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.
Aug 11, 2021 • 41min
Chrysalis' managers: “We want as vibrant IPO market as possible”
Chrysalis Investments (CHRY) has made considerable gains by backing a small number of rapid growth companies, with a heavy weighting in fintech.In this interview, co-managers Nick Williamson and Richard Watts tell Mary McDougall why they aim to invest in companies before flotation and why they believe the opportunity for so-called crossover investors is huge.Discussing the investment case for Klarna, Starling Bank, Wise and The Hut Group (THG), they explain why they think their holdings are attractively valued and advise on the key metrics to look out for when companies come to market.Chrysalis Investments launched in November 2018 and has grown to a market capitalisation of around £1.4bn, with the share price almost doubling in the past 12 months.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.
Aug 6, 2021 • 40min
Lord Macpherson: "We're all addicted to consumption and housing inflation"
The stimulus needed to support the economy over the pandemic has caused a spike in public debt and rising inflation fears. To help make sense of what might come next, Nick Macpherson, former Treasury chief, tells Mary McDougall how he thinks the government should approach bringing the nation’s debt under control, and why it matters.Discussing the problems with austerity, the distributional consequences of quantitative easing and the fixation of every government to prop up the housing market, Macpherson explains why he has been calling for a new social solidarity charge, as a temporary tax. Macpherson joined the Treasury in 1985 and served as Permanent Secretary to the Treasury from 2005 to 2016. He is currently chairman of Hoare’s Bank and a non-executive director of both British Land (BLND) and Scottish American Investment Trust (SAIN).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.
Aug 4, 2021 • 36min
Temple Bar's Lance and Purves: "Dixons Carphone has a better market position than Amazon"
Temple Bar Investment Trust (TMPL) has surged ahead in the last year but its focus on "old economy" UK stocks may be off-putting for some. In this interview RWC Partners fund managers Ian Lance and Nick Purves, who took over the portfolio last year, make the investment case for Big Oil, miners, some retail names and other stocks some investors love to hate.In this interview with Dave Baxter, they also discuss how they approach value investing, the outlook for UK dividends and which parts of the market would win - or lose - during a prolonged bout of inflation.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.
Aug 2, 2021 • 13min
Partner Content: A Value View Podcast – The UK Five Years on
In this podcast episode from The Merchants Trust, portfolio manager Simon Gergel looks back over the five years since the Brexit referendum where many different factors combined to create a particularly extraordinary and challenging period for the UK market. However, the trick has been to look through the various market uncertainties and using that lens, many mispriced opportunities have presented themselves. To see the full podcast series visit https://www.merchantstrust.co.uk/podcast/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, 2021 • 40min
Tim Creed: Woodford Patient Capital overhaul is "often two steps forward, one step back"
Tim Creed and his colleagues certainly have their hands full, having taken over the former Woodford Patient Capital trust in 2019. They also work on a separate trust, Schroder British Opportunities (SBO), which launched late last year with a focus on the "once in a generation" demand for post-pandemic finance among listed and unlisted entities in the UK. In this interview, Creed talks to the IC's Dave Baxter about the listed and unlisted UK stocks the trusts focus on, how the portfolios differ and where his team is investing.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.
