Investors' Chronicle

Investors' Chronicle
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Jan 27, 2021 • 45min

Keeping healthy

It’s been a mixed year for the health and fitness industry. On the one hand, gyms, clubs, and pools have all had prolonged periods of closure, but on the other, you only need to go down to your local park at the weekend to witness the crowds of walkers, runners and cyclists.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.
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Jan 22, 2021 • 38min

Alpha Podcast: Staying Positive

On this week's Alpha podcast John and Phil go on the hunt for more shares with the feelgood factor, despite some worrying words in Terry Smith's latest Fundsmith letterInvestors' 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.
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Jan 20, 2021 • 36min

Trumped by Twitter

Donald Trump’s ban from Twitter, Facebook and Snapchat has put private media groups under the spotlight. Were they right to do it? Should social media be self-regulated or does it need an external body?And are the regulators of the mainstream media even getting it right? We answer all those thorny questions in our first episode of 2021.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.
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Jan 15, 2021 • 29min

Alpha podcast: Lockdown winners

On this week's Alpha Podcast John Hughman and Phil Oakley talk about the prospects for three companies that have seen business boom as a result of Covid-restrictions: Games Workshop, Frontier Developments and Just Eat Takeaway.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.
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Jan 5, 2021 • 15min

Graham Harrison: 'Chasing after returns is always going to have some risk"

The destruction of risk free returns thanks to low interest rates means investors have to understand the risks inherent in chasing gains from assets like shares. James Norrington talks to Graham Harrison, Managing Director of Asset Risk Consultants (ARC) about the challenges facing portfolio managers.ARC runs the Private Client Index series, a selection of dynamic risk-weighted benchmarks for the asset management industry, based on over 250,000 contributing portfolios from 108 asset management firms worldwide. 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.
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Dec 30, 2020 • 47min

James Anderson: “Tesla’s rise is a symbol of a revolution in energy”

Baillie Gifford’s flagship fund, Scottish Mortgage Investment Trust (SMT), has delivered eye watering returns in recent years. In 2020 alone, the fund’s net assets doubled to over £18.5bn. In this interview, the trust’s co-managers James Anderson and Tom Slater tell Mary McDougall where the next leg of growth is and how they approach finding the next stock market stars. Mr Anderson says we are entering a period of change unrivalled since the industrial revolution, and they both defend their continued support of Tesla, the fund’s largest holding. 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.
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Dec 24, 2020 • 52min

Jeremy Grantham: “We have to run as if our lives depend on it”

Jeremy Gratham, co-founder of GMO Asset Management speaks to Nilushi Karunaratne about whether companies, governments and investors are taking enough action on climate change, what he hopes to see from the incoming Biden administration and how investors should see climate change as an opportunity for their portfolios.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.
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Dec 21, 2020 • 23min

Randy Smallwood: I don’t think we’re anywhere near the highs of gold and silver

Wheaton Precious Metals chief executive Randy Smallwood on the steaming business model, gold's prospects and how to operate in a world where ESG is getting more and more important. Plus why Wheaton has added a London listing.Looking for more? We dive into Wheaton's business model.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.
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Dec 18, 2020 • 39min

The Alpha Podcast: Tech, takeovers and the trouble with momentum

On this week's Alpha Podcast John Hughman and Phil Oakley discuss the crazy world of unicorn IPOs, the bidding war for Codemasters, and why Avon Rubber's share price has been stopped in its tracks.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.
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Dec 16, 2020 • 34min

Not your normal finance show: Covid-Christmas!

With Christmas only a week and a half away, we thought we’d attempt to bring the festive cheer with a look at Christmas shopping. 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.

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