Investors' Chronicle

We begin with the £42bn mega-merger between Anglo American and Teck Resources. Commodities expert Alex Hamer lays out what the deal is, the strengths Anglo will gain from it, and its investment case moving forward. It’s then on to Aim-traded Property Franchise Group with Mark Robinson. The recent results show momentum is strong, with many of its divisions performing well. Mark and Dan take a look at its valuation case against the market backdrop. DIY chain Wickes has demonstrated resilience in the face of a relatively flat home improvement market. Erin Withey shares where the company is taking market share and why the market didn’t react much to its interim results. Timestamps1:16 Anglo American - Tech Resources Merger17:45 Property Franchise Group29:34 WickesInvestors' 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.

We start with this week’s Big Read by Chris Akers on Europe’s stand-out stocks, which have been beating their US counterparts. Chris lays out the background for the piece, the positives and the negatives on the continent, and highlights the sectors and countries investors may be particularly interested in.Next up, investment clubs. Many of our listeners will be well-versed on the topic, but for those who are not, Holly McKechnie lays out what they are, the number of clubs in the UK at the last count and their future in light of Interactive Investors’ announcement.Last up, Mark Robinson talks through Uniphar’s (UPR) latest results. The Irish Aim-traded pharmaceutical company’s share price has doubled in the past year, so Mark and Dan unpack what went right and how tariffs may affect the business. Timestamps1:22 European markets15:21 Investment clubs23:34 UnipharInvestors' 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.

We start with commodities expert Alex Hamer, the author of this week’s Big Read on nuclear power. Tech giants' need for the contentious energy source has revived plants around the globe. Alex unpacks what this means for the industry so far, and the prospects for the uranium market and small modular reactors (SMRs). Next up, the world’s most valuable company, Nvidia (NVDA). New York-based reporter Arthur Sants discusses the company’s latest results, the uncertainty regarding sales to China, as well as Intel’s two recent big investors: the US government and SoftBank. Alex Newman also weighs in on the subject. Mark Robinson covers Boohoo’s (DEBS) recent, delayed results, which showed some overhang from its old business. It’s move to be a third-party seller, similar to that of M&S (MKS) and Next (NXT) could be fruitful, but the competition is rife. Listen to find out more. Timestamps1:30 Nuclear 15:48 Nvidia 37:07 BoohooRead more on these topics How to invest in the world’s nuclear futureNvidia beats expectations despite China uncertaintyBoohoo cuts inventories and capexInvestors' 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.

We begin with Mark Robinson talking PensionBee’s (PBEE) results. The company’s marketing push in the US was a key theme in its latest update, a region where it sees a big opportunity. Mark and Dan discuss how both its US and UK arms are faring, as well as its valuation case.Next up, Holly McKechnie discusses our latest Big Read on beating the trap of leasehold properties. Holly and Dan unpack everything from how to spot issues when renting or buying a leasehold to the impact Labour’s reforms will have.Last up, Valeria Martinez covers whey-based protein products producer Applied Nutrition (APN). Its second-half results showed good performance thanks to well-received product launches. Valeria explains why momentum is on the company’s side.Timestamps 1:25 PensionBee18:00 Leaseholds34:48 Applied Nutrition 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.

We begin with Hugh Moorhead and recent results from Savills (SVS), which were in line with expectations. Hugh and Dan unpack what divisions brought in the highest profits, a breakdown of a handful of global performances, and what the business’s valuation appears to be.Next up James Norrington joins to unpack our latest Big Read on sum-of-the-parts valuations. James explains the thinking behind the piece, how it can help find stocks trading at less than their worth, and how to tell if a company is focusing on the right part of a business.Lastly, Julian Hofmann covers Novo Nordisk (DK:NOVO.B), which saw shares rise after Eli Lilly’s (US:LLY) oral weight-loss pill underwhelmed regulators. Competition is still fierce in the sector, but a new Novo CEO could give the company the boost it needs. Read more on these topics How to spot undervalued sharesDeep DivesTimestamps 1:16 Savills13:41 Spotting undervalued shares26:33 Weight loss drugsInvestors' 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.

Valeria Martinez, a savvy analyst of company results and market trends, dives into the latest figures from asset manager Jupiter, questioning its recovery trajectory. She also explores the intricacies of retirement planning, explaining how to identify your retirement profile and manage assets for financial security. Lastly, Valeria discusses the impressive cash position of Science Group following its activist campaign against rival Ricardo, outlining the company's strategic shifts and growth potential amid market challenges.

This week, Centrica (CNA) announced it had acquired 15 per cent of the East Suffolk Sizewell C nuclear plant. Commodities expert Alex Hamer looks into the deal and how it will affect taxpayers and shareholders, alongside Centrica’s latest results.Next, Mike Fahy covers our Big Read on global hidden gem companies. Dan and Mike unpack some of the stocks included and why we chose them, and the ways investors can access them. Last up, Hugh Moorhead joins the panel to discuss two companies that need little introduction: Coca-Cola (US:KO) and PepsiCo (US:PEP). Hugh looks at the differences between their operating models, pricing power, and innovations. Listen to find out everything investors need to know.  Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTubeTimestamps 1:28 Centrica14:58 Global hidden gems25:38 Coke versus PepsiFind out more about these topics: Centrica sizing up nuclear ambitionHidden gem stocks from around the world Coke versus Pepsi: Why investors have a clear favouriteInvestors' 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.

After a two-month hiatus, Alex and Lord Lee reunite in the Financial Times studio to cover the latest updates on ten stocks from Lord Lee’s portfolio and questions sent in by listeners. From his thoughts on his biggest holding M&G (MNG) to Cerillion (CER) CEO Louis Hall’s decision to sell a chunk of his holding, Lord Lee shares his invaluable knowledge acquired through his half-century career in investing. As usual, the episode wraps up with an update on Lord Lee’s portfolio, with the latest buys and sells, including one of Simon Thompson’s 2025 Bargain Shares.Timestamps00:13 Introduction00:51 Lord Lee’s take on the market2:54 The government’s growth agenda4:58 M&G9:36 PZ Cussons13:04 Treatt15:32 Listen question on Cerillion18:02 Braemar’s decision to cut its dividend20:58 Reduction in Supermarket Income Reit22:48 Two new positions28:19 Updates from Lord Lee’s long-term holdingsListen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTubeInvestors' 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.

Alex Newman, a financial expert at Investors' Chronicle, discusses Ilika, a pioneering solid-state battery company, highlighting its potential in the EV market while cautioning on speculative investment risks. Dave Baxter, the funds editor, shares insights from the refreshed Top 50 ETFs list, revealing strategies for building cost-effective portfolios amidst market volatility. The conversation also dives into Trifast's recovery efforts as it navigates challenges from tariffs and aims to regain profitability, marking a significant turning point for the fastener supplier.

In recent memory, the story of Waspi women has brought into sharp focus the issues surrounding women and their pensions. With many women spending some time out of full-time employment for a variety of reasons, but most notably due to childcare, pensions contributions are often neglected but vitally important to financial security in later life. In this episode of Women and Wealth, the video podcast series from Investors' Chronicle, we look at the topic.Personal finance editor, Val Cipriani and digital production journalist, Madelaine Apthorpe discuss the topic that feels far away but should be in any young woman's thoughts as they enter the workforce. The Pensions and Lifetime Savings Association estimates that in order to retire on a moderate standard, not even a comfortable one, you need £31k a year if you are single and almost £22k each as a couple. This assumes you have already paid off your mortgage by the time you retire and it’s after tax. Scarily, AJ Bell calculated that that is the equivalent of a pension pot worth £490,000 for a single person, or a combined £515,000 for a couple.That's why in this episode, Val and Madi look at ways to maximise your pension pot. They discuss how your employer can help with pension contributions and what you should be doing to boost your retirement income now. Val also answers our reader's question on how you can invest your pension and make sure it's managed correctly. Val explains time horizons, decoding your pension statements and ways to benchmark performance.Women and Wealth is a six part podcast series from Investors' Chronicle. You can listen and watch the episodes, alongside our other podcasts, on Apple, Spotify and YouTube.You can also find out more about pension planning with Investors' Chronicle pensions masterclass series.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.