Investors' Chronicle

Investors' Chronicle
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Oct 7, 2020 • 31min

Not your normal finance show: Boohoo's bad business

Boohoo’s ethical misdemeanours have not translated to poor sales or share price growth. But could the environmental and social concerns raised by the company’s recent enquiry have repercussions across the garment industry? 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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Oct 5, 2020 • 32min

Blake Hutchins: “I would implore UK investors not to be too downbeat on our companies”

The UK dividend bloodbath has been one of the major challenges facing investors in 2020 and the outlook remains far from certain. Blake Hutchins, co-manager of Trojan Income, a defensive and highly successful UK equity income fund, is well acquainted with all these issues. In this interview he tells us why there may still be hope for UK equity income, but also why investors do need to be more selective than ever to succeed in this market. 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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Oct 2, 2020 • 36min

The Alpha Podcast: Don't write off retail

On this week's Alpha podcast, John and Phil head to the shops to see which retailers are surviving – and even thriving – in the face of the pandemic. If you don't subscribe to Alpha already, you can sign up for a four week trial for just £4 by clicking on the following link: investorschronicle.co.uk/TryAlphaInvestors' 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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Sep 30, 2020 • 35min

Not your normal finance show: Always working

Are we ever going back to the office? Will working life return to normal when the threat of coronavirus has passed? How will businesses in the hospitality and travel sectors survive?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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Sep 25, 2020 • 36min

The Alpha Podcast: Travel crunch

On this week's IC Alpha Podcast John and Phil talk about two companies in the travel sector that have borne the brunt of Covid-19 and may have further pain to come, why lockdown is proving good news for one specialist retailer, and a distributor that's expanding despite the difficult economic backdrop.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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Sep 23, 2020 • 32min

Staying put

Google searches for the word ‘staycation’ have spiked in 2020. Brits fearing unpleasant air travel, hostile international hosts or an unexpected two weeks of enforced quarantine on return to the UK have opted to holiday in these green and pleasant lands.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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Sep 21, 2020 • 28min

Mike Riddell: “Inflation is the enemy for all financial asset classes”

Government bonds were one of the only reliable portfolio diversifiers when equity markets crashed earlier this year, but they now face several pressing questions. Are they too expensive, and will they still work in the next sell-off? What will the future hold for bonds more generally?Mike Riddell, manager of the Allianz Strategic Bond fund, has successfully navigated recent bouts of volatility by taking a flexible approach to fixed income. In this interview, he tells us what the future might hold for the asset class and where he sees value (and risk).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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Sep 18, 2020 • 29min

The Alpha Podcast: What next for Next and the housebuilders?

On this week's episode, John Hughman and resident analyst Phil Oakley discuss the state of play for the housebuilders with the help of this week's results from Redrow. Plus what Next can do in response to the evolving retail sector and how Ocado has found itself in the Covid-19 sweet spot. But is Phil convinced?If you don't subscribe to Alpha already, you can sign up for a four week trial for just £4 by clicking on the following link: investorschronicle.co.uk/TryAlphaInvestors' 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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Sep 16, 2020 • 23min

Beer is best

The pub feels like just the right place to launch the Investors Chronicle’s brand new podcast, especially as the topic up for discussion in episode one is beer. 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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Sep 14, 2020 • 33min

John Kay: “I’m coming to the conclusion that the public equity markets as we know them are a 20th century phenomenon”

Professor John Kay has held a host of the UK’s leading economic advisory and academic positions. In early 2020, he published an incredibly prescient book alongside Lord Mervyn King which lays out the dangers of economic modelling when attempting to deal with crises. Reassuringly, Radical Uncertainty: Decision making for an unknowable future, shows that we can make good decisions, even in a very unreliable world.In this interview, Mary McDougall talks to Professor Kay about how he came to write his book, how its conclusions can be applied to the threats facing the world at the moment and whether or not he did indeed read all the sources in the book’s 39-page bibliography!Professor Kay also divulges his vast knowledge on the UK’s equity markets, building a pension, fighting climate change and what ESG should really be all about.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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