Investors' Chronicle

Investors' Chronicle
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Jul 30, 2020 • 59min

The Investment Hour: All that glitters…

Gold has reached $2,000 an ounce on the futures market this month and gotten very close in spot terms as well. The precious metal has been trading at multi-year highs for over a year now, since breaking $1,400 over a year ago. This year, the Covid-19 job losses and major economic slowdown supercharged an already surging gold price.The big question is whether you should still be buying. On this week’s podcast Megan Boxall and John Hughman are joined by Alex Hamer and Dave Baxter to talk about possible entry points and where this new record comes from.SPECIAL OFFER - You can get four weeks of Investors Chronicle in print and online for just £4 with our special offer for podcast listeners. Go to investorschronicle.co.uk/podcastsub.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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Jul 27, 2020 • 27min

Ronald Cohen: The future of socially responsible investing

Sir Ronald Cohen is described as the ‘father of British venture capital’, having co-founded Apax Partners in 1972. For nearly twenty years he has pioneered initiatives in the world of impact investing, including the Social Impact Investment Taskforce created during the UK’s presidency of the G8.  In this interview, Sir Ronald explains how the environmental and social impact of companies can be quantified - and even laid bare in their financial statements. Are impact-weighted accounts the future for socially responsible 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.
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Jul 23, 2020 • 1h 8min

Investment Hour: Coronavirus update

Pharmaceutical progress in the war on coronavirus has accelerated this week and share prices have leapt as a result. On this week’s podcast John Hughman and Megan Boxall get the lowdown from Harriet Clarfelt on the recent announcements and dig into the share price movements with trader Michael Taylor. We have also spoken to the chief executive and chief financial officer at Tristel and Phil Oakley has provided an overview of the outlook for 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.
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Jul 16, 2020 • 50min

The Investment Hour: The big income conundrum

The trimming or cancelling of dividends in the UK is incredibly significant. With income expected to be significantly lower in 2020 than it was in 2019, a reader’s letter has highlighted how stark the situation is for some private investors. He said: “40 per cent of my retirement income comes from shares.”At a time like this, it’s hard to know where to turn. On this week’s podcast Megan Boxall and John Hughman are joined by Algy Hall, Dave Baxter and Nilushi Karunaratne to discuss the situation and help explain how investors can best cope with the income carnage of the past few months.We’ve also covered the outlook for income extensively in the magazine this week. Click on the links below to read our top dividend coverage and the stories mentioned on this week’s podcast.SPECIAL OFFER - You can get four weeks of Investors Chronicle in print and online for just £4 with our special offer for podcast listeners. Go to investorschronicle.co.uk/podcastsub.UK braced for prolonged period of measly incomeFor investors hanging onto the illusion that their precious income might bounce back as the coronavirus pandemic passes, Factset’s consensus dividend forecasts – compiled and analysed by the Investors Chronicle – do not offer much hope. Click here to find out why.Corporate debt hits record $8.3trnFor many companies, the recent dash for debt has perhaps prevented liquidity pressures from turning into a more serious question about solvency. But it is a risky gamble. Read the full story here.Telecoms faces a China crisisBritish telcos are reeling from a big government u-turn on the use of Huawei equipment. But are any companies in a position to benefit? Mark Robinson attempts to answer that question.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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Jul 13, 2020 • 54min

IC Interviews: Michael Mauboussin

Few financial experts speak with such authority about psychology in investing as Michael Mauboussin. He’s written the book on behavioural finance – literally, many times. In this interview, he and Algy Hall pick through the main discussion points of his latest research paper – ‘BIN there, done that’, which analyses the sources of mistakes people make when forecasting.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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Jul 10, 2020 • 58min

The Investment Hour: Cold War 2 – US

After suffering the fastest bear market in history in March America's stock markets have powered to new heights on the back of the strength of its technology sector and vast stimulus.But plenty of pitfalls lie in wait – high valuations, election uncertainty, civil disorder and escalating tensions with the world's second superpower: China. In part 2 of our series exploring how markets may react to the geopolitical standoff, John and Megan have been joined by Phil Oakley, Philip Ryland and Mary McDougall to discuss the risks and rewards of investing in the land of the free at this difficult juncture.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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Jul 6, 2020 • 32min

The IC interviews: Sir Martin Sorrell

Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.WPP-founder Sir Martin Sorrell spoke to Lauren Almeida about his new venture, S4 Capital, how Covid-19 is accelerating the trends he sees shaping the advertising world in the digital era, and why he believes a V-shaped economic recovery is on the cards.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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Jul 6, 2020 • 22min

The IC Interviews: Andy Bell

Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.Alex Newman spoke to platform boss Andy Bell, founder of AJ Bell, about the private investing landscape, the future of shareholder democracy, and how to investor behaviour has changed in the wake of the Covid-19 pandemic.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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Jul 6, 2020 • 24min

The IC Interviews: Derek Leatherdale

Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.Risk management expert and founder of HSBC’s geopolitical risk team Derek Leatherdale told Alex Newman what investors need to know to keep their money safe in an increasingly fractious world, and what could happen next in the US: China standoff.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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Jul 6, 2020 • 49min

The IC Interviews: Carson Block

Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.Megan Boxall speaks to famed short selling activist Carson Block, whose firm Muddy Waters has exposed some several major corporate fraud and accounting scandals on stock markets around the world.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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