Investors' Chronicle

Investors' Chronicle
undefined
Feb 27, 2020 • 44min

Companies & Markets Show: Crunch time

On this week's IC Companies and Markets Show John Hughman and Phil Oakley discuss the potential economic and market impact of the coronavirus.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.
undefined
Feb 21, 2020 • 36min

Personal Finance Show: True portfolio diversification and UK tech opportunities

In this week's show Dave Baxter explains why holding different assets might not diversify your portfolio as much as you think and what you need to do to ensure that your holdings are really differentiated. Katie Potts, manager of Herald Investment Trust, explains why the UK offers good tech opportunities and she invests more in the home market than the US. She also profiles some tech stocks that have done well and explains why a holding under pressure is still a good company.  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.
undefined
Feb 20, 2020 • 41min

Manic Miners

On this weeks IC Companies and Markets Show editor John Hughman talks to commodities correspondent Alex Hamer and trader Michael Taylor about the latest twist in the Sirius tale, the surprising return of Gemfields, what the coronavirus means for precious metals, and the mineral complexities of electric vehicles. 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.
undefined
Feb 19, 2020 • 27min

Interview: Adding emerging value and avoiding traps

Andrew Ness, co-manager of Templeton Emerging Markets Investment Trust (TEM), explains how he tries to spot value and avoid traps, and what has recently contributed to the trust's performance. 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.
undefined
Feb 19, 2020 • 17min

Extraction Podcast: Big changes at BP

New BP chief executive Bernard Looney has stamped his authority on the company in his first month in the job, committing to getting the oil and gas supermajor to net zero carbon emissions by 2050. To do this, he will do away with the longstanding upstream and downstream divisions, although this is just about the only concrete detail available. In any case, this commitment marks a major change for the industry. We've brought in Panmure Gordon analyst Colin Smith to talk radical change in oil and gas, virtue signalling and the Looney revolution.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.
undefined
Feb 14, 2020 • 19min

Personal Finance Show: UK equities worth the risk and finding funds’ value for money

On this week's show Dave Baxter looks at how a professional investor is managing UK equity risk, and which parts of the market and companies she thinks are worth it. Charlotte Ransom, chief executive officer of Netwealth, explains why you could lose money by trying to avoid certain risks, and sets out some strategies to help you stay invested while mitigating downside. They also consider whether a new type of report will help you establish whether funds are good value for money.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.
undefined
Feb 14, 2020 • 40min

Companies & Markets Show: Skin in the game

On this week's Companies & Markets Show John Hughman and Phil Oakley talk about why directors should own shares in the companies they run, the attractions of Relx and Avon Rubber, and the madness of Ocado's valuationInvestors' 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.
undefined
Feb 13, 2020 • 38min

Extraction Podcast: Gemfields returns to London

After a dramatic exit from London in 2017, Gemfields (SA:GML) is coming back. The emerald and ruby miner and Fabergé owner was taken off Aim by its major shareholder Pallinghurst, run by former BHP chief executive Brian Gilbertson. He and his son Sean had been involved in the precious stones company from the start, but the takeover saw a fight between the family and Gemfields management, led by chief executive at the time Ian Harebottle. In this episode of the Extraction Podcast, Sean Gilbertson – now chief executive of Gemfields – shows us stunning stones, explains why rubies, emeralds and sapphires are different from struggling diamonds and why he wants to keep the loss-making Fabergé in the portfolio.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.
undefined
Feb 7, 2020 • 25min

Personal Finance Show: Investing beyond the coronavirus and when cash is king

On this week's show Mary McDougall explains why professional investors don't think that the corona virus will impact China's long-term growth potential. Dave Baxter looks at when it is acceptable for funds to have a substantial allocation to cash. And  Christine Ross, client director and head of private office at Handelsbanken Wealth Management, highlights some potential IHT changes that could affect the way you plan for this and which tax efficient wrappers will help you get the most out of your investments.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.
undefined
Feb 6, 2020 • 39min

Companies & Markets Show: Stiff competition

On this week's Companies & Markets Show John Hughman and Phil Oakley talk about news that the CMA is planning to investigate competition across the UK and what it could mean for shareholders.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.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app