Investors' Chronicle

Investors' Chronicle
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Nov 20, 2019 • 9min

Paid Post: Decoding the election

The deadline for constituency nominations for the 12 December general election has passed, providing interesting insight into potential outcomes. IG Index’s Jeremy Naylor and Damian Lyons Lowe of Survation break down the parties, their leaders and what they each must do to gain a political majority on election day.Inspired? Find your next opportunity at IG.comInvestors' 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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Nov 15, 2019 • 47min

Companies & Markets Show: Good value hunting

On the week's IC Companies & Markets Show editor John Hughman talks to Phil Oakley about the turnaround challenges faced by FirstGroup and BT, the marketing brilliance of Greggs and Fevertree, and a value opportunity in retail property.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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Nov 15, 2019 • 33min

Personal Finance Show: How to select the best investment trusts and investing optimistic investing

On this week's show Peter Walls, manager of Unicorn Mastertrust, a fund of investment trusts, sets out what he looks for when selecting holdings, and how he mitigates the added risks that come with the benefits of these funds. He also highlights some investment trusts he has recently added to. Deputy personal finance editor Dave Baxter, meanwhile, explains why professional investors are more optimistic and how they have changed their asset allocations to reflect this.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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Nov 14, 2019 • 24min

Interview: Seeking good returns through the cycle via European Assets

Sam Cosh, manager of European Assets Trust (EAT), says how he selects smaller companies that should be able to make good returns through the economic cycle and profiles holdings that he thinks have good prospects going ahead. He also sets out some of the risks European smaller companies face and how he has positioned the trust to deal with this, and explains why the trust's performance has lagged in recent years.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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Nov 13, 2019 • 8min

Paid Post: Is the UK investable ahead of the election?

December's general election is being steered by Brexit and a slowing UK economy. Political economist Ruth Lea weighs up UK plc's strengths and weaknesses as the country enters uncertain territory. Inspired? Find your next opportunity at IG.com.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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Nov 8, 2019 • 21min

Personal Finance Show: Waiting for Woodford to come good and consistent income options

On this week's show Colin Low, managing director of Kingsfleet Wealth, sets out what you need to consider if you are invested in one of the former Woodford funds and wondering what to do next. He also considers if the Invesco Income and High Income funds' allocations to small and micro-caps are a serious risk, and highlights other funds invested in similar areas to these but which have more consistent track records. 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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Nov 7, 2019 • 31min

Companies & Markets Show: When doves cry

On this week’s Companies & Markets Show editor John Hughman talks to Neil Wilson, chief market analyst at Markets.com, about what dovish signals from the MPC mean for the market, the latest political problems for bookies, and why two retail bellwethers are struggling to revive their fortunes.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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Nov 6, 2019 • 28min

Interview: Exploiting income opportunities home and away

James Harries built up a strong record as a global equity income investor at Newton Investment Management but four years ago left to join Troy Asset Management. He says how he runs the fund he currently manages, Trojan Global Income (GB00BD82KQ40), and how his approach differs to what he did at Newton. He also explains how he incorporates Troy's house emphasis on wealth preservation into his approach and why despite being able to invest across the world he thinks it's worth having a substantial allocation to UK equities.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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Nov 6, 2019 • 9min

Paid Post: Can the election clear the market air?

The general election offers markets hope for a turning point in the Brexit saga. IG's Joshua Mahoney and Joshua Warner assess the likely impact of the most widely predicted outcomes of the vote on the UK economy, and mull what they’d spell for sterling.Inspired? Find your next opportunity at IG.comInvestors' 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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Nov 1, 2019 • 28min

Personal Finance Show: Value on the rise, a UK equity conundrum & the latest Woodford crossroads

Fresh twists and turns in the Brexit process have left UK equity investors with little certainty but plenty of potential opportunities. In this week's Personal Finance Show, Chelsea Financial Services managing director Darius McDermott looks at the impact future developments could have on both sterling and UK domestic assets, and what this means for portfolios. He and deputy personal finance editor Dave Baxter also discuss the bigger question of whether value investing is finally due a comeback, and how this should feed into fund selection. We also look at the latest Woodford news and what the future might hold for his funds. Our podcast is available across different distribution channels to allow you to access it in the most convenient way. Find us on Acast, Stitcher, iTunes and Spotify.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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