Investors' Chronicle
Investors' Chronicle
Looking to stay informed in the world of investing? Investors' Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Our award-winning expert writers research hundreds of companies and funds suitable for all risk appetites, to provide clear, independent recommendations for individual investors who want to make their money grow and outline how to make the most of different types of investment vehicles at all stages of your life.Whether you invest in funds or enjoy managing your own portfolio of individual shares, or a mix of both, we offer an unrivalled package of investment ideas, analysis and research, and lots more, to help you build a secure financial future.Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
Episodes
Mentioned books
Apr 17, 2019 • 18min
Interview: How to find the best investment trusts
Many funds put their assets directly into securities like shares or bonds, but some invest in other funds, such as Miton Global Opportunities (MIGO). The trust's managers, Nick Greenwood and Charlotte Cuthbertson, explain how to put together a portfolio of investment trusts and how they find the best opportunities. They also profile some recent additions they made to Miton Global Opportunities and highlight some areas where investment trusts could offer good opportunities.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.
Apr 16, 2019 • 7min
Paid Post: The Cannabis Index
The cannabis sector is a nascent industry, where changes are happening quickly around regulations, laws, medical and production innovation. Some forecasts suggest that the world is witnessing the birth of an industry which could be worth from $500bn to $1tn. As of the beginning of 2018, there were already a dozen cannabis companies with a stock market value of more than $1bn and London-based firm Prohibition Partners says the European cannabis market will be worth €123bn (£106bn) by 2028. The leaders in Europe, for now, though, appear to be Aurora, Canopy, and Tilray. Inspired? Find your next opportunity at IG.com. Search ‘IG podcast’ to learn more.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.
Apr 12, 2019 • 27min
Personal Finance Show: Manager moves and India's long-term potential
In this week's show Taha Lokhandwala explains what you should consider when a manager leaves a fund and profiles a recent departure that could be a problem for investors. He also looks at how Jupiter India Fund has been performing and why its manager thinks this month's election isn't a key concern. And Toby Vaughan, chief investment officer at Brown Shipley, considers the case for Asian equities, and highlights two developed markets that could be worth attention.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.
Apr 11, 2019 • 40min
Companies & Markets Show: Bye-buy (sell)
On this week's Companies & Markets Show editor John Hughman is joined by Harriet Russell, who's signing off after five and a half eventful years covering pharma and retail with a week of big stories from both sectors – including good news for GSK and Tesco, and predictably bad news for Indivior and Debenhams.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.
Apr 5, 2019 • 28min
Personal Finance Show: What to do with Woodford and Jupiter European's loss
On this week's show Jason Hollands, managing director at Tilney, considers whether you should consider to invest in LF Woodford Equity Income Fund following a period of underperformance. Taha Lokhandwala looks at who will replace Alex Darwall as manager of Jupiter European Fund. And Jason sets out some strategies for getting the most out of your Isa. 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.
Apr 4, 2019 • 43min
Companies & Markets Show: Travel sick
John Hughman and Phil Oakley discuss the mixed fortunes of five companies in the travel 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.
Apr 2, 2019 • 33min
Interview: Trials and tribulations of emerging market investing
Mobius Capital Partners' Carlos von Hardenberg and Taha Lokhandwala discuss the the pros and cons of emerging market equity investing, why the trust is shifting down the market cap scale to focus on smaller companies, and whether 'friendly' shareholder activism can produce superior returns. They also tackle topics such as how much macro economics determines which emerging markets perform, and whether the storm facing equities in the region will die down in 2019.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.
Mar 29, 2019 • 26min
Personal Finance Show: Tracking bonds and protecting against adverse markets
In this week's show Rory McPherson, head of investment strategy at Psigma Investment Management, joins the IC team to discuss the merits of bond exchange traded funds (ETFs), recent movements in government bonds and the likelihood of a US recession. Deputy personal finance editor Taha Lokhandwala considers the effect of a manager departure at Newton Real Return fund, and Rory highlights some funds and strategies to help prepare your portfolio for difficult markets.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.
Mar 28, 2019 • 40min
Companies & Markets Show: Margin call
Editor John Hughman talks to Phil Oakley about why the high margin businesses so prized by investors could be storing up trouble.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.
Mar 25, 2019 • 24min
Interview: A Ruffer guide to preserving wealth and making positive returns
Ruffer Investment Company (RICA) aims to preserve wealth and tries not to lose money over any 12 month period - rather than beat an index. Duncan MacInnes, co-manager of the investment trust, explains how they seek to mitigate downside and how they are protecting against the downside risks they are most concerned about at the moment. He also explains why in 2018 the trust made a negative return - a rare occurrence in its 15 year history - but how despite this blip they are clawing back performance with a positive return so far this year.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.
