I migliori Investors Chronicle podcast (2024)

1
British bargains & heritage brands: The Companies and Markets Show 36:51

6d ago36:51

36:51

We begin with Julian Hofmann, whose latest article covers the companies left behind as doom and gloom takes hold of the British market. Many investors have been turning their noses up at British stocks but Julian says there is still value to be found. He touches on some of these, such as furniture brand DFS, and how investors can calculate a share’…

1
‘It’s exciting in the investment trust sphere': Joe Bauernfreund of AVI 31:19

9d ago31:19

31:19

Joe Bauernfreund and value investing are nearly synonymous. The veteran manager runs the AVI Global Trust and AVI Japan Opportunity Trust, and has responsibility for all AVI’s investment decisions as the CEO and CIO. His £1bn global stocks fund scours the world for the best companies but whose shares stand at a discount to the value of their underl…

1
Tesla woes, travel’s rebound & investing during rate cuts: The Companies and Markets Show 31:47

13d ago31:47

31:47

We begin with one of the biggest names in the EV game: Tesla (TSLA). Shares are down by a third this year and Mark Robinson discusses what has caused this slump. Competition from China’s BYD certainly poses a threat but diminishing trust and popularity are also at play. Next, the author of our cover feature this week, Christopher Akers, shares his …

1
Britain’s top-rated funds & Fevertree: The Companies and Markets Show 31:37

21d ago31:37

31:37

Mark Robinson hosts this week’s episode and begins with a rundown of the latest news in the financial world, from Donald Trump’s Trust Social listing to the Bank of England’s warning on private equity bubbles. This week’s cover feature on Britain’s top-rated funds is up first. Dave Baxter shares what readers can expect from the article, including t…

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‘Cultural attitudes around investing need to change’: Lee and the IC 41:24

23d ago41:24

41:24

Alex and Lord Lee have reunited for the seventh episode of Lee and the IC, two weeks on from Jeremy Hunt’s Spring Budget. The announcement of a British Isa could shake up the UK’s private investing landscape so the pair begin by mulling over the practicality of the tax shelter and how future governments can improve the public’s attitudes towards in…

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Vodafone’s fortunes & UK’s tech stocks: The Companies and Markets Show 36:01

27d ago36:01

36:01

We begin this week’s episode discussing specialist engineering company Dowlais (DWL) which has found itself making a considerable £450mn operating loss. Mark Robinson shares his thoughts on the business's health since the spin-off from Melrose and debates the effect the EV transition will have on the company. Dan Jones then stops asking the questio…

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'We should redefine what a recession is': Abby Glennie of Abrdn UK Smaller Companies fund 47:59

1M ago47:59

47:59

In the latest episode of the IC Interviews, Dan Jones hosts Abby Glennie, deputy head of smaller companies and co-manager of UK smaller companies strategies at Abrdn. As part of Abrdn, Glennie has been pivotal in the world of domestic small-cap shares. In the show, the pair discuss some of the Abrdn UK Smaller Companies fund's holdings, including B…

1
The Isa Special 2024: The Companies and Markets Show 40:31

1M ago40:31

40:31

We begin this week’s episode with TP Icap, the interdealer broker. Julian Hofmann reports on the figures that came out recently, and he and Dan discuss the divisions driving performance, its electronic trading push and the business's valuation. Val Cipriani, author of this week’s cover feature the IC’s guide to Isas 2024, then runs us through the i…

1
The Budget explained & the importance of dividends: The Companies and Markets Show 45:14

1M ago45:14

45:14

The chancellor Jeremy Hunt unveiled his Spring Budget and so we begin with economics expert Hermione Taylor unpacking all the major announcements. She explains what it could mean for the upcoming election and the impact on the country’s finances. The team also weigh in on the new British Isa – something that has divided the investing world. The Bud…

1
‘It’s the valuation that matters, not the share price’: Laura Foll of Janus Henderson Investors 39:07

1M ago39:07

39:07

Foll currently works as a portfolio manager on the Global Equity Income Team at the Janus Henderson Investors fund, where she has held the position for 10 years. In the episode, the pair discuss where the team tends to focus when stocks don’t pay dividends, the compelling opportunities in the UK market, some of the specific stocks the fund currentl…

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The power of consumer staples & the UK’s appetite for M&A: The Companies and Markets Show 35:15

2M ago35:15

35:15

In this week’s podcast we begin with our cover feature on companies with brand power. We unpack why consumer staples are under pressure, the competitiveness of consumer health and share the story of how Sensodyne toothpaste became a staple product. As company results season is in full swing, we pivot only slightly to two consumer brands that have r…

1
Meeting a CEO: Lee and the IC 44:34

2M ago44:34

44:34

In the sixth episode of Lee and the IC, Alex and Lord Lee are joined by Miles Adcock, chief executive of computing product manufacturer Concurrent Technologies. The trio discuss the background of Concurrent, a favoured holding in Lord Lee’s portfolio, when Lord Lee began investing in it, how both he and Adcock view the company’s prospects amid curr…

1
Capitalising on AI and data & the Rolls Royce turnaround: The Companies and Markets Show 36:53

2M ago36:53

36:53

We begin with Julian Hoffman who delves into the details of recently published banking results. He explains what was hidden inside Barclays’ results and whether it can afford its £10bn payout to shareholders. Julian and Dan also discuss HSBC’s impairments and NatWest’s dividend. Val Cipriani has written this week’s cover feature on taking advantage…

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‘Dividends are a good way to check if CEOs are too optimistic’: Fund manager Daniel Peris of Federated Hermes 48:08

2M ago48:08

48:08

In the latest episode of the IC Interviews podcast, Daniel Peris, a senior portfolio manager at Federated Hermes, discusses his new book, The Ownership Dividend, with IC associate editor Alex Newman. The two discuss: The backstory of The Ownership Dividend (what happens when interest rates go down for 40 years and what happens to investors when tha…

1
Selling shares and Relx’s £1bn buyback: The Companies and Markets Show 28:12

2M ago28:12

28:12

We begin this week’s episode with Jemma Slingo who covers top-10 FTSE data and analytics company Relx (REL). Jemma walks listeners through the company’s growth, its latest buyback news, and the issues it has faced with universities. Knowing when to sell their shares is a common question investors ask and this week, Alpha editor James Norrington lay…

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Housebuilders, PZ Cussons and the future of British American Tobacco: The Companies and Markets Show 34:33

2M ago34:33

34:33

We start this week’s show with property writer Mitchell Labiak, who delves into the details of the big takeover story of the week – the £2.5bn Barratt (BDEV) and Redrow (RDW) deal. The team weighs in on how sensible the move is, the two companies’ recent results and whether this could be the beginning of a swathe of housebuilder M&A activity. It’s …

1
‘I always find buybacks disappointing’: Gervais Williams of Premier Miton 35:02

2M ago35:02

35:02

In the latest episode of the IC Interviews, funds editor Dave Baxter sits down with the head of equities at Premier Miton Group and Diverse Income trust manager, Gervais Williams. In the conversation, Gervais shares why he is upbeat about capital-intensive industries and reveals why customer service is a key criteria he considers before adding a co…

1
A guide to the FTSE 350: The Companies and Markets Show 42:12

3M ago42:12

42:12

Jennifer Johnson talks about the recently published GSK results, which showed strong growth, but the ongoing Zantac litigation is hanging over the shares. The team also touch on the prospects of rival pharma companies AstraZeneca and Indivior. Our US-based journalist Arthur Sants joins from New York to unpack the growth, capex and future returns wo…

1
‘Private investing has become too formal’: Lee and the IC 36:59

3M ago36:59

36:59

This month’s episode begins with an examination of one of Lord Lee’s holdings: Secure Trust Bank. The pair discuss its unique position in the market, its performance since its 2011 IPO, and how it fits in with his view of the broader UK economy. The landscape for investors has changed significantly since Lord Lee began his journey six decades ago. …

1
The evolving world of textiles, gold mining and 4imprint: The Companies and Markets Show 36:03

3M ago36:03

36:03

In our latest episode, we start with gold miners, Centamin and Hochschild, both of which have released trading updates. Alex Hamer and Julian Hofmann unpack the news, revealing the contrast between the two. Alex Newman joins in to discuss the role of gold in a portfolio given the geopolitical context, and shares thoughts on just how good miners are…

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‘Most businesses would benefit from more intelligence’: Tom Slater 42:25

3M ago42:25

42:25

In our latest IC Interviews episode, funds editor Dave Baxter sits down with Tom Slater, manager of the Scottish Mortgage Investment Trust. With a simple philosophy of maximising returns over the long-term, and having secured a 300 per cent return in the 10 years to January 2024, Scottish Mortgage Investment Trust is best known for acquiring owners…

1
The Indian opportunity, Ashmore and Bakkavor: The Companies and Markets Show 32:35

3M ago32:35

32:35

We begin with emerging markets, focussing on Ashmore’s (ASHM) latest figures. Thanks to expectations of interest rate cuts, the investment manager’s shares were up 25 per cent in the last quarter, after a tough time for emerging market-focused companies. Julian Hofmann shares what investors can take from this promising uplift and where we can expec…

1
Boeing, fractures in the global economy, and recruiters: The Companies and Markets Show 35:22

3M ago35:22

35:22

Dan Jones and the IC gang discuss the airline story that hit the headlines this week – Boeing’s (BOE) door blowout. Could this safety problem be the straw that breaks the camel's back? Michael Fahy and Alex Newman unpack what may lie ahead for the business, how its sole competitor Airbus (FR:AIR) might benefit, and whether other nations could end u…

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‘It's probably smarter to be a momentum investor’: Bearbull 33:40

3M ago33:40

33:40

In the first IC Interviews episode of 2024, deputy editor Dan Jones talks to beloved IC columnist, Bearbull. For the past 25 years, Philip Ryland has sat at the Bearbull desk, keeping IC readers up to date with the Income Portfolio and sharing weekly analysis on the changing face of companies markets. This episode is Philip’s final contribution to …

1
Next and JD Sports updates, the FTSE’s 40th and Ideas of 2024: The Companies and Markets Show 34:48

3M ago34:48

34:48

We welcome you to our first Companies and Markets Show podcast of 2024 with an analysis of recently released trading updates from British clothing retailers Next and JD Sports. Our team discuss how the two retailers compare and ponder the wider issues in the background that are contributing to their varying successes. It’s then on to the FTSE 100, …

1
‘Gifting shares to schools and pupils will be transformational’ | Lee and the IC 40:30

4M ago40:30

40:30

Instead of a deep dive into one company, in our final episode of 2023, Lord Lee and Alex begin with an end-of-year audit of five holdings in Lord Lee’s portfolio. From a litigation financing firm to a beauty products maker to a bowling alley operator, Lord Lee shares the wins and losses he has experienced as a DIY investor. The pair also discuss hi…

1
The Companies and Markets Show: Merging Reits, ESG funds and Goodwin 30:41

4M ago30:41

30:41

Our final episode of 2023 begins with IC property writer Mitchell Labiak discussing the merger of Reits LondonMetric (LMP) and LXI (LXI), which will allow them to compete with the industry’s biggest players such as British Land (BLND). Both have been called ‘sub-scale’, but what constitutes a sustainable Reit? Mitch also explores whether or not inv…

1
The Companies and Markets Show: AJ Bell, UK biotechs and what next for the oil price 34:54

4M ago34:54

34:54

We begin with the interest rate story that hit the headlines this week – the FCA’s warning to investment platforms, including AJ Bell and Hargreaves Lansdown, over their treatment of customers’ cash balances. Alex Newman and Val Cipriani discuss why AJ Bell’s share price fell and what investors should expect in the future. Jennifer Johnson follows …

1
Partner Content: Delving into the details 12:34

4M ago12:34

12:34

In this latest episode we look deeper into some of the things that portfolio companies actually do. In particular, host Joe Lynam and Brunner’s co-lead portfolio manager Julian Bishop examine some of the extreme technology needed to create the world’s most powerful semiconductor chips. The term ‘cutting-edge’ may often be overused, but in this case…

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IC Interviews: Small-cap expert Simon Thompson 33:17

4M ago33:17

33:17

The guest on our final IC Interview podcast of 2023 needs little introduction. Having been part of the Investors’ Chronicle team since the late 1990s, Simon Thompson is one of the most valued writers in our cohort. Covering 93 companies for the IC, Simon has invaluable experience and knowledge of the small-cap industry. In this episode he reflects …

1
The Companies and Markets Show: Ashtead, Redde Northgate and the stockpicker resurgence 29:05

4M ago29:05

29:05

We begin with FTSE 100 equipment renting company Ashtead, which released interim figures in recent days. Jemma Slingo and Julian Hofmann delve into the numbers and explain the background of the issues the company has faced in terms of demand. They also touch on the future of the business in light of the possibility the US government will change han…

1
2023 Recap: Lessons and Opportunities in the Aftershock Economy 19:49

5M ago19:49

19:49

After a 2-year post-pandemic inflation surge, the global economy eases from extensive fiscal and monetary interventions. Central banks reassess recession risks, signalling potential investment opportunities as volatility reawakens Hosted on Acast. See acast.com/privacy for more information.

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The Companies and Markets Show: Focusrite, XPS Pensions and profiting from the energy switch 32:21

5M ago32:21

32:21

We begin with Alex Newman who discusses the recent results of music equipment manufacturer Focusrite. The company’s growth and share price rocketed during the pandemic, but like many others, its stock price has plummeted since. Alex explains how the business can spur growth and analyses whether the buy-and-build strategy will help boost its valuati…

1
IC Interviews: Stuart Widdowson of Odyssean Investment Trust 37:46

5M ago37:46

37:46

In this episode of The IC Interviews, Dave Baxter welcomes back Stuart Widdowson, Managing Partner of Odyssean Capital, the firm that manages Odyssean Investment Trust. The trust was set up in 2018 and is known for its approach of investing in a concentrated portfolio of UK listed companies too small for inclusion in the FTSE 250. The trust applies…

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The Companies and Markets Show: Avon Protection, the Autumn Statement and quality US shares 37:51

5M ago37:51

37:51

This week’s episode begins with a dive into Avon Protection’s recent figures with our deputy news editor Michael Fahy. To say the numbers were positive might be a stretch, but things could certainly be worse for the respiratory protection equipment specialist. As there have been many changes at the company in recent years and now activist investors…

1
A store of value | Lee and the IC 31:17

5M ago31:17

31:17

This episode centres around property, in all its shapes and sizes. The pair begin discussing a well-known self-storage stock: Lok'n Store. Lord Lee explains his nearly decade-long involvement in the company and reveals why he still loves commercial real estate. The pair go on to chat about how investors should approach difficult-to-value assets and…

1
The Companies and Markets Show: Diageo, Reits and Investment Trusts 35:24

5M ago35:24

35:24

We begin by discussing Diageo, a global leader in premium beverages, who released a profit warning last week. Sales are expected to fall in the new financial year with issues in Latin America and the Caribbean. The market reacted badly, understandably, with analysts also alarmed. But can strength in the US market buoy these negative prospects? We f…

1
IC Interviews: James de Uphaugh and Imran Sattar of Edinburgh Investment Trust 34:36

5M ago34:36

34:36

In this episode of The IC Interviews, personal finance writer Val Cipriani sits down with James de Uphaugh and Imran Sattar of Edinburgh Investment Trust, managed by Liontrust. Boasting 50 years of investment experience between them, James and Imran have worked together in various firms since the 1990s, including BlackRock and Majedie. In this conv…

1
The Companies and Markets Show: ABF, Apple, and the ‘winner’s curse’ 38:04

5M ago38:04

38:04

Companies editor Mark Robinson gives us the rundown on Associated British Foods’ (ABF) latest results, which shareholders warmly received. What tactics has management deployed to reach the latest share price high and where can we expect to see the company head in the future? We’re then on to Apple (US:AAPL), this week’s cover story by Arthur Sants,…

1
The Companies and Markets Show: HSBC, Asos and the problem with megaprojects 27:18

6M ago27:18

27:18

Alex Newman hosts this week's episode which begins with a discussion about HSBC’s recently published trading update. From that huge share buyback to what we can understand about China’s economy and real estate market, Julian Hofmann takes listeners through all they need to know about the bank’s update. Next up is this week’s cover feature on megapr…

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IC Interviews: UK equity manager Nick Train 45:55

6M ago45:55

45:55

Dave Baxter welcomes back popular UK equity manager Nick Train to The IC Interviews. Best known for co-founding Lindsell Train Ltd and running its UK Equity, Global Equity funds and the Finsbury Growth and Income Trust, Nick is a household name when it comes to picking UK stocks. In this episode, Nick shares his thoughts on the state of the UK equi…

1
The Companies and Markets Show: Lloyd’s of London and Aim 100 Part 2 26:39

6M ago26:39

26:39

This week’s episode begins with a discussion on insurer Lloyd’s of London, which is starting to attract investor attention again. Julian Hoffman, author of the story, and Mark ponder over the hopes for the market and use a near-40-year-old scandal as a guiding point of scepticism. Jemma Slingo joins the conversation to discuss two companies covered…

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‘You can’t get selling right every time’ | Lee and the IC 37:42

6M ago37:42

37:42

In this episode, Alex and John begin with a dive into John’s largest, and most successful, holding, Treatt Plc. He delves into his history with the flavour and fragrance company and explains the appeal that led him to up his holding is for so long. This leads tidily onto a conversation on the art, and challenge, of selling, the downfalls he’s exper…

1
The Companies and Markets Show: The 2023 Aim special 28:49

6M ago28:49

28:49

This week’s episode, like this week’s cover feature special, highlights the first part of our annual dive into the top 100 Aim companies. Having had a nightmarish 2022, companies traded on the alternative market don’t seem to have had an easier time in 2023 as the index underperformed the FTSE All-Share and the FTSE Small Cap Index. Our journalists…

1
The Companies and Markets Show: Wetherspoons, saving for retirement and Birkenstock’s IPO 34:38

6M ago34:38

34:38

Julian Hofmann kicks off today's conversation with a discussion of Britain’s beloved pub chain JD Wetherspoon (JDW). Results showed that food sales are now a bigger driver, so does that show a change of strategy for the business? And is there still value there? It’s then on to our cover story this week, a topic that many listeners will be thinking …

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IC Interviews: Small-cap stockpicker Rosemary Banyard 31:43

6M ago31:43

31:43

With more than 30 years experience under her belt, Rosemary Banyard is no fledgling in the investment world. She developed her reputation as one of the leading UK female fund managers while at Schroders in the 1990s and has gone on to become lead manager on award-winning small and mid cap funds. She has worked at firms including Sanford DeLand, lau…

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The Companies and Markets Show: Volution, investment trust discounts & the bond yield spike 34:41

7M ago34:41

34:41

On today’s episode, we start with a look at the latest full-year results from underappreciated ventilation equipment group Volution, which has been under the cosh somewhat this summer. Michael Fahy, who covered the company's results for the Investors' Chronicle this week, talks about the growth drivers for the business. Is the price reaction confir…

1
Partner Content: AI – opportunity or threat? 15:23

7M ago15:23

15:23

ChatGPT has brought artificial intelligence (AI) firmly into investors’ sights in 2023. But, where are we today in terms of AI and its applications, and where are we going in the future? Cherry Reynard and Allianz Technology Trust portfolio manager Mike Seidenberg look at the implications and whether the initial euphoria from an investment perspect…

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The Companies and Markets Show: Pendragon, disinflation and pet care 30:00

7M ago30:00

30:00

Mark Robinson kicks off today’s podcast with a discussion about used-car retailer Pendragon’s (PDG) results. The company’s rating has shifted in the past year since AutoNation Inc’s (US:AN) £447mn takeover proposal, but the industry is still facing headwinds after the pandemic. In a similar motoring vein, Julian Hofmann shares his thoughts on the E…

1
‘You only need two things to become a successful investor’ | Lee and the IC 37:00

7M ago37:00

37:00

Alex Newman is joined by Lord John Lee in the Financial Times studio, marking the first episode of a new series from the Investors’ Chronicle – Lee and the IC. With decades of experience as a ‘do-it-yourself’ investor, Lord Lee offers invaluable wisdom to investors of all experience levels. In this episode, the pair discuss the moment Lord Lee knew…

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