Investors Chronicle

On this week's episode, Dan Jones welcomes Jennifer Johnson to talk GlaxoSmithKline (GSK) - they've made a good start to life post Haleon split, but are they a one-trick pony at the moment?Then Mark Robinson dives back into the Aim 100, with two more interesting stocks from our special review of the top 100 companies in Aim (by market capitalisation).And finally, Val Cipriani makes her podcast debut with a look at private equity trusts.Dan Jones hosts Jennifer Johnson, Val Cipriani and Mark Robinson.-This podcast is sponsored by TILLIT. TILLIT is the investment platform for investors who want to make better investment decisions. Invest in a curated selection of funds, investment trusts and ETFs and get expert insights on each and every one. Hosted on Acast. See acast.com/privacy for more information.

The current political and financial climate has made fixed income markets volatile and uncertain around the world. However, taking an active approach may help build resilience to potential headwinds while gaining greater exposure to the opportunities that arise.Listen to this podcast to gain insight from Gordon Harding, PIMCO fixed-income strategist on the current climate and what to potentially expect in the coming months.  Hosted on Acast. See acast.com/privacy for more information.

Silvia and Alison Taylor of NYU Stern School of Business look into the language of sustainability and find it still has a pretty loose grammar and highly convoluted syntax. Most native speakers do not even agree on a common interpretation of environmental, social and governance factors. The good news is: more of us are trying to learn this language. And Alison shares a few tips on how she teaches it too. In the show, Alison mentions a piece she’s written for Sustainable Views. You can find it here https://www.sustainableviews.com/incentivising-esg-what-does-it-really-take/To read more of our articles on ESG policy and regulation, you can register for a free trial here https://survey.ft.com/jfe/form/SV_9RGu5ktcIREwMLA Hosted on Acast. See acast.com/privacy for more information.

On this episode of the Companies and Markets show, Dan Jones, Julian Hofmann, and Alex Hamer review three interesting stocks from our special feature this week: Aim 100 2022: Part 1. But that's not all - Alex Hamer sticks around for a chat about the Lithium industry, which has been boosted by US Inflation Reduction Act spending beginning to filter through to companies. And finally there is a brief chat through Google's warning on digital advertisement spend, at a time when all the traditional ad agencies are still doing very well in terms of demand.Dan Jones hosts Julian Hofmann, Mark Robinson and Alex Hamer. Hosted on Acast. See acast.com/privacy for more information.

Confused about sustainability? You’re not alone. Environmental, social and governance factors, or ESG, are increasingly a headache for business, finance and world leaders alike. Now even policymakers are creating rules to govern this space. It’s hard to keep up and make sense of it all. So let us help you by sharing some of the most interesting views shaping this space. Join your host, Silvia Pavoni, as she talks to the people living and breathing sustainability – and a few critics too. (We can’t promise this will be a completely jargon-free space, but we shall try!)Want to talk to us directly? Email sustainable.views@ft.com. Want to find out more about Sustainable Views? Visit www.sustainableviews.comSustainable Views is an intelligence service by the Financial Times Group. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the Companies and Markets show, Julian Hofmann is on hand to break down US banks reporting - who did well, who did badly, and what were the share price moves?Then Michael Fahy joins the pod to discuss his long-read on the future of defence - how soon until AI robots roam the battlefields? (Spoiler, probably not imminently). Finally, properties writer Mitchell Labiak talks us through Bellway's results and has an outlook on the future of the housing market. Oh and Liz Truss resigned half-way through our recording, so see if you can spot that!Dan Jones hosts Julian Hofmann, Michael Fahy and Mitchell Labiak. Hosted on Acast. See acast.com/privacy for more information.

Dan Jones sits down with Abrdn Asset Management Asia chairman Hugh Young for a wide-ranging discussion, including whether the strength in the dollar is negatively affecting the business case for emerging markets, whether China is investible at the moment, and whether this current inflationary period is comparable to previous points in emerging markets history.Hugh Young is the Managing Director of Aberdeen Standard Investments, Asia. He was formerly a main board director and Head of Investments for Aberdeen Asset Management (before its merger with Standard Life plc). Hugh joined Aberdeen in 1985 to manage Asian equities from London, before founding the Singapore-based Aberdeen Asia in 1992 and since then he has built the company into one of the largest and most well-respected managers of such assets globally.  Hosted on Acast. See acast.com/privacy for more information.

On this episode of the companies and markets show, we start with our result of the week: pollster YouGov. Then it's over to Arthur Sants for a look through his long-read this week: Picking software winners. Valuations of software businesses have contracted significantly in the past year, but the sector still has plenty to offer investors, both in the US and the UK. And finally, is Elon Musk's Twitter takeover back on? It seems that way, and our panel are here to break down the implications of the deal. Dan Jones hosts Arthur Sants, Julian Hofmann and Mark Robinson. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the companies and markets show, our result of the week this time around is Tesco - can the grocer keep customers from turning to more discounted options? Then we dive into our long-read this week: Coca-Cola - a lesson in share analysis. Alex Newman takes us through the bull and bear case for the company. Finally Mark Robinson discusses how investors should be thinking about rising rates - who might be most badly affected and who might benefit? Dan Jones hosts Alex Newman, Julian Hofmann, and Mark Robinson Hosted on Acast. See acast.com/privacy for more information.

From the mini-Budget to an emergency intervention by the Bank of England, the bond market has seen more than its fair share of shocks in the last two weeks. Noelle Cazalis, fund manager on a number of portfolios including the popular Rathbone Ethical Bond fund (GB00B77DQT14), discusses the challenges facing fixed income investors and whether any bargains have emerged.This podcast was recorded on 29 September, after the Bank of England had announced its intervention but before the government backed down on some of its tax cut plans. Bond markets have rallied somewhat since then. Hosted on Acast. See acast.com/privacy for more information.

A week has passed since chancellor Kwasi Kwarteng's "mini"-Budget that so effectively threw markets into a tailspin. It leaves Dan Jones asking questions such as 'what?', 'why?', and 'eh?', and our economics expert Hermione Taylor attempting to make sense of it all, which she does with great aplomb in the first part of this weeks episode.Following this, properties writer Mitchell Labiak returns to the podcast to talk through his long read this week: Being good at buy-to-let.And then our result of the week gets a look in, with Saga this time under the spotlight.Dan Jones hosts Mark Robinson, Julian Hofmann, Mitchell Labiak, and Hermione Taylor. Hosted on Acast. See acast.com/privacy for more information.

First up on this episode of the Companies and Markets show is Kingfisher under the spotlight, with Dan Jones welcoming Christopher Akers to the pod. Then it's onto economic moats - what makes an economic moat and in which sector can you find the best one? It comes off the back of Alex Newman's article discussing the research of fund manager and analyst Michael Mauboussin (who we spoke to for an IC Interview podcast in June 2020).And finally Arthur Sants breaks down Netflix's attempted pivot towards profitability and the introduction of a cheaper subscription which will include advertisements. Hosted on Acast. See acast.com/privacy for more information.

IC deputy editor Dan Jones is joined on this episode by Dan McCrum, part of the Financial Times investigations team and author of Money Men, the story of the Wirecard scandal he helped uncover (now adapted as the Netflix documentary Skandal). Dan began investigating Wirecard following contact with a whistleblower in 2015, uncovering evidence of widespread fraud, and finally saw the company declare insolvency in 2020. In this podcast he discusses the process of discovery, fighting accusations of market manipulation, why the warning signs were missed, and much more. Hosted on Acast. See acast.com/privacy for more information.

On this week's Companies and Markets show, the team discuss a reality check for hydrogen hope ITM Power (ITM), whose annual results sparked a steep sell-off in the company’s shares on Wednesday.Economics writer Hermione Taylor then outlines the debate over ‘Trussonomics’, looking at government policies and their potential impact on the UK economy, sterling, and the gilt market.Last but not least, Jennifer Johnson runs the rule over latest figures from Advanced Medical Solutions (AMS) and Abcam (ABC), as well as the latter’s plans to delist from Aim.Dan Jones hosts Julian Hofmann, Hermione Taylor, Jennifer Johnson and Alex Newman. Hosted on Acast. See acast.com/privacy for more information.

On this week's Companies and Markets Show associate editor and guests delve into recent results from fund manager Ashmore and what they could signify about the wider emerging markets picture. The team also discuss a raft of mid cap oil & gas results, the follow up to our recent exclusive on Hargreaves Lansdown offering certain clients preferential fees and then Dave Baxter and Alex take a closer look at this week's cover feature, our Top 50 Funds for 2002. Guests are Mark Robinson, Julian Hofmann and Dave Baxter. Hosted on Acast. See acast.com/privacy for more information.

Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology sector need to be more discerning around which areas might struggle, and which could benefit? To see the full podcast series visit https://www.allianztechnologytrust.com/en-gb/videos-podcasts-and-reading. Hosted on Acast. See acast.com/privacy for more information.

On this week's Companies and Markets show, shipping company Braemar is under the spotlight as our result of the week, and with transactions on the rise as Covid-19 effects start to dissipate investors are starting to be bullish.Then it's over to our long-read, as Alex Hamer joins the pod to discuss his feature Shell and BP: time for a rethink.And finally the panel analyse what is driving the weakness in the price of Sterling, and ask which companies are the beneficiaries/losers...Dan Jones hosts Alex Newman, Alex Hamer, Mark Robinson and Michael Fahy.Timestamps:00:00 - Intro00:28 - News roundup03:00 - Result of the week: Braemar (and shipping)12:14 - Shell and BP: time for a rethink24:04 - Sterling's weakness Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Anthony Cross, co-manager of the popular Liontrust Special Situations fund, talks to Dave Baxter about the good and bad news coming out of his portfolio in this IC Interviews episode. This broad discussion covers the prospects of a variety of stocks and sectors, from challenges at Hargreaves Lansdown to the effect of recession worries on recruiters and property names, as well as an assessment of the slimmed-down GSK and a look at how rampant M&A activity has affected the fund.Timestamps:00:00 - Intro01:12 - Areas of resilience and areas of concern04:38 - PageGroup and economic forecasting07:34 - Holding investment platforms09:56 - Hargreaves Lansdown13:35 - Not owning 'neo-brokers'14:44 - GSK (and Haleon)18:32 - M&A/corporate activity21:17 - Opportunity set in 202224:00 - Does the size of the fund effect cash deployment?26:27 - Moving into the investment trust space27:34 - Exposure to BP and Shell Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

In a bumper episode of the Companies and Markets show Dan Jones hosts first a discussion of online versus in-person retailers, leading into Cineworld's bankruptcy struggles. Then oil services Hunting and Wood Group are in the spotlight (for different reasons), as is Anglo Pacific. Jennifer Johnson then joins the pod for the first time to look through her piece on Blockbuster drugs; which pharma companies still have these billion-dollar assets in the pipeline?And finally funds editor Dave Baxter joins the pod to discuss his scoop on Hargreaves Lansdown's secret offer to one customer who was seeking to up sticks.Dan Jones hosts Mark Robinson, Julian Hofmann, Alex Newman, Jennifer Johnson and Dave Baxter. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

On this episode of the Companies and Markets show, the Dan Jones and co discuss the gambling sector after a raft of recent updates from the likes of 888, Entain and Flutter. Then it's Balfour Beatty's turn in the spotlight with the group’s UK construction arm returning to profitability after a difficult pandemic. Finally, Alex Newman talks through his long read this week: Navigating the storm. It's a piece which discusses how equities are still the best place for your money based on the historical evidence, particularly in tougher times. Dan Jones hosts Mark Robinson, Julian Hofmann, and Alex Newman. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.