Investors Chronicle

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.

IC columnist and day trader Michael Taylor sits down with Dan Jones in this episode of the IC Interviews podcast. In a wide ranging discussion, Michael discusses the current state of the market and his personal methodology, including why he never averages down, his preferred way to manage risk, and finding hot stocks. 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, we review results season and ask where the canaries in the coalmine have been, and consequently who has to look out for the second half of the year. This chat covers PageGroup, WPP, Rotork and more.Then, Jemma Slingo is on hand to discuss her long-read this week: Electrification's hidden winners. She takes a deep dive into an unheralded range of companies could be set to benefit from the electric revolution (and no, they're not all electric car makers).Dan Jones hosts Jemma Slingo, Mark Robinson and Julian Hofmann.Timestamps:00:00 - Intro01:09 - News roundup03:16 - Companies to keep an eye on in H212:57 - Electrifications hidden winners Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

On this week's episode, Dan Jones hosts Alex Newman, Mark Robinson and Michael Fahy to discuss two potential turnaround stocks in Pearson and Rolls-Royce, as well as a discussion of the UK audit market off the back of Michael's long read: Spotting the warning signs.Timestamps:00:00 - Intro01:08 - News roundup03:30 - Result of the week (1): Pearson13:13 - The UK audit market27:30 - Result of the week (2): Rolls-Royce See acast.com/privacy for privacy and opt-out information.

On this week's episode, Dan Jones welcomes Mark Robinson to the studio to discuss some of the companies best placed to cope with inflation. Their discussion starts with Unilever - a company with a stable of household names, that has consequently been able to pass on price increases to consumers in the past.Julian Hofmann then joins the pod to expand the conversation to include Reckitt Benckiser and Diageo as other potential inflation-proof companies, and look into a wider methodology of inflation-proofing your portfolio. Finally, the panel discuss recent results from banker's Lloyds and Barclays - is there any life left in these traditional high-street establishments? See acast.com/privacy for privacy and opt-out information.

It’s not been an easy year for environmentally focused funds, as the market rotation into value-focused equities has delivered a body blow to the share prices of the many innovative growth companies seeking solutions to global environmental problems. Our guest on this week’s pod is Jon Forster, co-manager of the Impax Environmental Markets investment trust. IEM is the largest in the closed-ended sector at more than £1.3 billion AUM; it soft-closed to new investors in 2020. Forster talks to Faith Glasgow about how the environmental market universe has changed over the past 20 years since IEM launched, the macro challenges of the past few months and how the managers have used that market volatility, and the key opportunities emerging within this rapidly evolving investment arena.  See acast.com/privacy for privacy and opt-out information.

The US economy is the driver of much of the world’s growth. Is it on the ropes as inflation soars and interest rates are hiked, as is being suggested by many commentators? Or are investors selectively ignoring some more favourable signals? Plus, what is the wider global context, particularly diving below the macro-economic factors to the fortunes of individual companies – portfolio manager Matthew Tillett and podcast host Joe Lynam discuss. See acast.com/privacy for privacy and opt-out information.

On this week's episode, Alex Hamer returns to the podcast to assess BHP and Rio Tinto's more recent fortunes - are we reaching a turning point of their success?Then, the IC's economics writer Hermione Taylor makes her debut to ask whether we should be comparing our current era with the 1970s and 1990s, which has been a popular refrain among observers. Finally, the panel discuss the reluctance from some companies to list in the UK, particularly off the back of Cambridge biotech company Abcam to abandon it's London listing for the Nasdaq.Dan Jones hosts Julian Hofmann, Alex Hamer and Hermione Taylor. See acast.com/privacy for privacy and opt-out information.

On this week's show, we get the breakdown on GSK spinoff Haleon which is set to list next week.Then Arthur Sants takes a fascinating dive into the business of psychedelic drugs, and whether they can be the future of depression and anxiety treatment.Finally, the panel look into the potential European gas crisis, with the threat of Russian pipelines being turned off hanging over the continent.Dan Jones host Alex Newman, Alex Hamer, Mark Robinson and Arthur Sants.Timestamps:00:00 - Intro01:00 - News roundup02:49 - GSK spinoff Haleon listing previewed13:24 - Can psychedelics be the future of anxiety treatment?23:16 - A looming European gas crisis? See acast.com/privacy for privacy and opt-out information.