Investors Chronicle

Why don’t women invest more than they currently do? In this new podcast series from Investors’ Chronicle, personal finance editor Val Cipriani and digital production journalist Madelaine Apthorpe look into the financial decisions and issues facing women in the UK.In the first episode, Val and Madi look at the investment gap and why women should invest more. Boring Money research estimates that there are 3.3mn more male than female investors in the UK. In monetary terms, the gender investment gap in the UK is around £678bn, roughly the size of Switzerland’s economy. As of 2022, British men had on average about £93,000 more in total wealth than women, a gap of 35 per cent.Val and Madi explore why women tend not to invest as much as men, looking at the research that suggests that when women do invest, they’re often better at it. Val explains how to approach your appetite for risk and what women who are considering investing should do as first steps.Women and Wealth is a six part podcast series from Investors’ Ch

Welcome to Women and Wealth, the new six part podcast series from Investors' Chronicle, looking at the world of investing and personal finance issues facing women. Join personal finance editor Val Cipriani and digital production journalist Madelaine Apthorpe as they explain and advise on everything from how to invest to asking for pay rise at work in the video podcast series.Across the six initial episodes, Val and Madi will discuss the investment gap; as men vastly outweigh women in investing, how to look after your finances in a relationship and moving in with your partner. Looking at the gender pay gap and how women can make sure they're getting fair pay for their work, Madi speaks with The Financial Times' Isabel Berwick about pay and work on tips to getting a better pay check.Other episodes look at the single women penalty, how to make the most of retirement as a woman and in an episode looking how motherhood can affect your personal finances, Val sits down with Alice Guy, a chartered accountant and moth

In the week the UK launched its strategic defence review, Dan Jones is joined by Christopher Akers to discuss the latest half-year figures from UK defence specialist Chemring (CHG), which have come in ahead of analyst consensus and reveal a record order book of £1.3bn. We then move further afield to Latin America, where stock markets have bounced back after a difficult 2024. Holly McKechnie joins the show to talk about the funds making the most of the rally.Moving back to the UK, companies editor Mark Robinson then joins Dan to discuss another company that has done well in recent days and weeks, Paragon Banking (PAG). What differentiates it from its peers?Timestamps1:17 UK Defence Spending11:30 Latin America19:11 Paragon BankMore on these topics:Chemring points to strategic defence review benefits as order book swellsThe Latin American funds with the most potentialParagon Banking beats expectations and upgrades outlook Hosted on Acast. See acast.com/privacy for more information.

We start with FTSE 250 retailer Pets at Home (PETS), whose veterinary arm is now making more than the retail business. Mark Robinson unpacks why this may be, the outlook for the year ahead and the valuation case.Our cover feature on 25 years of volatility is next. Julian Hofmann shares a quick recap of the more serious issues investors have dealt with over this period, the lessons learnt and more. Last up, BT (BT). The business's revenue declined year-on-year, but both Ebitda and normalised free cash flow were on the rise. Dan Jones and Mark Robinson unpack what’s been going on at the company. Timestamps1:25 Pets at Home14:31 25 years of volatility23:14 BTMore on these topics Pets at Home boosted by higher-margin vet servicesInvesting lessons from the past 25 yearsBT’s rationalisation boosts cash flows Hosted on Acast. See acast.com/privacy for more information.

Diploma’s latest results proved that investors’ confidence in the company is justified. Valeria Martinez joins Dan Jones to unpack the case for the specialist manufacturer, and whether its valuation is becoming stretched.  Alex Newman, author of this week’s Big Read on global tracker funds, discusses the contradictions that exist in the popular products and what investors can do to overcome them.We wrap up with Alex Hamer on why it might be the end of the road for the cobalt bull run, and China’s role in this shift.Timestamps1:28 Diploma10:49 Global stock market trackers25:58 CobaltMore on these topics:Diploma hits all-time high after raising guidanceGlobal trackers are broken – here’s how investors can fix themIs it finally time for cobalt to make a comeback? Hosted on Acast. See acast.com/privacy for more information.

We start with Experian’s (EXPN) latest results. Host Dan Jones and Julian Hofmann unpack what went right for the business, how it could fare in the event of a US slowdown, and whether investors should get involved. Next up is Imperial Brands (IMB). Chris Akers shares what led to the big share price reaction, how it compares with other competitors in the tobacco industry and what the main attraction is for investors.Last up, Val Cipriani discusses her personal finance feature on investing to travel the world. Listen to find out everything you need to know, from what to do with your home to what kind of portfolio you should build.Timestamps1:28 Experian13:16 Imperial Brands22:33 Investing to travel the world Hosted on Acast. See acast.com/privacy for more information.

The period since the last episode of Lee and the IC has been eventful to say the least, and the pair begin by unpacking Donald Trump’s tariffs, the subsequent market sell-off, and how it compares to similar eras in market history. The episode follows in typical fashion, and Lord Lee updates listeners on changes he has made to his portfolio in the period following “liberation day”, including Treatt (TET), and reveals why he believes PZ Cussons (PZC ) is a severely underrated stock.To wrap up, Alex queries Lord Lee on how he may use his M&G dividend, and Lord Lee shares why he has been involved in the stock market for over half a century. Timestamps 1:12 Liberation Day reaction3:33 Lord Lee’s opinion of the turn the world is taking5:41 Did Lord Lee expect a climbdown6:51 April’s selloff compared to others in history 9:49 Market rebounds to a downturn11:26 UK and US trade deal 14:04 Lord Lee’s portfolio during the tariff-induced downturn17:29 Lord Lee’s view on holding cash19:09 Trea

We begin with Arthur Sants and Dan Jones discussing the Apple antitrust issue, the iPhone manufacturer's role in Alphabet’s share price fall and Google’s place in the search engine world.Michael Fahy, author of this week’s Big Read on the future of aviation, up next. He explains some of the developments in the industry, the top players, and what companies may be under threat by the arrival of more modern aviation and fuel sources. Valeria Martinez then covers Mobico’s school bus fleet sale. The deal has been in the making for a while and aimed to reduce the company’s debt, but the agreement has since led to a significant share price drop. Valeria lays out its current debt situation, why investors are concerned and more. Timestamps 1:17 Apple & Alphabet20:50 The future of aviation34:38 Mobico Hosted on Acast. See acast.com/privacy for more information.

Dave Baxter returns with another IC Interviews, and he sits down with one of the rising stars of fund management, Jasmine Yeo of Ruffer Investment Company, the FTSE 250 trust that aims to deliver positive returns for investors throughout all market situations. Listen to find out how the portfolio is behaving in the wake of Donald Trump’s swathe of tariffs, which diversifiers the Forbes 30 Under 30 fund manager is backing, the macro threats the team are positioning for, and more. Timestamps 1:09 How the portfolio has held up 5:10 When it would be sensible to add risk7:09 US exceptionalism  11:53 Bonds 15:45 Reliable protectors17:12 Gold 20:18 Other diversifiers 21:40 Main macro threats and opportunities 24:30 Growth and equity exposurer Hosted on Acast. See acast.com/privacy for more information.

Recent results from Associated British Foods (ABF) highlighted that both its food and retail arms are facing some bumps in the road – think falling sugar prices and tariffs. Mike Fahy, Julian Hofmann and Alex Newman weigh in on everything going on and what investors need to know.Gold next. Its price reached an all-time high this month, and Alex Hamer looks at the drivers behind this boom, where it could fit in a portfolio today, and sheds some light on investment options. Lastly, Jemma Slingo unpacks results from Keystone Law (KEYS). Jemma and Dan discuss why investors were pleased and how changes to its offices aid its balance sheet. Timestamps 1:25 ABF15:52 Gold 29:44 Keystone Law Hosted on Acast. See acast.com/privacy for more information.

In another packed episode, host Dan Jones is joined by Christopher Akers to look at half-year results from car testing company AB Dynamics (ABDP). Can it continue to perform well at a time when the automotive industry is yet again facing a string of pressures, including those dreaded tariffs?Next up is a look at this week’s Big Read on ‘survivor shares’. James Norrington introduces the thinking behind the piece and discusses the metrics you can use to find companies that will prosper in an uncertain world. The team then turn to preference shares. While loved by income seekers because of their impressive yields, they may not be long for this world given Aviva’s (AV.) successful attempt to cancel some of its prefs this month. Jemma Slingo discusses the implications and whether investors are being too hasty in voting for the cancellation of these shares.1:21 AB Dynamics10:35 Survivor Shares22:13 Preference shares Hosted on Acast. See acast.com/privacy for more information.

As a wealth preservation fund, Personal Assets aims to generate returns above inflation using a long-term approach. But with uncertainty rife thanks to tariffs, the fund is facing a very “interesting” time.In our latest IC Interviews episode, Dave Baxter and Charlotte discuss the talk of the town – tariffs. Listen to the episode to hear the pair unpack the fund’s behaviour after the sell-off, why the managers are backing gold, why Charlotte doesn’t believe weight-loss drugs are a threat to alcohol stocks, and more. This episode was recorded on 14 April.Timestamps  00:59 How the fund is behaving after the sell-off4:00 Impact of tariffs on stock markets 8:35 Stock markets the fund is favouring12:06 US Treasuries15:44 Sectors to benefit from structural inflation18:31 Gold 20:51 Food and drink stocks 22:49 Weight-loss drugs and alcohol consumption26:27 Markets aside from the US 27:28 The aim of the fund Hosted on Acast. See acast.com/privacy for more information.

We begin with results from electronics manufacturer, TT Electronics (TTG). Michael Fahy and Arthur Sants explain how its North American and European divisions have been performing, and how the senior leadership is changing.Tariffs again, but from a different angle. Arthur Sants, our US correspondent, unpacks how tech stocks Apple (AAPL) and Nvidia (NVDA) are faring, what could happen next and which businesses are best set to prosper. Last up, Mark Robinson covers motor finance and lender S&U’s (SUS) results. It faces significant uncertainty due to regulatory issues and a Supreme Court ruling taking place in a few months. Mark and Dan explore what it means for the business and its shareholders.Timestamps 1:30 TT Electronics10:12 Tariffs and trade28:21 S&U Hosted on Acast. See acast.com/privacy for more information.

As tariffs continue to send markets into a frenzy, the panel gives listeners a rundown of how we got here, what’s happening now and what lies ahead for untouched industries such as pharmaceuticals. Val Cipriani joins to discuss this week’s cover feature on the investing world beyond listed stocks. Val and Dan share how investors can get exposed to unlisted shares, how to find out what they’re worth and other tips to find out if you can trust valuations.It’s then on to Staffline’s (STAF) results. Valeria Martinez reveals why it held up better than its recruiting peers and what its recent PeoplePlus disposal means for the business in the future.Timestamps 1:53 Market frenzy18:13 Unlisted stocks28:27 StafflineClaim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial *After your 12-week trial you will

The panel unpack details of the swathe of tariffs announced by US President Donald Trump. They discuss what was announced, their curious calculations, the implications on nations and stocks, and what retaliations could occur.Dave Baxter joins to discuss global equity funds, the topic of this week’s Big Read. Dave and Dan unpack the thinking behind the piece, some of the companies that crop up in the funds mentioned, including the most popular of the Magnificent Seven and more. Lastly, Jemma Slingo covers the latest on Aviva (AV.), which is attempting to cancel its preference shares. It argues they are an ‘inefficient form of funding’, but investors are not too happy with the move. Timestamps1:41 Tariffs21:15 Global equity funds28:15 Aviva Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial *After

Dan Jones is joined by Natasha Voase to discuss Bellway’s (BWY) results, and what they reveal about the state of the property market. The pair also unpack the future of housebuilding in light of the Spring Statement and what it means for Vistry (VTY) and Barratt Redrow (BTRW).Val Cipriani joins to carry on the Spring Statement conversation, but changing course toward Isas and the various takes experts, investors and providers will have on changes to allowances.Lastly, we’re back to company results with Fevertree (FEVR). Mark Robinson explores the wider trends in the beverages sector and the company’s deal with brewer Molson Coors.Timestamps1:27 Housebuilders11:12 Isas21:32 FevertreeClaim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial *After your 12-week trial you will pay just £62 every 13 weeks by dir

The Blue Whale Growth fund concentrates on large cap companies across global stock markets. US tech has dominated global indices, investors’ minds and until recently, the fund. Dave Baxter talks to manager Stephen Yiu about his updated thoughts on the Magnificent Seven, Donald Trump’s impact on the AI play, overlooked sectors and more.This episode was recorded on 24 February.Timestamps00:29 DeepSeek 2:13 Identifying AI winners 5:36 Exiting Microsoft and US tech9:38 Turnover in the fund13:03 Evolution of the fund16:55 Valuations 20:10 European and Asian companies21:54 Trump and the trade war23:33 Areas to keep an eye on27:30 Compelling themes in the fund beyond AI32:09 Overlooked companies34:24 Danaher Hosted on Acast. See acast.com/privacy for more information.

Dan Jones is joined by Alex Newman and Julian Hofmann to discuss the shift away from US shares towards Europe and even the UK – and the implications for investors.Next up, Alex Newman breaks down his Big Read this week on how the ultra-rich invest and what more humble investors can learn from their investing practices.Lastly we turn our attention to UK company reporting and specifically Close Brothers (CBG), whose results this weekprompted a sell-off, with the shadow of motor finance rulings lingering over the company.1:29: The great rotation16:50: The Big Read: Ultra-rich Investors23:51: Close Brothers Hosted on Acast. See acast.com/privacy for more information.

Mark Robinson sits in for Dan Jones this week and is joined by Michael Fahy to discuss building supplier stocks. The sector has had a rough few years with rising inflation and interest rates, and declining demand. Michael explores where the industry goes next.Alex Newman joins to unpack everything going on with FTSE 250 listed shipbroker Clarkson (CKN) whose share price dropped after it released results.Julian Hofmann covers the news of Germany’s rearmament. The country faces significant challenges to fund and implement its colossal plan, but stocks are already reaping the benefits.Last up, Valeria Martinez discusses digital revenues in publishing, specifically focusing on Reach (RCH). Mark and Valeria unpack how its new business plan could impact growth.Timestamps5:18 Building suppliers 15:12 Clarkson18:51 Germany’s rearmament26:10 Reach Hosted on Acast. See acast.com/privacy for more information.

Anna Bielby took the helm at Vp in September 2023, a year after John took his own stake in the business. In this episode, Bielby, Lord Lee and IC associate editor Alex Newman discuss the equipment leasing group's history, business model, threats and opportunities.As always, Alex and John wrap up with an update on Lord Lee’s portfolio, plus his take on defence stocks. Timestamps 0:59 Introduction3:57 Lord Lee’s history with the company5:17 Business model & threats6:58 Hinkley Point8:03 Rail demand 11:11 How it fits in Lord Lee’s portfolio12:37 Questions from Lord Lee15:33 Current trading outlook17:49 Impact of tariffs18:37 Dividend22:38 2022 sale saga25:24 Concerns over weak valuations28:24 Financials34:39 Changes to Lord Lee’s portfolio36:24 Defence Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk