Investors Chronicle

2020 has been a difficult year for many industries, but one that has bucked the trend is the home improvement sector. It makes sense - most people have had more time at home than ever before, and more free time in general to make changes.   See acast.com/privacy for privacy and opt-out information.

The art of bottom-up stock selection is crucial in Asian markets, with benchmarks shifting all the time. In this interview, Robin Parbrook, co-manager of Schroder Asian Total Return Investment Company (ATR), explains his philosophy for investing in Asia.  See acast.com/privacy for privacy and opt-out information.

On this week's Alpha podcast, Phil explains why he likes Procter and Gamble for his Fantasy Sipp, critiques Croda's latest acquisition and says why he prefers steady quality companies despite the recent rush into value stocks on vaccine news. He also discusses some of the tough lessons 2020 has taught investors.  See acast.com/privacy for privacy and opt-out information.

English stadiums have been fanless since football returned on June 17th, with plans to gradually reintroduce them at the start of October cancelled by the second coronavirus wave. And it’s not just the clubs which have felt the squeeze; football has a wider impact on the fortunes of the likes of pubs, retailers, broadcasters, sponsors….the list goes on.   See acast.com/privacy for privacy and opt-out information.

In October Nick Hubble teamed up with Nigel Farage to launch Fortune & Freedom, a morning newsletter which aims to help people take control of their finances. In just over a month it has gained over 33,000 subscribers. Should ‘the financial establishment’ be nervous?  See acast.com/privacy for privacy and opt-out information.

Showrooms have closed again as the UK goes into a second lockdown, with the market already undergoing something of a crisis, how will it cope with this latest challenge?  See acast.com/privacy for privacy and opt-out information.

Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Leading Companies Fund and Pacific Fund.  See acast.com/privacy for privacy and opt-out information.

Many major tech companies have seen their share prices skyrocket in the last decade and the recent pandemic has propelled some companies’ prices even higher. Daniel Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities and Victoria Scholar, Market Analyst at IG determine the new tech companies we should be looking at, which companies’ prices are expected to drop when a vaccine is ready, and which ones should continue to grow.Inspired? Find your next opportunity at IG.comRisk warningSpread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 76% of retail investor accounts lose money when trading spread bets and CFDs with this provider. You should consider whether you understand how spread bets and CFDs work, and whether you can afford to take the high risk of losing your money.  See acast.com/privacy for privacy and opt-out information.

On this week's Alpha podcast, John and Phil talk about what a second lockdown could mean for retailers including Sainsbury and Associated British Food, how Autotrader is making hay by helping the car industry keep its head above water, and whether there's value in a bombed out cyclical.  See acast.com/privacy for privacy and opt-out information.

Does anything say ‘global catastrophe’ more than the cancellation of Wimbledon? 2020 is the first year since the end of the Second World War that the UK’s favourite tennis tournament has not taken place. In sports, music, money, dogs, food and every other sector, the global events industry has been battered by coronavirus.  See acast.com/privacy for privacy and opt-out information.

This is an IG partner content podcast. The news and editorial team of the IC had no role in its production.In the midst of a pandemic and key events such as the US election and Brexit, how are investors approaching the markets? Daniel Lacalle, Chief Economist at Tressis and Chris Beauchamp, Chief Market Analyst at IG, debate investing in the current climate. Are there any good investments out there? If there are, what are they? And what should we watch out for in the months and year ahead?Inspired? Find your next opportunity at IG.comRisk warningSpread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 76% of retail investor accounts lose money when trading spread bets and CFDs with this provider. You should consider whether you understand how spread bets and CFDs work, and whether you can afford to take the high risk of losing your money.  See acast.com/privacy for privacy and opt-out information.

Chuka Umunna was once touted as a future leader of the Labour Party. In this week’s IC Interview, he explains why you may be able to do more good in the world of business than politics.  See acast.com/privacy for privacy and opt-out information.

On this week's Alpha podcast John Hughman talks to the IC's private investor diarist John Rosier about maintaining discipline in choppy markets, why he's eyeing value as his next move, and why doing nothing may sometimes be the best option.  See acast.com/privacy for privacy and opt-out information.

In a year like no other, it is hardly surprising that the US presidential election has, so far, been like no other.  See acast.com/privacy for privacy and opt-out information.

A global pandemic, a US election and the UK’s Brexit transition period drawing to a close are having a profound effect on the markets. IG’s Jeremy Naylor and Senior Economist Peter Dixon from Commerzbank discuss what impact they may have on the dollar and sterling, and what other currencies we should be keeping an eye on.Inspired? Find your next opportunity at IG.comRisk warningSpread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 76% of retail investor accounts lose money when trading spread bets and CFDs with this provider. You should consider whether you understand how spread bets and CFDs work, and whether you can afford to take the high risk of losing your money.  See acast.com/privacy for privacy and opt-out information.

Nick Train hates selling companies so much that he can’t quite remember which stock he sold last. In this wide ranging interview, he explains how this strategy has helped his funds outperform in a difficult year and answers the big question: why do you continue to hold Pearson?  See acast.com/privacy for privacy and opt-out information.

On this week's Alpha Podcast John Hughman and Phil Oakley talk about three companies where the power of their trusted brands matters more than ever – Unilever, Reckitt Benckiser and Games Workshop.In his column this week, Phil looks at how Games Workshop profit forecasts are probably too low. He says this and the long-term potential of its brands can keep its share price moving up. Click here to read.If you don't subscribe to Alpha already, you can sign up for a four-week trial for just £4 by clicking on the following link: investorschronicle.co.uk/TryAlpha  See acast.com/privacy for privacy and opt-out information.

The UK is in a puppy frenzy. The loneliness of lockdown, combined with the realisation that working from home is likely to last a long time saw demand spike. Average puppy prices have doubled.  See acast.com/privacy for privacy and opt-out information.

This week we speak with the economist and broadcaster Tim Harford, presenter of More or Less on BBC Radio 4 and the podcast Cautionary Tales, a Financial Times columnist and author of several books including The Undercover Economist, Fifty Things That Made the Modern Economy, and Messy.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Alpha Podcast John and Phil discuss how online shopping has transformed Dunelm's business, whether Asos can shake off the economic challenges affecting its core customer base, and why Domino's troubles are far from behind it.If you don't subscribe to Alpha already, you can sign up for a four-week trial for just £4 by clicking on the following link: investorschronicle.co.uk/TryAlpha  See acast.com/privacy for privacy and opt-out information.