Investors Chronicle

Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.Alex Newman spoke to platform boss Andy Bell, founder of AJ Bell, about the private investing landscape, the future of shareholder democracy, and how to investor behaviour has changed in the wake of the Covid-19 pandemic.  See acast.com/privacy for privacy and opt-out information.

Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.Risk management expert and founder of HSBC’s geopolitical risk team Derek Leatherdale told Alex Newman what investors need to know to keep their money safe in an increasingly fractious world, and what could happen next in the US: China standoff.  See acast.com/privacy for privacy and opt-out information.

Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.Megan Boxall speaks to famed short selling activist Carson Block, whose firm Muddy Waters has exposed some several major corporate fraud and accounting scandals on stock markets around the world.  See acast.com/privacy for privacy and opt-out information.

Is the potential growth in China worth the risk to western investors? Or has the recent escalation of tensions between China and Hong Kong made this a market that is best avoided?In part one of our two part series exploring the rising tensions between the world's two superpowers, John and Megan have been joined by Phil Oakley, Philip Ryland and Dave Baxter to discuss the challenges of the China investment saga.Featuring interviews with China market experts, Muddy Waters’ Carson Block and Derek Leatherdale, the former head of geopolitical risk at HSBC.  See acast.com/privacy for privacy and opt-out information.

Whatever your views on the social and political implications of recent protests against racial inequality, their message has dredged up a thorny subject for the investment world. How much does good social practice matter to companies and to what extent are those companies accountable for social malpractice?  See acast.com/privacy for privacy and opt-out information.

Liquidity or illiquidity is a tentative topic for British investors, especially in the wake of the Woodford fiasco of 2019. In coronavirus markets, liquidity is again being used as a dirty word - should we be fearful of rallies driven by liquidity? Phil Oakley and Chris Dillow have joined Megan Boxall and Dave Baxter to help answer that question. And Alex Hamer has introduced us to the idea of illiquidity as an investment strategy.There are a couple of articles in the mag this week that it might be worth dropping into the podcast page as well: Chris Dillow on not being fearful of liquidity driven rallies and Phil Oakley's musings on whether the the stock market is detached from reality.  See acast.com/privacy for privacy and opt-out information.

As full lockdown begins to ease, Britain is starting to get back on its feet. But what state is the consumer industry in? And is it prepared for the challenges of a post-coronavirus world? To understand the outlook for the market, we have spoken to Alex Janiaud and Phil Oakley. And we have been joined by Patrick Dardis, chief executive of pub group Youngs to discuss the outlook for his company.  See acast.com/privacy for privacy and opt-out information.

Vaccine and treatment progress in the war on coronavirus is unsurprisingly capturing investor attention. But there is a world of healthcare beyond the pressure of the pandemic which could provide investors with far more lucrative returns. In this week’s podcast John Hughman and Megan Boxall are joined by Harriet Clarfelt and Mary McDougall to discuss the investment opportunities in the market. Harriet has also spoken to special guest Nina Deka from Robo-Global and we celebrate the long awaited return of Phil Oakley.  See acast.com/privacy for privacy and opt-out information.

Bubbles are both an exciting and terrifying part of market life, offering investors the potential for both huge gains and also massive losses. But how do investors navigate a phenomenon they often don't know they're experiencing until it bursts? On this week's Investment Hour John Hughman and Megan Boxall are joined by IC experts Algy Hall, Chris Dillow, Philip Ryland and Dave Baxter to try and understand why bubbles form and pop, and what to do if you think you're in one.  See acast.com/privacy for privacy and opt-out information.

Mary McDougall explains how you can get income from equities even amid dividend cuts. Ed Smith, head of asset allocation research at Rathbones, considers whether a rise in inflation is likely and highlights some investments to protect against this. He also explains why although the coronavirus pandemic is unlikely to end globalisation there are some emerging trends investors need to be aware of.  See acast.com/privacy for privacy and opt-out information.

For all the challenges posed by coronavirus, the crisis also provides multiple opportunities for renewal. That’s the theme of our series of features ‘The New Future’ which we kicked off this week and is also the topic of this week’s podcast when John Hughman and Megan Boxall are joined by regular guests Algy Hall and Alex Newman. Plus the long overdue podcast debut of the IC’s resident economist Chris Dillow.  See acast.com/privacy for privacy and opt-out information.

In this week’s show Cormac Weldon, manager of Artemis US Select Fund, explains how he outperforms the notoriously difficult to beat S&P 500 index and highlights some US companies that could benefit from the changing investment landscape. Mary McDougall looks at what LF Blue Whale Growth Fund’s manager was investing in when others were cautious and why he places such great importance on valuations.  See acast.com/privacy for privacy and opt-out information.

Britain is reopening – slowly. After the announcement of UK economic data, it has become clear that an easing of lockdown measures has become vital if we’re going to protect the health of the economy.In this week’s episode of the Investment Hour, Phil Oakley joins John Hughman and Megan Boxall to discuss why the economy needs to open rapidly and Harriet Clarfelt discusses some of the healthcare companies which may get us back to normality quickly. Plus, John Rosier joins the team to give an update on the performance of his portfolio.  See acast.com/privacy for privacy and opt-out information.

In challenging times, investors have looked to the king of investing for some guidance. Warren Buffett has delivered – but perhaps not in the way that the investors who are leaping back into the troubled stock market would have wanted. On this week’s Investment Hour, Megan Boxall and John Hughman discuss how the human psyche can sway even the best investors’ decisions.   See acast.com/privacy for privacy and opt-out information.

On this week’s show Dave Baxter explains how to get a good income by selectively investing in bonds. And Stuart Widdowson, manager of Odyssean Investment Trust, explains how taking a private equity approach when investing in smaller companies has helped iron out the volatility associated with this area.   See acast.com/privacy for privacy and opt-out information.

On this week’s show Darius McDermott, managing director of Chelsea Financial Services, looks at what effects oil price volatility is having on different types of funds and sets out some suggestions on where to get a more reliable income. He and Mary McDougall also highlight some mistakes you should not make in turbulent markets, and set out some techniques to stop making them.  See acast.com/privacy for privacy and opt-out information.

Six weeks of lockdown have unsurprisingly squeezed our spending. But the pain isn’t just being felt by the companies where you usually splash your cash. The impact is rippling up the chain and hurting property companies and banks. In this week’s episode of the Investment Hour, we discuss the implications for investors with Emma Powell and Alex Newman. And we talk to Phil about the importance of a much overlooked financial metrics: sales.   See acast.com/privacy for privacy and opt-out information.

This week Annabel Brodie-Smith, communications director at the Association of Investment Companies, updates on how investment trusts have been performing amid the recent market plunges and explains why they could still pay a good income. Dave Baxter looks at which assets have held up amid the market melt down and highlights some funds with which to access them.  See acast.com/privacy for privacy and opt-out information.

On this week's Investment Hour the IC team get to grips with a crazy week on the oil markets, while Phil Oakley reveals a safe haven share for turbulent times.  See acast.com/privacy for privacy and opt-out information.

In this week's show Dave Baxter highlights some alternative assets which offer an attractive income, and suggests some investment trusts with which to access them. Mary McDougall explains how to work out your risk appetite, and why this might have changed as a result of the coronavirus outbreak. And Dave looks at why Scottish Mortgage Investment Trust has had to write down the value of some of its assets and how this has affected its performance.  See acast.com/privacy for privacy and opt-out information.