Investors Chronicle

On this week's IC Companies & Markets Show John Hughman and Phil Oakley talk about why investors should be wary of companies favouring buybacks over special dividends, and why the travel industry could prove a good contrarian investment    See acast.com/privacy for privacy and opt-out information.

On this week's show Dave Baxter looks at which parts of markets may present and suggests some funds with which to access them. Dave also explains why Perpetual Income and Growth Investment Trust has sacked its manager and what it is doing about replacing him. And Mary McDougall looks at how companies are still managing to hold AGMs, despite social distancing rules, and explains how you can still take part in these meetings.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show editor John Hughman speaks to Alex Newman and the companies team about their hunt for safe sectors amid the Covid chaos, and Phil Oakley explains why investors in today's market should be paying more attention to the teachings of Ben Graham.    See acast.com/privacy for privacy and opt-out information.

This week Dave Baxter explains why despite increasing numbers of UK companies slashing their dividends investment trusts should be able to continue to deliver a reliable income. Rosemary Banyard, manager of VT Downing Unique Opportunities Fund, says where she is finding opportunities in the UK small and mid-caps space, and profiles two companies that are doing well now and should continue to deliver strong returns.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show John Hughman talks to Megan Boxall about why Covid-19 could permanently change the way the world works, and Phil Oakley explains why he thinks talk of recovery is premature.  See acast.com/privacy for privacy and opt-out information.

On this week’s show Dave Baxter explains why funds which take an environmental, social and governance (ESG) investment approach have recently fared better. He and Steve Kenny, commercial director at Square Mile Investment Consulting and Research, consider whether ESG funds can continue to do well and explain why you need to carefully examine them before you invest. And Steve and Mary McDougall set out some sensible investment strategies for turbulent markets.   See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show John Hughman talks to Alex Newman and Phil Oakley about how income-seekers can survive the dividend crisis, why Covid-19 may bring about much-needed changes in attitudes towards market and business risk, and a tech giant that should be on every investor's watchlist.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show editor John Hughman talks to Megan Boxall and Phil Oakley about how science and government are mobilising their resources to beat Covid-19.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show John Hughman and Phil Oakley survey the damage Covid-19 has inflicted on global stock markets and explain why investors need to prepare themselves for the very different world it could leave behind.  See acast.com/privacy for privacy and opt-out information.

With markets tumbling and economies on lockdown, much of this week's Budget was focused on tackling the worst effects of the coronavirus. But with some eye-grabbing initiatives in the pensions and Isa space, deputy personal finance editor Dave Baxter and Shore Financial Planning director Ben Yearsley discuss some of the implications the Budget could have on your finances.  Meanwhile investment writer Mary McDougall delves into a controversial sector – absolute return funds – and asks how effective they are in volatile markets.  See acast.com/privacy for privacy and opt-out information.

On this week's show Jason Hollands, managing director at Tilney Group, explains why you should not panic sell during falling markets and sets out some suggestions on how to manage your money through volatility. Personal finance writer Mary McDougall explains why European equities can provide good investment opportunities despite economic problems. And Jason sets out some of the tax benefits of Isas and how you can save for retirement with them.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show editor John Hughman talks to regular contributor and our new daily Market Outlook writer Neil Wilson to assess the prospect for markets as the economic impact of Covid-19 starts to show up in company updates.  See acast.com/privacy for privacy and opt-out information.

On this week's show James Norton, senior investment planner at Vanguard UK, highlights some bad investment habits and steps you can take to avoid falling into them. Mary MacDougall profiles some of the more common investment scams and sets out some tips on how to avoid falling into them. And Dave Baxter and James profile Vanguard’s new self invested personal pension (Sipp), and look at how it compares to other platform Sipps.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets Show John Hughman and Phil Oakley discuss the potential economic and market impact of the coronavirus.  See acast.com/privacy for privacy and opt-out information.

In this week's show Dave Baxter explains why holding different assets might not diversify your portfolio as much as you think and what you need to do to ensure that your holdings are really differentiated. Katie Potts, manager of Herald Investment Trust, explains why the UK offers good tech opportunities and she invests more in the home market than the US. She also profiles some tech stocks that have done well and explains why a holding under pressure is still a good company.    See acast.com/privacy for privacy and opt-out information.

On this weeks IC Companies and Markets Show editor John Hughman talks to commodities correspondent Alex Hamer and trader Michael Taylor about the latest twist in the Sirius tale, the surprising return of Gemfields, what the coronavirus means for precious metals, and the mineral complexities of electric vehicles.   See acast.com/privacy for privacy and opt-out information.

Andrew Ness, co-manager of Templeton Emerging Markets Investment Trust (TEM), explains how he tries to spot value and avoid traps, and what has recently contributed to the trust's performance.   See acast.com/privacy for privacy and opt-out information.

New BP chief executive Bernard Looney has stamped his authority on the company in his first month in the job, committing to getting the oil and gas supermajor to net zero carbon emissions by 2050. To do this, he will do away with the longstanding upstream and downstream divisions, although this is just about the only concrete detail available. In any case, this commitment marks a major change for the industry. We've brought in Panmure Gordon analyst Colin Smith to talk radical change in oil and gas, virtue signalling and the Looney revolution.  See acast.com/privacy for privacy and opt-out information.

On this week's show Dave Baxter looks at how a professional investor is managing UK equity risk, and which parts of the market and companies she thinks are worth it. Charlotte Ransom, chief executive officer of Netwealth, explains why you could lose money by trying to avoid certain risks, and sets out some strategies to help you stay invested while mitigating downside. They also consider whether a new type of report will help you establish whether funds are good value for money.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show John Hughman and Phil Oakley talk about why directors should own shares in the companies they run, the attractions of Relx and Avon Rubber, and the madness of Ocado's valuation  See acast.com/privacy for privacy and opt-out information.