Investors Chronicle

After a dramatic exit from London in 2017, Gemfields (SA:GML) is coming back. The emerald and ruby miner and Fabergé owner was taken off Aim by its major shareholder Pallinghurst, run by former BHP chief executive Brian Gilbertson. He and his son Sean had been involved in the precious stones company from the start, but the takeover saw a fight between the family and Gemfields management, led by chief executive at the time Ian Harebottle. In this episode of the Extraction Podcast, Sean Gilbertson – now chief executive of Gemfields – shows us stunning stones, explains why rubies, emeralds and sapphires are different from struggling diamonds and why he wants to keep the loss-making Fabergé in the portfolio.  See acast.com/privacy for privacy and opt-out information.

On this week's show Mary McDougall explains why professional investors don't think that the corona virus will impact China's long-term growth potential. Dave Baxter looks at when it is acceptable for funds to have a substantial allocation to cash. And  Christine Ross, client director and head of private office at Handelsbanken Wealth Management, highlights some potential IHT changes that could affect the way you plan for this and which tax efficient wrappers will help you get the most out of your investments.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show John Hughman and Phil Oakley talk about news that the CMA is planning to investigate competition across the UK and what it could mean for shareholders.  See acast.com/privacy for privacy and opt-out information.

On this week’s show Dave Baxter looks at how much money investors trapped in Neil Woodford’s former fund are getting back. Adrian Lowcock, head of personal investing at Willis Owen, explains how best to access illiquid assets and why investors shouldn’t panic in response to market volatility triggered by events such as the corona virus. Mary McDougall, meanwhile, sets out ways to ensure that you take part in votes on your listed investments.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show Phil Oakley tells John Hughman why Auto Trader is one of his favourite businesses, asks if Apple's shares can continue to motor, explains why Unilever is stuck in first gear, and why BT and McCarthy & Stone could be heading for a breakdown.  See acast.com/privacy for privacy and opt-out information.

On this week’s show Rachel Winter, associate investment director at Killik & Co, considers whether gold is good way to diversify your portfolio and suggests some ways to get exposure to it. She also says what areas of commercial property look like they have better prospects, and explains why liquidity is an important issue when choosing a fund.  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 Fevertree is losing its fizz, JD Wetherspoon's winning pub formula, and how the examples of PepsiCo and Sage show why UK investors should broaden their horizons.  See acast.com/privacy for privacy and opt-out information.

On this week's show Dave Baxter looks at what areas professional investors think could do well and how you can access them. David Jane, multi asset fund manager at Premier Miton, explains why he invests in some US equities despite arguably high valuations. And they highlight some areas of the bond market that should still deliver decent returns.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show editor John Hughman is joined by full-time private investor and regular columnist John Rosier to hear about the winning formula behind his market-beating portfolio.  See acast.com/privacy for privacy and opt-out information.

On this week's show Dave Baxter looks at which regions generate the highest yields and best the funds to tap into them. Jonathan Moyes, head of investment research at Wealth Club, explains what VCTs and EIS are, how they can improve your tax efficiency, and who should consider investing in them.  See acast.com/privacy for privacy and opt-out information.

On the first Companies & Markets Show of the new decade, editor John Hughman talks to Phil Oakley about the quality strategy behind his Fantasy Sipp and new UK Quality portfolio, and why quality is still in short supply in the UK retail sector.  See acast.com/privacy for privacy and opt-out information.

On this week’s show Guy Anderson, manager of Mercantile Investment Trust, assesses the prospects for UK equities, and highlights the risks and opportunities among mid-caps. Deputy personal finance editor Dave Baxter highlights some funds that could benefit from a change in investor sentiment and action on an urgent issue.   See acast.com/privacy for privacy and opt-out information.

In this week's show Dave Baxter considers the prospects for emerging markets and Ben Seager-Scott, head of multi-asset funds at Tilney Group, suggests some funds for accessing them. They also assess the situation of UK equities and highlight some funds focused on the better areas of this asset class. And Ben explains why you can't ignore the US and sets out some ways to get exposure to it.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show editor John Hughman talks to Algy Hall about why 2019 has been a good vintage for our Tips of the Year.  See acast.com/privacy for privacy and opt-out information.

After years in the doldrums, both sterling and domestic-facing UK equities have made large gains on the back of a successful general election for the Conservatives. But is it plain sailing from now on? Victoria Hasler, director for research and consulting at Square Mile, discusses what a long road to Brexit might mean for investors.She and deputy personal finance editor Dave Baxter talk about whether the open-ended UK property funds, which have been struggling with Brexit-related uncertainty, are due a reprieve. They also look at what the future might hold for bond investors after a healthy 2019.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies & Markets Show editor John Hughman talks to Phil Oakley about the good, the bad, and the ugly of acquisitions.  See acast.com/privacy for privacy and opt-out information.

With property prices and equity markets rising for much of the last decade, more and more families are paying inheritance tax (IHT). IHT receipts hit a record high in the last tax year, but there are many individuals who could mitigate their final bill. In this week’s personal finance show, Foresight Group’s Hugi Clarke sets out what you need to know about IHT planning.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show editor John Hughman talks to Phil Oakley about how to spot the signs that could derail a company's share price.  See acast.com/privacy for privacy and opt-out information.

The uncertainty hanging over UK equities has translated into less activity on the IPO front this year - but any clarity could spell an end to the bottleneck. Oliver Brown, manager of the MFM UK Primary Opportunities fund, talks about what this has meant for his fund and how investors can navigate the current situation.He and deputy personal finance editor Dave Baxter also look at forced sales in the Woodford Equity Income fund, and whether there are more bargains to come for opportunistic investors.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show John Hughman and Phil Oakley talk to special guest Peter Higgins, founder of Conkers Corner, about his investment philosophy, the importance of research, and why investors shouldn't be afraid of doing nothing.   See acast.com/privacy for privacy and opt-out information.