Investors Chronicle

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.

Asia Dragon Trust (DGN) had not performed so well earlier in the decade, but last year and so far this year its performance has been much better. Adrian Lim, manager of this trust, which was previously called Edinburgh Dragon Trust, explains what brought about the improvement, and the main differences between his previous and current investment approach. He also explains what his definition of a quality company is, how he goes about selecting one and highlights some holdings that he has recently added to the trust.  See acast.com/privacy for privacy and opt-out information.

In this week's show Noelle Cazalis, co-manager of Rathbone Ethical Bond, explains how the fund outperforms many peers that don't have an ethical remit and some of the benefits of taking such an approach. Dave Baxter explains why value style investing might be making comeback and how establish which funds genuinely take a value approach.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets Show editor John Hughman talks to Algy Hall about the dividend-paying small caps behind one of his most consistently-performing stock screens, and Nilushi Karunaratne explains how investors can tap into the UK's incredible progress on energy decarbonisation  See acast.com/privacy for privacy and opt-out information.

The deadline for constituency nominations for the 12 December general election has passed, providing interesting insight into potential outcomes. IG Index’s Jeremy Naylor and Damian Lyons Lowe of Survation break down the parties, their leaders and what they each must do to gain a political majority on election day.Inspired? Find your next opportunity at IG.com  See acast.com/privacy for privacy and opt-out information.

On the week's IC Companies & Markets Show editor John Hughman talks to Phil Oakley about the turnaround challenges faced by FirstGroup and BT, the marketing brilliance of Greggs and Fevertree, and a value opportunity in retail property.  See acast.com/privacy for privacy and opt-out information.

On this week's show Peter Walls, manager of Unicorn Mastertrust, a fund of investment trusts, sets out what he looks for when selecting holdings, and how he mitigates the added risks that come with the benefits of these funds. He also highlights some investment trusts he has recently added to. Deputy personal finance editor Dave Baxter, meanwhile, explains why professional investors are more optimistic and how they have changed their asset allocations to reflect this.  See acast.com/privacy for privacy and opt-out information.

Sam Cosh, manager of European Assets Trust (EAT), says how he selects smaller companies that should be able to make good returns through the economic cycle and profiles holdings that he thinks have good prospects going ahead. He also sets out some of the risks European smaller companies face and how he has positioned the trust to deal with this, and explains why the trust's performance has lagged in recent years.  See acast.com/privacy for privacy and opt-out information.