Investors Chronicle

On this week’s show Victoria Hasler, director for research and consulting at Square Mile Investment Consulting and Research, looks at the recent rush into bond funds, what’s driving it and whether now is a good time for investors to get involved with the asset class. And personal finance editor Leonora Walters looks at a new entrant in the real assets space and what it’s doing to stand out from the competition.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets show editor John Hughman talks to Phil Oakley to talk about the wider implications of Greene King's takeover, what Persimmon's results tell us about the health of housebuilders, and the disconnect between bond and stock markets.  See acast.com/privacy for privacy and opt-out information.

Gold looks comfortable for the moment at $1,500 per ounce, as the US-China trade war rumbles on and bond yields go negative. But is it too late for retail investors to get on this train, and what does it mean for gold-related equities? We had a chat with World Gold Council chief market strategist John Reade about gold price drivers and the context for the current highs.   See acast.com/privacy for privacy and opt-out information.

On this week's show deputy personal finance editor Dave Baxter makes the case for dialling down the US component of your global equity exposure. Alex Brandreth, deputy chief investment officer at Brown Shipley, argues in favour of maintaining some exposure to this market, and suggests some approaches and funds via which to get exposure. They also debate the merits of UK equity income funds and highlight some of the better performers in this area.    See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show John Hughman is joined by Simon Thompson to discuss the performance of Simon's Bargain Shares 2019 portfolio and what next for Burford and more.  See acast.com/privacy for privacy and opt-out information.

On this week's show deputy personal finance editor Dave Baxter explains why investors are piling into bond funds again and profiles a type of bond fund they are particularly keen on. Paul Syms, head of EMEA ETF fixed income product management at Invesco, makes the case for having exposure to this asset class at the moment – despite some risks – and accessing bonds via passive funds.    See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets Show editor John Hughman talks to Phil Oakley and Michael Taylor about the bear attack on Burford Capital, gold's big bounce, and why a punt on Boohoo might buck the retail trend  See acast.com/privacy for privacy and opt-out information.

As global energy markets move towards lower-carbon sources, oil- and coal-exposed equities could lose their value. We spoke to Legal & General Investment Management's head of commodity research, Nick Stansbury, to get a clearer picture on this major shift.   See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets Show editor John Hughman talks to contributor Michael Taylor about life as a full-time trader and what lessons long-term investors can learn from the techniques he employs.  See acast.com/privacy for privacy and opt-out information.

Extreme weather means John Hughman and Phil Oakley head to an Essex pub to record this week's IC Companies and Markets Show. We discuss yet another profit warning from Aston Martin, danger signs at Ted Baker, and why retailers like B&M and Amazon are bucking the trend. Plus an interesting value play in the energy sector.  See acast.com/privacy for privacy and opt-out information.

Lauren Peters, chartered financial planner at Fiducia Wealth, explains how to help your children manage their student debt and sets out some tax efficient ways to pass wealth to your children. Zayani Bhatt, meanwhile, explains why equity investors cannot ignore the US despite high valuations.    See acast.com/privacy for privacy and opt-out information.

On this week's show Tom Buffham, senior investment analyst at Octopus Investments, explains how emerging markets bonds can generate an attractive income and diversify portfolios.  See acast.com/privacy for privacy and opt-out information.

Digital editor Graeme Davies, specialist writer Phil Oakley and stock screens specialist Algy Hall discusses profit warnings, safe yields, AG Barr, Britvic and Fevertree and much more.  See acast.com/privacy for privacy and opt-out information.

Emerging markets are typically associated with the potential for strong growth. But Omar Negyal, co-manager of JPMorgan Global Emerging Markets Income Trust (JEMI), explains why emerging markets can also be a good source of dividends, and which areas and sectors offer particularly good opportunities. He also explains how he selects income stocks, and highlights some of the holdings that have helped this investment trust generate an attractive income.  See acast.com/privacy for privacy and opt-out information.

Joe Bauernfreund, manager of AVI Global Trust, explains how to spot a good investment opportunity at a discount and says why he thinks value investing is worth the wait. Zayani Bhatt explains why another fund manager argues that even if there is a hard Brexit a lot of new opportunities will arise, and profiles one of his picks.  See acast.com/privacy for privacy and opt-out information.

On this week's show digital editor Graeme Davies talks to Alex Janiaud and Harriet Clarfelt about our Income Majors special issue while Simon Thompson discusses how his 2019 Bargain Shares portfolio is performing with a focus on two investment companies.  See acast.com/privacy for privacy and opt-out information.

Andrew Lebus, lead manager of Pantheon International, a private equity investment trust, explains where you can find the best returns away from public markets and what you need to assess to find them. Personal finance writer Zayani Bhatt, meanwhile, explains the different ways in which young investors can start to build up retirement savings.  See acast.com/privacy for privacy and opt-out information.

Digital editor Graeme Davies in discussion with James Norrington and Alex Newman on the latest problems for Funding Circle, Jupiter's fund manager departure and the massive opportunities in the fin tech space both now and in the future.  See acast.com/privacy for privacy and opt-out information.

Hugo Ure, manager of Troy Income & Growth Trust (TIGT) and Troy Trojan Income Fund, explains how he manages to achieve a steady income and less volatile returns than many other UK equity income funds.  See acast.com/privacy for privacy and opt-out information.

On this week's show, Paul Major, co-manager of BB Healthcare Trust, explains how this fund is able to pay attractive dividends while investing in a growth area. He also profiles some of the healthcare sub sectors and companies which offer the best opportunities. Personal finance writer Zayani Bhatt, meanwhile, looks at a fund which provides a steady income, good total returns and portfolio diversification.  See acast.com/privacy for privacy and opt-out information.