Investors Chronicle

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.

The latest in the Woodford saga, how Trump's tariff war is starting to bite UK tech, BAE's Saudi sales threat, the opportunities in streaming and more as digital editor Graeme Davies discusses this week's issue with Alex Janiaud and Tom Dines.  See acast.com/privacy for privacy and opt-out information.

On this week's show Adrian Lowcock, head of personal investing at Willis Owen, explains why the level of illiquid investments in LF Woodford Equity Income Fund was of concern, and when this could be a problem for other funds. Phil Kent, lead adviser to GCP Infrastructure Investments, sets out the arguments for investing in infrastructure debt and says where he is finding the best opportunities in this sector.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show editor John Hughman and Phil Oakley discuss what to do when it seems as though There Is No Alternative but to buy overpriced assets.  See acast.com/privacy for privacy and opt-out information.

On this week's show Victoria Hasler, research and consulting director at Square Mile, considers whether investors could have anticipated that LF Woodford Equity Income Fund would stop trading and what risks you have accept when investing. Zayani Bhatt, meanwhile, weighs up the risks and rewards of innovative finance Isas.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies & Markets show, editor John Hughman is joined by Phil Oakley and Alex Janiaud to talk about signs of trouble in the car industry, fresh concerns about the Help to Buy Scheme, and why the hunt for quality is becoming a very crowded trade.  See acast.com/privacy for privacy and opt-out information.

In this week's show Paul Latham, head of tax products at Octopus Investments, explains what a venture capital trust (VCT) is, how it is tax efficient and how investors can use them in their portfolios. Zayani Bhatt, meanwhile, profiles a fund focused on a high growth region with the potential to ride out short-term economic and political problems over the long-term.  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 about why Hargreaves Lansdown could be the big loser from the Woodford Funds crisis, and why investors should consider splashing out for Auto Trader's premium-priced shares    See acast.com/privacy for privacy and opt-out information.