Investors Chronicle

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.

Ben-Seager-Scott, head of multi-aset funds at Tilney Group, joins the IC team to discuss the benefits and risks of ETFs, the roles they can play in a portfolio and which assets are best accessed via ETFs. They also profile two ETFs in the recently updated IC Top 50 ETFs list and look at an active fund which offers an attractive income and diversification.  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 a trio of interesting property plays and why investors should be on the hunt for unglamorous 'chuggers', such as Hollywood Bowl.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies and Markets Show editor John Hughman talks to Phil Oakley about why the FTSE 100 is failing investors, why M&S may never regain its spark, and why the food industry may be facing lean times (and a couple of Phil's favourite shares to offset the gloom).   See acast.com/privacy for privacy and opt-out information.

In this week's Personal Finance Show, the team are joined by Huw Evans, chairman of the BH Macro investment trust (BHMG), to discuss how hedge funds can fit into private investor portfolios, what's changing in the notoriously expensive sector, and what kind of performance investors can expect when markets get volatile. Plus the latest changes to the Association of Investment Companies sector rules and definitions, and what this means for investors who use sector averages as benchmarks when finding funds.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies and Markets Show editor John Hughman talks to Algy Hall about why a fantasy gaming company has proved such a lucrative investment, and why chasing tech unicorns might prove a fantasy too far.  See acast.com/privacy for privacy and opt-out information.

In this week's show Carl Harald Janson, manager of International Biotechnology Trust, sets out the arguments for investing in biotech companies and says which areas of this sector offer particularly good opportunities. He also explains how the trust gets exposure to unquoted companies and is able to pay attractive dividends. And personal finance writer Zayani Bhatt explains why you need to diversify your sources of equity income, and highlights a good area and fund with which to do it.  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 this week's big market news, including why Purplebricks' disruptive idea to revolutionise estate agency is proving a damp squib for investors.  See acast.com/privacy for privacy and opt-out information.

Technology businesses are at the heart of the UK economy and are playing an important role in driving growth across the country, from financial services and high-value manufacturing to retail and agriculture. According to digital secretary Jeremy Wright, the UK is “Europe’s undisputed tech hub”. There was a slowdown in growth at the end of 2019 due to political uncertainty but Bernard Brown, the vice chair of KMPG UK, says “buoyant staff hiring and capital expenditure plans are still in place for 2019. This confidence is reflected in the statistic that almost 50% of UK tech firms intend to add jobs over the next year, whilst many traditional manufacturers are considering moving jobs offshore. This demonstrates the strength and resilience of the UK tech sector in the new digital economy.”Inspired? Find your next opportunity at IG.com  See acast.com/privacy for privacy and opt-out information.

In this week's show David Smith, manager of Henderson High Income Trust, explains how investing in both bonds and equities helps its returns and where the best opportunities UK equity income opportunities are. Zayani Bhatt, meanwhile, sets out some ways to save for your children and grandchildren.   See acast.com/privacy for privacy and opt-out information.

Uncertainty over the future of the country led to a 13.6% fall in the FTSE All-Share Financial index last year, underperforming both the FTSE All-Share and MSCI World, which lost 9.5% and 3% respectively. We have seen strength come back into bank shares since the start of the year, and a number of the key metrics have improved, including the Returns on Capital, the Net Interest Margins, the level of impairments and the cost/income ratios. But the cost of the regulatory burden remains and until the Brexit impasse is resolved rates are unlikely to move much higher.Inspired? Find your next opportunity at IG.com  See acast.com/privacy for privacy and opt-out information.

On this week's show Iain Niblock, chief executive officer of Orca Money, explains what peer-to-peer lending is, and what risks and returns investors can expect. Deputy personal finance editor Taha Lokhandwala updates on Jupiter Asian Income Fund's performance and asset allocation, and profiles some stocks which are helping it deliver an attractive yield and return.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies and Markets Show editor John Hughman talks with Harriet Clarfelt about the early signs from the US technology reporting season, and whether regulation and competition could see the FAANGs lose their bite.  See acast.com/privacy for privacy and opt-out information.

The FTSE 250 has experienced gains so far in 2019, but prior to that it endured a tough 2018. Investors still appear to be cautious about the outlook for the FTSE 250, since the majority of its income is generated from within the UK. This means that it is more exposed to the UK economy than the FTSE 100, and may have greater risk attached to it depending on how the Brexit process turns out. For example, over the last decade, the FTSE 100 has recorded a total annualised return of around 11%. While that’s an impressive rate of growth during what has been a bull market, the FTSE 250 has delivered an annualised total return of around 15% during the same time period.Inspired? Find your next opportunity at IG.com.  See acast.com/privacy for privacy and opt-out information.