Investors Chronicle

This week’s episode covers a lot of ground, from smartphone chip designer Arm, to China’s current economic state, to resurgent retailer M&S.We begin with Arthur Sants on chip maker Arm's mooted $60bn valuation. Is this realistic, given where its rivals are trading? Next up is Ali Al Enazi on his latest piece about China’s fall into deflation. What does this mean for UK companies and investors? Julian Hofmann also shares his thoughts, highlighting a problem facing China’s banking industry.This leads us to mining company BHP. Alex Hamer discusses what full-year results can tell us about the company and asks what could lie ahead given its dependence on the Chinese market.Last but not least, it’s Jemma Slingo on the FTSE 100 hopeful, M&S. What is the 139-year-old company’s new strategy? And how resilient is UK retail? Hosted on Acast. See acast.com/privacy for more information.

In the latest IC Interviews, Dan Jones welcomes Katie Potts, lead fund manager for tech- and small cap-focused Herald Investment Trust. In this episode, Potts talks about how she values technology stocks, her take on the topic of the moment, AI, and her view on distinctly British attitudes to the state of the stock market.The pair go on to discuss the challenges the UK market has faced in recent years, how the increase in US takeovers has altered the investment landscape and the most exciting times in the market to be a fund manager. Hosted on Acast. See acast.com/privacy for more information.

This episode of The Companies and Markets Show begins with a dive into this week’s results from big players in the insurance industry, Aviva and Legal & General. Our deputy companies editor, Julian Hofmann, explains the market reaction to the businesses’ figures and highlights areas where they may be limited. Alex Newman joins to discuss what stands out for him and offers his take on the state of the insurers. Next up is a story that has sparked interest far and wide – weight-loss drugs. Jennifer Johnson explores what’s driven the surge in sales in recent months and highlights certain companies and sectors that may be affected by the growing popularity of appetite-suppressing drugs. Last on the agenda is our latest cover feature on survivor shares. Julian Hofmann discusses the companies that have withstood the test of time, and highlights the ingredients for long-term success. Hosted on Acast. See acast.com/privacy for more information.

On today’s episode, we start with a look at the latest interim figures from auto parts maker TI Fluid Systems. Next up is this week's cover story: How to be an income investor in a world of higher yields. Dave Baxter talks about what higher bond yields will mean for portfolios. Lastly, Val Cipriani talks about the dos and dont's of managing a small portfolio – striking the right balance between costs and diversification is particularly important. Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, HSBC is first up on the docket. Julian Hofmann and Mark Robinson are on hand to make sense of their results. Next up is a discussion of who will benefit most from the artificial intelligence (AI) boom. James Norrington is the writer of our long read on that topic this week and joins us in the studio to discuss areas of the AI market that may not be getting as much attention as others.And finally, Jemma Slingo returns to discuss UK small caps given their underperformance this year.  Hosted on Acast. See acast.com/privacy for more information.

Following on from the mass of FTSE 100 results released this week, today’s episode focuses on large caps. The team begins by discussing results from gas provider Centrica. Given the elevated first half profits, is there a sensitive political situation on the horizon? And what is the current valuation case for a business like this?Next up is our cover feature from this week on luxury goods businesses. Aside from structural tailwinds, what have luxury brands done right over the past few years? And which companies are trading on valuations that investors may find alluring? It’s on to wealth manager St James’s Place next. Is their tactic to place a fee cap for long-term clients a wise choice? Will it help the business move away from its ‘premium price’ reputation?Lastly, the team talk about recent GSK results. Are investor concerns going to stick around for a while? And where are the company’s potential areas of growth?Dan Jones is joined by Michael Fahy, Alex Newman and Jennifer Johnson. Hosted on Acast. Se

On today’s episode, our team begins with a discussion about Brickability’s results. What is the company’s position in the market and how well prepared is it to weather a housing downturn? Next up is this week’s cover story on the hidden stars of the FTSE 100, which explores businesses that have unusual growth stories. In this segment, Alex Newman runs through the thinking behind the piece and discusses how the ‘secret’ companies underpin the strength of the UK economy.Last on the agenda is new FTSE 250 entrant ME Group International. Although it may not be the most exciting, or contemporary, business, it has seen significant growth in recent months. What can breaking down the valuation tell us about the business? And could this be a UK market success story? Dan Jones is joined by Michael Fahy, Mark Robinson, Alex Newman and Jemma Slingo. Hosted on Acast. See acast.com/privacy for more information.

On today’s episode of The Companies and Markets show, we discuss management consultancy Begbies Traynor’s latest results. What do they tell us about the UK economy?Next up is our latest cover feature on the North Sea. More than 170 years since its resources were first tapped, the North Sea is still seen as ‘the jewel in the crown’ of the UK’s energy system. We ponder the future of the shallow arm of the Atlantic Ocean. How damaging are windfall taxes? What are the prospects for offshore wind?Lastly, it’s on to UK pensions. Why have nine pension providers agreed to invest default funds in unlisted equities? And will these plans make a difference to the interest in unlisted companies and domestic equity investment?Dan Jones is joined by Mark Robinson, Alex Newman, Alex Hamer and Leonora Walters Hosted on Acast. See acast.com/privacy for more information.

On this week’s episode, Dan Jones and co discuss the big topics from the world of finance and investing.First up is currency-printing company De La Rue's results. Can the company survive in an increasingly cashless society? And could it manage growth outside of a recession, or within it?Next is our latest cover feature: The IC Top 50 ETFs. Dave Baxter runs through the logic behind the list and explains what investors need to think about when going down the index funds route.Lastly, it’s on to this week’s hot topic – bank savings rates. What does political pressure mean for shareholders? And why do savers need to be careful not to fall for some of the deals banks are now offering? Hosted on Acast. See acast.com/privacy for more information.

Companies editor Mark Robinson fills in for Dan Jones this week and is joined by IC journalists Julian Hofmann and Jemma Slingo.First up is a brief dive into how refinancing obligations threaten corporate financial stability. Could we see the same type of contagion in the financial system that we saw in 2008?Next up is the result of the week, money transfer company Wise. The company is one of the few to have benefited from the Bank of England’s hike in interest rates, but what’s in store for the company in the future?Lastly, Jemma Slingo joins the conversation to discuss this week’s cover feature on the ‘attention economy’. What effect has instant information had on our attention? And how can investors get a slice of the digital advertising action without investing directly in the biggest, expensive players? Hosted on Acast. See acast.com/privacy for more information.

Halford’s results are first on the agenda. Since the pandemic, the motoring and cycling brand has been on somewhat of a rollercoaster, but does its rosy past few months suggest it will fare well in the future?Next up is this week’s cover story, US tech giant Meta. What type of growth can we expect from the company in the future? And can its recent rebound continue?Finally, it’s on to safety equipment company Halma. What has driven its sizeable growth over the past few years? And where will the new management take the company?Dan Jones is joined by Mark Robinson, Julian Hofmann, Arthur Sants and Jemma Slingo. Hosted on Acast. See acast.com/privacy for more information.

Lord John Lee is an active private investor, a member of the House of Lords and became the UK’s first Isa millionaire in 2003. He has written two books on investment - “How to Make a Million” and “Yummi Yoghurt - A First Taste of Stock Market Investment”, as well as hundreds of articles for FT Money.In this episode, he and Dan Jones discuss his small-cap focused approach to investing, how his portfolio has evolved over the years, and his view of the private investor’s role in today’s market. Hosted on Acast. See acast.com/privacy for more information.

Dan Jones is joined by Mitchell Labiak to discuss housebuilder Crest Nicholson’s results – how has the business been coping since the mini-Budget? It’s then on to its competitor Bellway. What approach is it taking that makes it different from Crest Nicholson?Next up, Julian Hofmann talks small-cap financial services companies, with a particular focus on CMC Markets, Tatton and Ramsdens. Is there room for growth in this niche area?Last but not least, Dave Baxter unpacks this week's cover story on passive funds. Why is finding cheap funds important? And what are the cheapest funds out there?Dan Jones is joined by Mitchell Labiak, Julian Hofmann and Dave Baxter. Hosted on Acast. See acast.com/privacy for more information.

The housing market has long been seen as a key bellwether of the overall state of UK market. But the recent squeeze on the cost of living – namely, rising prices which have in turn driven interest rates higher – has been keenly felt in that sector. In this podcast episode, we debate the fortunes of the UK’s housebuilders as well as looking at what other types of company could benefit from a more buoyant sector. To see the full podcast series visit https://www.merchantstrust.co.uk/en-gb/videos-podcasts-and-reading?Topic=Podcast Hosted on Acast. See acast.com/privacy for more information.

On this week's episode of the companies and markets show, DiscoverIE is our result of the week. Mark Robinson is on hand as usual to break them down for us. Next up is IC economist Hermione Taylor, discussing what the 'new normal' is for interest rates. And finally, Alex Hamer joins the show to talk through a new listing in the UK market: WE Soda. What is it, and why is it listing in London? Dan Jones hosts Alex Hamer, Mark Robinson and Hermione Taylor. Hosted on Acast. See acast.com/privacy for more information.

We start with waste management company Renewi, which released full-year results last week. After another tough year as recyclate prices fall, our team discusses its status in the renewables market. It’s then on to our latest cover feature, on the best way to profit from the electric vehicle transition. Who are the beneficiaries of this expanding industry? And what can investors expect to happen as the EV market grows? Lastly, it’s on to Nvidia, the big stock of the moment. By market capitalisation, it’s now valued at $1tn, making it the sixth-largest company in the world. Is it worth the hype? And what other companies are beneficiaries of this trend in AI technology?Dan Jones is joined by Jennifer Johnson, Mark Robinson and Arthur Sants.  Hosted on Acast. See acast.com/privacy for more information.

On this week's episode of the Companies and Markets Show, Deputy Companies Editor Julian Hofmann takes on the role of host in lieu of Dan Jones.Julian and co cover topics ranging from the US debt ceiling and M&S’s results, to all things self-invested personal pensions (Sipps).Will the US default on its debt for the first time in its history, or will they raise the debt ceiling again?Next up it’s M&S. How did the retailer keep customers shopping against the background of such a prevalent cost of living crunch? And what’s the latest on its partnership with Ocado? Is the grocery company past its prime?And finally, it’s on to The IC Guide to Pensions 2023. Our journalists run through the special report compiled by our expert personal finance team, which covers everything from strategies to boost your pension to the best assets to hold in your Sipp.Julian Hofmann is joined by Mark Robinson, Jemma Slingo and Val Cipriani. Hosted on Acast. See acast.com/privacy for more information.

In the latest episode of the Companies and Markets show, our team delve into the British Land results. What do they tell us and is there a valuation risk here? It’s then on to this week’s cover feature, on the ‘space economy’. The team discuss investment opportunities for UK investors wanting to get a piece of the action.LVMH’s decision to not split its shares has our economics expert questioning whether investments in a luxury company can be a status symbol. And what impact do stock splits have?Finally, the interim results of easyJet. Does the future look sunny for the budget airline?Dan Jones is joined by Mark Robinson, Julian Hofmann, Hermione Taylor and Michael Fahy. Hosted on Acast. See acast.com/privacy for more information.

The episode begins with an examination of the recent fall in Virgin Money’s profits. What drove it and what lies ahead for the bank?The team then go on to this week’s cover story on British stocks moving listings to the US. How big of a trend is it? And are companies right to see the US as the magical solution to boost their valuations?Finally, a trading update from JD Wetherspoons. Positive news from the pub company who had their busiest Saturday ever at the start of May. But what about cost of living pressures? Can consumers be relied upon to keep buying drinks though prices are rising?Dan Jones is joined by Julian Hofmann, Jemma Slingo and Mark Robinson. Hosted on Acast. See acast.com/privacy for more information.

In this week’s Companies and Markets show, the panel discuss specialist manufacturer Morgan Advanced Materials' results and digs into what drove revenues in 2022. The team then talk annual general meetings and unpick the obstacles that have arisen since conferences began to move online. Lastly is our latest cover story on the energy transition, discussing UK stock picks and giving listeners an insight into threats facing renewables investment trusts.Dan Jones is joined by Mark Robinson, Val Cipriani and Jennifer Johnson.  Hosted on Acast. See acast.com/privacy for more information.