Investors Chronicle

On this week's IC Companies & Markets Show, editor John Hughman and Phil Oakley chew the fat about what the BBC/ITV Britbox joint venture could mean for the UK media industry and why Amazon could end up the big winner in the streaming wars, and why M&S may have bitten off more than it can chew with its online shopping JV with Ocado. Plus some strong views on the Help to Buy housing scheme.  See acast.com/privacy for privacy and opt-out information.

On this week's show Shaniel Ramjee, multi-asset manager at Pictet, joins the IC team to look at why gold has proven to be a defensive asset and whether it is worth its price. He also explains what asset classes he is allocating to at the moment and why. And they also profile an equity income fund which targets the best dividend paying companies from across the world.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies and Markets Show, IC editor John Hughman speaks to Emma Powell about how the UK's big banks are once again becoming income giants, and Julia Faurschou explains why consumer goods companies' shift to socially responsible strategies is paying dividends for the planet and investors.  See acast.com/privacy for privacy and opt-out information.

On this week's show Taha Lokhandwala explains why the prospects for European equities don't look great, and Colin Low, managing director of Kingsfleet Wealth, suggests some alternative ways to get exposure to developed markets equities. They also look at who will take over the running of Schroder Tokyo fund following Andrew Rose's retirement. And Colin sets out some suggestions on how to invest in a more ethical or socially responsible way.    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 his new Quality Portfolio, asks if there's any puff left in Debenhams shares, and why discounted shares in a small industrial landlord could be worth snapping up.  See acast.com/privacy for privacy and opt-out information.

On this week's show deputy personal finance editor Taha Lokhandwala explains how to get the right asset allocation for your pension as you approach retirement. Iain Barnes, head of portfolio management at Netwealth, explains how to allocate and invest long term portfolios such as a pension. They also consider the importance of market factors and styles, and what is key when constructing a portfolio.   See acast.com/privacy for privacy and opt-out information.

On this week's Companies and Markets show editor John Hughman takes a sceptical look at Ocado and the broader grocery industry with Phil Oakley and Harriet Russell, plus why housebuilders may continue to surprise on the upside.   See acast.com/privacy for privacy and opt-out information.

Evy Hambro, manager of BlackRock World Mining Trust (BRWM), sets out the arguments for getting exposure to commodities via shares in mining companies and where to find the best opportunities in this area. He also explains why this investment trust had a difficult 2018, how the prospects for this area could improve and how he is also adding value by investing in unlisted holdings.  See acast.com/privacy for privacy and opt-out information.

Taha Lokhandwala looks at how Asian equities and funds have been performing. Rachel Winter, senior investment manager at Killik, considers whether it is a good time to allocate to Asian and frontier market equities. And they suggest some ways to identify and compare ethical funds that meet your criteria.    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 private investors find it increasingly hard to follow the strategies of the investment greats.  See acast.com/privacy for privacy and opt-out information.

The team discuss extracting income from Asian equities and how infrastructure trusts fared in 2018.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets Show editor John Hughman speaks to Phil Oakley about the dangers of dividend investing, why some active managers aren't worth their salt, and the risks of backing highly rated shares  See acast.com/privacy for privacy and opt-out information.

On this week's Personal Finance Show Ben Ritchie, manager of  Dunedin Income Growth Investment Trust, explains why he has changed its investment strategy and where he sees the best opportunities in the UK equity market. And deputy personal finance editor Taha Lokhandwala weighs up the merits of using cash to mitigate market volatility.   See acast.com/privacy for privacy and opt-out information.

Editor John Hughman talks to James Norrington about why 'permabear' Albert Edwards could be right this time, and why value could finally regain its crown as the winning investment strategy   See acast.com/privacy for privacy and opt-out information.

This week Paola Binns, senior fund manager at Royal London Asset Management, considers how much of a risk interest rates are to bonds and explains how to find the best fixed income opportunities. Taha Lokhandwala looks at how Mid Wynd International Investment Trust's manager is implementing a two-pronged investment strategy and his perhaps surprising choice of defensive holdings.  See acast.com/privacy for privacy and opt-out information.

On the first show of 2019, IC editor John Hughman talks to Simon Thompson about how a shift in US monetary policy could give markets a lift, and why he's spotting plenty of UK share bargains, while Harriet Russell explains why some retailers have had a better Christmas than many expected.  See acast.com/privacy for privacy and opt-out information.

On this week's show deputy personal finance editor Taha Lokhandwala sets out some of his fund tips for 2019. He and Lauren Peters, chartered financial planner at Fiducia Wealth Management, consider the merits of UK equities and wealth preservation funds. And Lauren sets out her top tips for reviewing your finances and investment portfolio.  See acast.com/privacy for privacy and opt-out information.

Darius McDermott, managing director at Chelsea Financial Services and FundCalibre, suggests some asset allocations to address what could be a volatile year ahead for markets. Deputy personal finance editor Taha Lokhandwala looks at how taking a contrarian value approach has played out for Scottish Investment Trust (SCIN). And Darius weights up the merits of allocating to alternative assets and suggests some funds for getting exposure to them.  See acast.com/privacy for privacy and opt-out information.

Unlike many other funds, BMO Managed Portfolio Trust (BMPG) doesn’t invest its assets directly into shares or bonds, but rather into other investment trusts. Its manager Peter Hewitt tells personal finance editor Leonora Walters what his process is for selecting investment trusts, and what are some of the most important things investors should consider when choosing trusts for income and growth. He also profiles some of the trusts he has recently invested in and flags the areas of the investment trust universe he thinks could offer good opportunities in 2019.  See acast.com/privacy for privacy and opt-out information.

Numerous psychological factors push investors into making mistakes. Victor Ricciardi, author and Assistant Professor of Financial Management at Goucher College, Maryland, and Oliver Smith, Portfolio Manager at IG, discuss how the fear of missing out or looking to make maximum returns without considering the risks can be controlled, and the crucial role played by portfolio rebalancing.   See acast.com/privacy for privacy and opt-out information.