Investors Chronicle

In this week's show Taha Lokhandwala explains what you should consider when a manager leaves a fund and profiles a recent departure that could be a problem for investors. He also looks at how Jupiter India Fund has been performing and why its manager thinks this month's election isn't a key concern. And Toby Vaughan, chief investment officer at Brown Shipley, considers the case for Asian equities, and highlights two developed markets that could be worth attention.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show editor John Hughman is joined by Harriet Russell, who's signing off after five and a half eventful years covering pharma and retail with a week of big stories from both sectors – including good news for GSK and Tesco, and predictably bad news for Indivior and Debenhams.  See acast.com/privacy for privacy and opt-out information.

On this week's show Jason Hollands, managing director at Tilney, considers whether you should consider to invest in LF Woodford Equity Income Fund following a period of underperformance. Taha Lokhandwala looks at who will replace Alex Darwall as manager of Jupiter European Fund. And Jason sets out some strategies for getting the most out of your Isa.   See acast.com/privacy for privacy and opt-out information.

John Hughman and Phil Oakley discuss the mixed fortunes of five companies in the travel industry.  See acast.com/privacy for privacy and opt-out information.

Mobius Capital Partners' Carlos von Hardenberg and Taha Lokhandwala discuss the the pros and cons of emerging market equity investing, why the trust is shifting down the market cap scale to focus on smaller companies, and whether 'friendly' shareholder activism can produce superior returns. They also tackle topics such as how much macro economics determines which emerging markets perform, and whether the storm facing equities in the region will die down in 2019.  See acast.com/privacy for privacy and opt-out information.

In this week's show Rory McPherson, head of investment strategy at  Psigma Investment Management, joins the IC team to discuss the merits of bond exchange traded funds (ETFs), recent movements in government bonds and the likelihood of a US recession. Deputy personal finance editor Taha Lokhandwala considers the effect of a manager departure at Newton Real Return fund, and Rory highlights some funds and strategies to help prepare your portfolio for difficult markets.  See acast.com/privacy for privacy and opt-out information.

Editor John Hughman talks to Phil Oakley about why the high margin businesses so prized by investors could be storing up trouble.  See acast.com/privacy for privacy and opt-out information.

Ruffer Investment Company (RICA) aims to preserve wealth and tries not to lose money over any 12 month period - rather than beat an index. Duncan MacInnes, co-manager of the investment trust, explains how they seek to mitigate downside and how they are protecting against the downside risks they are most concerned about at the moment. He also explains why in 2018 the trust made a negative return - a rare occurrence in its 15 year history - but how despite this blip they are clawing back performance with a positive return so far this year.  See acast.com/privacy for privacy and opt-out information.

On this week's show Udit Garg, head of wealth management at Sun Global Investments, explains why Asia has become a better area for equity income, and which countries and sectors offer some of the most attractive dividends. Taha Lokhandwala sets out the arguments for exposure to renewables infrastructure, and they consider if the high income on offer is worth the risks. Taha also highlights out some of the financial planning scenarios in which Isas and pensions can be very beneficial.  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 how the growth taps are running dry at JD Wetherspoon, while Tom Dines explains why shareholders have been left high and dry in the latest outsourcing collapse.  See acast.com/privacy for privacy and opt-out information.

Adrian Ash, director of research at BullionVault, sets out the case for investing in gold. The IC team look at which investment trusts have increased their dividends most consistently and which key attributes you should assess when choosing an equity income fund.   See acast.com/privacy for privacy and opt-out information.

Franchise saturation, shorting strategies and why a humble brick maker is one of Phil Oakley's preferred options in 2019. This week's Companies & Markets Show centres on some recent company results in light of our latest cover feature.   See acast.com/privacy for privacy and opt-out information.

Fevertree Drinks (FEVR) has become a darling stock for Aim investors, having risen over 1500 per cent since its initial public offering in 2014. Revenues grew to match the share price and now investors wait with anticipation as the company tries to break into the lucrative US market hoping punters pick up its premium-priced tonics and mixers. But, has the share price grown too far? Are there risks with its attempts to break into the competitive US market? Or is the current share price either accurate or even at a discount compared to the potential revenue growth on offer?Listen to Investors Chronicle specialist writer Julia Faurschou and fund manager of the Merian UK Mid Cap Fund (GB00B1XG9482) Richard Watts fight it out in the latest Bull vs Bear podcast.  See acast.com/privacy for privacy and opt-out information.

David Liddell, chief executive of IpsoFacto Investor, joins Leonora Walters to weigh up the merits of UK commercial property and the best ways to access it. He also assesses the state of the UK equity market and suggests some funds to exploit any potential value. And he looks at how LF Woodford Equity Income fund has been performing and its moves to reduce its exposure to unquoted investments.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets Show editor John Hughman talks to James Norrington and Phil Oakley about the relative merits of buybacks and dividends, and the thinking behind some changes to Phil Oakley's fantasy portfolio.  See acast.com/privacy for privacy and opt-out information.

On this week's show Adrian Lowcock, head of investing at Willis Owen, explains how investors can can make the most of their Isas to have the best chance of hitting their financial goals. Taha Lokhandwala explains how smaller companies can boost your portfolio's growth. And they explain why niche and thematic funds aren't necessarily the best way to get long-term growth.  See acast.com/privacy for privacy and opt-out information.

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.