Sinopsis
Concerned with QE's effects on equity valuations? Looking for ideas for your Isa? Or just plain confused by the stock market? Each week, the Investors Chronicle picks apart the latest news for companies, markets and funds in our regular magazine podcasts. Subscribe for these, along with CEO interviews, company-specific shows and special in-depth discussions on big market themes.
Episodios
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Companies & Markets Show: RETREAT!
06/12/2018 Duración: 41minOn the week's Companies & Markets Show IC editor John Hughman talks to Julia Faurschou and Phil Oakley about two companies turning their backs on North American expansion, and two very UK-centric companies faring rather better than you might expect. See acast.com/privacy for privacy and opt-out information.
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Paid Post: Trading psychology – common trading mistakes
04/12/2018 Duración: 10minEvery trader makes mistakes. But there are a number of things you can do to minimise those occasions. Andreas Clenow, Chief Investment Officer at ACIES Asset Management, and Chris Beauchamp, IG's Chief Market Analyst, share their thoughts on how to avoiding making mistakes. Solid preparation, sticking to a trading plan, keeping records and cutting losses quickly can make a big difference. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Yield curves, equities and picking small caps
30/11/2018 Duración: 32minOn this week's Personal Finance Show, the team discuss how politics and central banks dominated the news agenda this week, and how bizarre comments from across the pond sent US equities higher. Investors Chronicle economist Chris Dillow and manager of the Odyssean Investment Trust Stuart Widdowson explain what the Bank of England report on Brexit really means, and what signs investors should use to decide asset allocation. Stuart talks about the impact of political uncertainty on UK equities and what this has meant as a fund manager and deputy personal finance editor, Taha Lokhandwala, and Chris discuss this week's Portfolio Clinic. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: A slippery slope
29/11/2018 Duración: 34minOn this week's IC Companies and Markets Show, editor John Hughman talks to Alex Newman about what could be the twilight of the oil industry, while Phil Oakley explains why the share prices of some former investor favourites are on the slide. See acast.com/privacy for privacy and opt-out information.
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Paid Post: Trading psychology – run profits and minimise losses
27/11/2018 Duración: 11minIn trading, you can make more losing trades than winning trades and still make money. But while it is key to always cut losses and run profits, that can be harder than it sounds. Pride means wanting to be proved right, while fear can drive us to grab at profits. Bestselling author and founder of TurtleTrader.com Michael Covel, and self-made millionaire investor and author Mark Shipman mull taking the correct psychological approach with each trade. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: The best growth in India and turning away from banks
23/11/2018 Duración: 28minIn this week's show David Cornell, manager of India Capital Growth Fund, says where he is finding the best growth opportunities in the Indian market. Deputy personal finance editor Taha Lokhandwala profiles some financials funds that are turning to tech, and David explains why two of his largest holdings are technology companies. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Black Friday special
22/11/2018 Duración: 40minOn this week's IC Companies and Markets show editor John Hughman asks Harriet Russell whether Black Friday could mean more pain for UK retailers, and speaks to Phil Oakley as his quest for quality shares sees him take to the skies and the bottle. See acast.com/privacy for privacy and opt-out information.
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Paid Post: Trading psychology – control the emotions holding you back
20/11/2018 Duración: 11minFear can be a problem for traders, but over-confidence can be just as damaging. Trading can bring moments of euphoria, but it can be psychologically tough when things are going against you. Author, fund manager and industry expert in futures and hedge funds Jack Schwager and IG Analyst Joshua Mahony discuss the impact that fear, greed and bias can have on trading, and give their thoughts on how a trading plan and technical analysis can take the emotion out investment. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Investment trust IPOs and how to play the UK
16/11/2018 Duración: 22minPeter Walls, manager of Unicorn Mastertrust, considers how conventional this year's equity investment trust launches are and whether it's a good idea to invest in IPOs. He also highlights two investment trusts for growth and income, and set out the contrarian case for UK equities. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Losing altitude
15/11/2018 Duración: 35minOn this week's Companies and Markets Show editor John Hughman talks to Harriet Russell and Julia Faurschau about the ongoing struggles of the retail and travel industries, and how AstraZeneca has delivered a rare ray of sunshine in a difficult market. See acast.com/privacy for privacy and opt-out information.
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Paid Post: An introduction to trading psychology
13/11/2018 Duración: 10minSpreads and commissions mean you are in a losing position as soon as you enter a trade. Some very human responses can then exacerbate the situation, causing you to snatch at profits and run losses. Brett Steenbarger, trader, author and Associate Professor of Psychiatry and Behavioral Sciences at SUNY Upstate Medical University, and IG Analyst Chris Beauchamp discuss tools and techniques for mastering markets. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: The best defensive income and unquoted boost for Scottish Mortgage
09/11/2018 Duración: 35minMichael Ingram, chief market strategist at WH Ireland, and deputy personal finance editor Taha Lokhandwala consider which kind of defensive income shares should provide the best protection in falling markets. Emma Agyemang explains how an allocation to unquoted investments has boosted Scottish Mortgage Investment Trust's returns. And Michael considers the outlook for US equities following the recent election there. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Fake profits
08/11/2018 Duración: 31minOn this week's IC companies and markets show, editor John Hughman talks to Phil Oakley about why we should be wary of adjusted profits, and Harriet Russell explains what two major retailers need to do to get back on track. See acast.com/privacy for privacy and opt-out information.
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Paid Post: The outlook for bonds
06/11/2018 Duración: 08minInvesting in debt is possibly the most challenging it's been in almost ten years. Krishna Memani, CIO and Head of Fixed Income at Oppenheimer Funds, and Oliver Smith, Portfolio Manager at IG, investigate the opportunities available in an environment where the general direction of rates is upward as central banks tighten their fiscal policies. See acast.com/privacy for privacy and opt-out information.
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PF Podcast: Budget bonanza and end of an income era?
02/11/2018 Duración: 23minIn this week's show Anna Sofat, founder of Addidi Wealth, looks at some changes announced in the budget that could have a significant effect on your wealth sooner than expected. She and the IC team also consider what effect the abolition of PFI could have on infrastructure funds, and if emerging markets can continue to grow despite this year's volatility. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: BUDGET SPECIAL
01/11/2018 Duración: 42minOn this week's IC companies and markets show editor John Hughman is joined by Megan Boxall and Phil Oakley to discuss a busy week on the markets, including how Restaurant Group's latest acquisition could leave it with indigestion, why China is on course to become the world's biggest healthcare market, and the biggest stories from this year's Budget. See acast.com/privacy for privacy and opt-out information.
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Paid Post: Commodities - the new supply and demand fundamentals
30/10/2018 Duración: 08minIs demand from China the dominant factor driving oil and metal markets, or is its influence overstated? Ed Morse, Global Head of Commodities Research at Citigroup, and Josh Mahony, market analyst at IG, give their opinions, and discuss trading strategies for the coming months. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: High income from small loans and the right time to sell
26/10/2018 Duración: 26minMike Schozer, chief investment officer at Hadrian’s Wall Capital, explains how to get a high income from small to medium-sized enterprise loans. The IC team also explain why it could be beneficial to get exposure to a geographic region via more than one fund, and why selling a fund at the right time is as important is buying it at the right time. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: When growth goes bad
25/10/2018 Duración: 26minMegan Boxall talks to Phil Oakley and Harriet Clarfelt about the importance of good growth and how to spot the companies which may be growing badly. Phil’s column this week focuses on when to pay up for quality – good growth is the key. See acast.com/privacy for privacy and opt-out information.
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Paid Post: Boom or bubble – US tech stock analysis
23/10/2018 Duración: 07minThe US tech sector has been on a tear, driven by the likes of Facebook, Apple, Amazon, Netflix and Google's parent, Alphabet. Charlene Li, Principal Analyst at Altimeter, and Chris Beauchamp, Chief Market Analyst at IG, discuss whether there are more trillion-dollar valuations to come, or if there's a 2000-shaped bubble on the cusp of bursting. See acast.com/privacy for privacy and opt-out information.