Investors Chronicle

In this latest episode of Boardroom Talk, Jonas Crosland is joined by the founder of Reditum Capital, Mark Stephen, to discuss the housing market, inflation and margins and their impact on the real estate market.   See acast.com/privacy for privacy and opt-out information.

Nick Barker, director of GCP Student Living, tells personal finance writer Emma Agyemang what's driving opportunities in the student accommodation market. Taha Lokhandwala, deputy personal finance editor, looks at why British Empire Trust (BTEM) are planning to launch a Japan equity investment trust. And he also investigates whether funds that invest according to environmental, social, governance (ESG) criteria could offer protection in falling markets.  See acast.com/privacy for privacy and opt-out information.

IC editor John Hughman talks to Julia Faurschau about why we still think the Royal Mail shares won't deliver, and Jonas Crosland explains why it pays to be picky in the housebuilding sector.  See acast.com/privacy for privacy and opt-out information.

In this special podcast, Harriet Russell and Megan Boxall went to Wembley Stadium to interview investors in retail giant Marks & Spencer. The Annual General Meeting has historically been an opportunity for shareholders to vent their frustration at the group’s management, but investors seemed largely satisfied with the work of Archie Norman and Steve Rowe. It’s early days though.   See acast.com/privacy for privacy and opt-out information.

The saga engulfing the Invesco Perpetual Enhanced Income (IPE) investment trust came to an end last month following on from a dispute between the investment manager, Invesco Perpetual, and the board. Peter Hewitt, shareholder and manager of the F&C Managed Portfolio Trust range, and Emma Agyemang, personal finance writer at Investors Chronicle, talk through the episode, the final resolution, and what investors should do when corporate spats affect an investment trust's share price. Peter also discusses how he goes about building his portfolio of investment trusts, what he looks for in a fund, how he reacts to share price premiums and discounts, and why he chooses to solely use investment trusts over other collective investment funds.  See acast.com/privacy for privacy and opt-out information.

IC editor John Hughman talks to Emma Powell and Julia Faurschou about banks and tobacco, two of the biggest components of this year's Income Majors feature.  See acast.com/privacy for privacy and opt-out information.

Main market-listed Berkeley Energia (BKY) is building a uranium mine in Western Spain. Permits and funding have been secured, and many market watchers believing prices can only go up. But not everyone is happy with the development. For this episode of the IC's Extraction Podcast, resources writer Alex Newman talks to Berkeley CEO Paul Atherley about the group's aversion to debt, the uranium market, nuclear energy and local opposition.  See acast.com/privacy for privacy and opt-out information.

In this week's show Emma Agyemang explains why it is important to take the correct amount of risk and how to work out what level isappropriate for you. Tamsin Hazell, chartered financial planner at Succession Wealth, sets out the steps you need to take for retirement planning in your 50s. And Emma looks at what funds Schroder UK Growth Fund's former manager will take on next.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets Show editor John Hughman talks to Harriet Russell about the latest twists in the surprisingly exciting tale of grocery retailing, while Megan Boxall introduces her new seven-step approach for de-risking biotech investing.  See acast.com/privacy for privacy and opt-out information.

Deputy personal finance editor Taha Lokhandwala is joined by Sam Handfield Jones, head of cash at Octopus Investments, Sophie Kilvert, private client manager at Seven Investment Management and James Norrington, specialist writer at the IC, to discuss the best ways investors can get more out of their cash by making small and active changes, along with looking at the pros and cons of cash fund alternatives.  See acast.com/privacy for privacy and opt-out information.

In this week's show Taha Lokhandwala and Patrick Connolly, chartered financial planner at Chase de Vere, explain why Asian equities look attractive at the moment and suggest good ways to access them. Emma Agyemang explains why a proposed merger between Dunedin Smaller Companies Investment Trust and Standard Life UK Smaller Companies Trust would benefit their shareholders. And Patrick sets out some planning strategies to help mitigate inheritance tax.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies and Markets Show IC editor John Hughman talks to Megan Boxall and Harriet Clarfelt about what makes a good Aim IPO, and why sport and investing have not always proved happy bedfellows.  See acast.com/privacy for privacy and opt-out information.

The team is joined by Darius McDermott, managing director at Chelsea Financial Services, to discuss what impact the increase in trade tensions between the US and China could have on investors' portfolios. Plus how absolute return funds could help mitigate downside in your portfolio and why spending more money in retirement could be something to consider.  See acast.com/privacy for privacy and opt-out information.

On this week's show IC editor John Hughman asks Algy Hall whether the good times are well and truly over for UK housebuilders, and speaks to James Norrington about why the active vs passive funds debate is a red herring for investors.  See acast.com/privacy for privacy and opt-out information.

In this week's show Tim Crockford, manager of Hermes Impact Opportunities Equity Fund, explains what impact investing is and how he implements the strategy in his fund. The IC team also look at how certain trading strategies can boost the returns you get from passive funds, and which areas of the bond market still offer value.  See acast.com/privacy for privacy and opt-out information.

 IC editor John Hughman talks to Alex Newman about why private investors need to think more like hedge fund managers, while companies editor Mark Robinson gives the lowdown on a turbulent week at Rolls-Royce  See acast.com/privacy for privacy and opt-out information.

Leonora Walters interviews fund manager Joe Bauernfreund of Asset Value Investors on how he seeks value for the British Empire Investment Trust  See acast.com/privacy for privacy and opt-out information.

In this week's show, deputy personal finance editor Taha Lokhandwala considers whether sentiment on some UK stocks is too negative and could therefore offer hidden value opportunities. Adrian Lowcock, investment director at Architas, explains how asset allocation can play an important part in boosting investment returns. He also analyses the current macro-economic background and suggests which asset classes could be set to do well.And the two pore over the attributes of a new fund that invests in alternative assets and is targeting a yield of 5 per cent.   See acast.com/privacy for privacy and opt-out information.

IC editor John Hughman talks to Harriet Clarfelt about double-or-nothing small cap shares, while Emma Powell explains the challenges facing the UK's big banks.  See acast.com/privacy for privacy and opt-out information.

In the nine months since Jim Johnson became chief executive officer of Hunting, shares in the oil services group have doubled. Rocketing oil prices and a booming US market have of course helped, but is growth assured even if WTI crude drops back down to $60 a barrel? For this episode of the Investors Chronicle's Extraction Podcast, Mr Johnson speaks with resources writer Alex Newman about North American shale, the long-term health of the oil industry, and Hunting's return to the dividend list.  See acast.com/privacy for privacy and opt-out information.