Investors Chronicle

On this week's show Ben Gutteridge, head of fund research at Brewin Dolphin, joins the IC team to discuss the growth and value opportunities on offer in Japan. He also considers whether recent political and market turmoil in Europe means this is a no go zone for investors. And they highlight some ways to give your children or grandchildren a financial head start in life.  See acast.com/privacy for privacy and opt-out information.

In this week’s show IC editor John Hughman discusses yet another retail calamity with Harriet Russell, and Julia Faurschou gives us the lowdown on the best prospects for the UKs gambling companies.   See acast.com/privacy for privacy and opt-out information.

Impairments as a proportion of revenue are rising at motor finance group S&U (SUS) and yet, the share price has stormed upwards since the start of 2018. In this episode of Boardroom Talk, Emma Powell grills chief executive Anthony Coombs on the impairments and whether they are more of a concern than investors seem to think.   See acast.com/privacy for privacy and opt-out information.

On this week's show deputy personal finance editor Taha Lokhandwala explains how he put together the latest version of the IC Top 50 ETFs, what the list aims to do and how he selected the funds. Sophie Kilvert, private client manager at Seven Investment Management, considers the merits of passive investing and what effect a fall in inflation could have. And they debate the merits of investing in mainland China.   See acast.com/privacy for privacy and opt-out information.

On this week's show IC editor John Hughman asks Harriet Russell whether M&S could be about to turn a corner, and speaks to Megan Boxall about the London market's video gaming renaissance.  See acast.com/privacy for privacy and opt-out information.

Calum Bruce from the Ediston Real Estate Investment Trust joins the IC's Megan Boxall and Harriet Russell to discuss whether the future of retail is on the high street or in out-of-town shopping centres.  See acast.com/privacy for privacy and opt-out information.

On this week's show Tim Stubbs, consultant at TS Investments, joins the IC team to consider the case for emerging markets equity income. They also look at the risks of having high financial exposure to your employer and why UK equities could be an opportunity despite hitting a new high.  See acast.com/privacy for privacy and opt-out information.

On this week's podcast IC editor John Hughman is joined by Harriett Russell to discuss how investors can protect themselves from audit failures, and speaks to investment trust columnist about John Baron about the strategies and themes behind his portfolios.  See acast.com/privacy for privacy and opt-out information.

GlaxoSmithKline (GSK) is a company that divides opinion and therefore an ideal candidate for the IC's Bull vs Bear series. In this episode, Simon Gergel from the Merchants Trust argues the bull case against the ICs pharma specialist (and GSK sceptic), Megan Boxall.  See acast.com/privacy for privacy and opt-out information.

On this week's show Nicholas Wall, manager of Old Mutual Global Strategic Bond Fund, explains how central bank policy is affecting bonds and highlights the areas of fixed income which offer the best opportunities. The IC team also look at why if you want top performance, you have to pay the price.  See acast.com/privacy for privacy and opt-out information.

In the wake of the US withdrawal from the Iran nuclear deal, IC editor John Hughman talks to Alex Newman about the state of the oil market, and why investors need to be selective despite the rising price of barrels. Apologies for the sound quality on this episode. We've had a few technical issues this week as the team explain.  See acast.com/privacy for privacy and opt-out information.

In this special edition podcast, sectors editor and retail reporter Harriet Russell takes a trip to the Shoe Zone store in Gallion's Reach, East London, with chief executive Nick Davis and chief financial officer Jonathan Fearn to discuss the company's strategy amid a challenging retail market.   See acast.com/privacy for privacy and opt-out information.

On this week's show Alex Brandreth, deputy chief investment officer at Brown Shipley,  explains why bonds are in a more difficult environment and what the best way to get exposure to them is. He and the IC team look at why European equities could be about to do better, and what Nigel Thomas's retirement means for AXA Framlington UK Select Opportunities Fund.  See acast.com/privacy for privacy and opt-out information.

IC editor John Hughman is joined by Harriet Russell and Megan Boxall to discuss whether Sainsbury's swoop on Asda will leave shareholders in the money, and why a wave of M&A could also be about to hit the global pharmaceutical industry.  See acast.com/privacy for privacy and opt-out information.

Walter Price, portfolio manager of Allianz Technology Trust, has 30 years of investment experience in the global tech sector. In this special podcast, he tells us where he thinks there are big opportunities for investors in the coming years and warns us of the companies that could begin to struggle.  See acast.com/privacy for privacy and opt-out information.

On this week's show the team look at why Invesco Perpetual has resigned as manager of Invesco Perpetual Enhanced Income. They also look at how Scottish Oriental Smaller Companies Trust is doing, after years of manager changes seem to have come to an end. And Adrian Ash, director of research at BullionVault, explains how to use and access gold.   See acast.com/privacy for privacy and opt-out information.

IC editor John Hughman is joined by Mark Robinson and Harriet Clarfelt to round up part 2 of the Aim 100 review – including some exciting opportunities in video gaming – and the pick of this week's news.  See acast.com/privacy for privacy and opt-out information.

Western countries are becoming increasingly conscious about their use of sugar. Poor health statistics and, in Britain, the recent sugar tax on soft drinks, are causing food and drink manufacturers to cut back. This has provided a market opportunity for makers of alternative, natural sweeteners, such as Pure Circle. In this episode of Boardroom Talk, Julia Faurschou talks to the group's chief executive, Magomet Malsagov, about the group's growth plans.  See acast.com/privacy for privacy and opt-out information.

In this week's show Jason Broomer, head of investment at Square Mile Investment Consulting & Research, explains why funds have difference shares classes and holding the wrong one could have a serious impact on your returns.  See acast.com/privacy for privacy and opt-out information.

IC editor John Hughman is joined by Alex Newman and Harriet Clarfelt to discuss their picks of this year's mammoth Aim 100 feature  See acast.com/privacy for privacy and opt-out information.