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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The Extraction Podcast: Caledonia Mining
16/04/2018 Duración: 17minWhat has happened to Zimbabwe since November's coup? And is life any easier for Aim-listed gold miner Caledonia Mining (CMCL)? For this episode of the IC's extraction podcast, Alex Newman speaks with chief executive Steve Curtis.Recorded by Megan Boxall. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: High yield from smaller companies and getting good value from funds
13/04/2018 Duración: 28minJames Robson and Pietro Nicholls, managers of RM Secured Direct Lending, explain the investment attractions of small to medium sized enterprise debt. The IC team also looks at how the Financial Conduct Authority plans to help investors determine whether funds are good value for money, and how Impax Environmental Markets has been deploying its assets. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Tesco's triumphant turnaround
12/04/2018 Duración: 30minWe discuss Zuckerberg's Congressional Face-saving exercise, Tesco's return to form and to the dividend list and woes on the high street. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Private rewards and undervalued income shares
06/04/2018 Duración: 30minOn this week's show Andrew Lebus, lead manager of Pantheon International, explains the rewards and risks private equity. The IC team look at why Henderson High Income Trust's manager thinks UK income shares are under valued, and what effects a manager change at Templeton Emerging Markets Investment Trust will have. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets: Battle of the banks
05/04/2018 Duración: 27minThe team discuss why the UK's banking giants are ready to take on the challengers, plus Mifid and the latest news on the markets. See acast.com/privacy for privacy and opt-out information.
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Bull vs Bear: Rio Tinto
03/04/2018 Duración: 15minIn our latest episode of Bull vs Bear, we kick the tires of mining giant Rio Tinto, one of the largest companies in the FTSE 100 and one of the better performers in the index in 2016 and 2017. In the bear corner Liberum equity analyst Richard Knights, who points to the downside of the group's heavy reliance on iron ore earnings; IC resources writer and host Alex Newman speaks up for the long-term buy case.Podcast produced by Dominic Toms. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Choosing cheap funds & Woodford Equity Income ejection
29/03/2018 Duración: 27minOn this week's show Shaun Port, chief investment officer at Nutmeg, joins the team to set out some tips on how to pick a good low cost ETF. They also look at why LF Woodford Equity Income is not longer classified as an income fund and why an investment trust's sector is not necessarily an indication of its asset allocation. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: FAANG fear
28/03/2018 Duración: 30minJohn Hughman talks to Megan Boxall and James Norrington about whether the tech share sell-off could spell trouble for the wider market, and a potential wave of consolidation coming to the pharmaceutical industry. Plus the latest small-cap gems unearthed by Simon Thompson. See acast.com/privacy for privacy and opt-out information.
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IC Questions: Why are there so many consumer profit warnings?
26/03/2018 Duración: 13minConviviality, Fulham Shore, Mothercare, Carpetright and Debenhams. The high street has not been short of profit warnings in the first few months of 2018. In this episode of IC Questions, Harriet Russell and Julia Faurschau join Megan Boxall to discuss why so many retailers have struggled this year and which might be in store for further pain. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Maxing your tax allowances & robust equity ITs
23/03/2018 Duración: 21minOn this week's show Colin Low, managing director of Kingsfleet Wealth, joins the team to explain how to make the most of the tax allowances available to you before the end of the tax year. They also look at why Diverse Income Trust has become more defensive and highlight some of the most robust UK equity income investment trusts. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Tech tumble
22/03/2018 Duración: 37minIC editor John Hughman is joined by Megan Boxall to discuss Facebook's troubles and what they mean for the broader tech sector, while Emma Powell explains why private investors are fuming at Aviva's capital restructuring plans. See acast.com/privacy for privacy and opt-out information.
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IC Questions: Are there any income opportunities in the tech sector_
21/03/2018 Duración: 17minHarriet Clarfelt speaks to Mark Whitehead, manager of the Martin Currie Securities Trust of Scotland, who thinks the historically poor income opportunities in the global tech space might be set for a change in 2018. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Investment trust benefits & Murray International income
16/03/2018 Duración: 25minAnnabel Brodie Smith, communications director at the Association of Investment Companies, explains how investment trusts can boost your portfolio. Taha Lokhandwala updates on Murray International and explains how to avoid a type of fund you wouldn't want to have in your portfolio. See acast.com/privacy for privacy and opt-out information.
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IC Companies & Markets Show 16 March 2018
15/03/2018 Duración: 43minIn this week's podcast digital editor Graeme Davies delves into the shenanigans at Conviviality with Harriet Russell, explores the future of the commodities sector with Alex Newman and reviews Simon Thompson's latest Bargain Shares successes. See acast.com/privacy for privacy and opt-out information.
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IC Questions: How real is inflation risk?
12/03/2018 Duración: 13minWith oscillating currency markets, higher than expected inflation and central banks across the western world hawkish about interest rate rises, global stock markets are getting jumpy. For this edition of IC Questions, James Norrington interviews Erik Norland, senior economist at CME Group, on market volatility and what it could mean for investors. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Investment trust opportunities & more
09/03/2018 Duración: 30minOn this week's show Nick Greenwood, manager of Miton Global Opportunities (MIGO), says where he is finding value in the investment trust universe and highlights some of the ones he has recently added to his fund. The IC team, meanwhile, explain where to find value in emerging markets and how to mitigate the cut in the dividend tax allowance. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Regulation, regulation, regulation
08/03/2018 Duración: 32minIC editor John Hughman talks to Harriet Clarfelt and Mark Robinson about how a tsunami of new red tape for businesses is hitting the UK stock market. See acast.com/privacy for privacy and opt-out information.
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Bull vs Bear: BP
06/03/2018 Duración: 13minFor the third episode in our Bull vs Bear series, we kick the investment tyres of oil and gas giant BP, one of the biggest dividend payers in the FTSE 100. In the bulls' corner is Simon Gergel, Allianz Global's chief investment officer for UK equities and fund manager of the Merchants Trust. Facing him is natural resources writer (and host) Alex Newman. See acast.com/privacy for privacy and opt-out information.
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Isa special, best platforms, variable fees & more
02/03/2018 Duración: 18minIn this week's show, Paras Anand, chief investment officer for equities in Europe at Fidelity International, joins the team to explain how the new variable fee structure they are applying to their funds works. They also highlight some funds to protect and boost your Isa's returns, and set out some tips on how to choose the best investment platform. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Winter of discount-rent
01/03/2018 Duración: 37minJohn Hughman talks to retail specialist Harriet Russell about why the sector's struggles could be good news for more fleet-of-foot retailers, plus the latest small-cap updates from Simon Thompson. See acast.com/privacy for privacy and opt-out information.