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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Boardroom Talk: Go-Ahead Group
26/02/2018 Duración: 14minIn this episode of Boardroom Talk Go-Ahead Group chief financial officer Patrick Butcher gives an update following the transport group's half-year results. He discusses how UK rail, including the notorious Southern Rail service, is progressing, what makes the UK transport market so challenging, and defends the investment case for the business despite its disappointing share price performance over the past year. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Assessing Asia and a source of growth and income
23/02/2018 Duración: 29minOn this week's show Ed Smith, head of asset allocation at Rathbones, explains why investors shouldn't dismiss the prospects for Chinese growth. The team also consider the wider outlook for emerging markets, and profile what could be a promising new source of growth and income. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: A bitter pill
22/02/2018 Duración: 34minJohn Hughman talks to Megan Boxall about how the pharmaceutical industry is coping with the expiry of drug patents, while news editor Emma Powell rounds up the big news of the week, including a painful strategic review at the AA. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Attractive Asian income and good UK dividends
16/02/2018 Duración: 20minMark Williams, manager of Liontrust Asia Income Fund, explains how to generate an attractive yield by investing in Asian equities. Personal finance writer Emma Agyemang highlights a good source of UK equity income, and profiles a new investment trust which will seek more unusual sources of US growth. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Solid foundations
15/02/2018 Duración: 37minIC editor John Hughman talks to property correspondent Jonas Crosland about why real estate has proved so resilient, and with Alex Newman about the recent twists and turns in the extractive industries. Plus the latest updates from small cap guru Simon Thompson. See acast.com/privacy for privacy and opt-out information.
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Bull vs Bear: Ocado
12/02/2018 Duración: 19minIn the latest instalment of Bull vs Bear, the IC’s retail expert Harriet Russell and Peel Hunt tech analyst James Lockyer discuss the outlook for Ocado following the latest set of financial results and share placing. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Building portfolios with ETFs and the case for home income
09/02/2018 Duración: 20minIn this week's show Joe Parkin, head of iShares retail and wealth at BlackRock, joins the team to explain what an ETF is and how you can use it in your portfolio. They also consider whether infrastructure investment trusts are good value and look at why one fund manager argues that UK domestic income is best. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Don't panic
08/02/2018 Duración: 41minIC editor John Hughman discusses a wild week on the markets with Megan Boxall and Algy Hall, why the knives are out for big tech, and why Simon Thompson is unruffled by the return of volatility. See acast.com/privacy for privacy and opt-out information.
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IC Questions: What's happening to bonds?
06/02/2018 Duración: 10minAhead of Jerome Powell's appointment at chairman of the Fed this week, US bond yields have been steadily creeping up. For this edition of IC Questions, Chris Dillow and James Norrington look at the reasons behind the sell-off, what it means for equities and the broader market, and what is happening with inflation. Produced by Dominic Toms. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Financial rebound and equity income champions
02/02/2018 Duración: 23minIn this week's show Darius McDermott, managing director at Chelsea Financial Services, joins the team to consider whether the recent rebound in financial company shares means they are a good place to invest. Personal finance writer Emma Agyemang explains why Henderson Smaller Companies Investment Trust (HSL) has consistently out performed. And they highlight some UK equity income funds with good performance records. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Share raiders
01/02/2018 Duración: 33minIC editor John Hughman speaks to Megan Boxall about how to deal with short-selling raids, and Simon 'Indiana' Thompson about his continuing quest for the holy grail of stock market investing: Bargain Shares. See acast.com/privacy for privacy and opt-out information.
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The Extraction Podcast: Premier Oil
30/01/2018 Duración: 18minDespite low costs, production worth $2bn a year at today's prices, and several development projects in train, Premier Oil trades at a steep discount to both its peers and net asset value. For this episode of the IC's Extraction Podcast, we speak to finance director Richard Rose about the oil firm's debt, recovery, and future. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: How safe is your DB pension and multi-asset uses
26/01/2018 Duración: 25minColin Low, managing director of Kingsfleet Wealth, joins the team to explains why defined benefit pensions are likely to be the best option in most cases despite recent high profile failures such as Carillion's schemes. They also assess the merits of multi-asset funds and consider as to whether markets could crash meaning you should protect your portfolio. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: So goes January
26/01/2018 Duración: 34minOn this week's show IC editor John Hughman is joined by Mark Robinson and Emma Powell to discuss some of the highlights of our annual sector-by-sector review of the FTSE 350. After a slew of profit warnings this week, are we in for a bumpy 2018 on the markets? See acast.com/privacy for privacy and opt-out information.
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Bull vs Bear: Marks and Spencer
23/01/2018 Duración: 16minWelcome to a new Investors Chronicle podcast series: Bull vs Bear. Following a disappointing Christmas update from high street bellwether Marks and Spencer, we put IC editor John Hughman and sectors editor Harriet Russell head to head to debate what the future looks like for the retail giant. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Carrying on without Carillion, and a good way to reduce tax
19/01/2018 Duración: 30minIn this week's personal finance show, Rory McPherson, head of investment strategy at Psigma Investment Management, joins the team to assess how the collapse of Carillion will affect investment funds. They also look at ways to mitigate exchange rate fluctuations, consider the merits of gold mining shares, and explain why giving to charity could cut your family's and friends' tax bills. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: The Carillion dollar question
18/01/2018 Duración: 27minAfter the collapse of Carillion IC editor John Hughman asks Tom Dines what the future has in store for public sector outsourcing, and is also joined by Megan Boxall to assess the changing shape of the UK media industry and the latest from Simon Thompson. See acast.com/privacy for privacy and opt-out information.
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Boardroom Talk: Tarsus
15/01/2018 Duración: 17minFrom the biggest airshow in the Middle East to the secrets of ageing gracefully, Tarsus has an event for all. In this episode of Boardroom Talk we speak with Douglas Emslie, managing director of the £400m events group, about the opportunities for global expansion, challenges with running big events and plans for the next phase of growth. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Reviewing for better returns
12/01/2018 Duración: 29minOn this week's show Darius McDermott, managing director of FundCalibre, joins the team to explain how to review your portfolio to get better investment returns. They also highlight some of the funds which are most recommended by investment platforms. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: High street of horrors
11/01/2018 Duración: 46minIC editor John Hughman talks about retail's winners with Harriet Russell this Christmas, and runs through the good, the bad and the ugly of the IC's 2017 share picks with tips editor Algy Hall. Plus the latest small cap updates from Simon Thompson. See acast.com/privacy for privacy and opt-out information.