Investors' Chronicle

Are we ever going back to the office? Will working life return to normal when the threat of coronavirus has passed? How will businesses in the hospitality and travel sectors survive?Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's IC Alpha Podcast John and Phil talk about two companies in the travel sector that have borne the brunt of Covid-19 and may have further pain to come, why lockdown is proving good news for one specialist retailer, and a distributor that's expanding despite the difficult economic backdrop.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Google searches for the word ‘staycation’ have spiked in 2020. Brits fearing unpleasant air travel, hostile international hosts or an unexpected two weeks of enforced quarantine on return to the UK have opted to holiday in these green and pleasant lands.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Government bonds were one of the only reliable portfolio diversifiers when equity markets crashed earlier this year, but they now face several pressing questions. Are they too expensive, and will they still work in the next sell-off? What will the future hold for bonds more generally?Mike Riddell, manager of the Allianz Strategic Bond fund, has successfully navigated recent bouts of volatility by taking a flexible approach to fixed income. In this interview, he tells us what the future might hold for the asset class and where he sees value (and risk).Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, John Hughman and resident analyst Phil Oakley discuss the state of play for the housebuilders with the help of this week's results from Redrow. Plus what Next can do in response to the evolving retail sector and how Ocado has found itself in the Covid-19 sweet spot. But is Phil convinced?If you don't subscribe to Alpha already, you can sign up for a four week trial for just £4 by clicking on the following link: investorschronicle.co.uk/TryAlphaInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

The pub feels like just the right place to launch the Investors Chronicle’s brand new podcast, especially as the topic up for discussion in episode one is beer. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Professor John Kay has held a host of the UK’s leading economic advisory and academic positions. In early 2020, he published an incredibly prescient book alongside Lord Mervyn King which lays out the dangers of economic modelling when attempting to deal with crises. Reassuringly, Radical Uncertainty: Decision making for an unknowable future, shows that we can make good decisions, even in a very unreliable world.In this interview, Mary McDougall talks to Professor Kay about how he came to write his book, how its conclusions can be applied to the threats facing the world at the moment and whether or not he did indeed read all the sources in the book’s 39-page bibliography!Professor Kay also divulges his vast knowledge on the UK’s equity markets, building a pension, fighting climate change and what ESG should really be all about.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's new IC Alpha Podcast, John and Phil discuss the worrying outlook for the UK economy and the pound as a result of the government's disastrous handling of Covid-19 and now the final stages of Brexit negotiations. For companies exposed to the consumer economy this has brought mixed fortunes – as John and Phil discuss, strong numbers this week from Games Workshop and Frontier Development highlight the business models fit for the Covid economy – even if their high valuations give pause for thought. But for those like Fevertree Drinks, lockdown has proved a much greater challenge despite a leap in in-home drinking and expansion into the US – can it recover to live up to its shares premium rating?You can read more of Phil's thoughts on these companies – and others – in his weekly Alpha report. If you don't subscribe already, you can sign up for a four week trial for just £4 here investorschronicle.co.uk/TryAlphaInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the IC Interviews, editor John Hughman speaks to the magazine’s regular investment trust columnist John Baron.A former fund manager, John has provided updates on two live investment trust based portfolios for the Investors Chronicle since 2009, one focused on growth and the other on income.John has recently completed an updated version of his book, the Financial Times Guide to Investment Trusts: Unlocking the City's Best Kept Secret.In this interview, John explains why he favours investment trusts, how the techniques he uses to manage his portfolios have shielded them from the worst impacts of Covid-19, and why he’s top slicing technology and taking contrarian positions in commercial property and commodities. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

For the vast majority of investors, the stock market remains primarily a place for making money work harder. But increasingly, environmental and social consciousness is playing a role in investment decisions.But a lack of clear guidelines on ESG reporting means there has been a rise in both companies and funds attempting to make themselves seem cleaner than they are - and life harder for investors that want to make their money genuinely work for good.  On this week's Investment Hour John Hughman and Megan Boxall discuss these sticky issues with associate editor Algy Hall, with some help from Ronald Cohen, famed venture capitalist, Peter Toogood, chief investment officer at retirement solutions provider Embark Group and Tom McGillycuddy, co-founder of impact investment app, Tickr. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Peter Toogood is the chief investment officer at retirement solutions provider Embark Group, having worked for 25 years in financial services including as an advisor, researcher and investment manager. In this podcast, we talk with him about the current market battle between growth and value, the rise (and sometime inconsistencies) of ESG, and Peter's own solution for the global debt pile.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

BT’s chief executive seems to have spent much of the last few weeks preparing his company for a hostile takeover approach. The fate awaiting BT and its shareholders raises questions about how the company has found itself in this sorry state. To answer that, we have to go back to the 1980s, when Margaret Thatcher had an agenda. In this week’s podcast Megan Boxall and John Hughman have been joined by Lauren Almeida to discuss privatisation and whether or not it has been a good thing for BT and the shareholders who supported its IPO.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Private equity has developed a bad reputation for extracting value from companies and then foisting their remnants on unsuspecting equity markets. At the same time Private Equity trusts have delivered returns for investors that have beaten some of the world's best performing indices and offer access to areas of industry that equity markets just cannot reach.On this week's investment hour, John Hughman and Dave Baxter are joined by Phil Oakley to discuss the pros and cons of investing in Private Equity and the companies they invest in, while James Norrington talks to Augmentum Fintech's chief executive Tim Levene about his fund's approach to investing in one of the fastest growing areas of technology. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

The platform market has changed a lot since Hargreaves Lansdown launched in the UK nearly 40 years ago. The market's growth in products, information and legitimate online brokers is surely only a good thing? The answer is tricky. More options have helped bring prices down, but also make it harder for investors to make a decision, whale scams and security remain hot issues. In this episode of the Investment Hour, Megan talks to Mary McDougall about the range of investment platforms available and John discusses the results of the listed providers with Phil Oakley. Also featuring interviews with Richard Wilson, chief executive of Interative Investor; Adam Dodds, founder of app platform, Freetrade; and Felicia Hjertman, founder of new DIY Platform, Vinco, which she expects to launch in early 2021.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Last week was big for US tech - with a fiery Congressional hearing and bumper quarterly earnings. “With the exception of Amazon, all of these companies are not expensive stocks now”, argues Walter Price, portfolio manager of Allianz Technology Trust. In this podcast, Mr Price tells us his views on growth, regulation, and China’s moves to replace the US as the dominant world superpower. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

 Coronavirus has intensified the growing animosity between the world’s two great superpowers, China and the US, and worries are mounting that the confrontational rhetoric may at some point turn a cold war into a hot one. But the virus has also stretched Western economies to their limits and cast into doubt just how they can fund the cost of the new arms race that may just be starting.On this week’s Investment Hour, Megan Boxall and John Hughman are joined by the IC’s defence correspondent Nilushi Karunaratne and industrial correspondent Alex Janiaud to discuss the outlook for the defence sector and what this means for investors. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

'What comes next for investment in the tech sector?’ is a question Mary McDougall put to Ben Rogoff, lead investor at the hugely popular Polar Capital Technology Trust. His response: "I feel like the growth trajectory for those companies is very strong. The challenge is always – and it really is a challenge for a growth investor – to try and assess how much of that is already captured in the valuation."In this podcast, find out which tech companies Ben thinks are worth the price and hear his thoughts on the regulatory outlook for the big tech companies as we head towards a hugely polarised presidential election.Mary and Ben discuss many of the topics discussed in recent IC articles, click on the links below to find out more about the outlook for the US technology sector.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Gold has reached $2,000 an ounce on the futures market this month and gotten very close in spot terms as well. The precious metal has been trading at multi-year highs for over a year now, since breaking $1,400 over a year ago. This year, the Covid-19 job losses and major economic slowdown supercharged an already surging gold price.The big question is whether you should still be buying. On this week’s podcast Megan Boxall and John Hughman are joined by Alex Hamer and Dave Baxter to talk about possible entry points and where this new record comes from.SPECIAL OFFER - You can get four weeks of Investors Chronicle in print and online for just £4 with our special offer for podcast listeners. Go to investorschronicle.co.uk/podcastsub.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Sir Ronald Cohen is described as the ‘father of British venture capital’, having co-founded Apax Partners in 1972. For nearly twenty years he has pioneered initiatives in the world of impact investing, including the Social Impact Investment Taskforce created during the UK’s presidency of the G8.  In this interview, Sir Ronald explains how the environmental and social impact of companies can be quantified - and even laid bare in their financial statements. Are impact-weighted accounts the future for socially responsible investing?Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Pharmaceutical progress in the war on coronavirus has accelerated this week and share prices have leapt as a result. On this week’s podcast John Hughman and Megan Boxall get the lowdown from Harriet Clarfelt on the recent announcements and dig into the share price movements with trader Michael Taylor. We have also spoken to the chief executive and chief financial officer at Tristel and Phil Oakley has provided an overview of the outlook for companies. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

The trimming or cancelling of dividends in the UK is incredibly significant. With income expected to be significantly lower in 2020 than it was in 2019, a reader’s letter has highlighted how stark the situation is for some private investors. He said: “40 per cent of my retirement income comes from shares.”At a time like this, it’s hard to know where to turn. On this week’s podcast Megan Boxall and John Hughman are joined by Algy Hall, Dave Baxter and Nilushi Karunaratne to discuss the situation and help explain how investors can best cope with the income carnage of the past few months.We’ve also covered the outlook for income extensively in the magazine this week. Click on the links below to read our top dividend coverage and the stories mentioned on this week’s podcast.SPECIAL OFFER - You can get four weeks of Investors Chronicle in print and online for just £4 with our special offer for podcast listeners. Go to investorschronicle.co.uk/podcastsub.UK braced for prolonged period of measly incomeFor investors hanging onto the illusion that their precious income might bounce back as the coronavirus pandemic passes, Factset’s consensus dividend forecasts – compiled and analysed by the Investors Chronicle – do not offer much hope. Click here to find out why.Corporate debt hits record $8.3trnFor many companies, the recent dash for debt has perhaps prevented liquidity pressures from turning into a more serious question about solvency. But it is a risky gamble. Read the full story here.Telecoms faces a China crisisBritish telcos are reeling from a big government u-turn on the use of Huawei equipment. But are any companies in a position to benefit? Mark Robinson attempts to answer that question.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Few financial experts speak with such authority about psychology in investing as Michael Mauboussin. He’s written the book on behavioural finance – literally, many times. In this interview, he and Algy Hall pick through the main discussion points of his latest research paper – ‘BIN there, done that’, which analyses the sources of mistakes people make when forecasting.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

After suffering the fastest bear market in history in March America's stock markets have powered to new heights on the back of the strength of its technology sector and vast stimulus.But plenty of pitfalls lie in wait – high valuations, election uncertainty, civil disorder and escalating tensions with the world's second superpower: China. In part 2 of our series exploring how markets may react to the geopolitical standoff, John and Megan have been joined by Phil Oakley, Philip Ryland and Mary McDougall to discuss the risks and rewards of investing in the land of the free at this difficult juncture.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.WPP-founder Sir Martin Sorrell spoke to Lauren Almeida about his new venture, S4 Capital, how Covid-19 is accelerating the trends he sees shaping the advertising world in the digital era, and why he believes a V-shaped economic recovery is on the cards.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.Alex Newman spoke to platform boss Andy Bell, founder of AJ Bell, about the private investing landscape, the future of shareholder democracy, and how to investor behaviour has changed in the wake of the Covid-19 pandemic.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.Risk management expert and founder of HSBC’s geopolitical risk team Derek Leatherdale told Alex Newman what investors need to know to keep their money safe in an increasingly fractious world, and what could happen next in the US: China standoff.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.Megan Boxall speaks to famed short selling activist Carson Block, whose firm Muddy Waters has exposed some several major corporate fraud and accounting scandals on stock markets around the world.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Is the potential growth in China worth the risk to western investors? Or has the recent escalation of tensions between China and Hong Kong made this a market that is best avoided?In part one of our two part series exploring the rising tensions between the world's two superpowers, John and Megan have been joined by Phil Oakley, Philip Ryland and Dave Baxter to discuss the challenges of the China investment saga.Featuring interviews with China market experts, Muddy Waters’ Carson Block and Derek Leatherdale, the former head of geopolitical risk at HSBC.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Whatever your views on the social and political implications of recent protests against racial inequality, their message has dredged up a thorny subject for the investment world. How much does good social practice matter to companies and to what extent are those companies accountable for social malpractice?Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Liquidity or illiquidity is a tentative topic for British investors, especially in the wake of the Woodford fiasco of 2019. In coronavirus markets, liquidity is again being used as a dirty word - should we be fearful of rallies driven by liquidity? Phil Oakley and Chris Dillow have joined Megan Boxall and Dave Baxter to help answer that question. And Alex Hamer has introduced us to the idea of illiquidity as an investment strategy.There are a couple of articles in the mag this week that it might be worth dropping into the podcast page as well: Chris Dillow on not being fearful of liquidity driven rallies and Phil Oakley's musings on whether the the stock market is detached from reality.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

As full lockdown begins to ease, Britain is starting to get back on its feet. But what state is the consumer industry in? And is it prepared for the challenges of a post-coronavirus world? To understand the outlook for the market, we have spoken to Alex Janiaud and Phil Oakley. And we have been joined by Patrick Dardis, chief executive of pub group Youngs to discuss the outlook for his company.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Vaccine and treatment progress in the war on coronavirus is unsurprisingly capturing investor attention. But there is a world of healthcare beyond the pressure of the pandemic which could provide investors with far more lucrative returns. In this week’s podcast John Hughman and Megan Boxall are joined by Harriet Clarfelt and Mary McDougall to discuss the investment opportunities in the market. Harriet has also spoken to special guest Nina Deka from Robo-Global and we celebrate the long awaited return of Phil Oakley.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Bubbles are both an exciting and terrifying part of market life, offering investors the potential for both huge gains and also massive losses. But how do investors navigate a phenomenon they often don't know they're experiencing until it bursts? On this week's Investment Hour John Hughman and Megan Boxall are joined by IC experts Algy Hall, Chris Dillow, Philip Ryland and Dave Baxter to try and understand why bubbles form and pop, and what to do if you think you're in one.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Mary McDougall explains how you can get income from equities even amid dividend cuts. Ed Smith, head of asset allocation research at Rathbones, considers whether a rise in inflation is likely and highlights some investments to protect against this. He also explains why although the coronavirus pandemic is unlikely to end globalisation there are some emerging trends investors need to be aware of.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

For all the challenges posed by coronavirus, the crisis also provides multiple opportunities for renewal. That’s the theme of our series of features ‘The New Future’ which we kicked off this week and is also the topic of this week’s podcast when John Hughman and Megan Boxall are joined by regular guests Algy Hall and Alex Newman. Plus the long overdue podcast debut of the IC’s resident economist Chris Dillow.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

In this week’s show Cormac Weldon, manager of Artemis US Select Fund, explains how he outperforms the notoriously difficult to beat S&P 500 index and highlights some US companies that could benefit from the changing investment landscape. Mary McDougall looks at what LF Blue Whale Growth Fund’s manager was investing in when others were cautious and why he places such great importance on valuations.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Britain is reopening – slowly. After the announcement of UK economic data, it has become clear that an easing of lockdown measures has become vital if we’re going to protect the health of the economy.In this week’s episode of the Investment Hour, Phil Oakley joins John Hughman and Megan Boxall to discuss why the economy needs to open rapidly and Harriet Clarfelt discusses some of the healthcare companies which may get us back to normality quickly. Plus, John Rosier joins the team to give an update on the performance of his portfolio.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

In challenging times, investors have looked to the king of investing for some guidance. Warren Buffett has delivered – but perhaps not in the way that the investors who are leaping back into the troubled stock market would have wanted. On this week’s Investment Hour, Megan Boxall and John Hughman discuss how the human psyche can sway even the best investors’ decisions. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week’s show Dave Baxter explains how to get a good income by selectively investing in bonds. And Stuart Widdowson, manager of Odyssean Investment Trust, explains how taking a private equity approach when investing in smaller companies has helped iron out the volatility associated with this area. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week’s show Darius McDermott, managing director of Chelsea Financial Services, looks at what effects oil price volatility is having on different types of funds and sets out some suggestions on where to get a more reliable income. He and Mary McDougall also highlight some mistakes you should not make in turbulent markets, and set out some techniques to stop making them.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Six weeks of lockdown have unsurprisingly squeezed our spending. But the pain isn’t just being felt by the companies where you usually splash your cash. The impact is rippling up the chain and hurting property companies and banks. In this week’s episode of the Investment Hour, we discuss the implications for investors with Emma Powell and Alex Newman. And we talk to Phil about the importance of a much overlooked financial metrics: sales. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

This week Annabel Brodie-Smith, communications director at the Association of Investment Companies, updates on how investment trusts have been performing amid the recent market plunges and explains why they could still pay a good income. Dave Baxter looks at which assets have held up amid the market melt down and highlights some funds with which to access them.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's Investment Hour the IC team get to grips with a crazy week on the oil markets, while Phil Oakley reveals a safe haven share for turbulent times.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

In this week's show Dave Baxter highlights some alternative assets which offer an attractive income, and suggests some investment trusts with which to access them. Mary McDougall explains how to work out your risk appetite, and why this might have changed as a result of the coronavirus outbreak. And Dave looks at why Scottish Mortgage Investment Trust has had to write down the value of some of its assets and how this has affected its performance.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's IC Companies & Markets Show John Hughman and Phil Oakley talk about why investors should be wary of companies favouring buybacks over special dividends, and why the travel industry could prove a good contrarian investment  Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's show Dave Baxter looks at which parts of markets may present and suggests some funds with which to access them. Dave also explains why Perpetual Income and Growth Investment Trust has sacked its manager and what it is doing about replacing him. And Mary McDougall looks at how companies are still managing to hold AGMs, despite social distancing rules, and explains how you can still take part in these meetings.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's Companies & Markets Show editor John Hughman speaks to Alex Newman and the companies team about their hunt for safe sectors amid the Covid chaos, and Phil Oakley explains why investors in today's market should be paying more attention to the teachings of Ben Graham.  Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

This week Dave Baxter explains why despite increasing numbers of UK companies slashing their dividends investment trusts should be able to continue to deliver a reliable income. Rosemary Banyard, manager of VT Downing Unique Opportunities Fund, says where she is finding opportunities in the UK small and mid-caps space, and profiles two companies that are doing well now and should continue to deliver strong returns.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's Companies & Markets Show John Hughman talks to Megan Boxall about why Covid-19 could permanently change the way the world works, and Phil Oakley explains why he thinks talk of recovery is premature.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week’s show Dave Baxter explains why funds which take an environmental, social and governance (ESG) investment approach have recently fared better. He and Steve Kenny, commercial director at Square Mile Investment Consulting and Research, consider whether ESG funds can continue to do well and explain why you need to carefully examine them before you invest. And Steve and Mary McDougall set out some sensible investment strategies for turbulent markets. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.