Investors' Chronicle

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.

On this week's Companies & Markets Show John Hughman talks to Alex Newman and Phil Oakley about how income-seekers can survive the dividend crisis, why Covid-19 may bring about much-needed changes in attitudes towards market and business risk, and a tech giant that should be on every investor's watchlist.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 talks to Megan Boxall and Phil Oakley about how science and government are mobilising their resources to beat Covid-19.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 and Phil Oakley survey the damage Covid-19 has inflicted on global stock markets and explain why investors need to prepare themselves for the very different world it could leave behind.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.

With markets tumbling and economies on lockdown, much of this week's Budget was focused on tackling the worst effects of the coronavirus. But with some eye-grabbing initiatives in the pensions and Isa space, deputy personal finance editor Dave Baxter and Shore Financial Planning director Ben Yearsley discuss some of the implications the Budget could have on your finances.  Meanwhile investment writer Mary McDougall delves into a controversial sector – absolute return funds – and asks how effective they are in volatile 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.

On this week's show Jason Hollands, managing director at Tilney Group, explains why you should not panic sell during falling markets and sets out some suggestions on how to manage your money through volatility. Personal finance writer Mary McDougall explains why European equities can provide good investment opportunities despite economic problems. And Jason sets out some of the tax benefits of Isas and how you can save for retirement with 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 Companies & Markets Show editor John Hughman talks to regular contributor and our new daily Market Outlook writer Neil Wilson to assess the prospect for markets as the economic impact of Covid-19 starts to show up in company updates.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 James Norton, senior investment planner at Vanguard UK, highlights some bad investment habits and steps you can take to avoid falling into them. Mary MacDougall profiles some of the more common investment scams and sets out some tips on how to avoid falling into them. And Dave Baxter and James profile Vanguard’s new self invested personal pension (Sipp), and look at how it compares to other platform Sipps.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 and Markets Show John Hughman and Phil Oakley discuss the potential economic and market impact of the coronavirus.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 explains why holding different assets might not diversify your portfolio as much as you think and what you need to do to ensure that your holdings are really differentiated. Katie Potts, manager of Herald Investment Trust, explains why the UK offers good tech opportunities and she invests more in the home market than the US. She also profiles some tech stocks that have done well and explains why a holding under pressure is still a good 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.

On this weeks IC Companies and Markets Show editor John Hughman talks to commodities correspondent Alex Hamer and trader Michael Taylor about the latest twist in the Sirius tale, the surprising return of Gemfields, what the coronavirus means for precious metals, and the mineral complexities of electric vehicles. 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.

Andrew Ness, co-manager of Templeton Emerging Markets Investment Trust (TEM), explains how he tries to spot value and avoid traps, and what has recently contributed to the trust's 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.

New BP chief executive Bernard Looney has stamped his authority on the company in his first month in the job, committing to getting the oil and gas supermajor to net zero carbon emissions by 2050. To do this, he will do away with the longstanding upstream and downstream divisions, although this is just about the only concrete detail available. In any case, this commitment marks a major change for the industry. We've brought in Panmure Gordon analyst Colin Smith to talk radical change in oil and gas, virtue signalling and the Looney revolution.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 how a professional investor is managing UK equity risk, and which parts of the market and companies she thinks are worth it. Charlotte Ransom, chief executive officer of Netwealth, explains why you could lose money by trying to avoid certain risks, and sets out some strategies to help you stay invested while mitigating downside. They also consider whether a new type of report will help you establish whether funds are good value for money.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 and Phil Oakley talk about why directors should own shares in the companies they run, the attractions of Relx and Avon Rubber, and the madness of Ocado's valuationInvestors' 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 a dramatic exit from London in 2017, Gemfields (SA:GML) is coming back. The emerald and ruby miner and Fabergé owner was taken off Aim by its major shareholder Pallinghurst, run by former BHP chief executive Brian Gilbertson. He and his son Sean had been involved in the precious stones company from the start, but the takeover saw a fight between the family and Gemfields management, led by chief executive at the time Ian Harebottle. In this episode of the Extraction Podcast, Sean Gilbertson – now chief executive of Gemfields – shows us stunning stones, explains why rubies, emeralds and sapphires are different from struggling diamonds and why he wants to keep the loss-making Fabergé in the 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.

On this week's show Mary McDougall explains why professional investors don't think that the corona virus will impact China's long-term growth potential. Dave Baxter looks at when it is acceptable for funds to have a substantial allocation to cash. And  Christine Ross, client director and head of private office at Handelsbanken Wealth Management, highlights some potential IHT changes that could affect the way you plan for this and which tax efficient wrappers will help you get the most out of your investments.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 and Phil Oakley talk about news that the CMA is planning to investigate competition across the UK and what it could mean for shareholders.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 how much money investors trapped in Neil Woodford’s former fund are getting back. Adrian Lowcock, head of personal investing at Willis Owen, explains how best to access illiquid assets and why investors shouldn’t panic in response to market volatility triggered by events such as the corona virus. Mary McDougall, meanwhile, sets out ways to ensure that you take part in votes on your listed investments.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 Phil Oakley tells John Hughman why Auto Trader is one of his favourite businesses, asks if Apple's shares can continue to motor, explains why Unilever is stuck in first gear, and why BT and McCarthy & Stone could be heading for a breakdown.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 Rachel Winter, associate investment director at Killik & Co, considers whether gold is good way to diversify your portfolio and suggests some ways to get exposure to it. She also says what areas of commercial property look like they have better prospects, and explains why liquidity is an important issue when choosing a fund.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 and Phil Oakley talk about why Fevertree is losing its fizz, JD Wetherspoon's winning pub formula, and how the examples of PepsiCo and Sage show why UK investors should broaden their horizons.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 what areas professional investors think could do well and how you can access them. David Jane, multi asset fund manager at Premier Miton, explains why he invests in some US equities despite arguably high valuations. And they highlight some areas of the bond market that should still deliver decent 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 editor John Hughman is joined by full-time private investor and regular columnist John Rosier to hear about the winning formula behind his market-beating 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.

On this week's show Dave Baxter looks at which regions generate the highest yields and best the funds to tap into them. Jonathan Moyes, head of investment research at Wealth Club, explains what VCTs and EIS are, how they can improve your tax efficiency, and who should consider investing in 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 the first Companies & Markets Show of the new decade, editor John Hughman talks to Phil Oakley about the quality strategy behind his Fantasy Sipp and new UK Quality portfolio, and why quality is still in short supply in the UK retail 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.

On this week’s show Guy Anderson, manager of Mercantile Investment Trust, assesses the prospects for UK equities, and highlights the risks and opportunities among mid-caps. Deputy personal finance editor Dave Baxter highlights some funds that could benefit from a change in investor sentiment and action on an urgent issue. 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 considers the prospects for emerging markets and Ben Seager-Scott, head of multi-asset funds at Tilney Group, suggests some funds for accessing them. They also assess the situation of UK equities and highlight some funds focused on the better areas of this asset class. And Ben explains why you can't ignore the US and sets out some ways to get exposure to it.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 talks to Algy Hall about why 2019 has been a good vintage for our Tips of the Year.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 years in the doldrums, both sterling and domestic-facing UK equities have made large gains on the back of a successful general election for the Conservatives. But is it plain sailing from now on? Victoria Hasler, director for research and consulting at Square Mile, discusses what a long road to Brexit might mean for investors.She and deputy personal finance editor Dave Baxter talk about whether the open-ended UK property funds, which have been struggling with Brexit-related uncertainty, are due a reprieve. They also look at what the future might hold for bond investors after a healthy 2019.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 editor John Hughman talks to Phil Oakley about the good, the bad, and the ugly of acquisitions.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.

With property prices and equity markets rising for much of the last decade, more and more families are paying inheritance tax (IHT). IHT receipts hit a record high in the last tax year, but there are many individuals who could mitigate their final bill. In this week’s personal finance show, Foresight Group’s Hugi Clarke sets out what you need to know about IHT planning.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 talks to Phil Oakley about how to spot the signs that could derail a company's share price.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 uncertainty hanging over UK equities has translated into less activity on the IPO front this year - but any clarity could spell an end to the bottleneck. Oliver Brown, manager of the MFM UK Primary Opportunities fund, talks about what this has meant for his fund and how investors can navigate the current situation.He and deputy personal finance editor Dave Baxter also look at forced sales in the Woodford Equity Income fund, and whether there are more bargains to come for opportunistic 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.

On this week's Companies & Markets Show John Hughman and Phil Oakley talk to special guest Peter Higgins, founder of Conkers Corner, about his investment philosophy, the importance of research, and why investors shouldn't be afraid of doing nothing. 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.

Asia Dragon Trust (DGN) had not performed so well earlier in the decade, but last year and so far this year its performance has been much better. Adrian Lim, manager of this trust, which was previously called Edinburgh Dragon Trust, explains what brought about the improvement, and the main differences between his previous and current investment approach. He also explains what his definition of a quality company is, how he goes about selecting one and highlights some holdings that he has recently added to the trust.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 Noelle Cazalis, co-manager of Rathbone Ethical Bond, explains how the fund outperforms many peers that don't have an ethical remit and some of the benefits of taking such an approach. Dave Baxter explains why value style investing might be making comeback and how establish which funds genuinely take a value approach.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 and Markets Show editor John Hughman talks to Algy Hall about the dividend-paying small caps behind one of his most consistently-performing stock screens, and Nilushi Karunaratne explains how investors can tap into the UK's incredible progress on energy decarbonisationInvestors' 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 deadline for constituency nominations for the 12 December general election has passed, providing interesting insight into potential outcomes. IG Index’s Jeremy Naylor and Damian Lyons Lowe of Survation break down the parties, their leaders and what they each must do to gain a political majority on election day.Inspired? Find your next opportunity at IG.comInvestors' 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.