Investors' Chronicle

On this week's Companies and Markets Show, editor John Hughman talks to Phil Oakley about his new Quality Portfolio, asks if there's any puff left in Debenhams shares, and why discounted shares in a small industrial landlord could be worth snapping up.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 deputy personal finance editor Taha Lokhandwala explains how to get the right asset allocation for your pension as you approach retirement. Iain Barnes, head of portfolio management at Netwealth, explains how to allocate and invest long term portfolios such as a pension. They also consider the importance of market factors and styles, and what is key when constructing a 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 Companies and Markets show editor John Hughman takes a sceptical look at Ocado and the broader grocery industry with Phil Oakley and Harriet Russell, plus why housebuilders may continue to surprise on the upside. 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.

Evy Hambro, manager of BlackRock World Mining Trust (BRWM), sets out the arguments for getting exposure to commodities via shares in mining companies and where to find the best opportunities in this area. He also explains why this investment trust had a difficult 2018, how the prospects for this area could improve and how he is also adding value by investing in unlisted holdings.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.

Taha Lokhandwala looks at how Asian equities and funds have been performing. Rachel Winter, senior investment manager at Killik, considers whether it is a good time to allocate to Asian and frontier market equities. And they suggest some ways to identify and compare ethical funds that meet your criteria.  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 and Markets Show editor John Hughman talks to Phil Oakley about why private investors find it increasingly hard to follow the strategies of the investment greats.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 team discuss extracting income from Asian equities and how infrastructure trusts fared in 2018.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 speaks to Phil Oakley about the dangers of dividend investing, why some active managers aren't worth their salt, and the risks of backing highly rated sharesInvestors' 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 Personal Finance Show Ben Ritchie, manager of  Dunedin Income Growth Investment Trust, explains why he has changed its investment strategy and where he sees the best opportunities in the UK equity market. And deputy personal finance editor Taha Lokhandwala weighs up the merits of using cash to mitigate market volatility. 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.

Editor John Hughman talks to James Norrington about why 'permabear' Albert Edwards could be right this time, and why value could finally regain its crown as the winning investment strategy 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 Paola Binns, senior fund manager at Royal London Asset Management, considers how much of a risk interest rates are to bonds and explains how to find the best fixed income opportunities. Taha Lokhandwala looks at how Mid Wynd International Investment Trust's manager is implementing a two-pronged investment strategy and his perhaps surprising choice of defensive holdings.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 show of 2019, IC editor John Hughman talks to Simon Thompson about how a shift in US monetary policy could give markets a lift, and why he's spotting plenty of UK share bargains, while Harriet Russell explains why some retailers have had a better Christmas than many expected.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 deputy personal finance editor Taha Lokhandwala sets out some of his fund tips for 2019. He and Lauren Peters, chartered financial planner at Fiducia Wealth Management, consider the merits of UK equities and wealth preservation funds. And Lauren sets out her top tips for reviewing your finances and investment 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.

Darius McDermott, managing director at Chelsea Financial Services and FundCalibre, suggests some asset allocations to address what could be a volatile year ahead for markets. Deputy personal finance editor Taha Lokhandwala looks at how taking a contrarian value approach has played out for Scottish Investment Trust (SCIN). And Darius weights up the merits of allocating to alternative assets and suggests some funds for getting exposure to 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.

Unlike many other funds, BMO Managed Portfolio Trust (BMPG) doesn’t invest its assets directly into shares or bonds, but rather into other investment trusts. Its manager Peter Hewitt tells personal finance editor Leonora Walters what his process is for selecting investment trusts, and what are some of the most important things investors should consider when choosing trusts for income and growth. He also profiles some of the trusts he has recently invested in and flags the areas of the investment trust universe he thinks could offer good opportunities in 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.

Numerous psychological factors push investors into making mistakes. Victor Ricciardi, author and Assistant Professor of Financial Management at Goucher College, Maryland, and Oliver Smith, Portfolio Manager at IG, discuss how the fear of missing out or looking to make maximum returns without considering the risks can be controlled, and the crucial role played by portfolio rebalancing. 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 Adrian Lowcock, head of personal investing at Willis Owen, joins the team to look at what drove markets in 2018 and what might shape the investment landscape in 2019. They assess the prospects for areas including UK equity growth and income, China and tech shares. 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 2018 ends with UK equity markets on shaky ground, big clouds hang over many sectors for the year ahead. From struggling high street retailers to safe property plays, and buoyant industrials to takeover-ripe payments firms, our companies writers look at the themes which are set to dominate 2019, whichever way near-term political sentiment blows. Produced by Dominic Toms. Featuring music by Scotch and Soda feat. Pastor McPurvis.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 psychology of investing is different to the psychology of trading. Longer time horizons mean the investor’s mindset needs to be different to that of a trader. Self-made millionaire investor and author Mark Shipman and Oliver Smith, Portfolio Manager at IG, discuss how to ignore short-term noise, hold your nerve in times of market volatility, and retain focus on long-term targets.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 Personal Finance Show, the team are joined by Peter Elston, chief investment officer at Seneca Investment Management, and Dave Baxter, deputy editor of Money Management and Asset Allocator, to discuss how investors should prepare for potential volatility in stock markets next week.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 week's Companies & Markets Show IC editor John Hughman talks to Julia Faurschou and Phil Oakley about two companies turning their backs on North American expansion, and two very UK-centric companies faring rather better than you might expect.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.

Every trader makes mistakes. But there are a number of things you can do to minimise those occasions. Andreas Clenow, Chief Investment Officer at ACIES Asset Management, and Chris Beauchamp, IG's Chief Market Analyst, share their thoughts on how to avoiding making mistakes. Solid preparation, sticking to a trading plan, keeping records and cutting losses quickly can make a big difference.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 Personal Finance Show, the team discuss how politics and central banks dominated the news agenda this week, and how bizarre comments from across the pond sent US equities higher. Investors Chronicle economist Chris Dillow and manager of the Odyssean Investment Trust Stuart Widdowson explain what the Bank of England report on Brexit really means, and what signs investors should use to decide asset allocation. Stuart talks about the impact of political uncertainty on UK equities and what this has meant as a fund manager and deputy personal finance editor, Taha Lokhandwala, and Chris discuss this week's Portfolio Clinic.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 Alex Newman about what could be the twilight of the oil industry, while Phil Oakley explains why the share prices of some former investor favourites are on the slide.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 trading, you can make more losing trades than winning trades and still make money. But while it is key to always cut losses and run profits, that can be harder than it sounds. Pride means wanting to be proved right, while fear can drive us to grab at profits. Bestselling author and founder of TurtleTrader.com Michael Covel, and self-made millionaire investor and author Mark Shipman mull taking the correct psychological approach with each trade. 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 David Cornell, manager of India Capital Growth Fund, says where he is finding the best growth opportunities in the Indian market. Deputy personal finance editor Taha Lokhandwala profiles some financials funds that are turning to tech, and David explains why two of his largest holdings are technology 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.

On this week's IC Companies and Markets show editor John Hughman asks Harriet Russell whether Black Friday could mean more pain for UK retailers, and speaks to Phil Oakley as his quest for quality shares sees him take to the skies and the bottle.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.

Fear can be a problem for traders, but over-confidence can be just as damaging. Trading can bring moments of euphoria, but it can be psychologically tough when things are going against you. Author, fund manager and industry expert in futures and hedge funds Jack Schwager and IG Analyst Joshua Mahony discuss the impact that fear, greed and bias can have on trading, and give their thoughts on how a trading plan and technical analysis can take the emotion out 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.

Peter Walls, manager of Unicorn Mastertrust, considers how conventional this year's equity investment trust launches are and whether it's a good idea to invest in IPOs. He also highlights two investment trusts for growth and income, and set out the contrarian case for UK equities.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 and Markets Show editor John Hughman talks to Harriet Russell and Julia Faurschau about the ongoing struggles of the retail and travel industries, and how AstraZeneca has delivered a rare ray of sunshine in a difficult market.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.

Spreads and commissions mean you are in a losing position as soon as you enter a trade. Some very human responses can then exacerbate the situation, causing you to snatch at profits and run losses. Brett Steenbarger, trader, author and Associate Professor of Psychiatry and Behavioral Sciences at SUNY Upstate Medical University, and IG Analyst Chris Beauchamp discuss tools and techniques for mastering 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.

Michael Ingram, chief market strategist at WH Ireland, and deputy personal finance editor Taha Lokhandwala consider which kind of defensive income shares should provide the best protection in falling markets. Emma Agyemang explains how an allocation to unquoted investments has boosted Scottish Mortgage Investment Trust's returns. And Michael considers the outlook for US equities following the recent election there.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 Phil Oakley about why we should be wary of adjusted profits, and Harriet Russell explains what two major retailers need to do to get back on track.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.

Investing in debt is possibly the most challenging it's been in almost ten years. Krishna Memani, CIO and Head of Fixed Income at Oppenheimer Funds, and Oliver Smith, Portfolio Manager at IG, investigate the opportunities available in an environment where the general direction of rates is upward as central banks tighten their fiscal policies.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 Anna Sofat, founder of Addidi Wealth, looks at some changes announced in the budget that could have a significant effect on your wealth sooner than expected. She and the IC team also consider what effect the abolition of PFI could have on infrastructure funds, and if emerging markets can continue to grow despite this year's volatility.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 is joined by Megan Boxall and Phil Oakley to discuss a busy week on the markets, including how Restaurant Group's latest acquisition could leave it with indigestion, why China is on course to become the world's biggest healthcare market, and the biggest stories from this year's Budget. 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 demand from China the dominant factor driving oil and metal markets, or is its influence overstated? Ed Morse, Global Head of Commodities Research at Citigroup, and Josh Mahony, market analyst at IG, give their opinions, and discuss trading strategies for the coming months.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.

Mike Schozer, chief investment officer at Hadrian’s Wall Capital, explains how to get a high income from small to medium-sized enterprise loans. The IC team also explain why it could be beneficial to get exposure to a geographic region via more than one fund, and why selling a fund at the right time is as important is buying it at the right time. 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.

Megan Boxall talks to Phil Oakley and Harriet Clarfelt about the importance of good growth and how to spot the companies which may be growing badly. Phil’s column this week focuses on when to pay up for quality – good growth is the key.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 US tech sector has been on a tear, driven by the likes of Facebook, Apple, Amazon, Netflix and Google's parent, Alphabet. Charlene Li, Principal Analyst at Altimeter, and Chris Beauchamp, Chief Market Analyst at IG, discuss whether there are more trillion-dollar valuations to come, or if there's a 2000-shaped bubble on the cusp of bursting. 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 Alex Brandreth, deputy chief investment officer at Brown Shipley, considers whether this year's steep falls in emerging markets means they're a bargain or cheap for a good reason. Deputy personal finance editor Taha Lokhandwala outlines one of the many interpretations of sustainable investing, and he and Alex explain why investors should have a good sell discipline. Personal finance writer Emma Agyemang, meanwhile, profiles a new fund which will be managed by star smaller companies managers Paul Marriage and John Warren. 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.

John Hughman discusses a busy week for the retail industry with Harriet Russell, including the good (Ted Baker), the bad (Superdry) and the ugly (US giant Sears, which filed for bankruptcy protection this week), while Megan Boxall talks about how to spot a bad 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.

Is the bull run finally coming to an end, or can stocks keep rising? Liz Ann Sonders, Chief Investment Analyst at Charles Schwab, and IG Chief Market Analyst Chris Beauchamp discuss the economic factors that could impact equity markets, and which warning signs merit the most investor attention.  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 episode of Boardroom Talk, Harriet Russell talks to Colin Porter and Marc Dench, chief executive and chief financial officer at clothing chain Joules. It's a tricky time for retail, in a market clouded by the dominance of the internet. But Joules' bosses think there's life in the high street yet, and especially in their 'multichannel' strategy.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 Personal Finance Show the team are joined by Rachel Winter, senior investment manager at Killik & Co, to talk about the week's equity market volatility and what investors should, and should not, be doing about it. We go through the main drivers behind the turbulence, what this means for the outlook for a range of asset classes, and also how correlations between different assets is changing the way we construct portfolios. Emma Agyemang gives an update on potential new rules for property funds, which could affect how often investors trade, and there's also a discussion about the new Smithson Investment Trust, which IPOs later this month.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 IC companies and markets show editor John Hughman is joined by Phil Oakley and Megan Boxall to discuss a turbulent week on the markets, why understanding cashflow could help you avoid painful share price falls, and consumer trends with big implications for all 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.

2018’s boom in cryptocurrency prices ended abruptly at the start of this year, leaving some speculators with huge gains and late entrants with big losses. Prices for the likes of Bitcoin are well below their highs, but volatility remains and interest is still high. So what next for the cryptocurrencies and where do prices go now? Crypto analyst and trader Tone Vays and DailyFX analyst Nick Cawley discuss.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 an exclusive interview with the IC’s Julia Faurschou, Tim Martin, founder and chairman of JD Wetherspoon talks Brexit, debt and strikes and reveals why he thinks his pub chain is “the grooviest”. 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 ONS is going to release its GDP growth figures next week with the expectation of positivity amid the uncertainty surrounding Brexit and the country's future trading relations.To discuss this in this week's Personal Finance Show, the team is joined by Merchants Trust (MRCH) manager Simon Gergel, who also reflects on how recent outflows from the UK market have left value opportunities in income major stocks.Emma Agyemang provides an update on changes at Fidelity, following the announcement that Ian Spreadbury, Strategic Bond (GB00B469J896) and MoneyBuilder Income (GB00B3Z9PT62) fund manager, is going to retire at the end of the year.This is also a segway into a chat about retirement and the big mistakes people always make and how to avoid 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.

Megan Boxall talks to Phil Oakley about what to look for in a quality company and why Spirax-Sarco fits the bill. Mark Robinson has taken a (virtual) trip across the pond for evidence poor corporate governance – Tesla. In this week’s podcast, the UK (like it did along with Europe in the Ryder Cup) has trumped the US.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.