Investors' Chronicle

Private equity may conjure images of the super rich, but it is more accessible than many realise. In the latest Companies & Markets Show, Megan Boxall talks to Emma Powell about why private equity shouldn’t be ignored. Also, big banks, estate agents and interest rates. 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.

A strong run for the US equity market has led some investors to focus on what they consider to be cheaper markets. But James Thomson is sticking with the US, where more than half of Rathbone Global Opportunities Fund's (GB00B7FQLN12) assets are invested. He explains why this global fund has such a high allocation to this market, which kinds of US company he thinks are attractive and why it holds a 'defensive bucket' alongside innovative growth stocks. 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 Rory McPherson, head of strategy at Psigma Investment Management, explains why it could be useful to have an allocation to commodities in your portfolio. Taha Lokhandwala profiles a fund which has made triple digit returns by investing in deep value stocks, and explains how to get the best rates on cash.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, IC editor John Hughman talks to Megan Boxall about uncertain tech giants and aged media empires, and to Alex Newman about uncertain oil giants and aged populations.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 the latest episode of Boardroom Talk, Harriet Clarfelt talks to Stephen O'Hara, founder and chief executive of OptiBiotix. The group has enjoyed decent share price growth in recent months thanks to excitement surrounding microbiome modulation - where OptiBiotix is among the UK's most innovative researchers. But Harriet questions whether that is sustainable in the absence of any sales forecasts and the uncertainty surrounding its product development.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.

Robotic profits and UK income value In this week's show Tom Riley, manager of AXA WF Framlington Robotech Fund, explains the potential is for robotech technologies and what companies this fund invests in to get exposure to them. Deputy personal finance editor profiles a new fund that will focus on UK value income opportunities and highlights some of the findings of an FCA investigation into investment platforms.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 IC editor John Hughman talks to Megan Boxall and Julia Faurschau about the pick of this week's news and results, including why Ryanair is struggling with rising tensions in the airline industry, what we like about strategic shifts at GSK and ITV, and why the party for Fevertree shareholders could run on and on. 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.

Within the past five years, Japan's corporate culture has undergone a seismic change. The government has implemented a new code of conduct for businesses forcing them to be more focused on shareholder returns.Naturally, equity investors in Japan have been buoyed by such a change.Nicholas Weindling, manager of the JPMorgan Japanese Investment Trust (JFJ), joins us to discuss how equity investing is changing in Japan, what opportunities the code has thrown up, and how he is taking advantage of this in 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 this latest episode of Boardroom Talk, Jonas Crosland is joined by the founder of Reditum Capital, Mark Stephen, to discuss the housing market, inflation and margins and their impact on the real estate 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.

Nick Barker, director of GCP Student Living, tells personal finance writer Emma Agyemang what's driving opportunities in the student accommodation market. Taha Lokhandwala, deputy personal finance editor, looks at why British Empire Trust (BTEM) are planning to launch a Japan equity investment trust. And he also investigates whether funds that invest according to environmental, social, governance (ESG) criteria could offer protection in falling 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.

IC editor John Hughman talks to Julia Faurschau about why we still think the Royal Mail shares won't deliver, and Jonas Crosland explains why it pays to be picky in the housebuilding 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.

In this special podcast, Harriet Russell and Megan Boxall went to Wembley Stadium to interview investors in retail giant Marks & Spencer. The Annual General Meeting has historically been an opportunity for shareholders to vent their frustration at the group’s management, but investors seemed largely satisfied with the work of Archie Norman and Steve Rowe. It’s early days though. 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 saga engulfing the Invesco Perpetual Enhanced Income (IPE) investment trust came to an end last month following on from a dispute between the investment manager, Invesco Perpetual, and the board. Peter Hewitt, shareholder and manager of the F&C Managed Portfolio Trust range, and Emma Agyemang, personal finance writer at Investors Chronicle, talk through the episode, the final resolution, and what investors should do when corporate spats affect an investment trust's share price. Peter also discusses how he goes about building his portfolio of investment trusts, what he looks for in a fund, how he reacts to share price premiums and discounts, and why he chooses to solely use investment trusts over other collective investment funds.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.

IC editor John Hughman talks to Emma Powell and Julia Faurschou about banks and tobacco, two of the biggest components of this year's Income Majors feature.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.

Main market-listed Berkeley Energia (BKY) is building a uranium mine in Western Spain. Permits and funding have been secured, and many market watchers believing prices can only go up. But not everyone is happy with the development. For this episode of the IC's Extraction Podcast, resources writer Alex Newman talks to Berkeley CEO Paul Atherley about the group's aversion to debt, the uranium market, nuclear energy and local opposition.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 Emma Agyemang explains why it is important to take the correct amount of risk and how to work out what level isappropriate for you. Tamsin Hazell, chartered financial planner at Succession Wealth, sets out the steps you need to take for retirement planning in your 50s. And Emma looks at what funds Schroder UK Growth Fund's former manager will take on next.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 Harriet Russell about the latest twists in the surprisingly exciting tale of grocery retailing, while Megan Boxall introduces her new seven-step approach for de-risking biotech 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.

Deputy personal finance editor Taha Lokhandwala is joined by Sam Handfield Jones, head of cash at Octopus Investments, Sophie Kilvert, private client manager at Seven Investment Management and James Norrington, specialist writer at the IC, to discuss the best ways investors can get more out of their cash by making small and active changes, along with looking at the pros and cons of cash fund alternatives.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 Taha Lokhandwala and Patrick Connolly, chartered financial planner at Chase de Vere, explain why Asian equities look attractive at the moment and suggest good ways to access them. Emma Agyemang explains why a proposed merger between Dunedin Smaller Companies Investment Trust and Standard Life UK Smaller Companies Trust would benefit their shareholders. And Patrick sets out some planning strategies to help mitigate inheritance tax.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 IC editor John Hughman talks to Megan Boxall and Harriet Clarfelt about what makes a good Aim IPO, and why sport and investing have not always proved happy bedfellows.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 is joined by Darius McDermott, managing director at Chelsea Financial Services, to discuss what impact the increase in trade tensions between the US and China could have on investors' portfolios. Plus how absolute return funds could help mitigate downside in your portfolio and why spending more money in retirement could be something to consider.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 IC editor John Hughman asks Algy Hall whether the good times are well and truly over for UK housebuilders, and speaks to James Norrington about why the active vs passive funds debate is a red herring 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.

In this week's show Tim Crockford, manager of Hermes Impact Opportunities Equity Fund, explains what impact investing is and how he implements the strategy in his fund. The IC team also look at how certain trading strategies can boost the returns you get from passive funds, and which areas of the bond market still offer value.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.

 IC editor John Hughman talks to Alex Newman about why private investors need to think more like hedge fund managers, while companies editor Mark Robinson gives the lowdown on a turbulent week at Rolls-RoyceInvestors' 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.

Leonora Walters interviews fund manager Joe Bauernfreund of Asset Value Investors on how he seeks value for the British Empire Investment TrustInvestors' 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, deputy personal finance editor Taha Lokhandwala considers whether sentiment on some UK stocks is too negative and could therefore offer hidden value opportunities. Adrian Lowcock, investment director at Architas, explains how asset allocation can play an important part in boosting investment returns. He also analyses the current macro-economic background and suggests which asset classes could be set to do well.And the two pore over the attributes of a new fund that invests in alternative assets and is targeting a yield of 5 per cent. 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.

IC editor John Hughman talks to Harriet Clarfelt about double-or-nothing small cap shares, while Emma Powell explains the challenges facing the UK's big banks.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 the nine months since Jim Johnson became chief executive officer of Hunting, shares in the oil services group have doubled. Rocketing oil prices and a booming US market have of course helped, but is growth assured even if WTI crude drops back down to $60 a barrel? For this episode of the Investors Chronicle's Extraction Podcast, Mr Johnson speaks with resources writer Alex Newman about North American shale, the long-term health of the oil industry, and Hunting's return to the dividend list.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 Ben Gutteridge, head of fund research at Brewin Dolphin, joins the IC team to discuss the growth and value opportunities on offer in Japan. He also considers whether recent political and market turmoil in Europe means this is a no go zone for investors. And they highlight some ways to give your children or grandchildren a financial head start in life.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 IC editor John Hughman discusses yet another retail calamity with Harriet Russell, and Julia Faurschou gives us the lowdown on the best prospects for the UKs gambling 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.

Impairments as a proportion of revenue are rising at motor finance group S&U (SUS) and yet, the share price has stormed upwards since the start of 2018. In this episode of Boardroom Talk, Emma Powell grills chief executive Anthony Coombs on the impairments and whether they are more of a concern than investors seem to think. 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 he put together the latest version of the IC Top 50 ETFs, what the list aims to do and how he selected the funds. Sophie Kilvert, private client manager at Seven Investment Management, considers the merits of passive investing and what effect a fall in inflation could have. And they debate the merits of investing in mainland China. 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 IC editor John Hughman asks Harriet Russell whether M&S could be about to turn a corner, and speaks to Megan Boxall about the London market's video gaming renaissance.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.

Calum Bruce from the Ediston Real Estate Investment Trust joins the IC's Megan Boxall and Harriet Russell to discuss whether the future of retail is on the high street or in out-of-town shopping centres.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 Tim Stubbs, consultant at TS Investments, joins the IC team to consider the case for emerging markets equity income. They also look at the risks of having high financial exposure to your employer and why UK equities could be an opportunity despite hitting a new high.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 podcast IC editor John Hughman is joined by Harriett Russell to discuss how investors can protect themselves from audit failures, and speaks to investment trust columnist about John Baron about the strategies and themes behind his portfolios.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.

GlaxoSmithKline (GSK) is a company that divides opinion and therefore an ideal candidate for the IC's Bull vs Bear series. In this episode, Simon Gergel from the Merchants Trust argues the bull case against the ICs pharma specialist (and GSK sceptic), Megan Boxall.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 Nicholas Wall, manager of Old Mutual Global Strategic Bond Fund, explains how central bank policy is affecting bonds and highlights the areas of fixed income which offer the best opportunities. The IC team also look at why if you want top performance, you have to pay the 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.

In the wake of the US withdrawal from the Iran nuclear deal, IC editor John Hughman talks to Alex Newman about the state of the oil market, and why investors need to be selective despite the rising price of barrels. Apologies for the sound quality on this episode. We've had a few technical issues this week as the team explain.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 special edition podcast, sectors editor and retail reporter Harriet Russell takes a trip to the Shoe Zone store in Gallion's Reach, East London, with chief executive Nick Davis and chief financial officer Jonathan Fearn to discuss the company's strategy amid a challenging retail 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.

On this week's show Alex Brandreth, deputy chief investment officer at Brown Shipley,  explains why bonds are in a more difficult environment and what the best way to get exposure to them is. He and the IC team look at why European equities could be about to do better, and what Nigel Thomas's retirement means for AXA Framlington UK Select Opportunities 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.

IC editor John Hughman is joined by Harriet Russell and Megan Boxall to discuss whether Sainsbury's swoop on Asda will leave shareholders in the money, and why a wave of M&A could also be about to hit the global pharmaceutical industry.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.

Walter Price, portfolio manager of Allianz Technology Trust, has 30 years of investment experience in the global tech sector. In this special podcast, he tells us where he thinks there are big opportunities for investors in the coming years and warns us of the companies that could begin to struggle.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 the team look at why Invesco Perpetual has resigned as manager of Invesco Perpetual Enhanced Income. They also look at how Scottish Oriental Smaller Companies Trust is doing, after years of manager changes seem to have come to an end. And Adrian Ash, director of research at BullionVault, explains how to use and access gold. 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.

IC editor John Hughman is joined by Mark Robinson and Harriet Clarfelt to round up part 2 of the Aim 100 review – including some exciting opportunities in video gaming – and the pick of this week's news.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.

Western countries are becoming increasingly conscious about their use of sugar. Poor health statistics and, in Britain, the recent sugar tax on soft drinks, are causing food and drink manufacturers to cut back. This has provided a market opportunity for makers of alternative, natural sweeteners, such as Pure Circle. In this episode of Boardroom Talk, Julia Faurschou talks to the group's chief executive, Magomet Malsagov, about the group's growth plans.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 Jason Broomer, head of investment at Square Mile Investment Consulting & Research, explains why funds have difference shares classes and holding the wrong one could have a serious impact on your 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.

IC editor John Hughman is joined by Alex Newman and Harriet Clarfelt to discuss their picks of this year's mammoth Aim 100 featureInvestors' 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 has happened to Zimbabwe since November's coup? And is life any easier for Aim-listed gold miner Caledonia Mining (CMCL)? For this episode of the IC's extraction podcast, Alex Newman speaks with chief executive Steve Curtis.Recorded by Megan Boxall.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.

James Robson and Pietro Nicholls, managers of RM Secured Direct Lending, explain the investment attractions of small to medium sized enterprise debt. The IC team also looks at how the Financial Conduct Authority plans to help investors determine whether funds are good value for money, and how Impax Environmental Markets has been deploying its assets.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.