Investors' Chronicle

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.

We discuss Zuckerberg's Congressional Face-saving exercise, Tesco's return to form and to the dividend list and woes on the high street. 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 Andrew Lebus, lead manager of Pantheon International, explains the rewards and risks private equity. The IC team look at why Henderson High Income Trust's manager thinks UK income shares are under valued, and what effects a manager change at Templeton Emerging Markets Investment Trust will have.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 why the UK's banking giants are ready to take on the challengers, plus Mifid and the latest news on the 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.

In our latest episode of Bull vs Bear, we kick the tires of mining giant Rio Tinto, one of the largest companies in the FTSE 100 and one of the better performers in the index in 2016 and 2017. In the bear corner Liberum equity analyst Richard Knights, who points to the downside of the group's heavy reliance on iron ore earnings; IC resources writer and host Alex Newman speaks up for the long-term buy case.Podcast produced by Dominic Toms.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 Shaun Port, chief investment officer at Nutmeg, joins the team to set out some tips on how to pick a good low cost ETF. They also look at why LF Woodford Equity Income is not longer classified as an income fund and why an investment trust's sector is not necessarily an indication of its asset allocation.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 talks to Megan Boxall and James Norrington about whether the tech share sell-off could spell trouble for the wider market, and a potential wave of consolidation coming to the pharmaceutical industry. Plus the latest small-cap gems unearthed by Simon Thompson. 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.

Conviviality, Fulham Shore, Mothercare, Carpetright and Debenhams. The high street has not been short of profit warnings in the first few months of 2018. In this episode of IC Questions, Harriet Russell and Julia Faurschau join Megan Boxall to discuss why so many retailers have struggled this year and which might be in store for further pain.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 Colin Low, managing director of Kingsfleet Wealth, joins the team to explain how to make the most of the tax allowances available to you before the end of the tax year. They also look at why Diverse Income Trust has become more defensive and highlight some of the most robust UK equity income investment trusts. 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 Megan Boxall to discuss Facebook's troubles and what they mean for the broader tech sector, while Emma Powell explains why private investors are fuming at Aviva's capital restructuring 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.

Harriet Clarfelt speaks to Mark Whitehead, manager of the Martin Currie Securities Trust of Scotland, who thinks the historically poor income opportunities in the global tech space might be set for a change 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.

Annabel Brodie Smith, communications director at the Association of Investment Companies, explains how investment trusts can boost your portfolio. Taha Lokhandwala updates on Murray International and explains how to avoid a type of fund you wouldn't want to have in your 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 week's podcast digital editor Graeme Davies delves into the shenanigans at Conviviality with Harriet Russell, explores the future of the commodities sector with Alex Newman and reviews Simon Thompson's latest Bargain Shares successes. 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 oscillating currency markets, higher than expected inflation and central banks across the western world hawkish about interest rate rises, global stock markets are getting jumpy. For this edition of IC Questions, James Norrington interviews Erik Norland, senior economist at CME Group, on market volatility and what it could mean 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.

On this week's show Nick Greenwood, manager of Miton Global Opportunities (MIGO), says where he is finding value in the investment trust universe and highlights some of the ones he has recently added to his fund. The IC team, meanwhile, explain where to find value in emerging markets and how to mitigate the cut in the dividend tax allowance.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 and Mark Robinson about how a tsunami of new red tape for businesses is hitting the UK stock 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.

For the third episode in our Bull vs Bear series, we kick the investment tyres of oil and gas giant BP, one of the biggest dividend payers in the FTSE 100. In the bulls' corner is Simon Gergel, Allianz Global's chief investment officer for UK equities and fund manager of the Merchants Trust. Facing him is natural resources writer (and host) Alex Newman.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, Paras Anand, chief investment officer for equities in Europe at Fidelity International, joins the team to explain how the new variable fee structure they are applying to their funds works. They also highlight some funds to protect and boost your Isa's returns, and set out some tips on how to choose the best investment platform.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 talks to retail specialist Harriet Russell about why the sector's struggles could be good news for more fleet-of-foot retailers, plus the latest small-cap updates from Simon Thompson.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 Go-Ahead Group chief financial officer Patrick Butcher gives an update following the transport group's half-year results. He discusses how UK rail, including the notorious Southern Rail service, is progressing, what makes the UK transport market so challenging, and defends the investment case for the business despite its disappointing share price performance over the past year. 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 Ed Smith, head of asset allocation at Rathbones, explains why investors shouldn't dismiss the prospects for Chinese growth. The team also consider the wider outlook for emerging markets, and profile what could be a promising new source of growth and income. 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 talks to Megan Boxall about how the pharmaceutical industry is coping with the expiry of drug patents, while news editor Emma Powell rounds up the big news of the week, including a painful strategic review at the AA.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.

Mark Williams, manager of Liontrust Asia Income Fund, explains how to generate an attractive yield by investing in Asian equities. Personal finance writer Emma Agyemang highlights a good source of UK equity income, and profiles a new investment trust which will seek more unusual sources of US growth. 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 property correspondent Jonas Crosland about why real estate has proved so resilient, and with Alex Newman about the recent twists and turns in the extractive industries. Plus the latest updates from small cap guru Simon Thompson. 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 instalment of Bull vs Bear, the IC’s retail expert Harriet Russell and Peel Hunt tech analyst James Lockyer discuss the outlook for Ocado following the latest set of financial results and share placing. 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 Joe Parkin, head of iShares retail and wealth at BlackRock, joins the team to explain what an ETF is and how you can use it in your portfolio. They also consider whether infrastructure investment trusts are good value and look at why one fund manager argues that UK domestic income is best.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 discusses a wild week on the markets with Megan Boxall and Algy Hall, why the knives are out for big tech, and why Simon Thompson is unruffled by the return of volatility.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.

Ahead of Jerome Powell's appointment at chairman of the Fed this week, US bond yields have been steadily creeping up. For this edition of IC Questions, Chris Dillow and James Norrington look at the reasons behind the sell-off, what it means for equities and the broader market, and what is happening with inflation. Produced by Dominic Toms.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 Darius McDermott, managing director at Chelsea Financial Services, joins the team to consider whether the recent rebound in financial company shares means they are a good place to invest. Personal finance writer Emma Agyemang explains why Henderson Smaller Companies Investment Trust (HSL) has consistently out performed. And they highlight some UK equity income funds with good performance records.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 speaks to Megan Boxall about how to deal with short-selling raids, and Simon 'Indiana' Thompson about his continuing quest for the holy grail of stock market investing: Bargain Shares. 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.

Despite low costs, production worth $2bn a year at today's prices, and several development projects in train, Premier Oil trades at a steep discount to both its peers and net asset value. For this episode of the IC's Extraction Podcast, we speak to finance director Richard Rose about the oil firm's debt, recovery, and future.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.

Colin Low, managing director of Kingsfleet Wealth, joins the team to explains why defined benefit pensions are likely to be the best option in most cases despite recent high profile failures such as Carillion's schemes. They also assess the merits of multi-asset funds and consider as to whether markets could crash meaning you should protect your portfolio. 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 is joined by Mark Robinson and Emma Powell to discuss some of the highlights of our annual sector-by-sector review of the FTSE 350. After a slew of profit warnings this week, are we in for a bumpy 2018 on the markets?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 a new Investors Chronicle podcast series: Bull vs Bear. Following a disappointing Christmas update from high street bellwether Marks and Spencer, we put IC editor John Hughman and sectors editor Harriet Russell head to head to debate what the future looks like for the retail giant.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 personal finance show, Rory McPherson, head of investment strategy at Psigma Investment Management, joins the team to assess how the collapse of Carillion will affect investment funds. They also look at ways to mitigate exchange rate fluctuations, consider the merits of gold mining shares, and explain why giving to charity could cut your family's and friends' tax bills.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 the collapse of Carillion IC editor John Hughman asks Tom Dines what the future has in store for public sector outsourcing, and is also joined by Megan Boxall to assess the changing shape of the UK media industry and the latest from Simon Thompson.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.

From the biggest airshow in the Middle East to the secrets of ageing gracefully, Tarsus has an event for all. In this episode of Boardroom Talk we speak with Douglas Emslie, managing director of the £400m events group, about the opportunities for global expansion, challenges with running big events and plans for the next phase of growth.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 FundCalibre, joins the team to explain how to review your portfolio to get better investment returns. They also highlight some of the funds which are most recommended by investment platforms. 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 about retail's winners with Harriet Russell this Christmas, and runs through the good, the bad and the ugly of the IC's 2017 share picks with tips editor Algy Hall. Plus the latest small cap updates from Simon Thompson.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.

Phoenix is not your typical life insurer. It buys and manages closed life and pension funds, handling assets worth around £76bn. In this episode of Boardroom Talk, we speak with chief executive Clive Bannister about how the group keeps its cash generation flowing, its acquisition strategy and the impact of potential interest rate rises. 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 consider what equity markets might be good to invest at the moment, and highlight some of the best funds with which to exploit them. They are joined by Ben Yearsley, director at Shore Financial Planning, who also highlights some of the best non equity 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.

From bank margins to water firms' regulatory pressure, 5G spectrum to automation software, and $400,000 drugs to urban logistics, our companies writers cast their wide collective eye over the year ahead for stocks in 2018, in our last podcast of the year.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.