Investors' Chronicle

They are meant to help us transition to a greener economy but carbon offsets, and the markets where they are traded, are fraught with controversy.The quality of carbon credits is under scrutiny, as is their use by companies, which may purchase them in lieu of real action towards net zero. Consultancy McKinsey estimates that this space will be worth as much as $50bn by 2030.Used judiciously, carbon offsetting can channel funds towards activities that help prevent or remove CO2 emissions from the atmosphere. Used cynically, the practice risks becoming a sophisticated form of greenwashing. Which way is this market heading? We have some answers. Listen to Silvia Pavoni, your host, as she talks to Marie Kemplay, one of her colleagues who has recently written about the controversy surrounding carbon markets. You’ll also hear from Gilles Dufrasne at Carbon Market Watch, an expert in this field with some strong views.-Links:Marie’s article on the voluntary carbon markets: https://www.sustainableviews.com/building-up-the-voluntary-carbon-markets/Another interesting article on carbon offsets: https://www.sustainableviews.com/environmental-law-ngo-calls-for-ban-on-carbon-offsets-marketing/And, for the geekiest among you, here is a report on how to evaluate carbon market products in financial accounting: https://www.sustainableviews.com/iasb-should-look-at-carbon-markets-says-study/For more of our Sustainable Views content, register here for a free trial: https://www.sustainableviews.com/sv/request-free-trialInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's episode of the Companies and Markets show, pubs is first up on the agenda following mixed trading updates from Fuller, Smith & Turner, Marstons and JD Wetherspoons. Then it's onto our big read this week, with Hermione Taylor talking us through quantitative tightening (QT) effects and what it means for investors. You can read her write up here: The return to normality.Finally, Arthur Sants, the IC's tech expert, joins the pod for a discussion of the jobs cull big tech companies have embarked upon - what should investors take away from this? Arthur also walks us through the latest news in the artificial intelligence (AI) industry, following Microsoft's $10bn investment into OpenAI.Dan Jones hosts Mark Robinson, Julian Hofmann, Alex Newman, Hermione Taylor and Arthur Sants.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Michael Fahy is drafted in to discuss two areas of interest. First up is big builders - infrastructure projects should keep companies such as Barratt, Balfour Beatty and Costain busy even in a recession. Second for Michael is a discussion of Qinetiq, a defence stock that looks relatively good value. James Norrington is also welcomed to the pod to talk through his long-read this week: Finding dividend stars.Dan Jones hosts James Norrington and Michael Fahy.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 episode of the Companies and Markets show, Direct Line is under the spotlight after a stormy December (both literally and figuratively). Then it's on to platform proactivity; is Fidelity right to have stopped investors from buying Jupiter UK Mid Cap on its platform? And will we see more of this as the FCA's new 'consumer duty' comes into force this summer?Finally it's a discussion of the Chinese market, with companies such as Dell and HP potentially looking to move production away. How much is this about supply chains, how much is this about US pressure? All this and more!Dan Jones hosts Julian Hofmann, Mark Robinson, Val Cipriani and 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.

On the first episode of 2023, Dan Jones and co return to first discuss the surprisingly positive outlook for UK retail, with a focus on the likes of Next and Greggs. Then Alex Newman is on hand to break down the methodology behind our big feature this week: Ideas of the Year 2023.And finally, Julian Hofmann discusses quantitative tightening in Europe and the UK, and asks what are the implications for banks? Dan Jones hosts Alex Newman, Julian Hofmann, Mark Robinson and Jemma Slingo.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, the final episode of the Companies and Markets show for 2022, we begin with a special AI edition of the show - can a chatbot write a more compelling podcast script than our IC staff? The main bulk of the pod begins with Christopher Akers on the show for our final result of the week: Currys. Then Alex Newman returns to preview his review of 2022's ideas as suggested by our IC writers - did we beat the market? Finally, Jennifer Johnson joins the pod to discuss the investment opportunities afforded by illness, as a cold and flu bug grips the nation this Christmas. Dan Jones host Alex Newman, Christopher Akers, and Jennifer Johnson.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 environmental impact of certain materials to the huge waste problems caused by discarded clothing, the fashion industry is problematic. Even more so if social factors are taken into account – after construction, fashion is the world’s second biggest driver of modern slavery, according ot the Global Slavery Index. Women represent over three quarters of people involved in abuses.Yet sustainability claims are increasingly popular with fashion brands. In this episode, Silvia talks to author and campaigner Orsola de Castro, the co-founder of Fashion Revolution and one of the best-known voices calling for greater accountability in this space. Orsola argues that clothing labels should provide environmental and social impact information to consumers. She discusses upcycling, greenwashing and our favourite subject – regulation.-Links to Sustainable Views’ coverage of the fashion industry: https://www.sustainableviews.com/is-cmas-fashion-greenwashing-probe-start-of-a-wider-clampdown/https://www.sustainableviews.com/norway-declares-leading-sustainability-index-unusable-on-consumer-labels/https://www.sustainableviews.com/new-yorks-catch-all-fashion-act-aims-to-enforce-global-change/Here is Fashion Revolution’s ‘Good Clothes, Fair Pay’ campaign:https://www.fashionrevolution.org/good-clothes-fair-pay/#:~:text=Good%20Clothes%20Fair%20Pay%20is,workers%20are%20paid%20living%20wages.And here is the link to Orsola’s book, Loved Clothes Last:https://uk.bookshop.org/books/loved-clothes-last-how-the-joy-of-rewearing-and-repairing-your-clothes-can-be-a-revolutionary-act/9780241461150Investors' 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 war in Ukraine, inflation and slowing global growth have sparked uncertainty over the global economy. More than ever, investors will need to understand the drivers that will influence markets over the coming year. Listen to this podcast with John Mullins, PIMCO product strategist, to gain insight on the outlook for 2023 and how to approach specific asset classes.This content was paid for by <PIMCO> and produced in partnership with the Financial Times Commercial department.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 episode of the Companies and Markets show, Paragon and Moonpig are under the spotlight, the former for a surprisingly positive set of results and the latter for a less rosy Christmas outlook. Also on the docket, a look at this week's long magazine feature: Should you buy a property now? There are pro's and con's to weigh up on both sides of the argument...Dan Jones hosts Alex Newman and Julian Hofmann.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.

Dan Jones is back talking to our very own Simon Thompson, the IC's small cap expert. Simon chats through how his Bargain Shares portfolio has fared in a difficult year for markets, what investors should be mindful of in the current environment, the outlook for the year ahead, and much more! -Simon Thompson's latest book Successful Stock Picking Strategies and his previous book Stock Picking for Profit can be purchased online at www.ypdbooks.com at £16.95 each plus £3.95 postage and packaging. Details of the content can be viewed on www.ypdbooks.com.Promotion: Subject to stock availability, both books can be purchased for £25 plus £5.75 postage and packaging.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.

Though most of us would understand what the term ‘financial health’ means, there isn’t quite an official definition. That’s a problem if we want policymakers to pay attention to this area. Ensuring we have enough money at the end of the month should be a concern not just for individuals, but for employers and financial regulators too. This is what Queen Mȧxima of the Netherlands has been campaigning for in her role as UN secretary-general’s special advocate for inclusive finance, or UNSGSA.In this episode, you’ll hear the Queen’s views on financial health and why it matters to everyone, across all countries – not just developing ones. Then, Silvia speaks to Pia Roman Tayag, the director of the UNSGSA office about where the concept of financial health fits in their longer-standing work on financial inclusion.-Links:Here is the link to the FT’s Financial Literacy and Inclusion Campaign, FT FLIC: https://ftflic.comHere are the links to Silvia’s interviews with Queen Máxima, from 2021: https://www.youtube.com/watch?v=9MZWR6ep5IQ And 2020: https://www.youtube.com/watch?v=L56k2BlbBRUTo follow Queen Máxima’s financial inclusion work on social media, you can find UNSGSA on LinkedIn, Twitter and Instagram. 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 latest episode of the Companies and Markets show! First up this week, James Norrington asks whether a different risk modelling approach can improve upon the 60/40 portfolio (and you read his feature on the matter here). Next up is an interrogation of the slightly more positive markets - is the rally convincing?And finally, food and ingredient producers Treatt, Cranswick, and Devro are under the microscrope. Dan Jones is joined by Alex Newman, James Norrington, and Mark Robinson.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.

There are a number of serious challenges facing the UK economy – rising energy costs, the cost of living crisis, rising interest rates and mortgage costs and supply chain issues to name a few. However, while they may not be showing signs of abating, a number of factors are becoming ‘less bad’ or at least not getting worse. Also, the UK stock market is different to the UK economy, particularly when investing at the larger end of the market capitalisation scale, where the economic exposure is more global. Given this dichotomy, could the UK market be an interesting (if challenging) place to invest with a long-term view? To see the full podcast series visit https://www.merchantstrust.co.uk/en-gb/videos-podcasts-and-readingInvestors' 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.

Dan Jones is joined by Evenlode Investment Management's Ben Peters and Chris Elliott. In a wide-ranging discussion, they talk through a difficult year for markets, which companies are best set up to counter inflationary pressures, the appeal of Microsoft over other big tech, Evenlode's long-term investment strategy, and more.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Burberry is our result of the week following it's Q3 report showing demand has remained resilient for wallet-busting handbags and watches. Will it remain recession resilient..?Then we dive into this week's special IC feature on quality US shares. After this year’s market correction, does the US now offer better value? We break down some of the talking points. And finally, with the New York listed Manchester United potentially up for sale, we ask whether football clubs make a good investment. Dan Jones is joined by Alex Newman and Mark Robinson.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.

London mayor Sadiq Khan wants more power and financing for cities so they can deal with and find solutions to climate change. Cities, after all, are responsible for over two thirds of emissions and local administrations, says Khan, are seen as the “doers”, while national governments are the “delayers”.He thinks that mayors should be part of the UN climate conference negotiations. In fact, COP27, which is wrapping up in Sharm el-Sheikh this week, will be the last without cities at the table, he says.Does he have a point? Hear what Khan told Sustainable Views and what our correspondent Philippa Nuttall makes of his green leadership for London as she talks to Silvia Pavoni, your host.-Read Philippa’s article on why cities struggle to go carbon neutral:https://www.sustainableviews.com/why-cities-are-struggling-to-go-carbon-neutral/Find out more about Sustainable Views, here:https://www.sustainableviews.comAnd request a free trial to access all our content, here:https://survey.ft.com/jfe/form/SV_9RGu5ktcIREwMLA?_sp=3bd6bfcc-af1c-4833-b73e-3f4913d4dab7.1668705958866Investors' 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.

Dan Jones welcomes Jemma Slingo and Arthur Sants to this weeks episode of the companies and markets show!First up is a discussion of potential reversal of shipping lines' fortunes, and the opportunities therein. Then it's BT under the spotlight off the back of the bad reaction to last week's results. And finally, how are transport companies affected by train strikes? All that and more...-This podcast is sponsored by TILLIT. TILLIT is the investment platform for investors who want to make better investment decisions. Invest in a curated selection of funds, investment trusts and ETFs and get expert insights on each and every one.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Ahead of this year’s UN climate conference, discussions over the responsibility of the world’s richest countries towards developing economies have intensified. Emerging markets’ contribution to climate change is miniscule, but they are disproportionately hurt by its effects. Think of the catastrophic droughts, floods and hurricanes directly linked to man-made climate change that have crashed infrastructure and cost lives and livelihoods across developing countries.With COP27 being hosted by Egypt, and African governments increasingly pushing back against requests to keep fossil fuels in the ground (as this would slow economic growth), will there be new solutions on the negotiation table? Will this be the Africa COP?Silvia chats to James King, one of our correspondents who has recently written about Africa, and to Gillian Marcelle, a development finance expert with sanguine views on the urgency of the issue - and on how to fix it.-You can read James’s deep-dive here: https://www.sustainableviews.com/african-governments-push-to-close-the-climate-funding-gap/This is Gillian’s opinion piece on sustainable finance: https://www.sustainableviews.com/sustainable-investment-is-a-first-world-option/Here are the views of the Net-Zero Asset Owner Alliance chair Guenther Thallinger: https://www.sustainableviews.com/blended-finance-has-its-time-come/Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Dan Jones welcomes Jennifer Johnson to talk GlaxoSmithKline (GSK) - they've made a good start to life post Haleon split, but are they a one-trick pony at the moment?Then Mark Robinson dives back into the Aim 100, with two more interesting stocks from our special review of the top 100 companies in Aim (by market capitalisation).And finally, Val Cipriani makes her podcast debut with a look at private equity trusts.Dan Jones hosts Jennifer Johnson, Val Cipriani and Mark Robinson.-This podcast is sponsored by TILLIT. TILLIT is the investment platform for investors who want to make better investment decisions. Invest in a curated selection of funds, investment trusts and ETFs and get expert insights on each and every one.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

The current political and financial climate has made fixed income markets volatile and uncertain around the world. However, taking an active approach may help build resilience to potential headwinds while gaining greater exposure to the opportunities that arise.Listen to this podcast to gain insight from Gordon Harding, PIMCO fixed-income strategist on the current climate and what to potentially expect in 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.

Silvia and Alison Taylor of NYU Stern School of Business look into the language of sustainability and find it still has a pretty loose grammar and highly convoluted syntax. Most native speakers do not even agree on a common interpretation of environmental, social and governance factors. The good news is: more of us are trying to learn this language. And Alison shares a few tips on how she teaches it too.  In the show, Alison mentions a piece she’s written for Sustainable Views. You can find it here https://www.sustainableviews.com/incentivising-esg-what-does-it-really-take/To read more of our articles on ESG policy and regulation, you can register for a free trial here https://survey.ft.com/jfe/form/SV_9RGu5ktcIREwMLAInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the Companies and Markets show, Dan Jones, Julian Hofmann, and Alex Hamer review three interesting stocks from our special feature this week: Aim 100 2022: Part 1.But that's not all - Alex Hamer sticks around for a chat about the Lithium industry, which has been boosted by US Inflation Reduction Act spending beginning to filter through to companies.And finally there is a brief chat through Google's warning on digital advertisement spend, at a time when all the traditional ad agencies are still doing very well in terms of demand.Dan Jones hosts Julian Hofmann, Mark Robinson and Alex Hamer.-This podcast is sponsored by TILLIT. TILLIT is the investment platform for investors who want to make better investment decisions. Invest in a curated selection of funds, investment trusts and ETFs and get expert insights on each and every one. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Confused about sustainability? You’re not alone. Environmental, social and governance factors, or ESG, are increasingly a headache for business, finance and world leaders alike. Now even policymakers are creating rules to govern this space. It’s hard to keep up and make sense of it all. So let us help you by sharing some of the most interesting views shaping this space. Join your host, Silvia Pavoni, as she talks to the people living and breathing sustainability – and a few critics too. (We can’t promise this will be a completely jargon-free space, but we shall try!)Want to talk to us directly? Email [email protected]. Want to find out more about Sustainable Views? Visit www.sustainableviews.comSustainable Views is an intelligence service by the Financial Times Group.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 episode of the Companies and Markets show, Julian Hofmann is on hand to break down US banks reporting - who did well, who did badly, and what were the share price moves?Then Michael Fahy joins the pod to discuss his long-read on the future of defence - how soon until AI robots roam the battlefields? (Spoiler, probably not imminently). Finally, properties writer Mitchell Labiak talks us through Bellway's results and has an outlook on the future of the housing market. Oh and Liz Truss resigned half-way through our recording, so see if you can spot that!Dan Jones hosts Julian Hofmann, Michael Fahy and Mitchell Labiak.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.

Dan Jones sits down with Abrdn Asset Management Asia chairman Hugh Young for a wide-ranging discussion, including whether the strength in the dollar is negatively affecting the business case for emerging markets, whether China is investible at the moment, and whether this current inflationary period is comparable to previous points in emerging markets history.Hugh Young is the Managing Director of Aberdeen Standard Investments, Asia. He was formerly a main board director and Head of Investments for Aberdeen Asset Management (before its merger with Standard Life plc). Hugh joined Aberdeen in 1985 to manage Asian equities from London, before founding the Singapore-based Aberdeen Asia in 1992 and since then he has built the company into one of the largest and most well-respected managers of such assets globally. 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 episode of the companies and markets show, we start with our result of the week: pollster YouGov. Then it's over to Arthur Sants for a look through his long-read this week: Picking software winners. Valuations of software businesses have contracted significantly in the past year, but the sector still has plenty to offer investors, both in the US and the UK. And finally, is Elon Musk's Twitter takeover back on? It seems that way, and our panel are here to break down the implications of the deal. Dan Jones hosts Arthur Sants, Julian Hofmann and Mark Robinson. 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 episode of the companies and markets show, our result of the week this time around is Tesco - can the grocer keep customers from turning to more discounted options? Then we dive into our long-read this week: Coca-Cola - a lesson in share analysis. Alex Newman takes us through the bull and bear case for the company. Finally Mark Robinson discusses how investors should be thinking about rising rates - who might be most badly affected and who might benefit? Dan Jones hosts Alex Newman, Julian Hofmann, and Mark RobinsonInvestors' 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 mini-Budget to an emergency intervention by the Bank of England, the bond market has seen more than its fair share of shocks in the last two weeks. Noelle Cazalis, fund manager on a number of portfolios including the popular Rathbone Ethical Bond fund (GB00B77DQT14), discusses the challenges facing fixed income investors and whether any bargains have emerged.This podcast was recorded on 29 September, after the Bank of England had announced its intervention but before the government backed down on some of its tax cut plans. Bond markets have rallied somewhat since then.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 week has passed since chancellor Kwasi Kwarteng's "mini"-Budget that so effectively threw markets into a tailspin. It leaves Dan Jones asking questions such as 'what?', 'why?', and 'eh?', and our economics expert Hermione Taylor attempting to make sense of it all, which she does with great aplomb in the first part of this weeks episode.Following this, properties writer Mitchell Labiak returns to the podcast to talk through his long read this week: Being good at buy-to-let.And then our result of the week gets a look in, with Saga this time under the spotlight.Dan Jones hosts Mark Robinson, Julian Hofmann, Mitchell Labiak, and Hermione Taylor.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.

First up on this episode of the Companies and Markets show is Kingfisher under the spotlight, with Dan Jones welcoming Christopher Akers to the pod. Then it's onto economic moats - what makes an economic moat and in which sector can you find the best one? It comes off the back of Alex Newman's article discussing the research of fund manager and analyst Michael Mauboussin (who we spoke to for an IC Interview podcast in June 2020).And finally Arthur Sants breaks down Netflix's attempted pivot towards profitability and the introduction of a cheaper subscription which will include advertisements. 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 deputy editor Dan Jones is joined on this episode by Dan McCrum, part of the Financial Times investigations team and author of Money Men, the story of the Wirecard scandal he helped uncover (now adapted as the Netflix documentary Skandal). Dan began investigating Wirecard following contact with a whistleblower in 2015, uncovering evidence of widespread fraud, and finally saw the company declare insolvency in 2020. In this podcast he discusses the process of discovery, fighting accusations of market manipulation, why the warning signs were missed, and much more.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, the team discuss a reality check for hydrogen hope ITM Power (ITM), whose annual results sparked a steep sell-off in the company’s shares on Wednesday.Economics writer Hermione Taylor then outlines the debate over ‘Trussonomics’, looking at government policies and their potential impact on the UK economy, sterling, and the gilt market.Last but not least, Jennifer Johnson runs the rule over latest figures from Advanced Medical Solutions (AMS) and Abcam (ABC), as well as the latter’s plans to delist from Aim.Dan Jones hosts Julian Hofmann, Hermione Taylor, Jennifer Johnson and 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.

On this week's Companies and Markets Show associate editor and guests delve into recent results from fund manager Ashmore and what they could signify about the wider emerging markets picture. The team also discuss a raft of mid cap oil & gas results, the follow up to our recent exclusive on Hargreaves Lansdown offering certain clients preferential fees and then Dave Baxter and Alex take a closer look at this week's cover feature, our Top 50 Funds for 2002. Guests are Mark Robinson, Julian Hofmann and Dave Baxter. 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.

Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology sector need to be more discerning around which areas might struggle, and which could benefit? To see the full podcast series visit https://www.allianztechnologytrust.com/en-gb/videos-podcasts-and-reading.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, shipping company Braemar is under the spotlight as our result of the week, and with transactions on the rise as Covid-19 effects start to dissipate investors are starting to be bullish.Then it's over to our long-read, as Alex Hamer joins the pod to discuss his feature Shell and BP: time for a rethink.And finally the panel analyse what is driving the weakness in the price of Sterling, and ask which companies are the beneficiaries/losers...Dan Jones hosts Alex Newman, Alex Hamer, Mark Robinson and Michael Fahy.Timestamps:00:00 - Intro00:28 - News roundup03:00 - Result of the week: Braemar (and shipping)12:14 - Shell and BP: time for a rethink24:04 - Sterling's weaknessInvestors' 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.

Anthony Cross, co-manager of the popular Liontrust Special Situations fund, talks to Dave Baxter about the good and bad news coming out of his portfolio in this IC Interviews episode. This broad discussion covers the prospects of a variety of stocks and sectors, from challenges at Hargreaves Lansdown to the effect of recession worries on recruiters and property names, as well as an assessment of the slimmed-down GSK and a look at how rampant M&A activity has affected the fund.Timestamps:00:00 - Intro01:12 - Areas of resilience and areas of concern04:38 - PageGroup and economic forecasting07:34 - Holding investment platforms09:56 - Hargreaves Lansdown13:35 - Not owning 'neo-brokers'14:44 - GSK (and Haleon)18:32 - M&A/corporate activity21:17 - Opportunity set in 202224:00 - Does the size of the fund effect cash deployment?26:27 - Moving into the investment trust space27:34 - Exposure to BP and ShellInvestors' 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 a bumper episode of the Companies and Markets show Dan Jones hosts first a discussion of online versus in-person retailers, leading into Cineworld's bankruptcy struggles. Then oil services Hunting and Wood Group are in the spotlight (for different reasons), as is Anglo Pacific. Jennifer Johnson then joins the pod for the first time to look through her piece on Blockbuster drugs; which pharma companies still have these billion-dollar assets in the pipeline?And finally funds editor Dave Baxter joins the pod to discuss his scoop on Hargreaves Lansdown's secret offer to one customer who was seeking to up sticks.Dan Jones hosts Mark Robinson, Julian Hofmann, Alex Newman, Jennifer Johnson and Dave Baxter.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 episode of the Companies and Markets show, the Dan Jones and co discuss the gambling sector after a raft of recent updates from the likes of 888, Entain and Flutter. Then it's Balfour Beatty's turn in the spotlight with the group’s UK construction arm returning to profitability after a difficult pandemic. Finally, Alex Newman talks through his long read this week: Navigating the storm. It's a piece which discusses how equities are still the best place for your money based on the historical evidence, particularly in tougher times. Dan Jones hosts Mark Robinson, Julian Hofmann, and 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.

IC columnist and day trader Michael Taylor sits down with Dan Jones in this episode of the IC Interviews podcast. In a wide ranging discussion, Michael discusses the current state of the market and his personal methodology, including why he never averages down, his preferred way to manage risk, and finding hot 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 episode of the Companies and Markets show, we review results season and ask where the canaries in the coalmine have been, and consequently who has to look out for the second half of the year. This chat covers PageGroup, WPP, Rotork and more.Then, Jemma Slingo is on hand to discuss her long-read this week: Electrification's hidden winners. She takes a deep dive into an unheralded range of companies could be set to benefit from the electric revolution (and no, they're not all electric car makers).Dan Jones hosts Jemma Slingo, Mark Robinson and Julian Hofmann.Timestamps:00:00 - Intro01:09 - News roundup03:16 - Companies to keep an eye on in H212:57 - Electrifications hidden winnersInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Dan Jones hosts Alex Newman, Mark Robinson and Michael Fahy to discuss two potential turnaround stocks in Pearson and Rolls-Royce, as well as a discussion of the UK audit market off the back of Michael's long read: Spotting the warning signs.Timestamps:00:00 - Intro01:08 - News roundup03:30 - Result of the week (1): Pearson13:13 - The UK audit market27:30 - Result of the week (2): 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.

On this week's episode, Dan Jones welcomes Mark Robinson to the studio to discuss some of the companies best placed to cope with inflation. Their discussion starts with Unilever - a company with a stable of household names, that has consequently been able to pass on price increases to consumers in the past.Julian Hofmann then joins the pod to expand the conversation to include Reckitt Benckiser and Diageo as other potential inflation-proof companies, and look into a wider methodology of inflation-proofing your portfolio. Finally, the panel discuss recent results from banker's Lloyds and Barclays - is there any life left in these traditional high-street establishments?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.

It’s not been an easy year for environmentally focused funds, as the market rotation into value-focused equities has delivered a body blow to the share prices of the many innovative growth companies seeking solutions to global environmental problems. Our guest on this week’s pod is Jon Forster, co-manager of the Impax Environmental Markets investment trust. IEM is the largest in the closed-ended sector at more than £1.3 billion AUM; it soft-closed to new investors in 2020. Forster talks to Faith Glasgow about how the environmental market universe has changed over the past 20 years since IEM launched, the macro challenges of the past few months and how the managers have used that market volatility, and the key opportunities emerging within this rapidly evolving investment arena. 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 economy is the driver of much of the world’s growth. Is it on the ropes as inflation soars and interest rates are hiked, as is being suggested by many commentators? Or are investors selectively ignoring some more favourable signals? Plus, what is the wider global context, particularly diving below the macro-economic factors to the fortunes of individual 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 episode, Alex Hamer returns to the podcast to assess BHP and Rio Tinto's more recent fortunes - are we reaching a turning point of their success?Then, the IC's economics writer Hermione Taylor makes her debut to ask whether we should be comparing our current era with the 1970s and 1990s, which has been a popular refrain among observers. Finally, the panel discuss the reluctance from some companies to list in the UK, particularly off the back of Cambridge biotech company Abcam to abandon it's London listing for the Nasdaq.Dan Jones hosts Julian Hofmann, Alex Hamer and Hermione Taylor.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, we get the breakdown on GSK spinoff Haleon which is set to list next week.Then Arthur Sants takes a fascinating dive into the business of psychedelic drugs, and whether they can be the future of depression and anxiety treatment.Finally, the panel look into the potential European gas crisis, with the threat of Russian pipelines being turned off hanging over the continent.Dan Jones host Alex Newman, Alex Hamer, Mark Robinson and Arthur Sants.Timestamps:00:00 - Intro01:00 - News roundup02:49 - GSK spinoff Haleon listing previewed13:24 - Can psychedelics be the future of anxiety treatment?23:16 - A looming European gas crisis?Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's episode of the Companies and Markets show, recruiter Robert Walters is the result of the week; how long can they continue to ride the skills shortage? Then IC funds editor Dave Baxter joins the pod to talk through this week's cover feature: The Top 50 ETFs 2022.Finally, the panel discuss the dangers of investing in unlisted, illiquid assets, specifically looking at Jupiter Investment Trust's reliance on it's Chrysalis Investment Trust holding.Dan Jones hosts Mark Robinson, Alex Newman, Julian Hofmann and Dave Baxter.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, Arthur Sants examines whether payments app Wise can maintain its impressive growth rates, the team discusses ways to spot the best smaller company bosses, and Dave Baxter explores an increasingly neglected corner of the private investor landscape: share clubs.Dan Jones hosts Mark Robinson, Julian Hofmann, Arthur Sants and Dave BaxterInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Welcome to the wonderful world of cardboard boxes as we review packaging business DS Smith as our result of the week! Companies writer Jemma Slingo brings her insight here.Then Alex Newman talks through his long-read this week: 'Lessons from high-growth investors', before finally Madeleine Taylor joins the pod to break down Ocado's latest bout of fundraising and prospects for the future.Dan Jones hosts Alex Newman, Mark Robinson, Jemma Slingo and Madeleine Taylor.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.

To be a successful stock picker over a long period of time, not only do you have to be a scrupulous researcher, you also have to guard against powerful human emotions.In this podcast, famed value investor Guy Spier talks through how his investment process has developed over the past two and half decades and why he’s feeling more optimistic in the current market rout than he has in previous crises. In conversation with the IC’s Mary McDougall, he talks through his investment thesis in some key holdings, explains why he bought and sold Twitter and questions whether fear and concern over China has sparked more critical stories about the investment case, or if it reflects a genuine underlying reality. They discuss the benefits that can be gleaned from studying your heroes, the challenges and opportunities presented by feelings of envy and the extent to which fund management is an attractive way to live a life. Guy has managed Aquamarine Fund since 1997, achieving annualised returns of 9.5 per cent since its launch, compared with 8.1 per cent for the S&P 500 Index and 3.6 per cent for the FTSE 100 Index.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.