Investors' Chronicle

On this week's episode of the Companies and Markets Show, Deputy Companies Editor Julian Hofmann takes on the role of host in lieu of Dan Jones.Julian and co cover topics ranging from the US debt ceiling and M&S’s results, to all things self-invested personal pensions (Sipps).Will the US default on its debt for the first time in its history, or will they raise the debt ceiling again?Next up it’s M&S. How did the retailer keep customers shopping against the background of such a prevalent cost of living crunch? And what’s the latest on its partnership with Ocado? Is the grocery company past its prime?And finally, it’s on to The IC Guide to Pensions 2023. Our journalists run through the special report compiled by our expert personal finance team, which covers everything from strategies to boost your pension to the best assets to hold in your Sipp.Julian Hofmann is joined by Mark Robinson, Jemma Slingo and Val Cipriani.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 the Companies and Markets show, our team delve into the British Land results. What do they tell us and is there a valuation risk here? It’s then on to this week’s cover feature, on the ‘space economy’. The team discuss investment opportunities for UK investors wanting to get a piece of the action.LVMH’s decision to not split its shares has our economics expert questioning whether investments in a luxury company can be a status symbol. And what impact do stock splits have?Finally, the interim results of easyJet. Does the future look sunny for the budget airline?Dan Jones is joined by Mark Robinson, Julian Hofmann, Hermione Taylor 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.

The episode begins with an examination of the recent fall in Virgin Money’s profits. What drove it and what lies ahead for the bank?The team then go on to this week’s cover story on British stocks moving listings to the US. How big of a trend is it? And are companies right to see the US as the magical solution to boost their valuations?Finally, a trading update from JD Wetherspoons. Positive news from the pub company who had their busiest Saturday ever at the start of May. But what about cost of living pressures? Can consumers be relied upon to keep buying drinks though prices are rising?Dan Jones is joined by Julian Hofmann, Jemma Slingo 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.

In this week’s Companies and Markets show, the panel discuss specialist manufacturer Morgan Advanced Materials' results and digs into what drove revenues in 2022. The team then talk annual general meetings and unpick the obstacles that have arisen since conferences began to move online. Lastly is our latest cover story on the energy transition, discussing UK stock picks and giving listeners an insight into threats facing renewables investment trusts.Dan Jones is joined by Mark Robinson, Val Cipriani 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.

In today’s episode, the IC cohort talk tech, from Meta and Alphabet’s results to Microsoft’s run in with the CMA. It’s then on to AB Dynamics and their product development progress that could alter heavy vehicle transit. And last but not least, the latest figures from the London Stock Exchange are discussed. Dan Jones is joined by Arthur Sants, Michael Fahy, Mark Robinson 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.

In this week’s episode of the Companies and Markets Show, the team discusses WH Smith’s international expansion. Will it prove a wise move for growth? Discount widening across the investment trust sector follows, and the panel is then joined by ex-IC ideas editor, Algy Hall, who discusses all things stock screens and his newest book Four Ways to Beat the Market. Dan Jones hosts Julian Hofmann, Alex Newman, Dave Baxter and Algy Hall.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, Dan Jones is joined by Christopher Akers to review our result of the week: Tesco.Following in the retail vein, PZ Cussons is next under the microscope, with the manufacturer noting some margin pressures in Thursday's trading update. Finally, crystal balls out, it's our discussion of what the next big market story will be. Alex Newman is on hand to talk through his long read on the topic.Dan Jones hosts Alex Newman and Christopher Akers.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 episode of the Companies and Markets show, Dan Jones opens with a conversation with Mark Robinson on the meat-packing and seafood business Hilton Food Group.Then Jemma Slingo talks funeral provider Dignity, which despite a deal on the table is struggling with competition, debt and staff shortages.Lastly, the discussion moves on to unpack notable offers and takeovers announced in the past week, including real estate manager Blackstone’s deal for Industrials Reit, Glencore’s bid for Canadian miner Teck and the Rathbones-Investec Wealth merger.Dan Jones hosts Mark Robinson, Jemma Slingo 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.

On this week's episode, our result of the week is the British engineering business Smiths. Mark Robinson takes us through its latest results. And before leaving companies news, Christopher Akers is on hand to discuss Irn Bru maker AG Barr. Next up is IC economist Hermione Taylor on whether the hegemony of the dollar could come to an end. Could it be a digital currency that gives it the push? And finally, what are the Edinburgh Reforms and what do they mean for investors? That's what Christopher Akers explores in this week's long-read.Alex Newman hosts Hermione Taylor, Christopher Akers 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.

On this week's episode of the Companies and Markets podcast, pest control company Rentokil is our result of the week, its strong recent performance landing it on Alex Newman's stock screen radar.  Next up is the continued turmoil in the banking sector, with Credit Suisse under the microscope after its emergency rescue by UBS. And it's not the only bank under pressure... Julian Hofmann is on hand to help break it down. Finally, with the IC's Isa special edition out this week, FT consumer editor Claer Barrett joins the show to discuss her new book: 'What they don't teach you about money'. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Joel Greenblatt is managing director and co-chief investment officer at Gotham Asset Management, having co-founded Gotham in 1985. His written work includes the famous tome The Little Book That Beats the Market, published in 2005, which set out his ‘magic formula’ for private investors.In this interview, he speaks to Dan Jones about the relative cheapness of certain US shares, why he is still a fan of big tech, the origins of the magic formula and its usefulness for investors, and the prospects for the UK equity market.Timestamps:00:00 - Intro00:58 - Investment philosophy04:27 - Risk-free rate in 202306:00 - Are we in a 'normal' environment?13:40 - Knowing your 'circle of competence'17:06 - Value versus growth in the last decade20:40 - The magic formula27:03 - Cash flow versus EBIT 32:00 - The UK market36:23 - Company spin-offs39:35 - Conglomerates40:37 - OutroInvestors' 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 and co provide a full autopsy of the largest banking collapse since 2008, namely that of Silicon Valley Bank (SVB). What happened, where are we now, and what are the implications going forward?Then it's on to reaction to Jeremy Hunt's first Budget as chancellor, with IC economist Hermione Taylor on hand to help make sense of it all.Finally, Jennifer Johnson joins the pod to break down her long read this week: Pharma's pricing problem. Dan Jones hosts Alex Newman, Julian Hofmann, Hermione Taylor, Mark Robinson 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.

On this episode of the Companies and Markets Show, Dan Jones hosts a discussion on the fate of the London market. How can it hope to compete with a new age of US state subsidies? Next up is the Budget preview with IC economics expert Hermione Taylor. How can a "black hole" turn into a "windfall", according to chancellor Jeremy Hunt? And what will this mean in terms of announcements next week? Finally, Michael Fahy joins the pod to discuss his long read this week on buy-and-build M&A: M&A masters: the stocks successfully buying growth. Dan Jones hosts Alex Newman, Mark Robinson, Hermione Taylor 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.

Dave Baxter is joined by Stephen Yiu, lead manager of the popular but embattled Blue Whale Growth fund (GB00BD6PG787). They discuss recent shifts in the portfolio - from Yiu exiting many of the mega-cap US tech stocks to a newfound interest in the energy sector - and the thinking behind this. From Chatgpt to the metaverse, they also look at which technological advances might drive tomorrow's returns, and which might look less convincing.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 podcast today, ITV is our result of the week, with Jemma Slingo on hand to take us through the major talking points (including whether you can rewind ITVX now, as Dan Jones' pet hate). Next up it's a discussion of this week's long read: What to do with a lump sum. The author of that piece, Alex Newman, is here to break it down. Finally the panel discusses housebuilder Persimmon, following a big cut to its dividend.Timestamps: 00:00 - Intro01:16 - ITV12:02 - What to do with a lump sum23:16 - Persimmon/UK housebuildersInvestors' 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 hosts Chris Akers for a discussion of the hotel group's IHG and Whitbread following their latest results.Next up, what does a recession mean for semiconductor stocks? Arthur Sants discusses off the back of his long-read this week: Chip Wars.And finally, our panel has a brief discussion of takeover offers for UK companies - are the likes of Devro, Dignity, and Aveva being lowballed?Dan Jones hosts Mark Robinson, Chris Akers, and Arthur Sants.Timestamps00:00-00:55 - Introduction00:55-10:36 - IHG and Whitbread10:36-27:22 - Semiconductor wars27:22-30:35 - UK takeover offers30:35-end - OutroInvestors' 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.

Alex Newman stands in for Dan Jones on this week's episode of the Companies and Markets podcast. On the agenda, first up Julian Hofmann takes us through various results for big banks: Barclays, NatWest, and Standard Chartered. Then it's on to a discussion of the FTSE 100 - does breaking the 8000 point mark actually mean anything? Finally it's Mark Robinson on Glencore after the miner reports record profits. 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.

Supplying life-saving medical supplies by robotic flights in Africa is just the start. Zipline’s co-founder Keller Rinaudo Cliffton talks to Scottish Mortgage manager Tom Slater about what’s next.  -Invest in Progress is a podcast brought to you by the Scottish Mortgage Team. It offers a backstage pass to the conversations that occur between our managers and visionary leaders solving some of the world’s most complex problems. Listen to more episodes here.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.

Dave Baxter is joined by The Renewables Infrastructure Group (TRIG) investment manager Richard Crawford. In a wide-ranging discussion they look at the fund’s exposure to dramatic shifts in power prices, the effects of the UK windfall tax and other regulatory developments on the renewable energy sector – and which renewable technologies now look more enticing to 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 episode, BP turned in profits of $28bn for 2022. That may sound a lot until you realise Shell racked up $40bn. Commodities expert Alex Hamer is on hand to discuss the outlook for these companies this coming year, as always considering the investment case. Next up on the show, a podcast favourite: Unilever. They're back under pressure after warning of more price rises even after a record 13 per cent increase. With a new CEO in place, what is in store for the company? And finally, housebuilders have provided signs of a recovery recently - Barratt, Redrow and Bellway are all under the microscope of Alex Newman. Dan Jones hosts Julian Hofmann, Alex Hamer 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 episode, Vodafone is under the spotlight as it's problems in Europe continue. Is there much they can do in the face of big cash flow demands, rising inflation, sluggish growth?Next up it's a trip on the management merry-go-round. Over 20 per cent of FTSE 100 companies changed CEOs last year. Is this just a random datapoint, a sign of post-pandemic fatigue, or perhaps moving out ahead of the higher-rate era? Our panel discusses.Finally it's GSK chat with the IC's pharma writer Jennifer Johnson. With concerns around their Zantac drug, are investors lacking faith in the GSK pipeline?Dan Jones hosts Alex Newman, Julian Hofmann 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.

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.