Investors' Chronicle

Donald Trump’s ban from Twitter, Facebook and Snapchat has put private media groups under the spotlight. Were they right to do it? Should social media be self-regulated or does it need an external body?And are the regulators of the mainstream media even getting it right? We answer all those thorny questions in our first episode of 2021.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 Alpha Podcast John Hughman and Phil Oakley talk about the prospects for three companies that have seen business boom as a result of Covid-restrictions: Games Workshop, Frontier Developments and Just Eat Takeaway.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 destruction of risk free returns thanks to low interest rates means investors have to understand the risks inherent in chasing gains from assets like shares. James Norrington talks to Graham Harrison, Managing Director of Asset Risk Consultants (ARC) about the challenges facing portfolio managers.ARC runs the Private Client Index series, a selection of dynamic risk-weighted benchmarks for the asset management industry, based on over 250,000 contributing portfolios from 108 asset management firms worldwide. 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.

Baillie Gifford’s flagship fund, Scottish Mortgage Investment Trust (SMT), has delivered eye watering returns in recent years. In 2020 alone, the fund’s net assets doubled to over £18.5bn. In this interview, the trust’s co-managers James Anderson and Tom Slater tell Mary McDougall where the next leg of growth is and how they approach finding the next stock market stars. Mr Anderson says we are entering a period of change unrivalled since the industrial revolution, and they both defend their continued support of Tesla, the fund’s largest holding. 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.

Jeremy Gratham, co-founder of GMO Asset Management speaks to Nilushi Karunaratne about whether companies, governments and investors are taking enough action on climate change, what he hopes to see from the incoming Biden administration and how investors should see climate change as an opportunity for their portfolios.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Wheaton Precious Metals chief executive Randy Smallwood on the steaming business model, gold's prospects and how to operate in a world where ESG is getting more and more important. Plus why Wheaton has added a London listing.Looking for more? We dive into Wheaton's business model.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 Alpha Podcast John Hughman and Phil Oakley discuss the crazy world of unicorn IPOs, the bidding war for Codemasters, and why Avon Rubber's share price has been stopped in its tracks.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

With Christmas only a week and a half away, we thought we’d attempt to bring the festive cheer with a look at Christmas shopping. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

This week our guest is the American investor, former fund manager and financial commentator Jim Rogers. A noted China and commodities bull, he moved to Singapore in 2007 so he and his family could be in Asia and closer to what he and many others argue is the economic heart of the world.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.

Phil Oakley chats with former analyst and hedge fund investor Steve Clapham about his new book and how to research companies well.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.

Maggie, 90, has become the first Brit to receive a vaccine for coronavirus outside of clinical trials. She received the jab in Coventry Hospital in front of the world’s media and declared “if I can have it at 90, you can have it too.” Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Investing in the UK market has largely been a recipe for underperformance in recent years - but some have clearly bucked this trend and now expect better news. Keith Ashworth-Lord, who runs the hugely successful CFP SDL UK Buffettology fund, has generated strong returns despite the difficulties of the market. He remains an evangelist for UK stocks, describes the current pessimism on the market, especially small caps, as “an absolute load of trash”Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's IC Alpha podcast James Norrington and Phil Oakley discuss whether three highly-rated UK shares - the London Stock Exchange, AJ Bell and Avon Rubber - can live up to their quality ratings.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.

About ten years ago, Dr Bronwyn King was a doctor working on a lung cancer ward in Melbourne, Australia. Today, she fronts a campaign that, according to its website, has persuaded financial institutions with as much as $11tn in assets under management to join its global movement calling for a tobacco-free world.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 £120bn gaming industry is another one of those rare markets seemingly unaffected by the coronavirus pandemic. It’s come a long way in its half a century lifespan.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 Alpha Podcast James Norrington talks to Phil Oakley about how the example of Sage shows why investing in the UK is becoming ever more difficult, whether Future's bid for GoCo makes sense, and why AO World might keep delivering.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.

2020 has been a difficult year for many industries, but one that has bucked the trend is the home improvement sector. It makes sense - most people have had more time at home than ever before, and more free time in general to make changes. 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 art of bottom-up stock selection is crucial in Asian markets, with benchmarks shifting all the time. In this interview, Robin Parbrook, co-manager of Schroder Asian Total Return Investment Company (ATR), explains his philosophy for investing in Asia.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 Alpha podcast, Phil explains why he likes Procter and Gamble for his Fantasy Sipp, critiques Croda's latest acquisition and says why he prefers steady quality companies despite the recent rush into value stocks on vaccine news. He also discusses some of the tough lessons 2020 has taught 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.

English stadiums have been fanless since football returned on June 17th, with plans to gradually reintroduce them at the start of October cancelled by the second coronavirus wave. And it’s not just the clubs which have felt the squeeze; football has a wider impact on the fortunes of the likes of pubs, retailers, broadcasters, sponsors….the list goes on. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

In October Nick Hubble teamed up with Nigel Farage to launch Fortune & Freedom, a morning newsletter which aims to help people take control of their finances. In just over a month it has gained over 33,000 subscribers. Should ‘the financial establishment’ be nervous?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.

Showrooms have closed again as the UK goes into a second lockdown, with the market already undergoing something of a crisis, how will it cope with this latest challenge?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.

Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Leading Companies Fund and Pacific Fund.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Many major tech companies have seen their share prices skyrocket in the last decade and the recent pandemic has propelled some companies’ prices even higher. Daniel Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities and Victoria Scholar, Market Analyst at IG determine the new tech companies we should be looking at, which companies’ prices are expected to drop when a vaccine is ready, and which ones should continue to grow.Inspired? Find your next opportunity at IG.comRisk warningSpread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 76% of retail investor accounts lose money when trading spread bets and CFDs with this provider. You should consider whether you understand how spread bets and CFDs work, and whether you can afford to take the high risk of losing your 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.

On this week's Alpha podcast, John and Phil talk about what a second lockdown could mean for retailers including Sainsbury and Associated British Food, how Autotrader is making hay by helping the car industry keep its head above water, and whether there's value in a bombed out cyclical.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.

Does anything say ‘global catastrophe’ more than the cancellation of Wimbledon? 2020 is the first year since the end of the Second World War that the UK’s favourite tennis tournament has not taken place. In sports, music, money, dogs, food and every other sector, the global events industry has been battered by coronavirus. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

This is an IG partner content podcast. The news and editorial team of the IC had no role in its production.In the midst of a pandemic and key events such as the US election and Brexit, how are investors approaching the markets? Daniel Lacalle, Chief Economist at Tressis and Chris Beauchamp, Chief Market Analyst at IG, debate investing in the current climate. Are there any good investments out there? If there are, what are they? And what should we watch out for in the months and year ahead?Inspired? Find your next opportunity at IG.comRisk warningSpread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 76% of retail investor accounts lose money when trading spread bets and CFDs with this provider. You should consider whether you understand how spread bets and CFDs work, and whether you can afford to take the high risk of losing your 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.

Chuka Umunna was once touted as a future leader of the Labour Party. In this week’s IC Interview, he explains why you may be able to do more good in the world of business than politics.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 Alpha podcast John Hughman talks to the IC's private investor diarist John Rosier about maintaining discipline in choppy markets, why he's eyeing value as his next move, and why doing nothing may sometimes be the best option.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 a year like no other, it is hardly surprising that the US presidential election has, so far, been like no other. 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 global pandemic, a US election and the UK’s Brexit transition period drawing to a close are having a profound effect on the markets. IG’s Jeremy Naylor and Senior Economist Peter Dixon from Commerzbank discuss what impact they may have on the dollar and sterling, and what other currencies we should be keeping an eye on.Inspired? Find your next opportunity at IG.comRisk warningSpread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 76% of retail investor accounts lose money when trading spread bets and CFDs with this provider. You should consider whether you understand how spread bets and CFDs work, and whether you can afford to take the high risk of losing your 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.

Nick Train hates selling companies so much that he can’t quite remember which stock he sold last. In this wide ranging interview, he explains how this strategy has helped his funds outperform in a difficult year and answers the big question: why do you continue to hold Pearson?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 Alpha Podcast John Hughman and Phil Oakley talk about three companies where the power of their trusted brands matters more than ever – Unilever, Reckitt Benckiser and Games Workshop.In his column this week, Phil looks at how Games Workshop profit forecasts are probably too low. He says this and the long-term potential of its brands can keep its share price moving up. Click here to read.If you don't subscribe to Alpha already, you can sign up for a four-week trial for just £4 by clicking on the following link: investorschronicle.co.uk/TryAlphaInvestors' 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 UK is in a puppy frenzy. The loneliness of lockdown, combined with the realisation that working from home is likely to last a long time saw demand spike. Average puppy prices have doubled.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

This week we speak with the economist and broadcaster Tim Harford, presenter of More or Less on BBC Radio 4 and the podcast Cautionary Tales, a Financial Times columnist and author of several books including The Undercover Economist, Fifty Things That Made the Modern Economy, and Messy.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's IC Alpha Podcast John and Phil discuss how online shopping has transformed Dunelm's business, whether Asos can shake off the economic challenges affecting its core customer base, and why Domino's troubles are far from behind it.If you don't subscribe to Alpha already, you can sign up for a four-week trial for just £4 by clicking on the following link: investorschronicle.co.uk/TryAlphaInvestors' 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 IC interviews Richard Curtis, prolific screen writer and co-founder of Make My Money MatterInvestors' 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 Alpha podcast editor John Hughman talks to the IC's small cap specialist Simon Thompson about the outlook for global stock markets and the strategies he's using to identify companies fit for the Covid era.Click here to read Simon's latest Investors Chronicle column.If you don't subscribe to Alpha already, you can sign up for a four-week trial for just £4 by clicking on the following link: investorschronicle.co.uk/TryAlphaInvestors' 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.

Boohoo’s ethical misdemeanours have not translated to poor sales or share price growth. But could the environmental and social concerns raised by the company’s recent enquiry have repercussions across the garment industry? Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

The UK dividend bloodbath has been one of the major challenges facing investors in 2020 and the outlook remains far from certain. Blake Hutchins, co-manager of Trojan Income, a defensive and highly successful UK equity income fund, is well acquainted with all these issues. In this interview he tells us why there may still be hope for UK equity income, but also why investors do need to be more selective than ever to succeed in this market. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's Alpha podcast, John and Phil head to the shops to see which retailers are surviving – and even thriving – in the face of the pandemic. If you don't subscribe to Alpha already, you can sign up for a four week trial for just £4 by clicking on the following link: investorschronicle.co.uk/TryAlphaInvestors' 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.

Are we ever going back to the office? Will working life return to normal when the threat of coronavirus has passed? How will businesses in the hospitality and travel sectors survive?Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

On this week's IC Alpha Podcast John and Phil talk about two companies in the travel sector that have borne the brunt of Covid-19 and may have further pain to come, why lockdown is proving good news for one specialist retailer, and a distributor that's expanding despite the difficult economic backdrop.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.

Google searches for the word ‘staycation’ have spiked in 2020. Brits fearing unpleasant air travel, hostile international hosts or an unexpected two weeks of enforced quarantine on return to the UK have opted to holiday in these green and pleasant lands.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.

Government bonds were one of the only reliable portfolio diversifiers when equity markets crashed earlier this year, but they now face several pressing questions. Are they too expensive, and will they still work in the next sell-off? What will the future hold for bonds more generally?Mike Riddell, manager of the Allianz Strategic Bond fund, has successfully navigated recent bouts of volatility by taking a flexible approach to fixed income. In this interview, he tells us what the future might hold for the asset class and where he sees value (and risk).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, John Hughman and resident analyst Phil Oakley discuss the state of play for the housebuilders with the help of this week's results from Redrow. Plus what Next can do in response to the evolving retail sector and how Ocado has found itself in the Covid-19 sweet spot. But is Phil convinced?If you don't subscribe to Alpha already, you can sign up for a four week trial for just £4 by clicking on the following link: investorschronicle.co.uk/TryAlphaInvestors' 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 pub feels like just the right place to launch the Investors Chronicle’s brand new podcast, especially as the topic up for discussion in episode one is beer. 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.

Professor John Kay has held a host of the UK’s leading economic advisory and academic positions. In early 2020, he published an incredibly prescient book alongside Lord Mervyn King which lays out the dangers of economic modelling when attempting to deal with crises. Reassuringly, Radical Uncertainty: Decision making for an unknowable future, shows that we can make good decisions, even in a very unreliable world.In this interview, Mary McDougall talks to Professor Kay about how he came to write his book, how its conclusions can be applied to the threats facing the world at the moment and whether or not he did indeed read all the sources in the book’s 39-page bibliography!Professor Kay also divulges his vast knowledge on the UK’s equity markets, building a pension, fighting climate change and what ESG should really be all about.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 new IC Alpha Podcast, John and Phil discuss the worrying outlook for the UK economy and the pound as a result of the government's disastrous handling of Covid-19 and now the final stages of Brexit negotiations. For companies exposed to the consumer economy this has brought mixed fortunes – as John and Phil discuss, strong numbers this week from Games Workshop and Frontier Development highlight the business models fit for the Covid economy – even if their high valuations give pause for thought. But for those like Fevertree Drinks, lockdown has proved a much greater challenge despite a leap in in-home drinking and expansion into the US – can it recover to live up to its shares premium rating?You can read more of Phil's thoughts on these companies – and others – in his weekly Alpha report. If you don't subscribe already, you can sign up for a four week trial for just £4 here investorschronicle.co.uk/TryAlphaInvestors' 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 IC Interviews, editor John Hughman speaks to the magazine’s regular investment trust columnist John Baron.A former fund manager, John has provided updates on two live investment trust based portfolios for the Investors Chronicle since 2009, one focused on growth and the other on income.John has recently completed an updated version of his book, the Financial Times Guide to Investment Trusts: Unlocking the City's Best Kept Secret.In this interview, John explains why he favours investment trusts, how the techniques he uses to manage his portfolios have shielded them from the worst impacts of Covid-19, and why he’s top slicing technology and taking contrarian positions in commercial property and commodities. 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.