พอดคาสท์ Investors Chronicle ชั้นนำ (2024)

1
Activist investing, Hollywood Bowl & US markets: The Companies and Markets Show 29:23

7d ago29:23

29:23

We begin the year's final podcast discussing activist investor Saba Capital. Funds editor Dave Baxter explores the impact of its demand to remove the boards of seven investment trusts and what investors should do if the changes go ahead. It’s then onto Hollywood Bowl’s (BOWL) results. The company reported a 7 per cent rise in revenue, but shares st…

1
Small-cap expert Simon Thompson’s 2024 review: IC Interviews 36:46

10d ago36:46

36:46

After a busy year of geopolitical changes, there is a lot of ground to cover when discussing markets. In this episode, Simon and Dan Jones unpack everything from the mass number of moves to the US market to knotty Aim shares, and the sectors investors should keep an eye on in 2025. Timestamps 01:02 2025 prospects 06:06 Economic backdrop 10:23 Upgra…

1
Investment psychology lessons & Ashtead: The Companies and Markets Show 33:09

14d ago33:09

33:09

Chris Akers unpacks the latest from equipment rental company Ashtead (AHT). The figures slightly underwhelmed the market, but the biggest factor affecting the business was the announcement that it’s moving its listing to the US. Onto our latest cover feature on behavioural psychology and investing. Alex Newman lays out his intention with the piece,…

1
Partner Content: Anatomy of a great company 17:16

14d ago17:16

17:16

As stock pickers, the managers of The Brunner Investment Trust are looking for what they believe are great companies which can grow and deliver returns to shareholders. Whilst this may sound obvious, just what exactly are the common factors in the DNA of a “great” company? Joe Lynam quizzes portfolio manager Julian Bishop on how he and his team go …

1
Meeting Braemar’s CEO: Lee and the IC 39:41

17d ago39:41

39:41

Alex and Lord Lee sit down with the CEO of one of the holdings in Lord Lee’s portfolio: James Gundy of the shipping service company, Braemar (BMS). James has been group CEO since 2021 and he unpacks the ins and outs of running a shipbroker on London’s main market, how it compares to its competitors and its navigation of some complicated geopolitica…

1
North Sea winners, airline stocks & shareholder democracy: The Companies and Markets Show 33:06

28d ago33:06

33:06

We begin with airlines Jet2 (JET2) and EasyJet (EZJ) who recently released results. Michael Fahy explores the current demand for travel and package holidays, and the reputational issues affecting share valuations. The future of the North Sea is murky but the industry now has clarity on its taxes. Our commodities expert, Alex Hamer, lays out the opp…

1
‘You don’t have to love Europe to own its stocks’: Stefan Gries of BlackRock Greater Europe 46:16

1M ago46:16

46:16

In the latest episode of the IC Interviews, Val Cipriani, personal finance editor, sits down with Stefan Gries of BlackRock Greater Europe Trust. The fund is known for focusing on businesses with dependable profits and finds success even though it takes less risk than the average investor. Hear Gries’s take on Dutch semiconductor stock ASML (AMS), …

1
Quality US stocks, Sage and Grainger: The Companies and Markets Show 24:56

1M ago24:56

24:56

We begin with software company Sage (SGE). Shares are up and the team unpacks the drivers of this rise and explores whether investors should be concerned about competition in the industry. Illinois Tool Works (US:ITW) next. It’s larger than all but five stocks included in the FTSE 100 but remains relatively unknown on this side of the pond. Our tea…

1
Investment Trust Special, Burberry & Croda: The Companies and Markets Show 39:29

1M ago39:29

39:29

British-based luxury fashion brand Burberry (BRBY) has had a hard time of late. Our team delve into what’s gone wrong over and question whether the low valuation is attractive enough for investors to take a gamble. It’s then onto our Investment Trust Special. We explore what trusts are most vulnerable to consolidation and some that could be fruitfu…

1
What the Budget and Trump’s win means for investors: Lee and the IC 29:23

1M ago29:23

29:23

Lord Lee and Alex reunite just a day after the US election result and a week on from the Autumn Budget. In the episode, the pair unpack how the latter will affect UK private investors and the economy at large, and Lord Lee gives his opinion on the effectiveness of the changes announced by chancellor Rachel Reeves. Also, listen to find out the chang…

1
How the Budget impacts companies, Auto Trader & the US election: The Companies and Markets Show 35:16

2M ago35:16

35:16

Auto Trader’s (AUTO) recent results were not well received. A slowdown in vehicle production and its position within a tight market is squeezing growth prospects. Our experts dive into what it means for investors. It’s then on to the impact of the Budget. The panel unpacks what sectors will be most affected by the changes, and the potential cost-sa…

1
Terry Smith on Nvidia, banks and the UK market: IC Interviews 43:24

2M ago43:24

43:24

Returning a second time in the IC Interviews hot seat, Terry Smith is one of the biggest names in the investing world. Having set up the eponymous Fundsmith in 2010, he now manages more than £22bn of British savers’ money and has had his fair share of celebration and criticism. Funds editor Dave Baxter and Smith unpack everything from Magnificent S…

1
What the Budget means for you & HSBC: The Companies and Markets Show 35:32

2M ago35:32

35:32

The Autumn Budget brought a swathe of changes to the way investors can harness the most of the market. From capital gains changes to pensions, our team unpack what investors need to know. Find out everything you need to know about the Budget HSBC (HSBC) recently announced a reorganisation that will affect shareholders. The panel of experts report o…

1
The best Aim stocks and Morgan Sindall’s profit update: The Companies and Markets Show 31:17

2M ago31:17

31:17

Mark Robinson starts the show by unpacking Morgan Sindall’s (MGNS) significant trading update, looking at the drivers behind the share price rise and the scope for the company to increase its market share. It’s then on to our Aim 100 special. Michael Fahy and Alex Newman share their take on the leading brick supplier Brickability (BRCK) and technol…

1
National Grid, car dealerships & investment trusts: The Companies and Markets Show 33:55

2M ago33:55

33:55

We begin with National Grid’s (NG) transformation plans. Jemma Slingo and Alex Newman weigh in on whether it should now be considered a growth rather than income stock, its US business and more. It’s then onto car dealership Vertu (VTU). Mark Robinson runs through the driving factors behind Vertu’s performance, the business’ valuation and its prosp…

1
‘The yen will keep on going’: Paul ffolkes Davis of Rising Sun Management 35:42

2M ago35:42

35:42

In this episode of IC Interviews, Paul ffolkes Davis and funds editor Dave Baxter discuss the Japanese small and mid-cap specialist fund, which has proven to be quite fruitful for investors. Find out why ffolkes Davis believes in the yen’s strength plus his thoughts on Japan’s macro trends, the big investment trust risers and fallers this year and …

1
A new investing world & cocoa inflation: The Companies and Markets Show 35:05

3M ago35:05

35:05

Associate editor James Norrington starts the show, covering this week’s Big Read. He and Dan unpack inflationary vs deflationary forces in Western economies and what it means for stock picking and building portfolios. Madelaine Apthorpe is then in the hot seat instead of behind the soundboard to discuss her investigation into cocoa inflation and th…

1
Meeting Anpario's CEO: Lee and the IC 34:34

3M ago34:34

34:34

This month, Alex and Lord Lee are joined by the CEO of Ampario, Richard Edwards. Ampario is an Aim-traded natural feed additives group, a niche business but one that exports its products to over 80 countries and has been held by Lord Lee for 14 years. In the episode, the trio discuss the ins and outs of running an Aim company, why Lord Lee believes…

1
Investing for children, healthcare Reits & China’s stimulus: The Companies and Markets Show 31:33

3M ago31:33

31:33

This week’s episode begins with a property leaser to the healthcare sector, Life Science Reit (LABS). Property writer Natasha runs through the results, where the chief exec is focusing and whether a takeover is on the cards. It’s then onto our latest Big Read on investing for your children. From the best accounts to use, the top funds to pick, and …

1
Partner Content: Political power plays & market reactions 15:11

3M ago15:11

15:11

In this podcast episode from The Brunner Investment Trust, Co-lead Portfolio Manager Julian Bishop and host Joe Lynam navigate the choppy waters of national politics and their ripple effects through global markets. With the recent political changes in the UK and the much-anticipated US presidential election, what can investors expect from the stock…

1
How to fix the UK pensions problem & a swathe of takeover bids: The Companies and Markets Show 38:05

3M ago38:05

38:05

We start with Smiths Group’s (SMIN) results. The engineering giant’s figures missed expectations, but could new acquisitions and an updated cost-saving plan bring things back? Michael Fahy reports. Our Big Read this week is on pensions. We all know what they are, but there’s much more that could be done for savers and perhaps for the wider economy …

1
NatWest, British American Tobacco and two new deals: The Companies and Markets Show 32:25

3M ago32:25

32:25

Jemma Slingo is up first to discuss the fate of NatWest (NWG). Jemma and Dan unpack how well hedged the business is against falling interest rates, its share buyback plans and more. It’s then on to one company from our Income Majors special report: British American Tobacco (BATS). Like most tobacco stocks, BAT is in the firing line from the Labour …

1
Our favourite 50 funds and Trustpilot: The Companies and Markets Show 33:43

3M ago33:43

33:43

We begin with Trustpilot (TRST), whose shares shot up 10 per cent in the past five days. Its software as a service (SaaS) is AI-enabled but should it be seen as a marketing or tech business? Jennifer Johnson runs through the long-term prospects inventors need to consider. Dave Baxter joins to chat about the 2024 edition of the IC’s Top 50 Funds lis…

1
What investors can do with takeover cash: Lee and the IC 31:43

4M ago31:43

31:43

Lee and the IC is back after its summer hiatus with the latest updates to Lord Lee’s portfolio. Armed with the proceeds of a takeover, Lord Lee has spent the last few months topping up some existing holdings and running the slide rule over several British value opportunities, including a media conglomerate and a global shipping firm. John and Alex …

1
Investing in insurers, Nvidia and BHP: The Companies and Markets Show 34:53

4M ago34:53

34:53

Alex Hamer unpacks the results from Australian mining giant BHP (BHP). It reported higher earnings in the 12 months to June thanks to record copper prices and a relatively stable iron ore market, its biggest market. Alex shares what investors should expect going forward. Alex Newman, the author of this week’s cover feature on insurance stocks, join…

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1
Investors' Chronicle

Investors' Chronicle

1
Activist investing, Hollywood Bowl & US markets: The Companies and Markets Show 29:23

1
Small-cap expert Simon Thompson’s 2024 review: IC Interviews 36:46

1
Investment psychology lessons & Ashtead: The Companies and Markets Show 33:09

1
Partner Content: Anatomy of a great company 17:16

1
Meeting Braemar’s CEO: Lee and the IC 39:41

1
North Sea winners, airline stocks & shareholder democracy: The Companies and Markets Show 33:06

1
‘You don’t have to love Europe to own its stocks’: Stefan Gries of BlackRock Greater Europe 46:16

1
Quality US stocks, Sage and Grainger: The Companies and Markets Show 24:56

1
Investment Trust Special, Burberry & Croda: The Companies and Markets Show 39:29

1
What the Budget and Trump’s win means for investors: Lee and the IC 29:23

1
How the Budget impacts companies, Auto Trader & the US election: The Companies and Markets Show 35:16

1
Terry Smith on Nvidia, banks and the UK market: IC Interviews 43:24

1
What the Budget means for you & HSBC: The Companies and Markets Show 35:32

1
The best Aim stocks and Morgan Sindall’s profit update: The Companies and Markets Show 31:17

1
National Grid, car dealerships & investment trusts: The Companies and Markets Show 33:55

1
‘The yen will keep on going’: Paul ffolkes Davis of Rising Sun Management 35:42

1
A new investing world & cocoa inflation: The Companies and Markets Show 35:05

1
Meeting Anpario's CEO: Lee and the IC 34:34

1
Investing for children, healthcare Reits & China’s stimulus: The Companies and Markets Show 31:33

1
Partner Content: Political power plays & market reactions 15:11

1
How to fix the UK pensions problem & a swathe of takeover bids: The Companies and Markets Show 38:05

1
NatWest, British American Tobacco and two new deals: The Companies and Markets Show 32:25

1
Our favourite 50 funds and Trustpilot: The Companies and Markets Show 33:43

1
What investors can do with takeover cash: Lee and the IC 31:43

1
Investing in insurers, Nvidia and BHP: The Companies and Markets Show 34:53

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