Investors' Chronicle

How to pick funds, Diageo & hotel stocks: Companies and Markets Show

08 May 2026

Contributed by Lukas

As potential jet fuel shortages unnerve summer holidaymakers, airlines have been reporting shaky demand as people hold off from booking trips. But wha...

'Conviction does not increase the probability of outperformance' - Paul Niven of F&C

05 May 2026

Contributed by Lukas

The F&C Investment Trust (FCIT) is as close to a household name as a fund can be. Founded in the 19th century, its global stocks “one-stop shop”...

Electrifying your portfolio & chemical stock struggles: Companies and Markets Show

01 May 2026

Contributed by Lukas

It’s the end of April, and a reopening of the Strait of Hormuz is looking further away than ever. Its closure looms large over everything else at th...

Isas, apps and platforms: Where to invest your money

27 Apr 2026

Contributed by Lukas

Choosing your first stocks and shares Isa can be overwhelming. There are apps, brokerages and dozens of providers, all claiming to be the best. In thi...

Primark spin-off, robotics & US equity funds: Companies and Markets show

24 Apr 2026

Contributed by Lukas

It’s another week and another break-up of a FTSE 100 business. This time it’s the turn of Associated British Foods, which has announced plans to s...

Meeting Primary Health Properties CEO: Lee and The IC

21 Apr 2026

Contributed by Lukas

Primary Health Properties (PHP) is one of the UK market’s best-known income stocks.With a record of 30 consecutive annual dividend increases and the...

Intertek, renewable trusts & shares on a tear: The Companies and Markets Show

17 Apr 2026

Contributed by Lukas

In this week’s episode we delve into FTSE 100 testing and assurance company Intertek (ITRK), which has had an action-packed few days: board changes,...

The ceasefire, Africa and Senior: Companies and Markets Show

10 Apr 2026

Contributed by Lukas

In this week’s show we discuss the temporary ceasefire in the Middle East – if it is really appropriate to call it that – and consider whether t...

Unilever’s $45bn deal, Berkeley & tech: Companies and Markets Show:

03 Apr 2026

Contributed by Lukas

We begin the show with consumer goods giant Unilever (ULVR) – soon to be somewhat smaller, given the $45bn spin-off of its foods business to US spic...

"There is a scarcity of safe assets" - Jacob de Tusch-Lec of Artemis Global Income | IC Interviews

31 Mar 2026

Contributed by Lukas

At £5.7bn, Artemis Global Income is one of the biggest global income funds available to UK investors. It posted enthusiastic returns in 2025, well ab...

Navigating the Strait, Goodwin and annuities: The Companies and Markets Show

27 Mar 2026

Contributed by Lukas

It’s been another seesaw week as the world weighs up the chances of an end, or at least a cessation, to hostilities in the US-Israeli war with Iran....

Student Loans: What every graduate needs to know

24 Mar 2026

Contributed by Lukas

Val Cipriani and Holly McKechnie are back with a new episode of Women & Wealth, and unpack the UK’s student loan system and growing debt burden ...

Industrials, smart investing & real estate: The Companies and Markets Show

20 Mar 2026

Contributed by Lukas

On this week’s show, we begin with industrials. It was only a month or so ago that the sector was being touted by many as a potential safe haven fro...

Meeting Town Centre’s executive chair: Lee and the IC

17 Mar 2026

Contributed by Lukas

Town Centre Securities (TOWN) is one of the UK market’s oldest names. Founded, managed and largely controlled by the Ziffs of Leeds since its l...

The Middle East, shipping & energy prices: The Companies & Markets Show

13 Mar 2026

Contributed by Lukas

In a busy week where events in Iran continue to dominate the news cycle, companies editor Mark Robinson stands in for Dan Jones to discuss the impact ...

War in Iran, healthcare resurgence & Isa changes: The Companies and Markets Show

06 Mar 2026

Contributed by Lukas

It’s another day chock-full of company results, albeit market attention is understandably still focused elsewhere given the events in the Middle Eas...

‘Buy and hold doesn’t work any more’: Sean Peche of Ranmore

03 Mar 2026

Contributed by Lukas

Ranmore Global Equity (IE00B61ZVB30) is a value fund that has grown very quickly over the past 18 months. In June 2024, it had a $300mn port...

Next-gen AI stocks, FTSE 100 banks & LSEG: The Companies and Markets Show

27 Feb 2026

Contributed by Lukas

Company results season is under way. We have a mass of companies reporting over the next couple of weeks, and we will dig in to one of the highest pro...

Copper mining, Compass Group & Magnum Ice Cream: The Companies and Markets Show

20 Feb 2026

Contributed by Lukas

We start with copper miner Antofagasta (ANTO), whose shares have soared over the past year on the back of big gains for the red metal. It re...

Meeting Christie Group's CEO: Lee and the IC

17 Feb 2026

Contributed by Lukas

Christie Group has a lot going for it. Growing in several countries and an employer to around 650 people, the brokerage business is a well-respected n...

Schroders takeover, privatisation & McDonald's: The Companies and Markets Show

13 Feb 2026

Contributed by Lukas

After a week in which we in London were blessed with a rare day in which the sun dared to poke its head out, today we will try to shed some light of o...

Software sell-off, corporate bonds, GSK: The Companies and Markets Show

06 Feb 2026

Contributed by Lukas

This week, after a software sell-off that has rattled some of the UK’s most popular ‘quality’ stocks, we look at the fallout for the likes of Re...

Hargreaves’ fee shake-up, stress-free investing & Cranswick: The Companies & Markets Show

30 Jan 2026

Contributed by Lukas

The UK’s largest investment platform, Hargreaves Lansdown, has announced its first fee overhaul in over a decade. But as ever the devil is in the de...

Space exploration, AI memory chips & Beazley: The Companies and Markets Show

23 Jan 2026

Contributed by Lukas

It’s been a dramatic week in a year already full of drama, with Donald Trump’s sabre rattling over Greenland, and subsequent threat to impose furt...

Meeting Workspace's (now former) CEO: Lee and the IC

20 Jan 2026

Contributed by Lukas

For their latest company interview, Lord Lee and Alex Newman sit down with Lawrence Hutchings, who joined Workspace as CEO in November 2024.That conve...

Pubs' winter rally, buy-to-let & Oxford Nanopore: The Companies and Markets Show

16 Jan 2026

Contributed by Lukas

It may be dry January for some, but this week we are settling down with the pub companies amid a raft of news for the sector in recent days. Mark Robi...

BP's new CEO, how to diversify & Auction Technology: The Companies and Markets Show

09 Jan 2026

Contributed by Lukas

This week we’re kicking things off with one of the big company stories of early 2026 – for a number of reasons. It was a busy December for BP...

The FTSE in 2026, the Santa rally & crypto: The Companies and Markets Show

19 Dec 2025

Contributed by Lukas

It’s a week before Christmas, which means only one thing around these parts: our bumper double issue hits the shelves on Friday 19 December. In it, ...

How to build a portfolio you can be proud of

17 Dec 2025

Contributed by Lukas

Ethical investing is often seen as a way to align your money with your values, but what does it really mean in practice? In this episode of Women and ...

CEO of Venture Life & end of year roundup: Lee and The IC

16 Dec 2025

Contributed by Lukas

Alex Newman and Lord Lee are joined by Jerry Randall, CEO of Venture Life (VLG), a leader in the consumer self-care market. They discuss the compan...

Warner Bros, driverless cars & Berkeley: The Companies and Markets Show

12 Dec 2025

Contributed by Lukas

We start today with a look at the potential megamergers in Hollywood as the battle to take over Warner Brothers Discovery (US:WBD) comes to ...

Simon Thompson: What to expect in 2026

09 Dec 2025

Contributed by Lukas

nvestors’ Chronicle associate editor Simon Thompson joins Dan Jones to discuss what 2026 might hold for smaller companies and the market in general....

How the Budget impacts your finances: The Companies and Markets Show

27 Nov 2025

Contributed by Lukas

A day on from Rachel Reeves’ budget, where she announced a ‘smorgasbord’ of tax rises forecast to raise £26bn by 2029-30, the dust is settling....

Signs of financial abuse and what to do next

25 Nov 2025

Contributed by Lukas

Economic abuse is a recently recognised but long-used method of control by domestic abusers and in this episode of Women and Wealth, Investors' Chroni...

Investment trusts & Rightmove: The Companies and Markets Show

21 Nov 2025

Contributed by Lukas

Our annual Investment Trust Special Report covers everything you need to know about researching, finding and buying the right funds for your portfolio...

Aim stocks, MPA, Volex, and SSE: The Companies and Markets Show

14 Nov 2025

Contributed by Lukas

We kick off this week looking at power provider SSE (SSE), which announced a £2bn equity raise to help fund a £33bn upgrade to the UK’s electricit...

Exciting British stocks & the Budget: Lee and the IC

11 Nov 2025

Contributed by Lukas

From a disappointing run with Treatt (TET) to his belief Goodwin’s (GDWN) is Britain’s most exciting engineering company outside of Rolls Royce (R...

M&S, quantum stocks & healthcare trusts: The Companies and Markets Show

07 Nov 2025

Contributed by Lukas

M&S’s (MKS) results kick off this week’s podcast. The beloved British retailer is delivering decent performance, but the April cyber attack ha...

UK banks, Kitwave & Next 15: Companies and Markets Show

31 Oct 2025

Contributed by Lukas

Hugh Moorhead takes stock of the UK banking sector, examining how provisions for motor finance, along with exposure to private credit, are shaping the...

Don’t Panic, Profit: The psychology of better investing

29 Oct 2025

Contributed by Lukas

Women and Wealth returns, this month looking at the psychology of better investing with Dr Ylva Baeckström. Understanding behavioural finance is cruc...

Gold’s rally, Experian & Big Tech worries: The Companies and Markets Show

24 Oct 2025

Contributed by Lukas

Gold’s recent super rally has left investors wondering what’s coming next. Alex Hamer breaks down what is driving the surge, and the recent sell-o...

Motor finance, the future of cities & Whitbread: The Companies and Markets Show

17 Oct 2025

Contributed by Lukas

The FCA’s long-awaited motor finance redress scheme landed with a lower overall compensation figure than expected. Mark Robinson explores how Lloyds...

The US is not the only game in town: Maggie Fanari of RIT Capital

14 Oct 2025

Contributed by Lukas

RIT Capital Partners is one of the UK’s largest investment trusts with over £4bn in assets under management. Maggie Fanari joined its investment ma...

Bitcoin’s new boost, Volution, CVS: Companies and Markets Show

10 Oct 2025

Contributed by Lukas

British business Volution (FAN) provides ventilation and air systems, and its shares have increased by a fifth thanks to the acquisition of an Austral...

How to pass on wealth, AstraZeneca & Ceres: The Companies and Markets Show

03 Oct 2025

Contributed by Lukas

This week, the American FDA announced it’s set to review a new breast cancer drug, Enhertu, developed by AstraZeneca (AZN) and its Japanese partner,...

Trustpilot, the North Sea & Goodwin: The Companies and Markets Show

26 Sep 2025

Contributed by Lukas

We begin with Trustpilot’s (TRST) results. Mark Robinson and Dan delve into what has gone right and wrong for the company, its durability in an age ...

Meeting M&G’s CEO: Lee and the IC

23 Sep 2025

Contributed by Lukas

Reuniting after the summer, Lord Lee and Alex Newman sit down in the M&G offices with Andrea Rossi, CEO since 2022. In the episode, the trio ...

Top 50 Funds, GSK & Mondi: The Companies and Markets Show

19 Sep 2025

Contributed by Lukas

We start with last week’s Big Read, our annual Top 50 Funds. Dave Baxter shares his thoughts on compiling the list, its structure and the changes ma...

Anglo Teck deal, Property Franchise Group & Wickes: The Companies and Markets Show

12 Sep 2025

Contributed by Lukas

We begin with the £42bn mega-merger between Anglo American and Teck Resources. Commodities expert Alex Hamer lays out what the deal is, the strengths...

How European markets are faring, investment clubs & Uniphar: The Companies and Markets Show

05 Sep 2025

Contributed by Lukas

We start with this week’s Big Read by Chris Akers on Europe’s stand-out stocks, which have been beating their US counterparts. Chris lays out the ...

Nvidia, nuclear’s revival & Boohoo: The Companies and Markets Show

29 Aug 2025

Contributed by Lukas

We start with commodities expert Alex Hamer, the author of this week’s Big Read on nuclear power. Tech giants' need for the contentious energy sourc...

PensionBee, Applied Nutrition & leasehold issues: The Companies and Markets Show

22 Aug 2025

Contributed by Lukas

We begin with Mark Robinson talking PensionBee’s (PBEE) results. The company’s marketing push in the US was a key theme in its latest update, a re...

Spotting undervalued shares, Savills & weight-loss drugs: The Companies and Markets Show

15 Aug 2025

Contributed by Lukas

We begin with Hugh Moorhead and recent results from Savills (SVS), which were in line with expectations. Hugh and Dan unpack what divisions brought in...

Jupiter, retirement strategies and Science Group

01 Aug 2025

Contributed by Lukas

This week on the show, Mark Robinson and Julian Hofmann discuss interim figures from asset manager Jupiter, and ask whether the company – and the wi...

Hidden gem stocks, Centrica & Coke vs Pepsi: The Companies and Markets Show

25 Jul 2025

Contributed by Lukas

This week, Centrica (CNA) announced it had acquired 15 per cent of the East Suffolk Sizewell C nuclear plant. Commodities expert Alex Hamer looks into...

Ten stock picks & Labour’s agenda: Lee and the IC

22 Jul 2025

Contributed by Lukas

After a two-month hiatus, Alex and Lord Lee reunite in the Financial Times studio to cover the latest updates on ten stocks from Lord Lee’s portfoli...

Our favourite 50 ETFs, Ilika & Trifast: The Companies and Markets Show

18 Jul 2025

Contributed by Lukas

We begin with Alex Newman, who covers the recent results from an early-stage solid state battery technology company Ilika (IKA). It focuses on batteri...

Women retire with less – here’s how to change that

16 Jul 2025

Contributed by Lukas

In recent memory, the story of Waspi women has brought into sharp focus the issues surrounding women and their pensions. With many women spending some...

Jet2, Optima Health & new stock screens: The Companies and Markets Show

11 Jul 2025

Contributed by Lukas

Jet2 (JET2) may be on some listeners' minds thanks to a recent TikTok soundbite that has gone viral, but how are its figures faring? Michael Fahy join...

Motherhood and money: What to do when starting a family

09 Jul 2025

Contributed by Lukas

In this episode of Women and Wealth, the video podcast series from Investors' Chronicle, Madelaine Apthorpe and Val Cipriani look at how motherhood an...

Greggs, UK tech stocks & Watches of Switzerland: The Companies and Markets Show

04 Jul 2025

Contributed by Lukas

We begin with well-loved pastry seller Greggs (GRG), which suffered a downturn in sales per its latest trading update. Julian Hofmann explains the rea...

Why being single costs women more than men

02 Jul 2025

Contributed by Lukas

Single women have it tough, at least from a financial perspective. From a personal perspective you may well be having a better time than being in a re...

Shell & BP, how to be a better investor and Liontrust: The Companies and Markets Show

27 Jun 2025

Contributed by Lukas

We begin the show with this week’s big companies news, that Shell (SHEL) was reported to be in early-stage talks to buy BP (BP.)...

What is the gender pay gap, and how can we fix it?

25 Jun 2025

Contributed by Lukas

Women and Wealth takes a look at the gender pay gap, how to ask for that pay rise and how to make the most of your work benefits. In this episode of t...

Construction stocks, XPS & medtech: The Companies and Markets Show

20 Jun 2025

Contributed by Lukas

The show starts unpacking the latest results from equipment hire company Ashtead (AHT). Mark Robinson analyses the outlook for US construction spendin...

Love and money: A woman’s guide to financial independence

17 Jun 2025

Contributed by Lukas

Relationships are an important aspect in anyone's life; a matter of the heart but also one for your bank account. In the second episode of Women and W...

FirstGroup, Oxford Instruments & Blue Whale Growth: The Companies and Markets Show

13 Jun 2025

Contributed by Lukas

Valeria Martinez begins the show by unpacking FirstGroup’s (FGP) results. Valeria and Dan explore how the renationalisation of rail franchises is af...

Why more women don’t invest and why they probably should

11 Jun 2025

Contributed by Lukas

Why don’t women invest more than they currently do? In this new podcast series from Investors’ Chronicle, personal finance editor Val Cipriani and...

Women...Why aren't we investing?

09 Jun 2025

Contributed by Lukas

Welcome to Women and Wealth, the new six part podcast series from Investors' Chronicle, looking at the world of investing and personal finance issues ...

Chemring, Latin American funds & Paragon Banking: The Companies and Markets Show

06 Jun 2025

Contributed by Lukas

In the week the UK launched its strategic defence review, Dan Jones is joined by Christopher Akers to discuss the latest half-year figures from UK def...

25 years of volatility, Pets at Home & BT: The Companies and Markets Show

30 May 2025

Contributed by Lukas

We start with FTSE 250 retailer Pets at Home (PETS), whose veterinary arm is now making more than the retail business. Mark Robinson unpacks why this ...

Global trackers, Diploma & cobalt: Companies and Markets Show

23 May 2025

Contributed by Lukas

Diploma’s latest results proved that investors’ confidence in the company is justified. Valeria Martinez joins Dan Jones to unpack the case for th...

Investing to travel, Experian & Imperial: The Companies and Markets Show

16 May 2025

Contributed by Lukas

We start with Experian’s (EXPN) latest results. Host Dan Jones and Julian Hofmann unpack what went right for the business, how it could fare in the ...

Tariffs, trade deals & investing life lessons: Lee and the IC

13 May 2025

Contributed by Lukas

The period since the last episode of Lee and the IC has been eventful to say the least, and the pair begin by unpacking Donald Trump’s tariffs, the ...

Tech stocks, the future of aviation & Mobico: The Companies and Markets Show

09 May 2025

Contributed by Lukas

We begin with Arthur Sants and Dan Jones discussing the Apple antitrust issue, the iPhone manufacturer's role in Alphabet’s share price fall and Goo...

‘Commodities are the best protection against inflation’: Jasmine Yeo of Ruffer

06 May 2025

Contributed by Lukas

Dave Baxter returns with another IC Interviews, and he sits down with one of the rising stars of fund management, Jasmine Yeo of Ruffer Investment Com...

Riding gold’s rise, ABF & Keystone Law: The Companies and Markets Show

02 May 2025

Contributed by Lukas

Recent results from Associated British Foods (ABF) highlighted that both its food and retail arms are facing some bumps in the road – think falling ...

AB Dynamics, ‘survivor shares’ & Prefs: The Companies and Markets Show

25 Apr 2025

Contributed by Lukas

In another packed episode, host Dan Jones is joined by Christopher Akers to look at half-year results from car testing company AB Dynamics (ABDP)...

Tariffs, gold and weight loss drugs: Charlotte Yonge of Personal Assets Trust

22 Apr 2025

Contributed by Lukas

As a wealth preservation fund, Personal Assets aims to generate returns above inflation using a long-term approach. But with uncertainty rife thanks t...

TT Electronics, more tariffs & S&U: The Companies and Markets Show

18 Apr 2025

Contributed by Lukas

We begin with results from electronics manufacturer, TT Electronics (TTG). Michael Fahy and Arthur Sants explain how its North American and European d...

Tariffs & investing beyond the stock market: The Companies and Markets Show

11 Apr 2025

Contributed by Lukas

As tariffs continue to send markets into a frenzy, the panel gives listeners a rundown of how we got here, what’s happening now and what lies ahead ...

What Trump’s tariffs mean for stocks: The Companies and Markets Show

04 Apr 2025

Contributed by Lukas

The panel unpack details of the swathe of tariffs announced by US President Donald Trump. They discuss what was announced, their curious calculations,...

Housebuilders, Isas & Fevertree: The Companies and Markets Show

28 Mar 2025

Contributed by Lukas

Dan Jones is joined by Natasha Voase to discuss Bellway’s (BWY) results, and what they reveal about the state of the property market. The pair also ...

‘I don’t believe in tech’: Stephen Yiu of Blue Whale Growth

25 Mar 2025

Contributed by Lukas

The Blue Whale Growth fund concentrates on large cap companies across global stock markets. US tech has dominated global indices, investors’ minds a...

The great rotation, the ultra-rich & Close Brothers: The Companies and Markets Show

21 Mar 2025

Contributed by Lukas

Dan Jones is joined by Alex Newman and Julian Hofmann to discuss the shift away from US shares towards Europe and even the UK – and the implications...

Building stocks, Germany’s rearmament & Reach: The Companies and Markets Show

14 Mar 2025

Contributed by Lukas

Mark Robinson sits in for Dan Jones this week and is joined by Michael Fahy to discuss building supplier stocks. The sector has had a rough few years ...

Meeting Vp’s CEO: Lee and the IC

11 Mar 2025

Contributed by Lukas

Anna Bielby took the helm at Vp in September 2023, a year after John took his own stake in the business. In this episode, Bielby, Lord Lee and IC asso...

Where mining goes next, Aberdeen & defence ETFs: The Companies and Markets Show

07 Mar 2025

Contributed by Lukas

We begin with Aberdeen’s (ADBN) results, which pleased the market and sent shares up considerably. Julian Hofmann dives into the recent changes at t...

There are AI winners apart from Nvidia: Nick Train of Finsbury Growth & Income

04 Mar 2025

Contributed by Lukas

Nick Train is the first to admit that his investors haven’t seen the returns they’re used to recently. But despite some calls that haven’t quite...

Rolls Royce, banking stocks and Smith & Nephew: The Companies and Markets Show

28 Feb 2025

Contributed by Lukas

Market darling Rolls Royce (RR) is going from strength to strength. After a return to dividends topped with a lucrative buyback, shares were up 20 per...

Nvidia, Money Supermarket & Wood Group: The Companies and Markets Show

21 Feb 2025

Contributed by Lukas

We begin with Mony Group (MONY), better known as Money Supermarket, whose results showed the insurance industry isn’t struggling as some fear. Mark ...

Vietnam and India will benefit from China’s fall: Carson Block of Muddy Waters Resrearch

18 Feb 2025

Contributed by Lukas

Founded in 2010 by Carson Block, Muddy Waters Research is best known for its short-selling, predominantly in the mid-cap space. In this episode o...

Renishaw, Filtronic & British American Tobacco: The Companies and Markets Show

14 Feb 2025

Contributed by Lukas

Christoper Akers kicks off the podcast with engineer Renishaw’s (RSW) results. From supply chain issues to long-standing murmurs of a sale, find out...

Why finance should be taught in schools: Lee and the IC

11 Feb 2025

Contributed by Lukas

This month, Lord Lee and Alex are joined by Member of Youth Parliament, Cameron Holt. At just 16 years old, Cameron’s goal is to get the government ...

Pharma results, Crest Nicholson & Compass Group: The Companies and Markets Show

07 Feb 2025

Contributed by Lukas

Julian Hofmann opens today’s podcast by unpacking results from AstraZeneca (AZN) and GSK (GSK). AstraZeneca had a particularly strong quarter despit...

Some European stocks will be protected from Trump: Sam Gleave of Liontrust European Dynamic

04 Feb 2025

Contributed by Lukas

In the latest episode of the IC Interviews, Dave Baxter sits down with Sam Gleave of Liontrust’s European Dynamic. The fund seeks out companies...

DeepSeek, Tesco & AJ Bell: The Companies and Markets Show

31 Jan 2025

Contributed by Lukas

Our panel kick off the podcast with a rundown of the latest news from the AI world. Chinese-owned DeepSeek’s smarter and more sustainable design hel...

Predicting the market, US banks & biotech: The Companies and Markets Show

24 Jan 2025

Contributed by Lukas

On the week Donald Trump retook the position of US president, a handful of banking stocks released strong results. Jemma Slingo joins host Dan Jones t...

‘Trusts need to do better’: Boaz Weinstein of Saba Capital

21 Jan 2025

Contributed by Lukas

Dave Baxter and Dan Jones sit down with the founder of Saba Capital, Boaz Weinstein. Last month, Saba sent the investment trust space into disarray by...

Small-cap income stocks & Games Workshop: The Companies and Markets Show

16 Jan 2025

Contributed by Lukas

This week’s episode starts off with a discussion of Games Workshop’s (GAW) results which showed strong core revenues. Valeria Martinez looks at ho...