Investors' Chronicle

IC Interviews: Small-cap stockpicker Rosemary Banyard

10 Oct 2023

Contributed by Lukas

With more than 30 years experience under her belt, Rosemary Banyard is no fledgling in the investment world. She developed her reputation as one of th...

The Companies and Markets Show: Volution, investment trust discounts & the bond yield spike

06 Oct 2023

Contributed by Lukas

On today’s episode, we start with a look at the latest full-year results from underappreciated ventilation equipment group Volution, which has been ...

Partner Content: AI – opportunity or threat?

02 Oct 2023

Contributed by Lukas

ChatGPT has brought artificial intelligence (AI) firmly into investors’ sights in 2023. But, where are we today in terms of AI and its applications,...

The Companies and Markets Show: Pendragon, disinflation and pet care

29 Sep 2023

Contributed by Lukas

Mark Robinson kicks off today’s podcast with a discussion about used-car retailer Pendragon’s (PDG) results. The company’s rating has shifted in...

‘You only need two things to become a successful investor’ | Lee and the IC

27 Sep 2023

Contributed by Lukas

Alex Newman is joined by Lord John Lee in the Financial Times studio, marking the first episode of a new series from the Investors’ Chronicle – Le...

IC Interviews: Simon Barnard of Smithson Investment Trust

26 Sep 2023

Contributed by Lukas

As Investment Manager at Smithson Investment Trust, a growth-focused fund run by the team behind Fundsmith Equity, Simon Barnard is a key player in co...

The Companies and Markets Show: Elixirr, Vodafone and Judges Scientific

22 Sep 2023

Contributed by Lukas

The episode begins with Jemma Slingo, who runs through the recent results from listed management consultant Elixirr. What can the interim figures tell...

The Companies and Markets Show: Melrose, Dowlais and the cost of capital

15 Sep 2023

Contributed by Lukas

Our company experts Michael Fahy and Julian Hofmann begin by sharing their thoughts on recent results from Melrose and Dowlais. What effect has the RT...

The Companies and Markets Show: Housebuilders, the UK economy and Oxford Nanopore

08 Sep 2023

Contributed by Lukas

This week’s episode begins with a discussion of housebuilder Barratt Developments’ results. What makes Barratt different from other housebuilders?...

IC Interviews: Alliance Trust fund selector Craig Baker

05 Sep 2023

Contributed by Lukas

In this episode of IC Interviews, Dave Baxter hosts Craig Baker. As the global chief investment officer of Willis Towers Watson, the firm that chairs ...

The Companies and Markets Show: Prudential’s plan, the German economy and 50 top funds

01 Sep 2023

Contributed by Lukas

This week’s episode begins with a discussion on insurance company Prudential’s results. Is its new growth plan too ambitious? And what are the hea...

The Companies and Markets Show: Arm, M&S, China and BHP

25 Aug 2023

Contributed by Lukas

This week’s episode covers a lot of ground, from smartphone chip designer Arm, to China’s current economic state, to resurgent retailer M&S.We...

IC Interviews: Fund manager Katie Potts

22 Aug 2023

Contributed by Lukas

In the latest IC Interviews, Dan Jones welcomes Katie Potts, lead fund manager for tech- and small cap-focused Herald Investment Trust. In this e...

The Companies and Markets Show: Insurers, weight-loss drugs and survivor shares

18 Aug 2023

Contributed by Lukas

This episode of The Companies and Markets Show begins with a dive into this week’s results from big players in the insurance industry, Aviva and Leg...

The Companies and Markets Show: TI Fluid Systems, the great income reset and small portfolios

11 Aug 2023

Contributed by Lukas

On today’s episode, we start with a look at the latest interim figures from auto parts maker TI Fluid Systems. Next up is this week's cover sto...

The Companies and Markets show: HSBC, AI, and UK small caps

04 Aug 2023

Contributed by Lukas

On this week's episode, HSBC is first up on the docket. Julian Hofmann and Mark Robinson are on hand to make sense of their results. Next up is a...

The Companies and Markets show: Centrica, luxury goods, SJP and GSK

28 Jul 2023

Contributed by Lukas

Following on from the mass of FTSE 100 results released this week, today’s episode focuses on large caps. The team begins by discussing results from...

The Companies and Markets show: Brickability, stars of the FTSE and ME Group

21 Jul 2023

Contributed by Lukas

On today’s episode, our team begins with a discussion about Brickability’s results. What is the company’s position in the market and how well pr...

The Companies and Markets show: Begbies Traynor, the North Sea and pensions

14 Jul 2023

Contributed by Lukas

On today’s episode of The Companies and Markets show, we discuss management consultancy Begbies Traynor’s latest results. What do they tell us abo...

The Companies and Markets show: De La Rue, Top 50 ETFs and savings rates

07 Jul 2023

Contributed by Lukas

On this week’s episode, Dan Jones and co discuss the big topics from the world of finance and investing.First up is currency-printing company De La ...

The Companies and Markets show: Corporate responsibility, Wise and the ‘attention economy’

30 Jun 2023

Contributed by Lukas

Companies editor Mark Robinson fills in for Dan Jones this week and is joined by IC journalists Julian Hofmann and Jemma Slingo.First up is a brief di...

The Companies and Markets show: Halfords, Halma and Meta

23 Jun 2023

Contributed by Lukas

Halford’s results are first on the agenda. Since the pandemic, the motoring and cycling brand has been on somewhat of a rollercoaster, but does its ...

IC Interviews: Lord Lee

20 Jun 2023

Contributed by Lukas

Lord John Lee is an active private investor, a member of the House of Lords and became the UK’s first Isa millionaire in 2003. He has written two bo...

The Companies and Markets show: Housebuilders, small caps and passive funds

16 Jun 2023

Contributed by Lukas

Dan Jones is joined by Mitchell Labiak to discuss housebuilder Crest Nicholson’s results – how has the business been coping since the mini-Budget?...

Partner Content: A Value View Podcast – Building the case for building

12 Jun 2023

Contributed by Lukas

The housing market has long been seen as a key bellwether of the overall state of UK market. But the recent squeeze on the cost of living – namely, ...

The Companies and Markets show: DiscoverIE, interest rates and a big London listing

09 Jun 2023

Contributed by Lukas

On this week's episode of the companies and markets show, DiscoverIE is our result of the week. Mark Robinson is on hand as usual to break them down f...

The Companies and Markets show: Renewi, EVs and Nvidia

02 Jun 2023

Contributed by Lukas

We start with waste management company Renewi, which released full-year results last week. After another tough year as recyclate prices fall, our team...

The Companies and Markets show: US debt, M&S results and a pensions special

26 May 2023

Contributed by Lukas

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...

The Companies and Markets show: British Land, luxury shares and outer space

19 May 2023

Contributed by Lukas

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 r...

The Companies and Markets show: Banks, the American dream and Wetherspoons

12 May 2023

Contributed by Lukas

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...

The Companies and Markets show: Manufacturers, AGMs and the energy transition

05 May 2023

Contributed by Lukas

In this week’s Companies and Markets show, the panel discuss specialist manufacturer Morgan Advanced Materials' results and digs into what drove rev...

The Companies and Markets show: AI prospects, AB Dynamics and an LSE update

28 Apr 2023

Contributed by Lukas

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 ...

The Companies and Markets show: WH Smith, investment trusts and beating the market

21 Apr 2023

Contributed by Lukas

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 gro...

The Companies and Markets show: Tesco, 'greedflation' and the next big market story

14 Apr 2023

Contributed by Lukas

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 r...

The Companies and Markets show: Hilton Food, Dignity and an array of M&A

06 Apr 2023

Contributed by Lukas

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 bus...

The Companies and Markets show: The dollar's demise and saving the City

31 Mar 2023

Contributed by Lukas

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 befo...

The Companies and Markets show: Rentokil & Credit Suisse

24 Mar 2023

Contributed by Lukas

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 la...

IC Interviews: Joel Greenblatt

21 Mar 2023

Contributed by Lukas

Joel Greenblatt is managing director and co-chief investment officer at Gotham Asset Management, having co-founded Gotham in 1985. His written work in...

The Companies and Markets show: The collapse of SVB plus Budget reaction

17 Mar 2023

Contributed by Lukas

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 ...

The Companies and Markets show: Budget preview + London's shaky market

10 Mar 2023

Contributed by Lukas

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 ne...

IC Interviews: Stephen Yiu

07 Mar 2023

Contributed by Lukas

Dave Baxter is joined by Stephen Yiu, lead manager of the popular but embattled Blue Whale Growth fund (GB00BD6PG787). They discuss recent shifts...

The Companies and Markets show: ITV, Persimmon and investing lump sums

03 Mar 2023

Contributed by Lukas

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 ...

The Companies and Markets show: A travel boom and semiconductor wars

24 Feb 2023

Contributed by Lukas

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...

The Companies and Markets show: Banks, Glencore & the FTSE hits 8000

17 Feb 2023

Contributed by Lukas

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 throu...

Partner Content: Why the sky’s the limit for Zipline’s delivery drones

16 Feb 2023

Contributed by Lukas

Supplying life-saving medical supplies by robotic flights in Africa is just the start. Zipline’s co-founder Keller Rinaudo Cliffton talks to Scottis...

IC Interviews: Richard Crawford (TRIG)

15 Feb 2023

Contributed by Lukas

Dave Baxter is joined by The Renewables Infrastructure Group (TRIG) investment manager Richard Crawford. In a wide-ranging discussion they look at the...

The Companies and Markets show: BP & Shell's bumper profits, Unilever, housebuilders

10 Feb 2023

Contributed by Lukas

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 ...

The Companies and Markets show: Vodafone, GSK and the management merry-go-round

03 Feb 2023

Contributed by Lukas

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 de...

Sustainable Views: Should you offset your carbon emissions?

01 Feb 2023

Contributed by Lukas

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 ...

The Companies and Markets show: Pubs, QT, and the big tech jobs cull

27 Jan 2023

Contributed by Lukas

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 & Turn...

The Companies and Markets show: Recession-proof housebuilders, an underrated defence stock and spotting income shares

20 Jan 2023

Contributed by Lukas

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 co...

The Companies and Markets show: Direct Line, platform proactivity, China

13 Jan 2023

Contributed by Lukas

On this episode of the Companies and Markets show, Direct Line is under the spotlight after a stormy December (both literally and figuratively). Then ...

The Companies and Markets show: Ideas of the year 2023 & the outlook for retail

06 Jan 2023

Contributed by Lukas

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 N...

The Companies and Markets show: Currys, AI, and 2022 in review

23 Dec 2022

Contributed by Lukas

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 com...

Sustainable Views: Turning fashion into a sustainable business

16 Dec 2022

Contributed by Lukas

From the environmental impact of certain materials to the huge waste problems caused by discarded clothing, the fashion industry is problematic. Even ...

Partner Content: 2023 – Navigating Uncertainty

12 Dec 2022

Contributed by Lukas

The war in Ukraine, inflation and slowing global growth have sparked uncertainty over the global economy. More than ever, investors will need to under...

The Companies and Markets show: Paragon, Moonpig and should you wait to buy a property?

09 Dec 2022

Contributed by Lukas

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 ...

IC Interviews: Simon Thompson

07 Dec 2022

Contributed by Lukas

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...

Sustainable Views: Looking after your financial health

05 Dec 2022

Contributed by Lukas

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 wa...

The Companies and Markets show: Rethinking asset allocation

02 Dec 2022

Contributed by Lukas

The latest episode of the Companies and Markets show! First up this week, James Norrington asks whether a different risk modelling approach can improv...

Partner Content: A Value View Podcast - Challenging times

01 Dec 2022

Contributed by Lukas

There are a number of serious challenges facing the UK economy – rising energy costs, the cost of living crisis, rising interest rates and mortgage ...

IC Interviews: Evenlode's Ben Peters & Chris Elliott

30 Nov 2022

Contributed by Lukas

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...

The Companies and Markets show: Finding quality in the US and are football clubs a good investment?

25 Nov 2022

Contributed by Lukas

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 ...

Sustainable Views: Sadiq Khan on sustainable cities, finance – and COP

18 Nov 2022

Contributed by Lukas

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 r...

The Companies and Markets show: Shipping, striking and BT

11 Nov 2022

Contributed by Lukas

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 reversa...

Sustainable Views: The Africa COP

07 Nov 2022

Contributed by Lukas

Ahead of this year’s UN climate conference, discussions over the responsibility of the world’s richest countries towards developing economies have...

The Companies and Markets show: GSK, Private Equity Trusts, and two more hot Aim stocks

04 Nov 2022

Contributed by Lukas

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 a...

Partner Content: Exploring Fixed Income Opportunities In Uncertain and Volatile Times

03 Nov 2022

Contributed by Lukas

The current political and financial climate has made fixed income markets volatile and uncertain around the world. However, taking an active approach ...

Sustainable Views: How to speak ‘ESG’

01 Nov 2022

Contributed by Lukas

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 hig...

The Companies and Markets show: Three interesting stocks from the Aim 100-51

28 Oct 2022

Contributed by Lukas

On this episode of the Companies and Markets show, Dan Jones, Julian Hofmann, and Alex Hamer review three interesting stocks from our special feature ...

Trailer: Sustainable Views, the podcast

24 Oct 2022

Contributed by Lukas

Confused about sustainability? You’re not alone. Environmental, social and governance factors, or ESG, are increasingly a headache for business, fin...

The Companies and Markets show: Banks, Bellway and are killer robots the future of defence?

21 Oct 2022

Contributed by Lukas

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 ...

The IC Interviews: Abrdn's Hugh Young

19 Oct 2022

Contributed by Lukas

Dan Jones sits down with Abrdn Asset Management Asia chairman Hugh Young for a wide-ranging discussion, including whether the strength in the dollar i...

The Companies and Markets show: YouGov, software winners, and Musk's Twitter deal back on?

14 Oct 2022

Contributed by Lukas

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 th...

The Companies and Markets show: Tesco, Coca-Cola, and the impact of rising rates

07 Oct 2022

Contributed by Lukas

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 mo...

Noelle Cazalis: “I would expect to see a huge amount of volatility”

05 Oct 2022

Contributed by Lukas

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 ...

The Companies and Markets show: A week of Budget fallout

30 Sep 2022

Contributed by Lukas

A week has passed since chancellor Kwasi Kwarteng's "mini"-Budget that so effectively threw markets into a tailspin. It leaves Dan Jones asking questi...

The Companies and Markets show: Kingfisher, Netflix, and what makes a good 'economic moat'?

23 Sep 2022

Contributed by Lukas

First up on this episode of the Companies and Markets show is Kingfisher under the spotlight, with Dan Jones welcoming Christopher Akers to the pod. T...

Dan McCrum: Lessons from the Wirecard scandal

21 Sep 2022

Contributed by Lukas

IC deputy editor Dan Jones is joined on this episode by Dan McCrum, part of the Financial Times investigations team and author of Money Men, the story...

Companies & Markets Show: ITM Power, Trussonomics and the challenges for UK healthcare and biotechs

16 Sep 2022

Contributed by Lukas

On this week's Companies and Markets show, the team discuss a reality check for hydrogen hope ITM Power (ITM), whose annual results sparked ...

The Companies & Markets Show: Emerging markets, Hargreaves' charges and Top 50 Funds

09 Sep 2022

Contributed by Lukas

On this week's Companies and Markets Show associate editor and guests delve into recent results from fund manager Ashmore and what they could signify ...

Partner Content: Winners and losers

07 Sep 2022

Contributed by Lukas

Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look m...

The Companies and Markets show: Braemar, Shell & BP, what is behind Sterling's weakness?

02 Sep 2022

Contributed by Lukas

On this week's Companies and Markets show, shipping company Braemar is under the spotlight as our result of the week, and with transactions on the ris...

Liontrust's Anthony Cross: Recessions tend to be more regional in their impact

31 Aug 2022

Contributed by Lukas

Anthony Cross, co-manager of the popular Liontrust Special Situations fund, talks to Dave Baxter about the good and bad news coming out of his portfol...

The Companies and Markets show: Cineworld flops, Hunting tops, Blockbuster drugs & HL's secret deal

26 Aug 2022

Contributed by Lukas

In a bumper episode of the Companies and Markets show Dan Jones hosts first a discussion of online versus in-person retailers, leading into Cineworld'...

The Companies and Markets show: Gambling sector, Balfour Beatty, and why to stick with equities

19 Aug 2022

Contributed by Lukas

On this episode of the Companies and Markets show, the Dan Jones and co discuss the gambling sector after a raft of recent updates from the likes of 8...

Day trader Michael Taylor: "Losers average losers"

17 Aug 2022

Contributed by Lukas

IC columnist and day trader Michael Taylor sits down with Dan Jones in this episode of the IC Interviews podcast. In a wide ranging discussion, Michae...

The Companies and Markets show: Canaries in the coalmine

12 Aug 2022

Contributed by Lukas

On this episode of the Companies and Markets show, we review results season and ask where the canaries in the coalmine have been, and consequently who...

The Companies and Markets show: Pearson, Rolls-Royce, and the UK audit market

05 Aug 2022

Contributed by Lukas

On this week's episode, Dan Jones hosts Alex Newman, Mark Robinson and Michael Fahy to discuss two potential turnaround stocks in Pearson and Rolls-Ro...

The Companies and Markets show: Which companies are most inflation proof?

29 Jul 2022

Contributed by Lukas

On this week's episode, Dan Jones welcomes Mark Robinson to the studio to discuss some of the companies best placed to cope with inflation. Their disc...

IC Interviews: Jon Forster (Impax Environmental Markets)

28 Jul 2022

Contributed by Lukas

It’s not been an easy year for environmentally focused funds, as the market rotation into value-focused equities has delivered a body blow to the sh...

Partner Content: Connected Investor Podcast - Seeing stars (and stripes)

25 Jul 2022

Contributed by Lukas

The US economy is the driver of much of the world’s growth. Is it on the ropes as inflation soars and interest rates are hiked, as is being suggeste...

The Companies and Markets show: Mining fortunes, comparing economic eras, and why won't companies list in London?

22 Jul 2022

Contributed by Lukas

On this week's episode, Alex Hamer returns to the podcast to assess BHP and Rio Tinto's more recent fortunes - are we reaching a turning point of thei...

The Companies and Markets show: Haleon listing, the business of psychedelics, and a European gas crisis

15 Jul 2022

Contributed by Lukas

On this week's show, we get the breakdown on GSK spinoff Haleon which is set to list next week.Then Arthur Sants takes a fascinating dive into the bus...

The Companies and Markets show: Robert Walters, Top 50 ETFs, and the dangers of investing in unlisted assets

08 Jul 2022

Contributed by Lukas

On this week's episode of the Companies and Markets show, recruiter Robert Walters is the result of the week; how long can they continue to ride the s...

Companies and Markets show: Wise, small-cap bosses, and investment clubs

01 Jul 2022

Contributed by Lukas

On this week's Companies and Markets Show, Arthur Sants examines whether payments app Wise can maintain its impressive growth rates, the team discusse...

The Companies and Markets show: Ocado, DS Smith, Lessons from VCs

24 Jun 2022

Contributed by Lukas

Welcome to the wonderful world of cardboard boxes as we review packaging business DS Smith as our result of the week! Companies writer Jemma Slingo br...

Guy Spier: Our brains didn’t evolve for a modern economy

23 Jun 2022

Contributed by Lukas

To be a successful stock picker over a long period of time, not only do you have to be a scrupulous researcher, you also have to guard against powerfu...

The Companies and Markets show: Are we headed for a housing market downturn?

17 Jun 2022

Contributed by Lukas

On this week's episode Alex Newman and Mitchell Labiak join Dan Jones to discuss our result of the week, housebuilder Crest Nicholson, before turning ...

Scottish Mortgage’s Burns: Radical innovation always matters

15 Jun 2022

Contributed by Lukas

Scottish Mortgage Investment Trust's (SMT) shareholders have had a rollercoaster ride in recent years. The trust's share price has more than halved si...