Investors' Chronicle
Episodes
Graham Harrison: 'Chasing after returns is always going to have some risk"
05 Jan 2021
Contributed by Lukas
The destruction of risk free returns thanks to low interest rates means investors have to understand the risks inherent in chasing gains from assets l...
James Anderson: “Tesla’s rise is a symbol of a revolution in energy”
30 Dec 2020
Contributed by Lukas
Baillie Gifford’s flagship fund, Scottish Mortgage Investment Trust (SMT), has delivered eye watering returns in recent years. In 2020 alone, t...
Jeremy Grantham: “We have to run as if our lives depend on it”
24 Dec 2020
Contributed by Lukas
Jeremy Gratham, co-founder of GMO Asset Management speaks to Nilushi Karunaratne about whether companies, governments and investors are taking enough ...
Randy Smallwood: I don’t think we’re anywhere near the highs of gold and silver
21 Dec 2020
Contributed by Lukas
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 ge...
The Alpha Podcast: Tech, takeovers and the trouble with momentum
18 Dec 2020
Contributed by Lukas
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 Rubbe...
Not your normal finance show: Covid-Christmas!
16 Dec 2020
Contributed by Lukas
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. Hosted on Acast. ...
Jim Rogers: "I'd rather be here than there"
14 Dec 2020
Contributed by Lukas
This week our guest is the American investor, former fund manager and financial commentator Jim Rogers. A noted China and commodities bull, he moved t...
The Alpha Podcast: Behind the balance sheet
11 Dec 2020
Contributed by Lukas
Phil Oakley chats with former analyst and hedge fund investor Steve Clapham about his new book and how to research companies well. Hosted on Acast. Se...
Not your normal finance show: V-Day
09 Dec 2020
Contributed by Lukas
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 fr...
Keith Ashworth-Lord: “Don’t bet against the UK"
07 Dec 2020
Contributed by Lukas
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 bet...
Alpha Podcast: Quality control
04 Dec 2020
Contributed by Lukas
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...
Dr Bronwyn King: “With tobacco, engagement is futile”
03 Dec 2020
Contributed by Lukas
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 ...
Not your normal finance show: The magic of gaming
02 Dec 2020
Contributed by Lukas
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 ...
Alpha Podcast: Battered Britain
27 Nov 2020
Contributed by Lukas
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 d...
Not your normal finance show: DIY-ing to get back to normality
25 Nov 2020
Contributed by Lukas
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 hav...
Robin Parbrook: “So much of what I see in our industry in the name of ESG is just greenwashing”
23 Nov 2020
Contributed by Lukas
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...
The Alpha Podcast: Sticking with quality shares
20 Nov 2020
Contributed by Lukas
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...
Not your normal finance show: Football without fans
18 Nov 2020
Contributed by Lukas
English stadiums have been fanless since football returned on June 17th, with plans to gradually reintroduce them at the start of October cancelled by...
Nick Hubble: Poor financial literacy has allowed the financial industry “run riot over its customers”
16 Nov 2020
Contributed by Lukas
In October Nick Hubble teamed up with Nigel Farage to launch Fortune & Freedom, a morning newsletter which aims to help people take control of the...
Not your normal finance show: Motoring ahead
11 Nov 2020
Contributed by Lukas
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 thi...
Roddy Snell: “I’ve rarely been so bullish on Asia”
09 Nov 2020
Contributed by Lukas
Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Leading Companies ...
Partner content: Decoding the Markets – The Time is Tech
09 Nov 2020
Contributed by Lukas
Many major tech companies have seen their share prices skyrocket in the last decade and the recent pandemic has propelled some companies’ prices eve...
The Alpha Podcast: Surviving lockdown
06 Nov 2020
Contributed by Lukas
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...
Not your normal finance show: Very eventful
04 Nov 2020
Contributed by Lukas
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 ...
Partner content: Investing in the Middle of Madness
02 Nov 2020
Contributed by Lukas
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 ke...
Chuka Umunna: “I’m often bemused by the old advocates who still bang on about shareholder primacy”
02 Nov 2020
Contributed by Lukas
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 Alpha Podcast: John Rosier
30 Oct 2020
Contributed by Lukas
On this week's Alpha podcast John Hughman talks to the IC's private investor diarist John Rosier about maintaining discipline in choppy markets, ...
Not your normal finance show: pre-election jitters
28 Oct 2020
Contributed by Lukas
In a year like no other, it is hardly surprising that the US presidential election has, so far, been like no other. Hosted on Acast. See acast.com/pr...
Decoding the Markets: Currency Conundrum
26 Oct 2020
Contributed by Lukas
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...
Nick Train: “We hate selling”
26 Oct 2020
Contributed by Lukas
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 th...
The Alpha Podcast: Brand power
23 Oct 2020
Contributed by Lukas
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 –...
A dog is for life, not just for lockdown
21 Oct 2020
Contributed by Lukas
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...
Tim Harford: "There is a short-term penalty and a long-term reward to contrarianism"
19 Oct 2020
Contributed by Lukas
This week we speak with the economist and broadcaster Tim Harford, presenter of More or Less on BBC Radio 4 and the podcast Cautio...
The Alpha Podcast: Delivering returns
16 Oct 2020
Contributed by Lukas
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 econo...
Richard Curtis: “Change your pension and go to the cinema”
12 Oct 2020
Contributed by Lukas
The IC interviews Richard Curtis, prolific screen writer and co-founder of Make My Money Matter Hosted on Acast. See acast.com/privacy for more inform...
The Alpha Podcast: Bargain hunting
09 Oct 2020
Contributed by Lukas
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 ...
Not your normal finance show: Boohoo's bad business
07 Oct 2020
Contributed by Lukas
Boohoo’s ethical misdemeanours have not translated to poor sales or share price growth. But could the environmental and social concerns raised by th...
Blake Hutchins: “I would implore UK investors not to be too downbeat on our companies”
05 Oct 2020
Contributed by Lukas
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-m...
The Alpha Podcast: Don't write off retail
02 Oct 2020
Contributed by Lukas
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 pandem...
Not your normal finance show: Always working
30 Sep 2020
Contributed by Lukas
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 hospita...
The Alpha Podcast: Travel crunch
25 Sep 2020
Contributed by Lukas
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...
Staying put
23 Sep 2020
Contributed by Lukas
Google searches for the word ‘staycation’ have spiked in 2020. Brits fearing unpleasant air travel, hostile international hosts or an unexpected t...
Mike Riddell: “Inflation is the enemy for all financial asset classes”
21 Sep 2020
Contributed by Lukas
Government bonds were one of the only reliable portfolio diversifiers when equity markets crashed earlier this year, but they now face several pressin...
The Alpha Podcast: What next for Next and the housebuilders?
18 Sep 2020
Contributed by Lukas
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 res...
Beer is best
16 Sep 2020
Contributed by Lukas
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 ...
John Kay: “I’m coming to the conclusion that the public equity markets as we know them are a 20th century phenomenon”
14 Sep 2020
Contributed by Lukas
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...
IC Alpha Podcast: Diamonds in the rough
11 Sep 2020
Contributed by Lukas
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 disas...
John Baron: "Investment trusts are a superior investment option"
07 Sep 2020
Contributed by Lukas
On this episode of the IC Interviews, editor John Hughman speaks to the magazine’s regular investment trust columnist John Baron.A former fund manag...
Investment Hour: ESG's dirty secret
03 Sep 2020
Contributed by Lukas
For the vast majority of investors, the stock market remains primarily a place for making money work harder. But increasingly, environmental and socia...
Peter Toogood: "Apparently the only stocks you need to own in the world are the five American FAANG stocks"
01 Sep 2020
Contributed by Lukas
Peter Toogood is the chief investment officer at retirement solutions provider Embark Group, having worked for 25 years in financial service...
The Investment Hour: Hanging Up
27 Aug 2020
Contributed by Lukas
BT’s chief executive seems to have spent much of the last few weeks preparing his company for a hostile takeover approach. The fate awaiting BT and ...
To PE or not to PE?
20 Aug 2020
Contributed by Lukas
Private equity has developed a bad reputation for extracting value from companies and then foisting their remnants on unsuspecting equity ma...
The Investment Hour: The platform paradox
13 Aug 2020
Contributed by Lukas
The platform market has changed a lot since Hargreaves Lansdown launched in the UK nearly 40 years ago. The market's growth in products, information a...
Walter Price: "The Chinese are a force to be reckoned with in technology"
07 Aug 2020
Contributed by Lukas
Last week was big for US tech - with a fiery Congressional hearing and bumper quarterly earnings. “With the exception of Amazon, all of these compan...
The Investment Hour: a new arms race?
06 Aug 2020
Contributed by Lukas
Coronavirus has intensified the growing animosity between the world’s two great superpowers, China and the US, and worries are mounting that t...
Ben Rogoff: “Artificial intelligence remains the most powerful thing we invest in”
31 Jul 2020
Contributed by Lukas
'What comes next for investment in the tech sector?’ is a question Mary McDougall put to Ben Rogoff, lead investor at the hugely popular Polar Capit...
The Investment Hour: All that glitters…
30 Jul 2020
Contributed by Lukas
Gold has reached $2,000 an ounce on the futures market this month and gotten very close in spot terms as well. The precious metal has been trading at ...
Ronald Cohen: The future of socially responsible investing
27 Jul 2020
Contributed by Lukas
Sir Ronald Cohen is described as the ‘father of British venture capital’, having co-founded Apax Partners in 1972. For nearly twenty years he...
Investment Hour: Coronavirus update
23 Jul 2020
Contributed by Lukas
Pharmaceutical progress in the war on coronavirus has accelerated this week and share prices have leapt as a result. On this week’s podcast John Hug...
The Investment Hour: The big income conundrum
16 Jul 2020
Contributed by Lukas
The trimming or cancelling of dividends in the UK is incredibly significant. With income expected to be significantly lower in 2020 than it was in 201...
IC Interviews: Michael Mauboussin
13 Jul 2020
Contributed by Lukas
Few financial experts speak with such authority about psychology in investing as Michael Mauboussin. He’s written the book on behavioural finance –...
The Investment Hour: Cold War 2 – US
10 Jul 2020
Contributed by Lukas
After suffering the fastest bear market in history in March America's stock markets have powered to new heights on the back of the strength of its tec...
The IC interviews: Sir Martin Sorrell
06 Jul 2020
Contributed by Lukas
Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.WPP-founder Sir Martin S...
The IC Interviews: Andy Bell
06 Jul 2020
Contributed by Lukas
Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.Alex Newman spoke to platform...
The IC Interviews: Derek Leatherdale
06 Jul 2020
Contributed by Lukas
Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.Risk management expert and fo...
The IC Interviews: Carson Block
06 Jul 2020
Contributed by Lukas
Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.Megan Boxall speaks to famed ...
Cold War 2: China
02 Jul 2020
Contributed by Lukas
Is the potential growth in China worth the risk to western investors? Or has the recent escalation of tensions between China and Hong Kong made this a...
The Investment Hour: Corporate virtue
25 Jun 2020
Contributed by Lukas
Whatever your views on the social and political implications of recent protests against racial inequality, their message has dredged up a thorny subje...
Liquidity: the good, the bad and the investment strategy
18 Jun 2020
Contributed by Lukas
Liquidity or illiquidity is a tentative topic for British investors, especially in the wake of the Woodford fiasco of 2019. In coronavirus markets, li...
The Investment Hour: Reopening Britain
11 Jun 2020
Contributed by Lukas
As full lockdown begins to ease, Britain is starting to get back on its feet. But what state is the consumer industry in? And is it prepared for the c...
The Investment Hour: How is healthcare holding up?
04 Jun 2020
Contributed by Lukas
Vaccine and treatment progress in the war on coronavirus is unsurprisingly capturing investor attention. But there is a world of healthcare beyond the...
The Investment Hour: Living in a bubble
28 May 2020
Contributed by Lukas
Bubbles are both an exciting and terrifying part of market life, offering investors the potential for both huge gains and also massive losses. But how...
Income from equities amid dividend cuts and inflation protection
22 May 2020
Contributed by Lukas
Mary McDougall explains how you can get income from equities even amid dividend cuts. Ed Smith, head of asset allocation research at Rathbones, c...
The Investment Hour: The new future
21 May 2020
Contributed by Lukas
For all the challenges posed by coronavirus, the crisis also provides multiple opportunities for renewal. That’s the theme of our series of features...
Index beating US opportunities and the importance of valuations
15 May 2020
Contributed by Lukas
In this week’s show Cormac Weldon, manager of Artemis US Select Fund, explains how he outperforms the notoriously difficult to beat S&P 500 inde...
The Investment Hour: Health, wealth and happiness?
14 May 2020
Contributed by Lukas
Britain is reopening – slowly. After the announcement of UK economic data, it has become clear that an easing of lockdown measures has become vital ...
Invest like Buffett in turbulent times
09 May 2020
Contributed by Lukas
In challenging times, investors have looked to the king of investing for some guidance. Warren Buffett has delivered – but perhaps not in the way th...
Bond funds for income and how to select strong smaller companies
07 May 2020
Contributed by Lukas
On this week’s show Dave Baxter explains how to get a good income by selectively investing in bonds. And Stuart Widdowson, manager of Odyssean Inves...
Funds for volatile oil markets & how to avoid making investment mistakes
01 May 2020
Contributed by Lukas
On this week’s show Darius McDermott, managing director of Chelsea Financial Services, looks at what effects oil price volatility is having on diffe...
The Investment Hour: Coronavirus ripple effect
01 May 2020
Contributed by Lukas
Six weeks of lockdown have unsurprisingly squeezed our spending. But the pain isn’t just being felt by the companies where you usually splash y...
Resilient investment trusts for market madness and safe havens
24 Apr 2020
Contributed by Lukas
This week Annabel Brodie-Smith, communications director at the Association of Investment Companies, updates on how investment trusts have been pe...
The Investment Hour: Oil mayhem
24 Apr 2020
Contributed by Lukas
On this week's Investment Hour the IC team get to grips with a crazy week on the oil markets, while Phil Oakley reveals a safe haven share for turbule...
Alternative income investment trusts and Scottish Mortgage write down
17 Apr 2020
Contributed by Lukas
In this week's show Dave Baxter highlights some alternative assets which offer an attractive income, and suggests some investment trusts with whi...
Buyback Mountain
17 Apr 2020
Contributed by Lukas
On this week's IC Companies & Markets Show John Hughman and Phil Oakley talk about why investors should be wary of companies favouring buybacks ov...
Bargain funds & investment trusts, and your shareholder rights in lockdown
09 Apr 2020
Contributed by Lukas
On this week's show Dave Baxter looks at which parts of markets may present and suggests some funds with which to access them. Dave also explains why ...
Companies & Markets Show: Margin of safety
09 Apr 2020
Contributed by Lukas
On this week's Companies & Markets Show editor John Hughman speaks to Alex Newman and the companies team about their hunt for safe sectors am...
Beating the dividend drought & smaller cos vet Banyard on Buffettology & more
03 Apr 2020
Contributed by Lukas
This week Dave Baxter explains why despite increasing numbers of UK companies slashing their dividends investment trusts should be able to continue to...
Companies & Markets Show: The new normal
02 Apr 2020
Contributed by Lukas
On this week's Companies & Markets Show John Hughman talks to Megan Boxall about why Covid-19 could permanently change the way the world works, an...
Good ways to mitigate market falls and how to enter turbulent markets
27 Mar 2020
Contributed by Lukas
On this week’s show Dave Baxter explains why funds which take an environmental, social and governance (ESG) investment approach have recently fared ...
Companies & Markets Show: Surviving the dividend crunch
26 Mar 2020
Contributed by Lukas
On this week's Companies & Markets Show John Hughman talks to Alex Newman and Phil Oakley about how income-seekers can survive the divid...
Companies & Markets Show: Fighting back
19 Mar 2020
Contributed by Lukas
On this week's Companies & Markets Show editor John Hughman talks to Megan Boxall and Phil Oakley about how science and government ...
Companies & Markets Show: CORONAGEDDON
13 Mar 2020
Contributed by Lukas
On this week's Companies & Markets Show John Hughman and Phil Oakley survey the damage Covid-19 has inflicted on global stock markets and explain ...
Personal Finance Show: Coronavirus diversifiers and what the Budget means for your pension
12 Mar 2020
Contributed by Lukas
With markets tumbling and economies on lockdown, much of this week's Budget was focused on tackling the worst effects of the coronavirus. But with som...
Personal Finance Show: How to manage money through volatility
06 Mar 2020
Contributed by Lukas
On this week's show Jason Hollands, managing director at Tilney Group, explains why you should not panic sell during falling markets and sets out some...
Companies & Markets Show: Turbulent times
05 Mar 2020
Contributed by Lukas
On this week's Companies & Markets Show editor John Hughman talks to regular contributor and our new daily Market Outlook writer Neil Wilson to as...
Personal Finance Show: Good investment strategies and how to avoid scams
28 Feb 2020
Contributed by Lukas
On this week's show James Norton, senior investment planner at Vanguard UK, highlights some bad investment habits and steps you can take to avoid...
Companies & Markets Show: Crunch time
27 Feb 2020
Contributed by Lukas
On this week's IC Companies and Markets Show John Hughman and Phil Oakley discuss the potential economic and market impact of the coronavirus. Ho...
Personal Finance Show: True portfolio diversification and UK tech opportunities
21 Feb 2020
Contributed by Lukas
In this week's show Dave Baxter explains why holding different assets might not diversify your portfolio as much as you think and what you need to do ...
Manic Miners
20 Feb 2020
Contributed by Lukas
On this weeks IC Companies and Markets Show editor John Hughman talks to commodities correspondent Alex Hamer and trader Michael Taylor about the...
Interview: Adding emerging value and avoiding traps
19 Feb 2020
Contributed by Lukas
Andrew Ness, co-manager of Templeton Emerging Markets Investment Trust (TEM), explains how he tries to spot value and avoid traps, and what has recent...