Investors' Chronicle
Episodes
Extraction Podcast: Big changes at BP
19 Feb 2020
Contributed by Lukas
New BP chief executive Bernard Looney has stamped his authority on the company in his first month in the job, committing to getting the oil and gas su...
Personal Finance Show: UK equities worth the risk and finding funds’ value for money
14 Feb 2020
Contributed by Lukas
On this week's show Dave Baxter looks at how a professional investor is managing UK equity risk, and which parts of the market and companies she think...
Companies & Markets Show: Skin in the game
14 Feb 2020
Contributed by Lukas
On this week's Companies & Markets Show John Hughman and Phil Oakley talk about why directors should own shares in the companies they run, the att...
Extraction Podcast: Gemfields returns to London
13 Feb 2020
Contributed by Lukas
After a dramatic exit from London in 2017, Gemfields (SA:GML) is coming back. The emerald and ruby miner and Fabergé owner was taken off Aim by ...
Personal Finance Show: Investing beyond the coronavirus and when cash is king
07 Feb 2020
Contributed by Lukas
On this week's show Mary McDougall explains why professional investors don't think that the corona virus will impact China's long-term growt...
Companies & Markets Show: Stiff competition
06 Feb 2020
Contributed by Lukas
On this week's Companies & Markets Show John Hughman and Phil Oakley talk about news that the CMA is planning to investigate competition acro...
Personal Finance Show: Payback time for Woodford and how to access property
31 Jan 2020
Contributed by Lukas
On this week’s show Dave Baxter looks at how much money investors trapped in Neil Woodford’s former fund are getting back. Adrian Lowcock, head of...
Companies & Markets Show: Motoring along
30 Jan 2020
Contributed by Lukas
On this week's Companies & Markets Show Phil Oakley tells John Hughman why Auto Trader is one of his favourite businesses, asks if Apple's shares ...
Personal Finance Show: The right routes to gold and property, and the importance of being able to sell
24 Jan 2020
Contributed by Lukas
On this week’s show Rachel Winter, associate investment director at Killik & Co, considers whether gold is good way to diversify your portf...
Companies & Markets Show: Going flat
23 Jan 2020
Contributed by Lukas
On this week's Companies & Markets Show John Hughman and Phil Oakley talk about why Fevertree is losing its fizz, JD Wetherspoon's winning pu...
Personal Finance Show: American value for money and bonds with better returns
17 Jan 2020
Contributed by Lukas
On this week's show Dave Baxter looks at what areas professional investors think could do well and how you can access them. David Jane, ...
Companies & Markets Show: Everything's coming up Rosier
16 Jan 2020
Contributed by Lukas
On this week's Companies & Markets Show editor John Hughman is joined by full-time private investor and regular columnist John Rosier to hear abou...
Personal Finance Show: The world's best yields and how to lose less tax
10 Jan 2020
Contributed by Lukas
On this week's show Dave Baxter looks at which regions generate the highest yields and best the funds to tap into them. Jonathan Moyes, head of i...
Companies & Markets Show: Quality control
09 Jan 2020
Contributed by Lukas
On the first Companies & Markets Show of the new decade, editor John Hughman talks to Phil Oakley about the quality strategy behind his Fantasy Si...
Personal Finance Show: Opportunities in UK mid-caps and well positioned funds for 2020
03 Jan 2020
Contributed by Lukas
On this week’s show Guy Anderson, manager of Mercantile Investment Trust, assesses the prospects for UK equities, and highlights the risks and oppor...
Personal Finance Show: Emerging opportunities and embracing UK uncertainty
20 Dec 2019
Contributed by Lukas
In this week's show Dave Baxter considers the prospects for emerging markets and Ben Seager-Scott, head of multi-asset funds at Tilney Group, sug...
Companies & Markets Show: Top tip
19 Dec 2019
Contributed by Lukas
On this week's Companies & Markets Show editor John Hughman talks to Algy Hall about why 2019 has been a good vintage for our Tips of the Year. Ho...
Personal Finance Show: A Boris bounce for the long term?
13 Dec 2019
Contributed by Lukas
After years in the doldrums, both sterling and domestic-facing UK equities have made large gains on the back of a successful general election for the ...
Companies & Markets Show: Deal or no deal
12 Dec 2019
Contributed by Lukas
On this week's IC Companies & Markets Show editor John Hughman talks to Phil Oakley about the good, the bad, and the ugly of acquisitions. Hosted ...
Personal Finance Show: Inheritance tax: spotting pitfalls as the net widens
06 Dec 2019
Contributed by Lukas
With property prices and equity markets rising for much of the last decade, more and more families are paying inheritance tax (IHT). IHT receipts hit ...
Companies & Markets Show: Out for the count
05 Dec 2019
Contributed by Lukas
On this week's Companies & Markets Show editor John Hughman talks to Phil Oakley about how to spot the signs that could derail a company's share p...
Personal Finance Show: Brexit, Woodford and other UK equity opportunities
29 Nov 2019
Contributed by Lukas
The uncertainty hanging over UK equities has translated into less activity on the IPO front this year - but any clarity could spell an end to the bott...
Companies & Markets Show: All hail the conkerer
28 Nov 2019
Contributed by Lukas
On this week's Companies & Markets Show John Hughman and Phil Oakley talk to special guest Peter Higgins, founder of Conkers Corner, about hi...
Interview: Plotting Asia Dragon's return to out performance
26 Nov 2019
Contributed by Lukas
Asia Dragon Trust (DGN) had not performed so well earlier in the decade, but last year and so far this year its performance has been mu...
Personal Finance Show: Good out performance and how to find genuine value
22 Nov 2019
Contributed by Lukas
In this week's show Noelle Cazalis, co-manager of Rathbone Ethical Bond, explains how the fund outperforms many peers that don't have an ethical ...
Companies & Markets Show: New power generation
21 Nov 2019
Contributed by Lukas
On this week's IC Companies and Markets Show editor John Hughman talks to Algy Hall about the dividend-paying small caps behind one of his most consis...
Paid Post: Decoding the election
20 Nov 2019
Contributed by Lukas
The deadline for constituency nominations for the 12 December general election has passed, providing interesting insight into potential outcomes. IG I...
Companies & Markets Show: Good value hunting
15 Nov 2019
Contributed by Lukas
On the week's IC Companies & Markets Show editor John Hughman talks to Phil Oakley about the turnaround challenges faced by FirstGroup and BT, the...
Personal Finance Show: How to select the best investment trusts and investing optimistic investing
15 Nov 2019
Contributed by Lukas
On this week's show Peter Walls, manager of Unicorn Mastertrust, a fund of investment trusts, sets out what he looks for when selecting holdings, and ...
Interview: Seeking good returns through the cycle via European Assets
14 Nov 2019
Contributed by Lukas
Sam Cosh, manager of European Assets Trust (EAT), says how he selects smaller companies that should be able to make good returns through the...
Paid Post: Is the UK investable ahead of the election?
13 Nov 2019
Contributed by Lukas
December's general election is being steered by Brexit and a slowing UK economy. Political economist Ruth Lea weighs up UK plc's strengths and weaknes...
Personal Finance Show: Waiting for Woodford to come good and consistent income options
08 Nov 2019
Contributed by Lukas
On this week's show Colin Low, managing director of Kingsfleet Wealth, sets out what you need to consider if you are invested in one of the former Woo...
Companies & Markets Show: When doves cry
07 Nov 2019
Contributed by Lukas
On this week’s Companies & Markets Show editor John Hughman talks to Neil Wilson, chief market analyst at Markets.com, about what dovish signals...
Interview: Exploiting income opportunities home and away
06 Nov 2019
Contributed by Lukas
James Harries built up a strong record as a global equity income investor at Newton Investment Management but four years ago left to join Troy As...
Paid Post: Can the election clear the market air?
06 Nov 2019
Contributed by Lukas
The general election offers markets hope for a turning point in the Brexit saga. IG's Joshua Mahoney and Joshua Warner assess the likely impact of the...
Personal Finance Show: Value on the rise, a UK equity conundrum & the latest Woodford crossroads
01 Nov 2019
Contributed by Lukas
Fresh twists and turns in the Brexit process have left UK equity investors with little certainty but plenty of potential opportunities. In this week's...
Companies & Markets Show: Margin of safety
31 Oct 2019
Contributed by Lukas
On this week's Companies & Markets Show editor John Hughman talks to Simon Thompson about how his Ben Graham-inspired approach has delivered stunn...
Personal Finance Show: Woodford Patient Capital's manager move and environmental opportunities
25 Oct 2019
Contributed by Lukas
Onthis week's show Dave Baxter looks at who Woodford Patient Capital Trust's new managers will be, what their experience is and what they wi...
Companies & Markets Show: Shifting shares with Michael Taylor
24 Oct 2019
Contributed by Lukas
On this week's Companies & Markets Show editor John Hughman talks to trader Michael Taylor about a topic of much mystique – the role of market m...
Paid Post: Decoding Brexit – part 1
23 Oct 2019
Contributed by Lukas
When will sterling start trading on fundamentals and not on Brexit? Will UK equities rise if there’s a deal? Peter Dixon, Global Financial Economist...
Personal Finance Show: Woodford windup and tempering trade storms
18 Oct 2019
Contributed by Lukas
In this week's show deputy personal finance editor Dave Baxter looks at why it was decided to close LF Woodford Equity Income Fund and what is going t...
Goodbye Europe
17 Oct 2019
Contributed by Lukas
Editor John Hughman and Phil Oakley discuss the effect of a Brexit breakthrough on the stock market, Dominos beating a retreat from Europe, why AO Wor...
Paid Post: Recession watch – part 4
16 Oct 2019
Contributed by Lukas
A eurozone slowdown is anticipated, triggered by recession fears in Germany, domino effects from the US/China trade war and Brexit uncertainty weighin...
Interview: Seeking the best stock pickers
16 Oct 2019
Contributed by Lukas
Two years ago Alliance Trust (ATST) shareholders voted in favour of adopting a multi-manager approach, whereby a fund's manager outsources invest...
Personal Finance Show: The many uses of multi asset and the best bonds for income
11 Oct 2019
Contributed by Lukas
On this week's show deputy personal finance editor Dave Baxter sets out the many uses of multi-asset funds. Rory McPherson, head of investment st...
Companies & Markets Show: Best of Brexit
10 Oct 2019
Contributed by Lukas
On this week's IC Companies and Markets Show editor John Hughman talks to Algy Hall about why his UK-centric stock screen is shrugging off the Brexit ...
Paid Post: Recession watch – part 3
09 Oct 2019
Contributed by Lukas
After a decade of growth, is the US economy set to contract? Should positivity over unemployment reaching a 50-year low be tempered by signs of a slow...
Personal Finance Show: Limiting losses, equity opportunities and the best bond bets
04 Oct 2019
Contributed by Lukas
On this week's show Andrew Cole, head of multi asset at Pictet Asset Management, explains to AIC broadcast journalist of the year Leonora Walters how ...
Companies & Markets Show: Seeing red
03 Oct 2019
Contributed by Lukas
On this week's IC Companies and Markets Show editor John Hughman talks to Phil Oakley about what 'Drastic' Dave Lewis's departure will mean for Tesco,...
Interview: Seeking resilient stocks and sectors
02 Oct 2019
Contributed by Lukas
UK equities are out of favour with investors globally but Richard Penny, manager of FP CRUX UK Special Situations Fund (GB00BG5Q5X24), argue...
Paid Post: Recession watch – part 2
02 Oct 2019
Contributed by Lukas
Another set of high level talks between the US and China are due to take place this month in the hopes of brokering a deal to put an end to the curren...
Personal Finance Show: Direct lending and the hunt for yield
27 Sep 2019
Contributed by Lukas
On this week’s show, fund manager David Conlon talks about the advantages and challenges of investing for income via direct lending in the real asse...
Companies & Markets Show: A week to remember
26 Sep 2019
Contributed by Lukas
On this week's Companies & Markets Show editor John Hughman rounds up a crazy week in politics and finance, talks to Algy Hall about his 'so bad, ...
Paid Post: Recession watch
25 Sep 2019
Contributed by Lukas
The UK economy's been slowing steadily for the past couple of years, and GDP contracted in Q2. As well as leaning heavily on the pound for three years...
The Extraction Podcast: Investing through cycles with Orion
24 Sep 2019
Contributed by Lukas
Orion Resource Partners is a major player in the mining space, with $6bn under management. Portfolio manager Philip Clegg talks us through his long-te...
Personal Finance Show: Bargain hunting with investment trusts and reducing retirement tax
20 Sep 2019
Contributed by Lukas
Deputy personal finance editor Dave Baxter looks at how to use investment trusts to profit from unloved markets, out of favour areas an...
Companies & Markets Show: Talking shop
19 Sep 2019
Contributed by Lukas
On this week's IC Companies & Markets Show editor John Hughman talks to Phil Oakley about why Kingfisher is ripe for a breakup, why investors shou...
Personal Finance Show: IC Top 100 Funds 2019 and Merian's unquoted sale
13 Sep 2019
Contributed by Lukas
On this week's show David Liddell, chief executive of IpsoFacto Investor, explains how he helped put together the IC Top 100 Funds and how he homes in...
Companies & Markets Show: Positive vibes
13 Sep 2019
Contributed by Lukas
On this week's IC Companies & Markets Show editor John Hughman finds Phil Oakley in an unusually bullish mood, talking LSE, Apple, Ashtead & m...
Personal Finance Show: Eking out bond yields and a new role for equity income
06 Sep 2019
Contributed by Lukas
This week Tabula Investment Management founder Michael John Lytle talks to deputy personal finance editor Dave Baxter about the growing...
Companies & Markets Show: Breaking the cycle
05 Sep 2019
Contributed by Lukas
On this week's Companies and Markets Show editor John Hughman talks to Phil Oakley and Algy Hall about avoiding cyclical companies disguised as qualit...
Personal Finance Show: Woodford gets drastic and the Brexit portfolio
30 Aug 2019
Contributed by Lukas
On this week’s show, personal finance editor Leonora Walters looks at another drastic move from Neil Woodford and the logic behind it.And Ed Smith, ...
Companies & Markets Show: No plane, no gain
29 Aug 2019
Contributed by Lukas
On this week's IC Companies and Markets Show editor John Hughman talks with Algy Hall and Alex Janiaud about toys, tariffs, and why the best way to pl...
Personal Finance Show: The great bond rush and how to play it
23 Aug 2019
Contributed by Lukas
On this week’s show Victoria Hasler, director for research and consulting at Square Mile Investment Consulting and Research, looks at the recent rus...
Companies & Markets Show: Mixed signals
23 Aug 2019
Contributed by Lukas
On this week's IC Companies and Markets show editor John Hughman talks to Phil Oakley to talk about the wider implications of Greene King's takeover, ...
The Extraction Podcast: Gold at $1,500
21 Aug 2019
Contributed by Lukas
Gold looks comfortable for the moment at $1,500 per ounce, as the US-China trade war rumbles on and bond yields go negative. But is it too late for re...
Personal Finance Show: Good returns with less US and UK equity income winners
16 Aug 2019
Contributed by Lukas
On this week's show deputy personal finance editor Dave Baxter makes the case for dialling down the US component of your global equity exposure. Alex ...
Companies & Markets Show: Bargain Shares & Burford Capital with Simon Thompson
15 Aug 2019
Contributed by Lukas
On this week's Companies & Markets Show John Hughman is joined by Simon Thompson to discuss the performance of Simon's Bargain Shares 2019 portfol...
Personal Finance Show: Back in bonds and reasons to track debt
09 Aug 2019
Contributed by Lukas
On this week's show deputy personal finance editor Dave Baxter explains why investors are piling into bond funds again and profiles a type of bond fun...
Companies & Markets Show: Slinging mud
08 Aug 2019
Contributed by Lukas
On this week's IC Companies and Markets Show editor John Hughman talks to Phil Oakley and Michael Taylor about the bear attack on Burford Capital, gol...
The Extraction Podcast: The energy transition with LGIM
07 Aug 2019
Contributed by Lukas
As global energy markets move towards lower-carbon sources, oil- and coal-exposed equities could lose their value. We spoke to Legal & General Inv...
Companies & Markets Show: Trading Secrets
01 Aug 2019
Contributed by Lukas
On this week's IC Companies and Markets Show editor John Hughman talks to contributor Michael Taylor about life as a full-time trader and what lessons...
Companies & Markets Show: Straight outta Essex
26 Jul 2019
Contributed by Lukas
Extreme weather means John Hughman and Phil Oakley head to an Essex pub to record this week's IC Companies and Markets Show. We discuss yet another pr...
Personal Finance Show: Paying for US potential and a helping hand for your kids
26 Jul 2019
Contributed by Lukas
Lauren Peters, chartered financial planner at Fiducia Wealth, explains how to help your children manage their student debt and sets out some tax effic...
Personal Finance Show: Diversifying with an attractive income and harnessing high growth
22 Jul 2019
Contributed by Lukas
On this week's show Tom Buffham, senior investment analyst at Octopus Investments, explains how emerging markets bonds can generate an attra...
Companies & Markets show: Profit warnings, seeking safe yields & more
18 Jul 2019
Contributed by Lukas
Digital editor Graeme Davies, specialist writer Phil Oakley and stock screens specialist Algy Hall discusses profit warnings, safe yields, AG Barr, Br...
Interview: Homing in on emerging dividend gems with Omar Negyal
15 Jul 2019
Contributed by Lukas
Emerging markets are typically associated with the potential for strong growth. But Omar Negyal, co-manager of JPMorgan Global Emerging ...
Personal Finance Show: How to home in on value and HOT Brexit opportunities
12 Jul 2019
Contributed by Lukas
Joe Bauernfreund, manager of AVI Global Trust, explains how to spot a good investment opportunity at a discount and says why he thinks value investing...
Companies & Market Show: Income Majors and Simon Thompson's Bargain Shares
11 Jul 2019
Contributed by Lukas
On this week's show digital editor Graeme Davies talks to Alex Janiaud and Harriet Clarfelt about our Income Majors special issue while Simon Thompson...
Personal Finance Show: Unearthing the best private equity and how to get a head start on retirement
05 Jul 2019
Contributed by Lukas
Andrew Lebus, lead manager of Pantheon International, a private equity investment trust, explains where you can find the best returns away from public...
Companies & Markets show: Fintech's big bang
04 Jul 2019
Contributed by Lukas
Digital editor Graeme Davies in discussion with James Norrington and Alex Newman on the latest problems for Funding Circle, Jupiter's fund manager dep...
Interview: Generating a reliable income with lower volatility
01 Jul 2019
Contributed by Lukas
Hugo Ure, manager of Troy Income & Growth Trust (TIGT) and Troy Trojan Income Fund, explains how he manages to achieve a steady inc...
Personal Finance Show: Healthy yield via growth and a steady income
28 Jun 2019
Contributed by Lukas
On this week's show, Paul Major, co-manager of BB Healthcare Trust, explains how this fund is able to pay attractive dividends while investing in...
Companies & Markets Show: Woodford, Trump & BAE's blow
27 Jun 2019
Contributed by Lukas
The latest in the Woodford saga, how Trump's tariff war is starting to bite UK tech, BAE's Saudi sales threat, the opportunities in streaming and more...
Personal Finance Show: Woodford and illiquidity, and income from infrastructure debt
21 Jun 2019
Contributed by Lukas
On this week's show Adrian Lowcock, head of personal investing at Willis Owen, explains why the level of illiquid investments in LF Woodford Equity In...
Companies & Markets Show: Calling T.I.N.A.
20 Jun 2019
Contributed by Lukas
On this week's Companies & Markets Show editor John Hughman and Phil Oakley discuss what to do when it seems as though There Is No Alternative but...
Personal Finance Show: What to learn from Woodford and innovative rewards and risks
14 Jun 2019
Contributed by Lukas
On this week's show Victoria Hasler, research and consulting director at Square Mile, considers whether investors could have anticipated that LF Woodf...
Companies & Markets Show: End of the road?
13 Jun 2019
Contributed by Lukas
On this week's IC Companies & Markets show, editor John Hughman is joined by Phil Oakley and Alex Janiaud to talk about signs of trouble in the ca...
Venturing into tax efficient investments and emerging high growth
07 Jun 2019
Contributed by Lukas
In this week's show Paul Latham, head of tax products at Octopus Investments, explains what a venture capital trust (VCT) is, how it is tax efficient ...
Companies & Markets Show: Woodford woe
06 Jun 2019
Contributed by Lukas
On this week's IC companies and markets show editor John Hughman talks to Phil Oakley about why Hargreaves Lansdown could be the big loser f...
Personal Finance Show: Tracking top ETFs and attractive income
31 May 2019
Contributed by Lukas
Ben-Seager-Scott, head of multi-aset funds at Tilney Group, joins the IC team to discuss the benefits and risks of ETFs, the roles they can play in a ...
Companies & Markets Show: Bowled over
30 May 2019
Contributed by Lukas
On this week's Companies & Markets Show editor John Hughman talks to Phil Oakley about a trio of interesting property plays and why investors shou...
Companies & Markets Show: Blue-chip blues
23 May 2019
Contributed by Lukas
On this week's Companies and Markets Show editor John Hughman talks to Phil Oakley about why the FTSE 100 is failing investors, why M&S may never ...
Personal Finance Show: Hedge funds and contrarian investing
17 May 2019
Contributed by Lukas
In this week's Personal Finance Show, the team are joined by Huw Evans, chairman of the BH Macro investment trust (BHMG), to discuss how hedge fu...
Companies & Markets Show: Fantasy investing
17 May 2019
Contributed by Lukas
On this week's Companies and Markets Show editor John Hughman talks to Algy Hall about why a fantasy gaming company has proved such a lucrative invest...
Personal Finance Show: Benefits of biotech and diversifying income
10 May 2019
Contributed by Lukas
In this week's show Carl Harald Janson, manager of International Biotechnology Trust, sets out the arguments for investing in biotech companies and sa...
Companies & Markets Show: Purple rain
09 May 2019
Contributed by Lukas
On this week's IC Companies and Markets Show editor John Hughman talks to Phil Oakley about this week's big market news, including why Purplebricks' d...
Paid Post: Trading the FTSE techMARK index
07 May 2019
Contributed by Lukas
Technology businesses are at the heart of the UK economy and are playing an important role in driving growth across the country, from financial servic...
Personal Finance Show: High income and funds for future generations
03 May 2019
Contributed by Lukas
In this week's show David Smith, manager of Henderson High Income Trust, explains how investing in both bonds and equities helps its returns and where...
Paid Post: Where next for the UK banking sector?
30 Apr 2019
Contributed by Lukas
Uncertainty over the future of the country led to a 13.6% fall in the FTSE All-Share Financial index last year, underperforming both the FTSE All-Shar...