Investors' Chronicle
Episodes
Personal Finance Show: Accessing from peer-to-peer and betting on a good yield
26 Apr 2019
Contributed by Lukas
On this week's show Iain Niblock, chief executive officer of Orca Money, explains what peer-to-peer lending is, and what risks and returns investors c...
Companies & Markets Show: Talking techie
25 Apr 2019
Contributed by Lukas
On this week's Companies and Markets Show editor John Hughman talks with Harriet Clarfelt about the early signs from the US technology reporting seaso...
Paid Post: FTSE 250
23 Apr 2019
Contributed by Lukas
The FTSE 250 has experienced gains so far in 2019, but prior to that it endured a tough 2018. Investors still appear to be cautious about the outlook ...
Companies & Markets Show: Boeing's ripple effect
18 Apr 2019
Contributed by Lukas
In this week's IC Companies and Markets Show editor John Hughman talks to engineering correspondent Alex Janiaud about the possible effects of Boeing'...
Personal Finance show: Asian opportunity costs and passive dangers
18 Apr 2019
Contributed by Lukas
In this week's show Chris Ralph, chief investment officer at St James's Place, considers whether Asian equities are on good valuations and what a...
Interview: How to find the best investment trusts
17 Apr 2019
Contributed by Lukas
Many funds put their assets directly into securities like shares or bonds, but some invest in other funds, such as Miton Global Opportunitie...
Paid Post: The Cannabis Index
16 Apr 2019
Contributed by Lukas
The cannabis sector is a nascent industry, where changes are happening quickly around regulations, laws, medical and production innovation. Some forec...
Personal Finance Show: Manager moves and India's long-term potential
12 Apr 2019
Contributed by Lukas
In this week's show Taha Lokhandwala explains what you should consider when a manager leaves a fund and profiles a recent departure that could be a pr...
Companies & Markets Show: Bye-buy (sell)
11 Apr 2019
Contributed by Lukas
On this week's Companies & Markets Show editor John Hughman is joined by Harriet Russell, who's signing off after five and a half eventful years c...
Personal Finance Show: What to do with Woodford and Jupiter European's loss
05 Apr 2019
Contributed by Lukas
On this week's show Jason Hollands, managing director at Tilney, considers whether you should consider to invest in LF Woodford Equity Income Fund fol...
Companies & Markets Show: Travel sick
04 Apr 2019
Contributed by Lukas
John Hughman and Phil Oakley discuss the mixed fortunes of five companies in the travel industry. Hosted on Acast. See acast.com/privacy for more info...
Interview: Trials and tribulations of emerging market investing
02 Apr 2019
Contributed by Lukas
Mobius Capital Partners' Carlos von Hardenberg and Taha Lokhandwala discuss the the pros and cons of emerging market equity investing, why the tr...
Personal Finance Show: Tracking bonds and protecting against adverse markets
29 Mar 2019
Contributed by Lukas
In this week's show Rory McPherson, head of investment strategy at Psigma Investment Management, joins the IC team to discuss the merits of...
Companies & Markets Show: Margin call
28 Mar 2019
Contributed by Lukas
Editor John Hughman talks to Phil Oakley about why the high margin businesses so prized by investors could be storing up trouble. Hosted on Acast. See...
Interview: A Ruffer guide to preserving wealth and making positive returns
25 Mar 2019
Contributed by Lukas
Ruffer Investment Company (RICA) aims to preserve wealth and tries not to lose money over any 12 month period - rather than beat a...
Personal Finance Show: Attractive Asian dividends and high yield from clean profits
22 Mar 2019
Contributed by Lukas
On this week's show Udit Garg, head of wealth management at Sun Global Investments, explains why Asia has become a better area for equity income,...
Companies & Markets Show: Calling time
21 Mar 2019
Contributed by Lukas
On this week's Companies and Markets Show editor John Hughman talks to Phil Oakley about how the growth taps are running dry at JD Wetherspoon, while ...
Personal Finance Show: How to get gold and top trusts for dividends
15 Mar 2019
Contributed by Lukas
Adrian Ash, director of research at BullionVault, sets out the case for investing in gold. The IC team look at which investment trusts have incre...
Companies & Markets Show: Shorting strategies
14 Mar 2019
Contributed by Lukas
Franchise saturation, shorting strategies and why a humble brick maker is one of Phil Oakley's preferred options in 2019. This week's Companies & ...
Bull vs Bear: Fevertree
13 Mar 2019
Contributed by Lukas
Fevertree Drinks (FEVR) has become a darling stock for Aim investors, having risen over 1500 per cent since its initial public offering in 2014. Reven...
Personal Finance Show: The best access to property and what to do with Woodford
08 Mar 2019
Contributed by Lukas
David Liddell, chief executive of IpsoFacto Investor, joins Leonora Walters to weigh up the merits of UK commercial property and the best ways to acce...
Companies & Markets Show: Cashback
07 Mar 2019
Contributed by Lukas
On this week's IC Companies and Markets Show editor John Hughman talks to James Norrington and Phil Oakley about the relative merits of buybacks and d...
Personal Finance Show: Getting the best from your Isa and thinking small to boost your growth
01 Mar 2019
Contributed by Lukas
On this week's show Adrian Lowcock, head of investing at Willis Owen, explains how investors can can make the most of their Isas to have the best chan...
Companies & Markets Show: To JV or to not JV
28 Feb 2019
Contributed by Lukas
On this week's IC Companies & Markets Show, editor John Hughman and Phil Oakley chew the fat about what the BBC/ITV Britbox joint venture could me...
Personal Finance Show: Going for gold and targeting the world's best dividends
22 Feb 2019
Contributed by Lukas
On this week's show Shaniel Ramjee, multi-asset manager at Pictet, joins the IC team to look at why gold has proven to be a defensive asset and whethe...
Companies & Markets Show: Paying dividends
21 Feb 2019
Contributed by Lukas
On this week's Companies and Markets Show, IC editor John Hughman speaks to Emma Powell about how the UK's big banks are once again becoming income gi...
Personal Finance Show: Best value in developed markets and income amid adversity
15 Feb 2019
Contributed by Lukas
On this week's show Taha Lokhandwala explains why the prospects for European equities don't look great, and Colin Low, managing director of ...
Companies & Markets Show: The good, the bad and the mucky
14 Feb 2019
Contributed by Lukas
On this week's Companies and Markets Show, editor John Hughman talks to Phil Oakley about his new Quality Portfolio, asks if there's any puff left in ...
Personal Finance Show: The right approach to retirement and success with styles and factors
08 Feb 2019
Contributed by Lukas
On this week's show deputy personal finance editor Taha Lokhandwala explains how to get the right asset allocation for your pension as you approach re...
Companies & Markets Show: Ocadon't
07 Feb 2019
Contributed by Lukas
On this week's Companies and Markets show editor John Hughman takes a sceptical look at Ocado and the broader grocery industry with Phil Oakley and Ha...
Interview: Mining the best listed and unlisted opportunities
05 Feb 2019
Contributed by Lukas
Evy Hambro, manager of BlackRock World Mining Trust (BRWM), sets out the arguments for getting exposure to commodities via shares in mining ...
Personal Finance Show: Asian equity advantages and how to find good funds
01 Feb 2019
Contributed by Lukas
Taha Lokhandwala looks at how Asian equities and funds have been performing. Rachel Winter, senior investment manager at Killik, considers whether it ...
Companies & Markets Show: The three ages of Buffett
31 Jan 2019
Contributed by Lukas
On this week's Companies and Markets Show editor John Hughman talks to Phil Oakley about why private investors find it increasingly hard to follow the...
Personal Finance Show: Analysing Asian equity income and infrastructure trusts
25 Jan 2019
Contributed by Lukas
The team discuss extracting income from Asian equities and how infrastructure trusts fared in 2018. Hosted on Acast. See acast.com/privacy for more in...
Dividend Dilemma
24 Jan 2019
Contributed by Lukas
On this week's IC Companies and Markets Show editor John Hughman speaks to Phil Oakley about the dangers of dividend investing, why some active manage...
Personal Finance Show: The best UK opportunities and cash in calamity
18 Jan 2019
Contributed by Lukas
On this week's Personal Finance Show Ben Ritchie, manager of Dunedin Income Growth Investment Trust, explains why he has changed its invest...
Companies & Markets Show: Triumph of the bears?
17 Jan 2019
Contributed by Lukas
Editor John Hughman talks to James Norrington about why 'permabear' Albert Edwards could be right this time, and why value could finally regain its cr...
Personal Finance Show: Finding the best fixed income and when to sell a champion
11 Jan 2019
Contributed by Lukas
This week Paola Binns, senior fund manager at Royal London Asset Management, considers how much of a risk interest rates are to bonds and explain...
Companies & Markets Show: The January stock market sale!
10 Jan 2019
Contributed by Lukas
On the first show of 2019, IC editor John Hughman talks to Simon Thompson about how a shift in US monetary policy could give markets a lift, and why h...
Personal Finance Show: Fund tips for 2019 and investment checks you should make
04 Jan 2019
Contributed by Lukas
On this week's show deputy personal finance editor Taha Lokhandwala sets out some of his fund tips for 2019. He and Lauren Peters, chartered financial...
Personal Finance Show: Portfolios for volatile markets and contrarian value
31 Dec 2018
Contributed by Lukas
Darius McDermott, managing director at Chelsea Financial Services and FundCalibre, suggests some asset allocations to address what could be ...
Interview: Peter Hewitt
21 Dec 2018
Contributed by Lukas
Unlike many other funds, BMO Managed Portfolio Trust (BMPG) doesn’t invest its assets directly into shares or bonds, but rather into other investmen...
Paid Post: Investing psychology – common investing mistakes
18 Dec 2018
Contributed by Lukas
Numerous psychological factors push investors into making mistakes. Victor Ricciardi, author and Assistant Professor of Financial Management at Gouche...
Personal Finance Show: 2019 opportunities and rich sources of income
14 Dec 2018
Contributed by Lukas
On this week's show Adrian Lowcock, head of personal investing at Willis Owen, joins the team to look at what drove markets in 2018 and what might sha...
IC Questions: What do our companies writers expect in 2019?
13 Dec 2018
Contributed by Lukas
As 2018 ends with UK equity markets on shaky ground, big clouds hang over many sectors for the year ahead. From struggling high street retailers to sa...
Paid Post: The psychology of investing
11 Dec 2018
Contributed by Lukas
The psychology of investing is different to the psychology of trading. Longer time horizons mean the investor’s mindset needs to be different to tha...
Personal Finance Show: FTSE 100 vs Brexit and selling US stocks
07 Dec 2018
Contributed by Lukas
On this week's Personal Finance Show, the team are joined by Peter Elston, chief investment officer at Seneca Investment Management, and Dave Baxter, ...
Companies & Markets Show: RETREAT!
06 Dec 2018
Contributed by Lukas
On the week's Companies & Markets Show IC editor John Hughman talks to Julia Faurschou and Phil Oakley about two companies turning their backs on ...
Paid Post: Trading psychology – common trading mistakes
04 Dec 2018
Contributed by Lukas
Every trader makes mistakes. But there are a number of things you can do to minimise those occasions. Andreas Clenow, Chief Investment Officer at ACIE...
Personal Finance Show: Yield curves, equities and picking small caps
30 Nov 2018
Contributed by Lukas
On this week's Personal Finance Show, the team discuss how politics and central banks dominated the news agenda this week, and how bizarre c...
Companies & Markets Show: A slippery slope
29 Nov 2018
Contributed by Lukas
On this week's IC Companies and Markets Show, editor John Hughman talks to Alex Newman about what could be the twilight of the oil industry, while Phi...
Paid Post: Trading psychology – run profits and minimise losses
27 Nov 2018
Contributed by Lukas
In trading, you can make more losing trades than winning trades and still make money. But while it is key to always cut losses and run profits, that c...
Personal Finance Show: The best growth in India and turning away from banks
23 Nov 2018
Contributed by Lukas
In this week's show David Cornell, manager of India Capital Growth Fund, says where he is finding the best growth opportunities in the Indian market. ...
Companies & Markets Show: Black Friday special
22 Nov 2018
Contributed by Lukas
On this week's IC Companies and Markets show editor John Hughman asks Harriet Russell whether Black Friday could mean more pain for UK retailers, and ...
Paid Post: Trading psychology – control the emotions holding you back
20 Nov 2018
Contributed by Lukas
Fear can be a problem for traders, but over-confidence can be just as damaging. Trading can bring moments of euphoria, but it can be psychologically t...
Personal Finance Show: Investment trust IPOs and how to play the UK
16 Nov 2018
Contributed by Lukas
Peter Walls, manager of Unicorn Mastertrust, considers how conventional this year's equity investment trust launches are and whether it's a good idea ...
Companies & Markets Show: Losing altitude
15 Nov 2018
Contributed by Lukas
On this week's Companies and Markets Show editor John Hughman talks to Harriet Russell and Julia Faurschau about the ongoing struggles of the retail a...
Paid Post: An introduction to trading psychology
13 Nov 2018
Contributed by Lukas
Spreads and commissions mean you are in a losing position as soon as you enter a trade. Some very human responses can then exacerbate the situation, c...
Personal Finance Show: The best defensive income and unquoted boost for Scottish Mortgage
09 Nov 2018
Contributed by Lukas
Michael Ingram, chief market strategist at WH Ireland, and deputy personal finance editor Taha Lokhandwala consider which kind of defensive income sha...
Companies & Markets Show: Fake profits
08 Nov 2018
Contributed by Lukas
On this week's IC companies and markets show, editor John Hughman talks to Phil Oakley about why we should be wary of adjusted profits, and Harriet Ru...
Paid Post: The outlook for bonds
06 Nov 2018
Contributed by Lukas
Investing in debt is possibly the most challenging it's been in almost ten years. Krishna Memani, CIO and Head of Fixed Income at Oppenheimer Funds, a...
PF Podcast: Budget bonanza and end of an income era?
02 Nov 2018
Contributed by Lukas
In this week's show Anna Sofat, founder of Addidi Wealth, looks at some changes announced in the budget that could have a significant effect on your w...
Companies & Markets Show: BUDGET SPECIAL
01 Nov 2018
Contributed by Lukas
On this week's IC companies and markets show editor John Hughman is joined by Megan Boxall and Phil Oakley to discuss a busy week on the markets, incl...
Paid Post: Commodities - the new supply and demand fundamentals
30 Oct 2018
Contributed by Lukas
Is demand from China the dominant factor driving oil and metal markets, or is its influence overstated? Ed Morse, Global Head of Commodities Research ...
Personal Finance Show: High income from small loans and the right time to sell
26 Oct 2018
Contributed by Lukas
Mike Schozer, chief investment officer at Hadrian’s Wall Capital, explains how to get a high income from small to medium-sized enterprise loans. The...
Companies & Markets Show: When growth goes bad
25 Oct 2018
Contributed by Lukas
Megan Boxall talks to Phil Oakley and Harriet Clarfelt about the importance of good growth and how to spot the companies which may be growing badly. P...
Paid Post: Boom or bubble – US tech stock analysis
23 Oct 2018
Contributed by Lukas
The US tech sector has been on a tear, driven by the likes of Facebook, Apple, Amazon, Netflix and Google's parent, Alphabet. Charlene Li, Principal A...
Personal Finance Show: Emerging bargains and why selling matters
19 Oct 2018
Contributed by Lukas
In this week's show Alex Brandreth, deputy chief investment officer at Brown Shipley, considers whether this year's steep falls in emerging ...
Companies & Markets Show: A week’s a long time in retail
18 Oct 2018
Contributed by Lukas
John Hughman discusses a busy week for the retail industry with Harriet Russell, including the good (Ted Baker), the bad (Superdry) and the ugly (US g...
Paid Post: The economic outlook for equities
16 Oct 2018
Contributed by Lukas
Is the bull run finally coming to an end, or can stocks keep rising? Liz Ann Sonders, Chief Investment Analyst at Charles Schwab, and IG Chief Market ...
Boardroom Talk: Joules
15 Oct 2018
Contributed by Lukas
In this episode of Boardroom Talk, Harriet Russell talks to Colin Porter and Marc Dench, chief executive and chief financial officer at clothing chain...
Personal Finance Show: How not to panic and Terry Smith's new trust
12 Oct 2018
Contributed by Lukas
In this week Personal Finance Show the team are joined by Rachel Winter, senior investment manager at Killik & Co, to talk about the week's equity...
Companies & Markets Show: Take Cover
11 Oct 2018
Contributed by Lukas
In this week's IC companies and markets show editor John Hughman is joined by Phil Oakley and Megan Boxall to discuss a turbulent week on the markets,...
Paid post: Cryptos: further to fall or time for a bounce?
09 Oct 2018
Contributed by Lukas
2018’s boom in cryptocurrency prices ended abruptly at the start of this year, leaving some speculators with huge gains and late entrants with big l...
Boardroom Talk: JD Wetherspoon
08 Oct 2018
Contributed by Lukas
In an exclusive interview with the IC’s Julia Faurschou, Tim Martin, founder and chairman of JD Wetherspoon talks Brexit, debt and strikes and revea...
Personal Finance Show: UK equity income and retirement issues
05 Oct 2018
Contributed by Lukas
The ONS is going to release its GDP growth figures next week with the expectation of positivity amid the uncertainty surrounding Brexit and the c...
Companies & Markets Show: Best of British
04 Oct 2018
Contributed by Lukas
Megan Boxall talks to Phil Oakley about what to look for in a quality company and why Spirax-Sarco fits the bill. Mark Robinson has taken a (virtual) ...
Paid post: Calling currencies in a post-QE world
02 Oct 2018
Contributed by Lukas
Central bank policy is no longer as major a driver for currencies as it was. Trade wars, emerging market instability, basket selling and Brexit are pu...
Personal Finance Show: Goods funds, income and future themes
28 Sep 2018
Contributed by Lukas
Another important week for investment markets as the US Federal Reserve raised interest rates once again, and said there was plenty to more to come. I...
Companies & Markets Show: Right on
27 Sep 2018
Contributed by Lukas
John Hughman talks to Tom Dines about how ethical investing is moving into the mainstream, Julia Faurschou explains why Labour may get their wish when...
Interview: Taking advantage of UK equity valuations
26 Sep 2018
Contributed by Lukas
Fund management changes are always difficult to manager for both firms and investors. But sometimes, they can be planned for meticulously. Axa IM's Ch...
Personal Finance Show: Emerging market dips and inflation-busting assets
21 Sep 2018
Contributed by Lukas
The team are joined by Alex Neilson, investment manager at Investec Click & Invest, to discuss recent investment and market news including in...
Companies & Markets Show: Are you experienced?
20 Sep 2018
Contributed by Lukas
This week editor John Hughman talks to James Norrington about how past market experiences can lead us to make bad investment decisions, while Phil Oak...
Boardroom Talk: PPHE Hotels
17 Sep 2018
Contributed by Lukas
In this episode of Boardroom Talk, Julia Faurschou speaks to Daniel Kos, chief financial officer at PPHE Hotel Group, about the company’s recent set...
Personal Finance Show - Top 100 Funds 2018
14 Sep 2018
Contributed by Lukas
IC Top 100 Funds 2018, avoiding dividend concentration and investment trust launch Hosted on Acast. See acast.com/privacy for more information.
Companies & Markets Show: Back to school
13 Sep 2018
Contributed by Lukas
On this week's IC Companies and Markets Show, editor John Hughman talks to Megan Boxall about a British company readying itself to tackle the&nbs...
Personal Finance Show: Volatility in Asia and a new investment trust
07 Sep 2018
Contributed by Lukas
On this week's show the team are joined by James Thom, manager of the Aberdeen New Dawn Investment Trust (ABD), to discuss the recently vola...
Companies & Markets Show: Dope investments
06 Sep 2018
Contributed by Lukas
On this week's show Harriet Russell is joined by healthcare writer Megan Boxall to discuss the burgeoning medicinal cannabis market, while Julia Faurs...
Personal Finance Show: Investment trust risks and Japan's growing income market
31 Aug 2018
Contributed by Lukas
In this week's show Richard Aston, manager of CC Japan Income & Growth Trust, tells Emma Agyemang why cash-rich Japanese companies are increasing ...
Companies & Markets Show: Story time
30 Aug 2018
Contributed by Lukas
On this week's IC Companies and Markets Show editor John Hughman talks to Megan Boxall and new recruit Phil Oakley about why we need to be carefu...
The Extraction Podcast: Energean Oil & Gas
29 Aug 2018
Contributed by Lukas
When it listed in London in March, Energean Oil & Gas (ENOG) became the sector's largest IPO in nearly four years. So why were investors will to p...
Personal Finance Show: Avoiding bad timing and delivering absolute returns
28 Aug 2018
Contributed by Lukas
Hannah Goldsmith, founder of independent financial adviser Goldsmith Financial Solutions, explains why trying to time the market is a bad idea. Person...
Companies & Markets Show: Small-cap special
23 Aug 2018
Contributed by Lukas
Mark Robinson is joined by Simon Thompson to discuss prospects for the small-cap space as US equity markets prepare to celebrate an unprecedented 10-y...
Interview: Politics and prices in Europe with Tim Stevenson
21 Aug 2018
Contributed by Lukas
Many successful businesses with global earnings are listed on markets in continental Europe, some of which are exposed to faster-growing regions of th...
Boardroom Talk: Johnson Matthey
20 Aug 2018
Contributed by Lukas
You don’t survive 200 years against a perpetually evolving industrial landscape by accident. This week the IC is speaking to Anna Manz, chief financ...
Personal Finance Show: Income investing, inflation and P2P lending
17 Aug 2018
Contributed by Lukas
In this week's Personal Finance Show the team is joined by Morningstar's chief investment officer Dan Kemp to discuss investment news – namely ...
Companies & Markets Show: #FEELINGSPENDY
16 Aug 2018
Contributed by Lukas
On this week's IC Companies and Markets show editor John Hughman talks to Harriet Russell about how social media - and Mike Ashley - is transforming r...
Personal Finance Show: Benefiting from a dominant dollar and Aim shares for IHT
14 Aug 2018
Contributed by Lukas
On this week's show Ryan Hughes, head of active portfolios at AJ Bell, tells Emma Agyemang why the dollar has strengthened so dramatically this year a...
Companies & Markets Show: It’s private
10 Aug 2018
Contributed by Lukas
Private equity may conjure images of the super rich, but it is more accessible than many realise. In the latest Companies & Markets Show, Megan Bo...
Rathbone Global Opps manager: I'm not scared of US valuations
06 Aug 2018
Contributed by Lukas
A strong run for the US equity market has led some investors to focus on what they consider to be cheaper markets. But James Thomson&nb...