Investors' Chronicle

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...

Personal Finance Show: Capitalising on commodities and strong returns from deep value

03 Aug 2018

Contributed by Lukas

On this week's show Rory McPherson, head of strategy at Psigma Investment Management, explains why it could be useful to have an allocation to commodi...

Companies & Markets Show: Age concern

02 Aug 2018

Contributed by Lukas

This week, IC editor John Hughman talks to Megan Boxall about uncertain tech giants and aged media empires, and to Alex Newman about uncertain oil gia...

Boardroom Talk: OptiBiotix

30 Jul 2018

Contributed by Lukas

In the latest episode of Boardroom Talk, Harriet Clarfelt talks to Stephen O'Hara, founder and chief executive of OptiBiotix. The group has enjoyed de...

Personal Finance Show: Robotic profits and UK income value

27 Jul 2018

Contributed by Lukas

Robotic profits and UK income value In this week's show Tom Riley, manager of AXA WF Framlington Robotech Fund, explains the potential is for robotech...

Companies & Markets Show: Fever Pitch

26 Jul 2018

Contributed by Lukas

On this week's companies and markets show IC editor John Hughman talks to Megan Boxall and Julia Faurschau about the pick of this week's news and resu...

Interview: Has Japan's corporate code helped equity returns?

24 Jul 2018

Contributed by Lukas

Within the past five years, Japan's corporate culture has undergone a seismic change. The government has implemented a new code of conduct for busines...

Boardroom Talk: Reditum Capital

23 Jul 2018

Contributed by Lukas

In this latest episode of Boardroom Talk, Jonas Crosland is joined by the founder of Reditum Capital, Mark Stephen, to discuss the housing market...

Personal Finance Show: Student accommodation sector opportunities and protection in falling markets

20 Jul 2018

Contributed by Lukas

Nick Barker, director of GCP Student Living, tells personal finance writer Emma Agyemang what's driving opportunities in the student accommo...

Companies & Markets Show: House of cards

19 Jul 2018

Contributed by Lukas

IC editor John Hughman talks to Julia Faurschau about why we still think the Royal Mail shares won't deliver, and Jonas Crosland explains why it pays ...

M&S AGM: Hello Wembley

17 Jul 2018

Contributed by Lukas

In this special podcast, Harriet Russell and Megan Boxall went to Wembley Stadium to interview investors in retail giant Marks & Spencer. The Annu...

Personal Finance Show: Building investment trust portfolios and the IPE resolution

13 Jul 2018

Contributed by Lukas

The saga engulfing the Invesco Perpetual Enhanced Income (IPE) investment trust came to an end last month following on from a dispute between the inve...

Companies & Markets Show: Income insights

12 Jul 2018

Contributed by Lukas

IC editor John Hughman talks to Emma Powell and Julia Faurschou about banks and tobacco, two of the biggest components of this year's Income...

The Extraction Podcast: Berkeley Energia

09 Jul 2018

Contributed by Lukas

Main market-listed Berkeley Energia (BKY) is building a uranium mine in Western Spain. Permits and funding have been secured, and many market watchers...

Personal Finance Show: The right risk and half century retirement planning

06 Jul 2018

Contributed by Lukas

In this week's show Emma Agyemang explains why it is important to take the correct amount of risk and how to work out what level isappropriate for you...

Companies & Markets Show: Risk appetite

05 Jul 2018

Contributed by Lukas

On this week's IC Companies and Markets Show editor John Hughman talks to Harriet Russell about the latest twists in the surprisingly exciting tale of...

Making your cash work harder

02 Jul 2018

Contributed by Lukas

Deputy personal finance editor Taha Lokhandwala is joined by Sam Handfield Jones, head of cash at Octopus Investments, Sophie Kilvert, private client ...

Personal Finance Show: Asian opportunities and the right ways to mitigate IHT

29 Jun 2018

Contributed by Lukas

In this week's show Taha Lokhandwala and Patrick Connolly, chartered financial planner at Chase de Vere, explain why Asian equities look attractive at...

Companies & Markets Show: Aim high

28 Jun 2018

Contributed by Lukas

On this week's Companies and Markets Show IC editor John Hughman talks to Megan Boxall and Harriet Clarfelt about what makes a good Aim IPO, and why s...

Personal Finance Show: Mitigating market downside and spending more money

22 Jun 2018

Contributed by Lukas

The team is joined by Darius McDermott, managing director at Chelsea Financial Services, to discuss what impact the increase in trade tensions between...

Companies & Markets Show: Builder blues

21 Jun 2018

Contributed by Lukas

On this week's show IC editor John Hughman asks Algy Hall whether the good times are well and truly over for UK housebuilders, and speaks to Jame...

Personal Finance Show: Profiting from impact and passive funds

15 Jun 2018

Contributed by Lukas

In this week's show Tim Crockford, manager of Hermes Impact Opportunities Equity Fund, explains what impact investing is and how he implements the str...

Companies & Markets Show: Quite Contrary

14 Jun 2018

Contributed by Lukas

 IC editor John Hughman talks to Alex Newman about why private investors need to think more like hedge fund managers, while companies editor Mark...

Interview: Joe Bauernfreund on spotting value

13 Jun 2018

Contributed by Lukas

Leonora Walters interviews fund manager Joe Bauernfreund of Asset Value Investors on how he seeks value for the British Empire Investment Trust Hosted...

Personal Finance Show: Alternative income and UK value opportunities

08 Jun 2018

Contributed by Lukas

In this week's show, deputy personal finance editor Taha Lokhandwala considers whether sentiment on some UK stocks is too negative and could therefore...

Companies & Markets Show: Sink or swim

07 Jun 2018

Contributed by Lukas

IC editor John Hughman talks to Harriet Clarfelt about double-or-nothing small cap shares, while Emma Powell explains the challenges facing the UK's b...

The Extraction Podcast: Hunting

04 Jun 2018

Contributed by Lukas

In the nine months since Jim Johnson became chief executive officer of Hunting, shares in the oil services group have doubled. Roc...

Personal Finance Show: Growth in Japan and providing a financial head start

01 Jun 2018

Contributed by Lukas

On this week's show Ben Gutteridge, head of fund research at Brewin Dolphin, joins the IC team to discuss the growth and value opportunities...

Companies & Markets Show: Place your bet

31 May 2018

Contributed by Lukas

In this week’s show IC editor John Hughman discusses yet another retail calamity with Harriet Russell, and Julia Faurschou gives us the lowdown on t...

Boardroom Talk: S&U

29 May 2018

Contributed by Lukas

Impairments as a proportion of revenue are rising at motor finance group S&U (SUS) and yet, the share price has stormed upwards since the start of...

Personal Finance Show: Top 50 ETFs and greater access to China

25 May 2018

Contributed by Lukas

On this week's show deputy personal finance editor Taha Lokhandwala explains how he put together the latest version of the IC Top 50 ETFs, what the li...

Companies & Markets Show: On your Marks

24 May 2018

Contributed by Lukas

On this week's show IC editor John Hughman asks Harriet Russell whether M&S could be about to turn a corner, and speaks to Megan Boxall about the ...

IC Questions: What is the future for retail property?

21 May 2018

Contributed by Lukas

Calum Bruce from the Ediston Real Estate Investment Trust joins the IC's Megan Boxall and Harriet Russell to discuss whether the future of retail is o...

Personal Finance Show: Emerging income and UK equity opportunities

18 May 2018

Contributed by Lukas

On this week's show Tim Stubbs, consultant at TS Investments, joins the IC team to consider the case for emerging markets equity income. The...

Companies & Markets Show: John Baron special

17 May 2018

Contributed by Lukas

On this week's podcast IC editor John Hughman is joined by Harriett Russell to discuss how investors can protect themselves from audit failures, and s...

Bull vs Bear: GlaxoSmithKline

16 May 2018

Contributed by Lukas

GlaxoSmithKline (GSK) is a company that divides opinion and therefore an ideal candidate for the IC's Bull vs Bear series. In this episode, Simon Gerg...

Personal Finance Show: The best opportunities in fixed income and the price of top performance

11 May 2018

Contributed by Lukas

On this week's show Nicholas Wall, manager of Old Mutual Global Strategic Bond Fund, explains how central bank policy is affecting bonds and highlight...

Companies & Markets Show: Oil special

11 May 2018

Contributed by Lukas

In the wake of the US withdrawal from the Iran nuclear deal, IC editor John Hughman talks to Alex Newman about the state of the oil market, and why in...

Site visit: Shoe Zone

08 May 2018

Contributed by Lukas

In this special edition podcast, sectors editor and retail reporter Harriet Russell takes a trip to the Shoe Zone store in Gallion's Reach, East Londo...

Personal Finance Show: The best ways to access bonds and capturing Europe's gains

04 May 2018

Contributed by Lukas

On this week's show Alex Brandreth, deputy chief investment officer at Brown Shipley,  explains why bonds are in a more difficult ...

Companies & Markets Show: Asda la vista

03 May 2018

Contributed by Lukas

IC editor John Hughman is joined by Harriet Russell and Megan Boxall to discuss whether Sainsbury's swoop on Asda will leave shareholders in the money...

Interview: Walter Price on global tech

30 Apr 2018

Contributed by Lukas

Walter Price, portfolio manager of Allianz Technology Trust, has 30 years of investment experience in the global tech sector. In this special podcast,...

Personal Finance Show: Invesco Perpetual quits Enhanced Income and investing in gold

27 Apr 2018

Contributed by Lukas

On this week's show the team look at why Invesco Perpetual has resigned as manager of Invesco Perpetual Enhanced Income. They also look at how Scottis...

Companies & Markets Show: The Aim of the game

26 Apr 2018

Contributed by Lukas

IC editor John Hughman is joined by Mark Robinson and Harriet Clarfelt to round up part 2 of the Aim 100 review – including some exciting opportunit...

Boardroom Talk: PureCircle

23 Apr 2018

Contributed by Lukas

Western countries are becoming increasingly conscious about their use of sugar. Poor health statistics and, in Britain, the recent sugar tax on soft d...

Personal Finance Show: the right share classes and the price of performance

20 Apr 2018

Contributed by Lukas

In this week's show Jason Broomer, head of investment at Square Mile Investment Consulting & Research, explains why funds have diff...

Taking Aim

19 Apr 2018

Contributed by Lukas

IC editor John Hughman is joined by Alex Newman and Harriet Clarfelt to discuss their picks of this year's mammoth Aim 100 feature Hosted on Acast. Se...

The Extraction Podcast: Caledonia Mining

16 Apr 2018

Contributed by Lukas

What has happened to Zimbabwe since November's coup? And is life any easier for Aim-listed gold miner Caledonia Mining (CMCL)? For this episode of the...

Personal Finance Show: High yield from smaller companies and getting good value from funds

13 Apr 2018

Contributed by Lukas

James Robson and Pietro Nicholls, managers of RM Secured Direct Lending, explain the investment attractions of small to medium sized enterprise debt. ...

Companies & Markets Show: Tesco's triumphant turnaround

12 Apr 2018

Contributed by Lukas

We discuss Zuckerberg's Congressional Face-saving exercise, Tesco's return to form and to the dividend list and woes on the high street.  Hosted ...

Personal Finance Show: Private rewards and undervalued income shares

06 Apr 2018

Contributed by Lukas

On this week's show Andrew Lebus, lead manager of Pantheon International, explains the rewards and risks private equity. The IC team look at why Hende...

Companies & Markets: Battle of the banks

05 Apr 2018

Contributed by Lukas

The team discuss why the UK's banking giants are ready to take on the challengers, plus Mifid and the latest news on the markets. Hosted on Acast. See...

Bull vs Bear: Rio Tinto

03 Apr 2018

Contributed by Lukas

In our latest episode of Bull vs Bear, we kick the tires of mining giant Rio Tinto, one of the largest companies in the FTSE 100 and one of the better...

Personal Finance Show: Choosing cheap funds & Woodford Equity Income ejection

29 Mar 2018

Contributed by Lukas

On this week's show Shaun Port, chief investment officer at Nutmeg, joins the team to set out some tips on how to pick a good low cost ETF. They ...

Companies & Markets Show: FAANG fear

28 Mar 2018

Contributed by Lukas

John Hughman talks to Megan Boxall and James Norrington about whether the tech share sell-off could spell trouble for the wider market, and a potentia...

IC Questions: Why are there so many consumer profit warnings?

26 Mar 2018

Contributed by Lukas

Conviviality, Fulham Shore, Mothercare, Carpetright and Debenhams. The high street has not been short of profit warnings in the first few months of 20...

Personal Finance Show: Maxing your tax allowances & robust equity ITs

23 Mar 2018

Contributed by Lukas

On this week's show Colin Low, managing director of Kingsfleet Wealth, joins the team to explain how to make the most of the tax allowances available ...

Companies & Markets Show: Tech tumble

22 Mar 2018

Contributed by Lukas

IC editor John Hughman is joined by Megan Boxall to discuss Facebook's troubles and what they mean for the broader tech sector, while Emma Powell expl...

IC Questions: Are there any income opportunities in the tech sector_

21 Mar 2018

Contributed by Lukas

Harriet Clarfelt speaks to Mark Whitehead, manager of the Martin Currie Securities Trust of Scotland, who thinks the historically poor income opportun...

Personal Finance Show: Investment trust benefits & Murray International income

16 Mar 2018

Contributed by Lukas

Annabel Brodie Smith, communications director at the Association of Investment Companies, explains how investment trusts can boost your port...

IC Companies & Markets Show 16 March 2018

15 Mar 2018

Contributed by Lukas

In this week's podcast digital editor Graeme Davies delves into the shenanigans at Conviviality with Harriet Russell, explores the future of the commo...

IC Questions: How real is inflation risk?

12 Mar 2018

Contributed by Lukas

With oscillating currency markets, higher than expected inflation and central banks across the western world hawkish about interest rate rises, global...

Personal Finance Show: Investment trust opportunities & more

09 Mar 2018

Contributed by Lukas

On this week's show Nick Greenwood, manager of Miton Global Opportunities (MIGO), says where he is finding value in the investment trust uni...

Companies & Markets Show: Regulation, regulation, regulation

08 Mar 2018

Contributed by Lukas

IC editor John Hughman talks to Harriet Clarfelt and Mark Robinson about how a tsunami of new red tape for businesses is hitting the UK stock market. ...

Bull vs Bear: BP

06 Mar 2018

Contributed by Lukas

For the third episode in our Bull vs Bear series, we kick the investment tyres of oil and gas giant BP, one of the biggest dividend payers in the FTSE...

Isa special, best platforms, variable fees & more

02 Mar 2018

Contributed by Lukas

In this week's show, Paras Anand, chief investment officer for equities in Europe at Fidelity International, joins the team to explain how the ne...

Companies & Markets Show: Winter of discount-rent

01 Mar 2018

Contributed by Lukas

John Hughman talks to retail specialist Harriet Russell about why the sector's struggles could be good news for more fleet-of-foot retailers, plus the...

Boardroom Talk: Go-Ahead Group

26 Feb 2018

Contributed by Lukas

In this episode of Boardroom Talk Go-Ahead Group chief financial officer Patrick Butcher gives an update following the transport group's half-year res...

Personal Finance Show: Assessing Asia and a source of growth and income

23 Feb 2018

Contributed by Lukas

On this week's show Ed Smith, head of asset allocation at Rathbones, explains why investors shouldn't dismiss the prospects for Chinese growth. The te...

Companies & Markets Show: A bitter pill

22 Feb 2018

Contributed by Lukas

John Hughman talks to Megan Boxall about how the pharmaceutical industry is coping with the expiry of drug patents, while news editor Emma Powell roun...

Personal Finance Show: Attractive Asian income and good UK dividends

16 Feb 2018

Contributed by Lukas

Mark Williams, manager of Liontrust Asia Income Fund, explains how to generate an attractive yield by investing in Asian equities. Personal finance wr...

Companies & Markets Show: Solid foundations

15 Feb 2018

Contributed by Lukas

IC editor John Hughman talks to property correspondent Jonas Crosland about why real estate has proved so resilient, and with Alex Newman about the re...

Bull vs Bear: Ocado

12 Feb 2018

Contributed by Lukas

In the latest instalment of Bull vs Bear, the IC’s retail expert Harriet Russell and Peel Hunt tech analyst James Lockyer discuss the outlook for Oc...

Personal Finance Show: Building portfolios with ETFs and the case for home income

09 Feb 2018

Contributed by Lukas

In this week's show Joe Parkin, head of iShares retail and wealth at BlackRock, joins the team to explain what an ETF is and how you can use it in you...

Companies & Markets Show: Don't panic

08 Feb 2018

Contributed by Lukas

IC editor John Hughman discusses a wild week on the markets with Megan Boxall and Algy Hall, why the knives are out for big tech, and why Simon Thomps...

IC Questions: What's happening to bonds?

06 Feb 2018

Contributed by Lukas

Ahead of Jerome Powell's appointment at chairman of the Fed this week, US bond yields have been steadily creeping up. For this edition of IC Questions...

Personal Finance Show: Financial rebound and equity income champions

02 Feb 2018

Contributed by Lukas

In this week's show Darius McDermott, managing director at Chelsea Financial Services, joins the team to consider whether the recent rebound...

Companies & Markets Show: Share raiders

01 Feb 2018

Contributed by Lukas

IC editor John Hughman speaks to Megan Boxall about how to deal with short-selling raids, and Simon 'Indiana' Thompson about his continuing quest for ...

The Extraction Podcast: Premier Oil

30 Jan 2018

Contributed by Lukas

Despite low costs, production worth $2bn a year at today's prices, and several development projects in train, Premier Oil trades at a steep discount t...

Personal Finance Show: How safe is your DB pension and multi-asset uses

26 Jan 2018

Contributed by Lukas

Colin Low, managing director of Kingsfleet Wealth, joins the team to explains why defined benefit pensions are likely to be the best option in most ca...

Companies & Markets Show: So goes January

26 Jan 2018

Contributed by Lukas

On this week's show IC editor John Hughman is joined by Mark Robinson and Emma Powell to discuss some of the highlights of our annual sector-by-sector...

Bull vs Bear: Marks and Spencer

23 Jan 2018

Contributed by Lukas

Welcome to a new Investors Chronicle podcast series: Bull vs Bear. Following a disappointing Christmas update from high street bellwether Marks and Sp...

Personal Finance Show: Carrying on without Carillion, and a good way to reduce tax

19 Jan 2018

Contributed by Lukas

In this week's personal finance show, Rory McPherson, head of investment strategy at Psigma Investment Management, joins the team to assess ...

Companies & Markets Show: The Carillion dollar question

18 Jan 2018

Contributed by Lukas

After the collapse of Carillion IC editor John Hughman asks Tom Dines what the future has in store for public sector outsourcing, and is also joined b...

Boardroom Talk: Tarsus

15 Jan 2018

Contributed by Lukas

From the biggest airshow in the Middle East to the secrets of ageing gracefully, Tarsus has an event for all. In this episode of Boardroom Talk we spe...

Personal Finance Show: Reviewing for better returns

12 Jan 2018

Contributed by Lukas

On this week's show Darius McDermott, managing director of FundCalibre, joins the team to explain how to review your portfolio to get better investmen...

Companies & Markets Show: High street of horrors

11 Jan 2018

Contributed by Lukas

IC editor John Hughman talks about retail's winners with Harriet Russell this Christmas, and runs through the good, the bad and the ugly of the IC's 2...

Boardroom Talk: Phoenix

10 Jan 2018

Contributed by Lukas

Phoenix is not your typical life insurer. It buys and manages closed life and pension funds, handling assets worth around £76bn. In this episode of B...

Personal Finance Show: Fund tips for 2018

08 Jan 2018

Contributed by Lukas

On this week's show the team consider what equity markets might be good to invest at the moment, and highlight some of the best funds with which to ex...

IC Questions: What do our companies writers expect in 2018?

18 Dec 2017

Contributed by Lukas

From bank margins to water firms' regulatory pressure, 5G spectrum to automation software, and $400,000 drugs to urban logistics, our companies writer...

Personal Finance Show: The Santa rally and useful bonds

15 Dec 2017

Contributed by Lukas

On this week's show Investors Chronicle's economist Chris Dillow joins the team to consider whether you should believe in the Santa rally. They also d...