Investors Chronicle

Though most of us would understand what the term ‘financial health’ means, there isn’t quite an official definition. That’s a problem if we want policymakers to pay attention to this area. Ensuring we have enough money at the end of the month should be a concern not just for individuals, but for employers and financial regulators too. This is what Queen Mȧxima of the Netherlands has been campaigning for in her role as UN secretary-general’s special advocate for inclusive finance, or UNSGSA.In this episode, you’ll hear the Queen’s views on financial health and why it matters to everyone, across all countries – not just developing ones. Then, Silvia speaks to Pia Roman Tayag, the director of the UNSGSA office about where the concept of financial health fits in their longer-standing work on financial inclusion.-Links:Here is the link to the FT’s Financial Literacy and Inclusion Campaign, FT FLIC: https://ftflic.comHere are the links to Silvia’s interviews with Queen Máxima, from 2021: https://www.youtu

The latest episode of the Companies and Markets show! First up this week, James Norrington asks whether a different risk modelling approach can improve upon the 60/40 portfolio (and you read his feature on the matter here). Next up is an interrogation of the slightly more positive markets - is the rally convincing?And finally, food and ingredient producers Treatt, Cranswick, and Devro are under the microscrope. Dan Jones is joined by Alex Newman, James Norrington, and Mark Robinson. Hosted on Acast. See acast.com/privacy for more information.

There are a number of serious challenges facing the UK economy – rising energy costs, the cost of living crisis, rising interest rates and mortgage costs and supply chain issues to name a few. However, while they may not be showing signs of abating, a number of factors are becoming ‘less bad’ or at least not getting worse. Also, the UK stock market is different to the UK economy, particularly when investing at the larger end of the market capitalisation scale, where the economic exposure is more global. Given this dichotomy, could the UK market be an interesting (if challenging) place to invest with a long-term view? To see the full podcast series visit https://www.merchantstrust.co.uk/en-gb/videos-podcasts-and-reading Hosted on Acast. See acast.com/privacy for more information.

Dan Jones is joined by Evenlode Investment Management's Ben Peters and Chris Elliott. In a wide-ranging discussion, they talk through a difficult year for markets, which companies are best set up to counter inflationary pressures, the appeal of Microsoft over other big tech, Evenlode's long-term investment strategy, and more. Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Burberry is our result of the week following it's Q3 report showing demand has remained resilient for wallet-busting handbags and watches. Will it remain recession resilient..?Then we dive into this week's special IC feature on quality US shares. After this year’s market correction, does the US now offer better value? We break down some of the talking points. And finally, with the New York listed Manchester United potentially up for sale, we ask whether football clubs make a good investment. Dan Jones is joined by Alex Newman and Mark Robinson. Hosted on Acast. See acast.com/privacy for more information.

London mayor Sadiq Khan wants more power and financing for cities so they can deal with and find solutions to climate change. Cities, after all, are responsible for over two thirds of emissions and local administrations, says Khan, are seen as the “doers”, while national governments are the “delayers”.He thinks that mayors should be part of the UN climate conference negotiations. In fact, COP27, which is wrapping up in Sharm el-Sheikh this week, will be the last without cities at the table, he says.Does he have a point? Hear what Khan told Sustainable Views and what our correspondent Philippa Nuttall makes of his green leadership for London as she talks to Silvia Pavoni, your host.-Read Philippa’s article on why cities struggle to go carbon neutral:https://www.sustainableviews.com/why-cities-are-struggling-to-go-carbon-neutral/Find out more about Sustainable Views, here:https://www.sustainableviews.comAnd request a free trial to access all our content, here:https://survey.ft.com/jfe/form/SV_9RGu5ktcIREwM

Dan Jones welcomes Jemma Slingo and Arthur Sants to this weeks episode of the companies and markets show!First up is a discussion of potential reversal of shipping lines' fortunes, and the opportunities therein. Then it's BT under the spotlight off the back of the bad reaction to last week's results. And finally, how are transport companies affected by train strikes? All that and more...-This podcast is sponsored by TILLIT. TILLIT is the investment platform for investors who want to make better investment decisions. Invest in a curated selection of funds, investment trusts and ETFs and get expert insights on each and every one. Hosted on Acast. See acast.com/privacy for more information.

Ahead of this year’s UN climate conference, discussions over the responsibility of the world’s richest countries towards developing economies have intensified. Emerging markets’ contribution to climate change is miniscule, but they are disproportionately hurt by its effects. Think of the catastrophic droughts, floods and hurricanes directly linked to man-made climate change that have crashed infrastructure and cost lives and livelihoods across developing countries.With COP27 being hosted by Egypt, and African governments increasingly pushing back against requests to keep fossil fuels in the ground (as this would slow economic growth), will there be new solutions on the negotiation table? Will this be the Africa COP?Silvia chats to James King, one of our correspondents who has recently written about Africa, and to Gillian Marcelle, a development finance expert with sanguine views on the urgency of the issue - and on how to fix it.-You can read James’s deep-dive here: https://www.sustainableviews.com/afric

On this week's episode, Dan Jones welcomes Jennifer Johnson to talk GlaxoSmithKline (GSK) - they've made a good start to life post Haleon split, but are they a one-trick pony at the moment?Then Mark Robinson dives back into the Aim 100, with two more interesting stocks from our special review of the top 100 companies in Aim (by market capitalisation).And finally, Val Cipriani makes her podcast debut with a look at private equity trusts.Dan Jones hosts Jennifer Johnson, Val Cipriani and Mark Robinson.-This podcast is sponsored by TILLIT. TILLIT is the investment platform for investors who want to make better investment decisions. Invest in a curated selection of funds, investment trusts and ETFs and get expert insights on each and every one. Hosted on Acast. See acast.com/privacy for more information.

The current political and financial climate has made fixed income markets volatile and uncertain around the world. However, taking an active approach may help build resilience to potential headwinds while gaining greater exposure to the opportunities that arise.Listen to this podcast to gain insight from Gordon Harding, PIMCO fixed-income strategist on the current climate and what to potentially expect in the coming months.  Hosted on Acast. See acast.com/privacy for more information.

Silvia and Alison Taylor of NYU Stern School of Business look into the language of sustainability and find it still has a pretty loose grammar and highly convoluted syntax. Most native speakers do not even agree on a common interpretation of environmental, social and governance factors. The good news is: more of us are trying to learn this language. And Alison shares a few tips on how she teaches it too. In the show, Alison mentions a piece she’s written for Sustainable Views. You can find it here https://www.sustainableviews.com/incentivising-esg-what-does-it-really-take/To read more of our articles on ESG policy and regulation, you can register for a free trial here https://survey.ft.com/jfe/form/SV_9RGu5ktcIREwMLA Hosted on Acast. See acast.com/privacy for more information.

On this episode of the Companies and Markets show, Dan Jones, Julian Hofmann, and Alex Hamer review three interesting stocks from our special feature this week: Aim 100 2022: Part 1. But that's not all - Alex Hamer sticks around for a chat about the Lithium industry, which has been boosted by US Inflation Reduction Act spending beginning to filter through to companies. And finally there is a brief chat through Google's warning on digital advertisement spend, at a time when all the traditional ad agencies are still doing very well in terms of demand.Dan Jones hosts Julian Hofmann, Mark Robinson and Alex Hamer. Hosted on Acast. See acast.com/privacy for more information.

Confused about sustainability? You’re not alone. Environmental, social and governance factors, or ESG, are increasingly a headache for business, finance and world leaders alike. Now even policymakers are creating rules to govern this space. It’s hard to keep up and make sense of it all. So let us help you by sharing some of the most interesting views shaping this space. Join your host, Silvia Pavoni, as she talks to the people living and breathing sustainability – and a few critics too. (We can’t promise this will be a completely jargon-free space, but we shall try!)Want to talk to us directly? Email sustainable.views@ft.com. Want to find out more about Sustainable Views? Visit www.sustainableviews.comSustainable Views is an intelligence service by the Financial Times Group. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the Companies and Markets show, Julian Hofmann is on hand to break down US banks reporting - who did well, who did badly, and what were the share price moves?Then Michael Fahy joins the pod to discuss his long-read on the future of defence - how soon until AI robots roam the battlefields? (Spoiler, probably not imminently). Finally, properties writer Mitchell Labiak talks us through Bellway's results and has an outlook on the future of the housing market. Oh and Liz Truss resigned half-way through our recording, so see if you can spot that!Dan Jones hosts Julian Hofmann, Michael Fahy and Mitchell Labiak. Hosted on Acast. See acast.com/privacy for more information.

Dan Jones sits down with Abrdn Asset Management Asia chairman Hugh Young for a wide-ranging discussion, including whether the strength in the dollar is negatively affecting the business case for emerging markets, whether China is investible at the moment, and whether this current inflationary period is comparable to previous points in emerging markets history.Hugh Young is the Managing Director of Aberdeen Standard Investments, Asia. He was formerly a main board director and Head of Investments for Aberdeen Asset Management (before its merger with Standard Life plc). Hugh joined Aberdeen in 1985 to manage Asian equities from London, before founding the Singapore-based Aberdeen Asia in 1992 and since then he has built the company into one of the largest and most well-respected managers of such assets globally.  Hosted on Acast. See acast.com/privacy for more information.

On this episode of the companies and markets show, we start with our result of the week: pollster YouGov. Then it's over to Arthur Sants for a look through his long-read this week: Picking software winners. Valuations of software businesses have contracted significantly in the past year, but the sector still has plenty to offer investors, both in the US and the UK. And finally, is Elon Musk's Twitter takeover back on? It seems that way, and our panel are here to break down the implications of the deal. Dan Jones hosts Arthur Sants, Julian Hofmann and Mark Robinson. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the companies and markets show, our result of the week this time around is Tesco - can the grocer keep customers from turning to more discounted options? Then we dive into our long-read this week: Coca-Cola - a lesson in share analysis. Alex Newman takes us through the bull and bear case for the company. Finally Mark Robinson discusses how investors should be thinking about rising rates - who might be most badly affected and who might benefit? Dan Jones hosts Alex Newman, Julian Hofmann, and Mark Robinson Hosted on Acast. See acast.com/privacy for more information.

From the mini-Budget to an emergency intervention by the Bank of England, the bond market has seen more than its fair share of shocks in the last two weeks. Noelle Cazalis, fund manager on a number of portfolios including the popular Rathbone Ethical Bond fund (GB00B77DQT14), discusses the challenges facing fixed income investors and whether any bargains have emerged.This podcast was recorded on 29 September, after the Bank of England had announced its intervention but before the government backed down on some of its tax cut plans. Bond markets have rallied somewhat since then. Hosted on Acast. See acast.com/privacy for more information.

A week has passed since chancellor Kwasi Kwarteng's "mini"-Budget that so effectively threw markets into a tailspin. It leaves Dan Jones asking questions such as 'what?', 'why?', and 'eh?', and our economics expert Hermione Taylor attempting to make sense of it all, which she does with great aplomb in the first part of this weeks episode.Following this, properties writer Mitchell Labiak returns to the podcast to talk through his long read this week: Being good at buy-to-let.And then our result of the week gets a look in, with Saga this time under the spotlight.Dan Jones hosts Mark Robinson, Julian Hofmann, Mitchell Labiak, and Hermione Taylor. Hosted on Acast. See acast.com/privacy for more information.

First up on this episode of the Companies and Markets show is Kingfisher under the spotlight, with Dan Jones welcoming Christopher Akers to the pod. Then it's onto economic moats - what makes an economic moat and in which sector can you find the best one? It comes off the back of Alex Newman's article discussing the research of fund manager and analyst Michael Mauboussin (who we spoke to for an IC Interview podcast in June 2020).And finally Arthur Sants breaks down Netflix's attempted pivot towards profitability and the introduction of a cheaper subscription which will include advertisements. Hosted on Acast. See acast.com/privacy for more information.