Investors Chronicle

'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 Capital Technology Trust. His response: "I feel like the growth trajectory for those companies is very strong. The challenge is always – and it really is a challenge for a growth investor – to try and assess how much of that is already captured in the valuation."In this podcast, find out which tech companies Ben thinks are worth the price and hear his thoughts on the regulatory outlook for the big tech companies as we head towards a hugely polarised presidential election.Mary and Ben discuss many of the topics discussed in recent IC articles, click on the links below to find out more about the outlook for the US technology sector.  See acast.com/privacy for privacy and opt-out information.

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 multi-year highs for over a year now, since breaking $1,400 over a year ago. This year, the Covid-19 job losses and major economic slowdown supercharged an already surging gold price.The big question is whether you should still be buying. On this week’s podcast Megan Boxall and John Hughman are joined by Alex Hamer and Dave Baxter to talk about possible entry points and where this new record comes from.SPECIAL OFFER - You can get four weeks of Investors Chronicle in print and online for just £4 with our special offer for podcast listeners. Go to investorschronicle.co.uk/podcastsub.  See acast.com/privacy for privacy and opt-out information.

Sir Ronald Cohen is described as the ‘father of British venture capital’, having co-founded Apax Partners in 1972. For nearly twenty years he has pioneered initiatives in the world of impact investing, including the Social Impact Investment Taskforce created during the UK’s presidency of the G8.  In this interview, Sir Ronald explains how the environmental and social impact of companies can be quantified - and even laid bare in their financial statements. Are impact-weighted accounts the future for socially responsible investing?  See acast.com/privacy for privacy and opt-out information.

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 Hughman and Megan Boxall get the lowdown from Harriet Clarfelt on the recent announcements and dig into the share price movements with trader Michael Taylor. We have also spoken to the chief executive and chief financial officer at Tristel and Phil Oakley has provided an overview of the outlook for companies.   See acast.com/privacy for privacy and opt-out information.

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 2019, a reader’s letter has highlighted how stark the situation is for some private investors. He said: “40 per cent of my retirement income comes from shares.”At a time like this, it’s hard to know where to turn. On this week’s podcast Megan Boxall and John Hughman are joined by Algy Hall, Dave Baxter and Nilushi Karunaratne to discuss the situation and help explain how investors can best cope with the income carnage of the past few months.We’ve also covered the outlook for income extensively in the magazine this week. Click on the links below to read our top dividend coverage and the stories mentioned on this week’s podcast.SPECIAL OFFER - You can get four weeks of Investors Chronicle in print and online for just £4 with our special offer for podcast listeners. Go to investorschronicle.co.uk/podcastsub.UK braced for prolonged period of measly incomeFor inves

Few financial experts speak with such authority about psychology in investing as Michael Mauboussin. He’s written the book on behavioural finance – literally, many times. In this interview, he and Algy Hall pick through the main discussion points of his latest research paper – ‘BIN there, done that’, which analyses the sources of mistakes people make when forecasting.  See acast.com/privacy for privacy and opt-out information.

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 technology sector and vast stimulus.But plenty of pitfalls lie in wait – high valuations, election uncertainty, civil disorder and escalating tensions with the world's second superpower: China. In part 2 of our series exploring how markets may react to the geopolitical standoff, John and Megan have been joined by Phil Oakley, Philip Ryland and Mary McDougall to discuss the risks and rewards of investing in the land of the free at this difficult juncture.  See acast.com/privacy for privacy and opt-out information.

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 Sorrell spoke to Lauren Almeida about his new venture, S4 Capital, how Covid-19 is accelerating the trends he sees shaping the advertising world in the digital era, and why he believes a V-shaped economic recovery is on the cards.  See acast.com/privacy for privacy and opt-out information.

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 boss Andy Bell, founder of AJ Bell, about the private investing landscape, the future of shareholder democracy, and how to investor behaviour has changed in the wake of the Covid-19 pandemic.  See acast.com/privacy for privacy and opt-out information.

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 founder of HSBC’s geopolitical risk team Derek Leatherdale told Alex Newman what investors need to know to keep their money safe in an increasingly fractious world, and what could happen next in the US: China standoff.  See acast.com/privacy for privacy and opt-out information.

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 short selling activist Carson Block, whose firm Muddy Waters has exposed some several major corporate fraud and accounting scandals on stock markets around the world.  See acast.com/privacy for privacy and opt-out information.

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 market that is best avoided?In part one of our two part series exploring the rising tensions between the world's two superpowers, John and Megan have been joined by Phil Oakley, Philip Ryland and Dave Baxter to discuss the challenges of the China investment saga.Featuring interviews with China market experts, Muddy Waters’ Carson Block and Derek Leatherdale, the former head of geopolitical risk at HSBC.  See acast.com/privacy for privacy and opt-out information.

Whatever your views on the social and political implications of recent protests against racial inequality, their message has dredged up a thorny subject for the investment world. How much does good social practice matter to companies and to what extent are those companies accountable for social malpractice?  See acast.com/privacy for privacy and opt-out information.

Liquidity or illiquidity is a tentative topic for British investors, especially in the wake of the Woodford fiasco of 2019. In coronavirus markets, liquidity is again being used as a dirty word - should we be fearful of rallies driven by liquidity? Phil Oakley and Chris Dillow have joined Megan Boxall and Dave Baxter to help answer that question. And Alex Hamer has introduced us to the idea of illiquidity as an investment strategy.There are a couple of articles in the mag this week that it might be worth dropping into the podcast page as well: Chris Dillow on not being fearful of liquidity driven rallies and Phil Oakley's musings on whether the the stock market is detached from reality.  See acast.com/privacy for privacy and opt-out information.

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 challenges of a post-coronavirus world? To understand the outlook for the market, we have spoken to Alex Janiaud and Phil Oakley. And we have been joined by Patrick Dardis, chief executive of pub group Youngs to discuss the outlook for his company.  See acast.com/privacy for privacy and opt-out information.

Vaccine and treatment progress in the war on coronavirus is unsurprisingly capturing investor attention. But there is a world of healthcare beyond the pressure of the pandemic which could provide investors with far more lucrative returns. In this week’s podcast John Hughman and Megan Boxall are joined by Harriet Clarfelt and Mary McDougall to discuss the investment opportunities in the market. Harriet has also spoken to special guest Nina Deka from Robo-Global and we celebrate the long awaited return of Phil Oakley.  See acast.com/privacy for privacy and opt-out information.

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 do investors navigate a phenomenon they often don't know they're experiencing until it bursts? On this week's Investment Hour John Hughman and Megan Boxall are joined by IC experts Algy Hall, Chris Dillow, Philip Ryland and Dave Baxter to try and understand why bubbles form and pop, and what to do if you think you're in one.  See acast.com/privacy for privacy and opt-out information.

Mary McDougall explains how you can get income from equities even amid dividend cuts. Ed Smith, head of asset allocation research at Rathbones, considers whether a rise in inflation is likely and highlights some investments to protect against this. He also explains why although the coronavirus pandemic is unlikely to end globalisation there are some emerging trends investors need to be aware of.  See acast.com/privacy for privacy and opt-out information.

For all the challenges posed by coronavirus, the crisis also provides multiple opportunities for renewal. That’s the theme of our series of features ‘The New Future’ which we kicked off this week and is also the topic of this week’s podcast when John Hughman and Megan Boxall are joined by regular guests Algy Hall and Alex Newman. Plus the long overdue podcast debut of the IC’s resident economist Chris Dillow.  See acast.com/privacy for privacy and opt-out information.

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 index and highlights some US companies that could benefit from the changing investment landscape. Mary McDougall looks at what LF Blue Whale Growth Fund’s manager was investing in when others were cautious and why he places such great importance on valuations.  See acast.com/privacy for privacy and opt-out information.