Sinopsis
Concerned with QE's effects on equity valuations? Looking for ideas for your Isa? Or just plain confused by the stock market? Each week, the Investors Chronicle picks apart the latest news for companies, markets and funds in our regular magazine podcasts. Subscribe for these, along with CEO interviews, company-specific shows and special in-depth discussions on big market themes.
Episodios
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The Investment Hour: Health, wealth and happiness?
14/05/2020 Duración: 01h03minBritain is reopening – slowly. After the announcement of UK economic data, it has become clear that an easing of lockdown measures has become vital if we’re going to protect the health of the economy.In this week’s episode of the Investment Hour, Phil Oakley joins John Hughman and Megan Boxall to discuss why the economy needs to open rapidly and Harriet Clarfelt discusses some of the healthcare companies which may get us back to normality quickly. Plus, John Rosier joins the team to give an update on the performance of his portfolio. See acast.com/privacy for privacy and opt-out information.
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Invest like Buffett in turbulent times
09/05/2020 Duración: 01h08minIn challenging times, investors have looked to the king of investing for some guidance. Warren Buffett has delivered – but perhaps not in the way that the investors who are leaping back into the troubled stock market would have wanted. On this week’s Investment Hour, Megan Boxall and John Hughman discuss how the human psyche can sway even the best investors’ decisions. See acast.com/privacy for privacy and opt-out information.
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Bond funds for income and how to select strong smaller companies
07/05/2020 Duración: 34minOn this week’s show Dave Baxter explains how to get a good income by selectively investing in bonds. And Stuart Widdowson, manager of Odyssean Investment Trust, explains how taking a private equity approach when investing in smaller companies has helped iron out the volatility associated with this area. See acast.com/privacy for privacy and opt-out information.
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Funds for volatile oil markets & how to avoid making investment mistakes
01/05/2020 Duración: 29minOn this week’s show Darius McDermott, managing director of Chelsea Financial Services, looks at what effects oil price volatility is having on different types of funds and sets out some suggestions on where to get a more reliable income. He and Mary McDougall also highlight some mistakes you should not make in turbulent markets, and set out some techniques to stop making them. See acast.com/privacy for privacy and opt-out information.
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The Investment Hour: Coronavirus ripple effect
01/05/2020 Duración: 01h03minSix weeks of lockdown have unsurprisingly squeezed our spending. But the pain isn’t just being felt by the companies where you usually splash your cash. The impact is rippling up the chain and hurting property companies and banks. In this week’s episode of the Investment Hour, we discuss the implications for investors with Emma Powell and Alex Newman. And we talk to Phil about the importance of a much overlooked financial metrics: sales. See acast.com/privacy for privacy and opt-out information.
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Resilient investment trusts for market madness and safe havens
24/04/2020 Duración: 27minThis week Annabel Brodie-Smith, communications director at the Association of Investment Companies, updates on how investment trusts have been performing amid the recent market plunges and explains why they could still pay a good income. Dave Baxter looks at which assets have held up amid the market melt down and highlights some funds with which to access them. See acast.com/privacy for privacy and opt-out information.
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The Investment Hour: Oil mayhem
24/04/2020 Duración: 51minOn this week's Investment Hour the IC team get to grips with a crazy week on the oil markets, while Phil Oakley reveals a safe haven share for turbulent times. See acast.com/privacy for privacy and opt-out information.
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Alternative income investment trusts and Scottish Mortgage write down
17/04/2020 Duración: 13minIn this week's show Dave Baxter highlights some alternative assets which offer an attractive income, and suggests some investment trusts with which to access them. Mary McDougall explains how to work out your risk appetite, and why this might have changed as a result of the coronavirus outbreak. And Dave looks at why Scottish Mortgage Investment Trust has had to write down the value of some of its assets and how this has affected its performance. See acast.com/privacy for privacy and opt-out information.
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Buyback Mountain
17/04/2020 Duración: 33minOn this week's IC Companies & Markets Show John Hughman and Phil Oakley talk about why investors should be wary of companies favouring buybacks over special dividends, and why the travel industry could prove a good contrarian investment See acast.com/privacy for privacy and opt-out information.
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Bargain funds & investment trusts, and your shareholder rights in lockdown
09/04/2020 Duración: 14minOn this week's show Dave Baxter looks at which parts of markets may present and suggests some funds with which to access them. Dave also explains why Perpetual Income and Growth Investment Trust has sacked its manager and what it is doing about replacing him. And Mary McDougall looks at how companies are still managing to hold AGMs, despite social distancing rules, and explains how you can still take part in these meetings. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Margin of safety
09/04/2020 Duración: 57minOn this week's Companies & Markets Show editor John Hughman speaks to Alex Newman and the companies team about their hunt for safe sectors amid the Covid chaos, and Phil Oakley explains why investors in today's market should be paying more attention to the teachings of Ben Graham. See acast.com/privacy for privacy and opt-out information.
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Beating the dividend drought & smaller cos vet Banyard on Buffettology & more
03/04/2020 Duración: 29minThis week Dave Baxter explains why despite increasing numbers of UK companies slashing their dividends investment trusts should be able to continue to deliver a reliable income. Rosemary Banyard, manager of VT Downing Unique Opportunities Fund, says where she is finding opportunities in the UK small and mid-caps space, and profiles two companies that are doing well now and should continue to deliver strong returns. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: The new normal
02/04/2020 Duración: 44minOn this week's Companies & Markets Show John Hughman talks to Megan Boxall about why Covid-19 could permanently change the way the world works, and Phil Oakley explains why he thinks talk of recovery is premature. See acast.com/privacy for privacy and opt-out information.
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Good ways to mitigate market falls and how to enter turbulent markets
27/03/2020 Duración: 27minOn this week’s show Dave Baxter explains why funds which take an environmental, social and governance (ESG) investment approach have recently fared better. He and Steve Kenny, commercial director at Square Mile Investment Consulting and Research, consider whether ESG funds can continue to do well and explain why you need to carefully examine them before you invest. And Steve and Mary McDougall set out some sensible investment strategies for turbulent markets. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Surviving the dividend crunch
26/03/2020 Duración: 51minOn this week's Companies & Markets Show John Hughman talks to Alex Newman and Phil Oakley about how income-seekers can survive the dividend crisis, why Covid-19 may bring about much-needed changes in attitudes towards market and business risk, and a tech giant that should be on every investor's watchlist. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Fighting back
19/03/2020 Duración: 40minOn this week's Companies & Markets Show editor John Hughman talks to Megan Boxall and Phil Oakley about how science and government are mobilising their resources to beat Covid-19. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: CORONAGEDDON
13/03/2020 Duración: 41minOn this week's Companies & Markets Show John Hughman and Phil Oakley survey the damage Covid-19 has inflicted on global stock markets and explain why investors need to prepare themselves for the very different world it could leave behind. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Coronavirus diversifiers and what the Budget means for your pension
12/03/2020 Duración: 25minWith markets tumbling and economies on lockdown, much of this week's Budget was focused on tackling the worst effects of the coronavirus. But with some eye-grabbing initiatives in the pensions and Isa space, deputy personal finance editor Dave Baxter and Shore Financial Planning director Ben Yearsley discuss some of the implications the Budget could have on your finances. Meanwhile investment writer Mary McDougall delves into a controversial sector – absolute return funds – and asks how effective they are in volatile markets. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: How to manage money through volatility
06/03/2020 Duración: 27minOn this week's show Jason Hollands, managing director at Tilney Group, explains why you should not panic sell during falling markets and sets out some suggestions on how to manage your money through volatility. Personal finance writer Mary McDougall explains why European equities can provide good investment opportunities despite economic problems. And Jason sets out some of the tax benefits of Isas and how you can save for retirement with them. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Turbulent times
05/03/2020 Duración: 30minOn this week's Companies & Markets Show editor John Hughman talks to regular contributor and our new daily Market Outlook writer Neil Wilson to assess the prospect for markets as the economic impact of Covid-19 starts to show up in company updates. See acast.com/privacy for privacy and opt-out information.