Investors Chronicle

After years in the doldrums, both sterling and domestic-facing UK equities have made large gains on the back of a successful general election for the Conservatives. But is it plain sailing from now on? Victoria Hasler, director for research and consulting at Square Mile, discusses what a long road to Brexit might mean for investors.She and deputy personal finance editor Dave Baxter talk about whether the open-ended UK property funds, which have been struggling with Brexit-related uncertainty, are due a reprieve. They also look at what the future might hold for bond investors after a healthy 2019.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies & Markets Show editor John Hughman talks to Phil Oakley about the good, the bad, and the ugly of acquisitions.  See acast.com/privacy for privacy and opt-out information.

With property prices and equity markets rising for much of the last decade, more and more families are paying inheritance tax (IHT). IHT receipts hit a record high in the last tax year, but there are many individuals who could mitigate their final bill. In this week’s personal finance show, Foresight Group’s Hugi Clarke sets out what you need to know about IHT planning.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show editor John Hughman talks to Phil Oakley about how to spot the signs that could derail a company's share price.  See acast.com/privacy for privacy and opt-out information.

The uncertainty hanging over UK equities has translated into less activity on the IPO front this year - but any clarity could spell an end to the bottleneck. Oliver Brown, manager of the MFM UK Primary Opportunities fund, talks about what this has meant for his fund and how investors can navigate the current situation.He and deputy personal finance editor Dave Baxter also look at forced sales in the Woodford Equity Income fund, and whether there are more bargains to come for opportunistic investors.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show John Hughman and Phil Oakley talk to special guest Peter Higgins, founder of Conkers Corner, about his investment philosophy, the importance of research, and why investors shouldn't be afraid of doing nothing.   See acast.com/privacy for privacy and opt-out information.

Asia Dragon Trust (DGN) had not performed so well earlier in the decade, but last year and so far this year its performance has been much better. Adrian Lim, manager of this trust, which was previously called Edinburgh Dragon Trust, explains what brought about the improvement, and the main differences between his previous and current investment approach. He also explains what his definition of a quality company is, how he goes about selecting one and highlights some holdings that he has recently added to the trust.  See acast.com/privacy for privacy and opt-out information.

In this week's show Noelle Cazalis, co-manager of Rathbone Ethical Bond, explains how the fund outperforms many peers that don't have an ethical remit and some of the benefits of taking such an approach. Dave Baxter explains why value style investing might be making comeback and how establish which funds genuinely take a value approach.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets Show editor John Hughman talks to Algy Hall about the dividend-paying small caps behind one of his most consistently-performing stock screens, and Nilushi Karunaratne explains how investors can tap into the UK's incredible progress on energy decarbonisation  See acast.com/privacy for privacy and opt-out information.

The deadline for constituency nominations for the 12 December general election has passed, providing interesting insight into potential outcomes. IG Index’s Jeremy Naylor and Damian Lyons Lowe of Survation break down the parties, their leaders and what they each must do to gain a political majority on election day.Inspired? Find your next opportunity at IG.com  See acast.com/privacy for privacy and opt-out information.

On the week's IC Companies & Markets Show editor John Hughman talks to Phil Oakley about the turnaround challenges faced by FirstGroup and BT, the marketing brilliance of Greggs and Fevertree, and a value opportunity in retail property.  See acast.com/privacy for privacy and opt-out information.

On this week's show Peter Walls, manager of Unicorn Mastertrust, a fund of investment trusts, sets out what he looks for when selecting holdings, and how he mitigates the added risks that come with the benefits of these funds. He also highlights some investment trusts he has recently added to. Deputy personal finance editor Dave Baxter, meanwhile, explains why professional investors are more optimistic and how they have changed their asset allocations to reflect this.  See acast.com/privacy for privacy and opt-out information.

Sam Cosh, manager of European Assets Trust (EAT), says how he selects smaller companies that should be able to make good returns through the economic cycle and profiles holdings that he thinks have good prospects going ahead. He also sets out some of the risks European smaller companies face and how he has positioned the trust to deal with this, and explains why the trust's performance has lagged in recent years.  See acast.com/privacy for privacy and opt-out information.

December's general election is being steered by Brexit and a slowing UK economy. Political economist Ruth Lea weighs up UK plc's strengths and weaknesses as the country enters uncertain territory. Inspired? Find your next opportunity at IG.com.  See acast.com/privacy for privacy and opt-out information.

On this week's show Colin Low, managing director of Kingsfleet Wealth, sets out what you need to consider if you are invested in one of the former Woodford funds and wondering what to do next. He also considers if the Invesco Income and High Income funds' allocations to small and micro-caps are a serious risk, and highlights other funds invested in similar areas to these but which have more consistent track records.   See acast.com/privacy for privacy and opt-out information.

On this week’s Companies & Markets Show editor John Hughman talks to Neil Wilson, chief market analyst at Markets.com, about what dovish signals from the MPC mean for the market, the latest political problems for bookies, and why two retail bellwethers are struggling to revive their fortunes.  See acast.com/privacy for privacy and opt-out information.

James Harries built up a strong record as a global equity income investor at Newton Investment Management but four years ago left to join Troy Asset Management. He says how he runs the fund he currently manages, Trojan Global Income (GB00BD82KQ40), and how his approach differs to what he did at Newton. He also explains how he incorporates Troy's house emphasis on wealth preservation into his approach and why despite being able to invest across the world he thinks it's worth having a substantial allocation to UK equities.  See acast.com/privacy for privacy and opt-out information.

The general election offers markets hope for a turning point in the Brexit saga. IG's Joshua Mahoney and Joshua Warner assess the likely impact of the most widely predicted outcomes of the vote on the UK economy, and mull what they’d spell for sterling.Inspired? Find your next opportunity at IG.com  See acast.com/privacy for privacy and opt-out information.

Fresh twists and turns in the Brexit process have left UK equity investors with little certainty but plenty of potential opportunities. In this week's Personal Finance Show, Chelsea Financial Services managing director Darius McDermott looks at the impact future developments could have on both sterling and UK domestic assets, and what this means for portfolios. He and deputy personal finance editor Dave Baxter also discuss the bigger question of whether value investing is finally due a comeback, and how this should feed into fund selection. We also look at the latest Woodford news and what the future might hold for his funds. Our podcast is available across different distribution channels to allow you to access it in the most convenient way. Find us on Acast, Stitcher, iTunes and Spotify.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show editor John Hughman talks to Simon Thompson about how his Ben Graham-inspired approach has delivered stunning gains from this year's Bargain Shares portfolio and why there could be more upside to come. Plus what the coming election could mean for the markets.  See acast.com/privacy for privacy and opt-out information.