Investors Chronicle

Onthis week's show Dave Baxter looks at who Woodford Patient Capital Trust's new managers will be, what their experience is and what they will charge investors. Jon Forster, co-manager of Impax Environmental Markets, explains what areas the trust invests in, how he selects investments and where he is finding new opportunities.   See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show editor John Hughman talks to trader Michael Taylor about a topic of much mystique – the role of market makers. Plus a look at the subject of a reader's email – the chart pattern of Sylvania Platinum and more.  See acast.com/privacy for privacy and opt-out information.

When will sterling start trading on fundamentals and not on Brexit? Will UK equities rise if there’s a deal? Peter Dixon, Global Financial Economist at Commerzbank mulls the markets as the uncertainty continues. Inspired? Find your next opportunity at IG.com  See acast.com/privacy for privacy and opt-out information.

In this week's show deputy personal finance editor Dave Baxter looks at why it was decided to close LF Woodford Equity Income Fund and what is going to happen to the other funds that were run by Woodford Investment Management. Rachel Winter, associate investment director at Killk & Co, explains what you should monitor to ensure your funds are still doing what they should be. They also consider the implications of growing trade tensions on equity markets, and if and what investors should do to protect against these.   See acast.com/privacy for privacy and opt-out information.

Editor John Hughman and Phil Oakley discuss the effect of a Brexit breakthrough on the stock market, Dominos beating a retreat from Europe, why AO World should do the same and why WH Smith is expanding its horizons globally  See acast.com/privacy for privacy and opt-out information.

A eurozone slowdown is anticipated, triggered by recession fears in Germany, domino effects from the US/China trade war and Brexit uncertainty weighing on potential growth. IG Senior Analyst Josh Mahoney and Daniel Lacalle of Tressis discuss how ECB monetary policy can best help to best mitigate economic woes throughout the bloc. Inspired? Find your next opportunity at IG.com  See acast.com/privacy for privacy and opt-out information.

Two years ago Alliance Trust (ATST) shareholders voted in favour of adopting a multi-manager approach, whereby a fund's manager outsources investment selection to other managers. Craig Baker, chief investment officer at Willis Towers Watson, and his team are responsible for doing this for Alliance Trust, so he explains how they have implemented this approach and how it differs from other multi-asset funds. He also updates on how the trust has performed since they took it over, how they select the managers likely to find the best stocks, and how they strike a balance between generating growth and income.  See acast.com/privacy for privacy and opt-out information.

On this week's show deputy personal finance editor Dave Baxter sets out the many uses of multi-asset funds. Rory McPherson, head of investment strategy at Psigma Investment Management, looks at how to mitigate downside via asset allocation, highlights the best bond options for income and explains why passive funds are not a good way to access this asset.  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 why his UK-centric stock screen is shrugging off the Brexit blues, and updates from the high and low flyers from this year's Tips of the Year selection.  See acast.com/privacy for privacy and opt-out information.

After a decade of growth, is the US economy set to contract? Should positivity over unemployment reaching a 50-year low be tempered by signs of a slowdown in wage growth and a strengthening dollar? Danielle DiMartino Booth, Chief Strategist, Quill Intelligence and IG’s Chief Market Analyst, Chris Beauchamp, discuss the outlook for the world’s largest economy, and the options open to the Federal Reserve. Inspired? Find your next opportunity at IG.com  See acast.com/privacy for privacy and opt-out information.

On this week's show Andrew Cole, head of multi asset at Pictet Asset Management, explains to AIC broadcast journalist of the year Leonora Walters how to mitigate downside via portfolio diversification. He also highlights some of the main threats to and opportunities in equity markets, and says what areas of the bond market he thinks look like the best options at the moment.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets Show editor John Hughman talks to Phil Oakley about what 'Drastic' Dave Lewis's departure will mean for Tesco, what lies in store for troubled Ted Baker and Revolution Bars, and why markets have been a sea of red this week.  See acast.com/privacy for privacy and opt-out information.

UK equities are out of favour with investors globally but Richard Penny, manager of FP CRUX UK Special Situations Fund (GB00BG5Q5X24), argues that this asset class still has a number of merits. He explains why UK equities could offer value and how to find stocks that are not value traps. He also highlights some stocks and sectors that could prove to be resilient, and deliver high returns on capital and growth – despite the challenges ahead.  See acast.com/privacy for privacy and opt-out information.

Another set of high level talks between the US and China are due to take place this month in the hopes of brokering a deal to put an end to the current trade war.  In this episode, IG Index’s Josh Mahoney and Gabriel Wildau from advisory firm Teneo dissect the impact of tariffs, from China’s slowing economy to the countries looking to benefit from the supply chain disruption. Inspired? Find your next opportunity at IG.com  See acast.com/privacy for privacy and opt-out information.

On this week’s show, fund manager David Conlon talks about the advantages and challenges of investing for income via direct lending in the real assets universe. David also tells deputy personal finance editor Dave Baxter how his GCP Asset Backed Income fund is currently positioned and where the next investment opportunities might appear.Elsewhere in the personal finance section, we look at the overlooked fund performers that could give your portfolio an edge. We also consider how ethical funds have performed versus their mainstream equivalents. And our latest fund tip puts forward a renowned outperformer that has started to look cheap after a market shake-up.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 rounds up a crazy week in politics and finance, talks to Algy Hall about his 'so bad, it's good' small-cap strategy, and Tom Dines about the retailers defying the high street gloom   See acast.com/privacy for privacy and opt-out information.

The UK economy's been slowing steadily for the past couple of years, and GDP contracted in Q2. As well as leaning heavily on the pound for three years, Brexit has impacted demand too. But what comes next, and can the UK economic outlook be down to the binary choice of a high stakes game of 'Deal or No Deal'? Inspired? Find your next opportunity at IG.com  See acast.com/privacy for privacy and opt-out information.

Orion Resource Partners is a major player in the mining space, with $6bn under management. Portfolio manager Philip Clegg talks us through his long-term investing approach and how he vets junior mining companies.   See acast.com/privacy for privacy and opt-out information.

Deputy personal finance editor Dave Baxter looks at how to use investment trusts to profit from unloved markets, out of favour areas and higher yields. Michael Martin, private client manager at Seven Investment Management, explains to draw a retirement income tax efficiently and why higher yielding investments aren't always the best option. And they consider the difficulties of choosing ethical and responsible funds, and set out some suggestions to help you find a fund that meets your requirements.  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 why Kingfisher is ripe for a breakup, why investors should look past the politics of JD Wetherspoon, and why more companies should report as transparently as Next.  See acast.com/privacy for privacy and opt-out information.