Investors Chronicle

On this week's show David Liddell, chief executive of IpsoFacto Investor, explains how he helped put together the IC Top 100 Funds and how he homes in on a good fund. He also profiles a top performing fund he suggested adding to the list. Deputy personal finance editor Dave Baxter, meanwhile, looks at why Merian Global Investors is selling unquoted assets out of some of its funds.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies & Markets Show editor John Hughman finds Phil Oakley in an unusually bullish mood, talking LSE, Apple, Ashtead & more.  See acast.com/privacy for privacy and opt-out information.

This week Tabula Investment Management founder Michael John Lytle talks to deputy personal finance editor Dave Baxter about the growing world of bond ETFs and where investors might still find a meaningful yield. And personal finance editor Leonora Walters looks at why equity income funds could be a good defensive growth play at a time of increased market risk.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies and Markets Show editor John Hughman talks to Phil Oakley and Algy Hall about avoiding cyclical companies disguised as quality, and cycling companies disguised as technology.  See acast.com/privacy for privacy and opt-out information.

On this week’s show, personal finance editor Leonora Walters looks at another drastic move from Neil Woodford and the logic behind it.And Ed Smith, head of asset allocation research at Rathbones, tells deputy personal finance editor Dave Baxter what the latest Brexit news means for UK equity investors.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets Show editor John Hughman talks with Algy Hall and Alex Janiaud about toys, tariffs, and why the best way to play the booming global travel industry could be selling chocolate.    See acast.com/privacy for privacy and opt-out information.

On this week’s show Victoria Hasler, director for research and consulting at Square Mile Investment Consulting and Research, looks at the recent rush into bond funds, what’s driving it and whether now is a good time for investors to get involved with the asset class. And personal finance editor Leonora Walters looks at a new entrant in the real assets space and what it’s doing to stand out from the competition.  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 to talk about the wider implications of Greene King's takeover, what Persimmon's results tell us about the health of housebuilders, and the disconnect between bond and stock markets.  See acast.com/privacy for privacy and opt-out information.

Gold looks comfortable for the moment at $1,500 per ounce, as the US-China trade war rumbles on and bond yields go negative. But is it too late for retail investors to get on this train, and what does it mean for gold-related equities? We had a chat with World Gold Council chief market strategist John Reade about gold price drivers and the context for the current highs.   See acast.com/privacy for privacy and opt-out information.

On this week's show deputy personal finance editor Dave Baxter makes the case for dialling down the US component of your global equity exposure. Alex Brandreth, deputy chief investment officer at Brown Shipley, argues in favour of maintaining some exposure to this market, and suggests some approaches and funds via which to get exposure. They also debate the merits of UK equity income funds and highlight some of the better performers in this area.    See acast.com/privacy for privacy and opt-out information.

On this week's Companies & Markets Show John Hughman is joined by Simon Thompson to discuss the performance of Simon's Bargain Shares 2019 portfolio and what next for Burford and more.  See acast.com/privacy for privacy and opt-out information.

On this week's show deputy personal finance editor Dave Baxter explains why investors are piling into bond funds again and profiles a type of bond fund they are particularly keen on. Paul Syms, head of EMEA ETF fixed income product management at Invesco, makes the case for having exposure to this asset class at the moment – despite some risks – and accessing bonds via passive funds.    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 and Michael Taylor about the bear attack on Burford Capital, gold's big bounce, and why a punt on Boohoo might buck the retail trend  See acast.com/privacy for privacy and opt-out information.

As global energy markets move towards lower-carbon sources, oil- and coal-exposed equities could lose their value. We spoke to Legal & General Investment Management's head of commodity research, Nick Stansbury, to get a clearer picture on this major shift.   See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets Show editor John Hughman talks to contributor Michael Taylor about life as a full-time trader and what lessons long-term investors can learn from the techniques he employs.  See acast.com/privacy for privacy and opt-out information.

Extreme weather means John Hughman and Phil Oakley head to an Essex pub to record this week's IC Companies and Markets Show. We discuss yet another profit warning from Aston Martin, danger signs at Ted Baker, and why retailers like B&M and Amazon are bucking the trend. Plus an interesting value play in the energy sector.  See acast.com/privacy for privacy and opt-out information.

Lauren Peters, chartered financial planner at Fiducia Wealth, explains how to help your children manage their student debt and sets out some tax efficient ways to pass wealth to your children. Zayani Bhatt, meanwhile, explains why equity investors cannot ignore the US despite high valuations.    See acast.com/privacy for privacy and opt-out information.

On this week's show Tom Buffham, senior investment analyst at Octopus Investments, explains how emerging markets bonds can generate an attractive income and diversify portfolios.  See acast.com/privacy for privacy and opt-out information.

Digital editor Graeme Davies, specialist writer Phil Oakley and stock screens specialist Algy Hall discusses profit warnings, safe yields, AG Barr, Britvic and Fevertree and much more.  See acast.com/privacy for privacy and opt-out information.

Emerging markets are typically associated with the potential for strong growth. But Omar Negyal, co-manager of JPMorgan Global Emerging Markets Income Trust (JEMI), explains why emerging markets can also be a good source of dividends, and which areas and sectors offer particularly good opportunities. He also explains how he selects income stocks, and highlights some of the holdings that have helped this investment trust generate an attractive income.  See acast.com/privacy for privacy and opt-out information.