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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Personal Finance Show: How to home in on value and HOT Brexit opportunities
12/07/2019 Duración: 20minJoe Bauernfreund, manager of AVI Global Trust, explains how to spot a good investment opportunity at a discount and says why he thinks value investing is worth the wait. Zayani Bhatt explains why another fund manager argues that even if there is a hard Brexit a lot of new opportunities will arise, and profiles one of his picks. See acast.com/privacy for privacy and opt-out information.
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Companies & Market Show: Income Majors and Simon Thompson's Bargain Shares
11/07/2019 Duración: 39minOn this week's show digital editor Graeme Davies talks to Alex Janiaud and Harriet Clarfelt about our Income Majors special issue while Simon Thompson discusses how his 2019 Bargain Shares portfolio is performing with a focus on two investment companies. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Unearthing the best private equity and how to get a head start on retirement
05/07/2019 Duración: 25minAndrew Lebus, lead manager of Pantheon International, a private equity investment trust, explains where you can find the best returns away from public markets and what you need to assess to find them. Personal finance writer Zayani Bhatt, meanwhile, explains the different ways in which young investors can start to build up retirement savings. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets show: Fintech's big bang
04/07/2019 Duración: 24minDigital editor Graeme Davies in discussion with James Norrington and Alex Newman on the latest problems for Funding Circle, Jupiter's fund manager departure and the massive opportunities in the fin tech space both now and in the future. See acast.com/privacy for privacy and opt-out information.
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Interview: Generating a reliable income with lower volatility
01/07/2019 Duración: 20minHugo Ure, manager of Troy Income & Growth Trust (TIGT) and Troy Trojan Income Fund, explains how he manages to achieve a steady income and less volatile returns than many other UK equity income funds. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Healthy yield via growth and a steady income
28/06/2019 Duración: 26minOn this week's show, Paul Major, co-manager of BB Healthcare Trust, explains how this fund is able to pay attractive dividends while investing in a growth area. He also profiles some of the healthcare sub sectors and companies which offer the best opportunities. Personal finance writer Zayani Bhatt, meanwhile, looks at a fund which provides a steady income, good total returns and portfolio diversification. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Woodford, Trump & BAE's blow
27/06/2019 Duración: 31minThe latest in the Woodford saga, how Trump's tariff war is starting to bite UK tech, BAE's Saudi sales threat, the opportunities in streaming and more as digital editor Graeme Davies discusses this week's issue with Alex Janiaud and Tom Dines. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Woodford and illiquidity, and income from infrastructure debt
21/06/2019 Duración: 26minOn this week's show Adrian Lowcock, head of personal investing at Willis Owen, explains why the level of illiquid investments in LF Woodford Equity Income Fund was of concern, and when this could be a problem for other funds. Phil Kent, lead adviser to GCP Infrastructure Investments, sets out the arguments for investing in infrastructure debt and says where he is finding the best opportunities in this sector. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Calling T.I.N.A.
20/06/2019 Duración: 42minOn this week's Companies & Markets Show editor John Hughman and Phil Oakley discuss what to do when it seems as though There Is No Alternative but to buy overpriced assets. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: What to learn from Woodford and innovative rewards and risks
14/06/2019 Duración: 15minOn this week's show Victoria Hasler, research and consulting director at Square Mile, considers whether investors could have anticipated that LF Woodford Equity Income Fund would stop trading and what risks you have accept when investing. Zayani Bhatt, meanwhile, weighs up the risks and rewards of innovative finance Isas. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: End of the road?
13/06/2019 Duración: 44minOn this week's IC Companies & Markets show, editor John Hughman is joined by Phil Oakley and Alex Janiaud to talk about signs of trouble in the car industry, fresh concerns about the Help to Buy Scheme, and why the hunt for quality is becoming a very crowded trade. See acast.com/privacy for privacy and opt-out information.
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Venturing into tax efficient investments and emerging high growth
07/06/2019 Duración: 24minIn this week's show Paul Latham, head of tax products at Octopus Investments, explains what a venture capital trust (VCT) is, how it is tax efficient and how investors can use them in their portfolios. Zayani Bhatt, meanwhile, profiles a fund focused on a high growth region with the potential to ride out short-term economic and political problems over the long-term. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Woodford woe
06/06/2019 Duración: 43minOn this week's IC companies and markets show editor John Hughman talks to Phil Oakley about why Hargreaves Lansdown could be the big loser from the Woodford Funds crisis, and why investors should consider splashing out for Auto Trader's premium-priced shares See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Tracking top ETFs and attractive income
31/05/2019 Duración: 19minBen-Seager-Scott, head of multi-aset funds at Tilney Group, joins the IC team to discuss the benefits and risks of ETFs, the roles they can play in a portfolio and which assets are best accessed via ETFs. They also profile two ETFs in the recently updated IC Top 50 ETFs list and look at an active fund which offers an attractive income and diversification. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Bowled over
30/05/2019 Duración: 36minOn this week's Companies & Markets Show editor John Hughman talks to Phil Oakley about a trio of interesting property plays and why investors should be on the hunt for unglamorous 'chuggers', such as Hollywood Bowl. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Blue-chip blues
23/05/2019 Duración: 43minOn this week's Companies and Markets Show editor John Hughman talks to Phil Oakley about why the FTSE 100 is failing investors, why M&S may never regain its spark, and why the food industry may be facing lean times (and a couple of Phil's favourite shares to offset the gloom). See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Hedge funds and contrarian investing
17/05/2019 Duración: 26minIn this week's Personal Finance Show, the team are joined by Huw Evans, chairman of the BH Macro investment trust (BHMG), to discuss how hedge funds can fit into private investor portfolios, what's changing in the notoriously expensive sector, and what kind of performance investors can expect when markets get volatile. Plus the latest changes to the Association of Investment Companies sector rules and definitions, and what this means for investors who use sector averages as benchmarks when finding funds. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Fantasy investing
17/05/2019 Duración: 50minOn this week's Companies and Markets Show editor John Hughman talks to Algy Hall about why a fantasy gaming company has proved such a lucrative investment, and why chasing tech unicorns might prove a fantasy too far. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Benefits of biotech and diversifying income
10/05/2019 Duración: 24minIn this week's show Carl Harald Janson, manager of International Biotechnology Trust, sets out the arguments for investing in biotech companies and says which areas of this sector offer particularly good opportunities. He also explains how the trust gets exposure to unquoted companies and is able to pay attractive dividends. And personal finance writer Zayani Bhatt explains why you need to diversify your sources of equity income, and highlights a good area and fund with which to do it. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Purple rain
09/05/2019 Duración: 42minOn this week's IC Companies and Markets Show editor John Hughman talks to Phil Oakley about this week's big market news, including why Purplebricks' disruptive idea to revolutionise estate agency is proving a damp squib for investors. See acast.com/privacy for privacy and opt-out information.