Investors Chronicle

Adrian Ash, director of research at BullionVault, sets out the case for investing in gold. The IC team look at which investment trusts have increased their dividends most consistently and which key attributes you should assess when choosing an equity income fund.   See acast.com/privacy for privacy and opt-out information.

Franchise saturation, shorting strategies and why a humble brick maker is one of Phil Oakley's preferred options in 2019. This week's Companies & Markets Show centres on some recent company results in light of our latest cover feature.   See acast.com/privacy for privacy and opt-out information.

Fevertree Drinks (FEVR) has become a darling stock for Aim investors, having risen over 1500 per cent since its initial public offering in 2014. Revenues grew to match the share price and now investors wait with anticipation as the company tries to break into the lucrative US market hoping punters pick up its premium-priced tonics and mixers. But, has the share price grown too far? Are there risks with its attempts to break into the competitive US market? Or is the current share price either accurate or even at a discount compared to the potential revenue growth on offer?Listen to Investors Chronicle specialist writer Julia Faurschou and fund manager of the Merian UK Mid Cap Fund (GB00B1XG9482) Richard Watts fight it out in the latest Bull vs Bear podcast.  See acast.com/privacy for privacy and opt-out information.

David Liddell, chief executive of IpsoFacto Investor, joins Leonora Walters to weigh up the merits of UK commercial property and the best ways to access it. He also assesses the state of the UK equity market and suggests some funds to exploit any potential value. And he looks at how LF Woodford Equity Income fund has been performing and its moves to reduce its exposure to unquoted investments.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets Show editor John Hughman talks to James Norrington and Phil Oakley about the relative merits of buybacks and dividends, and the thinking behind some changes to Phil Oakley's fantasy portfolio.  See acast.com/privacy for privacy and opt-out information.

On this week's show Adrian Lowcock, head of investing at Willis Owen, explains how investors can can make the most of their Isas to have the best chance of hitting their financial goals. Taha Lokhandwala explains how smaller companies can boost your portfolio's growth. And they explain why niche and thematic funds aren't necessarily the best way to get long-term growth.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies & Markets Show, editor John Hughman and Phil Oakley chew the fat about what the BBC/ITV Britbox joint venture could mean for the UK media industry and why Amazon could end up the big winner in the streaming wars, and why M&S may have bitten off more than it can chew with its online shopping JV with Ocado. Plus some strong views on the Help to Buy housing scheme.  See acast.com/privacy for privacy and opt-out information.

On this week's show Shaniel Ramjee, multi-asset manager at Pictet, joins the IC team to look at why gold has proven to be a defensive asset and whether it is worth its price. He also explains what asset classes he is allocating to at the moment and why. And they also profile an equity income fund which targets the best dividend paying companies from across the world.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies and Markets Show, IC editor John Hughman speaks to Emma Powell about how the UK's big banks are once again becoming income giants, and Julia Faurschou explains why consumer goods companies' shift to socially responsible strategies is paying dividends for the planet and investors.  See acast.com/privacy for privacy and opt-out information.

On this week's show Taha Lokhandwala explains why the prospects for European equities don't look great, and Colin Low, managing director of Kingsfleet Wealth, suggests some alternative ways to get exposure to developed markets equities. They also look at who will take over the running of Schroder Tokyo fund following Andrew Rose's retirement. And Colin sets out some suggestions on how to invest in a more ethical or socially responsible way.    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 about his new Quality Portfolio, asks if there's any puff left in Debenhams shares, and why discounted shares in a small industrial landlord could be worth snapping up.  See acast.com/privacy for privacy and opt-out information.

On this week's show deputy personal finance editor Taha Lokhandwala explains how to get the right asset allocation for your pension as you approach retirement. Iain Barnes, head of portfolio management at Netwealth, explains how to allocate and invest long term portfolios such as a pension. They also consider the importance of market factors and styles, and what is key when constructing a portfolio.   See acast.com/privacy for privacy and opt-out information.

On this week's Companies and Markets show editor John Hughman takes a sceptical look at Ocado and the broader grocery industry with Phil Oakley and Harriet Russell, plus why housebuilders may continue to surprise on the upside.   See acast.com/privacy for privacy and opt-out information.

Evy Hambro, manager of BlackRock World Mining Trust (BRWM), sets out the arguments for getting exposure to commodities via shares in mining companies and where to find the best opportunities in this area. He also explains why this investment trust had a difficult 2018, how the prospects for this area could improve and how he is also adding value by investing in unlisted holdings.  See acast.com/privacy for privacy and opt-out information.

Taha Lokhandwala looks at how Asian equities and funds have been performing. Rachel Winter, senior investment manager at Killik, considers whether it is a good time to allocate to Asian and frontier market equities. And they suggest some ways to identify and compare ethical funds that meet your criteria.    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 about why private investors find it increasingly hard to follow the strategies of the investment greats.  See acast.com/privacy for privacy and opt-out information.

The team discuss extracting income from Asian equities and how infrastructure trusts fared in 2018.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets Show editor John Hughman speaks to Phil Oakley about the dangers of dividend investing, why some active managers aren't worth their salt, and the risks of backing highly rated shares  See acast.com/privacy for privacy and opt-out information.

On this week's Personal Finance Show Ben Ritchie, manager of  Dunedin Income Growth Investment Trust, explains why he has changed its investment strategy and where he sees the best opportunities in the UK equity market. And deputy personal finance editor Taha Lokhandwala weighs up the merits of using cash to mitigate market volatility.   See acast.com/privacy for privacy and opt-out information.

Editor John Hughman talks to James Norrington about why 'permabear' Albert Edwards could be right this time, and why value could finally regain its crown as the winning investment strategy   See acast.com/privacy for privacy and opt-out information.