Investors Chronicle

This week Paola Binns, senior fund manager at Royal London Asset Management, considers how much of a risk interest rates are to bonds and explains how to find the best fixed income opportunities. Taha Lokhandwala looks at how Mid Wynd International Investment Trust's manager is implementing a two-pronged investment strategy and his perhaps surprising choice of defensive holdings.  See acast.com/privacy for privacy and opt-out information.

On the first show of 2019, IC editor John Hughman talks to Simon Thompson about how a shift in US monetary policy could give markets a lift, and why he's spotting plenty of UK share bargains, while Harriet Russell explains why some retailers have had a better Christmas than many expected.  See acast.com/privacy for privacy and opt-out information.

On this week's show deputy personal finance editor Taha Lokhandwala sets out some of his fund tips for 2019. He and Lauren Peters, chartered financial planner at Fiducia Wealth Management, consider the merits of UK equities and wealth preservation funds. And Lauren sets out her top tips for reviewing your finances and investment portfolio.  See acast.com/privacy for privacy and opt-out information.

Darius McDermott, managing director at Chelsea Financial Services and FundCalibre, suggests some asset allocations to address what could be a volatile year ahead for markets. Deputy personal finance editor Taha Lokhandwala looks at how taking a contrarian value approach has played out for Scottish Investment Trust (SCIN). And Darius weights up the merits of allocating to alternative assets and suggests some funds for getting exposure to them.  See acast.com/privacy for privacy and opt-out information.

Unlike many other funds, BMO Managed Portfolio Trust (BMPG) doesn’t invest its assets directly into shares or bonds, but rather into other investment trusts. Its manager Peter Hewitt tells personal finance editor Leonora Walters what his process is for selecting investment trusts, and what are some of the most important things investors should consider when choosing trusts for income and growth. He also profiles some of the trusts he has recently invested in and flags the areas of the investment trust universe he thinks could offer good opportunities in 2019.  See acast.com/privacy for privacy and opt-out information.

Numerous psychological factors push investors into making mistakes. Victor Ricciardi, author and Assistant Professor of Financial Management at Goucher College, Maryland, and Oliver Smith, Portfolio Manager at IG, discuss how the fear of missing out or looking to make maximum returns without considering the risks can be controlled, and the crucial role played by portfolio rebalancing.   See acast.com/privacy for privacy and opt-out information.

On this week's show Adrian Lowcock, head of personal investing at Willis Owen, joins the team to look at what drove markets in 2018 and what might shape the investment landscape in 2019. They assess the prospects for areas including UK equity growth and income, China and tech shares.   See acast.com/privacy for privacy and opt-out information.

As 2018 ends with UK equity markets on shaky ground, big clouds hang over many sectors for the year ahead. From struggling high street retailers to safe property plays, and buoyant industrials to takeover-ripe payments firms, our companies writers look at the themes which are set to dominate 2019, whichever way near-term political sentiment blows. Produced by Dominic Toms. Featuring music by Scotch and Soda feat. Pastor McPurvis.  See acast.com/privacy for privacy and opt-out information.

The psychology of investing is different to the psychology of trading. Longer time horizons mean the investor’s mindset needs to be different to that of a trader. Self-made millionaire investor and author Mark Shipman and Oliver Smith, Portfolio Manager at IG, discuss how to ignore short-term noise, hold your nerve in times of market volatility, and retain focus on long-term targets.  See acast.com/privacy for privacy and opt-out information.

On this week's Personal Finance Show, the team are joined by Peter Elston, chief investment officer at Seneca Investment Management, and Dave Baxter, deputy editor of Money Management and Asset Allocator, to discuss how investors should prepare for potential volatility in stock markets next week.  See acast.com/privacy for privacy and opt-out information.

On the week's Companies & Markets Show IC editor John Hughman talks to Julia Faurschou and Phil Oakley about two companies turning their backs on North American expansion, and two very UK-centric companies faring rather better than you might expect.  See acast.com/privacy for privacy and opt-out information.

Every trader makes mistakes. But there are a number of things you can do to minimise those occasions. Andreas Clenow, Chief Investment Officer at ACIES Asset Management, and Chris Beauchamp, IG's Chief Market Analyst, share their thoughts on how to avoiding making mistakes. Solid preparation, sticking to a trading plan, keeping records and cutting losses quickly can make a big difference.  See acast.com/privacy for privacy and opt-out information.

On this week's Personal Finance Show, the team discuss how politics and central banks dominated the news agenda this week, and how bizarre comments from across the pond sent US equities higher. Investors Chronicle economist Chris Dillow and manager of the Odyssean Investment Trust Stuart Widdowson explain what the Bank of England report on Brexit really means, and what signs investors should use to decide asset allocation. Stuart talks about the impact of political uncertainty on UK equities and what this has meant as a fund manager and deputy personal finance editor, Taha Lokhandwala, and Chris discuss this week's Portfolio Clinic.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets Show, editor John Hughman talks to Alex Newman about what could be the twilight of the oil industry, while Phil Oakley explains why the share prices of some former investor favourites are on the slide.  See acast.com/privacy for privacy and opt-out information.

In trading, you can make more losing trades than winning trades and still make money. But while it is key to always cut losses and run profits, that can be harder than it sounds. Pride means wanting to be proved right, while fear can drive us to grab at profits. Bestselling author and founder of TurtleTrader.com Michael Covel, and self-made millionaire investor and author Mark Shipman mull taking the correct psychological approach with each trade.   See acast.com/privacy for privacy and opt-out information.

In this week's show David Cornell, manager of India Capital Growth Fund, says where he is finding the best growth opportunities in the Indian market. Deputy personal finance editor Taha Lokhandwala profiles some financials funds that are turning to tech, and David explains why two of his largest holdings are technology companies.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets show editor John Hughman asks Harriet Russell whether Black Friday could mean more pain for UK retailers, and speaks to Phil Oakley as his quest for quality shares sees him take to the skies and the bottle.  See acast.com/privacy for privacy and opt-out information.

Fear can be a problem for traders, but over-confidence can be just as damaging. Trading can bring moments of euphoria, but it can be psychologically tough when things are going against you. Author, fund manager and industry expert in futures and hedge funds Jack Schwager and IG Analyst Joshua Mahony discuss the impact that fear, greed and bias can have on trading, and give their thoughts on how a trading plan and technical analysis can take the emotion out investment.  See acast.com/privacy for privacy and opt-out information.

Peter Walls, manager of Unicorn Mastertrust, considers how conventional this year's equity investment trust launches are and whether it's a good idea to invest in IPOs. He also highlights two investment trusts for growth and income, and set out the contrarian case for UK equities.  See acast.com/privacy for privacy and opt-out information.

On this week's Companies and Markets Show editor John Hughman talks to Harriet Russell and Julia Faurschau about the ongoing struggles of the retail and travel industries, and how AstraZeneca has delivered a rare ray of sunshine in a difficult market.  See acast.com/privacy for privacy and opt-out information.