Investors Chronicle

Central bank policy is no longer as major a driver for currencies as it was. Trade wars, emerging market instability, basket selling and Brexit are pulling currencies in different directions. Hans Redeker, Global Head of Foreign Exchange Strategy at Morgan Stanley, and Nick Cawley at DailyFX discuss the mid-term outlook for forex markets.This is an IG Paid Post. The news and editorial staff of the Financial Times had no role in its preparation.  See acast.com/privacy for privacy and opt-out information.

Another important week for investment markets as the US Federal Reserve raised interest rates once again, and said there was plenty to more to come. In this week's Personal Finance Show, the team discuss with Chris Dillow, Investors Chronicle economist, the impact of the rate rise and which asset classes might be affected. There's also a discussion on Good Money Week, which starts on Monday and is used to promote responsible investing. Emma Agyemang, personal finance writer, gives us her take on an ethical fund, and also on a new multi-asset income fund from Jupiter. The team are joined by Rob Powell, investment strategist at iShares, who gives a fascinating explanation on thematic investing, how it can help portfolios and also what themes over the next decade investors might want to get involved in.  See acast.com/privacy for privacy and opt-out information.

John Hughman talks to Tom Dines about how ethical investing is moving into the mainstream, Julia Faurschou explains why Labour may get their wish when it comes to renationalising the railways, and Megan Boxall wraps up the long-running Sky takeover saga.   See acast.com/privacy for privacy and opt-out information.

Fund management changes are always difficult to manager for both firms and investors. But sometimes, they can be planned for meticulously. Axa IM's Chris St John has been in line to replace Nigel Thomas on the 

The team are joined by Alex Neilson, investment manager at Investec Click & Invest, to discuss recent investment and market news including inflation and emerging market volatility.There's a discussion about the spike in inflation to 2.7 per cent and what this might mean for interest rates and inflation-linked bonds, and also why the latest round of anger between the US and China did not impact markets, and what might be needed for positive sentiment to stay the course.Emma Agyemang, personal finance writer, gives us an update on management changes at the IC Top 100 Schroder High Yield Opportunities Fund (GB00B5143284). She also profiles a Chinese equity fund at a time when markets could be providing an attractive entry point.  See acast.com/privacy for privacy and opt-out information.

This week editor John Hughman talks to James Norrington about how past market experiences can lead us to make bad investment decisions, while Phil Oakley explains why two cyclical companies – Aston Martin and Ashtead – are being valued very differently.  See acast.com/privacy for privacy and opt-out information.

In this episode of Boardroom Talk, Julia Faurschou speaks to Daniel Kos, chief financial officer at PPHE Hotel Group, about the company’s recent set of interim results and the outlook for the hotel sector. PPHE Hotels has been spending on refurbishments and acquisitions, and benefited from the recent spell of warm weather and the World Cup. But Julia questions the competitive nature of the UK hotel market, especially considering PPHE’s position on the premium end of the sector.  See acast.com/privacy for privacy and opt-out information.

IC Top 100 Funds 2018, avoiding dividend concentration and investment trust launch  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets Show, editor John Hughman talks to Megan Boxall about a British company readying itself to tackle the US opioid crisis and an ambitious care home merger, while Tom Dines explains how trade wars could derail the UK's recruitment industry, and why utilities are once again under the kosh.  See acast.com/privacy for privacy and opt-out information.

On this week's show the team are joined by James Thom, manager of the Aberdeen New Dawn Investment Trust (ABD), to discuss the recently volatility in Asian equity markets. James gives an explanation of what's been driving the sell-off, an outlook for the rest of the year, and discusses what investors should expect from regional behemoths China and India. Emma Agyemang gives an update on Terry Smith's new investment trust, and whether converting his investment style to smaller companies will work. The team also discuss annuities, and why the once mandated retirement insurance product might be making a come back in popularity, and how you can use them to fund your retirement.  See acast.com/privacy for privacy and opt-out information.

On this week's show Harriet Russell is joined by healthcare writer Megan Boxall to discuss the burgeoning medicinal cannabis market, while Julia Faurschou talks about the recreational opportunities now marijuana has been legalised in her native Canada. Also, Coke buys Costa, animal health and a handful of results.   See acast.com/privacy for privacy and opt-out information.

In this week's show Richard Aston, manager of CC Japan Income & Growth Trust, tells Emma Agyemang why cash-rich Japanese companies are increasing dividends. Personal finance editor Leonora Walters answers a reader's question on whether equity investment trusts should be considered higher risk. And the team discuss Standard Life UK Smaller Companies’ upcoming merger with Dunedin Smaller Companies.   See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets Show editor John Hughman talks to Megan Boxall and new recruit Phil Oakley about why we need to be careful of falling for investment narratives, while Alex Newman explains why he thinks there's hidden value in some unloved mining shares.  See acast.com/privacy for privacy and opt-out information.

When it listed in London in March, Energean Oil & Gas (ENOG) became the sector's largest IPO in nearly four years. So why were investors will to part with $460m in fresh equity after so long on the sidelines? For this episode of the Extraction Podcast, Alex Newman speaks with Energean chief executive Mathios Rigas about the company's plans, the future of Israeli gas, and doing business in the Eastern Mediterranean.  See acast.com/privacy for privacy and opt-out information.

Hannah Goldsmith, founder of independent financial adviser Goldsmith Financial Solutions, explains why trying to time the market is a bad idea. Personal finance writer Emma Agyemang profiles an absolute return fund that has delivered on its aims and Hannah outlines some ways to mitigate downside in your portfolio.  See acast.com/privacy for privacy and opt-out information.

Mark Robinson is joined by Simon Thompson to discuss prospects for the small-cap space as US equity markets prepare to celebrate an unprecedented 10-year bull run. Mark’s also joined by the IC’s Harriet Clarfelt, who gives a rundown on some of this week’s tip updates.  See acast.com/privacy for privacy and opt-out information.

Many successful businesses with global earnings are listed on markets in continental Europe, some of which are exposed to faster-growing regions of the world. So not surprisingly European stock markets can deliver very good returns, which has been of benefit to funds which invest them such as Henderson Eurotrust, which is run by our guest Tim Stevenson. However, the European economic situation has not been nearly so good in recent years and regional politics can be relatively unstable, and these can have a detrimental effect on share prices. In our latest interview, Leonora Walters and Mr Stevenson discuss the effect of European politics on stock markets and Henderson Eurotrust.  See acast.com/privacy for privacy and opt-out information.

You don’t survive 200 years against a perpetually evolving industrial landscape by accident. This week the IC is speaking to Anna Manz, chief financial officer of Johnson Matthey, to find out what lessons we can take away from one of the UK’s most venerable corporate entities.  See acast.com/privacy for privacy and opt-out information.

In this week's Personal Finance Show the team is joined by Morningstar's chief investment officer Dan Kemp to discuss investment news – namely UK inflation and how to beat it, what investors should be thinking about when it comes to the Turkish Lira crisis, the latest developments in Peer to Peer lending and income investing.  See acast.com/privacy for privacy and opt-out information.

On this week's IC Companies and Markets show editor John Hughman talks to Harriet Russell about how social media - and Mike Ashley - is transforming retail, while Alex Newman explains why gold is in the doldrums and what that means for miners    See acast.com/privacy for privacy and opt-out information.