Investors Chronicle

On this week's Companies and Markets Show IC editor John Hughman talks to Megan Boxall and Harriet Clarfelt about what makes a good Aim IPO, and why sport and investing have not always proved happy bedfellows.  See acast.com/privacy for privacy and opt-out information.

The team is joined by Darius McDermott, managing director at Chelsea Financial Services, to discuss what impact the increase in trade tensions between the US and China could have on investors' portfolios. Plus how absolute return funds could help mitigate downside in your portfolio and why spending more money in retirement could be something to consider.  See acast.com/privacy for privacy and opt-out information.

On this week's show IC editor John Hughman asks Algy Hall whether the good times are well and truly over for UK housebuilders, and speaks to James Norrington about why the active vs passive funds debate is a red herring for investors.  See acast.com/privacy for privacy and opt-out information.

In this week's show Tim Crockford, manager of Hermes Impact Opportunities Equity Fund, explains what impact investing is and how he implements the strategy in his fund. The IC team also look at how certain trading strategies can boost the returns you get from passive funds, and which areas of the bond market still offer value.  See acast.com/privacy for privacy and opt-out information.

 IC editor John Hughman talks to Alex Newman about why private investors need to think more like hedge fund managers, while companies editor Mark Robinson gives the lowdown on a turbulent week at Rolls-Royce  See acast.com/privacy for privacy and opt-out information.

Leonora Walters interviews fund manager Joe Bauernfreund of Asset Value Investors on how he seeks value for the British Empire Investment Trust  See acast.com/privacy for privacy and opt-out information.

In this week's show, deputy personal finance editor Taha Lokhandwala considers whether sentiment on some UK stocks is too negative and could therefore offer hidden value opportunities. Adrian Lowcock, investment director at Architas, explains how asset allocation can play an important part in boosting investment returns. He also analyses the current macro-economic background and suggests which asset classes could be set to do well.And the two pore over the attributes of a new fund that invests in alternative assets and is targeting a yield of 5 per cent.   See acast.com/privacy for privacy and opt-out information.

IC editor John Hughman talks to Harriet Clarfelt about double-or-nothing small cap shares, while Emma Powell explains the challenges facing the UK's big banks.  See acast.com/privacy for privacy and opt-out information.

In the nine months since Jim Johnson became chief executive officer of Hunting, shares in the oil services group have doubled. Rocketing oil prices and a booming US market have of course helped, but is growth assured even if WTI crude drops back down to $60 a barrel? For this episode of the Investors Chronicle's Extraction Podcast, Mr Johnson speaks with resources writer Alex Newman about North American shale, the long-term health of the oil industry, and Hunting's return to the dividend list.  See acast.com/privacy for privacy and opt-out information.

On this week's show Ben Gutteridge, head of fund research at Brewin Dolphin, joins the IC team to discuss the growth and value opportunities on offer in Japan. He also considers whether recent political and market turmoil in Europe means this is a no go zone for investors. And they highlight some ways to give your children or grandchildren a financial head start in life.  See acast.com/privacy for privacy and opt-out information.

In this week’s show IC editor John Hughman discusses yet another retail calamity with Harriet Russell, and Julia Faurschou gives us the lowdown on the best prospects for the UKs gambling companies.   See acast.com/privacy for privacy and opt-out information.

Impairments as a proportion of revenue are rising at motor finance group S&U (SUS) and yet, the share price has stormed upwards since the start of 2018. In this episode of Boardroom Talk, Emma Powell grills chief executive Anthony Coombs on the impairments and whether they are more of a concern than investors seem to think.   See acast.com/privacy for privacy and opt-out information.

On this week's show deputy personal finance editor Taha Lokhandwala explains how he put together the latest version of the IC Top 50 ETFs, what the list aims to do and how he selected the funds. Sophie Kilvert, private client manager at Seven Investment Management, considers the merits of passive investing and what effect a fall in inflation could have. And they debate the merits of investing in mainland China.   See acast.com/privacy for privacy and opt-out information.

On this week's show IC editor John Hughman asks Harriet Russell whether M&S could be about to turn a corner, and speaks to Megan Boxall about the London market's video gaming renaissance.  See acast.com/privacy for privacy and opt-out information.

Calum Bruce from the Ediston Real Estate Investment Trust joins the IC's Megan Boxall and Harriet Russell to discuss whether the future of retail is on the high street or in out-of-town shopping centres.  See acast.com/privacy for privacy and opt-out information.

On this week's show Tim Stubbs, consultant at TS Investments, joins the IC team to consider the case for emerging markets equity income. They also look at the risks of having high financial exposure to your employer and why UK equities could be an opportunity despite hitting a new high.  See acast.com/privacy for privacy and opt-out information.

On this week's podcast IC editor John Hughman is joined by Harriett Russell to discuss how investors can protect themselves from audit failures, and speaks to investment trust columnist about John Baron about the strategies and themes behind his portfolios.  See acast.com/privacy for privacy and opt-out information.

GlaxoSmithKline (GSK) is a company that divides opinion and therefore an ideal candidate for the IC's Bull vs Bear series. In this episode, Simon Gergel from the Merchants Trust argues the bull case against the ICs pharma specialist (and GSK sceptic), Megan Boxall.  See acast.com/privacy for privacy and opt-out information.

On this week's show Nicholas Wall, manager of Old Mutual Global Strategic Bond Fund, explains how central bank policy is affecting bonds and highlights the areas of fixed income which offer the best opportunities. The IC team also look at why if you want top performance, you have to pay the price.  See acast.com/privacy for privacy and opt-out information.

In the wake of the US withdrawal from the Iran nuclear deal, IC editor John Hughman talks to Alex Newman about the state of the oil market, and why investors need to be selective despite the rising price of barrels. Apologies for the sound quality on this episode. We've had a few technical issues this week as the team explain.  See acast.com/privacy for privacy and opt-out information.