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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IC Questions: Are there any income opportunities in the tech sector_
21/03/2018 Duración: 17minHarriet Clarfelt speaks to Mark Whitehead, manager of the Martin Currie Securities Trust of Scotland, who thinks the historically poor income opportunities in the global tech space might be set for a change in 2018. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Investment trust benefits & Murray International income
16/03/2018 Duración: 25minAnnabel Brodie Smith, communications director at the Association of Investment Companies, explains how investment trusts can boost your portfolio. Taha Lokhandwala updates on Murray International and explains how to avoid a type of fund you wouldn't want to have in your portfolio. See acast.com/privacy for privacy and opt-out information.
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IC Companies & Markets Show 16 March 2018
15/03/2018 Duración: 43minIn this week's podcast digital editor Graeme Davies delves into the shenanigans at Conviviality with Harriet Russell, explores the future of the commodities sector with Alex Newman and reviews Simon Thompson's latest Bargain Shares successes. See acast.com/privacy for privacy and opt-out information.
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IC Questions: How real is inflation risk?
12/03/2018 Duración: 13minWith oscillating currency markets, higher than expected inflation and central banks across the western world hawkish about interest rate rises, global stock markets are getting jumpy. For this edition of IC Questions, James Norrington interviews Erik Norland, senior economist at CME Group, on market volatility and what it could mean for investors. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Investment trust opportunities & more
09/03/2018 Duración: 30minOn this week's show Nick Greenwood, manager of Miton Global Opportunities (MIGO), says where he is finding value in the investment trust universe and highlights some of the ones he has recently added to his fund. The IC team, meanwhile, explain where to find value in emerging markets and how to mitigate the cut in the dividend tax allowance. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Regulation, regulation, regulation
08/03/2018 Duración: 32minIC editor John Hughman talks to Harriet Clarfelt and Mark Robinson about how a tsunami of new red tape for businesses is hitting the UK stock market. See acast.com/privacy for privacy and opt-out information.
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Bull vs Bear: BP
06/03/2018 Duración: 13minFor the third episode in our Bull vs Bear series, we kick the investment tyres of oil and gas giant BP, one of the biggest dividend payers in the FTSE 100. In the bulls' corner is Simon Gergel, Allianz Global's chief investment officer for UK equities and fund manager of the Merchants Trust. Facing him is natural resources writer (and host) Alex Newman. See acast.com/privacy for privacy and opt-out information.
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Isa special, best platforms, variable fees & more
02/03/2018 Duración: 18minIn this week's show, Paras Anand, chief investment officer for equities in Europe at Fidelity International, joins the team to explain how the new variable fee structure they are applying to their funds works. They also highlight some funds to protect and boost your Isa's returns, and set out some tips on how to choose the best investment platform. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Winter of discount-rent
01/03/2018 Duración: 37minJohn Hughman talks to retail specialist Harriet Russell about why the sector's struggles could be good news for more fleet-of-foot retailers, plus the latest small-cap updates from Simon Thompson. See acast.com/privacy for privacy and opt-out information.
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Boardroom Talk: Go-Ahead Group
26/02/2018 Duración: 14minIn this episode of Boardroom Talk Go-Ahead Group chief financial officer Patrick Butcher gives an update following the transport group's half-year results. He discusses how UK rail, including the notorious Southern Rail service, is progressing, what makes the UK transport market so challenging, and defends the investment case for the business despite its disappointing share price performance over the past year. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Assessing Asia and a source of growth and income
23/02/2018 Duración: 29minOn this week's show Ed Smith, head of asset allocation at Rathbones, explains why investors shouldn't dismiss the prospects for Chinese growth. The team also consider the wider outlook for emerging markets, and profile what could be a promising new source of growth and income. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: A bitter pill
22/02/2018 Duración: 34minJohn Hughman talks to Megan Boxall about how the pharmaceutical industry is coping with the expiry of drug patents, while news editor Emma Powell rounds up the big news of the week, including a painful strategic review at the AA. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Attractive Asian income and good UK dividends
16/02/2018 Duración: 20minMark Williams, manager of Liontrust Asia Income Fund, explains how to generate an attractive yield by investing in Asian equities. Personal finance writer Emma Agyemang highlights a good source of UK equity income, and profiles a new investment trust which will seek more unusual sources of US growth. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Solid foundations
15/02/2018 Duración: 37minIC editor John Hughman talks to property correspondent Jonas Crosland about why real estate has proved so resilient, and with Alex Newman about the recent twists and turns in the extractive industries. Plus the latest updates from small cap guru Simon Thompson. See acast.com/privacy for privacy and opt-out information.
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Bull vs Bear: Ocado
12/02/2018 Duración: 19minIn the latest instalment of Bull vs Bear, the IC’s retail expert Harriet Russell and Peel Hunt tech analyst James Lockyer discuss the outlook for Ocado following the latest set of financial results and share placing. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Building portfolios with ETFs and the case for home income
09/02/2018 Duración: 20minIn this week's show Joe Parkin, head of iShares retail and wealth at BlackRock, joins the team to explain what an ETF is and how you can use it in your portfolio. They also consider whether infrastructure investment trusts are good value and look at why one fund manager argues that UK domestic income is best. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Don't panic
08/02/2018 Duración: 41minIC editor John Hughman discusses a wild week on the markets with Megan Boxall and Algy Hall, why the knives are out for big tech, and why Simon Thompson is unruffled by the return of volatility. See acast.com/privacy for privacy and opt-out information.
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IC Questions: What's happening to bonds?
06/02/2018 Duración: 10minAhead of Jerome Powell's appointment at chairman of the Fed this week, US bond yields have been steadily creeping up. For this edition of IC Questions, Chris Dillow and James Norrington look at the reasons behind the sell-off, what it means for equities and the broader market, and what is happening with inflation. Produced by Dominic Toms. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Financial rebound and equity income champions
02/02/2018 Duración: 23minIn this week's show Darius McDermott, managing director at Chelsea Financial Services, joins the team to consider whether the recent rebound in financial company shares means they are a good place to invest. Personal finance writer Emma Agyemang explains why Henderson Smaller Companies Investment Trust (HSL) has consistently out performed. And they highlight some UK equity income funds with good performance records. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Share raiders
01/02/2018 Duración: 33minIC editor John Hughman speaks to Megan Boxall about how to deal with short-selling raids, and Simon 'Indiana' Thompson about his continuing quest for the holy grail of stock market investing: Bargain Shares. See acast.com/privacy for privacy and opt-out information.