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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Randgold Resources: One gold stock to rule them all?
27/11/2017 Duración: 24minRandgold Resources (RRS) operates in countries most international businesses avoid, exercises no control over the price of its one product, and pays a smaller dividend than several of its peers. Despite this, it is one of the most expensive stocks in the FTSE 100.For this special podcast, Investors Chronicle reporter Alex Newman tries to uncover the allure of this gold miner, and gold investments in general. Featuring Randgold chief executive Mark Bristow, Panmure Gordon commodities and mining analyst Kieron Hodgson, and Alistair Hewitt, head of market intelligence at the World Gold Council.Produced by Alex Newman, with music from Blue Dot Sessions. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Podcast: The Budget's impact on savers and EIS
24/11/2017 Duración: 21minIn this week's show Colin Low, managing director of Kingsfleet Wealth, joins the team to explain how the budget will affect savers and investors. They also look at a change to Isa rules that could help couples and consider importance of fund charges. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: A flash in the pan
23/11/2017 Duración: 30minIC editor John Hughman talks to Simon Thompson about what went wrong at toilet paper manufacturer Accrol, while Jonas Crosland explains why he's unimpressed with the Autumn Budget's housebuilding proposals See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Capturing Europe's recovery
17/11/2017 Duración: 24minIn this week's personal finance podcast Toby Gibb, European investment director at Fidelity, joins the team look at what's been driving European equities and if their good run can continue. They also consider why investors have been shunning UK equities, and if they are right or are missing an opportunity. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Xmas is coming
16/11/2017 Duración: 39minIC editor John Hughman is joined by Mark Robinson and Harriet Russell to discuss the week's big market news, including major updates from the grocery sector and what to watch out for as retailers ramp up for the festive season. See acast.com/privacy for privacy and opt-out information.
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Boardroom Talk: Brady
13/11/2017 Duración: 20minWe spoke with Ian Jenks, executive chairman of Brady, about how the company's business model is changing and what the future might hold. Listed on Aim, Brady provides trading and risk management software to the global commodity and energy markets. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Investment trust special
10/11/2017 Duración: 28minOn this week's investment trust special James Carthew, head of research at QuotedData, joins the team to explain the importance of discounts and premiums to NAV, and some ways in which trusts boost their income. They also consider whether Asian investment trusts offer particular value and whether UK smaller companies trusts are a bargain. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: A load of hot air
09/11/2017 Duración: 34minOn this week's show IC editor John Hughman is joined by news editor Emma Powell and tips editor Algy Hall to discuss his annual Phileas Fogg-inspired investment trust odyssey, overheating tech stocks and why mergers in the retail energy market might be little more than talk. See acast.com/privacy for privacy and opt-out information.
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Boardroom Talk: Velocys
07/11/2017 Duración: 20minGreat technologies do not always make for great investments. For much of the last decade, gas-to-liquids specialist Velocys has been an example of this occasional feature of disruptive companies, remaining loss-making despite its world-class capabilities in renewable fuels.In this episode of Boardroom Talk, resources writer Alex Newman asks Velocys chief executive David Pummell why he thinks the tide has turned for his company, and what investors can expect in the coming years. Produced by Dominic Toms. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: The most exciting opportunity in the world
03/11/2017 Duración: 15minIn this week's show Rachel Winter, senior investment manager at Killik, explains what the implications are of the first interest rate rise in 10 years. The team also highlights a high growth area that has been described as the "most exciting opportunity in the world" and explains why Witan Investment Trust has upped its exposure to Europe. See acast.com/privacy for privacy and opt-out information.
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Interest rates, pharma's woes, Simon Thompson & more
02/11/2017 Duración: 35minIC editor John Hughman is joined by writers Emma Powell and Megan Boxall to discuss a busy week on the markets, including a flurry of news from the pharmaceutical industry, a new regulatory threat to gaming, and the first rate rise in a decade. Plus Simon Thompson's pick of the week. See acast.com/privacy for privacy and opt-out information.
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Boardroom Talk: GoCompare
30/10/2017 Duración: 15minResearch suggests price comparison websites have been good for consumers. But do the companies behind those websites also make good investments? For this episode of Boardroom Talk, IC specialist writer Megan Boxall speaks with the chief executive of one such company: GoCompare's Matthew Crummack. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Combating inflation and a strict approach to income
27/10/2017 Duración: 23minOn this week's show the team consider which assets are vulnerable to inflation and which ones could combat it. They also profile a fund which achieves a high income despite having strict investment criteria, and consider whether equity markets are dangerously high. They are joined by Alex Brandreth, deputy chief investment officer at Brown Shipley. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Mixed signals
26/10/2017 Duración: 41minOn this week's show, John Hughman and the team discuss a brace of profit warnings, signs of life in the troubled oil services sector, updates from the banks, and the attractions of infrastructure investments. Plus the lowdown on two of small-cap expert Simon Thompson's latest picks. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: Dealing with inflation, commercial property comeback & quitting Woodford
20/10/2017 Duración: 29minOn this week's show Ed Smith, head of asset allocation at Rathbones, joins the team to explain why inflation has been rising and what it means for investors. They also debate the merits of UK commercial property, and personal finance writer Emma Agyemang looks at why an institutional investor has decided to exit CF Woodford Equity Income (GB00BLRZQB71) as well as what other investors think of the fund. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Great techspectations
19/10/2017 Duración: 34minEditor John Hughman is joined by Megan Boxall and Harriet Clarfelt to discuss the big news in the latest magazine and this week's cover story about investing in the technologies set to change the world. Plus the latest ideas from stockpicking expert Simon Thompson. See acast.com/privacy for privacy and opt-out information.
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Boardroom Talk: Equiniti
18/10/2017 Duración: 24minPension reforms and the debate over voting rights for investors in nominee accounts are just two of the topics covered in this week’s Boardroom Talk. Who better to take on these issues than Equiniti’s chief executive Guy Wakeley, together with a random selection of pension holders the IC button-holed in London’s famous Borough Market? Hosted by Mark Robinson. Produced by Dominic Toms. See acast.com/privacy for privacy and opt-out information.
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The Extraction Podcast: President Energy
16/10/2017 Duración: 19minPeter Levine may be best known as the former chief of Imperial Energy, the former-FTSE 250 oil and gas company he sold for $2.4bn in 2009. His focus has now switched from Siberia, and is solely concentrated on President Energy, an Aim-listed oil and gas producer with interests in Argentina, the US and Paraguay. The latest in our Extraction Podcast series finds Mr Levine speaking with resources writer Alex Newman about Argentina, what to look for in oil companies, the West’s flawed perception of Russia, and why the executive chairman’s job title needs to change. Produced by Dominic Toms. See acast.com/privacy for privacy and opt-out information.
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Personal Finance Show: People's Trust collapse and buying overseas shares
13/10/2017 Duración: 23minThis week the team glimpses inside a reader's portfolio. How realistic is her goal of a £13,000 income in retirement is and how could she improve. They are joined by Richard Parkin, head of retirement policy at Fidelity, who also looks at the biggest risks pensioners face following pension freedoms. See acast.com/privacy for privacy and opt-out information.
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Companies & Markets Show: Do buyers dream of electric cars?
12/10/2017 Duración: 47minOn this week's Companies & Markets Show IC editor John Hughman is joined by Mark Robinson and Harriet Russell to talk about the inexorable rise of electric vehicles and mixed signals from the UK consumer sector. See acast.com/privacy for privacy and opt-out information.