Investors Chronicle

INVEST IN STYLE: IC editor John Hughman, companies editor Ian Smith and news editor Bradley Gerrard don their Christmas jumpers to round up a week of M&A madness, retail revelations and climate conundrums. This will be the last podcast until 5th January. In the meantime, we wish a very Merry Christmas and Happy New Year to all of our listeners. Thanks for your support this year.  See acast.com/privacy for privacy and opt-out information.

The UK's decision to leave the European Union has sent shock waves through global markets, and added to the cost and competitive challenges facing London-listed retailers. The IC's sectors editor Harriet Russell has been talking to experts about how private investors can navigate this storm. Music by Blue Dot Sessions  See acast.com/privacy for privacy and opt-out information.

In this week's personal finance show Leonora Walters and Kate Beioley look at what shares leading UK equity managers have been buying and selling. Kate explains why one manager argues that it is a good time to buy into UK smaller companies - despite investor antipathy towards this area. And special guest Colin Low, managing director of Kingsfleet Wealth, offers some suggestions on how to rationalise unwieldy portfolios and maximise your tax efficency.  See acast.com/privacy for privacy and opt-out information.

Oil's new rise, CFD clampdown, consumer credit concerns and more with companies editor Ian Smith & guests.  See acast.com/privacy for privacy and opt-out information.

For many years, EMED Mining languished at the pre-development stage, hamstrung with litigation and permitting problems. In 2014, the company rebranded as Atalaya (ATYM), installed a new management team, and then cheaply and quickly renovated the historic Riotinto copper mine in Southern Spain. In the latest in our series of natural resources podcasts, natural resources writer Alex Newman speaks with Atalaya’s chief executive Alberto Lavandeira about the difficulties of renovating a mine, what’s next for the surging copper market and why he is already keen to take on the next project.  See acast.com/privacy for privacy and opt-out information.

The team and Investors Chronicle economist Chris Dillow look at how markets have reacted over the past few weeks following the election of Donald Trump, and what they might do going forward. They also consider what a realistic annual return for an investor might be and how useful risk statistics are when choosing a fund.  See acast.com/privacy for privacy and opt-out information.

Top sectors for 2017: Two news stories grabbed the headlines this week: the RBS stress test failure and Opec's decision to rein-in production. Find out if the IC's writers think either decision will have long-term relevance. Algy Hall also takes time out from a busy schedule to review sector prospects for 2017 via his latest stock screen.  See acast.com/privacy for privacy and opt-out information.

Tharisa's (THS) secondary listing on the London Stock Exchange in June couldn't have been better timed to coincide with the commodities bull run of 2016. With its low cost profile, long-life open pit mine and exposure to chrome, investors have been steadily buying into the rare mining debutant, sending the shares up by more than 200 per cent since the summer. In the latest in our series of natural resources podcasts, natural resources writer Alex Newman speaks with chief executive Phoevos Pouroulis and chief financial officer Michael Jones about Tharisa’s first set of full-year results since listing in London, the state of South Africa’s mining industry, and what’s happening in the chrome market.  See acast.com/privacy for privacy and opt-out information.

Emma Powell gets the lowdown on the highly priced challenger bank's strategy for earnings growth. In the latest of our Boardroom Talk podcast series, we ask Metro Bank chief executive Craig Donaldson whether the newly listed challenger bank's high-cost growth strategy will translate into healthy profits and whether it can truly compete with the mainstream banking giants.  See acast.com/privacy for privacy and opt-out information.

Emma Agyemang and Leonora Walters discuss funds for beating inflation and portfolio turnover ratios with special guest Patrick Connolly, certified financial planner at Chase de Vere. Patrick also explains how some of the changes to pensions in Wednesday’s Autumn Statement affect investors.  See acast.com/privacy for privacy and opt-out information.

Amazon, agents and the Autumn Statement: The team discuss Philip Hammond's first and last Autumn Statement, and its impact on letting agents, landlords and savers  See acast.com/privacy for privacy and opt-out information.

The team discuss the merits of synthetic ETFs, and which equity managers have added the most value and consistency for investors. They are joined by special guest, James Carthew, research director at QuotedData, who explains how investment trusts have performed since the US elections and what we can expect from them going forward.  See acast.com/privacy for privacy and opt-out information.

Grocery gremlins and currency conundrums: IC editor John Hughman is joined by companies editor Ian Smith and news editor Bradley Gerrard for a lively discussion of the week's big news, including Amazon's foray into UK food retail and the sectors being buffeted by the plunge in Sterling.  See acast.com/privacy for privacy and opt-out information.

The team consider whether US equities have a place in your portfolio, and highlight a type of fund that offers substantial exposure to this asset even though it is not indicated in the name. Deputy personal finance editor Kate Beioley also sets out some of the many ways to save for kids. They are joined by special guest Peter Doherty, chief investment officer of Tideway Investment Partners.  See acast.com/privacy for privacy and opt-out information.

Trump triumphs: IC editor John Hughman is joined by Ian Smith and Bradley Gerrard to reflect on a tumultuous week in politics  See acast.com/privacy for privacy and opt-out information.

This week the team is joined by Ed Smith, asset allocation strategist at Rathbones. They discuss the return of inflation, bond proxy worries and what a Trump presidency could mean for the world and your investments. Kate Beioley, deputy personal finance editor at Investors Chronicle talks to personal finance writer Emma Agyemang about HICL Infrastructure’s search for new assets and Emma talks about the state of the property market and TR Property’s premium. The team also looks at this month’s markets. Gilts yields, inflation and banking stocks are all on the up, what does that mean for the funds you hold? And Ed Smith also talks through Trump’s trade tactics and macro-economics and explains how protectionist policies could hurt equities.  See acast.com/privacy for privacy and opt-out information.

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Jonas Crosland, property correspondent at the Investors Chronicle, speaks to buy-to-let expert David Lawrenson on the private rental sector, and highly controversial plans to phase out mortgage interest rate relief on second homes, coming on top of the introduction of higher stamp duty charges.  See acast.com/privacy for privacy and opt-out information.

On this week's investment trust special personal finance show the team review the reliability of their dividend payouts, consider how to construct an income portfolio using these kinds of funds and set out the different ways to access them. They are joined by Special guest David Liddell, chief executive of online investment service IpsoFacto Investor.  See acast.com/privacy for privacy and opt-out information.

Walloons, nervy banks and US drugs: This week's Companies & Markets Show tracks the major corporate stories of the moment, including PPI provisions, miners' asset sales, Big Tobacco M&A and much more  See acast.com/privacy for privacy and opt-out information.