Investors' Chronicle

Investors' Chronicle
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Looking to stay informed in the world of investing? Investors' Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Our award-winning expert writers research hundreds of companies and funds suitable for all risk appetites, to provide clear, independent recommendations for individual investors who want to make their money grow and outline how to make the most of different types of investment vehicles at all stages of your life. Whether you invest in funds or enjoy managing your own portfolio of individual shares, or a mix of both, we offer an unrivalled package of investment ideas, analysis and research, and lots more, to help you build a secure financial future. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

  1. Next-gen AI stocks, FTSE 100 banks & LSEG: The Companies and Markets Show

    -17 H

    Next-gen AI stocks, FTSE 100 banks & LSEG: The Companies and Markets Show

    Company results season is under way. We have a mass of companies reporting over the next couple of weeks, and we will dig in to one of the highest profile businesses on the FTSE 100 later in the show. To start, though, we are looking at a lesser-known stock, albeit one whose shares have been surging higher for several years now: Lion Finance (BGEO), itself not far from FTSE 100 promotion, and which reported another set of well-received figures of its own earlier this week. Alex Newman asks whether the run can last. Then, our big read this week is all about the existential question of the day: is AI working? With investors hopes and indeed fears now seemingly pinned on the technology, Valeria Martinez is here to discuss how companies outside the tech sector are applying AI in practice, and how effectively or otherwise they are being. In our third segment we’ll look at a noted AI loser of recent months, albeit one that nonetheless put out a fairly superlative set of results this morning: London Stock Exchange (LSEG). Hugh Moorhead will take us through the risks and opportunities facing the business, and consider whether the sell-off has been overdone. Read more: Can investors ignore the FTSE 100’s next big bank? Lion Finance’s profits exceed expectations Next-generation AI stocks worth buying now Timestamps: 00:00 Intro 01:12 Lion Finance 17:10 AI winners 33:56 London Stock Exchange Group Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

    46 min
  2. Copper mining, Compass Group & Magnum Ice Cream: The Companies and Markets Show

    20 FÉVR.

    Copper mining, Compass Group & Magnum Ice Cream: The Companies and Markets Show

    We start with copper miner Antofagasta (ANTO), whose shares have soared over the past year on the back of big gains for the red metal. It released full-year figures earlier this week, and Alex Hamer discusses its prospects, as well as Rio Tinto and Glencore now the mega-merger is off. Alex also explains some of the equity raises that have taken place lower down the cap scale in recent weeks. Erin Withey then joins us to discuss caterer Compass (CPG), which has been struggling of late. That’s led to calls for a slight rethink of its strategic priorities.  Lastly, we look at one of the UK’s newest listings, albeit in the form of a business that sits outside the FTSE 350. The Magnum Ice Cream Company (MICC) spun off from Unilever in December and has just reported its 2025 results. Mark Robinson examines the outlook for frozen sweet treats. Read more: Antofagasta doubles dividend as profits hit new record Cheaper Compass shares put buybacks on the menu Magnum Ice Cream fails to impress in maiden results Timestamps: 00:00 Intro 01:24 Copper mining 15:09 Compass Group 23:25 Magnum ice cream Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

    32 min
  3. Meeting Christie Group's CEO: Lee and the IC

    17 FÉVR.

    Meeting Christie Group's CEO: Lee and the IC

    Christie Group has a lot going for it. Growing in several countries and an employer to around 650 people, the brokerage business is a well-respected name in multiple niche sectors. Last year sales exceeded £70mn, and management reckons operating profits of £10mn are possible. The kicker, following the disposal of several subsidiaries, is that its balance sheet is full of cash. Lord Lee of Trafford clearly agrees. In more than 80 transactions since 2002, he has amassed a 6 per cent holding across both his personal investment account and the charitable trusts he oversees. So why is the business valued at just £35mn? We put this question and many more to chief executive Dan Prickett, who has been at the company for 17 years - including the last two and a half in the top role. Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube Timestamps 00:00 Intro 00:30 Recap of last episode 01:44 Introducing Dan Prickett 02:21 What is Christie's 05:10 John's history with the business 09:37 Institutional shareholders 12:10 Dan's stake in the business 15:08 Trading statement 23:40 Why is the stock price low? 30:18 Expansion in Europe 35:49 Setting targets 37:08 John's portfolio round up 39:25 PZ Cussons Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

    42 min
  4. Schroders takeover, privatisation & McDonald's: The Companies and Markets Show

    13 FÉVR.

    Schroders takeover, privatisation & McDonald's: The Companies and Markets Show

    After a week in which we in London were blessed with a rare day in which the sun dared to poke its head out, today we will try to shed some light of our own on the big goings on in companies and markets at the moment.  We kick off with a look at the breaking news of the day, the £10bn takeover of Schroders by US asset manager Nuveen. Chris Akers is here to discuss the deal, and the possible implications for the rest of the asset and wealth management sector, where there’s been another big deal in recent days: unlisted wealth manager Evelyn Partners bought by NatWest. We’ll also take a brief look at emerging market specialist Ashmore, which had interims out today and has rallied particularly hard of late. After that, we turn to our big read of the week, looking at the strain on public services and the consequences thereof. Mark Robinson will discuss why the private sector is playing a growing role in the provision of said services – in certain areas – and where they might be expected to take more of the slack in future. Finally, Mark will also look at US economic bellwether McDonalds, which reported some pretty good figures overnight. Is the economy firing on all cylinders, or are more people trading down when they eat out, or a bit of both? Mark will consider these factors as well as the figures themselves later on. Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube Read more: Schroders bought out in £10bn deal NatWest buys wealth manager in £2.7bn deal The private stocks taking advantage of government failure McDonald’s beats expectations as sales hold up Timestamps: 00:00: Intro 01:24: Schroders takeover 11:17: Privatisation 22:14: McDonald’s Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

    30 min
  5. Software sell-off, corporate bonds, GSK: The Companies and Markets Show

    6 FÉVR.

    Software sell-off, corporate bonds, GSK: The Companies and Markets Show

    This week, after a software sell-off that has rattled some of the UK’s most popular ‘quality’ stocks, we look at the fallout for the likes of Relx, Sage, Experian and others. Valeria Martinez is here to discuss whether the launch of Anthropic’s new AI tools represents an existential threat to these businesses. After that, we turn to the hopefully calmer world of corporate bonds and the reforms that have the potential to open up the market more widely to DIY investors. Erin Withey talks through the changes, their likely impact on the market, and what corporate debt in general can offer investors. To wrap up, we look at one of the many companies to have updated the market this week, in the form of pharma giant GSK. After many years out of favour, the business has started to win investors over of late. Julian Hofmann will look at how it’s done it, whether its progress can continue, and what a new chief executive might bring to the business. Read more: AI-hit software stocks bounce back GSK starts to show real profit improvement Timestamps 00:00 Intro 01:00: Software sell-off 12:37 Corporate bonds 21:43 GSK Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

    32 min
  6. Hargreaves’ fee shake-up, stress-free investing & Cranswick: The Companies & Markets Show

    30 JANV.

    Hargreaves’ fee shake-up, stress-free investing & Cranswick: The Companies & Markets Show

    The UK’s largest investment platform, Hargreaves Lansdown, has announced its first fee overhaul in over a decade. But as ever the devil is in the detail, and despite its headline price cut there has been a bit of an outcry in some quarters. Val Cipriani is here to discuss which users will benefit, and which will lose out. After that we discuss our big read of the week, looking at – dare we say it – happier, more relaxed methods of building wealth. Alex Newman will explore how the more risk averse – of whom there are many nowadays given the general state of, well, everything – can have a better chance of meeting their savings goals. Lastly we return to our regular company reporting beat with a look at the latest well-received trading update from pig and poultry producer Cranswick (CWK). Does the company’s valuation still warrant interest? Mark Robinson will tell us more. Read more here Winners and losers of Hargreaves’ fee overhaul Three easy steps to becoming a stress-free investor Cranswick boosts sales as consumers ditch beef for pork Timestamps: 00:00 Intro 00:55 Hagreaves Lansdown 11:27: Building wealth: cash v assets 25:28 Cranswick Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

    37 min
  7. Space exploration, AI memory chips & Beazley: The Companies and Markets Show

    23 JANV.

    Space exploration, AI memory chips & Beazley: The Companies and Markets Show

    It’s been a dramatic week in a year already full of drama, with Donald Trump’s sabre rattling over Greenland, and subsequent threat to impose further tariffs, causing alarm before being walked back on the basis of an apparent compromise. But with that saga now seemingly in the rear-view mirror – for how long, we don’t know – we kick things off today with space exploration, which does have specific application to the current geopolitical debates as we shall discuss shortly. Mike Fahy is on hand to examine how the soaring space sector is faring ahead of a possible SpaceX IPO later this year. Then it’s on to the latest part of the tech sector to attract widespread investor interest as a result of the AI craze: memory chip stocks in the US and further afield have been booming as people cotton on to the vital role they play in data centres. Arthur Sants, recently returned from a trip to the factories of South Korea, will discuss shares, shortages and smartphone prices, among other things. And to finish up we will be back on home turf as Julian Hofmann joins us to discuss the bid interest in Lloyd’s insurer Beazley from Zurich, and the prospects for more consolidation across the sector in general. Timestamps 00:00 Intro 1:29 Space Industry 13:11 Memory chips 21:43 Beazley takeover offer Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

    30 min
  8. Meeting Workspace's (now former) CEO: Lee and the IC

    20 JANV.

    Meeting Workspace's (now former) CEO: Lee and the IC

    For their latest company interview, Lord Lee and Alex Newman sit down with Lawrence Hutchings, who joined Workspace as CEO in November 2024. That conversation, which was taped on 9 January, was to be one of Hutchings' last in the role. Ten days after the recording, and amid mounting activist pressure from shareholder Saba Capital, Workspace abruptly announced Hutchings would be replaced as CEO by Charlie Green, co-founder of the Office Group. Despite this, we are publishing the conversation below, together with some of John's initial thoughts. Commenting on his own appointment, Green said "the strategy in place is clear and provides the right platform to rebuild occupancy and drive income growth over time." Presumably that means a degree of continuity. Let us know your thoughts on the move, or if you have any questions or any suggestions for future guests, by emailing alex.newman@ft.com Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube Timestamps 0:09 Intro 5:52 Background on Workspace 11:45 Short term rental market 16:06 Creative industries 19:54 Occupancy levels 24:07 John's views on Workspace 28:25 Lessons from other property sub-sectors 29:48 Asset disposal programme 39:36 Saba Capital 43:20 The optimism scale 47:14 Update on John's portfolio Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

    52 min
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Looking to stay informed in the world of investing? Investors' Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Our award-winning expert writers research hundreds of companies and funds suitable for all risk appetites, to provide clear, independent recommendations for individual investors who want to make their money grow and outline how to make the most of different types of investment vehicles at all stages of your life. Whether you invest in funds or enjoy managing your own portfolio of individual shares, or a mix of both, we offer an unrivalled package of investment ideas, analysis and research, and lots more, to help you build a secure financial future. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

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  • Création
    Investors' Chronicle
  • Années d’activité
    2014 - 2026
  • Épisodes
    1,1 k
  • Classification
    Tous publics
  • Copyright
    © 7c8cb0a0-0e46-11f0-af5a-659c181aa6b8
  • Site web de l’émission
    Investors' Chronicle

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