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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.
See acast.com/privacy for privacy and opt-out information.

Investors' Chronicle Acast

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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.
See acast.com/privacy for privacy and opt-out information.

    ISA or pension? Make the most out of tax wrappers

    ISA or pension? Make the most out of tax wrappers

    Investors and savers take note. Tax wrappers can make a huge difference to the value of your savings over time. 
    You have two main options: put more money into your pension or invest within an individual savings account, better known as an Isa. Ideally you can do both. 
    In the third episode of our investing explained podcast series, Jeremy Naylor, presenter at IG and Svenja Keller, financial coach and founder of SK Inspire, explain the nuances of tax wrappers and how to use them as effectively as possible. 
    They talk through the different types of Isas and pensions available, the pros and cons of different options and how to prioritise between them.
    This podcast is sponsored by IG.

    See acast.com/privacy for privacy and opt-out information.

    • 28 Min.
    Stuart Widdowson: Applying a PE mindset to UK small caps

    Stuart Widdowson: Applying a PE mindset to UK small caps

    Few UK small cap investment trusts trade on a premium to their net assets, but Odyssean Investment Trust is currently one of them. In this interview, manager Stuart Widdowson explains why he brings a private equity mindset to public markets, how he seeks to spot special situations and how he feels about the current investment outlook. 
    He also talks through the investment case for some of his holdings, shares which books have been most influential for his investment approach and explains why he tends to avoid participating in IPOs.

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    • 36 Min.
    I want to invest. What are my options?

    I want to invest. What are my options?

    Wild stock market movements such as those seen with ‘meme’ stocks last year make investing look like an exciting or treacherous roller coaster - depending on your perspective.
    But the truth is, successful investing should be disciplined and boring - as you slowly let your money grow.
    The trouble is, there are thousands of stocks and funds to pick between. In this podcast, Mary McDougall speaks with the IC's funds editor Dave Baxter and IG's analyst and presenter Daniela Sabin to find out how much you should invest, what your options are, why diversification matters and how to pick between an active or passive strategy.

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    • 23 Min.
    Simon Thompson: Secrets of successful investing

    Simon Thompson: Secrets of successful investing

    We’re kicking off 2022 with a double interview. Firstly, everyone’s favourite stock picking expert Simon Thompson is on the pod to discuss the feature he’s written this week: Secrets of Successful Investing.
    Then IC properties writer Alex Newman joins us off the back of a busy week, with the government asking housebuilders for a 4-billion-pound plan to resolve the unsafe cladding crisis, and a peer-to-peer property lender launching in the UK.

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    • 36 Min.
    Why you should invest

    Why you should invest

    Do you want to kickstart the year by sorting out your finances? Frightened of the stock market and unsure where to start? 
    Investing can seem complicated, confusing and downright scary, but get it right and it’s a powerful tool for growing your wealth.
    Over a series of ten weekly podcasts, we’ll be breaking down the complexities of the financial world to help you learn about how you can build yourself a better future through sensible investing.  
    Our first podcast covers why you should invest, with Investors’ Chronicle’s Mary McDougall in conversation with Jeremy Naylor, presenter at IG and financial wellbeing expert Jason Butler. 
    Hear their views on how to establish an investment plan, how it fits within your wider finances and why it’s best to start as early as you can. 
    They also discuss the role of crypto in an investment portfolio, why you need to be careful when using social media and how to avoid being ripped off by financial institutions. 
    This podcast is sponsored by IG.

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    • 24 Min.
    Alex Wright: “Fundamentals look really strong, particularly in the consumer area”

    Alex Wright: “Fundamentals look really strong, particularly in the consumer area”

    Being a contrarian investor has been a tough gig over much of the past decade but Alex Wright, manager of Fidelity Special Values (FSV) and Fidelity Special Situations believes the best way of making money is to go against the consensus. 
    In this interview, he tells Mary McDougall how he identifies mispriced assets, what he has been buying and selling recently and in what sectors he sees the best opportunities. He also explains how he mitigates the challenges faced by value investors. The interview was recorded on 8 December.  
    00:00 - Intro
    00:55 - What did you learn from Anthony Bolton?
    02:17 - Investing style
    03:33 - Process for spotting mispriced assets
    04:33 - How intangibles affect thinking
    05:23 - Avoiding value traps
    07:23 - Turnarounds
    08:50 - Recent fund performance and current outlook
    11:24 - What have you been buying and selling recently?
    14:17 - Inflation impact
    17:42 - Fund turnover
    19:10 - Challenge of needing lots of investment ideas
    20:09 - Need for a large portfolio
    21:54 - Pricing methodology
    24:39 - When to sell when stocks don't rerate as you hoped?
    30:06 - Why small caps hold better value
    31:44 - Liquidity problems in funds?
    34:13 - Volatility vs risk
    36:13 - M&A
    39:10 - UK vs European markets
    41:38 - UK holdings you're excited for

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    • 42 Min.

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