Investors' Chronicle

Investors' Chronicle
  • 4.2 (224)
  • NEWS
  • UPDATED WEEKLY
Investors' Chronicle

Looking for help with your Isa or pension? Or just plain confused by the stock market? Each week, Investors' Chronicle picks apart the latest news for companies, markets and funds, and brings you fresh investment ideas. Subscribe for these, along with interviews with professional investors and special in-depth discussions on big market themes. Hosted on Acast. See acast.com/privacy for more information.

  1. The best Aim stocks and Morgan Sindall’s profit update: The Companies and Markets Show

    10 HR AGO

    The best Aim stocks and Morgan Sindall’s profit update: The Companies and Markets Show

    Mark Robinson starts the show by unpacking Morgan Sindall’s (MGNS) significant trading update, looking at the drivers behind the share price rise and the scope for the company to increase its market share. It’s then on to our Aim 100 special. Michael Fahy and Alex Newman share their take on the leading brick supplier Brickability (BRCK) and technology distributor Midwich (MIDW), discussing what each sector looks like at the moment and what should investors be aware of. Timestamps 1:14 Morgan Sindall 9:58 Brickability   23:04 Midiwch Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial  *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only. Hosted on Acast. See acast.com/privacy for more information.

    31 min
  2. National Grid, car dealerships & investment trusts: The Companies and Markets Show

    18 OCT

    National Grid, car dealerships & investment trusts: The Companies and Markets Show

    We begin with National Grid’s (NG) transformation plans. Jemma Slingo and Alex Newman weigh in on whether it should now be considered a growth rather than income stock, its US business and more. It’s then onto car dealership Vertu (VTU). Mark Robinson runs through the driving factors behind Vertu’s performance, the business’ valuation and its prospects in a struggling market. Last up, Holly McKechnie dives into the knotty issue of investment trust costs. In September HM Treasury announced it was replacing a regime in place since Britain’s time in the EU, and angst has since swelled. Find out what the Isa and pension providers are saying and what the change actually means. Timestamps  1:46 National Grid 14:52 Vertu 26:06 Investment trust costs Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial  *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only. Hosted on Acast. See acast.com/privacy for more information.

    34 min
  3. ‘The yen will keep on going’: Paul ffolkes Davis of Rising Sun Management

    15 OCT

    ‘The yen will keep on going’: Paul ffolkes Davis of Rising Sun Management

    In this episode of IC Interviews, Paul ffolkes Davis and funds editor Dave Baxter discuss the Japanese small and mid-cap specialist fund, which has proven to be quite fruitful for investors. Find out why ffolkes Davis believes in the yen’s strength plus his thoughts on Japan’s macro trends, the big investment trust risers and fallers this year and more. Timestamps  00:56 Japan and Yen strength  4:49 Macro themes in Japan 7:40 Valuations 11:48 Activism  18:10 Private versus public  20:39 Corporate reform 23:55  Is there a cap for the trust 26:51 Recent activity in the portfolio 31:09 7/11 bid   Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial  *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only. Hosted on Acast. See acast.com/privacy for more information.

    36 min
  4. A new investing world & cocoa inflation: The Companies and Markets Show

    11 OCT

    A new investing world & cocoa inflation: The Companies and Markets Show

    Associate editor James Norrington starts the show, covering this week’s Big Read. He and Dan unpack inflationary vs deflationary forces in Western economies and what it means for stock picking and building portfolios.  Madelaine Apthorpe is then in the hot seat instead of behind the soundboard to discuss her investigation into cocoa inflation and the confectionery industry. She touches on the reasons for the price rises, the outcome for consumers and what it means for the industry.  Last up, Julian Hoffman and Mark Robinson unpack Boeing’s latest results and the strike action the company is facing. They discuss the knock-on effects for other companies and how the new CEO is trying to improve safety. Timestamps 00:58 Debt, demographics and money 16:26 Cocoa 23:38 Boeing Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial  *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only. Hosted on Acast. See acast.com/privacy for more information.

    35 min

  5. 8 OCT

    ‘Our products are evolutionary, not revolutionary’: Lee and the IC

    This month, Alex and Lord Lee are joined by the CEO of Ampario, Richard Edwards. Ampario is an Aim-traded natural feed additives group, a niche business but one that exports its products to over 80 countries and has been held by Lord Lee for 14 years. In the episode, the trio discuss the ins and outs of running an Aim company, why Lord Lee believes the business is well-placed in today’s markets, its sustainable practices and more. Hosted on Acast. See acast.com/privacy for more information.

    35 min
  6. Investing for children, healthcare Reits & China’s stimulus: The Companies and Markets Show

    4 OCT

    Investing for children, healthcare Reits & China’s stimulus: The Companies and Markets Show

    This week’s episode begins with a property leaser to the healthcare sector, Life Science Reit (LABS). Property writer Natasha runs through the results, where the chief exec is focusing and whether a takeover is on the cards. It’s then onto our latest Big Read on investing for your children. From the best accounts to use, the top funds to pick, and educating your children about investing, Val Cipriani runs through everything parents need to know. Lastly, Julian Hofmann joins to unpack China’s stimulus measures. What impact will it have on the stock market? And what funds can investors use to get involved in the action? Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial  *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only. Timestamps  00:56 Reits 11:02 Investing for your children 21:00 China’s stimulus Read the stories mentioned in the show Life Science Reit trades on steep discount to NAV China's bounce may be short-lived The best ways to invest for your children Hosted on Acast. See acast.com/privacy for more information.

    32 min
  7. Partner Content: Political power plays & market reactions

    30 SEPT

    Partner Content: Political power plays & market reactions

    In this podcast episode from The Brunner Investment Trust, Co-lead Portfolio Manager Julian Bishop and host Joe Lynam navigate the choppy waters of national politics and their ripple effects through global markets. With the recent political changes in the UK and the much-anticipated US presidential election, what can investors expect from the stock market? For more in-depth discussions and insights, visit our website for additional podcast episodes, articles and videos: https://www.brunner.co.uk/en-gb/videos-podcasts-and-reading  This content was paid for and produced by The Brunner Investment Trust Hosted on Acast. See acast.com/privacy for more information.

    15 min
  8. How to fix the UK pensions problem & a swathe of takeover bids: The Companies and Markets Show

    27 SEPT

    How to fix the UK pensions problem & a swathe of takeover bids: The Companies and Markets Show

    We start with Smiths Group’s (SMIN) results. The engineering giant’s figures missed expectations, but could new acquisitions and an updated cost-saving plan bring things back? Michael Fahy reports.  Our Big Read this week is on pensions. We all know what they are, but there’s much more that could be done for savers and perhaps for the wider economy – Alex Hamer, author of the cover feature, gives a rundown of the reforms mentioned in the piece that could boost pots, and breathe new life into the stock market. We wrap up by touching on bid takeover activity. From Rightmove (RMV) to Advanced Medical Solutions (AMS), Jennifer Johnson unpacks everything investors need to know from the past week. Timestamps 01:18  Smiths Group  09:08  Pensions 23:59 Small caps 28:55 Takeovers Hosted on Acast. See acast.com/privacy for more information.

    38 min
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Hosts & Guests

4.2
out of 5
224 Ratings

About

Looking for help with your Isa or pension? Or just plain confused by the stock market? Each week, Investors' Chronicle picks apart the latest news for companies, markets and funds, and brings you fresh investment ideas. Subscribe for these, along with interviews with professional investors and special in-depth discussions on big market themes. Hosted on Acast. See acast.com/privacy for more information.

Information

  • Creator
    Investors' Chronicle
  • Years Active
    2014 - 2024
  • Episodes
    1K
  • Rating
    Clean
  • Copyright
    © Investors' Chronicle
  • Show Website
    Investors' Chronicle

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