Investors' Chronicle

Investors' Chronicle
  • 4.2 (225)
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Investors' Chronicle

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 is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

  1. ‘You don’t have to love Europe to own its stocks’: Stefan Gries of BlackRock Greater Europe

    6 HR AGO

    ‘You don’t have to love Europe to own its stocks’: Stefan Gries of BlackRock Greater Europe

    In the latest episode of the IC Interviews, Val Cipriani, personal finance editor, sits down with Stefan Gries of BlackRock Greater Europe Trust. The fund is known for focusing on businesses with dependable profits and finds success even though it takes less risk than the average investor. Hear Gries’s take on Dutch semiconductor stock ASML (AMS), and how the industry will fare in light of Donald Trump’s win. The duo also cover the prospects of the Chinese and UK markets, the fund’s stock-picking methods which European sectors are ripe for investor attention. Timestamps  0:49 What the fund does 2:34 Changes to the strategy 6:02 Outlook on the market    8:53 US election result  11:06 Bullish versus Bearish 13:46 Stockpicking 17:13 Novo Nordisk  21:46 ASML  25:25 Semiconductors in the wake of Trump’s win 32:57 China and post-Covid recovery  35:55 UK market 38:19 Granola stocks 40:39 Wider European stocks  42:42 Promising sectors  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.

    46 min
  2. Quality US stocks, Sage and Grainger: The Companies and Markets Show

    4 DAYS AGO

    Quality US stocks, Sage and Grainger: The Companies and Markets Show

    We begin with software company Sage (SGE). Shares are up and the team unpacks the drivers of this rise and explores whether investors should be concerned about competition in the industry.  Illinois Tool Works (US:ITW) next. It’s larger than all but five stocks included in the FTSE 100 but remains relatively unknown on this side of the pond. Our team explore what the company does and the metrics that lead it to feature on our annual US quality screen. Last up, it’s property company Grainger (GRI). Demand has been strong this year but its share price has been relatively flat. We look at why this is the case and how the valuation appears. 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.

    25 min
  3. Investment Trust Special, Burberry & Croda: The Companies and Markets Show

    15 NOV

    Investment Trust Special, Burberry & Croda: The Companies and Markets Show

    British-based luxury fashion brand Burberry (BRBY) has had a hard time of late. Our team delve into what’s gone wrong over and question whether the low valuation is attractive enough for investors to take a gamble. It’s then onto our Investment Trust Special. We explore what trusts are most vulnerable to consolidation and some that could be fruitful in the changing macroeconomic environment. Last up, it’s specialist British chemical company Croda (CRDA). The latest update shows signs of life but two profit warnings over the past 18 months could hold back its growth. Julian Hofmann looks into the details.  Timestamps  1:31 Burberry  15:38 Investment trusts 27:48 Croda  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 £1 Hosted on Acast. See acast.com/privacy for more information.

    39 min
  4. What the Budget and Trump’s win means for investors: Lee and the IC

    12 NOV

    What the Budget and Trump’s win means for investors: Lee and the IC

    Lord Lee and Alex reunite just a day after the US election result and a week on from the Autumn Budget. In the episode, the pair unpack how the latter will affect UK private investors and the economy at large, and Lord Lee gives his opinion on the effectiveness of the changes announced by chancellor Rachel Reeves. Also, listen to find out the changes to Lord Lee’s portfolio and his take on Trump’s presidential win.  Timestamps  1:18 Why the Budget is pleasing for private investors 3:42 Lord Lee’s view of Labour’s tone  7:19 Nichols and FW Thorpe sales 10:03 Will Budget changes mean a change in tactic? 11:14 Inheritance tax  13:05 Niche markets 15:40 Impact on family businesses property relief and farms 18:32 What should Labour aim for  21:25 How Lord Lee's portfolio has been recently  25:14 Trump’s reelection 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 £1 Hosted on Acast. See acast.com/privacy for more information.

    29 min
  5. How the Budget impacts companies, Auto Trader & the US election: The Companies and Markets Show

    8 NOV

    How the Budget impacts companies, Auto Trader & the US election: The Companies and Markets Show

    Auto Trader’s (AUTO) recent results were not well received. A slowdown in vehicle production and its position within a tight market is squeezing growth prospects. Our experts dive into what it means for investors.  It’s then on to the impact of the Budget. The panel unpacks what sectors will be most affected by the changes, and the potential cost-saving measures companies can take to mitigate rising NI contributions. Last up, bond yields. Both the Budget and the US election will alter the fiscal outlook and our team look at who the winners and losers will be.  Dan Jones is joined by Mark Robinson, Alex Newman, Julian Hofmann and Hermione Taylor. Editing by Madi Apthorpe Timestamps 1:23 Auto Trader 13:25 The Budget 21:03 Bonds 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
  6. Terry Smith on Nvidia, banks and the UK market: IC Interviews

    5 NOV

    Terry Smith on Nvidia, banks and the UK market: IC Interviews

    Returning a second time in the IC Interviews hot seat, Terry Smith is one of the biggest names in the investing world. Having set up the eponymous Fundsmith in 2010, he now manages more than £22bn of British savers’ money and has had his fair share of celebration and criticism. Funds editor Dave Baxter and Smith unpack everything from Magnificent Seven stocks and the effect of weight-loss drugs on stock markets, to consumer staples and the reason Smith doesn’t want to own market favourite, Nvidia. Also, find out what quality Smith looks for in companies and fund managers, plus why the fund’s allocation to UK stocks is so minimal. Timestamps 00:38 Magnificent Seven stocks 3:52 Nvidia  6:41 AI 08:57 Consumer staples and weight-loss drugs 12:06 Novo Nordisk 17:36 What he looks for in companies  20:23 Nike  22:07 Asset allocation and share buybacks 24:48 UK companies and Asia  29:19 Financials  30:27 Judging when there’s a crisis versus a mispricing  35:09 Criticisms of the buy and sell process 39:44 Atlas Copco  41:44 Next and Autotrader 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.

    43 min
  7. What the Budget means for you & HSBC: The Companies and Markets Show

    1 NOV

    What the Budget means for you & HSBC: The Companies and Markets Show

    The Autumn Budget brought a swathe of changes to the way investors can harness the most of the market. From capital gains changes to pensions, our team unpack what investors need to know. Find out everything you need to know about the Budget HSBC (HSBC) recently announced a reorganisation that will affect shareholders. The panel of experts report on what the business is set to achieve, and the outlook for interest income as base rates fall. Last up, the team delve into what led to the small share rally for YouGov (YOU) after its latest trading update. Timestamps  1:54  Budget 17:30 HSBC 26:16 YouGov Hosted on Acast. See acast.com/privacy for more information.

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

    25 OCT

    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
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out of 5
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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 is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

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

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