796 episodes

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.

Investors' Chronicle Acast

    • Business
    • 4.2 • 194 Ratings

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.

    Blake Hutchins: Looking for “dividend champions of the future”

    Blake Hutchins: Looking for “dividend champions of the future”

    Blake Hutchins, co-manager of Troy Income & Growth Trust and Trojan Income Fund, explains where he has been finding UK equity income in a difficult environment and how the market looks set going ahead. He explains why he prefers what he considers to be good quality companies, and highlights some stocks he thinks will be able to grow their cash flows.  
     
    See acast.com/privacy for privacy and opt-out information.

    • 34 min
    Chris Dillow: “I’ve never understood the idea that market timing doesn’t work”

    Chris Dillow: “I’ve never understood the idea that market timing doesn’t work”

    Investors' Chronicle's economist Chris Dillow tells Mary McDougall why he’s not worried about prolonged inflation and why he thinks the central bank is right to keep monetary policy loose.
    He also shares his wisdom on lead indicators that can help you understand when you should consider buying and selling, and why thinks private equity is an important part of most investment portfolios.
     
    See acast.com/privacy for privacy and opt-out information.

    • 37 min
    Azeem Azhar: "The best deep tech funds are heavily oversubscribed"

    Azeem Azhar: "The best deep tech funds are heavily oversubscribed"

    Azeem Azhar is a renowned thought-leader, entrepreneur and investor in the tech industry. In this podcast, he talks to Lauren Almeida about the exponential rate of tech development and how society - and investors - can keep up.
     
    See acast.com/privacy for privacy and opt-out information.

    • 39 min
    Somerset's Mark Williams: China crackdown "a reality check rather than a change"

    Somerset's Mark Williams: China crackdown "a reality check rather than a change"

    From internet giants like Alibaba (US:BABA) to education and property companies, the recent regulatory crackdown in China has sent many leading Asia stocks into a tailspin. Is this an investment opportunity, a warning or a simple reminder of the risks in the developing world?
    In this chat with Dave Baxter, Asia and emerging market fund manager and Somerset Capital partner Mark Williams looks at what recent events mean for investors, and where potential winners and losers might be found.
    Note: some technical issues may affect the sound quality of this episode at points. Also, our guest's reference to a sell-off from 2005 was actually a reference to the Chinese equity sell-of 2015.
     
    See acast.com/privacy for privacy and opt-out information.

    • 31 min
    Jason Hollands: “Most fund companies have some disappointing funds”

    Jason Hollands: “Most fund companies have some disappointing funds”

    Active fund managers have gradually been losing market share to cheaper, passive alternatives. Yet the best active funds have significantly outperformed their benchmarks over long time periods.
    In this interview, Jason Hollands, managing director at Tilney Smith & Williamson discusses what we can learn from Bestinvest’s latest ‘Spot the Dog’ fund report, where active management works best and what makes a good fund manager.
    He also sheds light on wider asset allocation questions, such as the relative attractiveness of different equity regions, how fixed income and alternatives might sit within an investment portfolio and the optimal number of funds for an investor to own.
     
    See acast.com/privacy for privacy and opt-out information.

    • 29 min
    Partner content: Silicon Valley byte size - Enter the golden age

    Partner content: Silicon Valley byte size - Enter the golden age

    This podcast episode from Allianz Technology Trust, looks at the ‘new normal’ post-pandemic where remote working will mix with on-site working where possible. The team discuss how this will benefit businesses that can make this new hybrid workplace both effective and efficient. Furthermore, new generations have changing expectations of work. Combined with demographic changes globally, there will be increasing problems for companies trying to fill positions. Technology will have a crucial role to play in covering rote and mundane tasks, leaving people free to drive businesses forward. To see the full podcast series visit https://www.allianztechnologytrust.com/podcast/
     
    See acast.com/privacy for privacy and opt-out information.

    • 18 min

Customer Reviews

4.2 out of 5
194 Ratings

194 Ratings

andyarris ,

Has this podcast stopped?

Loved listening to John and Phil. Algy Hall is also worth a listen to. Rest of the contributors are a bit loose but you put up with it for Phils insight

Minnie ST ,

Very Informative podcast

This podcast has become an absolute staple for me, with great guests and lots of interesting content. The new host, Mary, is fantastic and has a soothing voice. My only criticism is the sound quality can sometimes be a bit poor, but I’m sure this could be an easy fix

EFSM88 ,

The IC Interviews

I’m a big fan of IC interviews podcast. Interesting questions and always good to hear from fund managers investing in specific sectors and geographies.

Top Podcasts In Business

Listeners Also Subscribed To

More by Acast