300 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

    • Investing
    • 4.3, 146 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.

    Walter Price: "The Chinese are a force to be reckoned with in technology"

    Walter Price: "The Chinese are a force to be reckoned with in technology"

    Last week was big for US tech - with a fiery Congressional hearing and bumper quarterly earnings. “With the exception of Amazon, all of these companies are not expensive stocks now”, argues Walter Price, portfolio manager of Allianz Technology Trust. In this podcast, Mr Price tells us his views on growth, regulation, and China’s moves to replace the US as the dominant world superpower. 
     
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    • 26 min
    The Investment Hour: a new arms race?

    The Investment Hour: a new arms race?

     Coronavirus has intensified the growing animosity between the world’s two great superpowers, China and the US, and worries are mounting that the confrontational rhetoric may at some point turn a cold war into a hot one. But the virus has also stretched Western economies to their limits and cast into doubt just how they can fund the cost of the new arms race that may just be starting.


    On this week’s Investment Hour, Megan Boxall and John Hughman are joined by the IC’s defence correspondent Nilushi Karunaratne and industrial correspondent Alex Janiaud to discuss the outlook for the defence sector and what this means for investors. 
     
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    • 55 min
    The IC Interviews: Ben Rogoff

    The IC Interviews: Ben Rogoff

    'What comes next for investment in the tech sector?’ is a question Mary McDougall put to Ben Rogoff, lead investor at the hugely popular Polar Capital Technology Trust. His response: "I feel like the growth trajectory for those companies is very strong. The challenge is always – and it really is a challenge for a growth investor – to try and assess how much of that is already captured in the valuation."


    In this podcast, find out which tech companies Ben thinks are worth the price and hear his thoughts on the regulatory outlook for the big tech companies as we head towards a hugely polarised presidential election.


    Mary and Ben discuss many of the topics discussed in recent IC articles, click on the links below to find out more about the outlook for the US technology sector.
     
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    • 39 min
    The Investment Hour: All that glitters…

    The Investment Hour: All that glitters…

    Gold has reached $2,000 an ounce on the futures market this month and gotten very close in spot terms as well. The precious metal has been trading at multi-year highs for over a year now, since breaking $1,400 over a year ago. This year, the Covid-19 job losses and major economic slowdown supercharged an already surging gold price.


    The big question is whether you should still be buying. On this week’s podcast Megan Boxall and John Hughman are joined by Alex Hamer and Dave Baxter to talk about possible entry points and where this new record comes from.


    SPECIAL OFFER - You can get four weeks of Investors Chronicle in print and online for just £4 with our special offer for podcast listeners. Go to investorschronicle.co.uk/podcastsub.
     
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    • 59 min
    Ronald Cohen: The future of socially responsible investing

    Ronald Cohen: The future of socially responsible investing

    Sir Ronald Cohen is described as the ‘father of British venture capital’, having co-founded Apax Partners in 1972. For nearly twenty years he has pioneered initiatives in the world of impact investing, including the Social Impact Investment Taskforce created during the UK’s presidency of the G8.  


    In this interview, Sir Ronald explains how the environmental and social impact of companies can be quantified - and even laid bare in their financial statements. Are impact-weighted accounts the future for socially responsible investing?
     
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    • 26 min
    Investment Hour: Coronavirus update

    Investment Hour: Coronavirus update

    Pharmaceutical progress in the war on coronavirus has accelerated this week and share prices have leapt as a result. On this week’s podcast John Hughman and Megan Boxall get the lowdown from Harriet Clarfelt on the recent announcements and dig into the share price movements with trader Michael Taylor. We have also spoken to the chief executive and chief financial officer at Tristel and Phil Oakley has provided an overview of the outlook for companies. 
     
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    • 1 hr 8 min

Customer Reviews

4.3 out of 5
146 Ratings

146 Ratings

amanda022222 ,

OK

Very good podcast

m i l e s d e e p ,

Trash.

Is John’s new co-host Megan an intern? She can barely string a sentence together. In the recent podcast she said: ‘as a millennial, I don’t get gold’. Well, as a millennial, I do get gold. What’s more, she’s paid to “get it”. She wasn’t wrong though, she knew nothing.

I used to look forward to-and relisten to this podcast daily, now it’s just cringe. I honestly look at each new episode on my Apple podcast with disdain; great work. Megan is clueless, and the scripted chats between her and John are painful. The new format is frankly tacky and embarrassing.

It was once engaging, entertaining and informative, now we have to listen to Megan fail to summarise every interview; she honestly tries to say five sentences at once; I literally transcribed one (for a laugh) and it was just insane.

It’s perhaps no coincidence that the present format came about during lockdown. But please, go back to the old format.

Frank----- ,

A shadow of its former self

I used to look forward to this podcast. It now seems like a work experience project. Too much nebulous discussion

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