Investors' Chronicle

Investors' Chronicle
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Investors' Chronicle Podcast

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. NatWest, British American Tobacco and two new deals: The Companies and Markets Show

    3 DAYS AGO

    NatWest, British American Tobacco and two new deals: The Companies and Markets Show

    Jemma Slingo is up first to discuss the fate of NatWest (NWG). Jemma and Dan unpack how well hedged the business is against falling interest rates, its share buyback plans and more. It’s then on to one company from our Income Majors special report: British American Tobacco (BATS). Like most tobacco stocks, BAT is in the firing line from the Labour government and other leaders around the world. Michael Fahy and Dan explore what potential smoking bans would mean for investors.  We finish with two deals from the financial world. Close Brothers (CBG) has sold off its asset management arm while Brooks Macdonald (BRK) is also making disposals. Julian Hofmann covers everything investors need to know. Timestamps 1:29 NatWest 10:50 British American Tobacco 22:00 Close Brothers/Brooks Macdonald Hosted on Acast. See acast.com/privacy for more information.

    32 min
  2. Our favourite 50 funds and Trustpilot: The Companies and Markets Show

    13 SEPT

    Our favourite 50 funds and Trustpilot: The Companies and Markets Show

    We begin with Trustpilot (TRST), whose shares shot up 10 per cent in the past five days. Its software as a service (SaaS) is AI-enabled but should it be seen as a marketing or tech business? Jennifer Johnson runs through the long-term prospects inventors need to consider. Dave Baxter joins to chat about the 2024 edition of the IC’s Top 50 Funds list. He unpacks how it is constructed, why it’s tilted more towards investment trusts this year, and profiles some of the names that make the cut. Last up, we touch on engineer Reinshaw (RSW). While some other semiconductor suppliers have thrived, the company’s past few years have been rough. But do its latest figures point to a stronger narrative? Mark Robinson and Julian Hofmann discuss its future revenues and valuation. Timestamps 1:13 Trustpilot 13:16 Top 50 Funds 23:11 Reinshaw 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. 10 SEPT

    What investors can do with takeover cash: Lee and the IC

    Lee and the IC is back after its summer hiatus with the latest updates to Lord Lee’s portfolio.  Armed with the proceeds of a takeover, Lord Lee has spent the last few months topping up some existing holdings and running the slide rule over several British value opportunities, including a media conglomerate and a global shipping firm. John and Alex continue their discussion on the role of non-executive directors (NEDs) as share ambassadors, as well as what lies ahead for private investors in the wake of Labour’s win. 1:11 Lok’nStore sell 6:13 Britvic  9:56 ITV purchase 12:09 Braemar purchase 18:00 Non-executive director holdings 24:01 Labour government Hosted on Acast. See acast.com/privacy for more information.

    32 min
  4. Investing in insurers, Nvidia and BHP: The Companies and Markets Show

    30 AUG

    Investing in insurers, Nvidia and BHP: The Companies and Markets Show

    Alex Hamer unpacks the results from Australian mining giant BHP (BHP). It reported higher earnings in the 12 months to June thanks to record copper prices and a relatively stable iron ore market, its biggest market. Alex shares what investors should expect going forward.  Alex Newman, the author of this week’s cover feature on insurance stocks, joins the show. DIY investors love insurers – note our Lee and the IC podcast co-host, Lord John Lee – but the industry is a complex beast. Alex explains what investors should do to know which names are worth owning. Lastly, Arthur Sants joins to discuss Nvidia’s (US:NVDA) latest interim results. Its revenue more than doubled but the share price fell thanks to expectations that it turns out even the world’s top-earning company can’t beat. Arthur explores the valuation and what lies ahead for the business. Timestamps 1:18 BHP 10:21 Investing in insurers  23:59 Nvidia 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. Hargreaves’ takeover, Costain and the North Sea: The Companies and Markets Show

    23 AUG

    Hargreaves’ takeover, Costain and the North Sea: The Companies and Markets Show

    We begin with construction firm Costain (COST), which recently announced a £10mn buyback. Mark Robinson weighs in on its latest results and more. It’s then on to Hargreaves Lansdown (HL). Val Cipriani covers the proposed takeover and what it means for those who use the platform. Julian Hofmann also unpacks the company’s results and the impact on shareholders. Last up, Alex Hamer covers Ithaca Energy’s (ITH) results, what impact Labour’s windfall tax will have and the latest events affecting North Sea stocks in general. Timestamps  1:15 Costain 12:20 Hargreaves  23:50 Ithaca  Hosted on Acast. See acast.com/privacy for more information.

    35 min
  6. Partner Content: With the UK elections behind us, who holds the power?

    19 AUG

    Partner Content: With the UK elections behind us, who holds the power?

    Who holds the power: the government or the market? In this episode of the ‘A Value View’ Podcast, portfolio manager Simon Gergel discusses the aftermath of the recent UK election, marked by a significant Labour victory. He explores the UK stock market response and highlights where opportunities are being found today. Listen in now to find out more about the market reaction and what it means for investors.  For more in-depth discussions and insights, visit our website for additional podcast episodes, articles and videos: https://www.merchantstrust.co.uk/en-gb/videos-podcasts-and-reading  This content was paid for and produced by The Merchants Trust Hosted on Acast. See acast.com/privacy for more information.

    17 min
  7. Google, Aviva, and financial services: The Companies and Markets Show

    16 AUG

    Google, Aviva, and financial services: The Companies and Markets Show

    We begin with life insurer Just Group which raised its profit outlook after corporate pension deals boomed. Julian Hofmann unpacks the recent results and discusses whether the shares offer value and how the business might expand. Another insurer's results, Aviva (AV), follows. Mark Robinson and Julian talk about what the business is doing right and how it’s benefitting from diversification. Arthur Sants joins from New York to discuss his cover feature on Google’s parent company Alphabet (GOOGL). Arthur explains how Google became the world’s top search engine, its recent run-in with the Department of Justice, the threat of AI and more. One Savings Bank (OSB) is last up and Jemma Slingo reveals what led to the 20 per cent share price drop after its latest update. Timestamps 1:21 Just Group 10:19 Aviva  19:42 Alphabet  42:04 OSB Hosted on Acast. See acast.com/privacy for more information.

    50 min
  8. ‘Buybacks are more interesting than dividends’: Charlotte Cuthbertson of Migo Opportunities

    13 AUG

    ‘Buybacks are more interesting than dividends’: Charlotte Cuthbertson of Migo Opportunities

    Dave Baxter is joined by one of the managers of Migo Opportunities Investment Trust, an unusual fund which exploits valuation anomalies and discounts in other investment trusts. Dave and Charlotte discuss where she looks for opportunities, interesting asset classes and the reason that share buybacks turn the trust’s head more than dividend increases. Listen to this and more. Timestamps  00:34 Sectors of interest 6:34 Geopolitical risk 8:14 Worthy investments in private equity  10:38 M&A scale  12:49 Smaller trusts 14:59 Areas of innovation 18:09 Interesting asset classes 25:20 Share buybacks and capital allocation Hosted on Acast. See acast.com/privacy for more information.

    31 min
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Hosts & Guests

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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