Investors' Chronicle

Investors' Chronicle
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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 has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Our award-winning expert writers research hundreds of companies and funds suitable for all risk appetites, to provide clear, independent recommendations for individual investors who want to make their money grow and outline how to make the most of different types of investment vehicles at all stages of your life. Whether you invest in funds or enjoy managing your own portfolio of individual shares, or a mix of both, we offer an unrivalled package of investment ideas, analysis and research, and lots more, to help you build a secure financial future. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

  1. The ceasefire, Africa and Senior: Companies and Markets Show

    HACE 15 H

    The ceasefire, Africa and Senior: Companies and Markets Show

    In this week’s show we discuss the temporary ceasefire in the Middle East – if it is really appropriate to call it that – and consider whether the announcement has done anything to lighten a global economic outlook that has looked increasingly gloomy for the past few weeks.  Investors have certainly priced in a fair amount of relief. We discuss if they are right to do so, and what happens next. Julian Hofmann has the details. Our big read this week, meanwhile, is about a continent that could be particularly affected by the energy shock – Africa – albeit, as Chris Akers explains, it’s far from a monolithic bloc and there’s the potential for both winners and losers. Chris tells us about the UK companies that have set up in Africa and why the investment opportunities take in everything from resources to telecoms. To finish, we delve into specialist engineer Senior, which feeds into many of the hot sectors of the moment, but it’s had a topsy turvy time of it in recent months. That has now culminated in a takeover approach – Mark Robinson discusses whether that represents good value for holders and whether a rival approach could emerge. Read more here Ceasefire updates, Shell & Close Brothers: Markets live How investors can make the most of the Africa opportunity Senior backs £1.3bn private equity buyout Timestamps: 00:00 Intro 01:15 US/Iran ceasefire 12:46 Africa 26:20 Senior Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube or by clicking here Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

    35 min
  2. Unilever’s $45bn deal, Berkeley & tech: Companies and Markets Show

    3 ABR

    Unilever’s $45bn deal, Berkeley & tech: Companies and Markets Show

    We begin the show with consumer goods giant Unilever (ULVR) – soon to be somewhat smaller, given the $45bn spin-off of its foods business to US spice and sauce maker McCormick (MKC). The reaction to the news, though, has been distinctly underwhelming. Erin Withey examines what it means for Unilever’s future. Then we turn to Berkeley (BKG), the housebuilder, which, this week, published an unscheduled negative update, less than three weeks after it told investors everything was fine. Hugh Moorhead explores what the company’s retrenchment says about the UK’s wider housebuilding goals. Lastly, we discuss what is perhaps the UK’s very own meme stock – microcomputer maker Raspberry Pi (RPI). Its shares rose almost 50 per cent in one day following its full-year results. Arthur Sants explains how the company ended up part of the AI boom and whether there’s a decent business underneath it all. Read more here: Why the market is turning against Unilever’s $45bn food deal Raspberry Pi ups sales volumes but margins tighten Episode timestamps: 00:00 Intro 01:21 Unilever 09:54 Berkeley Group 18:30 Raspberry Pi Listen to more podcasts from Investors’ Chronicle Apple, Spotify and YouTube or by clicking here Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

    33 min
  3. ‘It’s hard to find safe assets’ - Jacob de Tusch-Lec of Artemis Global Income | IC Interviews

    31 MAR

    ‘It’s hard to find safe assets’ - Jacob de Tusch-Lec of Artemis Global Income | IC Interviews

    At £5.7bn, Artemis Global Income is one of the largest global income funds available to UK investors. It posted enthusiastic returns in 2025, well above what you would normally expect from this kind of strategy. But has this made the portfolio holdings expensive, and where does it go from here? Manager Jacob de Tusch-Lec talks to Val Cipriani about being nervous about what comes next, whether the war in Iran means 2022 all over again for stock markets, and how he feels about AI.  Timestamps 00:00 Intro 01:07 What is Artemis Global Income? 02:26 Three buckets 04:21 Importance of valuation 05:40 Recent performance 10:49 Are we going back to 2022? 16:20 AI investments 19:19 Financial industry 24:05 Is there value in the UK? 27:26 Recent changes 32:50 When to sell 34:21 Emerging markets Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

    38 min
  4. Navigating the Strait, Goodwin and annuities: The Companies and Markets Show

    27 MAR

    Navigating the Strait, Goodwin and annuities: The Companies and Markets Show

    It’s been another seesaw week as the world weighs up the chances of an end, or at least a cessation, to hostilities in the US-Israeli war with Iran. President Donald Trump is taking a more conciliatory tone, but in this case, a U-turn is not in his gift alone and with Iran talking tough, the optimism of earlier in the week has started to ebb as we record today’s show. The episode starts by looking in more detail at some of the implications of the continued pressure on the Strait of Hormuz, the key global shipping route that has in effect been put out of action by the war. Alex Hamer is here to discuss the implications for everything from energy (and UK energy policy) and fertiliser to helium. The broad conclusion is of course that prices are going up, but we dig into the detail during the show. We move on to look at one early victim of the uncertainty in the shape of UK engineer and private investor favourite Goodwin (GDWN), whose shares halved this week on a disappointing trading update. Alex Newman will consider the extent to which some of these problems were of its own making – or at least down to poor communications. Finally, amid all the uncertainty – and rising bond yields – the stability of an annuity may look more attractive to some of those in or approaching retirement. Holly McKechnie is with us to talk about the pros and cons of the products. Episode time stamps: 00:00 Intro 01:33 Strait of Hormuz 17:38 Goodwin 33:52 Annuities Listen to more podcasts from Investors’ Chronicle Apple, Spotify and YouTube or by clicking here Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

    43 min
  5. Student Loans: What every graduate needs to know

    24 MAR

    Student Loans: What every graduate needs to know

    Val Cipriani and Holly McKechnie are back with a new episode of Women & Wealth, and unpack the UK’s student loan system and growing debt burden facing graduates. The funds editor and personal finance editor for Investors’ Chronicle explore why women often end up paying more, how repayment rules really work, and what the system means for your finances. Student loans have undergone several reinventions over recent years, but the current focus is largely on Plan 2 loans, taken out by undergraduates between 2012 and 2022. These have become particularly onerous following changes made by the Conservative government in 2022. Val and Holly look at the three key repayment terms to be aware of, and the other factors that affect how much you pay back. Maternity, salary gap and employment opportunities in fields studied more by women mean that the student loans issue disproportionately affects them. Val and Holly discuss this, as well as how to minimise your exposure and pay less over the long term. Timestamps: 00:00 Intro 00:58 The state of student loans 01:50 Plan 1, Plan 2, Plan 5 student loans 04:40 Why Plan 2 is so bad 08:20 Loan or tax 10:15 Why it impacts women more 13:45 Is Plan 5 better? 15:11 What you can do about it 17:22 When you should overpay Read more on the student loan issue on Investors' Chronicle: How to survive the student loan system Women and Wealth is the monthly podcast series from Investors’ Chronicle. You can listen to and watch the episodes, alongside our other podcasts, on Apple, Spotify and YouTube. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

    22 min
  6. Industrials, smart investing & real estate: The Companies and Markets Show

    20 MAR

    Industrials, smart investing & real estate: The Companies and Markets Show

    On this week’s show, we begin with industrials. It was only a month or so ago that the sector was being touted by many as a potential safe haven from AI disruption. Then the US/Israel war with Iran began, and the merits of energy-intensive physical assets were hastily reconsidered. But of course not all industrials are alike. Today we take a look at top-performing Diploma (DPLM) – crucially more of a distributor than a manufacturer – whose shares rose by a fifth after its latest trading update. We’ll also examine Essentra, which has had a far worse time of it for many years but is now starting to see improvements. Valeria Martinez is here to ask whether both companies can maintain their operational progress in the face of a variety of external threats. Our big read this week is all about the price investors pay for buying and selling shares. Most DIY investors will know whether or not they’re charged a trading fee when they buy or sell investments, but what actually happens behind the scenes when those trades are executed? Hugh Moorhead is here to explain more and ask whether the system could be improved. Lastly, we look at another sector that’s likely to feel a significant second-order impact from the war: real estate. And yet, as we’ll discuss, the mood at a recent industry conference was relatively upbeat. Hugh will touch on everything from housebuilders to the London office market and more. Timestamps 00:00 Intro 01:35 Diploma 06:02 Essentra 11:54 Mechanics of trading 22:39 Real estate Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

    32 min
  7. Meeting Town Centre’s executive chair: Lee and the IC

    17 MAR

    Meeting Town Centre’s executive chair: Lee and the IC

    Town Centre Securities (TOWN) is one of the UK market’s oldest names. Founded, managed and largely controlled by the Ziffs of Leeds since its listing in 1960, it is a typical John Lee stock: a cash-generative, dividend-paying, and storied family business with roots in the North. Another factor explains John’s recent decision to start building a stake in the group. At £1.15p, Town Centre’s share price trades well below half of the company’s net asset value. In this latest CEO interview, John and IC associate editor Alex Newman speak with Town Centre’s chief executive and chairman, Edward Ziff, about the business’s past and present, and the prospects for closing that enormous valuation gap. Let us know your thoughts, or if you have any questions or any suggestions for future guests, by emailing alex.newman@ft.com. Listen to more podcasts from Investors’ Chronicle by clicking here or heading to Apple, Spotify and YouTube. Timestamps: 00:00 - Introduction 00:30 - How developments in Iran are affecting Lord Lee's investing plans 03:25 - Dr. Edward Ziff explains Town Centre Securities business 07:13 - How Town Centre Securities real estate assets are spread 11:44 - Recent performance of Town Centre Securities 15:40 - Lord Lee's previous dealings with Town Centre Securities 19:07 - How important leverage and loan-to-value ratio is to the business 23:36 - Town Centre Securities' Debenture 28:49 - Moving out of REIT status 34:01 - Succession plans and family-run businesses 39:29 - Lord Lee discusses his portfolio Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

    46 min
  8. The Middle East, shipping & energy prices: The Companies & Markets Show

    13 MAR

    The Middle East, shipping & energy prices: The Companies & Markets Show

    In a busy week where events in Iran continue to dominate the news cycle, companies editor Mark Robinson stands in for Dan Jones to discuss the impact of the conflict on maritime activities, focusing on supply chain disruption, rerouting and cost implications, along with the challenge faced by global shipping lines such as Maersk & MSC. He is joined by Michael Fahy and Julian Hofmann. Mark is also joined by Valeria Martinez to focus on full-year figures from shipping broker Clarkson (CKN).  Read more on Investors' Chronicle around this week's podcast: Clarkson order book builds despite ship slowdown Shares keep falling on oil volatility Energy shocks force investors to rethink rate cuts Timestamps 00:00 How the Iran conflct has affected markets this week 03:41 A closer look at Clarkson results 10:57 Shipping companies & supply chain disruption 17:39 Energy prices 18:23 The danger from an equities perspective 19:43: What retail investors should do when a black swan event happens Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

    24 min
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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 has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Our award-winning expert writers research hundreds of companies and funds suitable for all risk appetites, to provide clear, independent recommendations for individual investors who want to make their money grow and outline how to make the most of different types of investment vehicles at all stages of your life. Whether you invest in funds or enjoy managing your own portfolio of individual shares, or a mix of both, we offer an unrivalled package of investment ideas, analysis and research, and lots more, to help you build a secure financial future. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

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  • Creador
    Investors' Chronicle
  • Años de actividad
    2014 - 2026
  • Episodios
    1.1 k
  • Clasificación
    Apto
  • Copyright
    © 7c8cb0a0-0e46-11f0-af5a-659c181aa6b8
  • Mostrar sitio web
    Investors' Chronicle

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