Investors' Chronicle

Investors' Chronicle
  • 3.7 (7)
  • Investing
  • Updated Weekly

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. Meeting with Fevara’s CEO: Lee and the IC

    2d ago

    Meeting with Fevara’s CEO: Lee and the IC

    Fevara (FVA:127p) may be new in name, but its roots and expertise stretch back more than a century through the former Carr’s Group. In the wake of this major transformation, the livestock supplements company’s focus is now on improving farming productivity through its advanced animal feed technology and supplements, and overseas expansion. Alongside chief executive Joshua Hoopes, Alex Newman and Lord Lee delve into the company’s strategy both at home and in South America. They cover Fevara’s lofty ambitions in Brazil – its acquisitions so far, the competitive advantages of the country, and the company’s targets for long-term growth.  They also discuss why Hoopes believes Fevara can continue growing despite structural changes across the agricultural sector, and issues concerning sustainability and the climate crisis. The trio also explore shareholder returns, dividend policy and the outlook for global cattle markets. Let us know your thoughts, or if you have any questions or any suggestions for future guests, by emailing alex.newman@ft.com Timestamps00:00 Intro 02:48 Fevara’s transformation 07:00 Fevara’s feed supplements 17:18 Why Brazil is Fevara’s biggest growth opportunity 27:39 Sustainability, emissions and the future of cattle farming 38:04 Lord Lee’s latest portfolio moves Listen to more podcasts from Investors’ Chronicle by clicking here or heading to 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.

    44 min
  2. Investing in photonics, GSK and new opportunities in venture capital: Companies and Markets Show

    6d ago

    Investing in photonics, GSK and new opportunities in venture capital: Companies and Markets Show

    This week’s show dives straight into safety and equipment maker Halma (HLMA), which reported its full-year results on Thursday morning. It may be time to re-evaluate the company’s description as one of the FTSE 100’s least newsworthy businesses – it has been reaping the rewards of the AI boom. But with increased interest comes heightened expectations, and perhaps this is why its shares tumbled by 15 per cent on the day of the results. Mark Robinson digs into the details on whether this ‘quality stock’ is more volatile than it once was. We then turn to big pharma giant GSK (GSK). The drugmaker made its largest deal in over a decade earlier this week with the acquisition of US cancer biotech Nuvalent. Julian Hofmann takes a look at the $11bn deal and what it means for the future of the pharmaceutical company. Finally we discuss venture capital trust Molten Ventures (GROW), whose investments in the likes of fintech Revolut and microsatellite operator ICEYE have helped boost its returns. Mark is back to explore its portfolio and looks at whether the trust is morphing into something different. Timestamps00:00 Introduction 01:22 Halma 14:47 GSK 23:06 Molten Ventures 32:25 Outro Listen to more podcasts from Investors’ Chronicle 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.

    33 min

  3. Jun 5

    Investing in British Water, Nick Train & CMC: Companies and Markets Show

    This week’s show dives straight into trading platform CMC Markets, after its promise of an imminent inflection point sent its shares soaring to the top of the FTSE All-Share leaderboard on Thursday. Julian Hofmann discusses the business’s full-year figures, its big future plans and whether it’s becoming a more reliable investment. We then turn to this week’s Big Read on how to tap into Britain’s mammoth water plan; the £100bn strategy to shore up and hopefully improve the dismal state of the country’s infrastructure. Will it succeed? And will it lead to new business for contractors and those working on new technologies? Hugh Moorhead has the answers. Finally, we take a look at beleaguered fund manager Nick Train’s latest attempts to encourage investors to stick by him during a period of significant underperformance. Holly McKechnie tells us what changes are being made to Finsbury Growth & Income Trust (FGT). Read more here: How investors can tap into Britain’s waterworks plan Will Nick Train’s Finsbury Growth turnaround plan work? CMC Markets’ shares jump on upgraded outlook Timestamps00:00 Intro 01:08 CMC 13:33 Britain’s waterworks 29:15 Nick Train’s new strategy Listen to more podcasts from Investors’ Chronicle 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.

    36 min
  4. ‘Bottlenecks are the best way to benefit from AI’: Ali Unwin of Polar Capital Technology

    Jun 2

    ‘Bottlenecks are the best way to benefit from AI’: Ali Unwin of Polar Capital Technology

    Polar Capital Technology Trust (PCT) is one of the most popular and best-performing tech-focused funds available to DIY investors, having built up its record and fan base long before the likes of AI and ‘Magnificent Seven’ became everyday terms. And deputy manager Ali Unwin has been part of that story since 2021, helping investors access the best and brightest, and yet-to-be-discovered names in the tech world. Val Cipriani sits down with Ali to discuss the fund’s approach in the changing AI space, how to go find the right companies when traditional ways to value stocks are stretched, a world beyond the likes of Nvidia, and plenty more. 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.

    47 min
  5. SpaceX, Pets at Home & defence stocks: Companies and Markets Show

    May 29

    SpaceX, Pets at Home & defence stocks: Companies and Markets Show

    This week’s show dives straight into Elon Musk’s SpaceX as it gears up for the biggest IPO in market history. We consider what newly released financial details reveal about the company, and whether a mooted $1.75tn valuation is a sign of market madness. Alex Hamer has the details Coming back down to earth, we take a look at Pets at Home. The FTSE 250 retailer has struggled with a mixed outlook and regulatory scrutiny for several years now. But with a former Waitrose boss now in charge, and underlying markets starting to improve, things could be looking up. Valeria Martinez tell us what’s going on Lastly, with the publication of the UK’s 10-year defence spending plan imminent, Michael Fahy examines recent numbers from UK manufacturers Qinetiq and Cohort, and delves into what the future holds for the companies and the wider sector. Read more: SpaceX’s blast-off could burn investors Pets at Home profits hit by retail price cuts Timestamps00:00 Intro 01:03 SpaceX 19:14 Pets at Home 28:00 Defence Listen to more podcasts from Investors’ Chronicle 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.

    37 min
  6. Women and investing: How to start a business

    May 26

    Women and investing: How to start a business

    Leaving the stability of a full-time job to become self-employed is a truly daunting decision. Gone is the safety net of a monthly pay cheque, and if you want to start your own company, the pressure can feel monumental. In this episode of Women and Wealth, funds editor Val Cipriani sits down with Felicia Hjertman, head of investments at Monument Bank and former founder of an investment platform, to dive into entrepreneurship and investing. Felicia walks through everything from starting a business, the challenges of raising money as a woman, and the emotional and financial realities of managing, and then eventually closing, a company. The pair also discuss why many women can feel excluded from the world of investing, and offer solutions on how to navigate any apprehensions. If you have any questions you’d like Val to answer, email womenandwealth@ft.com Timestamps00:00 Introduction 00:57 Starting a business 16:24 Fundraising 27:00 The gender investment gap Women and Wealth is the monthly podcast series from Investors’ Chronicle. You can listen and watch the episodes, alongside our other podcasts, Acast, Apple, Spotify or 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.

    32 min
  7. Cranswick, the perfect pension & palm oil: Companies and Markets Show

    May 22

    Cranswick, the perfect pension & palm oil: Companies and Markets Show

    With food prices in the spotlight as Rachel Reeves pushes supermarkets to cap costs for consumers, this week’s show starts further up the supply chain with pork and poultry producer Cranswick. The company reported another strong set of results, and Mark Robinson talks through the details. Discussion then turns to this week’s Big Read on picking the perfect pension provider. In a week when the Pensions Commission outlined big gaps in the nation’s savings, it’s poignant to discuss what investors should consider when choosing a savings account. From charges to investment options, selecting the right home for your savings is vital. Helen Kirrane explains what to do. Finally, we cast our ears to palm oil producers in Indonesia, a country already feeling the impact of higher prices and where mooted export controls hit the industry this week. Julian Hofmann gives us the details on MP Evans and AEP Plantations. Timestamps00:00 Intro 01:07 Cranswick 13:07 How to pick a perfect pension pot 23:13 Palm oil plantations Listen to more podcasts from Investors’ Chronicle 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.

    33 min

  8. May 15

    Investing during volatility, property & Vodafone : Companies and Markets Show

    This week’s show kicks off with a look at FTSE 100 Reit Land Securities, which reported full-year figures. It is still shifting away from offices in favour of shopping centres and residential developments, but with gilt yields spiking again this week, will it remain a victim of circumstances beyond its control? Hugh Moorhead dives into the details. More updates on that here Discussion then turns to Vodafone – its annual results were met with a mixed reaction, but its turnaround plan has found favour over the past year and continues at pace. Alex Newman and Dan Jones discuss whether doubling down on the UK and Africa makes sense. More on Vodafone here To conclude, we delve into our Big Read , which, in the face of current geopolitical uncertainty, outlines five portfolios for five possible futures. Julian Hofmann explains why investors should consider scenario planning rather than predictions, and outlines what some of these different eventualities will mean for a range of investments. Read more here: Landsec struggles to convince on new strategy Vodafone moves forward with greater clarity Five ways to invest during turbulent times Time stamps00:00 Intro 01:08 Land Securities 09:41 Vodafone 21:29 How to shield your portfolio Listen to more podcasts from Investors’ Chronicle 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.

    33 min
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3.7
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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.

Information

  • Creator
    Investors' Chronicle
  • Years Active
    2014 - 2026
  • Episodes
    1.2K
  • Rating
    Clean
  • Copyright
    © 7c8cb0a0-0e46-11f0-af5a-659c181aa6b8
  • Show Website
    Investors' Chronicle

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