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

    1D AGO

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

    5D AGO

    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
  3. Student Loans: What every graduate needs to know

    MAR 24

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

    MAR 20

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

    MAR 17

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

    MAR 13

    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
  7. War in Iran, healthcare resurgence & Isa changes: The Companies and Markets Show

    MAR 6

    War in Iran, healthcare resurgence & Isa changes: The Companies and Markets Show

    It’s another day chock-full of company results, albeit market attention is understandably still focused elsewhere given the events in the Middle East over the past week.  So today, we too will be discussing the implications of the US/Israel war with Iran. Mike Fahy is here to talk about energy, defence, and the implications for the UK and European economies.  After that, we turn to our big read of the week. The healthcare sector has typically been seen as a port in a storm during troubled times, and after a tough few years there had been signs of a revival even prior to the latest nerves. Julian Hofmann will dive into the detail and ask whether this momentum can continue. Finally, next week marks the publication of our annual Isa special. With big reforms on the way for these popular savings accounts, personal finance editor Holly McKechnie joins us to discuss what’s happening, as well as outlining some practical steps listeners can take to meet their savings goals. Timestamps: 00:00: Intro 01:06: War in Iran 13:32: Healthcare resurgence 26:05: Isa changes Find out more: ‘Operation Epic Fury’ creates more noise for defence shares Read all the latest stocks & shares news and analysis here How to invest in the healthcare revival 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.

    40 min
  8. ‘Buy and hold doesn’t work any more’: Sean Peche of Ranmore

    MAR 3

    ‘Buy and hold doesn’t work any more’: Sean Peche of Ranmore

    Ranmore Global Equity (IE00B61ZVB30) is a value fund that has grown very quickly over the past 18 months. In June 2024, it had a $300mn portfolio, but by January 2026 this had hit $1.5bn. The fund’s manager, Sean Peche, talks to Val Cipriani about how he finds underappreciated and undervalued stocks, why he doesn’t meet company CEOs, and why buying and holding ‘forever’, a strategy favoured by star managers Terry Smith and Nick Train, no longer works in today’s rapidly changing world. Timestamps 00:00: Intro 03:17: Three ways to get returns in markets and from companies 07:05: Value investing 08:31: Why I don’t meet CEOs 10:57: ‘Buy and hold forever’ doesn’t work in a rapidy changing world 15:22: A ‘fresh sheet approach’ and Qualcomm 17:40: The Magnificent Seven 19:21: Investors are starting to turn away from the US 23:09: Alternatives to the US 24:35: Terry Smith and passives 26:15: Greggs 29:01: Diageo 31:31: EasyJet 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.

    41 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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  • Creator
    Investors' Chronicle
  • Years Active
    2014 - 2026
  • Episodes
    1.1K
  • Rating
    Clean
  • Copyright
    © 7c8cb0a0-0e46-11f0-af5a-659c181aa6b8
  • Show Website
    Investors' Chronicle

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