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. 3h ago

    Profiting from warnings, asset managers and Johnson & Johnson: Companies and Markets Show

    Third-quarter earnings season (Q3) is under way and it’s taking place amid some renewed wobbles for AI and chip stocks. With this in mind, this week’s show considers two companies that could be construed as defensive. First, we turn to emerging market-focused asset manager Ashmore – while not the most obvious port in a storm, its focus on debt rather than stocks means it offers resilience. Mark Robinson explains its recent trading update. We then look at healthcare giant Johnson & Johnson, perhaps less of a defensive staple than it once was following the spin-off of its consumer division, but still a potential haven nonetheless. Julian Hofmann has the details and explores why, after a good year so far, its Q3 figures were not well received. Julian also dives into this week’s Big Read: How to profit from profit warnings. He talks through recent trends, market reactions and what it all means for the wider economy. Timestamps: 00:00 Intro 01:02 Ashmore 10:16 Profiting from profit warnings 23:14 Johnson & Johnson 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.

    Profiting from warnings, asset managers and Johnson & Johnson: Companies and Markets Show

  2. Oct 9

    The best Aim stocks and safe investment trusts: Companies and Markets show

    This week’s episode marks the publication of the first half of our annual Aim 100 special report – our review of the biggest companies trading on London’s junior market. While Aim has had its share of issues in recent years, there are still plenty of stocks worth investors’ attention. The episode kicks off with one business that has had some problems of its own, including US budget cuts: equipment maker Judges Scientific. Julian Hofmann weighs up whether it can make a comeback. We also dig into rare earths business Mkango Magnetic Materials, which combines exploration and recycling projects and has several global ventures to keep tabs on. Mark Robinson explains what’s going on with the company. For those who are more risk-averse or looking to add a bit of balance to their holdings, we examine the state of play for wealth-preservation trusts: the trio of funds that often act as countercyclical portfolio picks. Holly McKechnie has the details on Ruffer, Personal Assets and Capital Gearing. Timestamps: 00:00 Intro 01:11 Judges Scientific 10:59 'Safe' funds 20:06 Mkango Magnetic Materials 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.

    The best Aim stocks and safe investment trusts: Companies and Markets show

  3. Oct 2

    Future-proofing portfolios, a new Help to Buy and takeovers: Companies and Markets show

    This week’s episode begins by looking into Labour’s new ‘Your First Home’ scheme, a replacement for the controversial Help to Buy programme. Announced by Prime Minister Andy Burnham, it is designed to give more people a chance of buying their first property. But what does it actually entail? And will it succeed, or will it just prop up the housing market and housebuilders like its predecessor? Hugh Moorhead discusses the potential beneficiaries. We then cast our ears to another bid for a UK-listed company: materials specialist RHI Magnesita’s attempt to acquire rival Vesuvius. Mike Fahy outlines what the takeover will look like and whether it’s likely to succeed. We wrap up with our Big Read of the week on what history teaches us about investing. James Norrington explains why we need to look further than the recent past. From the 17th century to the pandemic, James discusses rising debt levels, trade wars and much more. Timestamps 00:00 Intro 01:05 'Your First Home' scheme 11:35 Bid for Vesuvius 22:07 Future-proofing portfolios 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.

    Future-proofing portfolios, a new Help to Buy and takeovers: Companies and Markets show

  4. Sep 29

    Meeting Pebble Beach's CEO: Lee & The IC

    Lord John Lee and Alex Newman are back on the mics to get into the nitty-gritty of small-cap stocks, looking at software provider Pebble Beach Systems (PEB). With a market capitalisation of £38mn, the company is a bright spot in Lord Lee’s portfolio and specialises in ‘playout’ automation and solutions for broadcasters and streamers. The duo are in the studio with the Aim stock’s chief executive Peter Mayhead to discuss how Pebble benefits services both traditional broadcasters and increasingly streamers. They also explore the group’s competitive advantage, its balance sheet turnaround and a potential dividend. Elsewhere, the podcast looks at tumultuous market conditions, what this means for Lord Lee’s portfolio and how he plans to ride out the volatility. Time stamps 01:01 The markets 04:47 Inside Pebble Beach 20:22 Pebble’s turnaround 36:41 What’s behind the growth 42:42 Lord Lee’s portfolio updates 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 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.

    Meeting Pebble Beach's CEO: Lee & The IC

  5. Sep 25

    British AI winners, prize draws and perfect pensions: Companies and Markets Show

    This week’s episode kicks off with the latest batch of London-listed AI players. Up first are the IT resellers who are reaping the rewards of the boom; we discuss Computacenter and Softcat, the latter of which tapped investors for several hundred million pounds last week. On the other side of the ledger, there has been a fresh sell-off for the likes of Rightmove after Meta released its AI agent, Muse. But the question is: have these ups and downs gone too far? Our technology reporter Arthur Sants discusses the prospects for resellers, Meta, and online marketplaces. We then cast our ears to the burgeoning business of prize draws, be it high-profile ‘win your dream home’ competitions or all manner of niche prizes. Is this a new UK national obsession? Which companies are trying to muscle in on the sector? And what does all this say about our saving habits? Erin Withey has the answers. The show wraps up with a look at our pensions special report: all you need to know about using a personal pension, how to invest it and how to plan the perfect retirement, in one helpful guide. Helen Kirrane explains when to use a pension versus an Isa and outlines some quirks to watch out for. Timestamps: 00:00 Intro 1:09 AI winners 18:47 British prize draw boom 31:30 Planning your pension: Our special report 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.

    British AI winners, prize draws and perfect pensions: Companies and Markets Show

  6. Sep 22

    'Pessimists sound smart, but optimists make money'— Richard Clode on AI, risk and finding growth

    The Bankers Investment Trust is a global stock market fund with around £1.5bn in assets. It’s an exciting time for the trust as it says goodbye to longstanding manager Alex Crooke. Richard Clode, who joined as co-manager last year, is taking over. Funds editor Val Cipriani sits down with Clode to discuss what the switch-up means for the portfolio and what being a quality investor means to him. The duo also explores how Clode balances stockpicking with geopolitics, his attitude to risk management, and where he is finding new opportunities. You can listen to the interview, alongside all of our other podcasts, on 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.

  7. Sep 18

    McBride, Supermarket Income Reit and AI threats

    This week’s episode looks at two companies making a series of deals and partnerships in a bid to buck the troubling trends in their respective sectors.  We begin with consumer staples company McBride, whose shares have been buoyant in recent weeks as the cleaning products manufacturer, known for brands such as Oven Pride, expands its horizons. Mark Robinson is in the studio to discuss the details. Hugh Moorhead then joins the conversation to look at the dealmaking plans at Supermarket Income Reit, seen by investors as a rare bright spot in the property sector at the moment.  The show wraps up with an existential question that has been hitting headlines over the past week: Is AI going to destroy the world? Mark is back to give his view on whether the hype and hysteria have got out of hand. Timestamps 00:00 Intro 00:52 McBride 12:24 Supermarket Income Reit 20:26 Has the AI hysteria got out of hand? 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.

    McBride, Supermarket Income Reit and AI threats

  8. Sep 15

    Back to basics: How to build a portfolio

    Figuring out which funds to buy is overwhelming for even the most experienced investors – but as a beginner, it’s important to understand your options so you can make the right decisions. Funds editor Val Cipriani is in the studio with personal finance editor Holly McKechnie to break down the process.  First, the duo explains what a fund is, the three main types, and why they are a good option to kick-start your investment journey. Val then dives into the difference between stocks and bonds, while also helping you to understand risk tolerance and how to figure out what kind of investor you are or want to be. Before rounding off, Val gets into the nitty-gritty of portfolio-building best practices. From keeping it manageable to controlling your costs, Val and Holly have you covered.  If you want to get started, you can check out our Top 50 funds here. Timestamps00:00 Intro 00:45 Why a fund is a good option for beginner investors 04:32 The different types of funds 13:30 How to build a portfolio and decide your asset allocation 17:36 Understanding active funds Listen to episodes of Women & Wealth by clicking here or on ACast, Apple, Spotify or YouTube. If you have any questions you’d like the duo to answer, email val.cipriani@ft.com or holly.mckechnie@ft.com 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.

    Back to basics: How to build a portfolio
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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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