902 episodes

Concerned with QE's effects on equity valuations? Looking for ideas for your Isa? Or just plain confused by the stock market? Each week, the Investors Chronicle picks apart the latest news for companies, markets and funds in our regular magazine podcasts. Subscribe for these, along with CEO interviews, company-specific shows and special in-depth discussions on big market themes.
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Investors' Chronicle Investors Chronicle

    • News
    • 4.2 • 6 Ratings

Concerned with QE's effects on equity valuations? Looking for ideas for your Isa? Or just plain confused by the stock market? Each week, the Investors Chronicle picks apart the latest news for companies, markets and funds in our regular magazine podcasts. Subscribe for these, along with CEO interviews, company-specific shows and special in-depth discussions on big market themes.
Hosted on Acast. See acast.com/privacy for more information.

    Sustainable Views: Should you offset your carbon emissions?

    Sustainable Views: Should you offset your carbon emissions?

    They are meant to help us transition to a greener economy but carbon offsets, and the markets where they are traded, are fraught with controversy.
    The quality of carbon credits is under scrutiny, as is their use by companies, which may purchase them in lieu of real action towards net zero. Consultancy McKinsey estimates that this space will be worth as much as $50bn by 2030.
    Used judiciously, carbon offsetting can channel funds towards activities that help prevent or remove CO2 emissions from the atmosphere. Used cynically, the practice risks becoming a sophisticated form of greenwashing. 
    Which way is this market heading? 
    We have some answers. Listen to Silvia Pavoni, your host, as she talks to Marie Kemplay, one of her colleagues who has recently written about the controversy surrounding carbon markets. You’ll also hear from Gilles Dufrasne at Carbon Market Watch, an expert in this field with some strong views.
    -
    Links:
    Marie’s article on the voluntary carbon markets: https://www.sustainableviews.com/building-up-the-voluntary-carbon-markets/
    Another interesting article on carbon offsets: https://www.sustainableviews.com/environmental-law-ngo-calls-for-ban-on-carbon-offsets-marketing/
    And, for the geekiest among you, here is a report on how to evaluate carbon market products in financial accounting: https://www.sustainableviews.com/iasb-should-look-at-carbon-markets-says-study/
    For more of our Sustainable Views content, register here for a free trial: https://www.sustainableviews.com/sv/request-free-trial

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    • 15 min
    The Companies and Markets show: Pubs, QT, and the big tech jobs cull

    The Companies and Markets show: Pubs, QT, and the big tech jobs cull

    On this week's episode of the Companies and Markets show, pubs is first up on the agenda following mixed trading updates from Fuller, Smith & Turner, Marstons and JD Wetherspoons.
    Then it's onto our big read this week, with Hermione Taylor talking us through quantitative tightening (QT) effects and what it means for investors. You can read her write up here: The return to normality.
    Finally, Arthur Sants, the IC's tech expert, joins the pod for a discussion of the jobs cull big tech companies have embarked upon - what should investors take away from this? Arthur also walks us through the latest news in the artificial intelligence (AI) industry, following Microsoft's $10bn investment into OpenAI.
    Dan Jones hosts Mark Robinson, Julian Hofmann, Alex Newman, Hermione Taylor and Arthur Sants.


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    • 38 min
    The Companies and Markets show: Recession-proof housebuilders, an underrated defence stock and spotting income shares

    The Companies and Markets show: Recession-proof housebuilders, an underrated defence stock and spotting income shares

    On this week's episode, Michael Fahy is drafted in to discuss two areas of interest. First up is big builders - infrastructure projects should keep companies such as Barratt, Balfour Beatty and Costain busy even in a recession. Second for Michael is a discussion of Qinetiq, a defence stock that looks relatively good value.
    James Norrington is also welcomed to the pod to talk through his long-read this week: Finding dividend stars.
    Dan Jones hosts James Norrington and Michael Fahy.


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    • 30 min
    The Companies and Markets show: Direct Line, platform proactivity, China

    The Companies and Markets show: Direct Line, platform proactivity, China

    On this episode of the Companies and Markets show, Direct Line is under the spotlight after a stormy December (both literally and figuratively).
    Then it's on to platform proactivity; is Fidelity right to have stopped investors from buying Jupiter UK Mid Cap on its platform? And will we see more of this as the FCA's new 'consumer duty' comes into force this summer?
    Finally it's a discussion of the Chinese market, with companies such as Dell and HP potentially looking to move production away. How much is this about supply chains, how much is this about US pressure? 
    All this and more!
    Dan Jones hosts Julian Hofmann, Mark Robinson, Val Cipriani and Alex Newman.

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    • 29 min
    The Companies and Markets show: Ideas of the year 2023 & the outlook for retail

    The Companies and Markets show: Ideas of the year 2023 & the outlook for retail

    On the first episode of 2023, Dan Jones and co return to first discuss the surprisingly positive outlook for UK retail, with a focus on the likes of Next and Greggs.
    Then Alex Newman is on hand to break down the methodology behind our big feature this week: Ideas of the Year 2023.
    And finally, Julian Hofmann discusses quantitative tightening in Europe and the UK, and asks what are the implications for banks?
    Dan Jones hosts Alex Newman, Julian Hofmann, Mark Robinson and Jemma Slingo.

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    • 28 min
    The Companies and Markets show: Currys, AI, and 2022 in review

    The Companies and Markets show: Currys, AI, and 2022 in review

    On this, the final episode of the Companies and Markets show for 2022, we begin with a special AI edition of the show - can a chatbot write a more compelling podcast script than our IC staff?
    The main bulk of the pod begins with Christopher Akers on the show for our final result of the week: Currys. Then Alex Newman returns to preview his review of 2022's ideas as suggested by our IC writers - did we beat the market?
    Finally, Jennifer Johnson joins the pod to discuss the investment opportunities afforded by illness, as a cold and flu bug grips the nation this Christmas.
    Dan Jones host Alex Newman, Christopher Akers, and Jennifer Johnson.

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    • 27 min

Customer Reviews

4.2 out of 5
6 Ratings

6 Ratings

Racecardog ,

Quite good, very informative! Have an issue, though

This podcast is definitely one of my best, especially because of the conversations that they have with regard to investing and economic factors affecting the decisions of investors. Being a novice myself, I’ve learnt quite a bit.

I think a lot more can be done with the balancing of the volume of each of the speakers. I find it quite frustrating when, in some episodes, I can hear the host’s questions very clearly but the guests’ responses are very low, or just generally in audible, and vice versa. As a result, I find myself zoning out and losing track of what the conversation was to begin with!
Not to step on any toes, but I’m just requesting for a more consistent volume level for ease of listening.

Mariann!! ,

Love it!

It’s definitely worth your time if you are trying to stay informed.

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