
Investors' Chronicle
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 is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
Latest episodes

Jun 11, 2025 • 27min
Why more women don’t invest and why they probably should
Explore the staggering £678 billion gender investment gap in the UK and discover why women are less likely to invest than men. Dive into the benefits of investing versus keeping cash, highlighting how longer investment periods can reduce risk. Gain practical tips for beginner investors, emphasizing the importance of regular contributions and reliable resources. Empower yourself with insights into effective financial management and decision-making to take control of your financial future. Get ready to bridge the gap and embrace investment with confidence!

Jun 9, 2025 • 1min
Women...Why aren't we investing?
Discover the pressing investment gap between men and women and learn how to bridge it. The hosts tackle essential topics like negotiating for fair pay and the challenges single women face in finances. Dive into strategies for secure retirement and explore how motherhood impacts financial decisions. With expert insights from industry professionals, this podcast empowers women on their financial journeys and encourages them to take charge of their wealth with confidence.

Jun 6, 2025 • 28min
Chemring, Latin American funds & Paragon Banking: The Companies and Markets Show
Christopher Akers, a defense industry analyst, breaks down Chemring's impressive half-year performance, highlighting a record order book linked to the UK's strategic defense review. Meanwhile, Mark Robinson, the companies editor, analyses Paragon Banking's stellar financial results and unique market position. The discussion also veers into Latin America, where stock markets are rebounding, with a focus on funds capitalizing on this upward trend despite political uncertainties. It's a captivating look at current market dynamics across various sectors.

27 snips
May 30, 2025 • 34min
25 years of volatility, Pets at Home & BT: The Companies and Markets Show
Mark Robinson and Julian Hofmann, both financial experts at Investors' Chronicle, dive into the fascinating world of market movements. They discuss Pets at Home, revealing how its veterinary services are outshining retail amid changing consumer behaviors. Julian reflects on 25 years of market volatility, highlighting crucial lessons for investors. Finally, they analyze BT's strategic shifts, including a rise in cash flow despite revenue declines, and what this means for future growth. It's a captivating exploration of resilience in a shifting economic landscape.

20 snips
May 23, 2025 • 39min
Global trackers, Diploma & cobalt: Companies and Markets Show
Alex Newman, author of a critical Big Read on global tracker funds, explores the contradictions within these popular investment products, offering strategies for investors to navigate their complexities. Meanwhile, Alex Hamer dives into the cobalt market, discussing China's pivotal role and signaling a potential end to the cobalt bull run as electric vehicle technology shifts. The conversational blend of financial insights on Diploma's strong performance and global equity market dynamics adds layers to this enlightening discussion.

May 16, 2025 • 32min
Investing to travel, Experian & Imperial: The Companies and Markets Show
We start with Experian’s (EXPN) latest results. Host Dan Jones and Julian Hofmann unpack what went right for the business, how it could fare in the event of a US slowdown, and whether investors should get involved. Next up is Imperial Brands (IMB). Chris Akers shares what led to the big share price reaction, how it compares with other competitors in the tobacco industry and what the main attraction is for investors.Last up, Val Cipriani discusses her personal finance feature on investing to travel the world. Listen to find out everything you need to know, from what to do with your home to what kind of portfolio you should build.Timestamps1:28 Experian13:16 Imperial Brands22:33 Investing to travel the world Hosted on Acast. See acast.com/privacy for more information.

May 13, 2025 • 39min
Tariffs, trade deals & investing life lessons: Lee and the IC
Recent tariff announcements stirred the market, prompting discussions on the impact of Trump’s policies. Lord Lee shares his portfolio adjustments and highlights PZ Cussons as an undervalued stock. The podcast offers insights into navigating volatility in the UK stock market and investing in commercial real estate. Strategies around M&G dividends and the potential of small-cap stocks are covered. The longevity of Lord Lee's investment journey reveals invaluable life lessons for modern investors. Expect engaging perspectives on resilience and recovery in challenging times.

May 9, 2025 • 44min
Tech stocks, the future of aviation & Mobico: The Companies and Markets Show
We begin with Arthur Sants and Dan Jones discussing the Apple antitrust issue, the iPhone manufacturer's role in Alphabet’s share price fall and Google’s place in the search engine world.Michael Fahy, author of this week’s Big Read on the future of aviation, up next. He explains some of the developments in the industry, the top players, and what companies may be under threat by the arrival of more modern aviation and fuel sources. Valeria Martinez then covers Mobico’s school bus fleet sale. The deal has been in the making for a while and aimed to reduce the company’s debt, but the agreement has since led to a significant share price drop. Valeria lays out its current debt situation, why investors are concerned and more. Timestamps 1:17 Apple & Alphabet20:50 The future of aviation34:38 Mobico Hosted on Acast. See acast.com/privacy for more information.

May 6, 2025 • 26min
‘Commodities are the best protection against inflation’: Jasmine Yeo of Ruffer
Dave Baxter returns with another IC Interviews, and he sits down with one of the rising stars of fund management, Jasmine Yeo of Ruffer Investment Company, the FTSE 250 trust that aims to deliver positive returns for investors throughout all market situations. Listen to find out how the portfolio is behaving in the wake of Donald Trump’s swathe of tariffs, which diversifiers the Forbes 30 Under 30 fund manager is backing, the macro threats the team are positioning for, and more. Timestamps 1:09 How the portfolio has held up 5:10 When it would be sensible to add risk7:09 US exceptionalism 11:53 Bonds 15:45 Reliable protectors17:12 Gold 20:18 Other diversifiers 21:40 Main macro threats and opportunities 24:30 Growth and equity exposurer Hosted on Acast. See acast.com/privacy for more information.

May 2, 2025 • 36min
Riding gold’s rise, ABF & Keystone Law: The Companies and Markets Show
Recent results from Associated British Foods (ABF) highlighted that both its food and retail arms are facing some bumps in the road – think falling sugar prices and tariffs. Mike Fahy, Julian Hofmann and Alex Newman weigh in on everything going on and what investors need to know.Gold next. Its price reached an all-time high this month, and Alex Hamer looks at the drivers behind this boom, where it could fit in a portfolio today, and sheds some light on investment options. Lastly, Jemma Slingo unpacks results from Keystone Law (KEYS). Jemma and Dan discuss why investors were pleased and how changes to its offices aid its balance sheet. Timestamps 1:24 ABF15:46 Gold 29:49 Keystone Law Hosted on Acast. See acast.com/privacy for more information.