Investors' Chronicle

The show starts unpacking the latest results from equipment hire company Ashtead (AHT). Mark Robinson analyses the outlook for US construction spending, the company’s sensitivity to tariffs and its valuation. It’s then on to Ashtead’s smaller rival Speedy Hire (SDY), which is closing some of its depots due to rising staff costs. Listen to find out everything investors need to know. Next up is one of the IC's Ideas of the Year, which are putting in a strong performance again in 2025. Pensions consultancy XPS Pensions (XPS) reported full-year figures earlier this week – Julian Hofmann asks if its booming business can continue.Lastly, our Big Read on the medical technology sector. Mark Robinson covers the issues facing the industry, the options for investors and a potential tariff winner.Timestamps 1:50 Ashtead9:20 Speedy Hire18:29 XPS Pensions27:36 MedtechRead more on these topics:Ashtead stymied by falling used equipment salesSpeedy Hire attempts to boost efficiencies as HMRC loads costsThe cutting-edge medtech stocks worth owningListen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube Hosted on Acast. See acast.com/privacy for more information.

Dive into the intersection of love and finances as experts discuss how women can safeguard their financial future in relationships. From navigating shared expenses to tackling the complexities of cohabitation and marriage, open communication is key. Discover the ins and outs of using a lifetime ISA for home buying and the financial implications of ownership between partners. Plus, learn how wedding costs stack up against potential tax benefits, ensuring that love and money can coexist harmoniously.

Valeria Martinez, a financial analyst, dives into FirstGroup's impressive results and how rail renationalisation is reshaping the industry. She discusses increased bus fares and the competitive landscape. Next, Julian Hofmann talks about Oxford Instruments' £60 million sale of its quantum business, shifting focus amid tariff challenges. Lastly, Alex Newman sheds light on Blue Whale Growth's unconventional investment in Philip Morris, highlighting its transition to non-cigarette products and the rising complexity of ESG categorization.

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!

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.

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.

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.

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.

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.

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.