Investors' Chronicle

Alex Newman is joined by Lord John Lee in the Financial Times studio, marking the first episode of a new series from the Investors’ Chronicle – Lee and the IC.With decades of experience as a ‘do-it-yourself’ investor, Lord Lee offers invaluable wisdom to investors of all experience levels.In this episode, the pair discuss the moment Lord Lee knew M&G (MNG) would be a worthwhile holding, the resilience of the City and a handful of his current favourite shares.This episode was recorded on 23 September. Hosted on Acast. See acast.com/privacy for more information.

Simon Barnard, Investment Manager at Smithson Investment Trust, discusses the fund's strategies for acquiring successful companies and highlights lesser-known companies using selfies and AI. He also shares warning signals for selling holdings. The podcast explores topics such as evaluating acquisitions, the sale of Domino's Pizza Group, Montclair's growth in China, when to sell a company, and the differences between Smithson and other funds.

The episode begins with Jemma Slingo, who runs through the recent results from listed management consultant Elixirr. What can the interim figures tell us about future growth?It’s then on to Arthur Sants, who discusses Vodafone, a company that features in our most recent cover story on Income Majors. What could the merger with Three bring to the company? And what can we expect the new chief executive to do?Last up, Mark Robinson shares his thoughts on ‘buy and build’ specialist Judges Scientific. Can its bread-and-butter strategy still thrive in tough economic conditions? Hosted on Acast. See acast.com/privacy for more information.

Our company experts Michael Fahy and Julian Hofmann begin by sharing their thoughts on recent results from Melrose and Dowlais. What effect has the RTX engine recall had on Melrose? And should Dowlais be concerned about the possibility of strikes in the US?Next up is our latest cover feature on the cost of capital, by James Norrington. He gives an overview of the feature and discusses the two schools of thought central to the piece; crowding out and crowding in. Last on the agenda is the topic of high-yielding funds. Leonora Walters highlights the problems that arise when investors rely solely on yields, but what are some of the other checks that can be done to secure a resilient payer? Hosted on Acast. See acast.com/privacy for more information.

This week’s episode begins with a discussion of housebuilder Barratt Developments’ results. What makes Barratt different from other housebuilders? And what can it tell us about the housing market as a whole? Next on the roster is a dive into UK economics. The ONS has released the latest GDP figures, but what can they tell us about the country’s position amongst other G7 nations? And what upcoming data can we expect in the weeks ahead?Last up is genome sequencing company Oxford Nanopore. The team discusses the headwinds facing the company and considers the drivers to profitability it will need to harness in the coming years.Dan Jones is joined by Mitchell Labiak, Alex Newman, Hermione Taylor and Jennifer Johnson Hosted on Acast. See acast.com/privacy for more information.

In this episode of IC Interviews, Dave Baxter hosts Craig Baker. As the global chief investment officer of Willis Towers Watson, the firm that chairs the investment committee of Alliance Trust, Craig is closely involved in the company’s investment philosophy and process.The pair discuss the importance of spotting style drift in funds, the development of the trust in recent years, the benefit of the multi-manager approach and more.  Hosted on Acast. See acast.com/privacy for more information.

This week’s episode begins with a discussion on insurance company Prudential’s results. Is its new growth plan too ambitious? And what are the headwinds it faces given the current issues in China?Next up, it’s on to Germany, a country going through its second period of stagnation in two decades. Is Germany now the sick man of Europe (again)? And if so, is it simply at the mercy of growing economies?Lastly, we preview next week’s cover story, our annual Top 50 Funds list. We touch on the structure of the list, the performance of active managers, the biggest changes to the list over the past year and more. Hosted on Acast. See acast.com/privacy for more information.

This week’s episode covers a lot of ground, from smartphone chip designer Arm, to China’s current economic state, to resurgent retailer M&S.We begin with Arthur Sants on chip maker Arm's mooted $60bn valuation. Is this realistic, given where its rivals are trading? Next up is Ali Al Enazi on his latest piece about China’s fall into deflation. What does this mean for UK companies and investors? Julian Hofmann also shares his thoughts, highlighting a problem facing China’s banking industry.This leads us to mining company BHP. Alex Hamer discusses what full-year results can tell us about the company and asks what could lie ahead given its dependence on the Chinese market.Last but not least, it’s Jemma Slingo on the FTSE 100 hopeful, M&S. What is the 139-year-old company’s new strategy? And how resilient is UK retail? Hosted on Acast. See acast.com/privacy for more information.

Fund manager Katie Potts discusses valuing technology stocks, the impact of AI in the US tech sector, challenges faced by UK tech companies, changing market conditions, and investment opportunities in the tech sector.

This episode of The Companies and Markets Show begins with a dive into this week’s results from big players in the insurance industry, Aviva and Legal & General. Our deputy companies editor, Julian Hofmann, explains the market reaction to the businesses’ figures and highlights areas where they may be limited. Alex Newman joins to discuss what stands out for him and offers his take on the state of the insurers. Next up is a story that has sparked interest far and wide – weight-loss drugs. Jennifer Johnson explores what’s driven the surge in sales in recent months and highlights certain companies and sectors that may be affected by the growing popularity of appetite-suppressing drugs. Last on the agenda is our latest cover feature on survivor shares. Julian Hofmann discusses the companies that have withstood the test of time, and highlights the ingredients for long-term success. Hosted on Acast. See acast.com/privacy for more information.