Investors' Chronicle

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. Hosted on Acast. See acast.com/privacy for more information.

From the environmental impact of certain materials to the huge waste problems caused by discarded clothing, the fashion industry is problematic. Even more so if social factors are taken into account – after construction, fashion is the world’s second biggest driver of modern slavery, according ot the Global Slavery Index. Women represent over three quarters of people involved in abuses.Yet sustainability claims are increasingly popular with fashion brands. In this episode, Silvia talks to author and campaigner Orsola de Castro, the co-founder of Fashion Revolution and one of the best-known voices calling for greater accountability in this space. Orsola argues that clothing labels should provide environmental and social impact information to consumers. She discusses upcycling, greenwashing and our favourite subject – regulation.-Links to Sustainable Views’ coverage of the fashion industry: https://www.sustainableviews.com/is-cmas-fashion-greenwashing-probe-start-of-a-wider-clampdown/https://www.sustainableviews.com/norway-declares-leading-sustainability-index-unusable-on-consumer-labels/https://www.sustainableviews.com/new-yorks-catch-all-fashion-act-aims-to-enforce-global-change/Here is Fashion Revolution’s ‘Good Clothes, Fair Pay’ campaign:https://www.fashionrevolution.org/good-clothes-fair-pay/#:~:text=Good%20Clothes%20Fair%20Pay%20is,workers%20are%20paid%20living%20wages.And here is the link to Orsola’s book, Loved Clothes Last:https://uk.bookshop.org/books/loved-clothes-last-how-the-joy-of-rewearing-and-repairing-your-clothes-can-be-a-revolutionary-act/9780241461150 Hosted on Acast. See acast.com/privacy for more information.

The war in Ukraine, inflation and slowing global growth have sparked uncertainty over the global economy. More than ever, investors will need to understand the drivers that will influence markets over the coming year. Listen to this podcast with John Mullins, PIMCO product strategist, to gain insight on the outlook for 2023 and how to approach specific asset classes.This content was paid for by <PIMCO> and produced in partnership with the Financial Times Commercial department. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the Companies and Markets show, Paragon and Moonpig are under the spotlight, the former for a surprisingly positive set of results and the latter for a less rosy Christmas outlook. Also on the docket, a look at this week's long magazine feature: Should you buy a property now? There are pro's and con's to weigh up on both sides of the argument...Dan Jones hosts Alex Newman and Julian Hofmann. Hosted on Acast. See acast.com/privacy for more information.

Dan Jones is back talking to our very own Simon Thompson, the IC's small cap expert. Simon chats through how his Bargain Shares portfolio has fared in a difficult year for markets, what investors should be mindful of in the current environment, the outlook for the year ahead, and much more! -Simon Thompson's latest book Successful Stock Picking Strategies and his previous book Stock Picking for Profit can be purchased online at www.ypdbooks.com at £16.95 each plus £3.95 postage and packaging. Details of the content can be viewed on www.ypdbooks.com.Promotion: Subject to stock availability, both books can be purchased for £25 plus £5.75 postage and packaging. Hosted on Acast. See acast.com/privacy for more information.

Though most of us would understand what the term ‘financial health’ means, there isn’t quite an official definition. That’s a problem if we want policymakers to pay attention to this area. Ensuring we have enough money at the end of the month should be a concern not just for individuals, but for employers and financial regulators too. This is what Queen Mȧxima of the Netherlands has been campaigning for in her role as UN secretary-general’s special advocate for inclusive finance, or UNSGSA.In this episode, you’ll hear the Queen’s views on financial health and why it matters to everyone, across all countries – not just developing ones. Then, Silvia speaks to Pia Roman Tayag, the director of the UNSGSA office about where the concept of financial health fits in their longer-standing work on financial inclusion.-Links:Here is the link to the FT’s Financial Literacy and Inclusion Campaign, FT FLIC: https://ftflic.comHere are the links to Silvia’s interviews with Queen Máxima, from 2021: https://www.youtube.com/watch?v=9MZWR6ep5IQ And 2020: https://www.youtube.com/watch?v=L56k2BlbBRUTo follow Queen Máxima’s financial inclusion work on social media, you can find UNSGSA on LinkedIn, Twitter and Instagram.  Hosted on Acast. See acast.com/privacy for more information.

The latest episode of the Companies and Markets show! First up this week, James Norrington asks whether a different risk modelling approach can improve upon the 60/40 portfolio (and you read his feature on the matter here). Next up is an interrogation of the slightly more positive markets - is the rally convincing?And finally, food and ingredient producers Treatt, Cranswick, and Devro are under the microscrope. Dan Jones is joined by Alex Newman, James Norrington, and Mark Robinson. Hosted on Acast. See acast.com/privacy for more information.

There are a number of serious challenges facing the UK economy – rising energy costs, the cost of living crisis, rising interest rates and mortgage costs and supply chain issues to name a few. However, while they may not be showing signs of abating, a number of factors are becoming ‘less bad’ or at least not getting worse. Also, the UK stock market is different to the UK economy, particularly when investing at the larger end of the market capitalisation scale, where the economic exposure is more global. Given this dichotomy, could the UK market be an interesting (if challenging) place to invest with a long-term view? To see the full podcast series visit https://www.merchantstrust.co.uk/en-gb/videos-podcasts-and-reading Hosted on Acast. See acast.com/privacy for more information.

Dan Jones is joined by Evenlode Investment Management's Ben Peters and Chris Elliott. In a wide-ranging discussion, they talk through a difficult year for markets, which companies are best set up to counter inflationary pressures, the appeal of Microsoft over other big tech, Evenlode's long-term investment strategy, and more. Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Burberry is our result of the week following it's Q3 report showing demand has remained resilient for wallet-busting handbags and watches. Will it remain recession resilient..?Then we dive into this week's special IC feature on quality US shares. After this year’s market correction, does the US now offer better value? We break down some of the talking points. And finally, with the New York listed Manchester United potentially up for sale, we ask whether football clubs make a good investment. Dan Jones is joined by Alex Newman and Mark Robinson. Hosted on Acast. See acast.com/privacy for more information.