Investors' Chronicle

Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.Risk management expert and founder of HSBC’s geopolitical risk team Derek Leatherdale told Alex Newman what investors need to know to keep their money safe in an increasingly fractious world, and what could happen next in the US: China standoff. Hosted on Acast. See acast.com/privacy for more information.

Welcome to the IC Interviews, our new podcast format featuring in depth interviews with the people you need to hear from.Megan Boxall speaks to famed short selling activist Carson Block, whose firm Muddy Waters has exposed some several major corporate fraud and accounting scandals on stock markets around the world. Hosted on Acast. See acast.com/privacy for more information.

Is the potential growth in China worth the risk to western investors? Or has the recent escalation of tensions between China and Hong Kong made this a market that is best avoided?In part one of our two part series exploring the rising tensions between the world's two superpowers, John and Megan have been joined by Phil Oakley, Philip Ryland and Dave Baxter to discuss the challenges of the China investment saga.Featuring interviews with China market experts, Muddy Waters’ Carson Block and Derek Leatherdale, the former head of geopolitical risk at HSBC. Hosted on Acast. See acast.com/privacy for more information.

Whatever your views on the social and political implications of recent protests against racial inequality, their message has dredged up a thorny subject for the investment world. How much does good social practice matter to companies and to what extent are those companies accountable for social malpractice? Hosted on Acast. See acast.com/privacy for more information.

Liquidity or illiquidity is a tentative topic for British investors, especially in the wake of the Woodford fiasco of 2019. In coronavirus markets, liquidity is again being used as a dirty word - should we be fearful of rallies driven by liquidity? Phil Oakley and Chris Dillow have joined Megan Boxall and Dave Baxter to help answer that question. And Alex Hamer has introduced us to the idea of illiquidity as an investment strategy.There are a couple of articles in the mag this week that it might be worth dropping into the podcast page as well: Chris Dillow on not being fearful of liquidity driven rallies and Phil Oakley's musings on whether the the stock market is detached from reality. Hosted on Acast. See acast.com/privacy for more information.

As full lockdown begins to ease, Britain is starting to get back on its feet. But what state is the consumer industry in? And is it prepared for the challenges of a post-coronavirus world? To understand the outlook for the market, we have spoken to Alex Janiaud and Phil Oakley. And we have been joined by Patrick Dardis, chief executive of pub group Youngs to discuss the outlook for his company. Hosted on Acast. See acast.com/privacy for more information.

Vaccine and treatment progress in the war on coronavirus is unsurprisingly capturing investor attention. But there is a world of healthcare beyond the pressure of the pandemic which could provide investors with far more lucrative returns. In this week’s podcast John Hughman and Megan Boxall are joined by Harriet Clarfelt and Mary McDougall to discuss the investment opportunities in the market. Harriet has also spoken to special guest Nina Deka from Robo-Global and we celebrate the long awaited return of Phil Oakley. Hosted on Acast. See acast.com/privacy for more information.

Bubbles are both an exciting and terrifying part of market life, offering investors the potential for both huge gains and also massive losses. But how do investors navigate a phenomenon they often don't know they're experiencing until it bursts? On this week's Investment Hour John Hughman and Megan Boxall are joined by IC experts Algy Hall, Chris Dillow, Philip Ryland and Dave Baxter to try and understand why bubbles form and pop, and what to do if you think you're in one. Hosted on Acast. See acast.com/privacy for more information.

Mary McDougall explains how you can get income from equities even amid dividend cuts. Ed Smith, head of asset allocation research at Rathbones, considers whether a rise in inflation is likely and highlights some investments to protect against this. He also explains why although the coronavirus pandemic is unlikely to end globalisation there are some emerging trends investors need to be aware of. Hosted on Acast. See acast.com/privacy for more information.

For all the challenges posed by coronavirus, the crisis also provides multiple opportunities for renewal. That’s the theme of our series of features ‘The New Future’ which we kicked off this week and is also the topic of this week’s podcast when John Hughman and Megan Boxall are joined by regular guests Algy Hall and Alex Newman. Plus the long overdue podcast debut of the IC’s resident economist Chris Dillow. Hosted on Acast. See acast.com/privacy for more information.