

Investors' Chronicle
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.
Episodes
Mentioned books

Mar 5, 2020 • 30min
Companies & Markets Show: Turbulent times
On this week's Companies & Markets Show editor John Hughman talks to regular contributor and our new daily Market Outlook writer Neil Wilson to assess the prospect for markets as the economic impact of Covid-19 starts to show up in company updates. Hosted on Acast. See acast.com/privacy for more information.

Feb 28, 2020 • 30min
Personal Finance Show: Good investment strategies and how to avoid scams
On this week's show James Norton, senior investment planner at Vanguard UK, highlights some bad investment habits and steps you can take to avoid falling into them. Mary MacDougall profiles some of the more common investment scams and sets out some tips on how to avoid falling into them. And Dave Baxter and James profile Vanguard’s new self invested personal pension (Sipp), and look at how it compares to other platform Sipps. Hosted on Acast. See acast.com/privacy for more information.

Feb 27, 2020 • 44min
Companies & Markets Show: Crunch time
On this week's IC Companies and Markets Show John Hughman and Phil Oakley discuss the potential economic and market impact of the coronavirus. Hosted on Acast. See acast.com/privacy for more information.

Feb 21, 2020 • 36min
Personal Finance Show: True portfolio diversification and UK tech opportunities
In this week's show Dave Baxter explains why holding different assets might not diversify your portfolio as much as you think and what you need to do to ensure that your holdings are really differentiated. Katie Potts, manager of Herald Investment Trust, explains why the UK offers good tech opportunities and she invests more in the home market than the US. She also profiles some tech stocks that have done well and explains why a holding under pressure is still a good company. Hosted on Acast. See acast.com/privacy for more information.

Feb 20, 2020 • 41min
Manic Miners
On this weeks IC Companies and Markets Show editor John Hughman talks to commodities correspondent Alex Hamer and trader Michael Taylor about the latest twist in the Sirius tale, the surprising return of Gemfields, what the coronavirus means for precious metals, and the mineral complexities of electric vehicles. Hosted on Acast. See acast.com/privacy for more information.

Feb 19, 2020 • 27min
Interview: Adding emerging value and avoiding traps
Andrew Ness, co-manager of Templeton Emerging Markets Investment Trust (TEM), explains how he tries to spot value and avoid traps, and what has recently contributed to the trust's performance. Hosted on Acast. See acast.com/privacy for more information.

Feb 19, 2020 • 17min
Extraction Podcast: Big changes at BP
New BP chief executive Bernard Looney has stamped his authority on the company in his first month in the job, committing to getting the oil and gas supermajor to net zero carbon emissions by 2050. To do this, he will do away with the longstanding upstream and downstream divisions, although this is just about the only concrete detail available. In any case, this commitment marks a major change for the industry. We've brought in Panmure Gordon analyst Colin Smith to talk radical change in oil and gas, virtue signalling and the Looney revolution. Hosted on Acast. See acast.com/privacy for more information.

Feb 14, 2020 • 19min
Personal Finance Show: UK equities worth the risk and finding funds’ value for money
On this week's show Dave Baxter looks at how a professional investor is managing UK equity risk, and which parts of the market and companies she thinks are worth it. Charlotte Ransom, chief executive officer of Netwealth, explains why you could lose money by trying to avoid certain risks, and sets out some strategies to help you stay invested while mitigating downside. They also consider whether a new type of report will help you establish whether funds are good value for money. Hosted on Acast. See acast.com/privacy for more information.

Feb 14, 2020 • 40min
Companies & Markets Show: Skin in the game
On this week's Companies & Markets Show John Hughman and Phil Oakley talk about why directors should own shares in the companies they run, the attractions of Relx and Avon Rubber, and the madness of Ocado's valuation Hosted on Acast. See acast.com/privacy for more information.

Feb 13, 2020 • 38min
Extraction Podcast: Gemfields returns to London
After a dramatic exit from London in 2017, Gemfields (SA:GML) is coming back. The emerald and ruby miner and Fabergé owner was taken off Aim by its major shareholder Pallinghurst, run by former BHP chief executive Brian Gilbertson. He and his son Sean had been involved in the precious stones company from the start, but the takeover saw a fight between the family and Gemfields management, led by chief executive at the time Ian Harebottle. In this episode of the Extraction Podcast, Sean Gilbertson – now chief executive of Gemfields – shows us stunning stones, explains why rubies, emeralds and sapphires are different from struggling diamonds and why he wants to keep the loss-making Fabergé in the portfolio. Hosted on Acast. See acast.com/privacy for more information.