

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

Nov 6, 2019 • 9min
Paid Post: Can the election clear the market air?
The general election offers markets hope for a turning point in the Brexit saga. IG's Joshua Mahoney and Joshua Warner assess the likely impact of the most widely predicted outcomes of the vote on the UK economy, and mull what they’d spell for sterling.Inspired? Find your next opportunity at IG.com Hosted on Acast. See acast.com/privacy for more information.

Nov 1, 2019 • 28min
Personal Finance Show: Value on the rise, a UK equity conundrum & the latest Woodford crossroads
Fresh twists and turns in the Brexit process have left UK equity investors with little certainty but plenty of potential opportunities. In this week's Personal Finance Show, Chelsea Financial Services managing director Darius McDermott looks at the impact future developments could have on both sterling and UK domestic assets, and what this means for portfolios. He and deputy personal finance editor Dave Baxter also discuss the bigger question of whether value investing is finally due a comeback, and how this should feed into fund selection. We also look at the latest Woodford news and what the future might hold for his funds. Our podcast is available across different distribution channels to allow you to access it in the most convenient way. Find us on Acast, Stitcher, iTunes and Spotify. Hosted on Acast. See acast.com/privacy for more information.

Oct 31, 2019 • 57min
Companies & Markets Show: Margin of safety
On this week's Companies & Markets Show editor John Hughman talks to Simon Thompson about how his Ben Graham-inspired approach has delivered stunning gains from this year's Bargain Shares portfolio and why there could be more upside to come. Plus what the coming election could mean for the markets. Hosted on Acast. See acast.com/privacy for more information.

Oct 25, 2019 • 24min
Personal Finance Show: Woodford Patient Capital's manager move and environmental opportunities
Onthis week's show Dave Baxter looks at who Woodford Patient Capital Trust's new managers will be, what their experience is and what they will charge investors. Jon Forster, co-manager of Impax Environmental Markets, explains what areas the trust invests in, how he selects investments and where he is finding new opportunities. Hosted on Acast. See acast.com/privacy for more information.

Oct 24, 2019 • 33min
Companies & Markets Show: Shifting shares with Michael Taylor
On this week's Companies & Markets Show editor John Hughman talks to trader Michael Taylor about a topic of much mystique – the role of market makers. Plus a look at the subject of a reader's email – the chart pattern of Sylvania Platinum and more. Hosted on Acast. See acast.com/privacy for more information.

Oct 23, 2019 • 9min
Paid Post: Decoding Brexit – part 1
When will sterling start trading on fundamentals and not on Brexit? Will UK equities rise if there’s a deal? Peter Dixon, Global Financial Economist at Commerzbank mulls the markets as the uncertainty continues. Inspired? Find your next opportunity at IG.com Hosted on Acast. See acast.com/privacy for more information.

Oct 18, 2019 • 24min
Personal Finance Show: Woodford windup and tempering trade storms
In this week's show deputy personal finance editor Dave Baxter looks at why it was decided to close LF Woodford Equity Income Fund and what is going to happen to the other funds that were run by Woodford Investment Management. Rachel Winter, associate investment director at Killk & Co, explains what you should monitor to ensure your funds are still doing what they should be. They also consider the implications of growing trade tensions on equity markets, and if and what investors should do to protect against these. Hosted on Acast. See acast.com/privacy for more information.

Oct 17, 2019 • 37min
Goodbye Europe
Editor John Hughman and Phil Oakley discuss the effect of a Brexit breakthrough on the stock market, Dominos beating a retreat from Europe, why AO World should do the same and why WH Smith is expanding its horizons globally Hosted on Acast. See acast.com/privacy for more information.

Oct 16, 2019 • 9min
Paid Post: Recession watch – part 4
A eurozone slowdown is anticipated, triggered by recession fears in Germany, domino effects from the US/China trade war and Brexit uncertainty weighing on potential growth. IG Senior Analyst Josh Mahoney and Daniel Lacalle of Tressis discuss how ECB monetary policy can best help to best mitigate economic woes throughout the bloc. Inspired? Find your next opportunity at IG.com Hosted on Acast. See acast.com/privacy for more information.

Oct 16, 2019 • 23min
Interview: Seeking the best stock pickers
Two years ago Alliance Trust (ATST) shareholders voted in favour of adopting a multi-manager approach, whereby a fund's manager outsources investment selection to other managers. Craig Baker, chief investment officer at Willis Towers Watson, and his team are responsible for doing this for Alliance Trust, so he explains how they have implemented this approach and how it differs from other multi-asset funds. He also updates on how the trust has performed since they took it over, how they select the managers likely to find the best stocks, and how they strike a balance between generating growth and income. Hosted on Acast. See acast.com/privacy for more information.