Investors' Chronicle

Investors' Chronicle
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Oct 11, 2019 • 21min

Personal Finance Show: The many uses of multi asset and the best bonds for income

On this week's show deputy personal finance editor Dave Baxter sets out the many uses of multi-asset funds. Rory McPherson, head of investment strategy at Psigma Investment Management, looks at how to mitigate downside via asset allocation, highlights the best bond options for income and explains why passive funds are not a good way to access this asset. Hosted on Acast. See acast.com/privacy for more information.
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Oct 10, 2019 • 36min

Companies & Markets Show: Best of Brexit

On this week's IC Companies and Markets Show editor John Hughman talks to Algy Hall about why his UK-centric stock screen is shrugging off the Brexit blues, and updates from the high and low flyers from this year's Tips of the Year selection. Hosted on Acast. See acast.com/privacy for more information.
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Oct 9, 2019 • 11min

Paid Post: Recession watch – part 3

After a decade of growth, is the US economy set to contract? Should positivity over unemployment reaching a 50-year low be tempered by signs of a slowdown in wage growth and a strengthening dollar? Danielle DiMartino Booth, Chief Strategist, Quill Intelligence and IG’s Chief Market Analyst, Chris Beauchamp, discuss the outlook for the world’s largest economy, and the options open to the Federal Reserve. Inspired? Find your next opportunity at IG.com Hosted on Acast. See acast.com/privacy for more information.
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Oct 4, 2019 • 26min

Personal Finance Show: Limiting losses, equity opportunities and the best bond bets

On this week's show Andrew Cole, head of multi asset at Pictet Asset Management, explains to AIC broadcast journalist of the year Leonora Walters how to mitigate downside via portfolio diversification. He also highlights some of the main threats to and opportunities in equity markets, and says what areas of the bond market he thinks look like the best options at the moment. Hosted on Acast. See acast.com/privacy for more information.
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Oct 3, 2019 • 49min

Companies & Markets Show: Seeing red

On this week's IC Companies and Markets Show editor John Hughman talks to Phil Oakley about what 'Drastic' Dave Lewis's departure will mean for Tesco, what lies in store for troubled Ted Baker and Revolution Bars, and why markets have been a sea of red this week. Hosted on Acast. See acast.com/privacy for more information.
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Oct 2, 2019 • 16min

Interview: Seeking resilient stocks and sectors

UK equities are out of favour with investors globally but Richard Penny, manager of FP CRUX UK Special Situations Fund (GB00BG5Q5X24), argues that this asset class still has a number of merits. He explains why UK equities could offer value and how to find stocks that are not value traps. He also highlights some stocks and sectors that could prove to be resilient, and deliver high returns on capital and growth – despite the challenges ahead. Hosted on Acast. See acast.com/privacy for more information.
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Oct 2, 2019 • 9min

Paid Post: Recession watch – part 2

Another set of high level talks between the US and China are due to take place this month in the hopes of brokering a deal to put an end to the current trade war.  In this episode, IG Index’s Josh Mahoney and Gabriel Wildau from advisory firm Teneo dissect the impact of tariffs, from China’s slowing economy to the countries looking to benefit from the supply chain disruption. Inspired? Find your next opportunity at IG.com Hosted on Acast. See acast.com/privacy for more information.
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Sep 27, 2019 • 25min

Personal Finance Show: Direct lending and the hunt for yield

On this week’s show, fund manager David Conlon talks about the advantages and challenges of investing for income via direct lending in the real assets universe. David also tells deputy personal finance editor Dave Baxter how his GCP Asset Backed Income fund is currently positioned and where the next investment opportunities might appear.Elsewhere in the personal finance section, we look at the overlooked fund performers that could give your portfolio an edge. We also consider how ethical funds have performed versus their mainstream equivalents. And our latest fund tip puts forward a renowned outperformer that has started to look cheap after a market shake-up.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.
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Sep 26, 2019 • 35min

Companies & Markets Show: A week to remember

On this week's Companies & Markets Show editor John Hughman rounds up a crazy week in politics and finance, talks to Algy Hall about his 'so bad, it's good' small-cap strategy, and Tom Dines about the retailers defying the high street gloom  Hosted on Acast. See acast.com/privacy for more information.
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Sep 25, 2019 • 9min

Paid Post: Recession watch

The UK economy's been slowing steadily for the past couple of years, and GDP contracted in Q2. As well as leaning heavily on the pound for three years, Brexit has impacted demand too. But what comes next, and can the UK economic outlook be down to the binary choice of a high stakes game of 'Deal or No Deal'? Inspired? Find your next opportunity at IG.com Hosted on Acast. See acast.com/privacy for more information.

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