Investors' Chronicle

Investors' Chronicle
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Sep 24, 2019 • 19min

The Extraction Podcast: Investing through cycles with Orion

Orion Resource Partners is a major player in the mining space, with $6bn under management. Portfolio manager Philip Clegg talks us through his long-term investing approach and how he vets junior mining companies.  Hosted on Acast. See acast.com/privacy for more information.
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Sep 20, 2019 • 24min

Personal Finance Show: Bargain hunting with investment trusts and reducing retirement tax

Deputy personal finance editor Dave Baxter looks at how to use investment trusts to profit from unloved markets, out of favour areas and higher yields. Michael Martin, private client manager at Seven Investment Management, explains to draw a retirement income tax efficiently and why higher yielding investments aren't always the best option. And they consider the difficulties of choosing ethical and responsible funds, and set out some suggestions to help you find a fund that meets your requirements. Hosted on Acast. See acast.com/privacy for more information.
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Sep 19, 2019 • 49min

Companies & Markets Show: Talking shop

On this week's IC Companies & Markets Show editor John Hughman talks to Phil Oakley about why Kingfisher is ripe for a breakup, why investors should look past the politics of JD Wetherspoon, and why more companies should report as transparently as Next. Hosted on Acast. See acast.com/privacy for more information.
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Sep 13, 2019 • 21min

Personal Finance Show: IC Top 100 Funds 2019 and Merian's unquoted sale

On this week's show David Liddell, chief executive of IpsoFacto Investor, explains how he helped put together the IC Top 100 Funds and how he homes in on a good fund. He also profiles a top performing fund he suggested adding to the list. Deputy personal finance editor Dave Baxter, meanwhile, looks at why Merian Global Investors is selling unquoted assets out of some of its funds. Hosted on Acast. See acast.com/privacy for more information.
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Sep 13, 2019 • 41min

Companies & Markets Show: Positive vibes

On this week's IC Companies & Markets Show editor John Hughman finds Phil Oakley in an unusually bullish mood, talking LSE, Apple, Ashtead & more. Hosted on Acast. See acast.com/privacy for more information.
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Sep 6, 2019 • 25min

Personal Finance Show: Eking out bond yields and a new role for equity income

This week Tabula Investment Management founder Michael John Lytle talks to deputy personal finance editor Dave Baxter about the growing world of bond ETFs and where investors might still find a meaningful yield. And personal finance editor Leonora Walters looks at why equity income funds could be a good defensive growth play at a time of increased market risk. Hosted on Acast. See acast.com/privacy for more information.
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Sep 5, 2019 • 49min

Companies & Markets Show: Breaking the cycle

On this week's Companies and Markets Show editor John Hughman talks to Phil Oakley and Algy Hall about avoiding cyclical companies disguised as quality, and cycling companies disguised as technology. Hosted on Acast. See acast.com/privacy for more information.
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Aug 30, 2019 • 22min

Personal Finance Show: Woodford gets drastic and the Brexit portfolio

On this week’s show, personal finance editor Leonora Walters looks at another drastic move from Neil Woodford and the logic behind it.And Ed Smith, head of asset allocation research at Rathbones, tells deputy personal finance editor Dave Baxter what the latest Brexit news means for UK equity investors. Hosted on Acast. See acast.com/privacy for more information.
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Aug 29, 2019 • 40min

Companies & Markets Show: No plane, no gain

On this week's IC Companies and Markets Show editor John Hughman talks with Algy Hall and Alex Janiaud about toys, tariffs, and why the best way to play the booming global travel industry could be selling chocolate.   Hosted on Acast. See acast.com/privacy for more information.
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Aug 23, 2019 • 24min

Personal Finance Show: The great bond rush and how to play it

On this week’s show Victoria Hasler, director for research and consulting at Square Mile Investment Consulting and Research, looks at the recent rush into bond funds, what’s driving it and whether now is a good time for investors to get involved with the asset class. And personal finance editor Leonora Walters looks at a new entrant in the real assets space and what it’s doing to stand out from the competition. Hosted on Acast. See acast.com/privacy for more information.

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