Investors' Chronicle

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.

On this week's IC Companies and Markets show editor John Hughman talks to Phil Oakley to talk about the wider implications of Greene King's takeover, what Persimmon's results tell us about the health of housebuilders, and the disconnect between bond and stock markets. Hosted on Acast. See acast.com/privacy for more information.

Gold looks comfortable for the moment at $1,500 per ounce, as the US-China trade war rumbles on and bond yields go negative. But is it too late for retail investors to get on this train, and what does it mean for gold-related equities? We had a chat with World Gold Council chief market strategist John Reade about gold price drivers and the context for the current highs.  Hosted on Acast. See acast.com/privacy for more information.

On this week's show deputy personal finance editor Dave Baxter makes the case for dialling down the US component of your global equity exposure. Alex Brandreth, deputy chief investment officer at Brown Shipley, argues in favour of maintaining some exposure to this market, and suggests some approaches and funds via which to get exposure. They also debate the merits of UK equity income funds and highlight some of the better performers in this area.   Hosted on Acast. See acast.com/privacy for more information.

On this week's Companies & Markets Show John Hughman is joined by Simon Thompson to discuss the performance of Simon's Bargain Shares 2019 portfolio and what next for Burford and more. Hosted on Acast. See acast.com/privacy for more information.

On this week's show deputy personal finance editor Dave Baxter explains why investors are piling into bond funds again and profiles a type of bond fund they are particularly keen on. Paul Syms, head of EMEA ETF fixed income product management at Invesco, makes the case for having exposure to this asset class at the moment – despite some risks – and accessing bonds via passive funds.   Hosted on Acast. See acast.com/privacy for more information.

On this week's IC Companies and Markets Show editor John Hughman talks to Phil Oakley and Michael Taylor about the bear attack on Burford Capital, gold's big bounce, and why a punt on Boohoo might buck the retail trend Hosted on Acast. See acast.com/privacy for more information.

As global energy markets move towards lower-carbon sources, oil- and coal-exposed equities could lose their value. We spoke to Legal & General Investment Management's head of commodity research, Nick Stansbury, to get a clearer picture on this major shift.  Hosted on Acast. See acast.com/privacy for more information.

On this week's IC Companies and Markets Show editor John Hughman talks to contributor Michael Taylor about life as a full-time trader and what lessons long-term investors can learn from the techniques he employs. Hosted on Acast. See acast.com/privacy for more information.

Extreme weather means John Hughman and Phil Oakley head to an Essex pub to record this week's IC Companies and Markets Show. We discuss yet another profit warning from Aston Martin, danger signs at Ted Baker, and why retailers like B&M and Amazon are bucking the trend. Plus an interesting value play in the energy sector. Hosted on Acast. See acast.com/privacy for more information.