Investors' Chronicle

Investors' Chronicle
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May 17, 2019 • 26min

Personal Finance Show: Hedge funds and contrarian investing

In this week's Personal Finance Show, the team are joined by Huw Evans, chairman of the BH Macro investment trust (BHMG), to discuss how hedge funds can fit into private investor portfolios, what's changing in the notoriously expensive sector, and what kind of performance investors can expect when markets get volatile. Plus the latest changes to the Association of Investment Companies sector rules and definitions, and what this means for investors who use sector averages as benchmarks when finding funds. Hosted on Acast. See acast.com/privacy for more information.
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May 17, 2019 • 51min

Companies & Markets Show: Fantasy investing

On this week's Companies and Markets Show editor John Hughman talks to Algy Hall about why a fantasy gaming company has proved such a lucrative investment, and why chasing tech unicorns might prove a fantasy too far. Hosted on Acast. See acast.com/privacy for more information.
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May 10, 2019 • 24min

Personal Finance Show: Benefits of biotech and diversifying income

In this week's show Carl Harald Janson, manager of International Biotechnology Trust, sets out the arguments for investing in biotech companies and says which areas of this sector offer particularly good opportunities. He also explains how the trust gets exposure to unquoted companies and is able to pay attractive dividends. And personal finance writer Zayani Bhatt explains why you need to diversify your sources of equity income, and highlights a good area and fund with which to do it. Hosted on Acast. See acast.com/privacy for more information.
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May 9, 2019 • 42min

Companies & Markets Show: Purple rain

On this week's IC Companies and Markets Show editor John Hughman talks to Phil Oakley about this week's big market news, including why Purplebricks' disruptive idea to revolutionise estate agency is proving a damp squib for investors. Hosted on Acast. See acast.com/privacy for more information.
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May 7, 2019 • 8min

Paid Post: Trading the FTSE techMARK index

Technology businesses are at the heart of the UK economy and are playing an important role in driving growth across the country, from financial services and high-value manufacturing to retail and agriculture. According to digital secretary Jeremy Wright, the UK is “Europe’s undisputed tech hub”. There was a slowdown in growth at the end of 2019 due to political uncertainty but Bernard Brown, the vice chair of KMPG UK, says “buoyant staff hiring and capital expenditure plans are still in place for 2019. This confidence is reflected in the statistic that almost 50% of UK tech firms intend to add jobs over the next year, whilst many traditional manufacturers are considering moving jobs offshore. This demonstrates the strength and resilience of the UK tech sector in the new digital economy.”Inspired? Find your next opportunity at IG.com Hosted on Acast. See acast.com/privacy for more information.
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May 3, 2019 • 25min

Personal Finance Show: High income and funds for future generations

In this week's show David Smith, manager of Henderson High Income Trust, explains how investing in both bonds and equities helps its returns and where the best opportunities UK equity income opportunities are. Zayani Bhatt, meanwhile, sets out some ways to save for your children and grandchildren.  Hosted on Acast. See acast.com/privacy for more information.
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Apr 30, 2019 • 8min

Paid Post: Where next for the UK banking sector?

Uncertainty over the future of the country led to a 13.6% fall in the FTSE All-Share Financial index last year, underperforming both the FTSE All-Share and MSCI World, which lost 9.5% and 3% respectively. We have seen strength come back into bank shares since the start of the year, and a number of the key metrics have improved, including the Returns on Capital, the Net Interest Margins, the level of impairments and the cost/income ratios. But the cost of the regulatory burden remains and until the Brexit impasse is resolved rates are unlikely to move much higher.Inspired? Find your next opportunity at IG.com Hosted on Acast. See acast.com/privacy for more information.
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Apr 26, 2019 • 26min

Personal Finance Show: Accessing from peer-to-peer and betting on a good yield

On this week's show Iain Niblock, chief executive officer of Orca Money, explains what peer-to-peer lending is, and what risks and returns investors can expect. Deputy personal finance editor Taha Lokhandwala updates on Jupiter Asian Income Fund's performance and asset allocation, and profiles some stocks which are helping it deliver an attractive yield and return. Hosted on Acast. See acast.com/privacy for more information.
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Apr 25, 2019 • 42min

Companies & Markets Show: Talking techie

On this week's Companies and Markets Show editor John Hughman talks with Harriet Clarfelt about the early signs from the US technology reporting season, and whether regulation and competition could see the FAANGs lose their bite. Hosted on Acast. See acast.com/privacy for more information.
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Apr 23, 2019 • 8min

Paid Post: FTSE 250

The FTSE 250 has experienced gains so far in 2019, but prior to that it endured a tough 2018. Investors still appear to be cautious about the outlook for the FTSE 250, since the majority of its income is generated from within the UK. This means that it is more exposed to the UK economy than the FTSE 100, and may have greater risk attached to it depending on how the Brexit process turns out. For example, over the last decade, the FTSE 100 has recorded a total annualised return of around 11%. While that’s an impressive rate of growth during what has been a bull market, the FTSE 250 has delivered an annualised total return of around 15% during the same time period.Inspired? Find your next opportunity at IG.com. Hosted on Acast. See acast.com/privacy for more information.

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