Investors' Chronicle

In this week's IC Companies and Markets Show editor John Hughman talks to engineering correspondent Alex Janiaud about the possible effects of Boeing's recent problems on the UK aero industry supply chain, and catches up with Phil Oakley about the companies that have caught his eye this week, including JD Sports and Galliford Try. Hosted on Acast. See acast.com/privacy for more information.

In this week's show Chris Ralph, chief investment officer at St James's Place, considers whether Asian equities are on good valuations and what areas of this region offer the best opportunities.Deputy personal finance editor Taha Lokhandwala looks at why investors have been piling into passive bond funds, and they discuss the merits of passive funds at this point in the market cycle.Personal finance writer Zayani Bhatt, meanwhile, highlights some ways to save for retirement if you are self employed. Hosted on Acast. See acast.com/privacy for more information.

Many funds put their assets directly into securities like shares or bonds, but some invest in other funds, such as Miton Global Opportunities (MIGO). The trust's managers, Nick Greenwood and Charlotte Cuthbertson, explain how to put together a portfolio of investment trusts and how they find the best opportunities. They also profile some recent additions they made to Miton Global Opportunities and highlight some areas where investment trusts could offer good opportunities. Hosted on Acast. See acast.com/privacy for more information.

The cannabis sector is a nascent industry, where changes are happening quickly around regulations, laws, medical and production innovation. Some forecasts suggest that the world is witnessing the birth of an industry which could be worth from $500bn to $1tn. As of the beginning of 2018, there were already a dozen cannabis companies with a stock market value of more than $1bn and London-based firm Prohibition Partners says the European cannabis market will be worth €123bn (£106bn) by 2028. The leaders in Europe, for now, though, appear to be Aurora, Canopy, and Tilray.  Inspired? Find your next opportunity at IG.com. Search ‘IG podcast’ to learn more.IG.com Hosted on Acast. See acast.com/privacy for more information.

In this week's show Taha Lokhandwala explains what you should consider when a manager leaves a fund and profiles a recent departure that could be a problem for investors. He also looks at how Jupiter India Fund has been performing and why its manager thinks this month's election isn't a key concern. And Toby Vaughan, chief investment officer at Brown Shipley, considers the case for Asian equities, and highlights two developed markets that could be worth attention. Hosted on Acast. See acast.com/privacy for more information.

On this week's Companies & Markets Show editor John Hughman is joined by Harriet Russell, who's signing off after five and a half eventful years covering pharma and retail with a week of big stories from both sectors – including good news for GSK and Tesco, and predictably bad news for Indivior and Debenhams. Hosted on Acast. See acast.com/privacy for more information.

On this week's show Jason Hollands, managing director at Tilney, considers whether you should consider to invest in LF Woodford Equity Income Fund following a period of underperformance. Taha Lokhandwala looks at who will replace Alex Darwall as manager of Jupiter European Fund. And Jason sets out some strategies for getting the most out of your Isa.  Hosted on Acast. See acast.com/privacy for more information.

John Hughman and Phil Oakley discuss the mixed fortunes of five companies in the travel industry. Hosted on Acast. See acast.com/privacy for more information.

Mobius Capital Partners' Carlos von Hardenberg and Taha Lokhandwala discuss the the pros and cons of emerging market equity investing, why the trust is shifting down the market cap scale to focus on smaller companies, and whether 'friendly' shareholder activism can produce superior returns. They also tackle topics such as how much macro economics determines which emerging markets perform, and whether the storm facing equities in the region will die down in 2019. Hosted on Acast. See acast.com/privacy for more information.

In this week's show Rory McPherson, head of investment strategy at  Psigma Investment Management, joins the IC team to discuss the merits of bond exchange traded funds (ETFs), recent movements in government bonds and the likelihood of a US recession. Deputy personal finance editor Taha Lokhandwala considers the effect of a manager departure at Newton Real Return fund, and Rory highlights some funds and strategies to help prepare your portfolio for difficult markets. Hosted on Acast. See acast.com/privacy for more information.