

Investors' Chronicle
Investors' Chronicle
Looking to stay informed in the world of investing? Investors' Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions.Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
Episodes
Mentioned books

Feb 28, 2019 • 47min
Companies & Markets Show: To JV or to not JV
On this week's IC Companies & Markets Show, editor John Hughman and Phil Oakley chew the fat about what the BBC/ITV Britbox joint venture could mean for the UK media industry and why Amazon could end up the big winner in the streaming wars, and why M&S may have bitten off more than it can chew with its online shopping JV with Ocado. Plus some strong views on the Help to Buy housing scheme. Hosted on Acast. See acast.com/privacy for more information.

Feb 22, 2019 • 23min
Personal Finance Show: Going for gold and targeting the world's best dividends
On this week's show Shaniel Ramjee, multi-asset manager at Pictet, joins the IC team to look at why gold has proven to be a defensive asset and whether it is worth its price. He also explains what asset classes he is allocating to at the moment and why. And they also profile an equity income fund which targets the best dividend paying companies from across the world. Hosted on Acast. See acast.com/privacy for more information.

Feb 21, 2019 • 27min
Companies & Markets Show: Paying dividends
On this week's Companies and Markets Show, IC editor John Hughman speaks to Emma Powell about how the UK's big banks are once again becoming income giants, and Julia Faurschou explains why consumer goods companies' shift to socially responsible strategies is paying dividends for the planet and investors. Hosted on Acast. See acast.com/privacy for more information.

Feb 15, 2019 • 25min
Personal Finance Show: Best value in developed markets and income amid adversity
On this week's show Taha Lokhandwala explains why the prospects for European equities don't look great, and Colin Low, managing director of Kingsfleet Wealth, suggests some alternative ways to get exposure to developed markets equities. They also look at who will take over the running of Schroder Tokyo fund following Andrew Rose's retirement. And Colin sets out some suggestions on how to invest in a more ethical or socially responsible way. Hosted on Acast. See acast.com/privacy for more information.

Feb 14, 2019 • 34min
Companies & Markets Show: The good, the bad and the mucky
On this week's Companies and Markets Show, editor John Hughman talks to Phil Oakley about his new Quality Portfolio, asks if there's any puff left in Debenhams shares, and why discounted shares in a small industrial landlord could be worth snapping up. Hosted on Acast. See acast.com/privacy for more information.

Feb 8, 2019 • 35min
Personal Finance Show: The right approach to retirement and success with styles and factors
On this week's show deputy personal finance editor Taha Lokhandwala explains how to get the right asset allocation for your pension as you approach retirement. Iain Barnes, head of portfolio management at Netwealth, explains how to allocate and invest long term portfolios such as a pension. They also consider the importance of market factors and styles, and what is key when constructing a portfolio. Hosted on Acast. See acast.com/privacy for more information.

Feb 7, 2019 • 46min
Companies & Markets Show: Ocadon't
On this week's Companies and Markets show editor John Hughman takes a sceptical look at Ocado and the broader grocery industry with Phil Oakley and Harriet Russell, plus why housebuilders may continue to surprise on the upside. Hosted on Acast. See acast.com/privacy for more information.

Feb 5, 2019 • 28min
Interview: Mining the best listed and unlisted opportunities
Evy Hambro, manager of BlackRock World Mining Trust (BRWM), sets out the arguments for getting exposure to commodities via shares in mining companies and where to find the best opportunities in this area. He also explains why this investment trust had a difficult 2018, how the prospects for this area could improve and how he is also adding value by investing in unlisted holdings. Hosted on Acast. See acast.com/privacy for more information.

Feb 1, 2019 • 23min
Personal Finance Show: Asian equity advantages and how to find good funds
Taha Lokhandwala looks at how Asian equities and funds have been performing. Rachel Winter, senior investment manager at Killik, considers whether it is a good time to allocate to Asian and frontier market equities. And they suggest some ways to identify and compare ethical funds that meet your criteria. Hosted on Acast. See acast.com/privacy for more information.

Jan 31, 2019 • 37min
Companies & Markets Show: The three ages of Buffett
On this week's Companies and Markets Show editor John Hughman talks to Phil Oakley about why private investors find it increasingly hard to follow the strategies of the investment greats. Hosted on Acast. See acast.com/privacy for more information.