Investors' Chronicle

Is demand from China the dominant factor driving oil and metal markets, or is its influence overstated? Ed Morse, Global Head of Commodities Research at Citigroup, and Josh Mahony, market analyst at IG, give their opinions, and discuss trading strategies for the coming months. Hosted on Acast. See acast.com/privacy for more information.

Mike Schozer, chief investment officer at Hadrian’s Wall Capital, explains how to get a high income from small to medium-sized enterprise loans. The IC team also explain why it could be beneficial to get exposure to a geographic region via more than one fund, and why selling a fund at the right time is as important is buying it at the right time.  Hosted on Acast. See acast.com/privacy for more information.

Megan Boxall talks to Phil Oakley and Harriet Clarfelt about the importance of good growth and how to spot the companies which may be growing badly. Phil’s column this week focuses on when to pay up for quality – good growth is the key. Hosted on Acast. See acast.com/privacy for more information.

The US tech sector has been on a tear, driven by the likes of Facebook, Apple, Amazon, Netflix and Google's parent, Alphabet. Charlene Li, Principal Analyst at Altimeter, and Chris Beauchamp, Chief Market Analyst at IG, discuss whether there are more trillion-dollar valuations to come, or if there's a 2000-shaped bubble on the cusp of bursting.  Hosted on Acast. See acast.com/privacy for more information.

In this week's show Alex Brandreth, deputy chief investment officer at Brown Shipley, considers whether this year's steep falls in emerging markets means they're a bargain or cheap for a good reason. Deputy personal finance editor Taha Lokhandwala outlines one of the many interpretations of sustainable investing, and he and Alex explain why investors should have a good sell discipline. Personal finance writer Emma Agyemang, meanwhile, profiles a new fund which will be managed by star smaller companies managers Paul Marriage and John Warren.  Hosted on Acast. See acast.com/privacy for more information.

John Hughman discusses a busy week for the retail industry with Harriet Russell, including the good (Ted Baker), the bad (Superdry) and the ugly (US giant Sears, which filed for bankruptcy protection this week), while Megan Boxall talks about how to spot a bad IPO.  Hosted on Acast. See acast.com/privacy for more information.

Is the bull run finally coming to an end, or can stocks keep rising? Liz Ann Sonders, Chief Investment Analyst at Charles Schwab, and IG Chief Market Analyst Chris Beauchamp discuss the economic factors that could impact equity markets, and which warning signs merit the most investor attention.   Hosted on Acast. See acast.com/privacy for more information.

In this episode of Boardroom Talk, Harriet Russell talks to Colin Porter and Marc Dench, chief executive and chief financial officer at clothing chain Joules. It's a tricky time for retail, in a market clouded by the dominance of the internet. But Joules' bosses think there's life in the high street yet, and especially in their 'multichannel' strategy. Hosted on Acast. See acast.com/privacy for more information.

In this week Personal Finance Show the team are joined by Rachel Winter, senior investment manager at Killik & Co, to talk about the week's equity market volatility and what investors should, and should not, be doing about it. We go through the main drivers behind the turbulence, what this means for the outlook for a range of asset classes, and also how correlations between different assets is changing the way we construct portfolios. Emma Agyemang gives an update on potential new rules for property funds, which could affect how often investors trade, and there's also a discussion about the new Smithson Investment Trust, which IPOs later this month. Hosted on Acast. See acast.com/privacy for more information.

In this week's IC companies and markets show editor John Hughman is joined by Phil Oakley and Megan Boxall to discuss a turbulent week on the markets, why understanding cashflow could help you avoid painful share price falls, and consumer trends with big implications for all investors. Hosted on Acast. See acast.com/privacy for more information.