

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

Oct 9, 2018 • 9min
Paid post: Cryptos: further to fall or time for a bounce?
2018’s boom in cryptocurrency prices ended abruptly at the start of this year, leaving some speculators with huge gains and late entrants with big losses. Prices for the likes of Bitcoin are well below their highs, but volatility remains and interest is still high. So what next for the cryptocurrencies and where do prices go now? Crypto analyst and trader Tone Vays and DailyFX analyst Nick Cawley discuss. Hosted on Acast. See acast.com/privacy for more information.

Oct 8, 2018 • 26min
Boardroom Talk: JD Wetherspoon
In an exclusive interview with the IC’s Julia Faurschou, Tim Martin, founder and chairman of JD Wetherspoon talks Brexit, debt and strikes and reveals why he thinks his pub chain is “the grooviest”. Hosted on Acast. See acast.com/privacy for more information.

Oct 5, 2018 • 19min
Personal Finance Show: UK equity income and retirement issues
The ONS is going to release its GDP growth figures next week with the expectation of positivity amid the uncertainty surrounding Brexit and the country's future trading relations.To discuss this in this week's Personal Finance Show, the team is joined by Merchants Trust (MRCH) manager Simon Gergel, who also reflects on how recent outflows from the UK market have left value opportunities in income major stocks.Emma Agyemang provides an update on changes at Fidelity, following the announcement that Ian Spreadbury, Strategic Bond (GB00B469J896) and MoneyBuilder Income (GB00B3Z9PT62) fund manager, is going to retire at the end of the year.This is also a segway into a chat about retirement and the big mistakes people always make and how to avoid them. Hosted on Acast. See acast.com/privacy for more information.

Oct 4, 2018 • 29min
Companies & Markets Show: Best of British
Megan Boxall talks to Phil Oakley about what to look for in a quality company and why Spirax-Sarco fits the bill. Mark Robinson has taken a (virtual) trip across the pond for evidence poor corporate governance – Tesla. In this week’s podcast, the UK (like it did along with Europe in the Ryder Cup) has trumped the US. Hosted on Acast. See acast.com/privacy for more information.

Oct 2, 2018 • 9min
Paid post: Calling currencies in a post-QE world
Central bank policy is no longer as major a driver for currencies as it was. Trade wars, emerging market instability, basket selling and Brexit are pulling currencies in different directions. Hans Redeker, Global Head of Foreign Exchange Strategy at Morgan Stanley, and Nick Cawley at DailyFX discuss the mid-term outlook for forex markets.This is an IG Paid Post. The news and editorial staff of the Financial Times had no role in its preparation. Hosted on Acast. See acast.com/privacy for more information.

Sep 28, 2018 • 30min
Personal Finance Show: Goods funds, income and future themes
Another important week for investment markets as the US Federal Reserve raised interest rates once again, and said there was plenty to more to come. In this week's Personal Finance Show, the team discuss with Chris Dillow, Investors Chronicle economist, the impact of the rate rise and which asset classes might be affected. There's also a discussion on Good Money Week, which starts on Monday and is used to promote responsible investing. Emma Agyemang, personal finance writer, gives us her take on an ethical fund, and also on a new multi-asset income fund from Jupiter. The team are joined by Rob Powell, investment strategist at iShares, who gives a fascinating explanation on thematic investing, how it can help portfolios and also what themes over the next decade investors might want to get involved in. Hosted on Acast. See acast.com/privacy for more information.

Sep 27, 2018 • 28min
Companies & Markets Show: Right on
John Hughman talks to Tom Dines about how ethical investing is moving into the mainstream, Julia Faurschou explains why Labour may get their wish when it comes to renationalising the railways, and Megan Boxall wraps up the long-running Sky takeover saga. Hosted on Acast. See acast.com/privacy for more information.

Sep 26, 2018 • 21min
Interview: Taking advantage of UK equity valuations
Fund management changes are always difficult to manager for both firms and investors. But sometimes, they can be planned for meticulously. Axa IM's Chris St John has been in line to replace Nigel Thomas on the Hosted on Acast. See acast.com/privacy for more information.

Sep 21, 2018 • 20min
Personal Finance Show: Emerging market dips and inflation-busting assets
The team are joined by Alex Neilson, investment manager at Investec Click & Invest, to discuss recent investment and market news including inflation and emerging market volatility.There's a discussion about the spike in inflation to 2.7 per cent and what this might mean for interest rates and inflation-linked bonds, and also why the latest round of anger between the US and China did not impact markets, and what might be needed for positive sentiment to stay the course.Emma Agyemang, personal finance writer, gives us an update on management changes at the IC Top 100 Schroder High Yield Opportunities Fund (GB00B5143284). She also profiles a Chinese equity fund at a time when markets could be providing an attractive entry point. Hosted on Acast. See acast.com/privacy for more information.

Sep 20, 2018 • 27min
Companies & Markets Show: Are you experienced?
This week editor John Hughman talks to James Norrington about how past market experiences can lead us to make bad investment decisions, while Phil Oakley explains why two cyclical companies – Aston Martin and Ashtead – are being valued very differently. Hosted on Acast. See acast.com/privacy for more information.