Investors' Chronicle

Investors' Chronicle
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Aug 21, 2018 • 22min

Interview: Politics and prices in Europe with Tim Stevenson

Many successful businesses with global earnings are listed on markets in continental Europe, some of which are exposed to faster-growing regions of the world. So not surprisingly European stock markets can deliver very good returns, which has been of benefit to funds which invest them such as Henderson Eurotrust, which is run by our guest Tim Stevenson. However, the European economic situation has not been nearly so good in recent years and regional politics can be relatively unstable, and these can have a detrimental effect on share prices. In our latest interview, Leonora Walters and Mr Stevenson discuss the effect of European politics on stock markets and Henderson Eurotrust. Hosted on Acast. See acast.com/privacy for more information.
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Aug 20, 2018 • 19min

Boardroom Talk: Johnson Matthey

You don’t survive 200 years against a perpetually evolving industrial landscape by accident. This week the IC is speaking to Anna Manz, chief financial officer of Johnson Matthey, to find out what lessons we can take away from one of the UK’s most venerable corporate entities. Hosted on Acast. See acast.com/privacy for more information.
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Aug 17, 2018 • 31min

Personal Finance Show: Income investing, inflation and P2P lending

In this week's Personal Finance Show the team is joined by Morningstar's chief investment officer Dan Kemp to discuss investment news – namely UK inflation and how to beat it, what investors should be thinking about when it comes to the Turkish Lira crisis, the latest developments in Peer to Peer lending and income investing. Hosted on Acast. See acast.com/privacy for more information.
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Aug 16, 2018 • 32min

Companies & Markets Show: #FEELINGSPENDY

On this week's IC Companies and Markets show editor John Hughman talks to Harriet Russell about how social media - and Mike Ashley - is transforming retail, while Alex Newman explains why gold is in the doldrums and what that means for miners   Hosted on Acast. See acast.com/privacy for more information.
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Aug 14, 2018 • 24min

Personal Finance Show: Benefiting from a dominant dollar and Aim shares for IHT

On this week's show Ryan Hughes, head of active portfolios at AJ Bell, tells Emma Agyemang why the dollar has strengthened so dramatically this year and how to take advantage of it.Taha Lokhandwala looks at the different ways you can use Aim shares to cut inheritance tax for your heirs. The team also discusses the launch of an investment trust by veteran emerging markets investor Mark Mobius. And whether the slump in emerging markets makes now an attractive entry point.  Hosted on Acast. See acast.com/privacy for more information.
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Aug 10, 2018 • 28min

Companies & Markets Show: It’s private

Private equity may conjure images of the super rich, but it is more accessible than many realise. In the latest Companies & Markets Show, Megan Boxall talks to Emma Powell about why private equity shouldn’t be ignored. Also, big banks, estate agents and interest rates.  Hosted on Acast. See acast.com/privacy for more information.
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Aug 6, 2018 • 16min

Rathbone Global Opps manager: I'm not scared of US valuations

A strong run for the US equity market has led some investors to focus on what they consider to be cheaper markets. But James Thomson is sticking with the US, where more than half of Rathbone Global Opportunities Fund's (GB00B7FQLN12) assets are invested. He explains why this global fund has such a high allocation to this market, which kinds of US company he thinks are attractive and why it holds a 'defensive bucket' alongside innovative growth stocks.  Hosted on Acast. See acast.com/privacy for more information.
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Aug 3, 2018 • 22min

Personal Finance Show: Capitalising on commodities and strong returns from deep value

On this week's show Rory McPherson, head of strategy at Psigma Investment Management, explains why it could be useful to have an allocation to commodities in your portfolio. Taha Lokhandwala profiles a fund which has made triple digit returns by investing in deep value stocks, and explains how to get the best rates on cash. Hosted on Acast. See acast.com/privacy for more information.
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Aug 2, 2018 • 41min

Companies & Markets Show: Age concern

This week, IC editor John Hughman talks to Megan Boxall about uncertain tech giants and aged media empires, and to Alex Newman about uncertain oil giants and aged populations. Hosted on Acast. See acast.com/privacy for more information.
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Jul 30, 2018 • 18min

Boardroom Talk: OptiBiotix

In the latest episode of Boardroom Talk, Harriet Clarfelt talks to Stephen O'Hara, founder and chief executive of OptiBiotix. The group has enjoyed decent share price growth in recent months thanks to excitement surrounding microbiome modulation - where OptiBiotix is among the UK's most innovative researchers. But Harriet questions whether that is sustainable in the absence of any sales forecasts and the uncertainty surrounding its product development. Hosted on Acast. See acast.com/privacy for more information.

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