Investors' Chronicle

Investors' Chronicle
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Mar 6, 2018 • 14min

Bull vs Bear: BP

For the third episode in our Bull vs Bear series, we kick the investment tyres of oil and gas giant BP, one of the biggest dividend payers in the FTSE 100. In the bulls' corner is Simon Gergel, Allianz Global's chief investment officer for UK equities and fund manager of the Merchants Trust. Facing him is natural resources writer (and host) Alex Newman. Hosted on Acast. See acast.com/privacy for more information.
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Mar 2, 2018 • 19min

Isa special, best platforms, variable fees & more

In this week's show, Paras Anand, chief investment officer for equities in Europe at Fidelity International, joins the team to explain how the new variable fee structure they are applying to their funds works. They also highlight some funds to protect and boost your Isa's returns, and set out some tips on how to choose the best investment platform. Hosted on Acast. See acast.com/privacy for more information.
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Mar 1, 2018 • 38min

Companies & Markets Show: Winter of discount-rent

John Hughman talks to retail specialist Harriet Russell about why the sector's struggles could be good news for more fleet-of-foot retailers, plus the latest small-cap updates from Simon Thompson. Hosted on Acast. See acast.com/privacy for more information.
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Feb 26, 2018 • 15min

Boardroom Talk: Go-Ahead Group

In this episode of Boardroom Talk Go-Ahead Group chief financial officer Patrick Butcher gives an update following the transport group's half-year results. He discusses how UK rail, including the notorious Southern Rail service, is progressing, what makes the UK transport market so challenging, and defends the investment case for the business despite its disappointing share price performance over the past year.  Hosted on Acast. See acast.com/privacy for more information.
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Feb 23, 2018 • 29min

Personal Finance Show: Assessing Asia and a source of growth and income

On this week's show Ed Smith, head of asset allocation at Rathbones, explains why investors shouldn't dismiss the prospects for Chinese growth. The team also consider the wider outlook for emerging markets, and profile what could be a promising new source of growth and income.  Hosted on Acast. See acast.com/privacy for more information.
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Feb 22, 2018 • 34min

Companies & Markets Show: A bitter pill

John Hughman talks to Megan Boxall about how the pharmaceutical industry is coping with the expiry of drug patents, while news editor Emma Powell rounds up the big news of the week, including a painful strategic review at the AA. Hosted on Acast. See acast.com/privacy for more information.
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Feb 16, 2018 • 20min

Personal Finance Show: Attractive Asian income and good UK dividends

Mark Williams, manager of Liontrust Asia Income Fund, explains how to generate an attractive yield by investing in Asian equities. Personal finance writer Emma Agyemang highlights a good source of UK equity income, and profiles a new investment trust which will seek more unusual sources of US growth.  Hosted on Acast. See acast.com/privacy for more information.
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Feb 15, 2018 • 38min

Companies & Markets Show: Solid foundations

IC editor John Hughman talks to property correspondent Jonas Crosland about why real estate has proved so resilient, and with Alex Newman about the recent twists and turns in the extractive industries. Plus the latest updates from small cap guru Simon Thompson.  Hosted on Acast. See acast.com/privacy for more information.
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Feb 12, 2018 • 19min

Bull vs Bear: Ocado

In the latest instalment of Bull vs Bear, the IC’s retail expert Harriet Russell and Peel Hunt tech analyst James Lockyer discuss the outlook for Ocado following the latest set of financial results and share placing.  Hosted on Acast. See acast.com/privacy for more information.
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Feb 9, 2018 • 20min

Personal Finance Show: Building portfolios with ETFs and the case for home income

In this week's show Joe Parkin, head of iShares retail and wealth at BlackRock, joins the team to explain what an ETF is and how you can use it in your portfolio. They also consider whether infrastructure investment trusts are good value and look at why one fund manager argues that UK domestic income is best. Hosted on Acast. See acast.com/privacy for more information.

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