Investors' Chronicle

On this episode of the companies and markets show, our result of the week this time around is Tesco - can the grocer keep customers from turning to more discounted options?

Then we dive into our long-read this week: Coca-Cola - a lesson in share analysis. Alex Newman takes us through the bull and bear case for the company.

Finally Mark Robinson discusses how investors should be thinking about rising rates - who might be most badly affected and who might benefit? 

Dan Jones hosts Alex Newman, Julian Hofmann, and Mark Robinson

Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.

Investors' Chronicle is a service by the Financial Times.

Hosted on Acast. See acast.com/privacy for more information.

From the mini-Budget to an emergency intervention by the Bank of England, the bond market has seen more than its fair share of shocks in the last two weeks. Noelle Cazalis, fund manager on a number of portfolios including the popular Rathbone Ethical Bond fund (GB00B77DQT14), discusses the challenges facing fixed income investors and whether any bargains have emerged.

This podcast was recorded on 29 September, after the Bank of England had announced its intervention but before the government backed down on some of its tax cut plans. Bond markets have rallied somewhat since then.

Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.

Investors' Chronicle is a service by the Financial Times.

Hosted on Acast. See acast.com/privacy for more information.

A week has passed since chancellor Kwasi Kwarteng's "mini"-Budget that so effectively threw markets into a tailspin. It leaves Dan Jones asking questions such as 'what?', 'why?', and 'eh?', and our economics expert Hermione Taylor attempting to make sense of it all, which she does with great aplomb in the first part of this weeks episode.

Following this, properties writer Mitchell Labiak returns to the podcast to talk through his long read this week: Being good at buy-to-let.

And then our result of the week gets a look in, with Saga this time under the spotlight.

Dan Jones hosts Mark Robinson, Julian Hofmann, Mitchell Labiak, and Hermione Taylor.

Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.

Investors' Chronicle is a service by the Financial Times.

Hosted on Acast. See acast.com/privacy for more information.

First up on this episode of the Companies and Markets show is Kingfisher under the spotlight, with Dan Jones welcoming Christopher Akers to the pod.

Then it's onto economic moats - what makes an economic moat and in which sector can you find the best one? It comes off the back of Alex Newman's article discussing the research of fund manager and analyst Michael Mauboussin (who we spoke to for an IC Interview podcast in June 2020).

And finally Arthur Sants breaks down Netflix's attempted pivot towards profitability and the introduction of a cheaper subscription which will include advertisements.

Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.

Investors' Chronicle is a service by the Financial Times.

Hosted on Acast. See acast.com/privacy for more information.

IC deputy editor Dan Jones is joined on this episode by Dan McCrum, part of the Financial Times investigations team and author of Money Men, the story of the Wirecard scandal he helped uncover (now adapted as the Netflix documentary Skandal).

Dan began investigating Wirecard following contact with a whistleblower in 2015, uncovering evidence of widespread fraud, and finally saw the company declare insolvency in 2020.

In this podcast he discusses the process of discovery, fighting accusations of market manipulation, why the warning signs were missed, and much more.

Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.

Investors' Chronicle is a service by the Financial Times.

Hosted on Acast. See acast.com/privacy for more information.

On this week's Companies and Markets show, the team discuss a reality check for hydrogen hope ITM Power (ITM), whose annual results sparked a steep sell-off in the company’s shares on Wednesday.

Economics writer Hermione Taylor then outlines the debate over ‘Trussonomics’, looking at government policies and their potential impact on the UK economy, sterling, and the gilt market.

Last but not least, Jennifer Johnson runs the rule over latest figures from Advanced Medical Solutions (AMS) and Abcam (ABC), as well as the latter’s plans to delist from Aim.

Dan Jones hosts Julian Hofmann, Hermione Taylor, Jennifer Johnson and Alex Newman.

Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.

Investors' Chronicle is a service by the Financial Times.

Hosted on Acast. See acast.com/privacy for more information.

On this week's Companies and Markets show, the team discuss a reality check for hydrogen hope ITM Power, whose annual results sparked a steep sell-off in the company’s shares on Wednesday.

Economics writer Hermione Taylor then outlines the debate over ‘Trussonomics’, looking at government policies and their potential impact on the UK economy, sterling, and the gilt market.

Last but not least, Jennifer Johnson runs the rule over latest figures from Advanced Medical Solutions and Abcam, as well as the latter’s plans to delist from Aim.

Dan Jones hosts Julian Hofmann, Hermione Taylor, Jennifer Johnson and Alex Newman.

Hosted on Acast. See acast.com/privacy for more information.

On this week's Companies and Markets Show associate editor and guests delve into recent results from fund manager Ashmore and what they could signify about the wider emerging markets picture. The team also discuss a raft of mid cap oil & gas results, the follow up to our recent exclusive on Hargreaves Lansdown offering certain clients preferential fees and then Dave Baxter and Alex take a closer look at this week's cover feature, our Top 50 Funds for 2002.

Guests are Mark Robinson, Julian Hofmann and Dave Baxter.

Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.

Investors' Chronicle is a service by the Financial Times.

Hosted on Acast. See acast.com/privacy for more information.

Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology sector need to be more discerning around which areas might struggle, and which could benefit?

To see the full podcast series visit https://www.allianztechnologytrust.com/en-gb/videos-podcasts-and-reading.

Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.

Investors' Chronicle is a service by the Financial Times.

Hosted on Acast. See acast.com/privacy for more information.

On this week's Companies and Markets show, shipping company Braemar is under the spotlight as our result of the week, and with transactions on the rise as Covid-19 effects start to dissipate investors are starting to be bullish.

Then it's over to our long-read, as Alex Hamer joins the pod to discuss his feature Shell and BP: time for a rethink.

And finally the panel analyse what is driving the weakness in the price of Sterling, and ask which companies are the beneficiaries/losers...

Dan Jones hosts Alex Newman, Alex Hamer, Mark Robinson and Michael Fahy.

Timestamps:

00:00 - Intro

00:28 - News roundup

03:00 - Result of the week: Braemar (and shipping)

12:14 - Shell and BP: time for a rethink

24:04 - Sterling's weakness

Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.

Investors' Chronicle is a service by the Financial Times.

Hosted on Acast. See acast.com/privacy for more information.