Investors' Chronicle

Anthony Cross, co-manager of the popular Liontrust Special Situations fund, talks to Dave Baxter about the good and bad news coming out of his portfolio in this IC Interviews episode. This broad discussion covers the prospects of a variety of stocks and sectors, from challenges at Hargreaves Lansdown to the effect of recession worries on recruiters and property names, as well as an assessment of the slimmed-down GSK and a look at how rampant M&A activity has affected the fund.

Timestamps:

00:00 - Intro

01:12 - Areas of resilience and areas of concern

04:38 - PageGroup and economic forecasting

07:34 - Holding investment platforms

09:56 - Hargreaves Lansdown

13:35 - Not owning 'neo-brokers'

14:44 - GSK (and Haleon)

18:32 - M&A/corporate activity

21:17 - Opportunity set in 2022

24:00 - Does the size of the fund effect cash deployment?

26:27 - Moving into the investment trust space

27:34 - Exposure to BP and Shell

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.

In a bumper episode of the Companies and Markets show Dan Jones hosts first a discussion of online versus in-person retailers, leading into Cineworld's bankruptcy struggles.

Then oil services Hunting and Wood Group are in the spotlight (for different reasons), as is Anglo Pacific.

Jennifer Johnson then joins the pod for the first time to look through her piece on Blockbuster drugs; which pharma companies still have these billion-dollar assets in the pipeline?

And finally funds editor Dave Baxter joins the pod to discuss his scoop on Hargreaves Lansdown's secret offer to one customer who was seeking to up sticks.

Dan Jones hosts Mark Robinson, Julian Hofmann, Alex Newman, Jennifer Johnson 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.

On this episode of the Companies and Markets show, the Dan Jones and co discuss the gambling sector after a raft of recent updates from the likes of 888, Entain and Flutter.

Then it's Balfour Beatty's turn in the spotlight with the group’s UK construction arm returning to profitability after a difficult pandemic.

Finally, Alex Newman talks through his long read this week: Navigating the storm. It's a piece which discusses how equities are still the best place for your money based on the historical evidence, particularly in tougher times.

Dan Jones hosts Mark Robinson, Julian Hofmann, 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.

IC columnist and day trader Michael Taylor sits down with Dan Jones in this episode of the IC Interviews podcast. In a wide ranging discussion, Michael discusses the current state of the market and his personal methodology, including why he never averages down, his preferred way to manage risk, and finding hot stocks.

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 episode of the Companies and Markets show, we review results season and ask where the canaries in the coalmine have been, and consequently who has to look out for the second half of the year. This chat covers PageGroup, WPP, Rotork and more.

Then, Jemma Slingo is on hand to discuss her long-read this week: Electrification's hidden winners. She takes a deep dive into an unheralded range of companies could be set to benefit from the electric revolution (and no, they're not all electric car makers).

Dan Jones hosts Jemma Slingo, Mark Robinson and Julian Hofmann.

Timestamps:

00:00 - Intro

01:09 - News roundup

03:16 - Companies to keep an eye on in H2

12:57 - Electrifications hidden winners

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 episode, Dan Jones hosts Alex Newman, Mark Robinson and Michael Fahy to discuss two potential turnaround stocks in Pearson and Rolls-Royce, as well as a discussion of the UK audit market off the back of Michael's long read: Spotting the warning signs.

Timestamps:

00:00 - Intro

01:08 - News roundup

03:30 - Result of the week (1): Pearson

13:13 - The UK audit market

27:30 - Result of the week (2): Rolls-Royce

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 episode, Dan Jones welcomes Mark Robinson to the studio to discuss some of the companies best placed to cope with inflation. Their discussion starts with Unilever - a company with a stable of household names, that has consequently been able to pass on price increases to consumers in the past.

Julian Hofmann then joins the pod to expand the conversation to include Reckitt Benckiser and Diageo as other potential inflation-proof companies, and look into a wider methodology of inflation-proofing your portfolio.

Finally, the panel discuss recent results from banker's Lloyds and Barclays - is there any life left in these traditional high-street establishments?

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.

It’s not been an easy year for environmentally focused funds, as the market rotation into value-focused equities has delivered a body blow to the share prices of the many innovative growth companies seeking solutions to global environmental problems. 

Our guest on this week’s pod is Jon Forster, co-manager of the Impax Environmental Markets investment trust. IEM is the largest in the closed-ended sector at more than £1.3 billion AUM; it soft-closed to new investors in 2020. 

Forster talks to Faith Glasgow about how the environmental market universe has changed over the past 20 years since IEM launched, the macro challenges of the past few months and how the managers have used that market volatility, and the key opportunities emerging within this rapidly evolving investment arena. 

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.

The US economy is the driver of much of the world’s growth. Is it on the ropes as inflation soars and interest rates are hiked, as is being suggested by many commentators? Or are investors selectively ignoring some more favourable signals? Plus, what is the wider global context, particularly diving below the macro-economic factors to the fortunes of individual companies?

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 episode, Alex Hamer returns to the podcast to assess BHP and Rio Tinto's more recent fortunes - are we reaching a turning point of their success?

Then, the IC's economics writer Hermione Taylor makes her debut to ask whether we should be comparing our current era with the 1970s and 1990s, which has been a popular refrain among observers.

Finally, the panel discuss the reluctance from some companies to list in the UK, particularly off the back of Cambridge biotech company Abcam to abandon it's London listing for the Nasdaq.

Dan Jones hosts Julian Hofmann, Alex Hamer 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.