Investors' Chronicle

Retail writer Madeleine Taylor joins the Companies and Markets show to talk through our result of the week: Asos.

Then Alex Hamer is also on hand to break down his latest long read, 'Awash with cash: will miners opt for deals, development, or dividends?'.

Finally, the panel briefly touch on the national security implications around the sale of another British defence stock abroad.

Because you listen to our show, you can trial the IC’s print and digital subscription at the special price of just £4 for 4 weeks. Follow this link to sign up now.  

Timestamps:

00:00 - Intro

01:17 - News roundup

02:33 - Result of the week: Asos

15:03 - What will miners do with all their cash?

29:08 - Meggitt sale an issue for national security?

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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 this week's episode of the Companies and Markets show Belvoir is our result of the week following a solid earnings report, Elon Musk buys a seat on the Twitter board, and Arthur Sants joins the panel to discuss which companies are best placed to deal with inflationary pressures.

All that before Julian Hofmann is once again on hand to break down Warren Buffett's second bit of activity in as many weeks, with a $4bn stock purchase of Hewlett Packard.

Trial the IC’s print and digital subscription at the special price of just £4 for 4 weeks: investorschronicle.co.uk/marketing/n95pod4t/ 

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.

Alex Newman, Mark Robinson and Jemma Slingo join the Companies and Markets panel to discuss our result of the week, UK housebuilder Bellway, before diving into litigation funder Burford Capital's annual report and the investment case for Tesco as a defensive stock.

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.

Inflation is making real returns harder to come by, eroding the value of cash and creating a tougher outlook for equities, particularly ‘growth’ stocks which are valued according to future earnings. How can investors protect themselves? 

In this interview, Sebastian Lyon, founder and chief investment officer at Troy Asset Management, tells Mary McDougall how his multi asset funds are positioned to protect and grow money (in that order) over time. They discuss his outlook for inflation, current equity positioning, where he sees value in bonds and the role of gold. 

Lyon manages Personal Assets Trust (PNL) and is the senior fund manager of Troy’s Trojan Fund (GB00BZ6CNS31).

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.

Alex Newman, Mark Robinson and Julian Hofmann returns to breakdown chancellor Rishi Sunak's spring statement and Warren Buffett's latest $12bn purchase of the insurer Alleghany.

Then Mary McDougall joins the pod to talk through her long-read: 'Can tech save healthcare?'.

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.

Paul Major, manager of Bellevue Healthcare Trust (BBH), believes the future of healthcare will be very different from what we have today and looks to invest in companies at the forefront of making change possible - from those improving disease diagnosis to companies delivering care at home.  

In this podcast, he tells the IC’s Mary McDougall where he thinks the most important innovations are developing in healthcare, how he approaches investing in the companies involved and explains the investment case for some of the trust’s largest holdings. 

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.

Alex Hamer joins the Companies and Markets roundtable to discuss the ongoing commodities crisis caused by the war in Ukraine, including some of the more niche ones like helium and uranium. The team also dive into some of the M&A activity we're seeing - or rather, not seeing.

Then Michael Fahy joins the show to talk through his feature: 'Travel industry bears Covid scars'.

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.

With little more than three weeks left until the end of the tax year, make sure you’ve used up as much of your Individual Savings Account allowance as possible. For those who like to get ahead, you might want to start thinking about where to invest next year’s Isa allowance too, from April 6. 

But deciding what to invest in is not straightforward. Inflation, war and volatility are currently the dominant themes in markets and the outlook for investors is very uncertain. 

In this podcast, George Bear, assistant portfolio manager at IG and Michel Perera, chief investment officer at Canaccord Genuity Wealth Management, explain the relative merits of cash vs stocks and shares Isas and talk through how current events are impacting markets and where you might consider investing to preserve and grow your savings. 

This podcast is sponsored by IG.

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 the Companies and Markets show this week Mary McDougall joins Alex Newman and Julian Hofmann to discuss the changing face of ESG, volatility in Russian shares causing havoc on investment platforms, and asking why the FTSE 100 is weighted towards value stocks.

Then deputy IC editor Dan Jones joins the pod to discuss his long read: 'Running the rule over the subscription economy'.

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.

There’s no one correct way to set up an investment portfolio but there are several pitfalls to avoid so you don’t leave yourself over exposed, or with little chance of achieving desirable returns. To help us adopt the Charlie Munger approach of not doing anything stupid, Sam Dickens, portfolio manager at IG tells the IC’s Mary McDougall how you can construct and monitor a robust portfolio. 

They discuss how to assess your risk tolerance, what level of diversification might be optimal and what asset allocation could look like for someone investing for the long term. 

This podcast is sponsored by IG.

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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.