Investors' Chronicle

The platform market has changed a lot since Hargreaves Lansdown launched in the UK nearly 40 years ago. The market's growth in products, information and legitimate online brokers is surely only a good thing? The answer is tricky. More options have helped bring prices down, but also make it harder for investors to make a decision, whale scams and security remain hot issues. 

In this episode of the Investment Hour, Megan talks to Mary McDougall about the range of investment platforms available and John discusses the results of the listed providers with Phil Oakley. 

Also featuring interviews with Richard Wilson, chief executive of Interative Investor; Adam Dodds, founder of app platform, Freetrade; and Felicia Hjertman, founder of new DIY Platform, Vinco, which she expects to launch in early 2021.

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.

Last week was big for US tech - with a fiery Congressional hearing and bumper quarterly earnings. “With the exception of Amazon, all of these companies are not expensive stocks now”, argues Walter Price, portfolio manager of Allianz Technology Trust. In this podcast, Mr Price tells us his views on growth, regulation, and China’s moves to replace the US as the dominant world superpower. 

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.

 Coronavirus has intensified the growing animosity between the world’s two great superpowers, China and the US, and worries are mounting that the confrontational rhetoric may at some point turn a cold war into a hot one. But the virus has also stretched Western economies to their limits and cast into doubt just how they can fund the cost of the new arms race that may just be starting.

On this week’s Investment Hour, Megan Boxall and John Hughman are joined by the IC’s defence correspondent Nilushi Karunaratne and industrial correspondent Alex Janiaud to discuss the outlook for the defence sector and what this means for investors. 

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.

'What comes next for investment in the tech sector?’ is a question Mary McDougall put to Ben Rogoff, lead investor at the hugely popular Polar Capital Technology Trust. His response: "I feel like the growth trajectory for those companies is very strong. The challenge is always – and it really is a challenge for a growth investor – to try and assess how much of that is already captured in the valuation."

In this podcast, find out which tech companies Ben thinks are worth the price and hear his thoughts on the regulatory outlook for the big tech companies as we head towards a hugely polarised presidential election.

Mary and Ben discuss many of the topics discussed in recent IC articles, click on the links below to find out more about the outlook for the US technology sector.

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.

Gold has reached $2,000 an ounce on the futures market this month and gotten very close in spot terms as well. The precious metal has been trading at multi-year highs for over a year now, since breaking $1,400 over a year ago. This year, the Covid-19 job losses and major economic slowdown supercharged an already surging gold price.

The big question is whether you should still be buying. On this week’s podcast Megan Boxall and John Hughman are joined by Alex Hamer and Dave Baxter to talk about possible entry points and where this new record comes from.

SPECIAL OFFER - You can get four weeks of Investors Chronicle in print and online for just £4 with our special offer for podcast listeners. Go to investorschronicle.co.uk/podcastsub.

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.

Sir Ronald Cohen is described as the ‘father of British venture capital’, having co-founded Apax Partners in 1972. For nearly twenty years he has pioneered initiatives in the world of impact investing, including the Social Impact Investment Taskforce created during the UK’s presidency of the G8.  

In this interview, Sir Ronald explains how the environmental and social impact of companies can be quantified - and even laid bare in their financial statements. Are impact-weighted accounts the future for socially responsible investing?

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.

Pharmaceutical progress in the war on coronavirus has accelerated this week and share prices have leapt as a result. On this week’s podcast John Hughman and Megan Boxall get the lowdown from Harriet Clarfelt on the recent announcements and dig into the share price movements with trader Michael Taylor. We have also spoken to the chief executive and chief financial officer at Tristel and Phil Oakley has provided an overview of the outlook for 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.

The trimming or cancelling of dividends in the UK is incredibly significant. With income expected to be significantly lower in 2020 than it was in 2019, a reader’s letter has highlighted how stark the situation is for some private investors. He said: “40 per cent of my retirement income comes from shares.”

At a time like this, it’s hard to know where to turn. On this week’s podcast Megan Boxall and John Hughman are joined by Algy Hall, Dave Baxter and Nilushi Karunaratne to discuss the situation and help explain how investors can best cope with the income carnage of the past few months.

We’ve also covered the outlook for income extensively in the magazine this week. Click on the links below to read our top dividend coverage and the stories mentioned on this week’s podcast.

SPECIAL OFFER - You can get four weeks of Investors Chronicle in print and online for just £4 with our special offer for podcast listeners. Go to investorschronicle.co.uk/podcastsub.

UK braced for prolonged period of measly income

For investors hanging onto the illusion that their precious income might bounce back as the coronavirus pandemic passes, Factset’s consensus dividend forecasts – compiled and analysed by the Investors Chronicle – do not offer much hope. Click here to find out why.

Corporate debt hits record $8.3trn

For many companies, the recent dash for debt has perhaps prevented liquidity pressures from turning into a more serious question about solvency. But it is a risky gamble. Read the full story here.

Telecoms faces a China crisis

British telcos are reeling from a big government u-turn on the use of Huawei equipment. But are any companies in a position to benefit? Mark Robinson attempts to answer that question.

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.

Few financial experts speak with such authority about psychology in investing as Michael Mauboussin. He’s written the book on behavioural finance – literally, many times. In this interview, he and Algy Hall pick through the main discussion points of his latest research paper – ‘BIN there, done that’, which analyses the sources of mistakes people make when forecasting.

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.

After suffering the fastest bear market in history in March America's stock markets have powered to new heights on the back of the strength of its technology sector and vast stimulus.

But plenty of pitfalls lie in wait – high valuations, election uncertainty, civil disorder and escalating tensions with the world's second superpower: China. 

In part 2 of our series exploring how markets may react to the geopolitical standoff, John and Megan have been joined by Phil Oakley, Philip Ryland and Mary McDougall to discuss the risks and rewards of investing in the land of the free at this difficult juncture.

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.