Investors' Chronicle

On this week's Companies & Markets Show John Hughman and Phil Oakley talk about why directors should own shares in the companies they run, the attractions of Relx and Avon Rubber, and the madness of Ocado's valuation

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 a dramatic exit from London in 2017, Gemfields (SA:GML) is coming back. The emerald and ruby miner and Fabergé owner was taken off Aim by its major shareholder Pallinghurst, run by former BHP chief executive Brian Gilbertson. He and his son Sean had been involved in the precious stones company from the start, but the takeover saw a fight between the family and Gemfields management, led by chief executive at the time Ian Harebottle. In this episode of the Extraction Podcast, Sean Gilbertson – now chief executive of Gemfields – shows us stunning stones, explains why rubies, emeralds and sapphires are different from struggling diamonds and why he wants to keep the loss-making Fabergé in the portfolio.

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 show Mary McDougall explains why professional investors don't think that the corona virus will impact China's long-term growth potential. Dave Baxter looks at when it is acceptable for funds to have a substantial allocation to cash. And  Christine Ross, client director and head of private office at Handelsbanken Wealth Management, highlights some potential IHT changes that could affect the way you plan for this and which tax efficient wrappers will help you get the most out of your investments.

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 & Markets Show John Hughman and Phil Oakley talk about news that the CMA is planning to investigate competition across the UK and what it could mean for shareholders.

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 show Dave Baxter looks at how much money investors trapped in Neil Woodford’s former fund are getting back. Adrian Lowcock, head of personal investing at Willis Owen, explains how best to access illiquid assets and why investors shouldn’t panic in response to market volatility triggered by events such as the corona virus. Mary McDougall, meanwhile, sets out ways to ensure that you take part in votes on your listed investments.

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 & Markets Show Phil Oakley tells John Hughman why Auto Trader is one of his favourite businesses, asks if Apple's shares can continue to motor, explains why Unilever is stuck in first gear, and why BT and McCarthy & Stone could be heading for a breakdown.

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 show Rachel Winter, associate investment director at Killik & Co, considers whether gold is good way to diversify your portfolio and suggests some ways to get exposure to it. She also says what areas of commercial property look like they have better prospects, and explains why liquidity is an important issue when choosing a fund.

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 & Markets Show John Hughman and Phil Oakley talk about why Fevertree is losing its fizz, JD Wetherspoon's winning pub formula, and how the examples of PepsiCo and Sage show why UK investors should broaden their horizons.

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 show Dave Baxter looks at what areas professional investors think could do well and how you can access them. David Jane, multi asset fund manager at Premier Miton, explains why he invests in some US equities despite arguably high valuations. And they highlight some areas of the bond market that should still deliver decent returns.

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 & Markets Show editor John Hughman is joined by full-time private investor and regular columnist John Rosier to hear about the winning formula behind his market-beating portfolio.

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.