Investors' Chronicle

In this week's show Rory McPherson, head of investment strategy at  Psigma Investment Management, joins the IC team to discuss the merits of bond exchange traded funds (ETFs), recent movements in government bonds and the likelihood of a US recession. Deputy personal finance editor Taha Lokhandwala considers the effect of a manager departure at Newton Real Return fund, and Rory highlights some funds and strategies to help prepare your portfolio for difficult markets.

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.

Editor John Hughman talks to Phil Oakley about why the high margin businesses so prized by investors could be storing up trouble.

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.

Ruffer Investment Company (RICA) aims to preserve wealth and tries not to lose money over any 12 month period - rather than beat an index. Duncan MacInnes, co-manager of the investment trust, explains how they seek to mitigate downside and how they are protecting against the downside risks they are most concerned about at the moment. He also explains why in 2018 the trust made a negative return - a rare occurrence in its 15 year history - but how despite this blip they are clawing back performance with a positive return so far this year.

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 Udit Garg, head of wealth management at Sun Global Investments, explains why Asia has become a better area for equity income, and which countries and sectors offer some of the most attractive dividends. Taha Lokhandwala sets out the arguments for exposure to renewables infrastructure, and they consider if the high income on offer is worth the risks. Taha also highlights out some of the financial planning scenarios in which Isas and pensions can be very beneficial.

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 editor John Hughman talks to Phil Oakley about how the growth taps are running dry at JD Wetherspoon, while Tom Dines explains why shareholders have been left high and dry in the latest outsourcing collapse.

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.

Adrian Ash, director of research at BullionVault, sets out the case for investing in gold. The IC team look at which investment trusts have increased their dividends most consistently and which key attributes you should assess when choosing an equity income 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.

Franchise saturation, shorting strategies and why a humble brick maker is one of Phil Oakley's preferred options in 2019. This week's Companies & Markets Show centres on some recent company results in light of our latest cover feature. 

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.

Fevertree Drinks (FEVR) has become a darling stock for Aim investors, having risen over 1500 per cent since its initial public offering in 2014. Revenues grew to match the share price and now investors wait with anticipation as the company tries to break into the lucrative US market hoping punters pick up its premium-priced tonics and mixers. But, has the share price grown too far? Are there risks with its attempts to break into the competitive US market? Or is the current share price either accurate or even at a discount compared to the potential revenue growth on offer?

Listen to Investors Chronicle specialist writer Julia Faurschou and fund manager of the Merian UK Mid Cap Fund (GB00B1XG9482) Richard Watts fight it out in the latest Bull vs Bear podcast.

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.

David Liddell, chief executive of IpsoFacto Investor, joins Leonora Walters to weigh up the merits of UK commercial property and the best ways to access it. He also assesses the state of the UK equity market and suggests some funds to exploit any potential value. And he looks at how LF Woodford Equity Income fund has been performing and its moves to reduce its exposure to unquoted 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 IC Companies and Markets Show editor John Hughman talks to James Norrington and Phil Oakley about the relative merits of buybacks and dividends, and the thinking behind some changes to Phil Oakley's fantasy 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.