On this week's companies and markets show IC editor John Hughman talks to Megan Boxall and Julia Faurschau about the pick of this week's news and results, including why Ryanair is struggling with rising tensions in the airline industry, what we like about strategic shifts at GSK and ITV, and why the party for Fevertree shareholders could run on and on. 

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.

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Within the past five years, Japan's corporate culture has undergone a seismic change. The government has implemented a new code of conduct for businesses forcing them to be more focused on shareholder returns.

Naturally, equity investors in Japan have been buoyed by such a change.

Nicholas Weindling, manager of the JPMorgan Japanese Investment Trust (JFJ), joins us to discuss how equity investing is changing in Japan, what opportunities the code has thrown up, and how he is taking advantage of this in his 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.

In this latest episode of Boardroom Talk, Jonas Crosland is joined by the founder of Reditum Capital, Mark Stephen, to discuss the housing market, inflation and margins and their impact on the real estate market. 

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.

Nick Barker, director of GCP Student Living, tells personal finance writer Emma Agyemang what's driving opportunities in the student accommodation market. Taha Lokhandwala, deputy personal finance editor, looks at why British Empire Trust (BTEM) are planning to launch a Japan equity investment trust. And he also investigates whether funds that invest according to environmental, social, governance (ESG) criteria could offer protection in falling 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.

IC editor John Hughman talks to Julia Faurschau about why we still think the Royal Mail shares won't deliver, and Jonas Crosland explains why it pays to be picky in the housebuilding 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.

In this special podcast, Harriet Russell and Megan Boxall went to Wembley Stadium to interview investors in retail giant Marks & Spencer. The Annual General Meeting has historically been an opportunity for shareholders to vent their frustration at the group’s management, but investors seemed largely satisfied with the work of Archie Norman and Steve Rowe. It’s early days though. 

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 saga engulfing the Invesco Perpetual Enhanced Income (IPE) investment trust came to an end last month following on from a dispute between the investment manager, Invesco Perpetual, and the board. Peter Hewitt, shareholder and manager of the F&C Managed Portfolio Trust range, and Emma Agyemang, personal finance writer at Investors Chronicle, talk through the episode, the final resolution, and what investors should do when corporate spats affect an investment trust's share price. Peter also discusses how he goes about building his portfolio of investment trusts, what he looks for in a fund, how he reacts to share price premiums and discounts, and why he chooses to solely use investment trusts over other collective investment funds.

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 editor John Hughman talks to Emma Powell and Julia Faurschou about banks and tobacco, two of the biggest components of this year's Income Majors 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.

Main market-listed Berkeley Energia (BKY) is building a uranium mine in Western Spain. Permits and funding have been secured, and many market watchers believing prices can only go up. But not everyone is happy with the development. For this episode of the IC's Extraction Podcast, resources writer Alex Newman talks to Berkeley CEO Paul Atherley about the group's aversion to debt, the uranium market, nuclear energy and local opposition.

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 show Emma Agyemang explains why it is important to take the correct amount of risk and how to work out what level is

appropriate for you. Tamsin Hazell, chartered financial planner at Succession Wealth, sets out the steps you need to take for retirement planning in your 50s. And Emma looks at what funds Schroder UK Growth Fund's former manager will take on next.

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.